金吾财讯 | 手机产业链板块走高，瑞声科技(02018)涨3.43%，丘钛科技(01478)涨3.41%，富智康集团(02038)涨2.25%，舜宇光学科技(02382)涨1.92%。德邦证券表示，手机厂商进入新机密集发布期，硬件创新有望不断涌现。随着联发科、高通相继发布旗舰SoC芯片，安卓厂商也将在Q4密集发布手机新品。该行认为，此前安卓手机Q3销售情况呈现“旺季不旺”，主要与部分消费者等待新机、需求搁置有关，Q4新品密集发布叠加AI功能更新、双十一促销活动，有望充分释放安卓用户需求。
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