* 苹果AAPL.OiPad组装代工厂--中国比亚迪电子0285.HK周一早盘低开3.1%，随后跌幅扩大至6.6%，报23.12港元。
* 美国投行富瑞在报告中表示，将比亚迪电子目标价由29港元下调至25港元，该公司上半年净利润较富瑞预期低45%，主要因为其他费用增加，其中汇兑损失约7亿元人民币。
iPhone 19 Pro/Pro Max预计将在明年下半年将金属机壳材料由铝改为钛，金属机壳的单机价值量可能提升约10%。然而，机壳部分零件引入3D打印工艺后，将分走一部分原本属于数控机床加工的价值量。因此，对于现有供应商，能否取得足够的3D打印服务订单至关重要。
* 比亚迪电子今年迄今大跌29.1%，同期恒生指数.HSI下滑1.1%。
* 恒生综合行业指数 - 工业.HSCIIG盘中一度跌1%。（完）
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