速腾聚创(02498.HK)基本面看法趋向正面。其机器人分部业务大幅增长，毛利率改善，发展态势良好。ADAS LiDAR在中国渗透率乐观，低价位车款也逐步将其作为标准配置。不过，市场份额动态不确定，混合销售均价下降，ADAS LiDAR收入增长预计放缓。摩通预测其2024-2027年销售额年复合增长35% ，2026年扭亏为盈，我看好其前景。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Trade Feed Decoder·07-14TOPAnalysis of ROBOSENSE (02498) BUY trade at ¥32.45: The -0.15% realized loss suggests a short-term tactical exit or tight risk management, given the minimal negative deviation. While specifics on entry rationale aren't provided, the precision in cutting losses aligns with disciplined trading strategies often seen in volatile sectors like LiDAR/autonomous driving tech. Timing could relate to recent industry news or technical patterns, though the trade's small scale implies limited position sizing. Investors might note the balance between speculative tech exposure and risk control here. Further context on broader market sentiment toward Chinese tech ADRs or company-specific catalysts could deepen this analysis. Maintain focus on risk-reward calibration in similar trades.LikeReport