港股详情

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高伟电子

27.960

+0.0800.29%

成交量：230.20万

成交额：6,449.43万

市值：242.69亿

市盈率：16.15

高：28.460

开：27.600

低：27.600

收：27.880

52周最高：43.060

52周最低：18.860

股本：8.68亿

香港流通股本：8.68亿

量比：0.30

换手率：0.27%

股息：- -

股息率：- -

每股收益(LYR):1.731

净资产收益率：31.07%

总资产收益率：9.91%

市净率：4.27

市盈率(LYR):16.15

市销率: 0.89

数据加载中...

总览公司新闻资讯公告

智通港股解盘 | 特朗普踩刹车全球股市反弹积极科技和医药率先修复

AWE 2026周四开幕消费电子板块集体上扬富智康集团(02038)涨6.03%

高伟电子盘中异动大幅上涨5.16%报25.280港元

每日卖空追踪 | 高伟电子 03月09日卖空量成交30.7万股，卖空比例为4.42%

手机产业链继续下跌存储涨价冲击供应链全球手机面板出货或下滑7.3%

高伟电子盘中异动大幅跳水5.34%

每日卖空追踪 | 高伟电子 03月06日卖空量成交19.8万股，卖空比例为8.4%

【券商聚焦】中国银河：AI时代消费电子迎接新变革

高伟电子（01415）2026年2月股份变动月报：股本维持不变

港股异动 | 手机产业链集体下跌存储芯片供应短缺今年全球智能手机市场或下滑13%

每日卖空追踪 | 高伟电子 02月25日卖空量成交4.5万股，卖空比例为2.14%

高伟电子02月24日获主力加仓556.9万元

折叠屏与AI芯片成增长新引擎手机产业链普升丘钛科技(01478)涨7.66%

港股异动 | 手机产业链全线上涨舜宇光学(02382)涨超4% AI交互革命有望催化端侧换机热潮

每日卖空追踪 | 高伟电子 02月20日卖空量成交3万股，卖空比例为5.41%

每日卖空追踪 | 高伟电子 02月16日卖空量成交8.3万股，卖空比例为31.92%

每日卖空追踪 | 高伟电子 02月11日卖空量成交19.3万股，卖空比例为4.44%

高伟电子02月11日主力净流出222.8万元散户资金买入

每日卖空追踪 | 高伟电子 02月10日卖空量成交7.4万股，卖空比例为4.15%

手机产业链普遍上涨鸿腾精密(06088)涨3.58% 据报OpenAI首款耳机“Dime”拟今年发布

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2026周四开幕 消费电子板块集体上扬 富智康集团(02038)涨6.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618277607","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618277607?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 11:21","pubTimestamp":1773112897,"startTime":"0","endTime":"0","summary":"金吾财讯 | 消费电子板块集体上扬，富智康集团(02038)涨6.03%，高伟电子(01415)涨5.16%，蓝思科技(06613)涨5.09%，鸿腾精密(06088)涨3.92%，丘钛科技(01478)涨3.12%，瑞声科技(02018)涨2.44%，东江集团控股(02283)涨2.12%。消息面上，作为全球三大家电与消费电子展之一，中国家电及消费电子博览会（AWE 2026）将于3月12日至15日在上海举行。本届展会以\"AI科技·慧享未来\"为主题，首次采用\"一展双区\"模式，总展览面积达17万平方米，汇聚全球1200家参展企业。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976196","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1179","HK0000252160.HKD","BK1096","BK1504","BK1170","SG9999001069.SGD","159732","HK0000252152.HKD","02283","BK1500","SG9999014674.SGD","BK1607","06088","BK1508","06613","HK0000320223.HKD","HK0000320264.USD","BK1183","HK0000500386.USD","BK1608","01478","02018","HK0000306685.HKD","02038","LU0348766576.USD","01415","BK1167","HK0000306701.USD","LU0348767384.USD","SG9999006597.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618595229","title":"高伟电子盘中异动 大幅上涨5.16%报25.280港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618595229","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618595229?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 10:17","pubTimestamp":1773109067,"startTime":"0","endTime":"0","summary":"2026年03月10日早盘10时17分，高伟电子股票出现异动，股价快速上涨5.16%。截至发稿，该股报25.280港元/股，成交量66.0315万股，换手率0.08%，振幅3.74%。资金方面，该股资金流入806.404万港元，流出654.716万港元。高伟电子股票所在的电子零件行业中，整体涨幅为0.73%。其相关个股中，鸿腾精密、蓝思科技、高伟电子涨幅较大，振幅较大的相关个股有信恳智能、超人智能、广和通，振幅分别为12.82%、6.41%、4.67%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031010174797ab7ec8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031010174797ab7ec8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1504","HK0000306685.HKD","HK0000320264.USD","HK0000320223.HKD","01415","HK0000306701.USD","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618480609","title":"每日卖空追踪 | 高伟电子 03月09日卖空量成交30.7万股，卖空比例为4.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618480609","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618480609?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 16:30","pubTimestamp":1773045021,"startTime":"0","endTime":"0","summary":"高伟电子北京时间03月09日，跌2.67%，卖空量成交30.7万股，较上一交易日减少14.25%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163240a6b1c624&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163240a6b1c624&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HK0000306685.HKD","BK1170","HK0000320223.HKD","HK0000320264.USD","BK1504","HK0000306701.USD","01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618171786","title":"手机产业链继续下跌 存储涨价冲击供应链 全球手机面板出货或下滑7.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618171786","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618171786?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 11:29","pubTimestamp":1773026972,"startTime":"0","endTime":"0","summary":"消息面上，据TrendForce集邦咨询最新手机面板调查，由于占手机成本极高的存储器缺货与价格攀升，冲击了品牌对2026年的出货规划，更削弱面板出货动能。预估2026年全球手机面板出货量约为21.4亿片，较2025年23.1亿片下滑约7.3%，结束了自2023年以来的成长周期，首度转为年减态势。IDC将2026年智能手机出货量预期大幅下调至约11亿，远低于去年12.6亿台的数据。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309113202a45a1438&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309113202a45a1438&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","SG9999001069.SGD","HK0000306685.HKD","01415","BK1508","06088","HK0000320264.USD","01478","BK1170","LU0348766576.USD","LU0348767384.USD","BK1504","BK1179","HK0000320223.HKD","HK0000306701.USD","BK1096"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618091746","title":"高伟电子盘中异动 大幅跳水5.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618091746","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618091746?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 09:33","pubTimestamp":1773019984,"startTime":"0","endTime":"0","summary":"2026年03月09日早盘09时33分，高伟电子股票出现异动，股价急速下挫5.34%。截至发稿，该股报23.380港元/股，成交量22.1万股，换手率0.03%，振幅3.72%。资金方面，该股资金流入70.97万港元，流出331.402万港元。高伟电子股票所在的电子零件行业中，整体跌幅为0.72%。其相关个股中，王氏国际、瑞远智控、超人智能涨幅较大，振幅较大的相关个股有鸿腾精密、高伟电子、航天控股，振幅分别为5.86%、3.72%、3.17%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030909330495458d2a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030909330495458d2a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HK0000320223.HKD","HK0000306685.HKD","HK0000320264.USD","HK0000306701.USD","01415","BK1504","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617895236","title":"每日卖空追踪 | 高伟电子 03月06日卖空量成交19.8万股，卖空比例为8.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617895236","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617895236?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306163238a6aa3c1f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1504","HK0000320223.HKD","01415","BK1170","HK0000306685.HKD","HK0000306701.USD","HK0000320264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617508940","title":"【券商聚焦】中国银河：AI时代 消费电子迎接新变革","url":"https://stock-news.laohu8.com/highlight/detail?id=2617508940","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617508940?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 08:39","pubTimestamp":1772757586,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示，2026年3月2日—3月4日，苹果密集发布多款新品，涵盖了手机、电脑、平板多条产品线。此次新品的核心逻辑是升级核心配置，把握AI生态入口。该机构指，在AI的驱动下，消费电子行业也面临新的发展方向，简单的产品迭代已经无法在这场行业变革中保持竞争优势。Canalys此前预测，2025年全球AI手机渗透率将达到34%，到2029年这一比例将快速提升至57%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976016","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","BK1607","02382","LU0348766576.USD","BK1608","LU1211504680.USD","00285","BK1540","BK0276","01415","BK1179","BK1149","HK0000320223.HKD","159732","02038","BK1515","HK0000306701.USD","BK1147","SG9999006597.SGD","BK1170","SG9999014674.SGD","LU0348767384.USD","IE00B29SXG58.USD","LU1831875114.USD","06881","02018","BK1167","BK1521","00698","BK1582","BK1589","BK1508","LU0274383008.USD","BK1564","LU0326950275.SGD","601881","BK1580","BK1504","HK0000306685.HKD","HK0000320264.USD","BK1096","BK1500","01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186713803","title":"高伟电子（01415）2026年2月股份变动月报：股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1186713803","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186713803?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 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今年全球智能手机市场或下滑13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616580684","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616580684?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 10:33","pubTimestamp":1772418803,"startTime":"0","endTime":"0","summary":"消息面上，行业研究机构IDC在最新报告中警告，2026年全球智能手机市场将因为内存短缺迎来一场“前所未有的危机”。IDC将2026年智能手机出货量预期大幅下调至约11亿，远低于去年12.6亿台的数据。这意味着智能手机市场可能会在今年迎来创纪录的同比13%下滑。据科创板日报报道，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。这将是近五年来手机行业规模最大、涨幅最为显著的一轮集体调价。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1408815.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06613","BK1096","HK0000320223.HKD","HK0000306685.HKD","HK0000320264.USD","HK0000306701.USD","01478","VT","BK4585","01415","BK1504","BK1179","BK1170","BK4588","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614508648","title":"每日卖空追踪 | 高伟电子 02月25日卖空量成交4.5万股，卖空比例为2.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614508648","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614508648?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:30","pubTimestamp":1772008223,"startTime":"0","endTime":"0","summary":"高伟电子北京时间02月25日，跌1.43%，卖空量成交4.5万股，较上一交易日减少87.18%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163246a4c673a2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163246a4c673a2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HK0000320223.HKD","01415","HK0000306701.USD","BK1170","HK0000306685.HKD","BK1504","HK0000320264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614705453","title":"高伟电子02月24日获主力加仓556.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614705453","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614705453?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 16:15","pubTimestamp":1771920952,"startTime":"0","endTime":"0","summary":"02月24日, 高伟电子股价涨0.41%，报收29.28元，成交金额7864.4万元，换手率0.31%，振幅3.29%，量比1.31。高伟电子今日主力资金净流入556.9万元，上一交易日主力净流入167.0万元。该股近5个交易日上涨3.03%，主力资金累计净流出24.3万元；近20日主力资金累计净流出640.7万元，其中净流出天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224162028a4c22624&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224162028a4c22624&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1170","HK0000320223.HKD","HK0000306685.HKD","HK0000320264.USD","BK1504","01415","HK0000306701.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613032292","title":"折叠屏与AI芯片成增长新引擎 手机产业链普升 丘钛科技(01478)涨7.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613032292","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613032292?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 11:11","pubTimestamp":1771816290,"startTime":"0","endTime":"0","summary":"金吾财讯 | 手机产业链普升，丘钛科技 涨7.66%，瑞声科技涨4.66%，舜宇光学科技涨4.39%，伟仕佳杰涨4.34%，荣阳实业涨4.11%，比亚迪电子涨3.83%，蓝思科技涨2.83%，高伟电子涨1.90%，富智康集团涨1.89%。开源证券报告指出，随着SoC性能升级和手机内部集成度提升，PCB向高阶、高密度、精细化方向发展，被动元器件尺寸不断缩小；折叠屏设备单机FPC用量更多，苹果入局有望进一步提升折叠屏手机市场空间。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975296","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02038","SG9999006597.SGD","BK1500","BK1540","BK1586","BK1096","BK1179","00856","BK1504","HK0000320223.HKD","02018","HK0000306685.HKD","BK1508","SG9999014674.SGD","BK1167","02078","BK1582","LU0326950275.SGD","LU1211504680.USD","BK1149","IE00B29SXG58.USD","LU0274383008.USD","LU0348767384.USD","06613","BK1580","02382","BK1170","BK1162","LU1831875114.USD","BK1608","LU0348766576.USD","HK0000306701.USD","01478","00285","HK0000320264.USD","BK1515","BK1607","01415","BK1589","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613620824","title":"港股异动 | 手机产业链全线上涨 舜宇光学(02382)涨超4% AI交互革命有望催化端侧换机热潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2613620824","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613620824?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 10:22","pubTimestamp":1771813356,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，手机产业链全线上涨，截至发稿，丘钛科技涨7.89%，报9.3港元；瑞声科技涨4.77%，报38.66港元；舜宇光学涨4.3%，报59.4港元；高伟电子涨2.88%，报29.28港元。Canalys预计2025年AI手机渗透率将达到34%，端侧模型的精简以及芯片算力的升级将进一步助推AI手机向中端价位段渗透。尽管产品仍处于早期阶段，但随着功能成熟与体验优化AI交互模式的革命性改变预期能够带动端侧换机热潮，而这一趋势可能在未来1-3年就有望上演，催化AI产业链中下游行情。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406242.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1831875114.USD","BK1179","BK1096","BK1521","BK1589","LU1211504680.USD","02382","BK1504","BK1170","BK1500","SG9999014674.SGD","VT","BK1607","HK0000320223.HKD","HK0000320264.USD","LU0326950275.SGD","BK1608","01478","02018","HK0000306685.HKD","VXUS","BK4585","01415","IE00B29SXG58.USD","BK1167","HK0000306701.USD","SG9999006597.SGD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613929822","title":"每日卖空追踪 | 高伟电子 02月20日卖空量成交3万股，卖空比例为5.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613929822","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613929822?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 16:30","pubTimestamp":1771576221,"startTime":"0","endTime":"0","summary":"高伟电子北京时间02月20日，跌0.84%，卖空量成交3万股，较上一交易日减少63.86%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220163238a4b5e7a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220163238a4b5e7a6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HK0000320223.HKD","BK1504","HK0000306685.HKD","BK1170","01415","HK0000320264.USD","HK0000306701.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611410479","title":"每日卖空追踪 | 高伟电子 02月16日卖空量成交8.3万股，卖空比例为31.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611410479","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611410479?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260216163217a4a9f677&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01415","HK0000320223.HKD","BK1504","HK0000306701.USD","BK1170","HK0000320264.USD","HK0000306685.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610968981","title":"每日卖空追踪 | 高伟电子 02月11日卖空量成交19.3万股，卖空比例为4.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610968981","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610968981?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 16:30","pubTimestamp":1770798623,"startTime":"0","endTime":"0","summary":"高伟电子北京时间02月11日，跌2.61%，卖空量成交19.3万股，较上一交易日减少37.34%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211163250a4972f53&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211163250a4972f53&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HK0000320264.USD","BK1504","HK0000306701.USD","HK0000320223.HKD","BK1170","HK0000306685.HKD","01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610968670","title":"高伟电子02月11日主力净流出222.8万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2610968670","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610968670?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 16:15","pubTimestamp":1770797757,"startTime":"0","endTime":"0","summary":"02月11日, 高伟电子股价跌2.61%，报收28.36元，成交金额1.2亿元，换手率0.50%，振幅4.67%，量比0.91。高伟电子今日主力资金净流出222.8万元，上一交易日主力净流入38.3万元。该股近5个交易日下跌7.72%，主力资金累计净流入578.7万元；近20日主力资金累计净流入2898.7万元，其中净流入天数为9日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211162139a4972247&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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涨3.58%，蓝思科技涨2.77%，丘钛科技涨2.39%，瑞声科技涨2.24%，舜宇光学科技涨1.62%，比亚迪电子涨1.42%，高伟电子涨0.34%。科技知名爆料人 Smart Pikachu 2月7日在社交平台 X 发文透露，OpenAI 内部代号为“Sweetpea”的首款硬件，已命名为“Dime”，是一款类似苹果 AirPods 的耳机产品，并预计今年推出。贴文提到，OpenAI 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