智通财经APP获悉，地平线机器人-W(09660)涨超6%，截至发稿，涨6.38%，报5.85港元，成交额1.63亿港元。
高盛发布研报称，看好地平线机器人-W作为中国领先的智能驾驶芯片供应商之一。由于更多客户要求高端解决方案，即其Superdrive配备J6平台及相应的软件解决方案(如NOA)，导致每个客户每年支出增加。
该行续指，集团日前宣布，其J6芯片开始在汽车上大量出货。截至2024年12月，地平线已与20多个汽车品牌完成Journey6验证，该行预计集团今年开始将验证转化为生产，为其带来收入增长。同时预计J6系列将占各占集团2025-2027年总收入的3%/13%/40%。另外，地平线机器人主要客户比亚迪股份亦表示要将高端智能驾驶带给大众。该行认为地平线机器人J6平台的推出，正值中国智能驾驶加速普及的时间窗口，预计将在2025-2026年开始进入量产。
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