智能驾驶产业正经历两⼤跃迁。 ⼀⽅⾯， L2+ 智驾已下探，全⾯步⼊标配时代；另⼀⽅ ⾯，为规避 L3 权责模糊的痛点，头部⻋企正选择跳级直攻 L4 级⽆⼈驾驶。 ⾏业呈现三⼤核⼼趋势： 趋势⼀是底层技术路线迭代，未来看端到端 + 世界模型；趋势⼆是 低成本、⾼质量的数据闭环成为⻋企最深的护城河；趋势三是硬件⼤降本、推动智驾全⾯平权。 文：泽平宏观团队 智能驾驶的爆发⽐预期更快。 特斯拉开始量产⽆⽅向盘⻋型、全球⽆⼈⻋队规模化运营，标 志着商业化拐点已⾄。从第⼀性原理看， AI 在感知距离、反应速度、驾驶经验数据共享上全⾯ 超越⼈类⽣理极限，取代⼈类驾驶是必然。 我们畅想，智能驾驶的终局将彻底颠覆很多现在的社会商业⽣态。 它将催⽣出⾏即服务（ MaaS ）的新商业模式，重塑⽆拥堵、少停⻋场的城市规划，赋能智能电⽹，并最终将汽⻋化为 解放⼈类时间的第三⽣活空间。 1 智能驾驶：即将全⾯爆发 全球来看，智能驾驶的商业化落地速度，会⽐想象的要快。 ⼀是没有⽅向盘的量产⻋已经下线： 2026 年 2 ⽉中旬，特斯拉⾸台专为 Robotaxi 设计的 Cybercab 正式量产下线。这款⻋彻底取消了⽅向盘和刹⻋油⻔踏板 ...

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RT Tesla Owners Silicon Valley (@teslaownersSV)https://t.co/y21B9mfiFi ...

Goldman Sachs just doubled down on its bull case for U.S. stocks. According to Seeking Alpha reporting, the bank reiterated its base case call for the S&P 500 to reach 7,600 (13.5% above current levels) by the end of 2026, backed by ongoing earnings momentum and an economy that’s still expanding. The bank’s strategists expect the index’s earnings to surge to about $309 per share in 2026 and $342 in 2027, implying roughly 12% and 10%, respectively. For context, Goldman first flagged the 7,600 target in ...

Core Viewpoint - Tesla's stock is currently trading below $400, but analysts believe there is potential for upside due to strong profitability, improving fundamentals, and increasing demand for electric vehicles amid high gasoline prices [1][3][5]. Electric Vehicles - Tesla's stock rose approximately 0.4% to $397 as broader US equities gained, influenced by developments in the Iran conflict [1]. - Analysts from Stifel maintained a Buy rating on Tesla with a price target of $508, citing a fourth-quarter gross profit of $5.01 billion and a margin of 20.1%, the highest in two years [3]. - Persistently high gasoline prices, driven by geopolitical tensions, could bolster demand for electric vehicles [5]. Autonomous Driving - Tesla is making significant progress in autonomous driving and robotaxi development, with nearly 1.1 million paid Full Self-Driving customers globally [4]. - The company is expanding its robotaxi operations in cities like San Francisco and Austin, with plans to reach additional cities in 2026 [10]. - Morgan Stanley estimates that Tesla's self-driving technology could be valued at about $270 per share, totaling approximately $1.2 trillion [11]. Competition - Competition in the autonomous driving sector is intensifying, with Nvidia and other automakers adopting similar technologies [11][12]. - Nvidia's DRIVE platform is being integrated into vehicles for autonomous capabilities, posing a challenge to Tesla's Full Self-Driving system [11][12]. Battery Investment - Tesla is advancing its energy storage ambitions by partnering with LG Energy Solution to build a $4.3 billion lithium iron phosphate battery cell manufacturing facility in Michigan, expected to start production in 2027 [8]. - The facility will produce lower-cost LFP battery cells for Tesla's Megapack systems, enhancing the company's energy business [6][8][9].

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3月17日，美股高开，截至发稿纳指涨0.62%，道指涨0.28%，标普500指数涨0.49%。全市超3700股上涨。 个股方面，明星科技股普涨，英伟达、特斯拉、谷歌、苹果等均小幅上涨。航空股走高，美航集团涨2.24%。 | | | 英伟达 | 183.350 | +0.07% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | | 美元 | 451.830 | +2.27% | | | | MU | | | | 3 | S | 闪迪 | 713.640 | +1.42% | | | | SNDK | | | | 4 | | 特斯拉 | 397.375 | +0.46% | | | | TSLA | | | | 5 | | Lumentum Holdings Inc. Common Stock ... | 622.695 | -0.34% | | | | LITE | | | | | | Kelles and re | 137.510 | +0.59% | | | | BABA | | | | | | 台积电 | 342.360 | +0.91 % ...

证 券 研 究 报 告 商业化进程加速，聚焦优质零部件供应商 2026年春季北交所人形机器人行业投资策略 证券分析师： 汪秉涵 A0230525090003 刘靖 A0230512070005 1. 2025年回顾：量产元年，硬件路径确 立 2. 2026年展望：产能释放及降本能力为 核心要素 3. 北交所相关标的：小而美的前瞻布局 4. 风险提示 1.1 2025年为人形机器人行业"奇点"，量产元年临近 全球机器人产业格局 欧盟 底层技术与C端生态 美国 中国 伦理安全与行业标准 全产业链与场景赶超 高端硬件与模型短板 核心部件国产化率先与场景驱动 基础技术研发，消费端生态构建 伦理合规安全性国际标准的制定 完整产业链，丰富应用场景，政策协调 中国机器人现状 www.swsresearch.com 证券研究报告 资料来源：申万宏源研究 3 研究支持：汪秉涵 2026.3.17 主要内容 2 ◼ 2025年人形机器人行业已实现0-1的技术验证阶段，预计2026年-2027年将进入1-10的规模化量产期 • 全球机器人产业格局：美国掌握底层技术与C端生态；欧盟主导伦理安全与行业标准；中国全产业链与场景赶超。 • ...

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每经记者｜杜波 每经编辑｜段炼 记者|杜波 编辑|段炼 杜恒峰 校对|何小桃 3月17日，美股高开，截至发稿纳指涨0.62%，道指涨0.28%，标普500指数涨0.49%。全市超3700股上涨。 中概股涨跌不一，纳斯达克中国金龙指数微跌0.2%。阿里、哔哩哔哩、搜狐、京东等上涨。腾讯音乐、虎牙、小鹏汽车、爱奇艺等下跌。 值得注意的是，优品车17日股价暴涨，一度涨超280%，截至发稿涨超110%。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 封面图片：视觉中国（图文无关） 个股方面，明星科技股普涨，英伟达、特斯拉、谷歌、苹果等均小幅上涨。航空股走高，美航集团涨2.24%。 | | | 英伟达 | 183.350 | +0.07% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | | 美光 | 451.830 | +2.27% | | | | MU | | | | 3 | S | 闪迪 | 713.640 | +1.42% | | ▲ 1 | | SNDK | | | | 4 | | 特斯拉 | 397. ...