智通财经APP获悉，极智嘉-W(02590)午前张近5%，截至发稿，涨4.89%，报19.29港元，成交额6151.99万港元。
德银发布研报称，极智嘉-W在具身AI商业化方面路径清晰，智能机械臂及人形机械人非常适合用于仓库，而公司拥有领域专业知识及广泛客户基础；管理层计划在今年部署300至500套具身AI产品。另外，全球仓库自动化市场势头依然强劲，考虑到较长的转化时间，极智嘉健康的订单积压为今年收入提供能见度。而且，受惠于高客户回购率及订阅式服务订单收入不断增加，极智嘉的收入中经常性收入比重愈来愈高。
大摩则认为，预期极智嘉-W的自主移动机器人(AMR)业务正处于快速渗透阶段，收入及订单增长持续稳健，但公司加大对具身人工智能及海外渠道的投资，短期内或会牺牲部分盈利能力以换取未来增长。
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