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比亚迪电子(00285.HK)续涨12%创逾廿一个月高 郭明錤料公司今年或成iPod Touch独家组装供应商
阿思达克 01-03 09:59

有分析料比亚迪电子(00285.HK)今年或成为iPod Touch独家组装供应商,该股今早急涨高见17.66元,创逾21个月高,现造17.46元,续涨12%,成交已达1,322万股,涉资逾2.27亿元。

苹果「最强分析师」天风国际证券分析员郭明錤预计,比亚迪电子有望今年取代广达成为iPod Touch独家组装供应商,并有可能取得至少10%--20%的Wi-Fi版本iPad组装订单。该报告指,若比亚迪电子今年iPad出货顺利,明年有望取得更多Wi-Fi版本的iPad组装订单;若公司要取得iPhone组装订单,最快需时5-6年。不过,若日後iPhone主机板改为SiP设计,令组装门槛降低,比亚迪电子有望更早取得iPhone组装订单。

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