消费电子回暖，AI成核心引擎
2026-07-24 01:38:51
据上证报报道，消费电子行业景气度稳步回暖，业绩端明显改善。截至7月23日，A股已有32家消费电子公司披露上半年业绩预告，逾七成预计盈利。AI智能硬件放量和算力业务拓展，带动多家公司上半年业绩大幅预增。下半年，全球首款AI智能体手机、三星首款AI眼镜相继亮相，苹果首款折叠屏手机组装出货量预计多达800万台，A股产业链公司正加快备货节奏。
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