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大行評級|招商證券國際:自動駕駛爆發超預期 首予地平線機器人、速騰聚創、黑芝麻智能“增持”評級
格隆匯 03-20 09:56
招商證券國際發表研究報吿指,自動駕駛今年爆發超預期,自動駕駛零件需求強勁,重點看好算力SoC芯片和激光雷達,主要因為價值量大、技術壁壘高、市場空間大,以及競爭格局有利。該行另指,算力SoC芯片寡頭格局將成型,激光雷達格局向雙龍頭收斂,兩者未來向市場空間更大的機器人領域泛化,形成第二增長曲線。該行首次覆蓋地平線機器人、速騰聚創、黑芝麻智能,均予“增持”評級。
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