智通财经APP获悉，大和发布研报称，极智嘉-W(02590)管理层强调，年初至今订单量保持强劲，虽然上半年实施加价，但美国订单仍以最快速度增长，目前占订单总额超过30%;预期美国市场对销售的贡献度提升将支持2026年毛利率。该行重申“买入”评级，并将极智嘉视为全球物流AI领域首选，目标价38港元不变;认为近期股价波动主要因获利回吐，而非基本面恶化，为投资者提供了具吸引力的风险回报机会。
另外，管理层预期与一间美国大型零售商的订单即将落实，涉及金额达3,000万美元的非美国海外仓库项目，早前公司亦获得韩国大型电商平台超过3亿元人民币的大单。基于当前订单储备，管理层对2026年维持高收入增长充满信心。
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