地平线机器人-W(09660)今日盘中大涨6.23%,报9.04港元,引发市场关注。这一上涨主要受到以下因素推动:
首先,地平线机器人获纳入恒生科技指数成份股,这将有助进一步估值重评,预计会吸引更多资金流入。
此外,高盛发布研报看好地平线机器人的"征程6"系列智能驾驶产品前景,认为该系列受惠于中国智能驾驶发展趋势,预计将推动公司产品组合升级及客户多元化,目标价上调至11.77港元。
另一利好因素是,地平线机器人供货的128 TOPS J6M智能驾驶芯片,将在比亚迪旗下多款车型采用,意味着销量有望大幅增长。
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