丘钛科技(01478)今日盘中大涨5.21%,引发了市场的广泛关注。这很可能与手机行业整体复苏,以及作为苹果供应商之一有望受益于苹果公司在人工智能(AI)领域的布局所致。
据报道,手机行业近期呈现回暖迹象。一方面,全球主要经济体持续复苏,国内地区纷纷推出手机补贴政策一定程度上刺激了消费电子市场;另一方面,苹果在AI领域的深度布局或将推动芯片、内存等硬件升级,产业链预计迎来量价齐增的机遇。
作为苹果长期供应商之一,丘钛科技有望从苹果的AI布局中获益。分析人士认为,一旦苹果需要更强大的算力和内存以支持AI应用,供应链企业如丘钛科技势必能分一杯羹。因此,苹果AI布局以及手机行业复苏,可能是推动丘钛科技股价上涨的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.