地平线机器人-W(09660)今日盘中股价大涨6.56%,引发市场关注。分析人士认为,这与市场看好地平线机器人的J6智能驾驶芯片平台前景有关。
地平线机器人J6芯片已开始量产,并且已与20多个汽车品牌合作进行验证。高盛发布研报指出,随着更多客户要求高端解决方案,每个客户每年支出将增加,预计J6系列未来几年将成为地平线机器人主要的收入来源。
值得注意的是,J6芯片平台的推出正值中国智能驾驶加速普及的时间窗口。高盛预计地平线机器人将在2025-2026年进入J6芯片的量产高峰期,从中国智能驾驶发展红利中获益。而地平线机器人的主要客户比亚迪亦表示要将高端智能驾驶带给大众,预示着未来需求强劲。
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