智通财经APP获悉,地平线机器人-W(09660)反弹逾4%,上一交易日收跌近14%。截至发稿,涨4.7%,报8.69港元,成交额4.85亿港元。
消息面上,恒生指数公司此前公布最新季检结果,其中地平线机器人获纳入恒生科技指数成份股,调整将于3月10日起生效。高盛表示,地平线获纳入恒生科技指数,预计有助进一步估值重评。该行指出,地平线机器人旗下“征程6”系列料受惠于由比亚迪掀起的智能驾驶趋势,并预计对地平线产品组合升级及客户多元化有利。
天风证券认为,公司今年有望在比亚迪智驾平权下将带来较大的增量,“天神之眼C”将使用地平线J6M计算方案;且长安深蓝在2月9日发布的DEEPALADPro,也将使用地平线智驾方案,在入门级车型上搭载,推动智能驾驶的全面普及,将作为地平线全新增量贡献收入。
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