【豆包AI手机即将登场，10只高增长潜力股浮出水面】9月4日，长鑫科技全资控股子公司@长鑫存储官方微博发布消息，全球首款AI智能体手机努比亚NaviX Ultra将搭载长鑫最高速率10667Mbps的LPDDR5X内存。这是国产10667Mbps高速率LPDDR5X芯片首次量产应用。该款手机计划于9月份登场亮相。据悉，努比亚NaviX Ultra是由字节跳动与中兴联合研发的新一代豆包手机。据数据宝统计，机构关注度方面，共16只AI手机概念股获机构“积极型”评级。其中鹏鼎控股、华勤技术、水晶光电、传音控股、领益智造获得的机构评级数量靠前。根据5家及以上机构一致预测，今明两年净利润增速均有望超20%的AI手机概念股有10只。截至9月4日收盘，滚动市盈率低于30倍的有3只，分别为传音控股、华勤技术、水晶光电。
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