消息面上，东吴证券研报指出，博泰车联是业内领先的智能座舱解决方案供应商，软硬云一体化革新核 心竞争力。该行看好公司高端域控产品占比稳定上升，盈利能力持续提升，增速优于行业。首次覆盖， 给予"买入"评级。光大证券认为，公司有望通过保时捷等国际客户切入海外OEM供应链，海外收入有 望成为第二增长曲线。公司具备一定的标的稀缺性和溢价空间。 智通财经APP获悉，博泰车联(02889)盘中涨超5%，高见239.8港元创上市新高。截至发稿，涨4.24%， 报236.2港元，成交额1331.8万港元。 ...

Core Viewpoint - Horizon Together Holding Ltd. has purchased a total of 688,200 shares of Youjia Innovation (2431.HK), reflecting long-term confidence in the company's business and future growth potential [3][10] Group 1: Investment Actions - Youjia Innovation has initiated a share repurchase plan of 200 million yuan and extended the lock-up period for major shareholders, signaling strong confidence in long-term development [3][10] - The increase in shares by Horizon Together is based on years of collaboration and recognition of Youjia Innovation's value within the Horizon ecosystem [3][10] Group 2: Business Development - Youjia Innovation's domain control products, developed based on Horizon's processing hardware, have achieved large-scale production and are being utilized by leading domestic and international automotive manufacturers [4][11] - The collaboration between Youjia Innovation and Horizon has expanded into the L4 autonomous logistics vehicle sector, aiming to create advanced autonomous driving products [4][11] Group 3: Market Position and Future Outlook - In the context of the current pressure on the Hong Kong stock market, Horizon's investment serves as a strong endorsement of Youjia Innovation's intrinsic value and growth potential [6][13] - Youjia Innovation is uniquely positioned in the market, being the only company among its peers to have made significant advancements in L2 mass production, smart cockpit, and L4 autonomous driving, which enhances its attractiveness to investors [6][13][14] - The ongoing trends in intelligent driving and the acceleration of L3 deployment suggest that Youjia Innovation is well-prepared for the next wave of performance growth, potentially leading to a revaluation of its market value [7][14]

近期，伴随着首块L3级自动驾驶专用正式号牌在重庆的诞生，智能驾驶领域的关注度明显升温。该牌 照的落定或推动着我国自动驾驶汽车从研发测试阶段向"合规商用"新阶段迈进，是智能驾驶发展进程中 的重要一步，或为整个汽车产业的智能化转型按下了加速键。（资料来源：《XX汽车获得首块L3级自 动驾驶专用正式号牌》-人民网-2025/12/21） 在此利好消息下，部分资金纷纷借道ETF布局智能汽车赛道，其中智能驾驶ETF（516520）自2025年12 月以来已累计获超4.55亿元资金加仓，大幅超越其2025年前11个月的净流入总额（1.01亿元）。行情的 火热和资金的持续加码助推智能驾驶ETF（516520）规模从2025年12月初的3.90亿元攀升至9.03亿元， 增幅超130%。（净流入数据来源：Wind，2025/12/1-2026/1/7；规模数据来源：交易所，截至 2025/1/7） 行业动态方面，2026年国际消费电子展（CES 2026）于当地时间1月6日开幕，多家车企在会上集中展 示了自动驾驶领域的最新进展。从展会情况看，智能座舱、操作系统、智能驾驶等关键领域正加速迭 在此利好消息下，部分资金纷纷借道ETF ...

Core Insights - Xiaomi Group held its annual "10 Million Technology Award" ceremony, recognizing outstanding engineers and teams, with a total of 75 million yuan awarded since 2019 [2] - The highest award this year was given to the "Xuanjie O1" team, which has received positive feedback from users and media [2] - The 2025 award received submissions from 154 projects across ten departments, with 66 projects entering the review phase, marking a record high in both quantity and quality [2] Group 1 - In 2026, Xiaomi plans to achieve a milestone by integrating self-developed chips, operating systems, and AI models in a single terminal, while also advancing its robotics business [3] - The company emphasizes that mastering core technologies is essential for its success in smart manufacturing and technological innovation [3] - Award-winning projects include the Xiaomi 17 Pro series, 2200MPa ultra-strong steel, and various innovations in battery technology and AI systems [3] Group 2 - Xiaomi is experiencing a comprehensive breakthrough in core technologies, focusing on advancements in chips, materials, and battery structures [4] - The company values engineer culture as a source of continuous innovation and aims to provide a top-tier platform for talented engineers [4] - As of Q3 2025, Xiaomi has over 24,000 R&D personnel, with a cumulative R&D investment of approximately 105 billion yuan in the first five years of the new decade [5] Group 3 - Xiaomi commits to investing 200 billion yuan in core technology R&D over the next five years, focusing on chips, operating systems, and AI [5] - The company aims to build a robust ecosystem encompassing "people, vehicles, and homes" as part of its strategic vision [5]

Group 1 - The core viewpoint of the article is that Citigroup has released a report indicating that Xiaomi Group-W (01810) has launched the first upgrade of the SU7 model, with a price increase of 10,000 to 14,000 RMB, reflecting a rise of approximately 3.3% to 6.5% [1] - Citigroup has set a target price of 50 HKD for Xiaomi, with a rating of "Buy" [1] - Xiaomi's management has stated that due to specification upgrades and increased costs, the likelihood of a price reduction of 10,000 to 20,000 RMB from the pre-sale price at the official launch is low [1] Group 2 - The report suggests that the pre-sale of the SU7 upgrade will drive an increase in Xiaomi's orders [1] - Future catalysts for Xiaomi will include the official launch of the SU7 and the introduction of the YU7 GT to the market [1]

Core Insights - Xiaomi's self-developed chip "Xuanjie O1" won the highest award at the 2025 "Million Technology Award" [1][11] - CEO Lei Jun emphasized the importance of core technology and continuous innovation for Xiaomi's success [3][8] Investment in R&D - Over the past five years, Xiaomi committed to invest 100 billion yuan in core technology R&D, with actual spending around 105 billion yuan [3][17] - Starting this year, Xiaomi plans to invest 200 billion yuan in R&D over the next five years, focusing on chips, AI, and operating systems [3][17] Future Innovations - By 2026, Xiaomi aims to achieve a breakthrough in technology innovation, potentially integrating self-developed chips, operating systems, and AI models in a single product [3][9] - The company is also expected to make advancements in its robotics business [9][18] Awards and Recognition - The "Million Technology Award" has been awarded since 2019, with a total of 75 million yuan distributed to outstanding engineers and teams [5][15] - This year's competition saw participation from over 150 projects across 10 departments, highlighting significant achievements in core technologies [6][15]

Group 1 - The core viewpoint of the article is that the pre-sale of the SU7 model will drive an increase in Xiaomi's orders, with subsequent catalysts being the official launch of the SU7 and the introduction of the YU7 GT to the market [1] Group 2 - Citi has set a target price of HKD 50 for Xiaomi and has rated the stock as "Buy" [1]

1月8日，小米创办人、董事长兼CEO雷军发文称，小米颁发千万技术大奖，玄戒O1团队拿下最高奖项。雷军表示，过去5年，承诺 研发投入1000亿，实际大约1050亿，未来五年计划2000亿研发投入。 E ZE KY II 》 26-1-8 10:00 发布于 北京 来自 Xiaomi 17 Pro 已编辑 小米每年开年第一件大事：颁发千万技术大奖，奖励给优秀的工程师和工程团队。 2020年至今，已经颁奖６次，已经奖励了 7500万元。 今年的千万技术大奖，一共154个项目参与角逐，竞争非常激烈。底层核心技术获 奖的非常多，包括芯片、手机、汽车、AI、材料等等。最后，玄戒O1团队拿下最 高奖项! 祝贺芯片团队! ♥ 过去5年，承诺研发投入1000亿，实际大约1050亿。未来五年，我们计划2000 亿研发投入。 2000亿，不是一个小数目，但一定要下大力气，把钱花在刀刃上， 持续攻克芯片、OS、AI等底层核心技术，真正构建起小米"人车家全生态"的护城 河。我相信，随着研发一步一步推进，我们的研发成果、技术实力会逐步彰显。 这次大会，我强调了三点： 一、技术为本，是小米永不更改的铁律; 二，工程师思维，是小米极为重要的 ...

Core Viewpoint - Horizon Together Holding Ltd. has shown long-term confidence in Youjia Innovation by purchasing 688,200 H-shares in the open market, indicating strong support for the company's future growth [1] Group 1: Investment and Market Actions - Youjia Innovation has initiated a share repurchase plan of 200 million yuan, extended the lock-up period for major shareholders, and witnessed multiple rounds of share purchases by Chairman Liu Guoqing, signaling confidence in long-term development [1] - Horizon's decision to increase its stake is based on years of collaboration and recognition of Youjia Innovation's value within the Horizon ecosystem, aiming to accelerate the development of L4 unmanned logistics vehicles [2] Group 2: Technological Advancements and Market Position - Youjia Innovation has achieved large-scale production of domain control products based on Horizon's processing hardware, covering leading domestic and international automotive manufacturers, thus becoming a key player in promoting high-quality industry development [2] - The company is leading in the L2 pre-installation production field while expanding its collaboration into the L4 unmanned logistics sector, showcasing its technological breakthroughs and commercialization achievements at the 2025 Horizon Technology Ecosystem Conference [2] Group 3: Industry Insights and Future Outlook - In the context of the current pressure on the Hong Kong stock market, Horizon's investment serves as a strong endorsement of Youjia Innovation's intrinsic value and growth potential, signaling deep collaboration and long-term progress within the industry [3] - Youjia Innovation's comprehensive capabilities across L2 pre-installation, smart cockpit, and L4 autonomous driving make it a unique player in the market, contributing to its ability to attract further investment from Horizon [4] - The increase in Horizon's stake provides an opportunity for investors to reassess Youjia Innovation, as industry capital often reflects the true quality of a company, with Horizon's continued purchases indicating high recognition of Youjia's performance resilience and growth potential [5]

智能汽车ETF汇添富（159795）业绩比较基准为中证智能汽车主题指数收益率，管理人为汇添富基金管 理股份有限公司，基金经理为何丽竹，成立（2022-01-27）以来回报为15.13%，近一个月回报为 10.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 1月8日，智能汽车ETF汇添富（159795）开盘跌0.87%，报1.141元。智能汽车ETF汇添富（159795）重 仓股方面，立讯精密开盘跌0.92%，芯原股份涨0.50%，拓普集团跌0.40%，豪威集团跌0.48%，科大讯 飞涨1.34%，德赛西威跌3.00%，闻泰科技跌0.29%，欧菲光跌0.28%，均胜电子跌0.85%，思特威跌 1.10%。 ...