中银国际发表研究报告指,比亚迪电子(00285.HK) 消费电子低谷与AI基建放量标志良好入场点。该行指,公司2026年第三季业绩逊预期,因智能手机疲弱,收入按年增长6%,毛利及纯利则分别按年跌31%及61%。尽管消费电子分部于2026至2027年持续受压,该行相信美国主要客户于2027年手机形态转向更多钛金属含量,将有效抵销下行周期。此外,AI基建持续放量,以及汽车智能系统(AIS)每车内容价值...
Source Link中银国际发表研究报告指,比亚迪电子(00285.HK) 消费电子低谷与AI基建放量标志良好入场点。该行指,公司2026年第三季业绩逊预期,因智能手机疲弱,收入按年增长6%,毛利及纯利则分别按年跌31%及61%。尽管消费电子分部于2026至2027年持续受压,该行相信美国主要客户于2027年手机形态转向更多钛金属含量,将有效抵销下行周期。此外,AI基建持续放量,以及汽车智能系统(AIS)每车内容价值...
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