比亚迪电子今日盘中股价大幅下挫5.11%，引发市场关注。
消息面上，花旗近期下调了比亚迪电子的目标价至22.6港元，并给予“沽售”评级，认为其股价仍有约18%的下行空间。报告指出，公司第一季度营业额环比大幅下跌32%，远超历史平均水平，且毛利率同比下滑，主要受iPhone季节性因素及Android业务疲软拖累。此外，美银、中银国际等多家机构也相继下调了目标价，反映出对消费电子行业短期前景的普遍谨慎态度。
尽管公司在新业务领域如AI服务器有所布局，但预计新业务收入规模有限，短期内难以抵消传统消费电子业务下滑带来的整体业绩压力。管理层对全年收入的指引也趋于保守，进一步加剧了市场的担忧情绪。
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