智通财经APP获悉，地平线机器人-W(09660)早盘跌近13%，截至发稿，跌8.71%，报8.81港元，成交额3.93亿港元。
消息面上，2月21日，恒生指数公司公布最新季检结果，其中地平线机器人获纳入恒生科技指数成份股，调整将于2025年3月10日起生效。高盛表示，地平线获纳入恒生科技指数，预计有助进一步估值重评。该行指出，地平线机器人旗下“征程6”系列料受惠于由比亚迪掀起的智能驾驶趋势，并预计对地平线产品组合升级及客户多元化有利。
里昂发表报告称，地平线机器人股价年内至今已累升超过一倍以上，市场对其估值逻辑已从可比公司的市销率(PS)转向公司自身的长期潜力。该行预计短期内的催化剂包括更多原始设备制造商的设计订单、J6P芯片的ARVR封装完成、Horizon SuperDrive的发布，以及其地瓜人形机器人的最新进展更新。里昂亦提醒，注意机构股东上市后禁售期结束(为今年4月24日)的潜在影响。
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