美股異動|禾賽升25% 獲機構首予“買入”評級 看好激光雷達邁向萬億市場
禾賽(HSAI.US)升25%,最高觸及12.75美元,創去年8月以來新高。消息面上,浦銀國際發佈研報稱,隨着新能源汽車行業發展進入下半場,智能駕駛作為核心應用場景,為上游增量零部件領域的成長奠定了堅實基礎。激光雷達作為高精度、高可靠性的傳感器,在汽車感知架構中扮演着關鍵的角色。隨着中國廠商大規模放量以及對技術降本的持續探索,車載激光雷達成本快速下探,有望進入更多車企考慮範圍並搭載上車,從而實現正向循環,邁向萬億市場空間。該行首次覆蓋禾賽科技,給予“買入”評級。(格隆匯)
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