9月3日，比亚迪电子盘中下跌3.02%，报25.02港元，成交额1.01亿港元，延续近期弱势。
消息面上，公司此前披露中期业绩，上半年营收822.34亿元，同比仅增2.02%，母公司拥有人应占溢利4.26亿元，同比大幅下降75.35%，每股盈利从0.77元骤降至0.19元，主因产品结构变化及汇兑损失拖累。毛利率从6.88%降至4.91%，AI算力基础设施收入同比下滑10.57%。业绩公布后，多家投行密集下调目标价：摩根士丹利将盈利预测下调68%，目标价由39港元降至33港元；杰富瑞将目标价由29港元降至25港元，指高毛利组件贡献减少导致产品组合转差。大摩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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