Core Viewpoint - XPeng Motors (09868) has seen a significant stock price increase of 11.85%, reaching HKD 102.90, with a trading volume of HKD 2.171 billion, following the announcement of four key applications related to "Physical AI" during the 2025 XPeng Technology Day [1] Group 1: Key Developments - XPeng unveiled its second-generation VLA large model, Robotaxi, a new generation of IRON humanoid robots, and the Huitian flying car, with particular attention on the female robot and its advanced humanoid gait [1] - According to CITIC Securities, XPeng is expected to transition from being a "new force in the automotive industry" to a "technology company exploring the forefront of Physical AI" by 2026 as it begins mass production of its VLA and robots [1] Group 2: Market Sentiment and Institutional Support - Major institutions, including Morgan Stanley and Citigroup, have recently issued positive reports on XPeng Motors, with Citigroup noting that the company is in the early stages of quantifying the profitability of its new business, which could enhance market sentiment and elevate its valuation [1] - Deutsche Bank stated that XPeng is making significant strides towards becoming a global leader in embodied intelligence [1]
小鹏汽车-W早盘涨逾12% 近期发布物理AI多项成果获多家大行唱好