异动解读|比亚迪电子盘中上涨3.12%,机构买入评级叠加苹果供应链预期持续升温

行情直击
Jun 02

6月2日,比亚迪电子盘中上涨3.12%,报29.76港元,成交额1.02亿港元,延续近期上涨态势。

消息面上,中邮证券近期维持公司买入评级,预计未来三年营收分别为1830/2012/2253亿元,看好其AI算力基础设施业务(同比增长31.70%)及汽车电子高增态势。同时,招银国际预期苹果将迎来创新大年,比亚迪电子来自苹果的收入占比高达六成,有望显著受益于供应链需求提升。此外,机构龙虎榜显示公司近期获净买入,AIPC浪潮催生的PC换机需求及与苹果、惠普、戴尔等品牌的深度合作,共同构成股价上行驱动力。

(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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