异动解读|比亚迪电子盘中上涨3.15%,手机产业链回暖叠加液冷业务成长预期提振

行情直击
Aug 03

8月3日,比亚迪电子盘中上涨3.15%,报24.22港元/股,成交额1.04亿港元。

消息面上,近期手机产业链持续回暖,iPhone 17已进入大规模量产阶段,部分果链企业大力招工,折叠屏亦被视为行业新增长点。比亚迪电子作为手机部件及组装核心供应商,有望直接受益于新机备货周期。此外,机构持续看好公司液冷及电源业务打开成长空间,中邮证券维持"买入"评级,预计公司收入及归母净利润将持续增长。此前公司股价经历连续两日回调后,本次反弹亦包含技术性修复因素。

(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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