智通财经APP获悉，里昂发布研报称，维持地平线机器人-W(09660)“跑赢大市”评级，目标价由5.5港元上调至11.2港元，该行亦提醒投资者要注意地平线机器人的机构股东上市后禁售期结束(为今年4月24日)的潜在影响。
里昂指，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 Super Drive的发布，以及其“地瓜”(Digua)人形机器人的最新进展更新。
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