【今日关注】 周五又是震荡收十字星，量能明显不足。板块方面，贵金属、农药、采 掘和建材涨幅居前，多数行业如游戏、多元金融、食品饮料、传媒、轻 工和船舶制造等小幅收跌。从行为上看，资金当日上攻意愿不足，原因 可能是在压力位前的谨慎态度。形态方面，市场小周期放量没有突破压 力，短期再次回调的预期比较明显，但是不排除持续缩量上攻的可能性。 是否具有持续性很关键，本周还是首先关注防守板块的机会。宏观利好 不断加码，新能源、算力等方向仍然是长期投资机会。 每日市场观察 2025 年 6 月 9 日 【消息面】 1. 香港《稳定币条例》将于 8 月 1 日生效 香港特区政府六月六日于宪报刊登《稳定币条例（生效日期）公告》， 指定二○二五年八月一日为《稳定币条例》（第 656 章）（《条例》）开 始实施的日期。财经事务及库务局局长许正宇表示： "《条例》生效 后，该发牌制度将为相关的稳定币活动提供适切规范，是促进香港的 稳定币和数码资产生态圈可持续发展的里程碑。" 2.中物联：5 月份全球制造业 PMI 为 49.2% 短期建议关注避险行业的轮动机会，同时可以挖掘科技板块的长期投资 机会。长期来看，围绕国家政策扶持的相关产 ...

人民网上海4月27日电 （焦磊）智能化作为消费者最关注、最具体验性的领域之一，成为许多供应商向 消费者直面展示技术与能力的机会。在2025上海车展现场，高通携手中国汽车产业伙伴，带来在关键技 术落地、智能体验升级以及产业生态共建方面的最新成果，展示高通在推动驾驶辅助普及、拓展座舱创 新边界以及加速舱驾融合发展方面的布局。 随着汽车产业智能化进程不断深入，驾驶辅助正逐渐成为智能汽车发展的焦点。相关数据显示，2024年 中国乘用车市场L2级乘用车在新车中的占比为59.7%。随着汽车行业将更加先进的驾驶辅助功能逐步渗 透到更多层级、更低价位段的车型，如何在性能、能效与成本之间寻求最优平衡，成为加速推动驾驶辅 助普及的关键。 据悉，高通打造的Snapdragon Ride平台以多款SoC、加速器、丰富的软件和软件栈、以及可实现高度可 扩展且模块化的开放可编程架构，为不同阶段的驾驶辅助系统和面向不同价位段市场的车型提供性能、 能效和成本的解决方案，降低合作伙伴产品开发的复杂性并加快商用。同时，高通为汽车制造商提供了 多样化选择，提供覆盖包括单独的座舱方案、驾驶辅助方案和舱驾一体平台在内的具有灵活性和可扩展 性的产品支持 ...

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has highlighted the increasing localization efforts of multinational automotive suppliers in China, with Intel making its debut by launching the second-generation AI-enhanced Software Defined Vehicle (SDV) SoC, which utilizes a chiplet architecture [2][3] - Intel's collaboration with companies like Hezhima Intelligent and others aims to address key technological challenges in the automotive sector, focusing on building a new intelligent vehicle ecosystem [2][4] - The automotive industry is facing three main challenges: transitioning from traditional automotive architecture to software-defined vehicles, ensuring sustainability in economics and battery supply, and achieving scalability across different vehicle models [2][3] Intel's Developments - Intel's second-generation SDV SoC boasts a tenfold increase in AI performance, a 61% improvement in CPU performance per watt, and a twofold enhancement in audio performance, with mass production set to begin in 2026 [3] - The automotive division of Intel is now based in China, reflecting the company's commitment to the Chinese market and its belief in significant opportunities within the automotive sector [3][4] Collaboration and Market Dynamics - The partnership with Hezhima Intelligent focuses on creating a cockpit and driving integration platform, leveraging Intel's chiplet architecture [4][5] - The demand for automotive chips is projected to increase significantly, with traditional fuel vehicles requiring approximately 600-700 chips, electric vehicles needing around 1600, and advanced smart vehicles potentially requiring up to 3000 chips [4] Market Trends and Competitors - Other global automotive giants, such as Porsche, are also enhancing their presence in the Chinese market, with Porsche announcing the completion of a strategic upgrade for its R&D center in Shanghai [5] - Unity China is actively developing in-car gaming ecosystems and has established partnerships with numerous automotive manufacturers, achieving over 85% market share in real-time 3D cockpit solutions [7][8] Future Outlook - Mobileye, a subsidiary of Intel, reported a revenue of $438 million in Q1 2025, marking an 83% year-on-year increase, driven by reduced inventory levels among primary customers [10] - The automotive technology landscape is evolving, with companies like Bosch and Aptiv also increasing their investments in the Chinese market, indicating a shift towards local supply chains and solutions [11][12]