整车科技属性重估
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智能汽车ETF(159889)涨超1.1%,市场关注科技属性重估
Mei Ri Jing Ji Xin Wen· 2025-11-28 07:44
Core Viewpoint - The core theme is the focus on technology attributes and emerging growth directions in the automotive industry, particularly highlighted during the Guangzhou Auto Show [1] Group 1: Industry Trends - Multiple automakers unveiled new models for 2026 during the Guangzhou Auto Show, indicating a strong push towards innovation [1] - GAC and Huawei's collaborative brand "Qijing" achieved over 18,000 pre-orders within 175 days, showcasing significant market interest [1] - The year 2026 is anticipated to be pivotal for new vehicle launches from Huawei, marking a significant year for the company [1] Group 2: Technological Advancements - Companies like Xpeng, GAC, and Changan showcased self-developed robotic products, indicating a trend towards integrating robotics with automotive technology [1] - The automotive and robotics sectors are expected to experience a turning point in industry trends, driven by advancements in technologies such as Tesla's FSD V14, Robotaxi, and Optimus [1] - The technological attributes of vehicles may undergo a reassessment as these innovations gain traction [1] Group 3: Investment Opportunities - The Smart Car ETF (159889) tracks the CS Smart Car Index (930721), which selects listed companies involved in smart technology, automotive parts, and services [1] - This index aims to reflect the overall performance of listed companies related to smart vehicles and the development trends of the industry [1]