热点追踪 | 芯片股、激光股和部分中概大涨
Luminar涨超3%,Luminar生产激光雷达传感器,该仪器可以为车辆提供道路的三维视图。该公司通过与Gores Metropoulos Inc。合并完成上市,后者是一家特殊目的收购企业,简称SPAC,即利用首次公开募股(IPO)的收益收购私营企业的空壳公司。
Velodyne涨超12%,Velodyne真正用于自动驾驶车辆的激光雷达采购订单并非VLDR主力,围绕地图测绘、机器人以及安防才是Velodyne的主要订单来源。
而,Luminar明确定位在汽车激光雷达高速公路自动驾驶市场。据报道,Luminar已在乘用车,卡车和自动出租车等垂直行业获得了总计50个商业合作伙伴,约占目标客户生态系统中主要参与者的75%。
著名看空机构香橼研究(Citron Research)将激光雷达生产商LuminarTechnologies(LAZR.US)称为“傻瓜游戏”,并推荐另一同业公司Velodyne(VLDR.US)的股票,认为后者可以涨到30美元。
台积电涨超2.5%,据台媒DigiTimes消息,苹果正与台积电(TSMC)合作开发自动驾驶汽车芯片,并探索在美国建立某种工厂的可能性。消息称该芯片或用于“苹果汽车”,类似于特斯拉。
百度涨超10%,12月15日,据路透社报道,有知情人士表示,百度正在考虑自行制造电动汽车,并已就可能性与几家汽车制造商进行了初步会谈,这几家汽车制造商包括吉利汽车、广汽集团和一汽集团,但目前为止尚未达成任何协议或决定。
AMD涨超2.7%,AMD过去在其首席执行官Lisa Su的一步步带领下,一直处于稳定发展阶段。而如今,该CEO为其PC游戏和数据中心业务带来了极具竞争力的芯片产品。同时,AMD还拥有强大的产品线,在英特尔宣布其7纳米芯片上市将延迟后,AMD旗下基于Zen架构的7纳米处理器不断地抢占市场份额。
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