智通财经APP获悉，手机产业链早盘走高，截至发稿，瑞声科技(02018)涨7.01%，报36.65港元；丘钛科技(01478)涨4.58%，报5.94港元；舜宇光学(02382)涨3.61%，报60.25港元；比亚迪电子(00285)涨3.22%，报35.3港元；高伟电子(01415)涨1.7%，报23.95港元。
消息面上，华为Mate品牌盛典将于11月26日下午14时30分举办，届时华为Mate 70系列及多款全场景新品将正式亮相。值得一提的是，华为Mate70系列此前于11月18日12:08正式开启预订，开启仅十分钟，已有40万人预约。截至11月19日上午，已有超200万人在华为商城预约华为Mate 70系列。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。
华福证券指出，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。东莞证券认为，近期多家终端密集发布新品，AI创新、功能升级成主要亮点，且超大杯功能下放趋势明确。后续在以旧换新刺激政策的推进，AIAgent功能逐步落地与完善、智能手机的功能升级等多因素推动下，消费者换机需求有望进一步释放。
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