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Zx
06-25
发布评级增，预示又要跌！好像就是这个规律！
中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元
Zx
06-22
发现一个问题：只要某机构证券一旦发布“优于大市”或”买入“评级，这只股票大概率都要跌。
国信证券：速腾聚创(02498)发布“创世”架构及SPAD-SOC双芯片 维持“优于大市”评级
去老虎APP查看更多动态
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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国信证券：速腾聚创(02498)发布“创世”架构及SPAD-SOC双芯片 维持“优于大市”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-08 16:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1451406.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，国信证券发布研报称，维持速腾聚创(02498)“优于大市”评级。2026Q1，公司实现收入为4.59亿元，同比增长 39.9%。其中来自销售产品的收人为4.41亿元，同比+45.9%，服务及其他的收人为766.3万元，同比+91.2%。 2026Q1，公司净利率同比提升16ct。国信证券主要观点如下：车端，受益于ADAS及高阶智驾快速发展，公司在手订单充沛产品方面，2026年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1451406.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1179":"电子设备和仪器","02498":"速腾聚创"},"source_url":"http://www.zhitongcaijing.com/content/detail/1451406.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641100547","content_text":"智通财经APP获悉，国信证券发布研报称，维持速腾聚创(02498)“优于大市”评级。2026Q1，公司实现收入为4.59亿元，同比增长 39.9%。其中来自销售产品的收人为4.41亿元，同比+45.9%，服务及其他的收人为766.3万元，同比+91.2%。 2026Q1，公司净利率同比提升16ct。国信证券主要观点如下：车端，受益于ADAS及高阶智驾快速发展，公司在手订单充沛产品方面，2026年Tech Day上，公司发布SPAD-SoC芯片级解决方案平台“创世”架构，推出全球首款单片集成原生 2160 线车规级SPAD-SoC“凤凰” 芯片和业界首款可量产的 640×480 分辨率全固态大面阵 SPAD-SoC“孔雀”芯片。其中，基于“凤凰”芯片定制的“千线”数字化激光雷达在北京车展已完成“上车”首秀，实现自研芯片“发布即上车”。“孔雀” 芯片将在 2026 年内正式规模化量产。客户方面，截至2026年3月31日，公司已累计获得36家车企及 Tier1的177款车型定点。公司ADAS领域的在手订单储备已超900万台。公司全固态补盲激光雷达被全球几乎所有头部L4自动驾驶车企采用，“EM4 主雷达+E1 补盲雷达”数字化组合获全球超 90%行业头部企业青睐。截至2026年4 月15日，公司全固态数字化激光雷达 E 平台产品(包括 E1 及 E1R)累计交付破30万台。公司与割草机器人行业库犸科技、未岚大陆、石头科技建立独家合作。机器人端，公司依托硬件、芯片、AI 等技术，为机器人提供增量零部件及解决方案依托自研SPAD-SoC与2D VCSEL数字化芯片驱动的领先感知硬件产品，公司已助力宇树、智元、众擎、银河通用、越疆等多家伙伴的人形机器人产品陆续落地。公司 Active Cameral 解决方案获欧洲头部人形机器人制造商批量订单。风险提示：原材料价格上涨，汽车价格竞争持续激化。","news_type":1,"symbols_score_info":{"02498":1.96}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":578965576197088,"gmtCreate":1782358153936,"gmtModify":1782364195116,"author":{"id":"4138413969880942","authorId":"4138413969880942","name":"Zx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4138413969880942","authorIdStr":"4138413969880942"},"themes":[],"title":"","htmlText":"发布评级增，预示又要跌！好像就是这个规律！","listText":"发布评级增，预示又要跌！好像就是这个规律！","text":"发布评级增，预示又要跌！好像就是这个规律！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578965576197088","repostId":"2646230598","repostType":2,"repost":{"id":"2646230598","kind":"live","pubTimestamp":1782352599,"share":"https://www.laohu8.com/m/news/2646230598?lang=zh_CN&edition=full","pubTime":"2026-06-25 09:56","market":"hk","language":"zh","title":"中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2646230598","media":"智通财经","summary":"【中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元】智通财经APP获悉，中金发布研报称，考虑到范式智能(06682.HK)商业落地加速、API业务放量带来的收入驱动，该行上调26e收","content":"<html><body><div>\n<div>\n<b>【中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元】</b>智通财经APP获悉，中金发布研报称，考虑到范式智能(06682.HK)商业落地加速、API业务放量带来的收入驱动，该行上调26e收入预测36.4%至105.5亿元，同时结合战略转型带来的毛利调整和投入增加，该行26e调整后归母净利润预测为0.9亿元。引入27e收入预测134.3亿元，调整后归母净利润3.0亿元。该行看好公司商业模式优化，维持公司跑赢行业评级，考虑公司业务处于战略调整期切换至1.4x 27e P/S，对应目标价40港元，当前交易于1.0x 27e P/S，较当前具备43%上行空间。 </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"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>中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元</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; 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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中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 09:56 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元】智通财经APP获悉，中金发布研报称，考虑到范式智能(06682.HK)商业落地加速、API业务放量带来的收入驱动，该行上调26e收入预测36.4%至105.5亿元，同时结合战略转型带来的毛利调整和投入增加，该行26e调整后归母净利润预测为0.9亿元。引入27e收入预测134.3亿元，调整后归母净利润3.0亿元。该行看好公司...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1613":"DeepSeek概念股","06682":"范式智能","BK1109":"应用软件"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2646230598","content_text":"【中金：维持范式智能(06682.HK)跑赢行业评级 目标价40港元】智通财经APP获悉，中金发布研报称，考虑到范式智能(06682.HK)商业落地加速、API业务放量带来的收入驱动，该行上调26e收入预测36.4%至105.5亿元，同时结合战略转型带来的毛利调整和投入增加，该行26e调整后归母净利润预测为0.9亿元。引入27e收入预测134.3亿元，调整后归母净利润3.0亿元。该行看好公司商业模式优化，维持公司跑赢行业评级，考虑公司业务处于战略调整期切换至1.4x 27e P/S，对应目标价40港元，当前交易于1.0x 27e P/S，较当前具备43%上行空间。","news_type":1,"symbols_score_info":{"06682":1.5}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577826031990568,"gmtCreate":1782094341177,"gmtModify":1782094576435,"author":{"id":"4138413969880942","authorId":"4138413969880942","name":"Zx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4138413969880942","authorIdStr":"4138413969880942"},"themes":[],"title":"","htmlText":"发现一个问题：只要某机构证券一旦发布“优于大市”或”买入“评级，这只股票大概率都要跌。","listText":"发现一个问题：只要某机构证券一旦发布“优于大市”或”买入“评级，这只股票大概率都要跌。","text":"发现一个问题：只要某机构证券一旦发布“优于大市”或”买入“评级，这只股票大概率都要跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577826031990568","repostId":"2641100547","repostType":2,"repost":{"id":"2641100547","kind":"news","pubTimestamp":1780909095,"share":"https://www.laohu8.com/m/news/2641100547?lang=zh_CN&edition=full","pubTime":"2026-06-08 16:58","market":"hk","language":"zh","title":"国信证券：速腾聚创(02498)发布“创世”架构及SPAD-SOC双芯片 维持“优于大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2641100547","media":"智通财经","summary":"智通财经APP获悉，国信证券发布研报称，维持速腾聚创“优于大市”评级。国信证券主要观点如下：车端，受益于ADAS及高阶智驾快速发展，公司在手订单充沛产品方面，2026年Tech Day上，公司发布SPAD-SoC芯片级解决方案平台“创世”架构，推出全球首款单片集成原生 2160 线车规级SPAD-SoC“凤凰” 芯片和业界首款可量产的 640×480 分辨率全固态大面阵 SPAD-SoC“孔雀”芯片。“孔雀” 芯片将在 2026 年内正式规模化量产。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/002736\">国信证券</a>发布研报称，维持<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>(02498)“优于大市”评级。2026Q1，公司实现收入为4.59亿元，同比增长 39.9%。其中来自销售产品的收人为4.41亿元，同比+45.9%，服务及其他的收人为766.3万元，同比+91.2%。 2026Q1，公司净利率同比提升16ct。</p><p>国信证券主要观点如下：</p><p><strong>车端，受益于ADAS及高阶智驾快速发展，公司在手订单充沛</strong></p><p>产品方面，2026年Tech Day上，公司发布SPAD-SoC芯片级解决方案平台“创世”架构，推出全球首款单片集成原生 2160 线车规级SPAD-SoC“<a href=\"https://laohu8.com/S/600716\">凤凰</a>” 芯片和业界首款可量产的 640×480 分辨率全固态大面阵 SPAD-SoC“孔雀”芯片。其中，基于“凤凰”芯片定制的“千线”数字化激光雷达在北京车展已完成“上车”首秀，实现自研芯片“发布即上车”。“孔雀” 芯片将在 2026 年内正式规模化量产。客户方面，截至2026年3月31日，公司已累计获得36家车企及 Tier1的177款车型定点。</p><p>公司ADAS领域的在手订单储备已超900万台。公司全固态补盲激光雷达被全球几乎所有头部L4自动驾驶车企采用，“EM4 主雷达+E1 补盲雷达”数字化组合获全球超 90%行业头部企业青睐。截至2026年4 月15日，公司全固态数字化激光雷达 E 平台产品(包括 E1 及 E1R)累计交付破30万台。公司与割草机器人行业库犸科技、未岚大陆、<a href=\"https://laohu8.com/S/688169\">石头科技</a>建立独家合作。</p><p><strong>机器人端，公司依托硬件、芯片、AI 等技术，为机器人提供增量零部件及解决方案</strong></p><p>依托自研SPAD-SoC与2D VCSEL数字化芯片驱动的领先感知硬件产品，公司已助力宇树、智元、众擎、<a href=\"https://laohu8.com/S/000806\">银河</a>通用、<a href=\"https://laohu8.com/S/02432\">越疆</a>等多家伙伴的人形机器人产品陆续落地。公司 Active Cameral 解决方案获欧洲头部人形机器人制造商批量订单。</p><p><strong>风险提示：</strong>原材料价格上涨，汽车价格竞争持续激化。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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