异动解读 | 高盛下调全球手机出货预测,比亚迪电子盘中大跌5.25%

异动解读
Jul 07

比亚迪电子(00285)今日盘中股价大跌5.25%,引发市场关注。

消息面上,高盛近期下调了全球手机出货量预测,同时苹果上调了iPad及Mac系列产品价格,导致手机产业链全线承压。此外,存储价格上涨持续冲击安卓手机出货量,有机构指出,比亚迪电子的智能终端组装业务全年将面临压力,且其首季净利润受到汇率波动的拖累。

电子制造服务板块今日普遍表现疲弱,巨腾国际、嘉利国际、瑞声科技等同行公司股价均出现下跌,行业整体弱势明显,进一步加剧了比亚迪电子的跌势。

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