1352 ET——随着人工智能颠覆传统行业格局，Piper Sandler 对一批致力于构建下一代智能机器的公司持乐观态度，包括自动驾驶出租车、可重复使用火箭以及人形机器人。这些公司正凭借其自主研发能力抢占先机。分析师亚历山大·波特与本·约翰逊特别指出 Rivian Automotive, Inc. 和 Mobileye Global Inc. 值得关注，原因在于，这两家公司采取垂直整合模式，能够在不依赖尚未成型的供应商或供应链的前提下，自行打造下一代产品。因此，Piper Sandler 将这两只股票评级从中性上调至超配。具体而言，Rivian Automotive, Inc. 的目标价从此前的18美元调升至20美元；Mobileye Global Inc. 的目标价则从10美元上调至12美元。
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