智能汽车ETF（159889）盘中涨超1.7%，产业趋势与政策进展受关注

Core Insights - The smart car ETF (159889) saw an intraday increase of over 1.7%, driven by industry trends and policy developments [1] - According to招商证券, 2026 is projected to be a breakout year for the smart driving and Robotaxi industries, with ongoing market attention on these trends [1] - Nvidia's release of the open-source VLA model Alpamayo 1 signifies a pivotal moment for physical AI, with unmanned taxis expected to be among the first beneficiaries [1] Industry Developments - Waymo is expected to exceed 450,000 weekly orders by 2025, while Tesla's Robotaxi operations are expanding in Austin, with Full Self-Driving (FSD) technology likely to validate the gradual transition from Level 2 to Level 4 [1] - Pony.ai has achieved single-vehicle profitability in Guangzhou, and WeRide has obtained a fully autonomous driving commercial license in the UAE [1] - Regulatory advancements are indicated by the establishment of national standards for L3 access permits and autonomous driving regulations, suggesting a faster pace of progress in legislation [1] Market Dynamics - The smart car ETF (159889) tracks the CS Smart Car Index (930721), which selects listed companies involved in smart driving and vehicle networking from the A-share market, covering the entire industry chain from hardware to software [1] - The index's constituent stocks are concentrated in the electronics, computer, and automotive sectors, providing a comprehensive reflection of the overall performance of the smart car-related industries [1]