异动解读｜蓝思科技盘中上涨3.1%，摩根大通增持叠加多家投行上调目标价

行情直击08-28

8月28日，蓝思科技盘中上涨3.1%，报25.28港元，成交额8057.2万港元。

消息面上，港交所披露摩根大通于8月24日将蓝思科技H股好仓比例从4.54%提升至5.19%，触及举牌线。与此同时，近日多家国际投行密集上调目标价：里昂将目标价上调至30.7港元并维持"跑赢大市"评级，Jefferies从19港元大幅上调至28港元维持买入，美银证券上调至27港元重申买入。

基本面方面，公司二季度单季净利润7.26亿元环比扭亏为盈，毛利率提升至18.2%。公司在电话会议上表示，下半年将迎来AI服务器结构件、高效液冷散热系统等订单爬坡，具身智能板块预计实现更大幅度增长。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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