智通财经APP获悉，耐世特(01316)再跌超10%，截至发稿，跌8.05%，报5.14港元，成交额1.18亿港元。
中银国际发布研报指，耐世特为中国领先整车新势力开发的首个线控转向项目将于2026年量产，但为另外两家全球汽车巨头开发的线控项目量产时间已经推迟至2028年。该行认为，线控产品的利润释放尚待时日。此外，耐世特北美地区约40%至45%的收入来自墨西哥工厂会受到特朗普加征关税上调的影响。
摩根大通则表示，虽然比亚迪“天神之眼”系统的推出，可能意味中国汽车市场将更快采用“L2+”高级自动驾驶功能，但该行并没有看到对于线控转向应用的直接好处，而线控转向是耐世特于一周股价上涨50%的主要驱动力。另外，摩通大根将耐世特H股评级由“增持”下调至“中性”，并指该股在股价急升后的估值已合理，故维持对该公司的业绩及盈利预测不变，目标价定于5.5港元不变。
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