智通财经APP获悉，手机产业链集体走高，截至发稿，通达集团(00698)涨12.3%，报0.137港元；瑞声科技(02018)涨10.23%，报35.55港元；丘钛科技(01478)涨7.13%，报6.16港元；高伟电子(01415)涨6.42%，报24.05港元；比亚迪电子(00285)涨4.41%，报35.55港元。
消息面上，中国信通院公布统计数据显示，8月国内市场手机出货量2404.7万部，同比升26.7%。其中，智能手机出货量2109.8万部，同比增长17.7%，占同期手机出货量的87.7%。今年首8个月，国内市场手机出货量1.95亿部，同比升16.6%。其中，智能手机出货量1.82亿部，同比增长14.1%，占同期手机出货量的93.4%。
华泰证券指出，消费电子基本面企稳向好。安卓手机销量筑底企稳，继续看好果链受益于苹果AI交互升级。里昂此前则表示，在黎巴嫩发生的通讯设备爆炸或令部分中东国家转投内地制造的电子设备。在内地有厂房的内地电子公司或会受惠。在内地及香港的科技板块，该行认为，各自对Android及苹果的忧虑已大致反映，有部分股票的估值已达非常吸引的水平。
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