招商证券国际发表报告指，全球人工智能/机器人行业密集利好来袭，看好龙头领先公司。
港股机器人上市公司逐步增加，行业板块效应已成。人形机器人整机看好优必选(09880.HK) 、上纬新材(688585.SH) 、特斯拉(TSLA.US) 等龙头优势公司，股价催化剂关注大额订单落地，技术重大突破。优必选全球进入最多工厂实训且订单密集落地，特斯拉全球技术最创新且引领行业变革。
其他机器人领域，该行看好越疆(02432.HK) 的协作机器人，极智嘉－W (02590.HK) 的仓储机器人。机器人零部件供应商看好敏实集团(00425.HK) 、德昌电机(00179.HK) 。泛机器人领域供应商方面，从车端向机器人延伸，包括地平线(09660.HK) 、禾赛科技(HSAI.US) 、速腾聚创(02498.HK) 。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-23 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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