港股异动 | 博泰车联(02889)尾盘涨超7% 公司近期达成多项重磅合作 机构看好公司业绩释放

智通财经
May 04

智通财经APP获悉,博泰车联(02889)尾盘涨超7%,截至发稿,涨6.36%,报143.8港元,成交额2717.27万港元。

消息面上,4月22日,博泰车联与地平线签署战略合作框架协议,成为其驾舱融合芯片“地平线星空®”的首批签约客户,双方将在智能座舱、智能驾驶等领域开展协同。4月23日,公司宣布与某头部OEM新能源车企及英伟达达成深度合作,获得新一代智能车型定点,将主导提供AI BOX“软硬”一体化解决方案,并基于英伟达DRIVE AGX Thor平台开发车端大模型解决方案。

国泰海通证券发布研报称,博泰车联深耕AI智能座舱赛道,依托软硬芯云一体化能力,在高端平台放量与AI驱动下进入业绩释放期,成长性与估值弹性兼具。首次覆盖,给予“增持”评级。

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