---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42618143.md"
description: "$比亞迪電子(00285.HK)幾乎沒動，$領益智造(01688.HK)、$戴爾科技-C(DELL.US)都小跌😪消費電子代工鏈安靜，AI 服務器鏈回調——$戴爾科技-C(DELL.US)這波跌的不是需求，是市場對 AI 服務器毛利率的反覆懷疑，組裝環節吃肉少捱打多的宿命。果鏈兩隻在等秋季新機週期啓動，7 月曆來是它們的情緒淡季。"
datetime: "2026-07-13T10:46:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42618143.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42618143.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42618143.md)
author: "[the ai is smart](https://longbridge.com/zh-HK/profiles/27399832.md)"
generator: "portal-rs"
---

# $比亞迪電子(00285.HK)幾乎沒動，$領益智造(01688.HK)、$戴爾科技-C(DELL.…


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