异动解读|埃斯顿盘中上涨6%,人形机器人产业催化持续叠加业绩高增驱动技术性反弹

行情直击
Jun 08

6月8日,埃斯顿(02715)盘中上涨6%,报19.86港元,成交额3.17亿港元,在经历前一交易日超5%的回调后强势反弹。

消息面上,人形机器人产业利好持续密集释放。英伟达宣布联手宇树科技推出新一代人形机器人参考设计H2Plus,OpenAI正式组建机器人事业部进军实体机器人赛道,特斯拉第三代Optimus人形机器人年中发布、年底量产,行业量产预期明确。公司层面,一季度归母净利润9784万元,同比增长674.64%;工业机器人出货量首次超越外资品牌位居国内第一,品牌机器人收入同比增近50%。此外,公司近期与中科院签约联合研发具身智能,踩准物理AI核心风口,多重利好共振吸引资金回流。

(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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