大行評級|大華繼顯:上調比亞迪電子目標價至47.7港元 維持“買入”評級
大華繼顯發表報告指,比亞迪電子去年下半年淨利潤按年增長9%至27億元,分別低於該行和市場預期的6%和8.7%,主要是由於產品組合仍然疲弱,導致利潤率疲弱。不過,公司對汽車及人工智能服務器的前瞻指引仍然樂觀,但消費電子業務的前景似乎較溫和,原因是市場相對放緩及北美客戶更改設計。該行維持“買入”評級,目標價由40.9港元上調至47.7港元。
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