花旗发表报告指,优必选(09880.HK) 上日(22日)宣布12个月内第五次配股,计划以每股82元发行3,020万股新股。虽然今次配股在某程度上出乎该行和市场预期,但从之前四次配股的情况来看,该行认为是次配售对股价造成的压力短暂。管理层表示,第五次配股的主要目的是为仿人机器人Walker S2,其初期投资及主要部件采购将耗资最多1亿美元,这意味着公司拥有强大的仿人机器人订单或意向订单。
花旗维持对优必选正面看法,并相信8月8至12日在北京举行的2025年世界机器人大会对优必选是正面事件。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-22 16:25。)
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