智通财经APP获悉，汽配股延续近期涨势，截至发稿，耐世特(01316)涨5.18%，报2.64港元；敏实集团(00425)涨4.72%，报14.64港元；五菱汽车(00305)涨2.82%，报0.365港元；浙江世宝(01057)涨0.48%，报2.08港元。
消息面上，特斯拉预计2025年第一季度在中国和欧洲推出完全自动驾驶(FSD)，平安证券称，FSD入华可能会成为国内自动驾驶领域的“鲇鱼”，加速高阶智驾在国内的落地进程，高阶智驾领域领先的车企或供应商会更加受益。此外，上海证券指出，8、9月人形机器人产业端迎来密集催化，产业链发展进一步提速，人形机器人进入工业场景，已经成为国内外确定性较高的应用趋势。
国金证券指出，优胜劣汰是汽零赛道未来几年的主旋律，长期推进格局好的龙头公司。同时，随着汽车研发周期的缩短和成本要求的提高，供应链垂直和横向一体化趋势明确，重点关注品类扩张能力强的龙头公司。机器人方面，预计今年下半年有望迎来定点释放，从市场预期差和边际角度看，TIER2\TIER3\技术迭代和定点进展是主要边际方向。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.