港股異動丨比亞迪電子(0285.HK)放量升逾12% 機構指北美大客户業務逐漸改善
格隆匯4月27日丨比亞迪電子(0285.HK)大幅反彈超12%,現報15.2港元,成交額放大至2.86億港元,總市值343億港元。安信國際曾表示,展望2022年伴隨芯片供應的恢復,公司北美大客户平板產品稼動率的提升有望帶動公司盈利的恢復,同時在HNB 業務以及北美大客户的新產品線供應,預計2022年下半年開始公司業績有望得到顯著回升。瑞信也認為,在近三季的去庫存後,料Android或會有更佳的需求,且北美大客户的平板生產亦正提升。

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