大和发表报告,首次覆盖禾赛-W(02525.HK) H股予“买入”评级及目标价264元。该行于3月10日启动对禾赛(HSAI.US) 美股的覆盖。大和上调禾赛2026至27财年LiDAR出货量预测,预计2025年总出货量达146万台,按年增长191%。尽管平均售价可能持续大幅下滑,主要因产品组合转向200美元的ATX系列,该行认为销量增长应能完全抵销均价下跌,推动2025年营收实现约50%的按年...
Source Link大和发表报告,首次覆盖禾赛-W(02525.HK) H股予“买入”评级及目标价264元。该行于3月10日启动对禾赛(HSAI.US) 美股的覆盖。大和上调禾赛2026至27财年LiDAR出货量预测,预计2025年总出货量达146万台,按年增长191%。尽管平均售价可能持续大幅下滑,主要因产品组合转向200美元的ATX系列,该行认为销量增长应能完全抵销均价下跌,推动2025年营收实现约50%的按年...
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