Bernstein发表研究报告指,地平线机器人-W(09660.HK) 近期股价受压,主要是市场正忧虑汽车制造商自主开发智能驾驶芯片的激进部署,以及汽车销售疲弱下投资者对公司2026年的交付目标存疑。然而,该行认为虽然受市场情绪影响,其股价短期内或相对平淡,但短期波动不应掩盖基本面依然稳固的长期投资观点,维持其“跑赢大市”评级,目标价10元。该行指出,第三方智能驾驶芯片仍是多数汽车制造商的最佳选择...
Source LinkBernstein发表研究报告指,地平线机器人-W(09660.HK) 近期股价受压,主要是市场正忧虑汽车制造商自主开发智能驾驶芯片的激进部署,以及汽车销售疲弱下投资者对公司2026年的交付目标存疑。然而,该行认为虽然受市场情绪影响,其股价短期内或相对平淡,但短期波动不应掩盖基本面依然稳固的长期投资观点,维持其“跑赢大市”评级,目标价10元。该行指出,第三方智能驾驶芯片仍是多数汽车制造商的最佳选择...
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