地平线机器人-W（09660）今日盘中大涨，涨幅达9.3%，报6.23港元，成交额1.94亿港元，引发市场关注。
消息面上，地平线与大众汽车集团宣布在高阶领域基于地平线全场景智能驾驶方案HSD展开进一步合作。HSD将作为大众汽车集团智能驾驶研发的重要技术支撑，通过CARIAD与地平线的合资公司酷睿程加速研发，并落地在大众汽车集团旗下的车型上。此外，市场传闻称保时捷与地平线在智能驾驶技术研发领域达成合作，预计将于上海车展后公布进展，这被视为中国大众汽车集团与地平线深化合作的一部分。
大和证券发布研报称，地平线机器人将受惠于高级辅助驾驶系统趋势，预计集团将是汽车供应链中受美国关税影响最小的企业之一。该行预计，客单价将成为地平线机器人2025年收入增长的主要动力。此外，地平线机器人的禁售期将于4月24日结束，大和认为这将为投资者提供一个良好的入市时机。
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