智通财经APP获悉,地平线机器人-W(09660)涨超7%,截至发稿,涨7.54%,报7.84港元,成交额4.12亿港元。
消息面上,地平线机器人近日公布,比亚迪推出天神之眼C高阶智驾三目版(天神之眼C),标志着地平线最新一代车载智能计算方案征程6系列正式全球首发落地比亚迪天神之眼。公司表示,随着搭载天神之眼C的比亚迪车型正式面向用户交付,征程6系列也在2月正式开启大规模量产交付。浙商证券研报指出,公司受益智驾渗透加速,潜在国产智驾开放生态一号位。
浙商证券表示,高算力芯片J6P落地后,公司基本可实现对全部自动驾驶场景的支持,可在英伟达擅长的高算力方案场景中与之匹敌,为主机厂提供更具性价比的解决方案。公司所坚持的开放生态战略对主机厂更加友好,并创新推出BPU IP授权模式,支持车企及伙伴自研芯片,给予合作伙伴更高的产品灵活度和话语权,有望在智驾渗透率提升过程中占领更高的市占率。此外,公司前瞻布局机器人场景,可实现智驾领域技术栈的生态服用及场景延伸,拓宽市场天花板。
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