大行评级丨里昂：比亚迪电子将成英伟达电源组件与苹果桌面型机器人供应商 重申“跑赢大市”评级

Core Viewpoint - BYD Electronics is set to become a power component supplier for NVIDIA's new 800VDC AI server architecture, positioning itself as a comprehensive AI server solution provider within NVIDIA's AI server systems [1] Group 1: Partnership and Growth Opportunities - BYD Electronics is collaborating with Apple on an upcoming desktop robot and home hub, which is expected to drive new business growth for BYD Electronics [1] Group 2: Market Rating and Price Target - The report from Credit Lyonnais reaffirms a "Outperform" rating for BYD Electronics, with a target price set at HKD 52.9 [1]