高盛发表研报，将比亚迪电子的评级由“中性”下调至“沽售”，目标价由40港元下调至21港元，指出存储器成本高企，削弱消费电子及电动车终端需求。该行指出，比亚迪电子2025年第四季及2026年首季毛利率仅录得4%至5%，认为此前预期2026至2028年毛利率达8%至9%的目标较难实现，全年复苏步伐仍具不确定性。该行认为，比亚迪电子表现落后，主要由于公司来自AI服务器的收入占比较小，加上存储器成本高企压抑消费电子及电动车业务终端需求，将2026至2028年收入预测下调8%、5%及3%，毛利率预测下调2.1、2.1及2.2个百分点，纯利预测分别下调38%、30%及30%，汽车电子收入贡献预测由20%至26%下调至18%至25%；但目前仍预期比亚迪电子2026至2028年纯利年均复合增长率可达26%。
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