《大行》汇丰研究下调力劲科技(00558.HK)评级至“减持” 市场对人型机器人贡献过于乐观

阿斯达克财经
Aug 28, 2025

汇丰环球研究指,力劲科技(00558.HK) 股价本月以来累升98%,公司宣布就开发人型机器人镁金属压铸方案缔结策略性伙伴。该行认为市场对人型机器人收益贡献预期过于乐观,且汽车客户对铝压铸机与塑料“啤机”需求仍然淡静。该行预期2026至27财年镁金属压铸方案贡献有限,基于人型机器人仍在探索不同硬件设计及材料,因此短期内不太可能进入量产阶段,且相关人工智能需更多训练以实现大规模应用。该行料今明两年...

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