智通财经APP获悉，摩根大通发布研报称，启动覆盖地平线机器人-W(09660)，评级“增持”，目标价为13港元。地平线作为领先的智能驾驶解决方案供应商，在2025年上半年于中国车企的ADAS解决方案市场占有率达46%。 随着中国智能驾驶渗透率加速提升，预期领先的技术供应商将显著受益。
小摩相信地平线机器人具竞争力的产品性能与定价策略，将有助公司持续扩大市占率并驱动增长。此外，机器人产品线可带来增量营收并支撑长期增长。 该行预测公司2024至2027年营收复合年增长率达56%，2028年将实现73%的年增长率，此趋势应能推动股价进一步上扬。
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