港股午评|恒生指数早盘跌0.87% 机器人板块逆市大涨

智通财经
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智通财经APP获悉,港股恒生指数跌0.87%,跌229点,报26159点;恒生科技指数跌1.26%。港股早盘成交1511亿港元。

特斯拉第三代人形机器人Optimus V3 (擎天柱第三代)预计年中亮相,2026 年7-8 月启动正式投产,产品测试稳步推进,预计2027 年投入外部场景应用。机器人产业进入量产博弈阶段。兆威机电(02692)涨超17%,埃斯顿(02715)涨14%;越疆(02432)涨6.86%。

兆易创新(03986)涨超2%,MCU芯片迎多轮涨价潮,公司持续拓宽产品技术实力。

均胜电子(00699)涨6%,公司聚焦机器人核心部件以及相关总成方案。

昭衍新药(06127)逆市涨超7%,一季度归母净利同比增近4.8倍,新签订单延续高景气度增长。

迅策(03317)再涨超4%。通用Token降价引爆市场需求,迅策垂类Token溢价及需求坚挺。

银诺医药-B(02591)跌5.86%,股价逼近历史前低,基石投资者今日正式解禁。

有色金属股继续下跌,加息预期升温压制有色涨价空间,机构指短期铜铝需求偏弱。五矿资源(01208)跌5.5%;江西铜业股份(00358)跌4.9%。

信达生物(01801)跌超5%,创始人俞德超近期减持股份,套现约1.21亿港元。

阿里健康(00241)跌超6%,年度经调整净利同增19.3%,公司CFO发生变更。

建滔积层板(01888)跌4.87%,中国巨石宣布扩产,花旗料短期或对公司造成负面市场情绪。

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