平安證券:AI手機將帶動新一輪換機潮
平安證券研報指出,新品頻發,擁抱“AI+”:1)AI手機引領行業成長:廠商圍繞AI影像、智能通話、智能搜索等功能已經提前佈局AI應用,AI手機將帶動新一輪換機潮;2)品牌整機廠商紛紛加碼AI PC產品:當前AI大模型主要還是運行在雲端,終端設備需要聯網才能獲得AI能力的加持。對於AI PC的發展潛力,各品牌整機廠商紛紛加碼AI PC產品。羣智諮詢預計2024—2027年全球AIPC整機出貨量年複合增長到達419%。3)AI眼鏡產品的用户體驗將持續進階:AI智能眼鏡融合了視覺、聽覺以及語言等人體重要感知交互方式,有望成為AI技術落地的最佳硬件載體之一。建議關注:北方華創、立訊精密、藍思科技等。
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