异动解读｜德昌电机控股盘中上涨5.13%，特斯拉Optimus量产临近催化T链核心标的

行情直击06-25

6月25日，德昌电机控股盘中上涨5.13%，报24.2港元/股，成交额1.58亿港元。消息面上，特斯拉第三代人形机器人Optimus量产进入最终冲刺阶段，供应链厂商已开始供应谐波减速器与关节模组，加州工厂产线预计7月底完成改造并于7至8月正式投产。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，公司此前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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