<p>禾賽科技-W (02525.HK) -18.100 (-10.390%) 空頭頭寸 $40.38M; 比率 31.166% 今天開盤下跌 8.15%，觸及 HKD155.4 的低點。中午收於 HKD156.1，下跌 10.39%，成交量為 128.39 萬股，涉及 HKD2.03 億。</p>
<p>關於禾賽科技-W (02525.HK) 的最新綜合投資評級、目標價和五家券商的觀點總結如下：</p>
<p>券商 評級 目標價 主要觀點</p>
<p>美銀證券 買入 HKD211/USD27 第一季度核心利潤受到新業務運營費用的拖累，但與梅賽德斯 - 奔馳的深入合作將有助於提升其供應商地位。該券商對新業務未來的重大貢獻持樂觀態度。</p>
<p>花旗 買入 HKD257.5 ?HKD223.3 / USD33 ?USD28.6 第一季度核心運營利潤遠超預期，但綜合平均售價低於預期。</p>
<p>瑞銀 買入 USD36 ?USD34 第一季度激光雷達出貨量強勁增長，但由於產品組合變化和價格壓力，平均售價和毛利率仍然承壓。</p>
<p>摩根士丹利 增持 USD30 對第一季度業績的股價反應過度，業績符合預期。公司重申全年交付目標，預計收入將在今年剩餘時間逐步改善。戰略增長舉措預計將從今年開始起飛。</p>
<p>高盛 買入 HKD273/USD35 第一季度收入和毛利率符合預期，而息税前利潤顯著超出預測，得益於較低的運營費用。</p>
<p>(ad/da)(香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-05-19 16:25。)(實時流媒體美國股票報價；除所有場外交易報價外，均至少延遲 15 分鐘。)</p>

禾賽科技

工業創新 ETF - ARK

<p>HESAI-W 的股價在中午時分下跌了 10.39%，至 156.1 港元，出現了顯著的空頭賣出活動。五家券商提供了評級：美銀證券和花旗銀行給予 “買入” 評級，目標價分別為 211 港元和 257.5 港元，儘管面臨當前挑戰，但仍指出其未來潛力強勁。瑞銀和摩根士丹利也給予 “買入” 和 “增持” 評級，而高盛則指出其收入符合預期。總體而言，儘管近期股價下跌，券商對 HESAI-W 的增長仍持樂觀態度</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>禾賽科技-W (02525.HK) -18.100 (-10.390%) 空頭頭寸 $40.38M; 比率 31.166% 今天開盤下跌 8.15%，觸及 HKD155.4 的低點。中午收於 HKD156.1，下跌 10.39%，成交量為 128.39 萬股，涉及 HKD2.03 億。</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>關於禾賽科技-W (02525.HK) 的最新綜合投資評級、目標價和五家券商的觀點總結如下：</p>
</div><p>Broker Rating TP Key Views</p>
<div class="lb-trans"><p>券商 評級 目標價 主要觀點</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>美銀證券 買入 HKD211/USD27 第一季度核心利潤受到新業務運營費用的拖累，但與梅賽德斯 - 奔馳的深入合作將有助於提升其供應商地位。該券商對新業務未來的重大貢獻持樂觀態度。</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 買入 HKD257.5 ?HKD223.3 / USD33 ?USD28.6 第一季度核心運營利潤遠超預期，但綜合平均售價低於預期。</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>瑞銀 買入 USD36 ?USD34 第一季度激光雷達出貨量強勁增長，但由於產品組合變化和價格壓力，平均售價和毛利率仍然承壓。</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 對第一季度業績的股價反應過度，業績符合預期。公司重申全年交付目標，預計收入將在今年剩餘時間逐步改善。戰略增長舉措預計將從今年開始起飛。</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 買入 HKD273/USD35 第一季度收入和毛利率符合預期，而息税前利潤顯著超出預測，得益於較低的運營費用。</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)(香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-05-19 16:25。)(實時流媒體美國股票報價；除所有場外交易報價外，均至少延遲 15 分鐘。)</p>
</div>

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

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禾賽-W

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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

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

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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

禾賽科技-W 在午間下跌 10%；匯總最新的券商評級、目標價和觀點