大行评级|花旗:首予津上机床中国“买入/高风险”评级及目标价72港元

格隆汇
Aug 11
花旗发表报告指,首次覆盖津上机床中国,予“买入/高风险”评级,目标价72港元,预期将受惠于电子与AI液冷产业资本开支的强劲增长。这两大领域合计约占新订单40%,已超越汽车产业的不足30%。另外,该行料人形机器人可能成为下一个重要驱动力,目前订单贡献仅约2%;加上该股有望纳入港股通,亦可能成为短期正面催化剂。

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