On the morning of January 6th, shares of numerous companies in the autonomous driving sector surged, quickly reaching their daily price limits. On the news front, NVIDIA unveiled the Alpamayo series, a collection of open-source AI models, simulation tools, and datasets. This initiative is designed to expedite the development of inferential assisted driving and autonomous driving systems. The company anticipates the launch of L4-level Robotaxi services by 2027. Analysts highlight that the Robotaxi industry is experiencing a gradual acceleration in its development trajectory. According to a research report from AJ Securities, the linchpin for the approval of L3 autonomous driving lies in the shift of liability from drivers to automakers or system suppliers. This shift signifies the transition of intelligent driving from mere auxiliary functions to full-fledged commercial applications. Automakers that excel in intelligent technology, system engineering capabilities, and supply chain management, along with suppliers that possess core components and system capabilities for advanced intelligent driving, are poised to be the primary beneficiaries of these developments.