7月24日，比亚迪电子盘中下跌3.16%，报23.3港元，成交额6067.6万港元。消息面上，电子制造服务板块整体走弱，行业个股普遍下跌。此前高盛将公司评级下调至"沽售"，目标价大幅下调至21港元，指出公司毛利率仅4%-5%，远低于此前市场8%-9%的预期，全年复苏步伐仍具不确定性。
此外，公司近期就光模块业务进行澄清，确认800G产品仅配套自家AI服务器小批量出货，并非独立大规模外销；1.6T产品仅处于实验室样品验证阶段，短期内无法批量交付。在连续多日反弹后，市场对上述前沿业务实际规模的重新审视叠加获利回吐情绪，对股价构成压力。
（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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