高盛发表报告指,比亚迪电子(00285.HK) 管理层预期,其主要品牌客户即将推出的新款折叠手机,相比以往型号将为公司带来更高的单机价值,有望支持公司未来增长。同时,管理层对AI基建周期保持乐观,并正于全球及本地客户中寻求机遇。比亚迪电子管理层又预期,2026年汽车零件业务出货量将会上升,其中悬挂系统出货量将加快提升,而ADAS系统亦将渗透至更多经济车型。该行对比亚迪电子聚焦领先客户的策略,以及将...
Source Link高盛发表报告指,比亚迪电子(00285.HK) 管理层预期,其主要品牌客户即将推出的新款折叠手机,相比以往型号将为公司带来更高的单机价值,有望支持公司未来增长。同时,管理层对AI基建周期保持乐观,并正于全球及本地客户中寻求机遇。比亚迪电子管理层又预期,2026年汽车零件业务出货量将会上升,其中悬挂系统出货量将加快提升,而ADAS系统亦将渗透至更多经济车型。该行对比亚迪电子聚焦领先客户的策略,以及将...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.