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11.47%，报10.4港元；瑞声科技(02018)涨8.74%，报42.3港元；舜宇光学(02382)涨3.39%，报65.65港元；丘钛科技(01478)涨2.51%，报8.98港元。
消息面上，花旗在最新研报中表示，苹果2026财年1至3季度iPhone整体生产计划已上调至1.63亿部，同比增长约10%，主要增量来自iPhone 17 Pro及Pro Max机型。与此同时，Q2单季iPhone生产计划达6,300万部，同比增长31%，反映终端需求强于此前预期。受益于苹果最新一轮iPhone备货计划上调及中国市场需求改善，核心硬件供应链将迎来补库存与估值修复的双重驱动。
值得注意的是，OpenAI被曝正在加速推进首款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。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。
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