You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》建銀國際升優必選(09880.HK)目標價至115元 維持「跑贏大市」
阿思達克 07-25 10:07
建銀國際研究報告指,優必選(09880.HK)近期公佈旗艦產品Walker S2更多細節,包括配備AI模型Co-Agent、每秒行走2米及15公斤負載能力等,該行認為是次升級可滿足各工業領域需求。公司正加速擴產,預計8月起每月產能可達約200個;該行預測2025年交付量可超過1,000個,2026年超過3,000個,較先前估算進度提前一年。以平均售價60至70萬元人民幣計算,估計Walker S2在2025至26年可創造5億至15億元人民幣收入。 另外,公司日前完成上市以來第5次配股,以折讓9.1%、每股82元發行3,000萬股新股,集資淨額24億元,規模超過該行預期。考慮到股數增加與收入預測上調,將目標價由100元上調至115元,維持「跑贏大市」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account