里昂发表报告指,地平线机器人(09660.HK) 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。该行针对地平线机器人2030CL系统芯片(SoC)的出货量、收入和利润进行了情景分析,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芯片的封装完成、Horizon SuperDrive的发布,以及其“地瓜”(Digua)人形机器人的...
Source Link里昂发表报告指,地平线机器人(09660.HK) 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。该行针对地平线机器人2030CL系统芯片(SoC)的出货量、收入和利润进行了情景分析,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芯片的封装完成、Horizon SuperDrive的发布,以及其“地瓜”(Digua)人形机器人的...
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