野村预期2026年全球智能手机出货量可能按年最多下跌7%

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观点网讯：11月24日，野村在日本发表研究报告指出，预期2026年全球智能手机出货量可能按年下跌0%至7%，因存储器成本上升推高零售价格，压抑市场需求。报告称部分手机厂商面临存储器供应不足问题，或导致出货缩减。非核心零件供应商如光学厂商面临客户保守预测与成本压力双重挑战。因此野村将舜宇光学评级从“买入”下调至“中性”，目标价从102港元大幅削减至60港元；丘钛科技评级从“买入”降至“减持”，目标价...

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