博泰车联AI平台属性凸显，软件价值重估正当时_老虎社区_美港股上老虎

博泰车联AI平台属性凸显，软件价值重估正当时

硕果累累234
2025-10-31

大摩的核心观点是重估AI和软件价值。这正是国产替代的主线。在我看来，博泰车联的AI平台属性，让它的价值远不止于硬件，市场该重新审视了 $博泰车联(02889)$ 。#博泰港股上市 #智能座舱 #博泰车联 #智能汽车 #AI #港股上市 #港股智能座舱第一股 #**鸿蒙

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