异动解读|地平线机器人-W盘中上涨3.25%,花旗正面催化剂观察叠加大众合作持续提振

行情直击
Jul 28

7月28日,地平线机器人-W盘中上涨3.25%,报4.86港元/股,成交额1.2亿港元,延续此前反弹势头。

消息面上,花旗近日对公司展开30天正面催化剂观察,给予"买入/高风险"评级及12.30港元目标价,核心逻辑在于公司与大众汽车通过酷睿程(CARIZON)深化战略合作,授权AI基础大模型开发L3及L4自动驾驶方案,预计最快于明年下半年启动交付。此外,公司上半年收入预计达19.3亿至20.8亿元,同比增长24.8%至34.5%,HSD全场景智驾方案量产持续推进,比亚迪"上帝之眼"方案渗透有望在下半年进一步提升市场份额。此前因4.5亿美元可转债发行引发的稀释担忧已逐步消化,市场情绪转暖。

地平线机器人是一家主要提供乘用车高级辅助驾驶及高阶自动驾驶解决方案的公司,核心产品包括Horizon SuperDrive等智驾系统,主要在国内市场开展业务。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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