港股詳情

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高偉電子

25.100

+0.0600.24%

成交量：2.40萬

成交額：60.24萬

市值：218.12億

市盈率：14.49

高：25.100

開：25.100

低：25.100

收：25.040

52周最高：42.534

52周最低：22.541

股本：8.69億

香港流通股本：8.69億

量比：- -

換手率：0.00%

股息：0.35

股息率：1.39%

每股收益(LYR):1.732

淨資產收益率：31.07%

總資產收益率：9.91%

市淨率：3.83

市盈率(LYR):14.49

市銷率: 0.80

資料載入中...

總覽公司新聞資訊公告

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高偉電子(01415)擬不高於4000萬元向LITCL出售機器

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港股異動丨蘋果概念股走強，高偉電子升逾11%，鴻騰精密升逾8%

高偉電子(01415)股價顯著上升14.169%，現價港幣$33.68

阿斯达克财经

高偉電子(01415)授予股份購回授權，最高規模達已發行股本一成

高偉電子：2025年淨利潤按年增長61.9%

南方财经网

高偉電子(01415)2025年收入按年增40.4%至35億元淨利升62%着力光學升級與AI融合

高偉電子(01415)盤初漲逾7% 機構看好其在手機光學升級趨勢下持續成長性

港股異動 | 高偉電子(01415)早盤升逾6% 機構指存儲漲價背景下蘋果產業鏈將更具韌性

高偉電子(01415)股價上升5.058%，現價港幣$29.08

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16:51","pubTimestamp":1780476704,"startTime":"0","endTime":"0","summary":"高伟电子控股有限公司于2026年6月3日发布了2026年5月股份变动月报表，披露截至2026年5月31日止当月的股本变动情况。已发行普通股方面，5月期初为868,590,800股，本月增加33,000股，截至5月底达到868,623,800股，公司声明其已符合香港联交所的公众持股量要求。股本轻微增发主要来自一项行使价为每股4.144港元的认股权计划。公告信息显示，截至2026年5月底，公司的总股本以868,623,800股收官，较上月有小幅提升。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635755982","title":"蘋果概念股走高 瑞聲科技(02018)漲8.59% 花旗料蘋果備貨上調帶動產業鏈修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2635755982","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635755982?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 11:32","pubTimestamp":1778643156,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念股走高，瑞声科技(02018)涨8.59%，鸿腾精密(06088)涨8.47%，舜宇光学科技(02382)涨3.39%，丘钛科技(01478)涨2.40%，高伟电子(01415)涨1.11%，比亚迪电子(00285)涨0.56%。消息面上，花旗在最新发布的《中国硬件》行业研报中表示，受益于苹果最新一轮iPhone备货计划上调及中国市场需求改善，核心硬件供应链将迎来补库存与估值修复的双重驱动。花旗明确看好苹果核心供应链标的，认为相关企业将充分受益于苹果补货潮，在苹果供应链中的配置价值逐步凸显，在行业基本面边际改善的驱动下，股价有望迎来估值重估。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981239","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ1G4Q59.USD","LU0957791311.USD","LU0157215616.USD","LU2637965513.SGD","BK1521","LU2271345857.HKD","LU0326950275.SGD","LU2381873111.SGD","LU0354030438.USD","TSLA","LU0289739343.SGD","LU2756315664.SGD","BK1504","LU0267386448.USD","LU0795875086.SGD","LU2237438978.USD","LU0053666078.USD","LU2505996509.AUD","IE000ITXATA3.USD","LU0162691827.USD","LU0738911758.USD","LU1868837136.USD","IE000F7OJYX1.SGD","LU0210528500.USD","SGXZ31699556.SGD","LU2750360641.GBP","LU1718418525.SGD","LU0096364046.USD","LU2237443978.SGD","LU0149725797.USD","LU0069063385.USD","LU0476273544.USD","LU1989771016.USD","IE0003U64NQ7.SGD","LU0823434583.USD","LU1935042215.USD","AAPU","IE000MB6IJN5.SGD","LU0011850046.USD","IE000BZT7R73.USD","BK4588","LU1035775433.USD","LU0072461881.USD","LU0943347566.SGD","LU1548497426.USD","LU1551013425.SGD","LU2471134796.USD","IE000SO60NU8.SGD","BK4527","GB00BDT5M118.USD","SG9999001069.SGD","LU1119994496.HKD","LU1242518931.SGD","IE000WAW04H5.SGD","BK1607","LU0784383803.USD","LU0545039389.USD","LU0661504455.SGD","LU0640476718.USD","IE000YTNTUN2.SGD","LU2237443382.USD","AAPX","LU0203202063.USD","LU1935043023.USD","AAPY","LU0708994859.HKD","LU1815333072.USD","LU1162221912.USD","LU0198837287.USD","IE00B5949003.HKD","LU0106831901.USD","BK4576","IE00BJTD4N35.SGD","BK1508","LU2047632596.USD","IE00BN29S564.USD","BK4507","BK4573","LU0477156953.USD","IE00BSNM7G36.USD","LU0127658192.USD","LU0882574139.USD","LU2023250504.SGD","IE0005OL40V9.USD","LU0320765059.SGD","LU0689472784.USD","MSFT","BK1170","LU1720051108.HKD","IE00BJLML261.HKD","LU0096362180.USD","IE00BLSP4239.USD","LU0345769631.USD","LU0345770993.USD","BK4559","LU1582986433.USD","LU2487616109.SGD","BK4501","LU0130102774.USD","LU1935042488.USD","LU1211504680.USD","HK0000320223.HKD","HK0000532082.HKD","LU2250418816.HKD","LU0314106906.USD","LU2125154778.USD","LU0154236417.USD","LU1267930730.SGD","LU2083900584.USD","01415","BK1589","LU0784384876.USD","LU0081259029.USD","LU1232071149.USD","HK0000306701.USD","LU2023250843.SGD","LU2242649171.HKD","LU0528227936.USD","LU2054465674.USD","LU1814569148.SGD","LU1244550577.SGD","LU1066051225.USD","SG9999015945.SGD","BK4534","LU1244550494.USD","LU1037948897.HKD","HK0000914660.USD","IE0004445015.USD","LU1934455277.USD","LU2168564149.EUR","SG9999014898.SGD","LU0203201768.USD","LU0965509010.AUD","LU1778281490.HKD","LU1831875114.USD","BK4515","AACAY","LU2100268510.USD","LU1366333091.USD","BK1149","LU1261432733.SGD","01478","LU1003077747.HKD","LU1868836591.USD","LU2458330169.SGD","SG9999014559.SGD","IE00BK4W5L77.USD","LU0274383008.USD","MACW.SI","SG9999000418.SGD","LU2360032135.SGD","LU1066053197.SGD","LU2420271590.USD","LU0256863902.USD","SG9999015978.USD","IE00B1BXHZ80.USD","LU2089283258.USD","LU2592432038.USD","LU1571399168.USD","BK4566","IE000KEQY171.SGD","LU1868836914.USD","LU0203347892.USD","SG9999014674.SGD","LU2097344357.USD","IE00BDCRKT87.USD","LU0097036916.USD","IE00BYXW3230.USD","LU2237443465.HKD","LU1316542783.SGD","LU1235294995.USD","LU0265550359.USD","LU2111349929.HKD","LU2087625088.SGD","LU0965509101.SGD","LU0234572021.USD","LU2065170008.USD","LU2077746001.SGD","LU2552382215.SGD","BK4532","LU0128525689.USD","LU0868494617.USD","LU1642822529.SGD","00285","LU1069344957.HKD","LU1974910355.USD","IE0009G5SDU7.USD","LU2347655073.USD","LU1496350502.SGD","LU0174119429.USD","LU0314104364.USD","LU1116320901.HKD","LU2471134523.USD","BK1540","LU0048584097.USD","LU0345768740.USD","LU0080751232.USD","LU2552382058.USD","LU0133085943.USD","LU0056508442.USD","LU1496350171.SGD","LU2065171402.SGD","SG9999018857.SGD","LU1206713676.USD","IE00B775H168.HKD","LU0323591593.USD","LU2746668461.USD","LU0061474960.USD","LU2417539215.USD","LU2471134879.HKD","LU1267930227.SGD","LU2452424414.USD","LU1791710400.SGD","LU1506573853.SGD","IE00B4YYXB79.USD","LU2602419157.SGD","LU2896262040.SGD","BK4533","AAPB","LU2543165471.USD","LU2860962120.EUR","LU0348767384.USD","LU1066051811.HKD","LU2191332357.HKD","LU1037948541.HKD","LU2458330243.SGD","LU0672654240.SGD","SG9999014880.SGD","LU0210533765.USD","LU2403377893.USD","LU2286300806.USD","LU1242518857.USD","LU2089284900.SGD","IE00B19Z9505.USD","LU1914381329.SGD","LU2168563687.JPY","HK0000914686.HKD","BK45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中信证券表示，复盘26Q1，需求角度，AI数据中心相关需求保持高速增长，汽车存在补库需求，消费电子需求受到一定影响，其他工业等toB下游持续复苏。展望未来，行业景气有望延续，其中AI仍是最大驱动力，海外算力与国产算力共振成长，此外先进逻辑/存储扩产有望提速。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980870","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":["BK1607","LU0274383008.USD","SG9999014674.SGD","01478","01415","00698","AGIX","LU1997245177.USD","ARTY","BK1096","BK1516","LU0326950275.SGD","BK1582","BK1521","HK0000306701.USD","LU1794554557.SGD","BK1580","LU1211504680.USD","02018","BK1589","HK0000320264.USD","LU1328615791.USD","LU1064131003.USD","06030","LU1064130708.USD","02038","SG9999006597.SGD","BK1564","BK1170","BK0028","BK0196","BK1149","BK0183","CHAT","00285","LU1997245094.SGD","HK0000320223.HKD","LU1997244956.HKD","LU2148510915.USD","02382","600030","BK1179","LU1831875114.USD","BK1515","LU0348767384.USD","AIPO","BK0188","LU0348766576.USD","BK0012","HK0000306685.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633214338","title":"高偉電子(01415)擬不高於4000萬元向LITCL出售機器","url":"https://stock-news.laohu8.com/highlight/detail?id=2633214338","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633214338?lang=zh_tw&edition=fundamental","pubTime":"2026-05-07 18:51","pubTimestamp":1778151093,"startTime":"0","endTime":"0","summary":"智通财经APP讯，高伟电子 发布公告，于2026年5月7日，本公司与LITCL订立机器销售协议，据此，本公司将出售而LITCL集团将购买机器，代价为不高于人民币4000万元。根据LITCL集团要求的规格的机器、设备及╱或辅助组件包括但不限于不同(高)真空镀膜机及设备、激光切割机、高精度芯片键合机以及各种等离子、超音波及离心清洗机器。出售事项亦确保宝贵及功能性生产资源可被继续高效使用，对本集团及LITCL集团而言属于互惠互利的安排。","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/1439163.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HK0000306701.USD","HK0000320223.HKD","BK1170","BK1504","HK0000306685.HKD","01415","HK0000320264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633198613","title":"港股異動 | 手機產業鏈集體走高 OpenAI被曝加速推進AI手機項目 預計2027年上半年量產","url":"https://stock-news.laohu8.com/highlight/detail?id=2633198613","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633198613?lang=zh_tw&edition=fundamental","pubTime":"2026-05-07 11:06","pubTimestamp":1778123196,"startTime":"0","endTime":"0","summary":"消息面上，天风国际证券分析师郭明日前发布最新供应链报告，OpenAI正在加速推进首款AI智能体手机项目，量产时间可能从原定的2028年提前至2027年上半年。郭明表示，提速的潜在原因之一，是配合OpenAI年底的IPO计划。如果进展顺利，这款手机在2027年至2028年的合计出货量将达到约3000万部。值得注意的是，早在2025年9月份，OpenAI被曝已与立讯精密签署协议，共同打造一款消费级设备，该设备预计能与OpenAI的人工智能模型深度协作。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fbe774582fff1943fbc8392a6b2fba8b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438903.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01415","AGIX","VXUS","ARTY","HK0000306701.USD","06088","SG9999001069.SGD","BK1167","HK0000320264.USD","02038","BK1170","BK1508","BK1504","06613","CHAT","HK0000320223.HKD","BK4585","LU0348767384.USD","AIPO","LU0348766576.USD","HK0000306685.HKD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159860321","title":"高偉電子發布4月股份變動月報，股本增至868,590,800股","url":"https://stock-news.laohu8.com/highlight/detail?id=1159860321","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159860321?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 16:46","pubTimestamp":1778057187,"startTime":"0","endTime":"0","summary":"高伟电子控股有限公司于2026年5月6日发布2026年4月股份变动月报，报告期为截至2026年4月30日。根据公告，公司的法定股本数量为10,000,000,000股普通股，每股面值0.004美元，合计注册股本为4,000万美元，报告期内未发生变化。此次347,000股的增加主要来自于公司认股权计划的行使。行使价为每股港币4.84的另一认股权计划在本月内行使292,000股，期末剩余6,146,000股未行使。公司确认，截至本月末已符合香港联交所要求的最低公众持股量条件。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632933274","title":"港股異動 | 手機產業鏈集體回暖 蘋果實現史上最好季度業績 iPhone業務創下季度營收紀錄","url":"https://stock-news.laohu8.com/highlight/detail?id=2632933274","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632933274?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 14:38","pubTimestamp":1777876723,"startTime":"0","endTime":"0","summary":"消息面上，苹果公布截至3月28日的第二季度财报。期内苹果营收1112亿美元，同比增长17%，净利润296亿美元，同比增长19%。苹果CEO库克表示，该季度苹果实现了有史以来最好的季度业绩，各地区收入均实现百分比两位数增长。得益于iPhone17系列产品市场需求旺盛，iPhone业务创下季度营收纪录，服务业务收入也再创新高。招商证券指出，期待硬件工程出身的新任CEO能引领新一轮苹果AI软硬件创新。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"fd010e1bdbd654567f6a724c228d48bc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1437802.html","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":"stock_zhitongcaijing","symbols":["SG9999000418.SGD","LU0080751232.USD","LU2487616109.SGD","LU1582987597.SGD","LU2237443978.SGD","LU2054465674.USD","LU0149725797.USD","IE00B1BXHZ80.USD","LU1496350171.SGD","SG9999017495.SGD","LU0949170772.SGD","LU0985320562.USD","LU2063271972.USD","LU2750360641.GBP","LU2403377893.USD","LU2286300806.USD","LU2471134879.HKD","LU1280957306.USD","IE00BN29S564.USD","SG9999014567.USD","LU0957791311.USD","HK0000320223.HKD","LU0109391861.USD","LU2023250330.USD","LU0081259029.USD","LU2092937148.SGD","LU0965509010.AUD","LU2552382215.SGD","LU2592432038.USD","LU2417539215.USD","BK4533","LU0198837287.USD","BK1179","LU1642822529.SGD","LU0795875169.SGD","LU1868837136.USD","LU1917777945.USD","LU2213496289.HKD","LU0345768153.USD","LU1989764748.USD","LU0553294199.USD","IE0004086264.USD","LU2133065610.SGD","LU0345769128.USD","LU2242649171.HKD","LU2637965513.SGD","LU0234570918.USD","LU0786609619.USD","BK1504","LU0965509101.SGD","IE00BK4W5M84.HKD","SG9999014880.SGD","LU0354030438.USD","LU1046421795.USD","BK4598","BK4581","LU0820562030.AUD","BK4574","LU2023250843.SGD","LU0289739343.SGD","LU0738911758.USD","LU0889565833.HKD","LU2168564495.EUR","IE00BZ1G4Q59.USD","IE00B775SV38.USD","LU0308772762.SGD","HK0000914660.USD","LU1206713676.USD","LU1301847155.USD","LU0082616367.USD","BK4534","SG9999001424.SGD","IE000BZT7R73.USD","LU1778281490.HKD","LU3102509885.SGD","LU2756315664.SGD","LU0823434740.USD","LU1815333072.USD","LU0868494708.USD","LU1551013342.USD","01478","LU1974910355.USD","BK1521","LU2357305700.SGD","LU1244550577.SGD","SG9999014914.USD","LU1037948541.HKD","BK4592","LU2999663052.SGD","NVDA","LU2505996681.GBP","LU1732799900.SGD","LU2430703251.USD","BK4579","LU2237443622.USD","LU2125154778.USD","LU0689626769.HKD","LU1506573853.SGD","IE00B7KXQ091.USD","LU0689472784.USD","LU0476273544.USD","IE0034235295.USD","IE00BSNM7G36.USD","LU2100268510.USD","BK4553","IE0003U64NQ7.SGD","LU0053666078.USD","LU2250418816.HKD","LU2360032135.SGD","BK4554","LU0210533765.USD","LU0256863902.USD","LU1699723380.USD","LU1791710582.SGD","LU1989772840.SGD","LU1267930730.SGD","LU0109392836.USD","LU2602419157.SGD","LU0345768740.USD","LU1037948897.HKD","LU0861579265.USD","BK1167","BK4515","LU0314104364.USD","LU0672654240.SGD","LU2347655073.USD","LU0965509283.SGD","LU1066051498.USD","BK4588","LU2111349929.HKD","LU1718418525.SGD","IE000WAW04H5.SGD","IE00B19Z9505.USD","SG9999015341.SGD","IE00B3SWFQ91.USD","SG9999018857.SGD","LU2047632596.USD","LU1934455194.USD","BK4585","LU1571399168.USD","LU2237443382.USD","LU0724617625.USD","LU1629891620.HKD","AAPL","BK1607","LU0158827948.USD","AACAY","SG9999014542.SGD","LU1551013425.SGD","LU0353189763.USD","LU0203202063.USD","LU2237443895.HKD","LU0708995401.HKD","LU2065169927.USD","LU2028103732.USD","LU0096364046.USD","IE0004445015.USD","LU2168564065.EUR","IE0034235303.USD","LU2462591277.SGD","LU2089283258.USD","LU0210536198.USD","AAPW","LU0353189680.USD","LU0158827781.USD","LU2361044865.SGD","LU0056508442.USD","IE00B19Z8W00.USD","LU1803068979.SGD","LU1291159041.SGD","LU1720051017.SGD","AMZN","LU1823568750.SGD","LU0345769631.USD","LU0070217475.USD","LU0256863811.USD","SG9999014559.SGD","LU2360106780.USD","LU0174119429.USD","BK1500","IE00B29SXG58.USD","SG9999014906.USD","LU2265009873.SGD","IE000F7OJYX1.SGD","LU1084165304.USD","BK4507","LU0912757837.SGD","IE00B775H168.HKD","LU2954938101.SGD","LU0077335932.USD","LU0823421416.USD","LU2237443549.SGD","LU1934455277.USD","LU0683600562.USD","LU2756315318.SGD","LU1548497426.USD","LU2458330169.SGD","LU2552382132.HKD","IE00B4JS1V06.HKD","LU1244550221.USD","LU0072462426.USD","LU2092627202.USD","HK0000914686.HKD","LU2750360997.AUD","LU0788109477.HKD","LU0949170426.SGD","LU0048584097.USD","LU0784383803.USD","LU1935043536.SGD","LU2896262040.SGD","IE000ITXATA3.USD","LU1935042215.USD","IE00BJLML261.HKD","IE00BLSP4239.USD","LU1582986359.USD","LU2125154935.USD","LU2242650005.HKD","IE00BDCRKT87.USD","LU2746668974.SGD","IE0009G5SDU7.USD","IE00BJJMRX11.SGD","LU0348723411.USD","LU1127390331.HKD","LU0316494557.USD","LU1035775433.USD","SG9999015986.USD","LU0472753341.HKD","LU1868836914.USD","BK4576","IE0000B7K699.USD","IE00BYXW3230.USD","TSLA","LU1720051108.HKD","LU2237443465.HKD","LU1066051225.USD","IE0004091025.USD","IE00BWXC8680.SG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丘鈦科技(01478)跌4.75% 首季內地手機出貨量按年降12.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630474783","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630474783?lang=zh_tw&edition=fundamental","pubTime":"2026-04-28 09:57","pubTimestamp":1777341454,"startTime":"0","endTime":"0","summary":"金吾财讯 | 手机产业链板块集体走低，丘钛科技 跌4.75%，舜宇光学科技跌3.98%，瑞声科技跌3.79%，比亚迪电子跌3.61%，富智康集团跌2.22%，高伟电子跌2.10%。中国信通院发布数据显示，3月内地市场手机出货量2,115万部，按年下降7.1%，其中，5G手机1,966.7万部，按年增长1.3%，占同期手机出货量93%。2026年首季，内地市场手机出货量6,080.5万部，按年下降12.7%，其中，5G手机5,546.8万部，按年下降9.1%，占同期手机出货量的91.2%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980091","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":["BK1582","BK1170","01478","BK1515","HK0000306685.HKD","BK1589","BK1580","BK1179","02382","LU0326950275.SGD","02018","BK1167","BK1500","00285","LU0348766576.USD","LU1831875114.USD","BK1508","SG9999014674.SGD","HK0000320264.USD","BK1096","SG9999006597.SGD","BK1149","BK1608","HK0000306701.USD","BK1540","HK0000320223.HKD","LU1211504680.USD","LU0274383008.USD","BK1521","IE00B29SXG58.USD","02038","01415","BK1607","BK1504","LU0348767384.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630352721","title":"港股異動丨蘋果概念股走強，高偉電子升逾11%，鴻騰精密升逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630352721","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630352721?lang=zh_tw&edition=fundamental","pubTime":"2026-04-27 14:17","pubTimestamp":1777270622,"startTime":"0","endTime":"0","summary":"港股市场苹果概念股集体上涨，其中，高伟电子涨超11%，鸿腾精密涨超8%，丘钛科技涨5%，荣阳实业涨超4%，蓝思科技、舜宇光学涨超3%，比亚迪电子涨超2%，富智康、瑞声科技涨超1%。\r\n\r\n　　消息面上，苹果将于美东时间4月30日盘后公布财报，值得重点关注。另外，苹果折叠屏iPhone引爆创新预期：多方消息称，苹果首款折叠屏手机计划于2026年9月正式发布。这被视为苹果近十年来最重大的设计革新，有望重塑高端手机市场格局。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/27/20260427155210.jpg","type":0,"news_type":0,"thumbnails":[" 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11:57","pubTimestamp":1777262220,"startTime":"0","endTime":"0","summary":"[上升股]高伟电子(01415) 股价在上午11:57比前收市价显著上升14.169%，现股价为港币$33.68。至目前为止，今日最高价为$33.68，而最低价为$29.5。总成交量为703.155万股，总成交金额为港币$2.232亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2604272156/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2604272156/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["HK0000306701.USD","HK0000320223.HKD","BK1170","BK1504","HK0000306685.HKD","01415","HK0000320264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1112370082","title":"高偉電子(01415)授予股份購回授權，最高規模達已發行股本一成","url":"https://stock-news.laohu8.com/highlight/detail?id=1112370082","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112370082?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 18:28","pubTimestamp":1777026508,"startTime":"0","endTime":"0","summary":"高伟电子于公告中披露，将在即将举行的股东大会上审议授予董事一般授权，允许公司于授权期间内按不超过现有已发行股本10%的上限购回股份。该授权如获批准，公司可购回最多约86,830,080股股份，总已发行股份数为868,300,800股。根据披露，董事会认为此举有助于提升股东回报，并符合公司及股东整体利益。董事会表示，此次回购安排一旦通过，操作将严格遵守香港上市规则及相关法律。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"高伟电子(01415)授予股份购回授权，最高规模达已发行股本一成","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629848898","title":"高偉電子：2025年淨利潤按年增長61.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629848898","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629848898?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 18:17","pubTimestamp":1777025820,"startTime":"0","endTime":"0","summary":"南财智讯4月24日电，高伟电子（01415.HK）公告，截至2025年12月31日止年度，公司总收益为35.00亿美元，同比增长40.3%；年内溢利为1.95亿美元，同比增长61.9%；每股基本盈利为0.23美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604243718188440.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179437184","title":"高偉電子(01415)2025年收入按年增40.4%至35億元 淨利升62%着力光學升級與AI融合","url":"https://stock-news.laohu8.com/highlight/detail?id=1179437184","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179437184?lang=zh_tw&edition=fundamental","pubTime":"2026-04-24 18:14","pubTimestamp":1777025643,"startTime":"0","endTime":"0","summary":"2025年度，高伟电子实现收入35.00亿元，较2024年增长40.4%，主要得益于新型终端相机模组订单增长及原有光学业务规模扩大。公司毛利为3.59亿元，同比提升23.3%，但毛利率由11.7%降至10.2%，主要因销售成本增幅较快。年内溢利达1.95亿元，较上一年度增长62.0%，净利率由4.8%提升至5.6%，每股盈利由0.139元增至0.229元。展望后续发展，公司强调继续聚焦光学技术升级与AI场景融合，深耕智能制造体系建设，以满足不断涌现的行业需求及终端应用。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"高伟电子(01415)2025年收入同比增40.4%至35亿元 净利升62%着力光学升级与AI融合","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629703098","title":"高偉電子(01415)盤初漲逾7% 機構看好其在手機光學升級趨勢下持續成長性","url":"https://stock-news.laohu8.com/highlight/detail?id=2629703098","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629703098?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 10:39","pubTimestamp":1776825597,"startTime":"0","endTime":"0","summary":"金吾财讯 | 高伟电子(01415)盘初走强，截至发稿，报29.62港元，上涨7.01%，成交额9921.06万港元。消息面上，光大证券研究称，看好公司在手机光学升级趋势下持续的成长性，以及向AI眼镜、机器人等新蓝海市场拓展的巨大空间。该机构维持对高伟电子2026年2.3亿美元归母净利润预测，但考虑到大客户后置主摄进展或循序渐进、以及公司将加大研发投入以支撑27-28年业务的长期增长，机构下调27年归母净利润预测至2.9亿美元(此前预测3.4亿美元)，新增2028年归母净利润预测3.6亿美元，维持公司“买入”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241105/OGZjY2Y5NjEzNTIxNjU5NDU5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241105/OGZjY2Y5NjEzNTIxNjU5NDU5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979633","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":["BK1504","HK0000306685.HKD","HK0000320223.HKD","HK0000320264.USD","01415","HK0000306701.USD","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629098357","title":"港股異動 | 高偉電子(01415)早盤升逾6% 機構指存儲漲價背景下蘋果產業鏈將更具韌性","url":"https://stock-news.laohu8.com/highlight/detail?id=2629098357","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629098357?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 10:15","pubTimestamp":1776824101,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高伟电子早盘涨超6%，截至发稿，涨5.92%，报29.32港元，成交额7486.27万港元。报告指出，苹果已将今年iPhone出货目标上调至2.4亿台，并通过激进采购策略锁定内存产能。分析人士指出，苹果不计成本地收购市面上的内存，以进一步加剧其竞争对手的内存短缺问题，从而抢占更大的市场份额。招商证券认为，在本轮存储成本上涨背景下，凭借苹果优异的供应链管控及更具弹性的定价策略，其相关环节将更具韧性。","market":"hk","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/1431715.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2089283258.USD","BK4505","IE0003U64NQ7.SGD","IE0034235295.USD","LU1496350502.SGD","TSLA","LU2237443622.USD","LU2381873111.SGD","SG9999015341.SGD","BK4575","LU0476273544.USD","LU0640476718.USD","LU1366333091.USD","SG9999015978.USD","LU2420271590.USD","LU2592432038.USD","LU2092627202.USD","IE0009G5SDU7.USD","LU0154236417.USD","LU0784385170.HKD","LU2168564149.EUR","LU0823434740.USD","LU1291159041.SGD","SG9999015945.SGD","LU1261432733.SGD","LU0079474960.USD","LU1571399168.USD","LU2236285917.USD","LU1206713676.USD","LU0314104364.USD","SG9999015358.SGD","SGXZ31699556.SGD","LU1242518857.USD","LU1732800096.USD","LU2417539215.USD","IE00B1XK9C88.USD","IE0004086264.USD","LU0979878070.USD","LU2065171402.SGD","LU2028103732.USD","LU0210536198.USD","BK4571","LU0127658192.USD","LU2168564065.EUR","GOOG","IE00BN8TJ469.HKD","LU0784385840.USD","LU0070217475.USD","LU2471134952.CNY","LU2456880835.USD","IE0034235303.USD","LU0417517546.SGD","LU0234570918.USD","BK1504","IE00BDCRKT87.USD","LU0011850046.USD","LU0724617625.USD","LU2237443978.SGD","LU2023251221.USD","LU1116320737.USD","LU2746668974.SGD","LU0082616367.USD","LU0820561818.USD","LU0348723411.USD","LU1116320901.HKD","IE000WAW04H5.SGD","LU1035775433.USD","LU2543165471.USD","BK4527","IE00BYXW3230.USD","LU2430703095.HKD","LU1674673428.USD","AAPB","LU0345770993.USD","LU0823434583.USD","LU1791710582.SGD","BK4581","IE00BZ1G4Q59.USD","LU1232071149.USD","LU0868494617.USD","LU1989771016.USD","IE00B1BXHZ80.USD","LU2237443465.HKD","LU0157215616.USD","LU0072462426.USD","MSFT","LU2023250330.USD","LU2097344357.USD","LU2860962120.EUR","IE00BK4W5M84.HKD","LU2168563687.JPY","LU0557290698.USD","LU0868494708.USD","LU0795875086.SGD","AAPY","LU0942090050.USD","IE00B7KXQ091.USD","LU2125154935.USD","BK4507","HK0000306701.USD","LU1582987597.SGD","LU2750360997.AUD","LU0234572021.USD","LU0444973449.USD","LU0964807845.USD","IE0000B7K699.USD","IE000SO60NU8.SGD","IE00BLSP4452.SGD","LU2750360641.GBP","IE00BJTD4V19.USD","LU0823421416.USD","LU0203202063.USD","LU1084165304.USD","LU2237443549.SGD","LU1280957306.USD","LU0642271901.SGD","LU1127390331.HKD","AMZN","IE00B19Z9505.USD","LU1066053197.SGD","LU2756315318.SGD","LU0210528500.USD","SG9999014906.USD","LU1551013342.USD","SG9999014567.USD","LU2083900584.USD","LU1548497426.USD","IE000W1ABFV2.USD","LU0949170426.SGD","LU1935042991.SGD","LU1551013425.SGD","BK4512","IE000ITXATA3.USD","LU1119994496.HKD","LU1242518931.SGD","BK4532","IE0004445239.USD","LU0823421333.USD","IE00B3S45H60.SGD","LU1934455277.USD","IE00B4YYXB79.USD","SG9999001424.SGD","LU0965509010.AUD","LU2242650005.HKD","LU0949170772.SGD","LU2247934214.USD","LU2111349929.HKD","LU0957791311.USD","IE0004091025.USD","SG9999018857.SGD","IE00BKDWB100.SGD","LU2087621335.USD","LU0256863902.USD","LU0689626769.HKD","SG9999014914.USD","LU0965509101.SGD","LU0198837287.USD","LU0912757837.SGD","LU2954938101.SGD","HK0000306685.HKD","IE000KEQY171.SGD","LU1235294995.USD","LU2357305700.SGD","LU0345768740.USD","LU2213496289.HKD","LU2347655073.USD","HK0000320264.USD","IE00B4JS1V06.HKD","LU0080751232.USD","LU0256863811.USD","LU1815333072.USD","BK4592","LU0965508806.USD","LU1244550577.SGD","LU1868837136.USD","LU1037948541.HKD","LU1145028129.USD","LU1582987324.SGD","LU1804176565.USD","LU2063271972.USD","LU0081259029.USD","IE000F7OJYX1.SGD","LU2552382058.USD","LU2077746001.SGD","LU1935043536.SGD","NVDA","LU1316542783.SGD","LU2462591277.SGD","SG9999002232.USD","LU2125154778.USD","IE00B19Z8W00.USD","LU1066051498.USD","LU1267930730.SGD","SG9999017495.SGD","LU1066051225.USD","META","LU2237443895.HKD","LU2106854487.HKD","SG9999002224.SGD","BK4573","LU1914381329.SGD","LU2458330169.SGD","IE00BKVL7J92.USD","LU0784384876.USD","HK0000320223.HKD","LU2023250843.SGD","SG9999014542.SGD","LU0683600562.USD","BK4576","BK4515","LU2360032135.SGD","BK4588","LU2452424414.USD","LU1496350171.SGD","LU0786609619.USD","LU0726765562.USD","LU0957808578.USD","LU1974910355.USD","LU0985320562.USD","BK4170","LU2023250504.SGD","LU2087625088.SGD","LU0553294199.USD","BK4598","LU2896262040.SGD","IE0005OL40V9.USD","LU1989772923.USD","BK4501","LU2065169927.USD","LU2065170008.USD","LU0466842654.USD","LU1934455863.HKD","LU0494093205.USD","IE0004445015.USD","LU1069344957.HKD","LU1852331112.SGD","SG9999014559.SGD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09:45","pubTimestamp":1776822300,"startTime":"0","endTime":"0","summary":"[上升股]高伟电子(01415) 股价在上午09:45比前收市价上升5.058%，现股价为港币$29.08。至目前为止，今日最高价为$29.08，而最低价为$27.5。总成交量为116.4万股，总成交金额为港币$3.329千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141040914_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141040914_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2604221154/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2604221154/aamm-all-category","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":"aastocks_highlight","symbols":["HK0000306701.USD","HK0000320264.USD","01415","BK1170","HK0000306685.HKD","HK0000320223.HKD","BK1504"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628781682","title":"蘋果概念股逆市有支撐 機構：中國一季度iPhone出貨量增長20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628781682","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628781682?lang=zh_tw&edition=fundamental","pubTime":"2026-04-17 14:37","pubTimestamp":1776407826,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念股逆市有支撑，伟仕佳杰(00856)涨1.98%，蓝思科技(06613)涨1.69%，瑞声科技(02018)涨1.67%，通达集团(00698)涨1.49%，富智康集团(02038)涨0.73%，高伟电子(01415)涨0.71%，鸿腾精密(06088)涨0.64%，东江集团控股(02283)涨0.43%。Counterpoint Research数据显示，苹果公司的iPhone在中国的第一季度出货量增长了20%。","market":"sh","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":"23da0aff3a2d7023ae41e5f285701bb4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979249","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0553294199.USD","SG9999018857.SGD","BK4527","BK4579","LU2065169927.USD","LU2087621335.USD","BK1608","LU2361044865.SGD","LU2108987350.USD","LU1242518931.SGD","HK0000914686.HKD","HK0000532082.HKD","LU0444973449.USD","GOOG","SG9999014567.USD","SG9999002224.SGD","LU1242518857.USD","HK0000914660.USD","LU1823568750.SGD","BK4574","LU0354030511.USD","LU0314106906.USD","LU2237443549.SGD","AAPD","LU0708995401.HKD","LU0323591593.USD","LU1506573853.SGD","IE0034235303.USD","BK1167","BK4505","LU0079474960.USD","BK4566","LU1316542783.SGD","LU0345768153.USD","LU0210528500.USD","LU1206713676.USD","LU2092937148.SGD","LU0289961442.SGD","LU0256863811.USD","LU1804176565.USD","LU0456855351.SGD","LU1778281490.HKD","MSFT","SG9999014575.USD","LU0788109477.HKD","IE00BWXC8680.SGD","LU0823421333.USD","LU2077746001.SGD","LU1084165304.USD","LU1868837300.USD","LU1116320901.HKD","LU0979878070.USD","LU1934455194.USD","IE000WAW04H5.SGD","LU1366333091.USD","LU2237443382.USD","META","LU1301847155.USD","LU2023250504.SGD","LU2487616109.SGD","LU0077335932.USD","LU0444971666.USD","LU0069063385.USD","LU2168563687.JPY","LU2047632596.USD","LU1037948541.HKD","IE00BJTD4N35.SGD","LU1868836757.USD","LU2097344357.USD","LU2746668461.USD","LU2543165471.USD","LU2860962120.EUR","LU0354030438.USD","LU0234570918.USD","LU2360106780.USD","IE00B19Z9505.USD","LU0080751232.USD","HK0000819398.USD","LU0912757837.SGD","LU1069344957.HKD","LU2237443895.HKD","LU2087625088.SGD","LU0466842654.USD","LU1206712785.SGD","LU2602419157.SGD","LU2083900584.USD","IE00B1BXHZ80.USD","LU1934455277.USD","LU2168564222.USD","LU0943347566.SGD","LU0320765059.SGD","LU1267930730.SGD","IE00BKVL7J92.USD","IE00BKDWB100.SGD","MACW.SI","LU1732799900.SGD","LU1718418525.SGD","LU2462591277.SGD","SG9999014542.SGD","HK0000500386.USD","LU0238689110.USD","LU0267386448.USD","HK0000320264.USD","IE0004445015.USD","IE00B19Z8W00.USD","LU2271345857.HKD","LU0234572021.USD","LU0640476718.USD","IE00BK4W5L77.USD","IE00B5949003.HKD","LU1674673428.USD","LU0823434740.USD","LU2023250330.USD","IE000ITXATA3.USD","00698","AAPX","SG9999015945.SGD","LU2191332357.HKD","LU2357305700.SGD","IE00BJJMRX11.SGD","LU2462591350.SGD","LU2592432038.USD","LU0786609619.USD","IE00B3S45H60.SGD","IE00B775H168.HKD","LU2089284900.SGD","LU0174119429.USD","LU2125154935.USD","BK1183","LU2430703095.HKD","LU0096362180.USD","LU1046421795.USD","LU2361045086.USD","LU0784383803.USD","LU1935043536.SGD","IE0003U64NQ7.SGD","IE000W1ABFV2.USD","AAPY","LU1582986433.USD","LU1496350171.SGD","LU1935043023.USD","LU0476273544.USD","LU2458330169.SGD","LU0345769128.USD","LU2456880835.USD","LU0348723411.USD","LU1989764748.USD","LU1261432733.SGD","LU2133065610.SGD","LU3102509885.SGD","LU2237443978.SGD","IE0001KFT4U8.USD","LU0965509101.SGD","LU1582987597.SGD","SG9999002232.USD","BK4532","LU2242649171.HKD","LU0472753341.HKD","LU2023251221.USD","LU0949170426.SGD","LU2360032135.SGD","LU0210536198.USD","BK4515","LU0964807845.USD","LU1917777945.USD","LU2430703178.SGD","LU0149725797.USD","LU2361044949.HKD","LU0642271901.SGD","LU2111349929.HKD","LU0672654240.SGD","01415","APLY","BK4581","BK4585","LU0289739343.SGD","SG9999015986.USD","BK1162","IE0034235295.USD","SG9999014880.SGD","LU1989764664.SGD","IE00BDRTCR15.USD","LU2896262040.SGD","IE000SO60NU8.SGD","LU0154236417.USD","BK4553","IE00BN29S564.USD","SG9999006597.SGD","SG9999014906.USD","LU2403377893.USD","LU2746668974.SGD","LU1582986359.USD","LU1989772840.SGD","LU2430703251.USD","LU1674673691.USD","LU1496350502.SGD","LU0738911758.USD","LU2750360641.GBP","LU0345770993.USD","LU1066051498.USD","LU0081259029.USD","LU2237438978.USD","LU0661504455.SGD","LU1642822529.SGD","IE00BDCRKT87.USD","LU2237443465.HKD","AAPB","LU1934455863.HKD","LU0109392836.USD","06613","BK4170","IE00B1XK9C88.USD","LU2023250843.SGD","LU0158827948.USD","LU0724617625.USD","IE0009356076.USD","LU2420271590.USD","LU1127390331.HKD","IE00BJLML261.HKD","LU1935042488.USD","00856","LU0689626769.HKD","LU2461242641.AUD","LU1244550577.SGD","IE00BJTD4V19.USD","BK4575","LU2265009873.SGD","LU2471134523.USD","IE000BZT7R73.USD","BK1504","LU0133085943.USD","LU0061474960.USD","LU0096364046.USD","BK4592","IE00BN8TJ469.HKD","LU0011850046.USD","BK4550","LU0889565833.HKD","AACAY","BK1500","SG9999001069.SGD","LU0957791311.USD","BK4588","LU0056508442.USD","LU2100268510.USD","LU0726765562.USD","AMZN","IE00B775SV38.USD","LU1989772923.USD","BK4501","LU15829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09:02","pubTimestamp":1776214945,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券认为，AI眼镜正在成为智能体（Agent）时代重要的硬件入口之一。随着大语言模型从“被动响应”向“主动执行”演进，AI眼镜有望从当前的信息提示工具升级为智能体感知世界的信息入口（类比小龙虾的双眼）。当前全球AI眼镜市场正处于“无显示”向“带显示”过渡的关键节点。该机构看好Meta/Google在2026/2027推出搭载更强AI功能的下一代产品，推动行业规模进一步扩大。中国产业链在硅基OLED、光波导、精密光学、ODM、镜片、CIS/LCOS、Micro LED等关键环节均已有所布局，相关龙头企业在AI眼镜多个核心环节已形成较强的系统性竞争力。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978978","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":null,"symbols":["LU0871576103.HKD","BK1580","02382","BK0276","BK0188","00698","LU0348767384.USD","AGIX","LU0326950275.SGD","LU1064131003.USD","SG9999014674.SGD","00285","IE00B29SXG58.USD","LU1328615791.USD","601688","02018","LU1808992512.USD","LU1979443071.USD","BK1521","HK0000320264.USD","BK1500","LU2148510915.USD","BK1589","01415","HK0000306685.HKD","BK1179","LU0164865239.USD","LU0348766576.USD","LU1831875114.USD","01478","BK1096","AIPO","BK1508","LU1580142542.USD","BK1607","BK1504","LU0039217434.USD","HK0000306701.USD","BK0012","CHAT","BK1167","LU1934453819.USD","LU0274383008.USD","BK1170","BK0028","BK1515","02038","HK0000320223.HKD","LU1064130708.USD","ARTY"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":6,"pageCount":1,"totalSize":120,"code":"91000000","status":"200"}]}}