Low-Position Auto / Physical AI Target Recommendations:

English summary

[Horizon Robotics] Smart driving landscape is becoming clearer; company's HSD performance is excellent, BYD supply breakthrough achieved, with full layout in smart driving IP/chips/algorithms; [Momenta] High earnings growth, business nearing closed loop, with full layout in L2+, Robotaxi, and Robovan; [Bethel] Onebox sales high growth, EMB world's first mass production project, steering acquisition of Yubei adds elasticity; [Nexteer] Low valuation with high earnings growth, steer-by-wire moving from 0-1 with mass production for multiple automakers.