异动解读｜博泰车联盘中上涨5.07%，英伟达战略合作持续催化AI Box商业化落地预期

行情直击06-02

6月2日，博泰车联盘中上涨5.07%，报228.0港元/股，成交额9168.86万港元。

消息面上，公司于5月29日公告与英伟达在美国举行战略合作签约仪式，双方围绕车载人工智能、自动驾驶、下一代计算平台及光通信等前沿领域展开探讨。市场关注焦点在于，依托英伟达DRIVE AGX Thor加速计算平台开发的AI Box方案已获某头部新能源车企新一代智能车型量产定点，标志着AI Box正式从技术验证走向商业化落地。此外，国泰海通证券近日将公司目标价上调至333.14港元，国盛证券维持"买入"评级，叠加公司一季度营收同比增长超100%的业绩验证，市场对其AI战略兑现节奏持续看好。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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