异动解读｜德昌电机控股盘中上涨5.46%，特斯拉Optimus量产在即叠加SOFC增长曲线催化

行情直击06-22

6月22日，德昌电机控股盘中上涨5.46%，报23.0港元/股，成交额1.34亿港元，延续近期反弹态势。

消息面上，特斯拉Optimus V3量产进入最终冲刺阶段，弗里蒙特工厂产线改造预计7月底完成并于7至8月正式投产，核心供应商已收到Q2正式采购订单。多家券商研报将德昌电机控股列为T链Tier1核心标的，公司聚焦机器人关节和灵巧手业务，被机构看好为全新增长曲线。此外，国泰海通指出公司粉末冶金技术可应用于SOFC领域，受益AIDC发电需求增长；管理层确认公司已嵌入英伟达Blackwell液冷生态系统。公司同时公告拟授权回购最高10%已发行股份，对短期股价形成支撑。

（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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