智通财经APP获悉，蓝思科技(06613)涨超6%，截至发稿，涨6.34%，报23.82港元，成交额1.64亿港元。
消息面上，据报道，苹果下半年将发表首款折叠机iPhone Fold，供应链消息称，苹果内部对新机销售量非常有信心，大幅调高供应链备货量，比原定目标上调两成，是近年苹果新机罕见大幅度调升备货需求。中泰证券此前指，26年起大客户有望进入硬件创新周期，3D玻璃后盖渗透率有望提升，蓝思科技作为核心供应商有望受益，此外公司亦有望受益于大客户首款折叠屏机型的PET膜+UTG玻璃+玻璃支撑板增量。
此外，财信证券指出，在人形机器人领域，公司已构建从核心部件到整机组装的垂直整合平台，实现关节模组、灵巧手等核心部件的批量交付，并切入北美及国内多家头部企业供应链。在AI数据中心领域，公司通过收购英伟达RVL认证供应商PMG，战略性切入全球AI算力供应链，加速向“全球AI硬件创新平台”转型。
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