禾赛-W今日盘中大涨5.02%，市场表现强劲。
消息面上，国金证券发布研报指出，禾赛2026年第一季度业绩报告超预期，物理AI年内收入预计过亿，机器人下游需求饱满。公司一季度激光雷达出货量达47.2万颗，超出市场指引及预期。此外，公司宣布获得梅赛德斯-奔驰L3级车型在欧洲及中国市场的定点项目，未来产能将由新落成的泰国“伽利略”制造中心保障。这些积极进展显著增强了投资者对公司未来增长潜力的信心。
该行基于公司一季度表现，预测其2026至2028年营收与净利润将持续增长，并考虑到公司在物理AI领域的领先地位和海外市场拓展，维持“买入”评级。尽管存在技术路线、成本及国际局势等风险因素，但公司长期前景依然被看好。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.