HK Stock Market Move | Intelligent driving concept stocks continue to rise, Tesla officially announces the entry of FSD Supervision version into China, institutions point out that this will accelerate the development of the domestic intelligent driving industry chain.

The concept stocks of intelligent driving continue to rise. As of the time of publication, HORIZONROBOT-W (09660) rose by 6.63%, to 6.43 Hong Kong dollars; Yushike Technology (01511) rose by 6.78%, to 63 Hong Kong dollars; BLACK SESAME (02533) rose by 5.36%, to 16.9 Hong Kong dollars; ROBOSENSE (02498) rose by 3.68%, to 33.22 Hong Kong dollars. On the news front, on May 21, Tesla announced the landing range of the supervision version of FSD, which includes the Chinese market. Tesla China's official website has adjusted its driving assistance related naming system, unifying the terms "FSD" "fully autonomous driving capability" and other related terms into "Tesla driving assistance". Currently, the "FSD" label has been removed from Tesla China's official website. Dongguan Securities pointed out that although the current FSD supervision version is still at L2 level and faces short-term challenges such as retraining local data, hardware version computational power differences, and compliance map adaptation, as an industry benchmark, it will inevitably trigger a strong "catfish effect", driving the acceleration of the domestic intelligent driving industry chain towards end-to-end large model architecture evolution, igniting a new round of technological iteration and experience upgrade arms race.