智通财经APP获悉，手机产业链集体走高，截至发稿，鸿腾精密(06088)涨7.6%，报8.78港元；富智康集团(02038)涨5.83%，报26.12港元；蓝思科技(06613)涨5.37%，报19.23港元；高伟电子(01415)涨4.02%，报32.6港元。
消息面上，天风国际证券分析师郭明𫓹日前发布最新供应链报告，OpenAI正在加速推进首款AI智能体手机项目，量产时间可能从原定的2028年提前至2027年上半年。郭明𫓹表示，提速的潜在原因之一，是配合OpenAI年底的IPO计划。如果进展顺利，这款手机在2027年至2028年的合计出货量将达到约3000万部。
值得注意的是，早在2025年9月份，OpenAI被曝已与立讯精密签署协议，共同打造一款消费级设备，该设备预计能与OpenAI的人工智能模型深度协作。此消息引发了市场对立讯精密在AI硬件领域竞争力的关注，立讯精密总市值一度突破5000亿元。
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