行情直击05-18
5月18日，蓝思科技(06613.HK)盘中上涨4.56%，报23.36港元，成交额1.53亿港元。
消息面上，多重利好共振推动股价走强。一方面，特斯拉Optimus Gen-3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，市占率超70%。另一方面，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供应链关系紧密的重要信号。此外，多家券商近期给予公司"买入"评级，华鑫证券指出折叠屏与具身智能有望打开下半年增量空间，公司前瞻性布局正进入收获期。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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