值得一提的是，英伟达CEO黄仁勋在CES2026发布自动驾驶的开源VLA(视觉-语言-动作)大模型平台 Alpamayo。东方证券认为，随着英伟达自动驾驶生态持续拓展、高级别自动驾驶及Robotaxi渗透率逐步 提升，预计智驾芯片、激光雷达、域控制器、线控制动/转向等高级别自动驾驶相关零部件需求将迎来 快速增长，自动驾驶软硬件供应商将持续迎来发展机遇。 禾赛-W(02525)涨超3%，截至发稿，涨2.88%，报214.6港元，成交额5883.81万港元。 消息面上，中金研报指出，禾赛-W本月在CES2026上展示最新激光雷达技术成果，并更新交付量、产 能规划、战略合作等经营情况。量产交付能力领先行业；国内外产能稳步推进。L3车型获工信部准入 许可，激光雷达单车数量有望提升。Robotaxi、机械人等下一代物理AI浪潮袭来，激光雷达成关键引 擎。 ...

Core Viewpoint - Hesai-W (02525) has shown a significant increase in stock price, rising over 3% and reaching 214.6 HKD, with a trading volume of 58.83 million HKD, indicating positive market sentiment towards the company following its recent developments at CES 2026 [1] Group 1: Company Developments - Hesai-W showcased its latest lidar technology achievements at CES 2026, highlighting its leading mass production and delivery capabilities in the industry [1] - The company is steadily advancing its domestic and international production capacity, with L3 vehicle models receiving approval from the Ministry of Industry and Information Technology, which is expected to increase the number of lidar units per vehicle [1] Group 2: Industry Trends - The emergence of next-generation physical AI applications, such as Robotaxi and robotics, positions lidar as a critical driving force in the industry [1] - Nvidia's CEO unveiled the open-source VLA (Vision-Language-Action) model platform, which is expected to enhance the ecosystem for autonomous driving [1] - With the continuous expansion of Nvidia's autonomous driving ecosystem and the gradual increase in penetration rates for high-level autonomous driving and Robotaxi, there is an anticipated rapid growth in demand for advanced driving-related components, including smart driving chips, lidar, domain controllers, and line control braking/steering systems [1]