《大行》大摩升敏实(00425.HK)目标价至50元 看好人形机器人及液冷业务推动收入增长

阿斯达克财经
Feb 25

摩根士丹利发表研究报告指,敏实集团(00425.HK) 股价年初至今累计上升35%,远超同期恒指约4%的升幅,反映市场对其人形机器人及液冷业务获得订单的预期升温。大摩认为,敏实在全球生产布局方面相较其他中国本土供应商拥有优势,目前已在美国、加拿大及墨西哥设厂,月初又宣布将与绿的谐波(688017.SH) 于美国成立合资公司,于北美市场拓展人形机器人关节模组总成。大摩相信,在环球地缘政治不确定性下,...

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