港股异动 | 汽配股逆市走高龙虾上车引领座舱人机交互变革机构建议关注智驾产业链

智通财经05-08

智通财经APP获悉，汽配股逆市走高，截至发稿，敏实集团(00425)涨5.85%，报39.06港元；德昌电机控股(00179)涨3.86%，报29.08港元；耐世特(01316)涨3.54%，报5.26港元；浙江世宝(01057)涨3.05%，报5.06港元。消息面上，2026北京车展上，“龙虾上车”火爆。以理想汽车为代表的造车新势力，以斑马智能为代表的智舱AI公司，以地平线为代表的智驾AI公司，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2633488509?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-08 11:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2633488509","market":"fut","top_or_hot":-1,"title":"港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，汽配股逆市走高，截至发稿，敏实集团(00425)涨5.85%，报39.06港元；德昌电机控股(00179)涨3.86%，报29.08港元；耐世特(01316)涨3.54%，报5.26港元；浙江世宝(01057)涨3.05%，报5.06港元。消息面上，2026北京车展上，“龙虾上车”火爆。以理想汽车为代表的造车新势力，以斑马智能为代表的智舱AI公司，以地平线为代表的智驾AI公司，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1439406.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-08 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1439406.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汽配股逆市走高，截至发稿，敏实集团(00425)涨5.85%，报39.06港元；德昌电机控股(00179)涨3.86%，报29.08港元；耐世特(01316)涨3.54%，报5.26港元；浙江世宝(01057)涨3.05%，报5.06港元。消息面上，2026北京车展上，“龙虾上车”火爆。以理想汽车为代表的造车新势力，以斑马智能为代表的智舱AI公司，以地平线为代表的智驾AI公司，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1439406.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1439406.html","article_id":"2633488509","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633488509","pubTimestamp":1778210294,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，2026北京车展上，“龙虾上车”火爆。以理想汽车为代表的造车新势力，以斑马智能为代表的智舱AI公司，以地平线为代表的智驾AI公司，以中科创达为代表的软件交付公司等，纷纷发布或亮相车载龙虾方案。伴随舱驾交互日益紧密，以及座舱AI日益成长的需求，叠加成本优势，舱驾成为大势所趋，供需两侧驱动下，产业有望持续升级。该行关注智驾产业链标的机会，感知、决策、执行以及运营环节均有望充分受益。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","00179":"德昌电机控股","01316":"耐世特","BK4585":"ETF&股票定投概念","BK1144":"机动车零配件与设备","00425":"敏实集团","SG9999002950.SGD":"United Asian Growth Opportunities SGD","BK1509":"特斯拉概念股","01057":"浙江世宝","LU0227179875.USD":"SCHRODER ISF ASIAN SMALLER COMPANIES \"A\" ACC","BK1589":"北水核心资产","VXUS":"国际股票ETF-Vanguard"},"translate_title":"Hong Kong stocks change | Auto parts stocks rise against the market. Lobster gets on the bus to lead the reform of human-computer interaction in the cockpit. Institutions suggest paying attention to the smart driving industry chain","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VXUS":1.5,"00179":0.9,"01316":0.9,"00425":0.9,"01057":0.9},"content_text":"智通财经APP获悉，汽配股逆市走高，截至发稿，敏实集团(00425)涨5.85%，报39.06港元；德昌电机控股(00179)涨3.86%，报29.08港元；耐世特(01316)涨3.54%，报5.26港元；浙江世宝(01057)涨3.05%，报5.06港元。消息面上，2026北京车展上，“龙虾上车”火爆。以理想汽车为代表的造车新势力，以斑马智能为代表的智舱AI公司，以地平线为代表的智驾AI公司，以中科创达为代表的软件交付公司等，纷纷发布或亮相车载龙虾方案。开源证券发布研报称，2026年OpenClaw的问世给AI Agent打开想象空间，座舱领域交互变革已然到来，软件、应用、玩家都蕴藏诸多新机遇。伴随舱驾交互日益紧密，以及座舱AI日益成长的需求，叠加成本优势，舱驾成为大势所趋，供需两侧驱动下，产业有望持续升级。线控悬架开启规模化上车，线控转向、全主动悬架、EMB即将陆续量产。该行关注智驾产业链标的机会，感知、决策、执行以及运营环节均有望充分受益。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633488509","isCrawlerRequest":true}

港股异动 | 汽配股逆市走高 龙虾上车引领座舱人机交互变革 机构建议关注智驾产业链

精彩评论

港股异动 | 汽配股逆市走高龙虾上车引领座舱人机交互变革机构建议关注智驾产业链