On December 26, 2023, the three major indexes continued to decline, and the intelligent driving sector with frequent hot spots recently ushered in an adjustment, with smart car ETF (159888) falling more than 2% intraday, and 50 holding stocks collectively **, Crystal Optoelectronics, Queclink Communications, Thunderda, Desay SV, iFLYTEK, etc., all fell more than 3% intraday. The general trend of global automotive intelligence has not changed, and it may welcome a good opportunity for layout.
On the news side, BMW, Mercedes-Benz and many other car companies have obtained L3 autonomous driving test licenses, and the era of "standard intelligent driving" is coming, and related technologies are expected to accelerate the landing. Haitong International believes that with the promotion of NOA, the penetration rate of each level of autonomous driving will continue to increase, and the growth space of automotive intelligent parts is still very broad.
With the intensification of competition in the industry, the future differentiation performance may become more and more serious, making it more difficult to invest, ordinary investors can take advantage of the ETF to grasp the long-term growth trend of the industry, smart car ETF (159888) closely tracks the CS smart car, the index selects companies that provide terminal perception and platform application for smart cars, and other representative Shanghai and Shenzhen A shares that benefit from smart cars as sample stocks, reflecting the overall performance of smart car industry companies.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.