港股異動丨地平線機器人-W漲超9%,領漲板塊
港股市場機器人概念股集體走強,其中,地平線機器人-W(9660.HK)漲超9%,報5.78港元,領漲板塊。消息面上,宏觀方面,中美關稅戰局勢出現緩和跡象,特朗普週二在白宮橢圓型辦公室迴應記者提問時稱,美國與中國及其他國家的關係良好,情況與美國前政府相反。他相信,向中國進口商品最終徵收的關稅將低於目前的145%,將大幅下降,但不會降至零。中美關稅戰的緩和,機器人、AI行業無疑將明顯受益。個股消息面上,地平線機器人近日在上海舉行了全場景智能駕駛解決方案(HSD),以及J6P的試乘演示及產品發佈會。中信里昂對此發佈評論稱,此次試乘體驗非常順暢,集團展示其HSD作爲中國頂級全場景智能駕駛的實力。隨着新產品和合作計劃的推進,相信這些將成爲集團主要的銷量和收入增長推動力,並在4月24日禁售期結束後成爲關鍵催化劑。另外,中信里昂還稱,近期工信部(MIIT)所推出的規定有利於該產業的長期發展。

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