智驾概念股集体上行、速腾聚创涨超14%，禾赛向梅赛德斯供应激光雷达美股飙升
港股智驾概念股集体上行，速腾聚创涨超14%， 长城汽车 涨超13%， 涂鸦智能-W 涨超3%、英恒科技涨超4%。
消息面上，禾赛在美股飙升超50%，公司向梅赛德斯供应激光雷达传感器。另外，速腾聚创宣布，已成功完成配售2200万股新股份，所得款项净额约为9.89亿港元。
国金证券发布研报称，激光雷达在车载和机器人两大市场发展潜力巨大。2024年车载激光雷达渗透率“跨越鸿沟”，2025年有望受益于智驾下沉实现“量增价平”；在机器人市场，彩色3D点云方案前景向好，“硬件标准化+软件生态开放”将成头部厂商竞争优势。
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