金吾财讯 | 小鹏集团-W（09868）早盘股价强势，最新上涨超6%，报46.2港元，成交额5.87亿港元。消息面上，备受市场关注的小鹏机器人业务日前刚刚完成首轮超9亿美元融资，投后估值约430亿元，IDG资本领投，高榕创投、腾讯、阿里参与投资，小鹏集团保持控股。何小鹏坦言，高阶通用人形机器人创新难度远高于智能汽车，技术壁垒极高。顾宏地在电话会上判断，机器人业务硬件毛利潜力显著高于汽车业务，叠加AI软件订阅服务，一旦实现产能爬坡，盈利节奏有望快于汽车板块。
金吾财讯 | 小鹏集团-W（09868）早盘股价强势，最新上涨超6%，报46.2港元，成交额5.87亿港元。消息面上，备受市场关注的小鹏机器人业务日前刚刚完成首轮超9亿美元融资，投后估值约430亿元，IDG资本领投，高榕创投、腾讯、阿里参与投资，小鹏集团保持控股。何小鹏坦言，高阶通用人形机器人创新难度远高于智能汽车，技术壁垒极高。顾宏地在电话会上判断，机器人业务硬件毛利潜力显著高于汽车业务，叠加AI软件订阅服务，一旦实现产能爬坡，盈利节奏有望快于汽车板块。
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