大行评级｜中银国际：上调比亚迪电子目标价至52.2港元维持“买入”评级

格隆汇09-02

中银国际发表研究报告指，比亚迪电子上半年收入及毛利率均逊于预期，惟净利润好过市场预期，主要是受到智能手机业务所影响，但被强劲的AIS收入增长和研发开支下降所抵销。该行相信，比亚迪电子明年将有更好的可见性，因为可折叠的iPhone可能采用钛合金外壳，使公司有更好的产品增长机会，而且服务器OEM、液冷和电力的快速增长，尤其是在海外市场，亦令公司受惠。该行维持比亚迪电子“买入”评级，目标价由40.9港元...

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大行评级｜中银国际：上调比亚迪电子目标价至52.2港元 维持“买入”评级

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大行评级｜中银国际：上调比亚迪电子目标价至52.2港元维持“买入”评级