Core Viewpoint - Morgan Stanley highlights the importance of monitoring whether XPeng Motors will expand the adoption of Huawei's AR-HUD in its existing models, as this collaboration could fill a gap in the high-end market [1] Summary by Relevant Categories Company Analysis - XPeng Motors (XPEV.N) has recently partnered with Huawei to implement AR-HUD technology, which is seen as a move to address the high-end market gap [1] - Morgan Stanley suggests that the adoption of AR-HUD may not be sufficient to support XPeng's entry into the high-end market later this year [1] Industry Insights - The report indicates that XPeng may establish further partnerships with Huawei to enhance smart cockpit upgrades [1] - There is a focus on whether XPeng will expand the use of Huawei's AR-HUD in its current vehicle lineup and explore additional collaborations on other smart EV components like HDADB [1] Financial Outlook - Morgan Stanley maintains a target price of $26 for XPeng's stock and an "overweight" rating [1]

Core Viewpoint - The 21st Shanghai International Automobile Industry Exhibition highlights advancements in automotive technology, particularly in smart driving, intelligent cockpits, and in-car AI systems [2][4][6][8][10][12][14][16][18][20]. Group 1: Event Overview - The exhibition took place at the National Exhibition and Convention Center in Shanghai, starting on April 23 [2][4][6]. - Major automotive companies showcased their latest models alongside innovative technologies [2][4][6]. Group 2: Technology Focus - Key technologies featured include smart driving systems, intelligent cockpits, and various in-car AI applications [2][4][6][8][10]. - The event also displayed models such as the iNest smart cockpit and multi-modal Gen-AI systems [4][10][12]. Group 3: Visitor Engagement - Attendees interacted with various exhibits, including a flying car and a robot from different automotive brands [14][16][20]. - The exhibition attracted a diverse audience, including families and technology enthusiasts [10][12][18].