智通财经APP获悉，禾赛-W(02525)涨超3%，截至发稿，涨2.88%，报214.6港元，成交额5883.81万港元。
消息面上，中金研报指出，禾赛-W本月在CES 2026上展示最新激光雷达技术成果，并更新交付量、产能规划、战略合作等经营情况。量产交付能力领先行业；国内外产能稳步推进。L3车型获工信部准入许可，激光雷达单车数量有望提升。Robotaxi、机械人等下一代物理AI浪潮袭来，激光雷达成关键引擎。
值得一提的是，英伟达CEO黄仁勋在CES 2026发布自动驾驶的开源VLA(视觉-语言-动作)大模型平台Alpamayo。东方证券认为，随着英伟达自动驾驶生态持续拓展、高级别自动驾驶及Robotaxi渗透率逐步提升，预计智驾芯片、激光雷达、域控制器、线控制动/转向等高级别自动驾驶相关零部件需求将迎来快速增长，自动驾驶软硬件供应商将持续迎来发展机遇。
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