Group 1 - Nextracker (01316) shares rose over 8%, reaching a high of 8.79 HKD, the highest since January 2022, with a trading volume of 185 million HKD [1] - Tesla CEO Elon Musk announced the detailed rollout plan for the highly anticipated FSD V14 version, with the first version deployment expected next week, followed by V14.1 and V14.2 in a staggered update approach [1] - Huayuan Securities believes that if the FSD V14 performs better than expected, it could further drive technological changes in the autonomous driving industry and promote Tesla's Robotaxi business [1] Group 2 - Guozheng International stated that Nextracker is a global leader in steering systems and a rare player in the autonomous driving supply chain related to Tesla [1] - Industrial Securities highlighted that the company has over a century of focus on automotive steering systems, with strong R&D and innovation capabilities, and a deep accumulation of experience and technology [1] - The company's core products align with major trends in the automotive industry, with sufficient reserves in steer-by-wire technology, leading the industry and expected to benefit from the ongoing transformation in the automotive sector [1]