异动解读|比亚迪电子盘中下跌3.3%,花旗沽售评级与消费电子业务疲软持续施压

行情直击
Jun 09

6月9日,比亚迪电子盘中下跌3.3%,报26.36港元/股,成交额1.03亿港元,股价延续近期弱势。

消息面上,花旗近期下调比亚迪电子目标价至22.6港元并给予"沽售"评级,较当前股价仍存在较大下行空间。花旗指出,公司首季营业额382亿元,环比下跌32%,远超过去五年平均的16%,受iPhone季节性因素及Android业务疲软影响,毛利率同比下降1.1个百分点至5.2%。此外,美银、中银国际等多家机构也相继下调目标价。管理层指引全年收入按年持平,其中Android EMS业务按年下降,市场对次季业绩前景持谨慎态度。尽管公司在AI服务器领域有所布局,但短期内新业务规模有限,难以对冲传统消费电子下滑压力。

(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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