招商证券国际研究报告指出,黑芝麻智能(02533.HK) 去年收入为82.2亿元人民币(下同),符合该行此前预期,按年73.4%,得益于智驾产品及具身智能放量。该行表示,行业仍处渗透率提升与技术迭代早期阶段,竞争虽加剧但不改高毛利蓝海赛道属性。公司正由硬件供应商向端侧AI算力平台升级,旗舰A2000芯片核心指标处于第一梯队,其高性价比精准贴合比亚迪(01211.HK) 、吉利(00175.HK) ...
Source Link招商证券国际研究报告指出,黑芝麻智能(02533.HK) 去年收入为82.2亿元人民币(下同),符合该行此前预期,按年73.4%,得益于智驾产品及具身智能放量。该行表示,行业仍处渗透率提升与技术迭代早期阶段,竞争虽加剧但不改高毛利蓝海赛道属性。公司正由硬件供应商向端侧AI算力平台升级,旗舰A2000芯片核心指标处于第一梯队,其高性价比精准贴合比亚迪(01211.HK) 、吉利(00175.HK) ...
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