小马智行、应用材料等：多家美股获券商评级与目标价

和讯网2025-10-24

【多家券商对美股给出最新评级和目标价】招商证券给予小马智行增持评级，目标价24美元。该公司全栈自研AI模型构建护城河，Robotaxi车队规模迅速扩张，已在北上广深获商业化许可，2025H1乘客收入同比增300%。受益L3+渗透率提升与硬件降本，Robotaxi迎规模化拐点，目标价基于相关估值合理。国泰海通给予应用材料增持评级，目标价293.9美元/股。公司2025–2027E营收稳步增长，...

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