Samsung S24 series smartphone sales exceed 1 million units. AI smartphones are the trend of the future, with an estimated 40 million units expected to be shipped in 2024, increasing to 150 million by 2027. Multiple smartphone manufacturers are showcasing their determination in AI smartphones. AI technology is reshaping smartphones, but its short-term impact on performance is minimal.

2024 is hailed as the inaugural year of AI smartphones. Three major AI smartphone concept stocks have issued announcements warning of stock trading risks. Furong Technology provides aluminum middle frame structural components, Sixuan New Materials supplies thermal management materials, and Daoming Optics applies graphene heat dissipation films to products such as the OPPO Find N3 Flip foldable phone. Fund flow data from the Tiger List includes responses from Gongda Electric Sound, Tianjian Co., and Dalian Technology regarding AI smartphone-related business situations on their interaction platforms.

Ming-Chi Kuo expects Apple's MacBook shipments to decline by 25-35% year-over-year in the fourth quarter. He indicates that the total MacBook shipments for 2022 will see a significant drop of about 30% compared to the previous year. Kuo mentions that the MacBook faces challenges such as the end of work-from-home demand and decreased attractiveness of chip upgrades. He points out that if AI stocks are key suppliers for the MacBook, their performance should be monitored to see if it can offset the decline in MacBook shipments. Kuo advises a cautious outlook on AI stocks that serve as major suppliers for the MacBook.