My stock in focus today is
$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ , following a key regulatory milestone in autonomous driving. The company has secured an L3 road test license in Guangzhou, enabling regular conditional autonomous driving tests on intelligent connected highways and reinforcing its progress toward higher-level autonomy.
On the technology side, XPeng continues to differentiate itself through integrated hardware and software. The rollout of its self-developed Turing chip and advances in cloud-based foundation models mark its entry into the second-generation VLA phase, strengthening real-world AI driving capability.
Looking ahead, XPeng plans to mass-produce L4-capable VLA by Q1 2026 and launch an L4 Robotaxi the same year. Its full pivot to an AI-driven strategy, spanning smart vehicles, robots, and flying cars, underscores its ambition to become a long-term AI mobility platform rather than just an automaker.
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