摩根士丹利发表研究报告,将地平线机器人(09660.HK) 目标价由11.5元下调至10元,评级“增持”,同时调整对其2026至2028年盈利预测,料期内自动驾驶芯片出货量将高于先前预期,但因产品组合转变而下调毛利率预测。另预期下一代智驾芯片征程7 (J7)平台于今年底至明年初推出前,2026至2028年的研发费用将较先前预期为高。该行认为,地平线今年以来股价跑输大市,已反映国内汽车需求疲弱、内存...
Source Link摩根士丹利发表研究报告,将地平线机器人(09660.HK) 目标价由11.5元下调至10元,评级“增持”,同时调整对其2026至2028年盈利预测,料期内自动驾驶芯片出货量将高于先前预期,但因产品组合转变而下调毛利率预测。另预期下一代智驾芯片征程7 (J7)平台于今年底至明年初推出前,2026至2028年的研发费用将较先前预期为高。该行认为,地平线今年以来股价跑输大市,已反映国内汽车需求疲弱、内存...
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