招商证券国际:AI属性强的机器人、智驾关注度高 维持优必选行业首选

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智通财经APP获悉,招商证券国际发布研报称,近期在韩国路演,AI属性强的机器人、智驾关注度高,排序为机器人>智能驾驶>整车及零部件,智驾链关注排序智驾SoC芯片>激光雷达>其他零部件。该行指,人形机器人链整机首推优必选(09880),供应链看好敏实集团(00425) 。智驾链重点推荐地平线机器人-W(09660)、禾赛科技(HSAI.US) 及速腾聚创(02498) 。汽车整车及零部件推荐吉利汽车...

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