摩根士丹利发表研报指，敏实(00425.HK) 董事长秦荣华近日斥1,000万美元投资X.AI，管理层亦透露了对结构件及关节等仿生机器人零件业务的发展计划，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。
大摩相信，敏实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驾驶技术等AI具现化应用，给予“增持”评级，但建议投资者不要过度分析其进军非汽车业务的计划，目标价为19元。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-20 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.