周二早盘，地平线机器人-W（09660）股价出现显著上涨，盘中大涨9.52%，引发市场广泛关注。
消息面上，地平线机器人与大众汽车集团于4月7日宣布在高阶智能驾驶领域展开进一步合作。双方将基于地平线的全场景智能驾驶方案HSD，通过合资公司酷睿程（CARIZON）加速研发，并最终应用于大众汽车集团旗下车型。这一合作被视为大众汽车集团"在中国、为中国"战略的重要组成部分，显示了地平线在智能驾驶技术领域的领先地位。
与此同时，平安证券发布了对地平线机器人的积极展望。分析指出，2025年智能驾驶行业将迎来重大机遇，与公司新产品周期形成共振。随着比亚迪智驾平权战略的推进和特斯拉城区辅助驾驶技术在中国的落地，智能驾驶技术有望加速普及。地平线凭借其全方位的计算解决方案，市场份额有望进一步提升，收入增长可期。此外，随着高附加值产品的量产，公司的盈利能力也有望显著提升。
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