异动解读｜比亚迪电子盘中上涨3.74%，液冷产业链订单排至年底叠加星展上调目标价提振情绪

行情直击09-07

9月7日，比亚迪电子盘中上涨3.74%，报26.1港元，成交额2.55亿港元。

消息面上，近期液冷产业链景气度持续攀升，多家厂商披露大批量订单，行业整体设备订单普遍排至年底，产线两班倒运转，CDU环节供需最为紧张。比亚迪电子海外大客户最新一代液冷冷板产品已完成开发并进入量产爬坡阶段。此外，星展近日将公司目标价由30港元上调至40港元，维持"买入"评级，指出公司正由手机EMS模式转向更高价值的液冷散热、电源及汽车电子业务，预计AI基建有望驱动明年估值重评。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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