6月5日，博泰车联盘中下跌5.12%，报205.2港元/股，成交额2471.02万港元。消息面上，公司于6月2日公告拟联合平安资本收购一家光电芯片企业控股权，6月3日股价一度涨超12%，但此后连续两日回调。市场分歧持续发酵，有分析指出头部车企已实现车规级芯片自研，博泰长期依赖第三方芯片平台，此次收购的辅助类光电芯片与核心主控芯片存在本质区别，外延并购难以根本改变"后发"困局。此外，公司5月H股新增逾456万股带来短期供给压力，叠加前期连续反弹后获利盘持续回吐，股价承压调整。
（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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