<p>TF 国际证券分析师郭明錤在社交媒体平台 X 上表示，人工智能初创公司 OpenAI 正在与联发科技和高通（QCOM.US）合作开发智能手机处理器，立讯精密（002475.SZ）作为独家系统共同设计和制造合作伙伴。预计将在 2028 年实现量产。</p>
<p>该帖子指出，用户的目标不是使用一堆应用程序，而是通过智能手机完成任务和满足各种需求，根本颠覆了当前对手机的认知。帖子预计 OpenAI 可能会将订阅服务与硬件销售捆绑，并与开发者合作建立一个新的人工智能代理生态系统。</p>
<p>与智能手机供应链相关的股票上涨。立讯精密收盘上涨 9%。比亚迪电子（00285.HK）+0.740 (+2.747%) 空头头寸$24.26M；比例 14.025% 上涨 3%，舜宇光学（02382.HK）+2.900 (+4.571%) 空头头寸$105.17M；比例 28.561% 和 Q 科技（01478.HK）+0.410 (+5.000%) 空头头寸$4.05M；比例 7.145% 上涨 5.4%，而 Cowell（01415.HK）+3.720 (+12.610%) 空头头寸$27.09M；比例 11.814% 激增 13.4%。(fc/w)(香港股票报价延迟至少 15 分钟。空头数据截至 2026-04-27 12:25。)(A 股报价延迟至少 15 分钟。)(实时流媒体美国股票报价；除所有场外交易报价外，均至少延迟 15 分钟。)</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com 有限公司不保证其准确性或完整性，并对因使用此翻译而导致的任何损害或损失不承担任何责任。</p>

高通

05676

<p>TF 国际证券的郭明錤宣布，OpenAI 将与联发科技和高通合作开发智能手机处理器，立讯精密将作为独家制造合作伙伴。预计将在 2028 年开始大规模生产，旨在通过关注任务完成而不仅仅是应用程序来重新定义智能手机的使用。此消息发布后，相关公司的股票大幅上涨，立讯精密上涨 9%，阳光光学上涨 4.57%，Q 科技上涨 5%</p>

<p>TF International Securities analyst Ming-Chi Kuo said in a post on social media platform X that artificial intelligence startup OpenAI is collaborating with MediaTek and Qualcomm (QCOM.US) to develop smartphone processors, with Luxshare Precision (002475.SZ) +5.970 (+9.045%)  serving as the exclusive system co-design and manufacturing partner. Mass production is expected in 2028.</p>
<div class="lb-trans"><p>TF 国际证券分析师郭明錤在社交媒体平台 X 上表示，人工智能初创公司 OpenAI 正在与联发科技和高通（QCOM.US）合作开发智能手机处理器，立讯精密（002475.SZ）作为独家系统共同设计和制造合作伙伴。预计将在 2028 年实现量产。</p>
</div><p>The post noted that users objective is not to use a bundle of applications, but to accomplish tasks and fulfill various needs through their smartphones, fundamentally overturning the current perception of mobile phones. The post expects that OpenAI may bundle subscription services with hardware sales and establish a new artificial intelligence agent ecosystem in collaboration with developers.</p>
<div class="lb-trans"><p>该帖子指出，用户的目标不是使用一堆应用程序，而是通过智能手机完成任务和满足各种需求，根本颠覆了当前对手机的认知。帖子预计 OpenAI 可能会将订阅服务与硬件销售捆绑，并与开发者合作建立一个新的人工智能代理生态系统。</p>
</div><p>Shares related to the smartphone supply chain advanced. Luxshare Precision closed up 9%. BYD Electronic (00285.HK) +0.740 (+2.747%)  Short selling $24.26M; Ratio 14.025%  rose 3%, SUNNY OPTICAL (02382.HK) +2.900 (+4.571%)  Short selling $105.17M; Ratio 28.561%  and Q TECHNOLOGY (01478.HK) +0.410 (+5.000%)  Short selling $4.05M; Ratio 7.145%  gained 5.4%, while Cowell (01415.HK) +3.720 (+12.610%)  Short selling $27.09M; Ratio 11.814%  surged 13.4%. (fc/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-27 12:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)</p>
<div class="lb-trans"><p>与智能手机供应链相关的股票上涨。立讯精密收盘上涨 9%。比亚迪电子（00285.HK）+0.740 (+2.747%) 空头头寸$24.26M；比例 14.025% 上涨 3%，舜宇光学（02382.HK）+2.900 (+4.571%) 空头头寸$105.17M；比例 28.561% 和 Q 科技（01478.HK）+0.410 (+5.000%) 空头头寸$4.05M；比例 7.145% 上涨 5.4%，而 Cowell（01415.HK）+3.720 (+12.610%) 空头头寸$27.09M；比例 11.814% 激增 13.4%。(fc/w)(香港股票报价延迟至少 15 分钟。空头数据截至 2026-04-27 12:25。)(A 股报价延迟至少 15 分钟。)(实时流媒体美国股票报价；除所有场外交易报价外，均至少延迟 15 分钟。)</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com 有限公司不保证其准确性或完整性，并对因使用此翻译而导致的任何损害或损失不承担任何责任。</p>
</div>

Ming-Chi Kuo Says OpenAI Smartphone Expected for Mass Production in 2028; SUNNY OPTICAL  and Q TECHNOLOGY Jump Over 5%

- OpenAI 与 MediaTek 和 Qualcomm 合作研发智能手机处理器。  
- Luxshare Precision 担任独家系统设计与制造伙伴，预计 2028 年量产。  
- 智能手机供应链相关股票上涨，Luxshare Precision 涨幅达 9%。

AASTOCKS News

郭明錤表示，OpenAI 的智能手机预计将在 2028 年实现量产；舜宇光学和丘钛科技的股价上涨超过 5%