午评:蓝思科技盘中大涨超10% “碰一下”等多概念催化受关注

金融界
Aug 21, 2025
8月21日上午,蓝思科技(300433)股价表现强劲,盘中一度大涨超10%。午间收盘报收29.22元,涨幅显著。其H股(06613.HK)同样走势强劲,早盘最高涨幅超过4%,呈现A+H股联动上涨态势。 消息面上,苹果iPhone17近日进入大规模量产阶段,蓝思科技作为重要供应商,业绩预期向好。与此同时,人形机器人和支付宝“碰一下”概念,共同推动公司站上市场风口。支付宝的“碰一下”作为创新交互方式已覆盖全国超400个城市,用户规模突破亿级。近日,分众传媒题更是高调宣布,在全国20多个城市电梯广告场景全面引入“碰一下”交互功能,进一步推升市场关注度。

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