高盛发表研究报告,比亚迪电子(00285.HK) 2027年收入增长将复苏,受惠于在内存成本相对稳定下,智能手机及个人电脑需求企稳,以及公司产品组合升级;来自苹果(AAPL.US) 及比亚迪(01211.HK) 的收入敞口增加,并扩展至AI服务器供应链(液冷、供电)。该行继续预期比亚迪电子毛利率至2028年将复苏,以2027年目标市盈率10倍计,目标价由21元上调至22元,维持比亚迪电子“沽售”...
Source Link高盛发表研究报告,比亚迪电子(00285.HK) 2027年收入增长将复苏,受惠于在内存成本相对稳定下,智能手机及个人电脑需求企稳,以及公司产品组合升级;来自苹果(AAPL.US) 及比亚迪(01211.HK) 的收入敞口增加,并扩展至AI服务器供应链(液冷、供电)。该行继续预期比亚迪电子毛利率至2028年将复苏,以2027年目标市盈率10倍计,目标价由21元上调至22元,维持比亚迪电子“沽售”...
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