港股异动 | 耐世特(01316)涨超8% 股价创逾3年半新高 机构看好其迎来收入持续增长

智通财经
Sep 29

智通财经APP获悉,耐世特(01316)涨超8%,高见8.79港元创2022年1月以来新高。截至发稿,涨8%,报8.64港元,成交额1.85亿港元。

消息面上,据报道,特斯拉CEO埃隆·马斯克于近日通过其社交媒体平台公布了备受瞩目的FSD V14版本的详细推送计划。根据计划, 特斯拉最快将于下周启动首个版本的部署,随后将依次推出V14.1和V14.2两个后续版本,以阶梯式更新的方式向用户交付这一重大升级。华源证券认为,如特斯拉FSDV14落地效果超出预期,或将进一步推动整个智驾行业技术变革,此外,FSDV14的发布或将进一步推动特斯拉Robotaxi业务落地。

国证国际此前表示,耐世特为全球转向龙头,自动驾驶与特斯拉产业链稀缺标的。兴业证券指出,公司专注汽车转向系统逾百年,研发与创新能力强,经验与技术积累深厚,其核心产品符合汽车行业大趋势,线控转向技术储备充足、行业领先,有望持续享受汽车行业转型变革红利。伴随新订单及新客户项目持续投产、成本控制措施逐步落地,该行认为耐世特有望迎来收入持续增长及盈利能力修复。

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