智通财经APP获悉，地平线机器人-W(09660)涨超3%，截至发稿，涨2.72%，报3.77港元，成交额5888.82万港元。
中银证券发布研报称，目前英伟达Orin-X以254Tops的算力在中国中高端车型市场上占据重要地位，地平线在2024年4月发布的J6P综合算力达到560Tops，实现对英伟达Orin-X性能的反超。根据灼识咨询数据，2024年上半年地平线在中国本土OEM高级辅助驾驶解决方案市场份额为35.9%，登顶第一。
该行续指，根据36氪报道，2025年高阶智驾技术呈现向20万元以下车型普及的趋势。目前行业普遍认为针对智驾模型开发设计的计算芯片可以实现大模型最大程度的优化。地平线为主机厂提供软硬件一体化的解决方案， 包括高阶HorizonSuperDrive+J6P、中阶Horizon Pilot+J3/J5/J6E/J6M、低阶Horizon Mono+J3/J6B等。该行预计地平线有望在智驾市场下沉的趋势中，为主机厂和Tier1提供更具量产效率和性价比的解决方案。
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