--- title: "大摩：升极智嘉-W 目标价至 28.3 港元 评级 “增持”" description: "摩根士丹利发布研报称，极智嘉-W 在 2025 年至 2026 年增长前景更加明朗，随着利润率持续增长，营运杠杆率也将提升，由今年起开始实现正盈利，智能机器人策略和执行力应该会支撑其重新评级。该行维持对其收入和净利润预测不变，料今年及明年收入各增长 30%，净利润今年转为正面增长，达到 1.09 亿元人民币，明年达到 3.74 亿元人民币。目标价由 21.6 港元上调至 28.3 港元，维持其 “" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/255732537.md" published_at: "2025-09-03T07:34:02.000Z" --- # 大摩：升极智嘉-W 目标价至 28.3 港元 评级 “增持” > 摩根士丹利发布研报称，极智嘉-W 在 2025 年至 2026 年增长前景更加明朗，随着利润率持续增长，营运杠杆率也将提升，由今年起开始实现正盈利，智能机器人策略和执行力应该会支撑其重新评级。该行维持对其收入和净利润预测不变，料今年及明年收入各增长 30%，净利润今年转为正面增长，达到 1.09 亿元人民币，明年达到 3.74 亿元人民币。目标价由 21.6 港元上调至 28.3 港元，维持其 “增持” 评级。 智通财经 APP 获悉，摩根士丹利发布研报称，极智嘉-W(02590) 在 2025 年至 2026 年增长前景更加明朗，随着利润率持续增长，营运杠杆率也将提升，由今年起开始实现正盈利，智能机器人策略和执行力应该会支撑其重新评级。该行维持对其收入和净利润预测不变，料今年及明年收入各增长 30%，净利润今年转为正面增长，达到 1.09 亿元人民币，明年达到 3.74 亿元人民币。目标价由 21.6 港元上调至 28.3 港元，维持其 “增持” 评级。 ### Related Stocks - [02590.HK - 极智嘉-W](https://longbridge.com/zh-CN/quote/02590.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Geekplus' ~32% Order Growth Last Year Fails To Impress Investors | Geekplus reported a 31.7% order growth to 4.1 billion yuan for 2025, but its stock fell nearly 10% following the announc | [Link](https://longbridge.com/zh-CN/news/275470674.md) | | Beijing Geekplus Technology Co. Ltd. Class H (2590) Receives a Buy from Huatai Securities | Huatai Securities analyst maintained a Buy rating on Beijing Geekplus Technology Co. Ltd. Class H yesterday and set a pr | [Link](https://longbridge.com/zh-CN/news/271880799.md) | | KAP Expects HY HEPS To Increase By 28%-35% To 22 to 23.2 Cents | Kap Ltd :JSE: KAP - KAP029 - UPDATED TRADING STATEMENT FOR THE SIX MONTHS ENDED 31 DECEMBER 2025KAP LTD - HY HEPS EXPECT | [Link](https://longbridge.com/zh-CN/news/275910650.md) | | Hong Kong set for warmest Lunar New Year’s Eve on record at 28 degrees | Hong Kong is set to experience its warmest Lunar New Year’s Eve on record, with temperatures expected to reach 28 degree | [Link](https://longbridge.com/zh-CN/news/276024885.md) | | Novautek flags narrower interim loss on AI robot growth and valuation gains | Novautek Technologies Group has announced a reduced interim loss of approximately HK$30.5 million for the six months end | [Link](https://longbridge.com/zh-CN/news/275904199.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。