异动解读 | 耐世特股价盘中大跌5.59% 或与智能驾驶前景存疑有关

异动解读
13 Feb

2月13日耐世特股价盘中出现大幅下跌,跌幅高达5.59%,引起了市场广泛关注。

消息面上,近期有分析指出,虽然耐世特作为线性转向系统龙头,在智能驾驶产业链中存在机会,但其智能驾驶前景仍存在不确定性。有报告指出,虽然耐世特预计在2026年将与国内车企合作推出首款线控转向技术车型,但其线控技术能否在自动驾驶渗透提升后确实取得领先地位,仍有待进一步观察。

除智能驾驶前景存疑外,技术迭代及市场竞争等因素,亦或对耐世特股价造成一定压力。总的来说,中长期来看,耐世特能否在智驾产业链中取得核心地位并获得充分价值肯定,仍需耐心等待市场检验。

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