中信证券：维持小鹏汽车-W(09868)“买入”评级 AI Day机器人亮相引发高度关注

Core Insights - CITIC Securities maintains a "Buy" rating for XPeng Motors (XPEV.US, 09868) following the company's AI Day on November 5, 2023, where significant technological breakthroughs were shared in four key areas: VLA, robotics, Robotaxi, and flying cars [1] Group 1 - The introduction of female robots and their advanced humanoid gait has garnered significant attention [1] - The company is expected to transition from being perceived as a "new force in the automotive industry" to a "technology company exploring the frontiers of physical AI" by 2026, as mass production of VLA and robotics is realized [1] - The continuous exploration of unknown technological fields is identified as XPeng's core competitive advantage [1]