花旗称投资者对中国人形机器人主题态度谨慎 仍看好优必选等个股

格隆汇
03 Mar

格隆汇3月3日|花旗称,尽管人形机器人成为未来趋势几乎毫无疑问,但由于量产时间的不确定性,花旗交流的大多数投资者对该主题持谨慎态度。花旗认为,中国零部件供应商的长期投资价值可能优于整机品牌;基于核心业务前景和估值,看好双环传动(RV减速器),其次是恒立液压和绿的谐波(谐波减速器)。虽然投资者对优必选的核心竞争力持怀疑态度,但花旗认为,其股东背景及与比亚迪等中国领先新能源车企的合作,可能助推其人形...

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