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熱點追蹤 | 芯片股、激光股和部分中概大漲

Luminar漲超3%,Luminar生產激光雷達傳感器,該儀器可以爲車輛提供道路的三維視圖。該公司通過與Gores Metropoulos Inc。合併完成上市,後者是一家特殊目的收購企業,簡稱SPAC,即利用首次公開募股(IPO)的收益收購私營企業的空殼公司。

Velodyne漲超12%,Velodyne真正用於自動駕駛車輛的激光雷達採購訂單並非VLDR主力,圍繞地圖測繪、機器人以及安防纔是Velodyne的主要訂單來源。

而,Luminar明確定位在汽車激光雷達高速公路自動駕駛市場。據報道,Luminar已在乘用車,卡車和自動出租車等垂直行業獲得了總計50個商業合作夥伴,約佔目標客戶生態系統中主要參與者的75%。

著名看空機構香櫞研究(Citron Research)將激光雷達生產商LuminarTechnologies(LAZR.US)稱爲“傻瓜遊戲”,並推薦另一同業公司Velodyne(VLDR.US)的股票,認爲後者可以漲到30美元。

臺積電漲超2.5%,據臺媒DigiTimes消息,蘋果正與臺積電(TSMC)合作開發自動駕駛汽車芯片,並探索在美國建立某種工廠的可能性。消息稱該芯片或用於“蘋果汽車”,類似於特斯拉。

百度漲超10%,12月15日,據路透社報道,有知情人士表示,百度正在考慮自行製造電動汽車,並已就可能性與幾家汽車製造商進行了初步會談,這幾家汽車製造商包括吉利汽車廣汽集團和一汽集團,但目前爲止尚未達成任何協議或決定。

AMD漲超2.7%,AMD過去在其首席執行官Lisa Su的一步步帶領下,一直處於穩定發展階段。而如今,該CEO爲其PC遊戲和數據中心業務帶來了極具競爭力的芯片產品。同時,AMD還擁有強大的產品線,在英特爾宣佈其7納米芯片上市將延遲後,AMD旗下基於Zen架構的7納米處理器不斷地搶佔市場份額。

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