金吾财讯 | 手机产业链板块普升，截至发稿，丘钛科技（01478）涨4.27%，舜宇光学科技（02382）涨3.99%，华虹宏力（01347）涨3.74%，瑞声科技（02018）涨3.24%，ASMPT（00522）涨2.52%，中芯国际（00981）涨2.51%，富智康集团（02038）涨1.95%，高伟电子（01415）涨1.46%，联想集团（00992）涨0.98%。消息面上，苹果周三宣布，将于9月9日在美国加州库比蒂诺总部举办秋季新品发布会。市场普遍预计，苹果将在本次活动推出新款iPhone 18 Pro/Max、并将发布公司史上首款折叠屏手机iPhone Ultra。此前研究机构IDC曾预测，苹果备受期待的iPhone折机预计在推出首年将实现超过1,000万部的出货量。市场普遍预计，折叠屏是智能手机结构性创新的重要方向，将带动手机产业链启动新一轮革新。随着苹果入局、技术逐步成熟、成本下探，折叠屏手机商业化进行有望进一步加速。
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