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立讯精密一字涨停,消息称与OpenAI达成硬件制造协议

Group 1 - Lixun Precision (002475.SZ) saw its stock price hit the daily limit, reaching 60.95 yuan, approaching its historical high from 2020, driven by news of a partnership with OpenAI to develop consumer-grade AI hardware [1] - OpenAI is reportedly collaborating with Lixun Precision to assemble at least one AI hardware product, currently in the prototype development stage, expected to integrate deeply with OpenAI's AI models [1] - The AI hardware being developed includes smart glasses, digital voice recorders, and wearable badges, with the first products anticipated to launch by the end of 2026 or early 2027 [1] Group 2 - OpenAI's ambition in the hardware sector has been evident, having acquired io Products for $6.5 billion and recruiting over 20 employees from Apple with extensive experience in consumer hardware [2] - Lixun Precision is not the only supplier involved in OpenAI's hardware project; GoerTek, another Apple supplier, is also in discussions to supply components for future products [4] - The strong demand for Apple's iPhone 17 series has further boosted Apple-related stocks, with pre-order demand exceeding that of the previous year's iPhone 16 series [5] Group 3 - iPhone 17 models have longer delivery times compared to previous models, with the standard and Pro Max versions seeing an increase of 8 days, and the average delivery time in mainland China extending by 17 days to 27 days [6]