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Appliances 家電股

 

 
 
 
 Expert Commentary
2025-06-10 蘋果公司(Apple Inc.)昨日(9日)舉行全球開發者大會(WWDC 2025),雖然推出多款新產品及新功能,包括在iPhone及Apple Watch等引入液態玻璃(Liquid Glass),但欠重大驚喜,市場最關注慨人工智能(AI)發展又冇突破,Apple股價昨晚(9日)亦要跌,依家仍未補到4月初慨下跌裂口,點睇Apple前景? 高富金融集團投資總監梁偉民指,過去1年,市場一直憧憬AI發展會帶動iPhone等產品銷售,但過去幾季慨業績都睇唔到成效,主要係集團慨AI發展滿足唔到市場期望,又冇創新功能,吸引唔到消費者,更冇辦法掀起「換機潮」。 Wyman續指,雖然Apple盈利仍有雙位數增長,但預期收入僅增長3%至4%,屬於低水平,現時市盈率(PE)約28倍,估值唔算平,對Apple股價冇正面推動力。佢又話,集團最近官司纏身,包括反壟斷問題,App Store又要被迫開放,加上搜尋器市場同Google慨合作又要中斷,呢些因素會影響集團收入及股價短期表現。
 
 Comment
2025-02-12 美12月CPI符合市場預期,美股大漲;聯儲局降息期望升溫。商務部等公布家電以舊換新補貼政策,拉動家電行業景氣度增長,多家機構睇好2025年家電行業需求,多家家電企業業績預增。
 
2025-02-12 格力電器在股票市場的表現及其在行業中的地位,對家電行業產生了多方面的影響。家電企業需要在挑戰中抓住機遇,實現可持續發展。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
GOME RETAIL 05-08 13:02 0.03  0.03  ∞%
SKYWORTH GROUP 05-08 13:11 3.21  3.21  ∞%
HISENSE HA 05-08 13:18 35.25  35.25  ∞%
TCL ELECTRONICS 05-08 10:25 5.42  5.42  ∞%
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 Company Rating
Date Broker Company name Rating Target
03-25 CICC  TCL ELECTRONICS 20
01-03   TCL ELECTRONICS 買入7.68
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 Basic Datum
Company name Lot P/E P/B EPS DPS
GOME RETAIL 1000 -0.26 -0.2022 -0.2445 0.0
SKYWORTH GROUP 2000 6.3 0.3242 0.473 0.08
HISENSE HA 1000 7.39 2.1351 2.2801 1.1105
TCL ELECTRONICS 1000 8.32 0.6979 0.3065 0.16
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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