On the news front, Tesla CEO Elon Musk recently revealed that electric vehicle manufacturer Tesla may soon offer fully autonomous driving (FSD) functionality to Chinese customers.
Industrial Securities expressed optimism about the progress and investment opportunities of the intelligent driving industry. From the perspective of industrial progress, Tesla's intelligent driving has accelerated after FSDV12, and the end-to-end architecture based model is a clear industry trend. From the perspective of investment rhythm, Tesla is the anchor of intelligent driving, and the subsequent progress of FSD may exceed expectations. There may be more event driven catalysis within the year, and the intelligent driving sector has sector specific opportunities.
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