异动解读 | 地平线机器人-W盘中大涨5.62% 行业前景看好有利公司市占率增长

异动解读12-04

地平线机器人-W(09660)今日盘中大涨5.62%,引起市场广泛关注。

从行业角度看,在美国实施新一轮半导体出口管制后,国内相关部门和行业协会均积极回应,呼吁企业采购国产芯片,这有望进一步加速全产业链国产化进程。半导体行业未来发展面临一定挑战,但也蕴藏着新的机遇。

就公司自身而言,大摩发布研报,看好地平线机器人在国内高级辅助驾驶(ADAS)和自动驾驶(AD)领域的市占率增长前景,给予"增持"评级。分析师认为,公司稳健的项目管线、灵活的产品组合以及相对健康的财务状况,将助力其在行业挑战中保持优势,提高市场份额。

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