《大行》摩通降地平线机器人(09660.HK)目标价至9元 市占率持续提升

阿斯达克财经
Sep 15

摩根大通发表研究报告指,尽管投资者关注车企自研及自动驾驶竞争加剧,但地平线机器人(09660.HK) 主要客户入门级自动驾驶的份额持续扩大,加上L2+及以上项目取得突破,仍推动公司市占率持续提升。该行指,地平线全栈能力使其可透过芯片、Horizon Super Drive(HSD)及底层IP授权,灵活地参与不同车厂的自研或采购策略,而非仅以硬件加软件捆绑销售,目前预测2028年收入达140亿元...

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