地平线机器人-W（09660）今日盘中大涨9.30%，截至发稿报6.23港元，成交额达1.94亿港元，引起市场广泛关注。
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，并落地在大众旗下车型上。此外，市场传闻地平线可能与保时捷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。
大和证券发布研报称，地平线机器人将受益于高级辅助驾驶系统趋势，预计其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。另外，公司禁售期将于4月24日结束，大和认为这将为投资者提供良好的入市时机。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.