2月12日上午,汽车零部件公司耐世特(01316)股价盘中大涨5.01%,引发了市场关注。分析指出,这与DeepSeek人工智能公司加速进入智能驾驶产业链,以及耐世特在线控转向系统方面的领先优势有关。
报导显示,DeepSeek正在颠覆智能汽车生态,并与吉利、岚图等车企达成合作,智能驾驶产业链迎来新一轮投资热潮。作为电动助力转向龙头和线控转向技术的领先者,耐世特有望在这股热潮中受益。
数据显示,耐世特近期资金持续流入,上周累计成交逾2.18亿港元,股价累计上涨逾30%。多家券商也发布看好研报,预计耐世特2026年将与国内车企合作推出首款线控转向技术车型,并有望成为线性转向系统量产第一梯队。
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