智通财经APP获悉，手机产业链延续近期涨势，截至发稿，瑞声科技(02018)涨4.46%，报42.15港元；比亚迪电子(00285)涨3.55%，报43.8港元；丘钛科技(01478)涨3.24%，报7.96港元；舜宇光学(02382)涨2.85%，报72.25港元。
消息面上，1月31日，苹果发布2025财年第一财季财报，总营收达到1243亿美元，同比增长4%，再创历史新高。在具体产品线上，iPhone营收为691.38亿美元，同比微降0.9%，略低于市场预期的710.3亿美元。高盛发表研报称，苹果2025财年第一季度业绩表现胜预期，第二季度指引同样优于预期。
招银国际发表研报指，尽管美国对中国加征关税短期内将带来一些不确定性，但认为对苹果产业链影响有限，目前对iPhone更换周期依然持乐观态度，由于Apple Intelligence在上半年更多市场推出及中国手机补贴政策推出，该行预计新AI功能和即将推出的5款新iPhone机型将有望拉动2025年iPhone出货量。
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