Nvidia(US:NVDA) KAIYUAN SECURITIES·2026-01-07 07:42Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights the significant advantages of robotics in enhancing the growth potential of automotive companies, particularly in the context of the ongoing transition to electric vehicles and autonomous driving technologies [3][6] - The introduction of Nvidia's Alpamayo model and its open-source tools is expected to accelerate the maturity and deployment of autonomous driving technologies, making it easier for developers to create and implement advanced driving algorithms [5][6] - The demand for intelligent driving features is becoming a critical factor for consumers when choosing vehicles, with expectations for these features to penetrate mid- to high-end models [7] Summary by Sections Industry Overview - The intelligent driving sector is poised for continued growth in 2026, driven by both supply and demand factors [7] - Nvidia's advancements in AI and autonomous driving are expected to lower development barriers and enhance the ecosystem for autonomous vehicle deployment [6] Key Opportunities - The report suggests focusing on companies within the intelligent driving supply chain, including Desay SV, Huayang Group, and XPeng Motors, among others, which are likely to benefit from the growth in this sector [8] - Specific beneficiaries identified include companies like Cobot, Bertel, and Horizon Robotics, which are positioned to capitalize on the advancements in intelligent driving technologies [8]