智通财经APP获悉，手机产业链悉数承压，截至发稿，比亚迪电子(00285)跌4.97%，报30.18港元；富智康集团(02038)跌3.15%，报20.9港元；蓝思科技(06613)跌2.85%，报22.5港元；高伟电子(01415)跌2.19%，报25.02港元。
消息面上，花旗发布研报称，下调今明两年全球智能手机出货量预测至分别10.4亿及11.7亿部，分别同比减少17%及同比增长12%，并预测2028年出货量同比升7%至12.5亿部。有关预测基于记忆体短缺及价格上涨，以及通胀攀升导致需求疲软，平均售价同比增幅预测分别为7%、2%及3%。
报告指，IDC公布去年第四季智能手机出货量较该行预期高5%，主要受中、东欧、中东与非洲及美洲地区带动。去年折叠手机出货量基本符合预期，该行对今明两年受iPhone折叠机驱动的2900万及4500万部预测持乐观态度。
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