① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.
Tesla surged more than 15%, the biggest one-day increase since March 2020. According to a report by China Fund News, Tesla has passed key tests related to data security, and restrictions on the use of Tesla in various parts of the country have been lifted one after another. This breakthrough is also seen as clearing the way for FSD to land domestically.
CITIC Securities believes that FSD V12 is expected to start the ChatGPT moment for Tesla's intelligent driving, and leading domestic smart driving companies are also actively following up the end-to-end architecture, superimposing the launch of the Xiaomi SU7, the April Beijing Auto Show, Horizon's submission of a Hong Kong stock prospectus, and the first batch of L3 pilot lists are expected to be catalyzed in the near future. It is expected that sector sentiment will continue to be catalyzed, and continue to be optimistic about this round of smart driving.
According to the Finance Federation's theme library, among the relevant listed companies:
Science and Innovation Information signed a strategic partnership agreement with Baidu. The two sides will carry out in-depth cooperation in the fields of intelligent transportation, autonomous driving, intelligent connectivity, vehicle-road collaboration, and intelligent information control through complementary resources and technology.
In the field of civilian autonomous driving, Starnet Yuda cooperates with Baidu, Meituan and other companies to provide them with inertial technology products.