Core Insights - Tesla has officially launched a Robotaxi service without safety drivers and plans to gradually increase the proportion of its autonomous vehicle fleet [1] - The company anticipates that operational costs will drop below $0.2 per mile once large-scale operations commence, and believes that autonomous driving will become "very common" by 2026 [1] Industry Impact - This move signifies the transition of Level 4 autonomous driving from testing to large-scale commercial operations, validating both the technological feasibility and initial business model [1] - The development is expected to create clear demand stimulation and valuation anchoring for the global smart driving industry chain [1] Investment Opportunities - The Hang Seng Hong Kong Stock Connect Automotive Theme Index consists of 40 stocks related to the automotive industry within the Stock Connect framework, covering leading automakers and key players in the intelligent supply chain [1] - Investment products like the E Fund Automotive ETF (159121) track this index, providing investors with convenient tools to participate in the intelligent development of the automotive industry [1]
特斯拉无安全员Robotaxi向公众开放，关注港股通汽车ETF易方达（159121）投资机会
Mei Ri Jing Ji Xin Wen·2026-01-23 03:42