三花智控|机器人风向标,高盛看空之下如何解读?

南方深度财研
Nov 14

如果说大摩常被视作市场“反指”,高盛的看空判断似乎总能精准命中关键节点。自今年4月看空机器人板块带来30%的回调之后,2025年11月2日,这家机构再度对机器人发表观点,并对机器人龙头三花智控抛出差异化评级:将A股(002050.SZ)评级从“买入”下调至“中性”,给出12个月目标价40.9元(隐含18.1%下行空间);同时维持港股(2050.HK)“买入”评级,目标价43.1港元(隐含5.4%...

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