金吾财讯 | 华泰证券发研报指，看到消费电子基本面企稳向好。安卓产业链方面，根据IDC，全球2Q24智能手机出货量2.85亿台，同比增长6.49%，该行预期2024年全球安卓手机出货量同比增长5%，产业链整体企稳，GUI等AI交互功能有望逐步落地。港股标的包括小米集团(01810)，舜宇光学科技(02382)，丘钛科技(01478)。苹果产业链方面，该行看到10月开始苹果IOS系统持续升级，AI有望改变交互方式，长期看好果链受益于AI趋势，相关产业链标的包括高伟电子(01415)，瑞声科技(02018)，比亚迪电子(00285)，鸿腾精密(06088)等。PC方面，该行看到高通/联发科等持续推出AI处理器，据Canalys，2Q24全球AIPC渗透率已达14%，预计全球AIPC有望明年放量，港股相关标的为联想等。
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