智通财经APP获悉，黑芝麻智能(02533)早盘涨近14%，截至发稿，涨11.3%，报26.1港元，成交额9.66亿港元。
消息面上，比亚迪此前举办智能化战略发布会，发布全民智驾战略。在整车智能战略下，比亚迪天神之眼C首批上市21款车型，覆盖7万级到20万级。黑芝麻智能此前发布公告特别强调，与比亚迪等头部车企是长期战略合作关系，明确指出双方合作属于正常业务范畴。
海通国际认为，腾势定点黑芝麻智能已是旧闻，真正推高股价的是近期围绕AI和智能驾驶的市场热度。从DeepSeek的火爆，到人形机器人产品近期频繁曝光，再到比亚迪即将发布的“智驾平权”战略，资本市场正在寻找AI与硬件结合的优质标的。此外，地平线机器人近期估值暴涨，也引发市场对国产智能驾驶芯片的重新定价，黑芝麻智能作为同赛道公司，自然迎来补涨行情。
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