---
title: "《大行》高盛升地平线机器人目标价至 14 元 维持「买入」评级"
description: "高盛将地平线机器人的目标价上调至 14 元，维持「买入」评级。报告指出，该公司上半年收入同比增长 68%，主要受益于 Journey 6 的出货量增加，但因云服务费用上升，营业利润未达预期。高盛对下半年 HSD 系统的量产持积极态度，并预计产品组合将向更高端的软硬件整合解决方案升级。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/255413425.md"
published_at: "2025-09-01T06:59:01.000Z"
---

# 《大行》高盛升地平线机器人目标价至 14 元 维持「买入」评级

> 高盛将地平线机器人的目标价上调至 14 元，维持「买入」评级。报告指出，该公司上半年收入同比增长 68%，主要受益于 Journey 6 的出货量增加，但因云服务费用上升，营业利润未达预期。高盛对下半年 HSD 系统的量产持积极态度，并预计产品组合将向更高端的软硬件整合解决方案升级。

高盛研究报告指，地平线机器人 (09660.HK) 上半年收入按年增长 68%，好过预期，主要因 Journey 6 出货量攀升，但营业利润因云服务费用增加而未达预期。该行对地平线超级驾驶 (HSD) 系统於下半年起量产持积极看法。

另外，地平线机器人上半年 NOA 功能产品出货量达 98 万件，占总出货量 50%，推动平均售价提升。该行预期产品组合将持续向更高端的软硬件整合解决方案升级；维持「买入」评级，目标价由 13.13 元升至 14 元。

### Related Stocks

- [09660.HK - 地平线机器人-W](https://longbridge.com/zh-CN/quote/09660.HK.md)

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