高阶智驾迎来关键技术突破,关注港股通汽车ETF易方达(159121)等产品投资机会
Mei Ri Jing Ji Xin Wen·2026-01-09 03:41

Core Viewpoint - Xiaopeng Motors has outlined its "Physical AI" strategy and clear mass production plans, including the launch of the industry's first L4-level initial capability VLA large model, which will be pushed to multiple new vehicles in the first quarter and will begin Robotaxi operations in 2026 [1] Group 1 - The introduction of the industry's first L4-level initial capability VLA large model marks a critical transition from "assisted driving" to "high-level autonomous driving" [1] - This system aims to meet the needs of both individual users and Robotaxi operations, systematically validating the future value and monetization paths of intelligent driving [1] - The development provides a solid anchor for the valuation of the entire industry's intelligence [1] Group 2 - The Hang Seng Hong Kong Stock Connect Automotive Theme Index consists of 40 stocks related to the automotive industry within the Stock Connect range, covering leading automakers and key companies in the intelligent supply chain [1] - The Hong Kong Stock Connect Automotive ETF, such as E Fund (159121), tracks this index, offering investors a convenient tool to participate in the automotive industry's intelligent value reassessment process [1]