Gelong Hui rose on September 12, the auto parts stock.Demaise,Xingmin Zhitong,Joint force science and technology,Wen can shares,Wei Di shares,Songyuan shares,Chaoda equipment,Baolong technology has soared.

ETF aspectCastrol FundRare metal ETF,Huitianfu FundNew energy vehicle ETF,Cathay Pacific FundNew energy vehicleETF 、Guangdong Development FundRare metalETF、Hua'an FundNew energy vehicleETF Fund,Cathay Pacific FundAutomobileETF 、Safety fundXinneng carETF 、Huaxia FundNew energy vehicleETF rose.

On the news, Tesla, Inc. 's share price rose 10%, and its market capitalization soared by more than $70 billion. Tesla, Inc. 's share price tipped off when Morgan Stanley released a research report entitled "unlock Tesla, Inc. 's AI Magic", raising Tesla, Inc. 's rating from "holding" to "overholding" and raising its 12-18-month target price by 60% to $400, the highest target price on Wall Street.

Analysts at Morgan Stanley predict that Tesla, Inc. 's "Dojo", a supercomputer used to train artificial intelligence models of self-driving cars, could give it an "asymmetric advantage" and increase its total market capitalization by nearly $600 billion, or 76 per cent.

Dojo is a custom supercomputer developed by Tesla, Inc. that can be used to train its FSD system. Big Motors pointed out that Tesla, Inc. cars are robots full of sensors, and Dojo will help it improve its ability to collect and process real-time video data from the edge, and train these robots from the experience of existing vehicle queues. Based on this, Tesla, Inc. made a custom AI ASIC chip (D1 chip), which is more efficient (energy consumption, latency) and cheaper than the market-leading general-purpose chips (NVIDIA Corp's A100 and H100). Dojo is an AI data center embedded in thousands of D1 chips.

In the short term, Dojo can accelerate the development and monetization of Tesla, Inc. 's software and services business. In the long run, Dojo may provide a way for Tesla, Inc. 's software and hardware capabilities to surpass the automotive industry. If Dojo can help cars "see" and "react", more markets may be opened in the future, like any device with a camera on the edge device, which can make real-time decisions based on vision.

From the perspective of domestic sales of new energy vehicles, BYD has reached a new high, ideal, and NIO Inc. takes the lead in new forces.

BYD sold 274000 vehicles in August, + 57% year-on-year and + 4.6% month-on-month, continuing to break an all-time high, with cumulative sales of 1.79 million vehicles from January to August, + 83% year-on-year. Teng Teng sold 11515 vehicles in August, with a month-on-month ratio of + 3%. Teng Teng N7 sold 1480 vehicles in its first full delivery month. Teng Teng N8 will start national-scale delivery in September.

GAC Ean sold 45029 vehicles in August, + 67% year-on-year, basically flat from the previous month, with terminal delivery reaching 52057 vehicles, higher than production sales in August, and delivery was mainly limited by the factory's production capacity. From January to August, Ean sold a total of 299000 vehicles, + 93% compared with the same period last year, and the annual sales target completion rate reached 60%.

Changan Deep Blue delivered 14736 vehicles in August, with a month-on-month ratio of + 12%. Deep Blue S7 sold 10039 vehicles in July, and Deep Blue sold a total of 69534 vehicles from January to August.

In August, New Power ranked ideal (sales 34914, year-on-year + 664%, month-on-month + 2%), NIO Inc. (19329, year-on-year + 81%, month-on-month-6%), zero run (sales of 14190, year-on-year + 13%, month-on-month-1%), XPeng Inc. (sales of 13690, + 43%, month-on-month + 24%), polar krypton (sales of 12303, year-on-year + 72%, month-on-month + 2%), Naji (sales of 12103,-24%) Month-on-month + 21%) and Cyrus (sales of 3263 vehicles, year-on-year-68%, month-on-month-23%).

Societe Generale Securities believes that the automobile sector may have obvious excess benefits in September / October, mainly because the price war since August has responded to the market shock, and the price war in August is different from that at the beginning of the year. more is the main engine factory and dealers to lock the peak season (September / October) customer orders to do the marketing resources front, the actual terminal demand is not weak but very strong, September October / November passenger cars accelerated upward with the month-on-month boom. Considering the high base in June, July and August, the retail sales of passenger cars in the industry are basically the same as the same period last year, and the downward base of the industry affected by the epidemic in September and October 2022 is relatively low. It is expected that retail sales of passenger cars will be higher than the previous month in September, October and November of 2023, while it will accelerate in September, October and November of 2023. Based on the fact that the market has responded to the price war in August and the monthly sales boom at the end of the year is expected to rise, it is expected that the automobile sector may have obvious excess benefits, and is optimistic about the three main lines of "high-level intelligent driving + independent high-end + Tesla, Inc. three re-cycle".