异动解读｜五一视界盘中上涨5.82%，物理AI赛道新股超购催化估值重估预期

行情直击06-22

6月22日，五一视界盘中上涨5.82%，报104.9港元，成交额3.02亿港元。该股自52周高点147港元连续回调后，近日迎来反弹。

消息面上，物理AI概念股海清智元港股IPO录得近7200倍公开配售超购，创年内新股超购纪录，板块热度显著传导至存量标的。五一视界作为港股首家物理AI赛道上市企业，被市场视为该赛道核心稀缺标的，估值逻辑正从传统软件行业向AI科技成长切换。此外，公司近期宣布年内将助力近百家客户实现千台级具身智能部署，51World Model已覆盖智驾、机器人等多元场景。南向资金近20个交易日中有14天增持该股，累计净增持超301万股，资金面支撑明显。

（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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