美股异动|禾赛盘前涨超2%,大摩指其可受惠于robotaxi配置升级加速

格隆汇
Sep 22, 2025

禾赛(HSAI.US)盘前涨超2%,报29.67美元。消息面上,摩根士丹利发布研报称,中国自动驾驶出租车的车队规模与运营区域持续扩大。同时,全球自动驾驶出租车的竞赛已进入新阶段,成为推动中国向L4+级自动驾驶发展的强大催化剂。该行预计,2030年L4+级自动驾驶计程车将占中国出租车或共用出行车队总规模的8%。该行认为,在当前行业竞赛中,具有可扩展产品销售能力的头部硬体制造商,如禾赛,将受惠于配置升级的加速。(格隆汇)

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