7月8日，比亚迪电子盘中上涨5.12%，报21.34港元，成交额1.48亿港元。
消息面上，美国总统特朗普近日公开承认目前对中国进口商品关税过高，预计税率将大幅降低，释放中美贸易关系缓和信号。此前港股苹果概念股已集体走强，比亚迪电子曾单日涨超6%。此外，液冷产业进入订单与业绩兑现阶段，机构指出大陆企业凭借精密加工能力承接外溢订单，公司AI算力基础设施业务增长潜力持续凸显。尽管高盛7月7日下调公司目标价至21港元并指出全年复苏步伐仍具不确定性，但关税政策松动预期对电子制造代工链的正面刺激仍在延续。
（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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