异动解读｜速腾聚创盘中上涨7.43%，智驾概念持续走强叠加新品与订单催化

行情直击07-31

7月31日，速腾聚创盘中上涨7.43%，报23.7港元，成交额1.3亿港元。

消息面上，港股智驾概念近日持续走强，7月29日板块集体拉升，速腾聚创当日涨超4%。公司近期利好密集：7月17日发布基于自研"孔雀"SPAD-SoC芯片的第二代全固态数字化激光雷达E2，面向人形机器人、无人机等物理AI场景；7月中下旬连续宣布与光轮智能、Origen、简智机器人等达成战略合作，加速物理AI全球化落地。基本面方面，公司上半年激光雷达总销量约71.92万台，Q2单季达38.89万台，机器人业务放量显著。多家券商维持"买入"评级，目标价集中在46-50港元区间。

（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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