智通财经APP获悉，地平线机器人-W(09660)涨超5%。截至发稿，涨5.28%，报6.18港元，成交额3.13亿港元。
消息面上，2月10日，比亚迪在智能化战略发布会上重磅发布全民智驾战略，并推出天神之眼C高阶智驾三目版。此次发布标志着地平线最新一代车载智能计算方案征程®6系列正式全球首发落地比亚迪天神之眼。公司表示，随着搭载天神之眼C的比亚迪车型正式面向用户交付，征程6系列也在2月正式开启大规模量产交付。
高盛此前表示，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。因收入及毛利率增加，故上调对集团2024-2030年净利润预测。高盛认为，地平线机器人J6平台的推出，正值中国智能驾驶加速普及的时间窗口，预计将在2025-2026年开始进入量产。
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