富瑞发表研究报告指,小鹏-W(09868.HK) 在慕尼黑的活动不仅是推出L03车型,更是揭示其将“具身智能”(Physical AI)生态系统走向全球化的路线图。随着未来的车型定位为全球车型、2027年为欧洲市场准备的VLA 2.0、扩展至海外的无人驾驶出租车(Robotaxi)以及自2027年起走向全球的人形机器人,该行认为L03仅是将该战略带向海外的首款产品,维持对其“买入”评级,H股目标价...
Source Link富瑞发表研究报告指,小鹏-W(09868.HK) 在慕尼黑的活动不仅是推出L03车型,更是揭示其将“具身智能”(Physical AI)生态系统走向全球化的路线图。随着未来的车型定位为全球车型、2027年为欧洲市场准备的VLA 2.0、扩展至海外的无人驾驶出租车(Robotaxi)以及自2027年起走向全球的人形机器人,该行认为L03仅是将该战略带向海外的首款产品,维持对其“买入”评级,H股目标价...
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