作者观点:
创新研报|消费电子系列报告-24年AI推动智能手机复苏
Tom Lin
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报告分析了全球智能手机市场趋势,认为AI手机将推动市场进一步恢复。建议关注海外市场,存储及主芯片产业链,折叠屏手机相关产业链公司。同时提及智能手机销量不及预期、硬件更新速度不及预期等风险提示。
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