比亚迪电子(00285)今日盘中股价大幅上涨5.14%，市场表现强劲。
消息面上，公司近期参展世界人工智能大会，市场对其AI算力基础设施业务的关注度持续升温。根据相关报道，中邮证券维持公司“买入”评级，并指出其AI算力基础设施业务营收同比增长显著，液冷产品已完成认证并进入小批量试产阶段，电源产品也在稳步推进中。
此外，公司在光模块领域的布局成为市场焦点，其800G光模块已具备量产能力并开始交付，更高规格的1.6T产品则处于验证阶段。分析指出，市场正密切关注公司即将发布的中期报告，以期进一步确认这些前沿业务的实质性进展，这构成了推动股价走强的重要因素。
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