Changes in Hong Kong stocks | Smart driving concept stocks rise across the board, Nvidia's first open source inference VLA model released to accelerate the development of safe autonomous driving technology

Zhitong Finance App learned that smart driving concept stocks rose across the board. As of press release, Zhejiang Shibao (01057) rose 9.98% to HK$5.62; Shangtang-W (00020) rose 6.25% to HK$2.38; My Little Pony Zhihing-W (02026) rose 5.46% to HK$129.5; and Horizon Robot-W (09660) rose 4.05% to HK$9.24.

According to the news, on January 5, Nvidia CEO Hwang In-hoon unveiled the Alpamayo platform at the CES exhibition in Las Vegas, which enables cars to “reason” in the real world. Hwang In-hoon said that the first car equipped with Nvidia technology will hit the US in the first quarter, Europe in the second quarter, and Asia in the second half of the year. Additionally, Nvidia announced the open source of its first inference VLA (vision-language-action) model, Alpamayo 1, a move aimed at accelerating the development of safe autonomous driving technology.

According to a research report released by Huajin Securities, the current L3 window is clear. Many domestic OEMs are about to mass-produce cars, and at the same time, their own brands continue to make efforts in terms of intelligence. High-end smart driving has clearly declined. From January to September 2025, the penetration rate of L2 and above assisted driving models reached 64.7%, a record high. Therefore, the bank is optimistic that electrification and intelligence will drive the automobile industry chain to continue to develop, and the penetration rate of intelligent components will continue to increase. At the same time, the domestic industrial chain is expected to accelerate expansion in 2026, and related parts manufacturers will benefit from industrial upgrading to bring incremental opportunities.