智通财经APP获悉，手机产业链早盘普涨，截至发稿，丘钛科技(01478)涨7.9%，报5.6港元；富智康集团(02038)涨5.43%，报0.97港元；比亚迪电子(00285)涨4.19%，报33.55港元；舜宇光学(02382)涨3.92%，报59.7港元；瑞声科技(02018)涨3.97%，报32.75港元。
消息面上，据财联社报道，知情人士透露，苹果即将投产一款内部代号为“V59”的iPhone SE，这款手机将成为其最新的入门级机型。苹果还计划生产新的iPad Air和键盘，大约会在同一时间发布。华泰证券指出，消费电子基本面企稳向好。安卓手机销量筑底企稳，继续看好果链受益于苹果AI交互升级。
此外，Meta在今年的Meta Connect大会上发布包括Quest 3S MR头显在内的一系列新产品。招银国际指出，Quest 3S的发布和较为低廉的定价将有助于促进MR市场的复苏，而Meta大模型更新及更多智能眼镜在生活中的使用场景，将持续促进Ray-Ban合作款智能眼镜的热销，并推动行业硬件升级和生态搭建。
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