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美股異動丨禾賽盤前漲超3% Q1盈利超預期 獲多家大行看好
格隆匯 05-29 16:34
禾賽(HSAI.US)盤前漲3.19%,報21.48美元。消息面上,禾賽2025年第一季度實現營收5.3億元(人民幣,下同),同比增長46%;毛利潤同比增長57%至2.2億元。期內激光雷達總交付量達195,818 臺,同比增長231.3%,延續高速增長態勢,是2024年第一季度的三倍以上。其中,ADAS產品交付量同比增長178.5%,機器人領域產品交付量同比增長649.1%。績後,多家大行發研報上調禾賽目標價,並堅定“買入”評級。其中,德銀稱禾賽第一季度業績顯著好於市場預期,第二季度禾賽激光雷達出貨量預計將環比增長50%以上,並有望再度實現季度盈利,上調禾賽目標價至22美元,堅定“買入”評級。美銀亦堅定禾賽“買入”評級,將目標價上調至24美元。高盛則上調禾賽2025至2027年Non-GAAP淨利潤預測3%至14%,並調高目標價至23.3美元,力薦“買入”評級。(格隆匯)

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