Core Viewpoint - The smart driving concept stocks have seen a significant rise, driven by advancements in autonomous driving technology and positive market sentiment following announcements from Nvidia at CES [1] Group 1: Stock Performance - Zhejiang Shibao (002703) increased by 9.98%, reaching 5.62 HKD [1] - SenseTime-W (00020) rose by 6.25%, reaching 2.38 HKD [1] - Pony.ai-W (02026) gained 5.46%, reaching 129.5 HKD [1] - Horizon Robotics-W (09660) saw a 4.05% increase, reaching 9.24 HKD [1] Group 2: Technological Advancements - Nvidia CEO Jensen Huang announced the Alpamayo platform at CES, enabling cars to perform "inference" in real-world scenarios [1] - The first vehicle equipped with Nvidia technology is set to launch in the US in Q1, Europe in Q2, and Asia in the second half of the year [1] - Nvidia also announced the open-sourcing of its first inference VLA (Vision-Language-Action) model, Alpamayo1, to accelerate the development of safe autonomous driving technology [1] Group 3: Market Outlook - Huajin Securities reported a clear L3 window period, with multiple domestic manufacturers preparing for mass production [1] - The penetration rate of L2 and above assisted driving models is expected to reach 64.7% from January to September 2025, marking a historical high [1] - The firm is optimistic about the electric and intelligent transformation driving the automotive industry, with an anticipated increase in the penetration rate of smart components [1] - The domestic supply chain, combined with international expansion, is expected to accelerate growth by 2026, benefiting component manufacturers from industry upgrades [1]