爱芯元智午后走强，一度涨超4%。
消息面上，爱芯元智近期持续推进AI推理及智能汽车芯片布局。公司此前发布“元曦”系列大算力AI推理产品，并展示AI服务器、机器人及智能汽车等多场景解决方案。市场关注其AI推理芯片商业化进展，以及边缘AI和智能汽车业务的增长潜力。
申万宏源近日发布关于爱芯元智的研报，首次覆盖给予“买入”评级。公司以AI-ISP+NPU双IP构建平台型壁垒，2025年收入预计5.6亿元，全球中高端视觉端侧AI芯片市占率24.1%。智驾SoC卡位高阶NOA窗口期，边缘算力矩阵覆盖具身智能全场景。预计2026–2028年营收8.24、18.31、34.47亿元，2026年PS 7X低于可比均值11X，估值具备吸引力。
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