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"Carrot Run" is popular, fund managers are intensively researching "vehicle-road-cloud integration"

2024-07-15

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Recently, after the "LuoBoKuaiPao" driverless online car-hailing service was put into use in Wuhan, it has attracted widespread attention from the capital market.

It is understood that the number of driverless orders for Baidu's autonomous driving travel service platform "LuoBoKuaiPao" in Wuhan has experienced explosive growth, with a peak of more than 20 orders per vehicle per day, a level close to the average daily order volume of taxi drivers.

In the online car-hailing scenario, although there is still debate about whether the business model of driverless driving has matured, the capital market has "taken the lead in expressing its views". Baidu, the company behind the "Carrot Run", has seen a sharp rise in its share price. On July 10, Baidu's Hong Kong stock price once rose by more than 12% during the trading session, and the increase since July has been close to 17%. In the A-share market, concept stocks such as new energy vehicles and driverless driving continued to rise, and many related listed companies received intensive research from public fund managers.

At present, many fund managers said that the increase in the penetration rate of intelligent driving will drive the explosive growth of the after-sales service market, and they are optimistic about the investment opportunities in the related industrial chain. (Securities Times)