智通财经APP获悉,地平线机器人-W(09660)涨超6%,截至发稿,涨6.23%,报9.04港元,成交额2.8亿港元。
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。高盛发布研报称,地平线获纳入恒生科技指数,预计有助进一步估值重评。目标价由原先7.9港元升至11.77港元,评级“买入”。
高盛表示,地平线机器人旗下“征程6”系列预计受惠于由比亚迪掀起的内地智能驾驶趋势,并预计对地平线产品组合升级(由ADAS至智驾方案)及客户多元化有利。比亚迪早前宣布计划在未来车款大幅增加采用智能驾驶,并会在主要车款采用地平线的128 TOPS J6M智能驾驶芯片与Nvidia旗下Orin-N,意味地平线销量有望大幅增加。
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