异动解读 | 机器人概念升温叠加中金看好,德昌电机控股盘中大涨9.07%

异动解读
May 08

德昌电机控股今日盘中大涨9.07%,引起了市场的广泛关注。

消息面上,公司近期与上海机电携手成立合资公司,正式进军人形机器人关节领域,此举恰逢特斯拉CEO马斯克在一季度财报电话会上确认,其Optimus机器人将于7月下旬或8月投产,并将全面改造产线为Optimus专属产线,机器人板块情绪因此持续升温,带动相关概念股走强。

此外,中金公司首次覆盖德昌电机控股,并给予“跑赢行业”评级,目标价定为43.6港元,较当前股价存在显著上行空间,进一步提振了市场信心。公司亦计划于近期举行董事会会议,以批准全年业绩并考虑派发末期股息,多重利好因素共同推动股价在盘中强势上涨。

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