智通财经APP获悉，摩根大通发布研报称，优必选(09880)股价自7月以来上涨71%，对比恒指同期上涨11%，受惠于连续3个重大订单，迅速提升其作为行业商业化领导者的形象。该行称，在强劲执行和正面行业延伸背景下，将优必选目标价从159港元上调至178港元，反映对优必选成长轨迹和合约动能的更乐观展望，评级“增持”。
该行指，公司最近合约包括破纪录的2.5亿元人民币Walker S2交易，以及3,000万元人民币Miracle物流自动化订单，已使今年累计合约总值达4.3亿元人民币，超过其出货目标及该行全年分部预估。今年工博会进一步强化优必选势头，供应商如Leader Drive强调优必选的营运准备度和行业领导地位，行业反馈则指出政府支持强劲，以及工厂和物流场景的采用加速。
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