智通财经APP获悉，耐世特(01316)再跌超6%，截至发稿，跌6.11%，报4.92港元，成交额4553.81万港元。
消息面上，特朗普宣布，美国对墨西哥和加拿大商品征收25%的关税将于3月4日生效。中银国际近期指出，耐世特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。
摩根大通此前发布研报称，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。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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