异动解读 | Rivian盘中大涨5.03%,自研AI芯片取代英伟达技术,高盛上调目标价

异动解读
Dec 16, 2025

Rivian Automotive(RIVN)今日盘中大涨5.03%,市场表现强劲。

消息面上,Rivian日前在公司“自驾&AI日”活动上宣布,将在即将推出的R2 SUV中搭载自研的“RAP1”芯片,取代英伟达的技术。新车还将集成激光雷达传感器,由台积电代工生产。Rivian表示,RAP1芯片的运算速度是现款依赖英伟达芯片系统的四倍,同时每辆车的成本可降低数百美元。这一技术突破显著提升了市场对Rivian未来自动驾驶能力和成本控制的信心。

此外,高盛将Rivian的目标价从13美元上调至16美元,维持“中性”评级。分析师对Rivian的乐观预期进一步推动了股价上涨。

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