新兴成长行业周报：亿咖通科技生态日发布192线激光雷达

国海证券股份有...03-25

投资要点:1）亿咖通科技生态日发布192 线激光雷达。据赛博汽车和智能车参考公众号报导，2024 年3 月20 日，亿咖通召开第二届科技生态日，发布了包括计算平台、智驾芯片、激光雷达等一系列新品。此次发布，亿咖通在智舱领域推出的计算平台大都基于高通芯片布局，包括阿特拉斯计算平台、派克计算平台，以及乔戈里计算平台。智驾领域，则主要基于亿咖通及其旗下生态企业产品进行布局。此外，亿咖通还公布了在激光雷达...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2422519756?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-25 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2422519756","market":"us","top_or_hot":-1,"title":"新兴成长行业周报：亿咖通科技生态日发布192线激光雷达","media":"国海证券股份有...","content":"<div>\n<p>投资要点:1）亿咖通科技生态日发布192 线激光雷达。据赛博汽车和智能车参考公众号报导，2024 年3 月20 日，亿咖通召开第二届科技生态日，发布了包括计算平台、智驾芯片、激光雷达等一系列新品。此次发布，亿咖通在智舱领域推出的计算平台大都基于高通芯片布局，包括阿特拉斯计算平台、派克计算平台，以及乔戈里计算平台。智驾领域，则主要基于亿咖通及其旗下生态企业产品进行布局。此外，亿咖通还公布了在激光雷达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032520155787b3059f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新兴成长行业周报：亿咖通科技生态日发布192线激光雷达</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新兴成长行业周报：亿咖通科技生态日发布192线激光雷达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-25 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032520155787b3059f&s=b><strong>国海证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资要点:1）亿咖通科技生态日发布192 线激光雷达。据赛博汽车和智能车参考公众号报导，2024 年3 月20 日，亿咖通召开第二届科技生态日，发布了包括计算平台、智驾芯片、激光雷达等一系列新品。此次发布，亿咖通在智舱领域推出的计算平台大都基于高通芯片布局，包括阿特拉斯计算平台、派克计算平台，以及乔戈里计算平台。智驾领域，则主要基于亿咖通及其旗下生态企业产品进行布局。此外，亿咖通还公布了在激光雷达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032520155787b3059f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFSS7M15.SGD","symbol_name":"Janus Henderson Balanced A Acc SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032520155787b3059f&s=b","article_id":"2422519756","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032520155787b3059f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2422519756","pubTimestamp":1711296000,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"投资要点:1）亿咖通科技生态日发布192 线激光雷达。据赛博汽车和智能车参考公众号报导，2024 年3 月20 日，亿咖通召开第二届科技生态日，发布了包括计算平台、智驾芯片、激光雷达等一系列新品。智驾领域，则主要基于亿咖通及其旗下生态企业产品进行布局。此外，亿咖通还公布了在激光雷达领域的最新进展。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4529":"IDC概念","LU0079474960.USD":"联博美国增长基金A","BK4023":"应用软件","BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0109392836.USD":"富兰克林科技股A","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","AE":"亚当斯资源与能源公司","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","API":"声网","LU0080751232.USD":"富达环球多元动力基金A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","ECX":"ECARX Holdings Inc","NVDA":"英伟达","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H"},"translate_title":"Emerging Growth Industry Weekly: Yikatong Technology Ecology Day Released 192 Lidar","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"API":1,"AE":1,"NVDA":0.9,"ECX":0.9},"content_text":"投资要点:1）亿咖通科技生态日发布192 线激光雷达。据赛博汽车和智能车参考公众号报导，2024 年3 月20 日，亿咖通召开第二届科技生态日，发布了包括计算平台、智驾芯片、激光雷达等一系列新品。此次发布，亿咖通在智舱领域推出的计算平台大都基于高通芯片布局，包括阿特拉斯计算平台、派克计算平台，以及乔戈里计算平台。智驾领域，则主要基于亿咖通及其旗下生态企业产品进行布局。此外，亿咖通还公布了在激光雷达领域的最新进展。亿咖通CEO 沈子瑜带来了亿咖通两款激光雷达产品：光之矩长距半固态激光雷达和短距全固态激光雷达。据介绍，亿咖通的长距半固态激光雷达能够提供192 线的能力，支持TCSPS 探测技术，光电算集成SPAD 芯片；短距全固态激光雷达采用了Flash 探测技术，采用大面阵集成SPAD分辨率可达360X150 像素，以及自研的光源驱动IC 定制VCSEL。客户方面，除吉利系外亿咖通已经陆续官宣了与长安汽车、长安马自达和神龙汽车等品牌展开深度合作。亿咖通又表示将与中国一汽共同打造智能计算平台及红旗OS。2 ） Seyond 图达通与英伟达合作， 正式入驻DriveWorks 和Omniverse 平台。据Seyond 公众号报导，2024 年3 月18 日，全球图像级激光雷达解决方案提供商Seyond 图达通正式宣布与英伟达合作，将Seyond 图达通高性能激光雷达解决方案集成到英伟达DriveWorks 和Omniverse 平台中。Seyond 图达通的高性能激光雷达提供图像级分辨率和超远探测距离，为包括自动驾驶汽车在内的各种应用提供准确可靠的探测。其高性能主视传感器Falcon 猎鹰最远探测距离500 米，每秒等效1500 线，实时捕捉三维环境信息，提供精准的深度数据，从而可以轻松对各类物体检测并分类。英伟达Omniverse 是一个由应用程序编程接口（API）、软件开发套件（SDK）和服务组成的平台， 它使开发者能够轻松地将通用场景描述（OpenUSD）和RTX 渲染技术集成到他们的3D 应用程序和服务中。Seyond 图达通业务发展总监Ezana Tesfu 表示：“通过此次合作，我们期待与英伟达的一起用创新的方式帮助主机厂客户开发和扩展更加智能、功能更为强大的自动驾驶应用。”市场行情回顾：2024 年3 月18 日至2024 年3 月22 日，A 股市场申万一级行业涨跌幅居前的板块为传媒、农林牧渔、综合，涨跌幅分别为+9.40%、+4.49%、+3.15%；涨跌幅居后的板块为建筑材料、医药生物、有色金属，涨跌幅为-2.59%、-2.13%、-2.08%。涨幅居前的个股为华策影视、鼎通科技、博信股份、动力新科、读客文化，涨跌幅分别为+95.41%、+95.40%、+61.02%、+60.97%、+59.65%。热点新闻：（1）英伟达车载芯片Thor 引入生成式AI 牵手比亚迪/小鹏/广汽；（2）蔚来首座高速光储充放一体换电站上线运营；（3）商务部：将加大财政金融支持力度深入开展汽车以旧换新；（4）华为计划2024 年部署超10 万座超快充充电桩；（5）智京东集团与比亚迪达成全面战略合作涉及数智化供应链；（6）Stellantis 将收购激光雷达初创公司SteerLight；（7）芯驰发布E3 系列最新MCU 产品聚焦区域控制、智能驾驶；（8）Arm 推出全新汽车增强（AE）处理器和虚拟原型平台；（9）Upstream 推出生成式AI 功能可高效修复网络安全风险；（10）现代汽车携手起亚汽车推进汽车4D 图像雷达技术。重点推荐个股：行业方面建议关注智能汽车产业链；个股方面建议关注炬光科技、长光华芯、永新光学、华测导航、经纬恒润-W、隆盛科技。风险提示：汽车市场景气度不及预期；半导体产业技术引进受限；原材料价格大幅波动；重点关注公司业绩不及预期；行业竞争加剧。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422519756"}