周二盘中,地平线机器人-W(09660)股价出现大涨5.12%的行情,最新报港币4.72元,引发市场关注。此番股价上涨或与光大海外发表了利好研报有关。
光大海外在最新研报中,首次给予地平线机器人-W"买入"评级。研报认为,公司是国内领先的ADAS+AD解决方案供应商,在软硬件协同发展方面拥有优势和先发优势,致力于自动驾驶芯片与深度学习算法进行高度匹配。另外,随着欧美等地区推动车辆智能化发展,加上国内政策有望出台,ADAS及自动驾驶渗透率有望持续提升,2030年国内相关市场规模预计达4000亿元人民币。
不过,光大海外亦提醒,智能汽车需求不及预期、ADAS及自动驾驶渗透速度不及预期、行业竞争加剧等因素或会带来一定风险。
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