9月2日，比亚迪电子盘中下跌3.21%，报26.12港元，成交额5001.91万港元。
消息面上，摩根士丹利9月1日发布研报，将比亚迪电子今年盈利预测大幅下调68%，目标价由39港元降至33港元，续予"增持"评级。此前杰富瑞亦将目标价由29港元下调至25港元，维持"持有"评级。密集的下调动作源于公司中期业绩大幅不及预期——上半年归母净利润仅4.26亿元，同比骤降75.35%，毛利率从6.88%降至4.91%，期内录得汇兑亏损约7.02亿元，较去年同期净收益约2亿元大幅恶化。AI算力基础设施收入同比下滑10.57%，智能终端零部件业务亦阶段性承压。大摩指出Q2纯利同比仍跌64%，但认为下半年随客户旺季及液冷产能爬坡，业绩有望改善。
（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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