金吾财讯 | 地平线机器人(09660)小幅高开后震荡上行，截至发稿，报5.83港元，涨6.19%，成交额1.66亿港元。
消息面上，近期高盛发布研报指出，看好地平线机器人作为中国领先的智能驾驶芯片供应商之一。由于更多客户要求高端解决方案，即其Superdrive配备J6平台及相应的软件解决方案（如NOA），导致每个客户每年支出增加。
该行预测，因收入及毛利率增加，上调对集团2024-2030年净利润预测。基于盈利修订，将公司目标价由6.1港元上调14%至6.95港元。由于集团仍处扩张及亏损阶段，该行相信，其贴现EV/EBITDA估值方法能适当捕捉集团的长期增长机会。维持“买入”评级。
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