财经快讯|中信证券:电子行业周期已经进入底部向上阶段
中信证券4月17日研报认为,电子行业周期已经进入底部向上阶段,当下节点建议短期关注安卓新品拉货(华为Pura70、华为三折),中长期看AI渗透。其中,1)华为Pura 70:华为年度旗舰新品,其亮点主要在于处理器升级+光学配置更新,重点关注潜望、滤光片、CIS等环节。2)华为三折:华为三折产品有望引领折叠屏手机形态创新,重点关注保护盖板、转轴等供应链重点环节在技术路径、格局端的变化。3)AI Phone:手机升级趋缓背景下,AI作为提升用机体验的关键技术成为各品牌厂商聚焦的差异化竞争点,建议重点关注苹果AI布局进展,供应链角度关注声学、散热等环节。
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