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比亞迪電子(00285.HK)續漲12%創逾廿一個月高 郭明錤料公司今年或成iPod Touch獨家組裝供應商
阿思達克 01-03 09:59
有分析料比亞迪電子(00285.HK)今年或成為iPod Touch獨家組裝供應商,該股今早急漲高見17.66元,創逾21個月高,現造17.46元,續漲12%,成交已達1,322萬股,涉資逾2.27億元。 蘋果「最強分析師」天風國際證券分析員郭明錤預計,比亞迪電子有望今年取代廣達成為iPod Touch獨家組裝供應商,並有可能取得至少10%--20%的Wi-Fi版本iPad組裝訂單。該報告指,若比亞迪電子今年iPad出貨順利,明年有望取得更多Wi-Fi版本的iPad組裝訂單;若公司要取得iPhone組裝訂單,最快需時5-6年。不過,若日後iPhone主機板改為SiP設計,令組裝門檻降低,比亞迪電子有望更早取得iPhone組裝訂單。(sz/t)~ 阿思達克財經新聞 網址: www.aastocks.com
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