<p>禾赛科技-W (02525.HK) -18.100 (-10.390%) 空头头寸 $40.38M; 比率 31.166% 今天开盘下跌 8.15%，触及 HKD155.4 的低点。中午收于 HKD156.1，下跌 10.39%，成交量为 128.39 万股，涉及 HKD2.03 亿。</p>
<p>关于禾赛科技-W (02525.HK) 的最新综合投资评级、目标价和五家券商的观点总结如下：</p>
<p>券商 评级 目标价 主要观点</p>
<p>美银证券 买入 HKD211/USD27 第一季度核心利润受到新业务运营费用的拖累，但与梅赛德斯 - 奔驰的深入合作将有助于提升其供应商地位。该券商对新业务未来的重大贡献持乐观态度。</p>
<p>花旗 买入 HKD257.5 ?HKD223.3 / USD33 ?USD28.6 第一季度核心运营利润远超预期，但综合平均售价低于预期。</p>
<p>瑞银 买入 USD36 ?USD34 第一季度激光雷达出货量强劲增长，但由于产品组合变化和价格压力，平均售价和毛利率仍然承压。</p>
<p>摩根士丹利 增持 USD30 对第一季度业绩的股价反应过度，业绩符合预期。公司重申全年交付目标，预计收入将在今年剩余时间逐步改善。战略增长举措预计将从今年开始起飞。</p>
<p>高盛 买入 HKD273/USD35 第一季度收入和毛利率符合预期，而息税前利润显著超出预测，得益于较低的运营费用。</p>
<p>(ad/da)(香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-19 16:25。)(实时流媒体美国股票报价；除所有场外交易报价外，均至少延迟 15 分钟。)</p>

禾赛科技

工业创新 ETF - ARK

<p>HESAI-W 的股价在中午时分下跌了 10.39%，至 156.1 港元，出现了显著的空头卖出活动。五家券商提供了评级：美银证券和花旗银行给予 “买入” 评级，目标价分别为 211 港元和 257.5 港元，尽管面临当前挑战，但仍指出其未来潜力强劲。瑞银和摩根士丹利也给予 “买入” 和 “增持” 评级，而高盛则指出其收入符合预期。总体而言，尽管近期股价下跌，券商对 HESAI-W 的增长仍持乐观态度</p>

<p>HESAI-W (02525.HK) -18.100 (-10.390%)  Short selling $40.38M; Ratio 31.166%  opened 8.15% lower today, hitting a trough of HKD155.4. It closed at HKD156.1 at midday, down 10.39%, with turnover of 1.2839 million shares, involving HKD203 million.</p>
<div class="lb-trans"><p>禾赛科技-W (02525.HK) -18.100 (-10.390%) 空头头寸 $40.38M; 比率 31.166% 今天开盘下跌 8.15%，触及 HKD155.4 的低点。中午收于 HKD156.1，下跌 10.39%，成交量为 128.39 万股，涉及 HKD2.03 亿。</p>
</div><p>The latest consolidated investment ratings, TPs and views from five brokers on HESAI-W (02525.HK) -18.100 (-10.390%)  Short selling $40.38M; Ratio 31.166%  (Hesai Group (HSAI.US) ) are summarized below:</p>
<div class="lb-trans"><p>关于禾赛科技-W (02525.HK) 的最新综合投资评级、目标价和五家券商的观点总结如下：</p>
</div><p>Broker Rating TP Key Views</p>
<div class="lb-trans"><p>券商 评级 目标价 主要观点</p>
</div><p>BofAS Buy HKD211/USD27 1Q core profit was dragged by operating expenses from new businesses, but deepened cooperation with Mercedes-Benz will help enhance its supplier position. The broker is optimistic that new businesses will make substantial contributions in the future.</p>
<div class="lb-trans"><p>美银证券 买入 HKD211/USD27 第一季度核心利润受到新业务运营费用的拖累，但与梅赛德斯 - 奔驰的深入合作将有助于提升其供应商地位。该券商对新业务未来的重大贡献持乐观态度。</p>
</div><p>Citi Buy HKD257.5 ?HKD223.3 / USD33 ?USD28.6 1Q core operating profit far exceeded expectations, but blended ASP was weaker than expected.</p>
<div class="lb-trans"><p>花旗 买入 HKD257.5 ?HKD223.3 / USD33 ?USD28.6 第一季度核心运营利润远超预期，但综合平均售价低于预期。</p>
</div><p>UBS Buy USD36 ?USD34 Strong growth in 1Q lidar shipments, but ASP and gross margin remained under pressure due to product mix changes and pricing pressure.</p>
<div class="lb-trans"><p>瑞银 买入 USD36 ?USD34 第一季度激光雷达出货量强劲增长，但由于产品组合变化和价格压力，平均售价和毛利率仍然承压。</p>
</div><p>M Stanley Overweight USD30 The share price reaction to 1Q results, which were in line with expectations, was excessive. The company reiterated its full-year delivery target, with revenue expected to gradually improve over the rest of the year. Strategic growth initiatives are set to take off starting this year.</p>
<div class="lb-trans"><p>摩根士丹利 增持 USD30 对第一季度业绩的股价反应过度，业绩符合预期。公司重申全年交付目标，预计收入将在今年剩余时间逐步改善。战略增长举措预计将从今年开始起飞。</p>
</div><p>G Sachs Buy HKD273/USD35 1Q revenue and gross margin met expectations, while EBIT significantly beat forecasts due to lower operating expenses.</p>
<div class="lb-trans"><p>高盛 买入 HKD273/USD35 第一季度收入和毛利率符合预期，而息税前利润显著超出预测，得益于较低的运营费用。</p>
</div><p>(ad/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-19 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)</p>
<div class="lb-trans"><p>(ad/da)(香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-19 16:25。)(实时流媒体美国股票报价；除所有场外交易报价外，均至少延迟 15 分钟。)</p>
</div>

HESAI-W  Slumps 10% at Midday; Latest Broker Ratings, TPs and Views Compiled

AASTOCKS News

禾赛-W

美国银行

Mercedes-Benz Group AG

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瑞银集团

摩根士丹利

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

GS Hldg R

禾赛科技-W 在午间下跌 10%；汇总最新的券商评级、目标价和观点