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港股異動丨智駕風口催化 地平線機器人(9660.HK)漲超15%創歷史新高 市值逼近900億!
格隆匯 02-14 15:34
地平線機器人-W(9660.HK)今日盤中一度大漲15.48%至6.79港元,股價創歷史新高,市值逼近900億港元。消息面上,比亞迪2月10日發佈全民智駕戰略,並推出天神之眼C高階智駕三目版。此次發佈標誌着地平線最新一代車載智能計算方案徵程®6系列正式全球首發落地比亞迪天神之眼。大和發研報指,比亞迪日前展示秦系列新車型,採用了L2級高級輔助駕駛系統(ADAS),作爲比亞迪ADAS芯片供應商之一的地平線機器人,預期可從中受益,重申預期今年ADAS將有望滲透至價格在15萬元或以下的大衆市場低端車型,將成爲地平線及其他ADAS硬件供應商的強勁驅動力。高盛表示,隨着比亞迪推出21款新車型,並將自動駕駛功能作爲汽車標準配置,集團管理層預計今年智駕的滲透率將會加快,亦將推動L2/L2+NOA功能在客單價較低的車型上使用,對智駕供應鏈有正面影響。長期而言,管理層對於乘用車採用徵程6以實現所有情境下的高端手離式自動駕駛功能持建設性態度。該行認爲,此舉對集團向高端產品組合升級具有積極意義。(格隆匯)

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