高盛:上调比亚迪电子(00285.HK)目标价至22港元 重申“沽售”评级 预计2027年收入增长复苏

智通财经
Oct 13
【高盛:上调比亚迪电子(00285.HK)目标价至22港元 重申“沽售”评级 预计2027年收入增长复苏】智通财经APP获悉,高盛发布研报称,将比亚迪电子(00285.HK)目标价由21港元上调至22港元,维持“沽售”评级,目标价基于2027年预测市盈率10倍。该行预计,比亚迪电子2027年收入增长将复苏,受益于存储器成本相对稳定下智能手机及个人电脑需求企稳、公司产品组合升级,以及来自苹果(AAPL.US)和比亚迪(01211.HK)的收入敞口增加,并扩展至AI服务器供应链,包括液冷及供电领域。该行继续预计公司毛利率到2028年将有所复苏。

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