智通财经05-15
智通财经APP获悉，蓝思科技(06613)逆势涨超4%，截至发稿，涨4.27%，报21.72港元，成交额2.42亿港元。
消息面上，5月14日晚，据央视新闻视频，美国总统特朗普的欢迎宴会上，有多名中国企业家亮相。根据上观新闻，经记者辨认，晚宴上与特斯拉CEO马斯克、英伟达CEO黄仁勋、苹果CEO库克同桌的中国企业家，其中包括了蓝思科技董事长周群飞。
华鑫证券研报指出，AI重塑全场景智能终端，折叠屏与具身智能打开下半年增量空间公司前瞻性布局进入收获期，下半年新旧动能转化将带来充足业绩弹性。在大客户今年下半年的折叠机项目中，公司供应UTG玻璃、PET膜、3D玻璃盖板等高价值核心组件，产品于二季度已开始出货，下半年将兑现显著营收增量。在具身智能领域，公司作为海外大客户超10年的Tier1供应商取得核心模组确定份额，今年将逐步量产爬坡，同时为国内头部客户批量交付人形及四足机器人。
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