10月8日,A股市场在节后首个交易日迎来了强劲的开盘表现港股杠杆,三大股指集体飙升。盘面上,大金融、大消费板块表现强势,软件开发、半导体、无人驾驶、AI持续活跃。其中无人驾驶概念股全线飘红,中海达(300177.SZ)开盘涨停,骏创科技(833533)、润和软件(300339.SZ)等龙头股更是带动整个板块持续走高。消息面上,国内萝卜快跑最新的第六代无人车已经上路测试,引发市场广泛关注港股杠杆,国际上特斯拉将于10月10日发布Robotaxi。开源证券研报分析称,技术+政策共振,交通出行变革将至,潜在万亿市场加速打开,相关产业链上下游企业均有望受益,Robotaxi未来已来。
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