大摩:小鹏汽车-W(09868)料eVTOL、人形机器人均在2026年实现量产

智通财经
16 Apr

智通财经APP获悉,摩根士丹利发布研报称,小鹏汽车-W(09868)近日推出新款X9,售价区间为35.98-41.98万人民币,符合市场预期。集团表示,有信心加强其在自动驾驶领域与比亚迪股份(01211)及特斯拉(TSLA.US)等行业巨头的竞争优势。

报告中称,集团将于今年第二季首度推出自主研发的图灵AD芯片,该芯片算力相当于Nvidia Orin X的3倍,或Tesla FSD HW4.0芯片的2倍。大摩预期其图灵芯片不仅能够降低成本,亦能提高其运算效率和客制化程度。

该行表示,小鹏汽车将旗下eVTOL(电动垂直起降航空器)视为一项价值数十亿美元的产业,并预计将在2026年实现量产。因迄今为止,已收到4000份预订单,每台不超过200万元人民币。另外,小鹏汽车也预计在人形机器人的投资将超500亿元人民币,同时表示,集团人形机器人已进入工业训练阶段,并可能在2026年投入量产,最初用于工业应用。

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