异动解读|地平线机器人-W盘中上涨3.17%,花旗看好大众合作启动正面催化剂观察

行情直击
Jul 27

7月27日,地平线机器人-W盘中上涨3.17%,报4.56港元/股,成交额2.72亿港元,较此前因可转债稀释担忧引发的连续下跌出现反弹。

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,目标价12.30港元,核心逻辑为公司与大众汽车通过酷睿程深化AI基座大模型授权合作,预计未来三年带来约30亿元人民币授权收入,对应毛利10%至12%上行空间。此外,公司于7月26日向1,202名承授人授出约9061万股限制性股票奖励,显示管理层对长期发展的信心。基本面方面,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全场景智驾方案规模化量产持续推进。

(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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