丘钛科技(01478.HK)今日盘中股价大跌5.37%,受到市场广泛关注。根据招银国际的报告显示,这可能与国家手机补贴范围扩大有关。
消息称,国家发改委宣布将补贴计划扩大至更多智能设备产品,包括手机、平板电脑和智能手表等。招银国际认为,在中国品牌中,丘钛科技等公司将从中获益,其新品需求可能暂时下滑。
另一方面,随着人工智能成为消费电子展最热门话题,丘钛科技等公司的边缘AI产品或将迎来新机遇。但短期内或因需求调整而震荡。
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