异动解读｜蓝思科技盘中上涨3.02%，新兴业务多点突破叠加多家大行上调目标价

行情直击09-07 11:25

9月7日，蓝思科技盘中上涨3.02%，报24.56港元，成交额8290.44万港元。

消息面上，公司近期在业绩说明会上密集披露多项新兴业务进展：具身智能机器人已在北美及国内头部客户实现核心卡位，累计出货量居行业前列；东莞松山湖园区已完成AI服务器结构件及液冷散热系统扩产验证，正加速产能爬坡；UTG折叠屏、AI眼镜、TGV玻璃基板等业务加速迈入落地兑现阶段。与此同时，里昂将目标价上调至30.7港元，美银上调至27港元，Jefferies上调至28港元，均维持买入类评级。此外，瑞银及摩根大通近期相继增持公司H股好仓。尽管上半年业绩承压，但新动能布局及机构看多形成阶段性修复动力。

（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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