汽车零部件制造商耐世特(01316)今日盘中股价大涨8.28%，投资者聚焦于该公司在自动驾驶零件领域的增长前景。
美银证券发布研报称，随着比亚迪等车企将自动驾驶技术下沉至中低端车型，相关自动驾驶零件需求有望大幅扩大。美银将耐世特的评级上调至"买入"，上调目标价至6.4港元，预计公司在2024至2026年期间的盈利年均复合增长率达57%。
耐世特是全球领先的转向及驱动系统供应商，在自动驾驶相关零部件领域处于有利地位。市场预期该公司将从自动驱动相关零部件的需求增长中获益，因而推动了今日股价的大涨。
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