智通财经APP获悉，手机产业链普涨，截至发稿，高伟电子(01415)涨5.93%，报25港元；舜宇光学(02382)涨2.61%，报58.9港元；丘钛科技(01478)涨1.39%，报5.85港元；比亚迪电子(00285)涨0.15%，报33.7港元。
消息面上，华为Mate 70系列昨日正式发布，搭载全新AI功能。据悉，11月18日12时08分，华为Mate 70系列开始预售；11月20日12时08分，华为全新折叠旗舰Mate X6系列正式开启预订。截至11月26日14时预约结束，华为Mate 70和Mate X6 两部手机预订总量合计超450万台。天风证券此前称，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。
IDC数据显示，2024年第三季度，中国智能手机市场出货量约6878万台，同比增长3.2%，连续四个季度保持同比增长。万联证券指出，目前随着端侧硬件基础逐步夯实，整机、软件厂商积极推动应用生态完善，AI有望加速落地端侧产品，如手机、PC等，进而加速换机周期，并提振产业链需求。
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