智通财经APP获悉，手机产业链今日回暖，截至发稿，鸿腾精密(06088)涨4.35%，报4.08港元；蓝思科技(06613)涨3.63%，报26.82港元；比亚迪电子(00285)涨3.5%，报42.62港元；舜宇光学(02382)涨2.51%，报79.65港元。
消息面上，iPhone 17发售在即，部分果链企业大力招工。有媒体引述产业链人士称，苹果iPhone 17已进入大规模量产阶段。此外，摩根士丹利预计苹果将在发布会上小幅上调iPhone 17系列的价格，这是自2017年以来的首次上调。预计价格调整将使2026财年的平均售价提高5%，远高于市场普遍预期，并且预计需求不会受到影响。
值得注意的是，9月4日下午，华为常务董事、终端BG董事长余承东宣布，华为新款三折叠屏手机Mate XTs非凡大师17999元起售。此外，天风国际证券分析师郭明𫓹透露，苹果计划于2026年推出其首款可折叠iPhone，并计划于2028年跟进发布可折叠iPad。郭明𫓹预测，2026年折叠iPhone出货量将达800-1000万台，2027年有望增长至2500万台
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