金吾财讯 | 自动驾驶概念股午后走强，截至发稿，知行汽车科技(01274)涨16.76%，地平线机器人(09660)12.55%，黑芝麻智能(02533)涨8.76%，速腾聚创(02498)涨6.28%。消息面上，消息面上，比亚迪将于2月10日19:30在深圳总部召开智能化战略发布会。比亚迪提出，希望通过比亚迪“天神之眼”系统，让每一个人都能畅享高阶智驾。
开源证券表示，高阶智驾有望迎来加速渗透。特斯拉FSD可能入华引发鲶鱼效应，有望推动华为系/小鹏/理想等领军车企加速技术进阶，并推动消费者逐步认可智驾。同时，智驾加速渗透的关键在于降本，2025年有望见证比亚迪/小鹏等大力推动智驾平权。
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