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Appl 2024-11-13T11:53 財經茄呢啡 智通財經APP獲悉,家電股午後走高,截至發稿,海信家電漲4.83%,報26.05港元;美的集團漲3.5%,報72.5港元;VESYNC漲2.07%,報3.94港元;海爾智家漲0.83%,報109.2港元。
Appl 2024-11-13T11:53 財經茄呢啡 中國股市家電類股周二表現亮眼,中證家用電器指數早盤收漲1.7%,在政府補貼的加持下,雙十一電商購物節中家電品類表現亮眼。
Appl 2024-11-13T11:53 財經茄呢啡 雙11家電市場迎消費熱潮,以舊換新有望驅動四季度回暖。家電股早盤普漲,海信家電漲3.21%,報25.70港元;美的集團漲3.69%;海爾智家漲1.45%;TCL電子漲2.52%。
Appl 2024-11-13T11:53 財經茄呢啡 「雙11」家電消費火熱,家電股造好,海爾智家升2.2%;美的升3.7%;海信家電升3.4%;TCL電子升2.5%。
Appl 2024-11-08T12:04 財經茄呢啡 家電股回調,海爾智家跌3.44%,美的集團跌2.77%,海信家電跌2.72%。興業證券研報相信,經營穩健+政策拉力,繼續睇好家電行業配置價值。三季度外銷好於內銷,家電板塊收入業績增速放緩、整體平穩提升,板塊內部分化明顯,可選品類利潤承壓,白電龍頭經營業績最為扎實。
Appl 2024-11-08T12:04 財經茄呢啡 高盛指白色家電股是行業吸引人的地方,但降部分股權目標價,以海信家電降幅最大,目標價調降9%至31元,美的集團及海爾智家分別微降至89元及32元,重要反映第3季業績因素。
Appl 2024-11-08T12:04 財經茄呢啡 昨天強勢的科技股集體回落,京東、阿里巴巴跌超4%,快手跌3.84%,騰訊、百度、美團、小米均回落;大金融股(銀行、保險、券商)、中字頭股等多數權重表現低迷;教育板塊大肆走低,在線教育股新東方大挫近7%;花旗相信黃金在美國大選後的短期內可能面對一定的壓力,黃金股普遍承壓,招金礦業跌超4%;家電股、鋰電池股、光伏股、汽車股、海運股、濠賭股、餐飲股等熱門板塊齊跌。
Appl 2024-11-04T12:16 財經茄呢啡 11月4日上午,小家電板塊異動拉升,九陽股權漲停,德昌股權漲超5%,鴻智科技、科沃斯、歐聖電氣、彩虹集團等跟漲。
Appl 2024-11-04T12:16 財經茄呢啡 開源證券股權有限公司呂明,周嘉樂,陳怡仲近期對海信家電進行研究並公布了研究報告《公司信息更新報告:外銷維持高景氣增加,靜待以舊換新拉動內銷改善》,本報告對海信家電給出買進評級,當前股價為29.13元。
Appl 2024-10-30T12:04 財經茄呢啡 各電商平台已陸續開啟今年的「雙11」購物節促銷活動,家電板塊銷情熾熱。數據顯示,天貓雙11現貨開售首小時,美的集團、海爾及小天鵝等近20個家電家居品牌快速破億,224個品牌首小時成交超去年全日,料四季度板塊銷售表現有望進一步增加。在「雙11」購物節大促、黑白家電板塊同一時間受益於年末促銷及國家以舊換新補貼等支撐下,行業整體股價亦穩步上升。
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