---
title: "“萝卜快跑” 在卖方研究圈火了！超 5000 份研报关注无人驾驶"
description: "百度旗下萝卜快跑火爆出圈，关注度超高。有超过 5000 份研报关注无人驾驶，引发了卖方研究圈的关注。德邦证券发布了有关萝卜快跑的最新研报，指出自动驾驶未来已来，并建议投资者关注自动驾驶相关标的。多家券商研究所也发布了关于无人驾驶及车路云一体化概念的研究报告，显示了市场对智能交通领域的高度关注与乐观预期。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/208796584.md"
published_at: "2024-07-14T09:21:36.000Z"
---

# “萝卜快跑” 在卖方研究圈火了！超 5000 份研报关注无人驾驶

> 百度旗下萝卜快跑火爆出圈，关注度超高。有超过 5000 份研报关注无人驾驶，引发了卖方研究圈的关注。德邦证券发布了有关萝卜快跑的最新研报，指出自动驾驶未来已来，并建议投资者关注自动驾驶相关标的。多家券商研究所也发布了关于无人驾驶及车路云一体化概念的研究报告，显示了市场对智能交通领域的高度关注与乐观预期。

金十数据 7 月 14 日讯，近期百度旗下萝卜快跑火爆出圈，叠加上海将有序开放新城智能网联汽车应用范围等利好消息，相关概念成为卖方研究热点话题。记者以 “萝卜快跑” 为热词搜索相关行业研报，得到多达 523 份。如果以 “无人驾驶” 为热词搜索，更有超过 5000 份之多。中信证券研报认为，近期，高级别自动驾驶迎密集催化。伴随 “政策开放 + 成本下降 + 效率提升”，高级别自动驾驶产品投放正在加速，特斯拉入场后有望进一步扩大声量。利好产业链，包括：自动驾驶技术提供方；自动驾驶头部零部件供应商；路侧设备和云控平台供应商；整车代工服务提供商。

### Related Stocks

- [09888.HK - 百度-SW](https://longbridge.com/zh-CN/quote/09888.HK.md)
- [BIDU.US - 百度](https://longbridge.com/zh-CN/quote/BIDU.US.md)
- [DRIV.US - 自动驾驶和电动汽车 ETF - GlobalX](https://longbridge.com/zh-CN/quote/DRIV.US.md)
- [89888.HK - 百度集团-SWR](https://longbridge.com/zh-CN/quote/89888.HK.md)
- [IDRV.US - 自动驾驶电动车与技术 ETF - iShares](https://longbridge.com/zh-CN/quote/IDRV.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| [Updated] Nio breaks single-day battery swap service record, again | Nio Inc. set a new single-day record for battery swap services on February 19, completing 165,898 swaps. This achievemen | [Link](https://longbridge.com/zh-CN/news/276405649.md) |
| Seat launches pilot production of electric compact cars | Spanish VW brand Seat has launched pilot production of the Cupra Raval at its Martorell plant, marking a significant mil | [Link](https://longbridge.com/zh-CN/news/276425200.md) |
| CICC Reaffirms Their Buy Rating on NIO Inc. Class A (9866) | CICC analyst maintained a Buy rating on NIO Inc. Class A yesterday and set a price target of HK$50.00.Valentine's Day Sa | [Link](https://longbridge.com/zh-CN/news/275967598.md) |
| Pentagon Adds Alibaba, BYD To Chinese Military List, Then Reportedly Pulls Filing As Trump-Xi Meet Looms | The Pentagon briefly added Alibaba and BYD to its list of companies with alleged ties to the Chinese military, raising c | [Link](https://longbridge.com/zh-CN/news/275968276.md) |
| Alibaba (BABA) Upgrades Qwen AI Model as China's Tech Giants Battle for Users | Alibaba has upgraded its AI model to Qwen3.5, enhancing its capabilities in text, image, and video processing. This move | [Link](https://longbridge.com/zh-CN/news/276055492.md) |

---

> **免责声明**：本文内容仅供参考，不构成任何投资建议。
