智通财经APP获悉，手机产业链逆市走高，截至发稿，丘钛科技(01478)涨1.54%，报8.58港元；瑞声科技(02018)涨1.38%，报39.76港元；高伟电子(01415)涨1.03%，报27.36港元。
消息面上，2026年国补续期。个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件销售价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过500元。大同证券发布研报称，综合来看，未来的手机市场增长将更加依赖于突破性的技术创新和有效的市场刺激政策。
华安证券表示，AI手机正在重塑产业，2025年市场整体保持温和增长，而竞争焦点已转向端侧AI能力。手机操作系统正从“应用启动器”向“系统级智能体”演进，以豆包手机为代表的创新产品尝试实现底层AI融合与跨应用操作，苹果与安卓阵营的旗舰芯片也在持续提升NPU算力，共同推动端侧AI的普及与体验升级。
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