智通财经APP获悉，手机产业链早盘走高，截至发稿，丘钛科技(01478)涨5.66%，报5.23港元；舜宇光学(02382)涨4.61%，报57.9港元；比亚迪电子(00285)涨4.04%，报29.6港元；高伟电子(01415)涨2.25%，报25港元。
消息面上，华为官微正式宣布，华为Mate70系列将在11月26日14:30分举行的Mate品牌盛典上亮相。昨日，华为Mate70系列正式开启预订，仅1个多小时预约量就突破百万。天风证券称，看好产品创新强势拉动四季度智能手机市场和相关供应链。
华福证券表示，消费电子正处AI带动行业创新周期来临和巨头新品催化不断的拐点。此外，特朗普上台后或加关税的问题，对果链影响可控。此前特朗普执政过程中苹果的iPhone、iPad和Apple Watch等产品获得了关税减免。而全球消费电子制造业中，国内厂商优势非常明显。且国内厂商在越南、泰国等海外地区已经提前布局产能，即便关税落地，对公司实际经营也影响有限。
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