---
title: "“蘿蔔快跑” 在賣方研究圈火了！超 5000 份研報關注無人駕駛"
description: "百度旗下蘿蔔快跑火爆出圈，關注度超高。有超過 5000 份研報關注無人駕駛，引發了賣方研究圈的關注。德邦證券發佈了有關蘿蔔快跑的最新研報，指出自動駕駛未來已來，並建議投資者關注自動駕駛相關標的。多家券商研究所也發佈了關於無人駕駛及車路雲一體化概念的研究報告，顯示了市場對智能交通領域的高度關注與樂觀預期。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/208796584.md"
published_at: "2024-07-14T09:21:36.000Z"
---

# “蘿蔔快跑” 在賣方研究圈火了！超 5000 份研報關注無人駕駛

> 百度旗下蘿蔔快跑火爆出圈，關注度超高。有超過 5000 份研報關注無人駕駛，引發了賣方研究圈的關注。德邦證券發佈了有關蘿蔔快跑的最新研報，指出自動駕駛未來已來，並建議投資者關注自動駕駛相關標的。多家券商研究所也發佈了關於無人駕駛及車路雲一體化概念的研究報告，顯示了市場對智能交通領域的高度關注與樂觀預期。

金十數據 7 月 14 日訊，近期百度旗下蘿蔔快跑火爆出圈，疊加上海將有序開放新城智能網聯汽車應用範圍等利好消息，相關概念成為賣方研究熱點話題。記者以 “蘿蔔快跑” 為熱詞搜索相關行業研報，得到多達 523 份。如果以 “無人駕駛” 為熱詞搜索，更有超過 5000 份之多。中信證券研報認為，近期，高級別自動駕駛迎密集催化。伴隨 “政策開放 + 成本下降 + 效率提升”，高級別自動駕駛產品投放正在加速，特斯拉入場後有望進一步擴大聲量。利好產業鏈，包括：自動駕駛技術提供方；自動駕駛頭部零部件供應商；路側設備和雲控平台供應商；整車代工服務提供商。

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