丘钛科技今日盘中股价大跌6.75%，成为市场关注的焦点。
消息面上，大摩发布研究报告，将丘钛科技的投资评级从“与大市同步”下调至“减持”，同时将其目标价从17港元大幅下调至7.2港元，这对该股构成了直接的负面压力。
此外，行业层面也传来不利消息。大摩在另一份报告中预计，智能手机OEM厂商可能提高平均售价以转嫁元件成本，这极有可能导致Android智能手机出现实质性的需求短缺。基于此，大摩将2026年全球智能手机出货量预测下调了15%。花旗也下调了今明两年的全球智能手机出货量预测，理由包括内存短缺、价格上涨以及通胀导致的需求疲软。这些对行业前景的悲观预期，拖累了包括丘钛科技在内的整个手机产业链板块。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.