HK Stock Market Move | Partial smart driving concept stocks rose, with PONY-W (02026) and WERIDE-W (00800) both up nearly 6%.

Some concept stocks in the smart driving sector have risen, as of the deadline, PONY-W (02026) increased by 5.77% to HKD 130.2; WERIDE-W (00800) increased by 5.71% to HKD 24.08; Zhejiang Shibao (01057) increased by 5.55% to HKD 6.09; CAOCAO INC (02643) increased by 3.67% to HKD 34.5. On the news front, on January 22, local time, Elon Musk made a rare appearance at the Davos Forum, where he mentioned that Tesla's autonomous driving robotaxi service Robotaxi is expected to be deployed on a large scale in the United States this year. He said, "By the end of this year, this service will be very, very popular across the United States," and they have already started offering Robotaxi services in Texas Austin without in-car safety supervisors. Soochow points out that the global commercialization turning point of Robotaxi is approaching, and they are optimistic about domestic L4 companies expanding overseas. Ping An Securities believes that although there are still many restrictions on the operation of L3 models, the approval of L3 models indicates progress in the technology and policy aspects of smart driving, laying the foundation for the subsequent commercialization of smart driving. By 2026, the commercial loop of intelligent driving is expected to be further connected.