招商证券发表研究报告指，比亚迪(01211.HK) 正式发布“天神之眼”高阶智驾系统，并将覆盖全系车型，包括10万至20万元人民币的大众化及中高端车型，将显著提升产品竞争力，预料有助提振销量，促进中国采用智能驾驶技术，形容是“拉开全民智驾竞赛序幕”，预料将对合资车企及技术较落后的同业带来打击。
比亚迪举行智驾发布会后，吉利(00175.HK) 、小鹏(09868.HK) 及理想(02015.HK) 等汽车股普遍下挫，惟招商证券认为是市场对比亚迪智驾策略反应过大，以及近期汽车股升势强劲的获利回吐。该行认为行业基本面未变，投资者若考虑进行中长期投资可趁低吸纳，继续看好今年销量、智驾均有明显提升的吉利、小鹏及比亚迪。
零件方面，招商证券建议同时关注比亚迪电子(00285.HK) 以及智驾芯片供应商地平线(09660.HK) 、黑芝麻(02533.HK) ；激光雷达关注禾赛(HSAI.US) 、速腾聚创(02498.HK) 。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-11 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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.