异动解读05-18
蓝思科技（06613.HK）今日盘中大幅上涨6.93%，表现强劲。
消息面上，多重利好因素共同推动股价走强。特斯拉Optimus Gen-3人形机器人计划于今年夏季启动量产，蓝思科技已率先通过量产审厂，独家承接整机组装订单，并供应3D玻璃面罩、灵巧手夹爪模组等核心部件，市场占有率预计超过70%。此外，公司董事长周群飞近日在中美科技界晚宴上与马斯克、库克同席，被市场解读为与特斯拉等核心客户供应链关系紧密的重要信号。多家券商近期也给予公司“买入”评级，认为其在折叠屏与具身智能领域的布局有望打开新的增长空间。
资金流向数据显示，近期该股获得主力资金关注，市场对其在智能终端及机器人供应链中的核心地位信心增强。
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