金吾财讯 | 手机产业链全线走高，丘钛科技(01478)涨8.86%，通达集团(00698)涨7.34%，富智康集团(02038)涨6.52%，比亚迪电子(00285)涨4.66%，舜宇光学科技(02382)涨4.44%，瑞声科技(02018)、高伟电子(01415)跟涨。消息面上，华泰证券发研报指，看到消费电子基本面企稳向好。安卓产业链方面，根据IDC，全球2Q24智能手机出货量2.85亿台，同比增长6.49%，该行预期2024年全球安卓手机出货量同比增长5%，产业链整体企稳，GUI等AI交互功能有望逐步落地。苹果产业链方面，该行看到10月开始苹果IOS系统持续升级，AI有望改变交互方式，长期看好果链受益于AI趋势。
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