异动解读｜比亚迪电子盘中上涨3.69%，机构买入评级叠加苹果供应链预期持续升温

行情直击05-29

5月29日，比亚迪电子盘中上涨3.69%，报30.08港元，成交额2.18亿港元，延续近日上涨态势。

消息面上，中邮证券近日维持公司"买入"评级，预计未来三年营收分别为1830/2012/2253亿元，看好其AI算力基础设施业务（同比增长31.70%）及汽车电子业务的强劲势头。同时，招银国际预期苹果将迎来"创新大年"，比亚迪电子来自苹果的收入占比高达六成，有望显著受益于供应链需求提升。此外，机构龙虎榜显示公司近期获得净买入，AIPC浪潮催生的PC换机需求以及与苹果、惠普、戴尔等全球知名品牌的深度合作，共同构成股价上行驱动力。

（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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