大摩:予敏实集团(00425)“增持”评级 目标价19港元

智通财经
20 Feb

智通财经APP获悉,摩根士丹利发布研报称,给予敏实集团(00425)“增持”评级,目标价19港元。该行相信,敏实集团将能够满足客户对非汽车应用的需求,涵盖人形机器人和自动驾驶技术等AI具现化应用,但建议投资者不要过度分析其进军非汽车业务的计划。

敏实集团董事长近日斥资1000万美元投资X.AI,管理层透露仿生机器人零件业务发展计划,带动股价单日上涨38%,憧憬公司在相关业务的发展若取得任何突破,都将会被市场视为已在制造技术和产品供应上建立的优势。

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