消息面上,公司近期多项利好持续催化:先后与地平线签署战略合作,并与英伟达达成基于DRIVE AGX Thor平台的车端大模型量产合作,成为全球首个与该芯片达成量产合作的AI应用公司;5月14日任命前赛轮思集团CEO Stefan Ortmanns博士为欧洲业务负责人,加速全球化布局。国盛证券指出公司新获生命周期订单近150亿元,预计收入复合增速超50%,给予"买入"评级。港股AI应用概念板块近期表现活跃,亦对股价形成支撑。
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