金吾财讯 | 地平线机器人(09660)午后股价发力，截至发稿，涨5.45%，报3.87港元，成交额1.18亿港元。消息面上，中银证券发研报指，端到端有望推动全球智驾市场向万亿级空间增长，国产芯片正在对海外龙头形成追击之势。地平线为主机厂和Tier1提供软硬件一体的性价比解决方案，有望在智驾下沉趋势中占得先机。此外，目前英伟达Orin-X以254Tops的算力在中国中高端车型市场上占据重要地位，地平线在2024年4月发布的J6P综合算力达到560Tops，实现对英伟达Orin-X性能的反超。光大证券表示，公司拥有“软硬结合”优势和行业先发优势，是国内领先的ADAS+AD解决方案供应商，该行认为公司具备一定的标的稀缺性和溢价空间，看好公司市场份额提升趋势。高盛日前表示，看好地平线机器人扩大汽车客户基础，并预计征程6系列平台将在2025年开始贡献收入。同时，蔚来(09866)旗下新品牌萤火虫电动车，也将采用地平线机器人的解决方案。高盛表示，新的采用与该行对集团客户多元化的正面看法相呼应，预计将渗透到更多电动车品牌。
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