Recently, major global smartphone brands have made significant strides in developing AI-powered smartphones, rapidly advancing the integration of large AI models into mobile devices. Multiple market research institutions predict a swift expansion in the market size of AI smartphones. According to the latest forecast by Counterpoint Research released on June 22, by 2026, smartphones equipped with generative AI capabilities are expected to account for 45% of global shipments. This figure is projected to exceed half, reaching 52%, by 2027, thereby establishing generative AI as a standard feature in the industry. Consequently, AI smartphone concept stocks have attracted widespread attention from investment institutions. Statistics reveal that 18 stocks have received ratings from five or more institutions, representing nearly half of the total. Among these, Lens Technology, Zhen Ding Technology, and iFLYTEK stand out, with ratings from 20, 16, and 15 institutions, respectively.