【高盛升地平线目标价49%至11.77港元 征程6加速产品升级】金十数据2月24日讯,高盛发表报告,将地平线机器人(09660.HK)目标价从7.9港元上调49%至11.77港元,维持买入评级。报告指,地平线征程6系列将受益于比亚迪电动车推动内地智慧驾驶趋势,该行预计将对公司的产品结构升级和客户群多样化产生积极影响。比亚迪近期宣布,计划大幅提升未来车型的智慧驾驶采用率,并将在主流车型中使用地平线的智慧驾驶芯片以及Nvidia的Orin-N,反映地平线的销量将显著提升,该行相信地平线机器人在比亚迪使用渗透,也能支持其对其他本土汽车厂商的渗透。地平线机器人将于3月10日被纳入恒生科技指数,反映该公司具有进一步重新评级的潜力。该行维持2024年盈利预测不变,并上调2025-30年纯利预测。该行将2025-30年的收入预测提高9-30%,以反映内地智慧驾驶普及率的提高。
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