智通财经APP获悉，特斯拉概念股早盘走高，力劲科技(00558)涨9.25%，报4.25港元；耐世特(01316)涨6.16%，报3.1港元。
消息面上，美国大选尘埃落定，特朗普时隔四年重新入主白宫，隔夜特斯拉大涨超14%，华尔街分析师认为，马斯克对特朗普的支持最终将令特斯拉受益。国泰君安认为，马斯克作为特朗普坚定支持者，如果特朗普再次当选，特斯拉在政策上或有红利，特斯拉链值得期待。
光大证券指出，预计特斯拉Robotaxi平台将采用Unboxed Process组装工艺。Unboxed Process对零部件/组件的标准化与误差管理要求高，预计一体压铸应用范围或进一步扩大。国证国际此前表示，耐世特为全球转向龙头，自动驾驶与特斯拉产业链稀缺标的。
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