suizhepingguolituishoujiaigongneng，weilaiaichuangxinzhongdianjiangzaiyishoujiweidaibiaodeduancebaofa。zheijiagongsishiquanqiushoujiodmlongtou，youwangchongfenshouyi。

riqian，huaanzhengquantuanduiduizheijiagongsichujuyanbao，jiemianvipzhenglijingyaoruxia。

【研报精要】

1、 AI赋能手机创新

华勤技术（603296.SH）zuoweizhinengshoujiodmtoubuchangshang，youwangxianzhushouyiyuchanyequshi。2023nianyilai，yi chatgpt weidaibiaodeshengchengshi ai yingyongyinfasuanlixuqiubaofashizengzhang，tuidong ai chanyejinrukuaisuchengzhangqi，shengchengshi ai jishudefazhanyouwangzhubutishengduishouji、bijibendiannaodengzhongduandesuanlixuqiu，tuidongxiaofeidianzichanpindechuangxindiedai，peiyuxiaofeidianzichanpinxindezengzhangdian，weilaixiaofeidianzixingyexuqiuyouwangzhujianfusu。zhinengshoujifangmian，pingguo2024nian9yuefabu iphone 16 xiliexinji，dazaiquanxinde a18 xiliexinpian，qiepeibeilegengdarongliangde dram，xinjijunyijubeizhichiaiyingyongdenengli；anzhuoxijijiangjinrumijideqijianxinjifabuqi，rutongjinianqiangejiachangshangzaiguangxuesaidaodechuangxindiechu，keyiqidaianzhuoxizai ai gongnengshangkaiqixinyilunjingsai。