异动解读|三花智控盘中上涨3.43%,特斯拉Optimus量产倒计时叠加机器人板块持续催化

行情直击
May 26

5月26日,三花智控盘中上涨3.43%,报37.18港元,成交额4.89亿港元。消息面上,特斯拉弗里蒙特工厂已将Model S/X产线改造为Optimus人形机器人专用产线,7至8月正式量产预期持续发酵,供应链订单落地节奏加快。公司作为特斯拉Optimus旋转关节执行器核心供应商,已获约12亿元采购订单,同时积极拓展AI液冷及泰国机器人零部件产能布局,多重成长逻辑支撑股价延续反弹。同行业中埃斯顿涨8.68%、越疆涨3.13%,机器人板块热度持续。

(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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