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《大行》招商证券:多重利好催化机械人及智驾链 荐优必选、小鹏及地平线等龙头企业
招商证券国际发表研究报告指,AI+智能驾驶及AI+机械人双赛道迎来多重利好,板块效应增强,龙头股估值提升。 该行表示,投资策略方面,长线看布局,中线看交付兑现,强推重点龙头公司。个股方面,人形整机首推优必选(09880.HK)、小鹏汽车-W(09868.HK),智驾供应链重点推荐地平线-W(09660.HK)、禾赛科技(02525.HK)(HSAI.US)、速腾聚创(02498.HK),机械人零件关注敏实集团(00425.HK)。该行上调优必选及地平线目标价至分别155元及13.8元,维持「增持」评级。
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