文远知行(WRD)盘前涨超1% 与Uber宣布升级战略合作 摩根大通维持公司增持评价

金吾财讯
Feb 09

金吾财讯 | 文远知行(WRD)盘前涨超1%,截至发稿,报7.920美元。消息面上,摩根大通发表研究报告指出,文远知行美股年内迄今下跌10%,且自1月中旬以来跑输KWEB ETF达16%。部分疲软反映对机器人计程车领域竞争加剧的担忧重燃,这在特斯拉进入该领域引起关注之后尤为明显。值得注意的是,特斯拉在奥斯汀测试其机器人计程车队队获市场正面看待,但也加剧投资者对竞争激烈的谨慎情绪。这种情绪因NVIDIA  Alpamayo平台受到热烈追捧而被放大,一些观点认为这对传统ADAS和自动驾驶解决方案提供商构成风险。然而,该行认为,若缺乏深入的本地化软体整合和数据积累,Alpamayo对高阶自动驾驶功能的影响有限,而这些领域正是文远知行及中国领先供应商保持结构性优势的地方。文远知行于上周五(6日)宣布,计划到2027年与Uber合作在中东地区部署至少1,200辆机器人计程车,这明确WeRide实现商业规模化的路径。该行重申对文远知行美股“增持”评级和17美元的目标价。该行相信随著市场消化这些竞争格局变化,WeRide的全球合作伙伴关系、轻资产模式以及对L4级ADAS技术的专注,将使其在市场中表现出色。

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