异动解读 | 苹果概念股走强,蓝思科技盘中大涨6.34%

异动解读
Aug 07, 2025

周四盘中,港股上市公司蓝思科技(06613)股价大涨6.34%,引发市场关注。

消息面上,苹果公司(AAPL.US)隔夜在美股市场大涨5%,带动了整个苹果产业链概念股的上涨。作为苹果重要供应商之一,蓝思科技股价随之走强。除蓝思科技外,其他苹果概念股如工业富联、立讯精密、歌尔股份等也纷纷上涨,其中工业富联涨幅达5.5%。

值得注意的是,蓝思科技近期在人形机器人和AI眼镜等新兴领域取得多项进展。公司已为智元机器人等合作伙伴交付数百台整机,并与北美机器人头部客户确定了头部模组和结构件份额。在AI眼镜领域,公司是Rokid全系产品的整机组装合作伙伴。此外,蓝思科技在折叠屏手机领域也取得突破,作为超薄柔性玻璃的全球核心供应商,正深度配合多个国际客户开发和量产相关产品。这些业务拓展或将为公司未来业绩增长提供新的动力。

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