招商证券国际发表研究报告指，AI+智能驾驶及AI+机器人双赛道迎来多重利好，板块效应增强，龙头股估值提升。投资策略方面，长线看布局，中线看交付兑现，强推重点龙头公司。个股方面，人形整机首推优必选、小鹏汽车，智驾供应链重点推荐地平线、禾赛科技、速腾聚创，机器人零件关注敏实集团。该行分别上调优必选及地平线目标价至155港元及13.8港元，维持“增持”评级。
招商证券国际发表研究报告指，AI+智能驾驶及AI+机器人双赛道迎来多重利好，板块效应增强，龙头股估值提升。投资策略方面，长线看布局，中线看交付兑现，强推重点龙头公司。个股方面，人形整机首推优必选、小鹏汽车，智驾供应链重点推荐地平线、禾赛科技、速腾聚创，机器人零件关注敏实集团。该行分别上调优必选及地平线目标价至155港元及13.8港元，维持“增持”评级。
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