智通财经APP获悉，手机产业链延续涨势，截至发稿，瑞声科技(02018)涨4.32%，报47.05港元；舜宇光学(02382)涨3.53%，报88港元；比亚迪电子(00285)涨2.63%，报56.55港元；丘钛科技(01478)涨1%，报8.08港元。
消息面上，苹果和阿里巴巴据称将合作为中国iPhone用户开发AI功能。知情人士对媒体透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能。招银国际此前发表研报指，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。
此外，大摩发布报告称，自1月20日起，对智能手机、平板电脑和电子手表/腕带的补贴正式开始，全国各地的销售势头强劲。摩根士丹利最新的渠道调查显示，从1月20日到1月26日，智能手机出货量同比增长60%以上。该行预计平均售价在3500元左右的智能手机最有可能受益，该行认为安卓智能手机厂商可能会处于更有利地位的观点。最新的出货表现也符合观点。
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