港股異動丨智能駕駛概念股走強,知行科技放量拉昇升超6%
港股市場智能駕駛概念股集體走強,其中,知行科技(1274.HK)盤中放量拉昇升超6%,報15.02港元,截至目前成交額放大至1.5億港元。公司5月26日宣佈再次收到某頭部自主品牌出具的《定點開發通知》,被該客户選定為某車型組合輔助駕駛解決方案的供應商,將提供基於地平線征程®6M芯片的ADAS域控制器軟硬件一體化解決方案。對於智能駕駛行業,中信證券近日表示,自動駕駛奇點已至,商業化落地加速推進。L4級別自動駕駛在多個場景中呈現積極變化:如Robotaxi周訂單已提升至今年5月初的25萬單,同比+400%,商業化加速;特斯拉計劃今年6月在奧斯汀開啟Robotaxi運營等。產業鏈各環節料將加快技術研發和產品投放,汽車智能化產業鏈有望受益。
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