3月2日,小鹏汽车举办了小鹏第二代VLA媒体体验日,宣布本月将正式开启第二代VLA推送。对于小鹏第二代VLA的惊艳表现,摩根士丹利、美国银行、汇丰银行在内的多家全球头部券商给出“买入”评级。摩根士丹利称“小鹏第二代VLA是一次大胆的飞跃”“特斯拉未来将面临更多像小鹏这样,有能力在全球市场与其自动驾驶技术较量的中国企业的竞争”。此前,摩根大通持有的小鹏汽车多头头寸从6.38%增至7.04%。很快,小鹏第二代VLA将会开启全球路测,并计划于2027年开启全球交付。
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And one mistake could always trigger a much larger escalation, Pickering said.
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