国盛证券发布研报称，展望未来，速腾聚创（02498）表示，受益于下半年汽车新品集中交付、机器人领域市场需求增加、自研芯片成本优化及产能利用率提升，对长期发展前景保持乐观，并持续聚焦AI算法与硬件技术创新，强化在ADAS和机器人产业的领先优势。由于产品组合变动、新品推出，调整速腾聚创2026-2028年的总收入到30.4/40.8/52.9亿元，non-GAAP归母净利润到0.1/3.0/4.3亿元。基于5x 2027e P/S，给予速腾聚创目标价49港元，重申“买入”评级。
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