CMB International Securities: expecting the outbreak of universal robots from 2028 to 2030, first giving UBTech (09880) and DJI (02432) a "buy" rating.

According to the Zhixingtong Financial APP, CICC International released a research report stating that AI technology will drive the overseas intelligent upgrade of robots this year, with leading companies improving iteration efficiency through vertical integration. In terms of individual stock recommendations, CICC International initiated a "buy" rating for Ubtech (09880) and Yuejiang (02432), with target prices of HK$110 and HK$76 respectively. They also remain bullish on Tesla (TSLA.US) and maintained a "buy" rating, but lowered the target price from $452 to $377 due to drag from electric vehicle sales. The firm is also keeping an eye on the AI-equipped home robotics system supplier Woan Machine, which is not yet listed.