A股元件板塊震盪走強，迅捷興漲超10%，順絡電子、深南電路、景旺電子、滬電股份、生益電子等跟漲。

FTSE China A50 index futures briefly dipped intraday and are now down 0.2%, after earlier rising as much as 0.7%.

DBS Group Research says Luxshare Precision, as a core iPhone supplier, may be more resilient than typical Android-phone ODMs. Memory-chip shortages and a slower recovery in low- and mid-tier Android phones and tablets have pressured shipments and factory utilisation. DBS says high-end customers including Apple should underpin its electronic-components business; new product ramps, share gains and growing participation in AI wearables could partially offset the weakness. DBS maintains a RAISE rating and a 64 yuan PT.