港股异动 | 手机产业链早盘反弹舜宇光学(02382)涨超4% 下半年进入传统消费电子旺季

智通财经

Oct 09, 2024

智通财经APP获悉，手机产业链早盘反弹，截至发稿，高伟电子(01415)涨4.39%，报23.75港元；舜宇光学(02382)涨4.41%，报56.85港元；丘钛科技(01478)涨3.45%，报5.69港元；富智康集团(02038)涨3.41%，报0.91港元。

消息面上，10月8日，据华为终端微博消息，HarmonyOS NEXT开启公测，首批公测机型包括华为Mate 60系列、华为Mate X5系列、华为MatePad Pro 13.2英寸系列。此外，中国信通院此前公布的统计数据显示，8月国内市场手机出货量2404.7万部，同比升26.7%。

招银国际指出，随着下半年进入传统消费电子旺季，全球大厂陆续发布AI终端新品（iPhone16、Mate XT、Quest3s、天玑9400、骁龙8Gen4、小米15、荣耀Magic17等），在AI创新驱动及国内以旧换新政策密集出台下，产业链需求有望进一步提振；前期调整充分和成长性向好的AI产业链，有望受益Blackwell新品和GB200服务器即将4Q量产出货，AI服务器供应链迎来全面增长。建议积极关注相关投资机会，包括智能手机/AIPC产业链、AI服务器相关产业链。

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