里昂:地平线机器人-W维持“跑赢大市”评级 目标价11港元

新浪港股
Apr 25
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  里昂发布研报称,地平线机器人-W(09660)于年度产品发布会上推出业内首款舱驾一体芯片“星空Starry 6”,其中6P版本采用5纳米制程,算力达650 TOPS。在内存价格上升的背景下,星空Starry 6可为车企每辆车节省约1,500至4,000元人民币成本。维持对地平线机器人跑赢大市评级,目标价11港元。

  目前该芯片已获得逾10间原始设备制造商及一级供应商的合作意向,并将于今年第三季开始量产。此外,智能驾驶方案Horizon SuperDrive (HSD)升级至1.6版本,以及智能代理操作系统KaKaClaw亦成为会上焦点。该行认为,市场应认可公司在芯片及HSD销量方面的进展。

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