金吾财讯 | 理想汽车(LI)盘前涨超10%，截至发稿，报32.87美元。消息面上，里昂发表研究报告指，SUV i8的发布时机或车辆设计，均超出市场预期。该行指，早前图片曝光与官方图片之间不同，尤其车型后面，非常符合主流美学偏好，故料i系列销售前景更具可见性。该行给予其H股目标价115港元，其评级为“跑赢大市”。
中金指看好公司泛AI布局，一方面公司近期战略上ALL IN AI，CEO李想本人于访谈中多次强调公司在基座模型的投入和领先优势；另一方面，公司智驾基座模型采用端到端+VLM架构，并提及将向VLA架构演进。
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