重磅选手入局，意味着全球无人驾驶开启了新一轮拼规模、拼成本、拼生态的新阶段。分析人士 称："Robotaxi竞争形势越来越严峻，不进则退。" 新玩家入场特斯拉十台Robotaxi上路 目前，仅受邀用户可通过特斯拉的新Robotaxi App叫车，每趟车费暂定为固定的4.20美元，服务覆盖奥 斯汀南部区域，运行时间为早6点至午夜12点。如果Robotaxi用户已拥有特斯拉账户，在上车前， Robotaxi将自动同步用户的车辆设置，如支付信息、媒体、娱乐、应用等，提供个性化体验。目前该服 务在副驾位置配置安全员，未来将去掉安全员。 分析人士认为，Robotaxi上路服务意味着特斯拉公司开启新的商业化篇章，也代表特斯拉无人驾驶所采 用的"视觉+端到端"模型的技术路线跑通。 按照特斯拉创始人兼首席执行官马斯克此前的表态，特斯拉Robotaxi扩展计划是：从10辆 Robotaxi 开 始，后续将有Cybercab等更多车辆加入车队，几个月内达到1000辆，后期计划扩展至旧金山、洛杉矶和 圣安东尼奥。 新华财经上海6月24日电（记者王鹤）美国当地时间6月22日，特斯拉在美国德克萨斯州奥斯汀市正式推 出无人驾驶出租车Ro ...

★ 宏观动态 ★ 广东省人民政府办公厅印发《广东省促进经济持续向好服务做强国内大循环工作方案》，其中提及，充分用 好"240小时过境免签"和离境退税"即买即退"等政策，进一步优化通关、支付等服务，有效扩大入境消费。加 快广州、深圳市内免税店建设，力争在2025年第三季度内开业。 央行等六部门：实施好货币政策 加强逆周期和跨周期调节 近日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门联合印发《关 于金融支持提振和扩大消费的指导意见》，其中提出，夯实宏观经济基础，稳定消费预期。加大实体经济支持 力度，强化金融与财政、产业等政策协同联动。实施好货币政策，加强逆周期和跨周期调节，综合运用准备 金、再贷款再贴现、公开市场操作等多种货币政策工具，保持流动性充裕，持续推动社会综合融资成本下降。 实施好财政政策，更好发挥消费在畅通国民经济循环、拉动经济增长中的积极作用。健全投资和融资相协调的 资本市场功能，推动中长期资金入市，促进资本市场稳定发展。 央行等六部门：设立服务消费与养老再贷款，额度5000亿元 近日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门联 ...

Group 1: Market Performance - The autonomous driving concept stocks in Hong Kong and A-shares experienced a strong surge, with multiple stocks hitting the daily limit up [1][2] - Notable A-share stocks include Wanma Technology (+20.01%), Hengshuai Co. (+20.00%), and Haima Automobile (+10.03%) [1] - In the Hong Kong market, Zhixing Technology rose by 6.86%, and Yingheng Technology increased by 6.47% [2] Group 2: Tesla's Developments - Tesla's stock surged over 8%, adding more than 600 billion yuan (approximately $85.42 billion) to its market value [3] - The launch of Tesla's Robotaxi service in Austin, Texas, marks a significant step in the commercialization of autonomous driving technology [5][9] - The Robotaxi fleet is expected to achieve a gross margin of 70% to 80%, significantly higher than traditional automotive business margins [6] Group 3: Industry Outlook - The Robotaxi market in China is projected to exceed 1.18 trillion yuan by 2025 and 2.93 trillion yuan by 2030, indicating substantial growth potential [15] - Major players in the autonomous driving sector, including Hello and Baidu, are actively entering the Robotaxi market, indicating a competitive landscape [16] - Analysts express optimism about the commercial prospects of Robotaxi, with significant market opportunities attracting leading companies [16]

A股今日（6月24日）放量大涨，沪指涨超1%重返3400点上方，创业板指涨超2%；港股亦走高，恒生指 数、恒生科技指数均涨超2%。 具体来看，两市主要股指盘中强势拉升，三大股指全线走高。截至收盘，沪指涨1.15%报3420.57点，深 证成指涨1.68%报10217.63点，创业板指涨2.3%报2064.13点，北证50指数涨3.65%，沪深北三市合计成 交14484亿元，较此前一日增加逾3000亿元。 场内超4700股飘红，保险、券商板块联袂拉升，湘财股份（600095）、国盛金控（002670）涨停，东方 财富（300059）涨超4%，成交额位居A股首位；中国人寿（601628）、中国平安涨超3%；无人驾驶概 念爆发，三友科技、万马科技（300698）、恒帅股份（300969）、星源卓镁（301398）等涨停；人形机 器人概念活跃，利元亨、兆丰股份（300695）等涨停；固态电池概念拉升，信德新材（301349）、泰和 科技（300801）、华盛锂电等均涨停。石油、航运概念大幅回落，科力股份跌近20%，通源石油 （300164）、茂化实华（000637）、招商南油（601975）等跌停。 东方财富成交超百 ...

A股今日（6月24日）放量大涨，沪指涨超1%重返3400点上方，创业板指涨超2%；港股亦走高，恒生指数、恒生科技指数均涨超2%。 具体来看，两市主要股指盘中强势拉升，三大股指全线走高。截至收盘，沪指涨1.15%报3420.57点，深证成指涨1.68%报10217.63点，创业板指涨2.3%报2064.13 点，北证50指数涨3.65%，沪深北三市合计成交14484亿元，较此前一日增加逾3000亿元。 场内超4700股飘红，保险、券商板块联袂拉升，湘财股份、国盛金控涨停，东方财富涨超4%，成交额位居A股首位；中国人寿、中国平安涨超3%；无人驾驶概念爆 发，三友科技、万马科技、恒帅股份、星源卓镁等涨停；人形机器人概念活跃，利元亨、兆丰股份等涨停；固态电池概念拉升，信德新材、泰和科技、华盛锂电等 均涨停。石油、航运概念大幅回落，科力股份跌近20%，通源石油、茂化实华、招商南油等跌停。 东方财富成交超百亿元 被称为"牛市旗手"的券商板块 盘中强势拉升，截至收盘，湘财股份、国盛金控涨停，锦龙股份涨近7%，中国银河、东方财富超4%。值得注意的是，东方财富全日 成交132.2亿元，位居A股成交额首位。 | 代码 名称 | ...

金十数据6月24日讯，受中东局势缓和刺激，恒指早间跳空高开，午后于24000点上方高位震荡，尾盘收 涨近500点。截至收盘，恒指收涨2.06%，报24177.07点，科指收涨2.14%，报5297.96点，恒指大市成交 额达2404.82亿港元（上一交易日为1985.91亿港元）。盘面上，无人驾驶板块领涨大盘表现亮眼，医药 板块、保险、中资券商等大金融板块跑出，石油股、航运股受地缘局势缓和影响表现疲软。个股方面， 浙江世宝(01057.HK)收涨30.72%，药明巨诺(02126.HK)收涨18.70%，中国平安(02318.HK)收涨5.16%， 山东墨龙(00568.HK)收跌23.36%，德翔海运(02510.HK)收跌19.54%。 港股收评：恒指全天放量涨近500点 无人驾驶板块涨幅居前 ...

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3420.57 points, up 1.15% [1] - The Shenzhen Component Index closed at 10217.63 points, up 1.68% [1] - The ChiNext Index closed at 2064.13 points, up 2.3% [1] - The total trading volume exceeded 1.4 trillion yuan, with over 4700 stocks rising and 578 stocks declining [1] Sector Performance - Battery concept stocks surged in the afternoon, with companies like Xinde New Materials, Liyuanheng, and Huasheng Lithium Battery hitting the 20% daily limit [4] - Solid-state batteries and humanoid robot concept stocks experienced significant gains, while sectors like oil and gas, shipping, and military industry saw notable pullbacks [5][7] - The financial technology, autonomous driving, computing power, AI applications, and consumer electronics sectors led the gains [5] Capital Flow - Main funds saw a net inflow into non-bank financials, power equipment, and computers, while there was a net outflow from oil and petrochemicals, transportation, and banking sectors [8] - Specific stocks like Dongfang Wealth, Dongxin Peace, and Guoxuan High-Tech received net inflows of 1.278 billion yuan, 591 million yuan, and 571 million yuan respectively [9] - Conversely, stocks such as Sifang Precision, Zhongji Xuchuang, and Zhongyida faced net outflows of 914 million yuan, 611 million yuan, and 410 million yuan respectively [10] Institutional Insights - Guorong Securities suggests that the market's volume rebound is likely to continue [12] - Zhongtai Securities notes that while the Shanghai Index has surpassed 3400 points, other major indices have not yet reached their upper resistance levels, indicating a lack of significant new capital entering the market [12] - Recommendations include avoiding heavily institutional-held stocks and rotating into sectors like military, pharmaceuticals, and photovoltaics, while being cautious of stocks with excessive short-term gains [12]

马斯克酝酿多年的"无人驾驶出租车"终于撕开概念面纱——特斯拉Robotaxi在得州奥斯汀低调开启小范围路测，首次将L4级自动驾 驶从PPT推向现实街头。 这场被业内视为"技术跃迁里程碑"的尝试，却暴露出工程验证阶段的谨慎姿态：限定区域、小规模车队、纯视觉FSD系统的可靠性 争议，让资本市场期待的"颠覆性时刻"更像一场风险可控的压力测试。 对于A股投资者而言，特斯拉的破局既是智能驾驶产业链的强心针，也是一面照妖镜——技术成熟度、法规空白、伦理争议三大天 堑，或将让盲目追捧"Robotaxi概念"的资金面临估值陷阱。当海外巨头在无人驾驶赛道抢跑，中国供应链能否借势突围？ 无人驾驶行至何处？ 无人驾驶产业正站在规模化商用的临界点，技术迭代与市场验证形成共振效应。 与之对比，华为96线混合固态雷达在200米距离保持3cm测距精度，但多传感器融合带来35毫秒系统响应时延。大疆车载推出的双 目视觉+4D毫米波雷达方案，在成本降低60%的同时实现95%的L4场景覆盖，这种折中方案或成为中端车型主流选择。特斯拉的测 试案例印证了技术路线之争的现实困境——纯视觉方案在结构化道路表现优异，但复杂场景下的可靠性仍需实践检验。 技术 ...

Core Insights - Tesla officially launched its Robotaxi service in Austin, Texas, on June 22, with around 10 updated Model Y vehicles deployed for passenger transport [1][2] - The service allows invited users to call Robotaxis via a new app, with a fixed fare of $4.20 per ride, operating from 6 AM to midnight [2] Group 1 - Tesla CEO Elon Musk celebrated the launch as a culmination of ten years of hard work by the team, highlighting the internal development of AI chips and software [2] - The Robotaxi service utilizes only cameras and neural networks for its autonomous driving technology, without the use of lidar [2] - The first passenger experience was shared on social media, emphasizing the revolutionary nature of the service and the affordability of the vehicle priced at approximately $38,000 [2] Group 2 - Musk envisions the Robotaxi industry as a combination of Airbnb and Uber, allowing Tesla owners to share their vehicles and earn income [2] - Vehicle owners can flexibly join or leave the Robotaxi network through the app, with the potential for significant revenue generation for Tesla, described by Musk as a "trillion-dollar opportunity" [2]

Market Overview - The stock market experienced a collective rise on June 24, with the Shanghai Composite Index closing at 3420.57 points, up 1.15%, the Shenzhen Component Index at 10217.63 points, up 1.68%, and the ChiNext Index at 2064.13 points, up 2.3% [1][2]. Sector Performance - Solid-state battery and humanoid robot concept stocks surged, while sectors such as oil and gas, shipping, and military industries showed significant pullbacks [3][5]. - The battery sector rose by 5.36%, with solid-state batteries increasing by 4.42% and humanoid robots by 4.29% [4]. - Notable stocks in the battery sector included Xinde New Materials, Liyuanheng, and Huasheng Lithium Battery, all reaching a 20% limit up [4]. - Humanoid robot stocks like Zhaofeng Co. also hit a 20% limit up, alongside other companies like Zhongjing Electronics and Zhejiang Rongtai [4]. Capital Flow - Main capital flows showed a net inflow into non-bank financials, power equipment, and computers, while there was a net outflow from oil and petrochemicals, transportation, and banking sectors [6]. - Specific stocks with significant net inflows included Dongfang Caifu, Dongxin Heping, and Guoxuan High-Tech, with inflows of 1.278 billion, 591 million, and 571 million respectively [6]. Institutional Insights - Guorong Securities indicated that the market's rebound is likely to continue, while Zhongtai Securities noted that although the Shanghai index has surpassed 3400 points, other major indices have not yet reached their upper limits [7]. - Recommendations include avoiding heavily institutional-held stocks and rotating into sectors with strong certainty such as military, pharmaceuticals, and photovoltaics, while being cautious of sectors with excessive short-term gains [7].