异动解读|津上机床中国盘中上涨5.31%,每手买卖单位今日起缩减至500股叠加AI需求催化

行情直击
Jul 21

7月21日,津上机床中国盘中上涨5.31%,报55.5港元/股,成交额2490.11万港元。

消息面上,公司此前公告每手买卖单位由1000股更改为500股,于今日上午9时正起生效,降低投资门槛有望提升交易活跃度。基本面方面,公司截至3月底全年业绩创历史新高,收入约51.84亿元,同比增长21.6%,净利润达10.94亿元,同比增长39.9%。大和近期将公司目标价上调至80港元,重申"买入"评级,认为公司是AI基础设施投资中关键的机床受惠者之一。AI液冷快拆接头需求维持强劲,管理层表示2027财年订单有望翻倍,主要受英伟达GB300相关部署推动。

(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。)

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