《大行》招商證券:港股機器人上市公司逐步增加 行業板塊效應已成
招商證券國際發表報告指,全球人工智能/機器人行業密集利好來襲,看好龍頭領先公司。
港股機器人上市公司逐步增加,行業板塊效應已成。人形機器人整機看好優必選(09880.HK)、上緯新材(688585.SH)、特斯拉(TSLA.US)等龍頭優勢公司,股價催化劑關注大額訂單落地,技術重大突破。優必選全球進入最多工廠實訓且訂單密集落地,特斯拉全球技術最創新且引領行業變革。
其他機器人領域,該行看好越疆(02432.HK)的協作機器人,極智嘉-W (02590.HK)的倉儲機器人。機器人零部件供應商看好敏實集團(00425.HK)、德昌電機(00179.HK)。泛機器人領域供應商方面,從車端向機器人延伸,包括地平線(09660.HK)、禾賽科技(HSAI.US)、速騰聚創(02498.HK)。
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