Since the beginning of this year, the AI boom has ignited the Capital Markets, and investment opportunities in the smart driving sector have emerged. According to Wind data, as of the close on March 14, the CSI Smart Electric Vehicle Index has risen by 12.16% this year, with several actively managed equity funds themed around smart driving and the automotive industry performing impressively. Multiple interviewed public fund professionals indicated that smart driving is one of the most Bullish AI application scenarios, and 2025 may be the year when automotive intelligence crosses a critical point. The emergence of AI innovation tools and "smart driving equality" is expected to drive high growth in industry penetration rate. A fund manager focused on the New energy Fund sector told reporters: "The strong rise of AI large models and algorithm technologies is expected to further enhance the penetration rate of NOA functions, change people's driving habits, and subsequently affect the industry landscape. 2025 will be an important milestone for the popularization of advanced smart driving, and the smart driving capabilities at the vehicle end are expected to gain wide recognition among Consumers, which may become an important factor influencing Consumers' car purchase decisions." (CHINA FUND INC)

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AI热潮助智能驾驶赛道升温 公募看好“智驾平权”新机遇
The AI boom is warming up the smart driving sector, and public funds are Bullish on new opportunities for "smart driving equality."
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