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Appliances 家電股

 

 
 
 
 Expert Commentary
2025-05-02 雖然Tesla早前交左一份「災難季績」,但微軟(Microsoft)、Meta、蘋果公司(Apple Inc.)及亞馬遜(Amazon)昨晚就交出亮麗季績。不過,現時左右股價表現係企業今季慨展望,係關稅戰陰霾下,美股「科技7雄」(Magnificent 7)可唔可避過關稅衝擊? 博威環球證券金融首席分析師聶振邦指,由於Tesla及Apple有實體產品,Amazon會引入中國貨品,所以受關稅慨影響較大。至於Meta及Google,預期貿易戰會影響廣告收入,但實際情況仍要視乎正隱約推進緊慨中美談判進展。 聶Sir補充,就算中美達成關稅協議,但內地消費者未來或傾向買國貨,減少用美國貨,到時就會影響Apple及Tesla業務。不過,雖然Apple主要收入來自iPhone,但服務收入增長快,所以Apple未來應該繼續聚焦服務方面,以減低關稅戰風險。
2025-04-28 美國「科技7雄」(Magnificent 7)將於今周陸續公布第1季業績,包括微軟(Microsoft)、Meta、亞馬遜(Amazon)、蘋果公司(Apple Inc.),哪一隻科技股值得留意?現階段是否一個吸納好時機? 高富金融集團投資總監梁偉民指,現時並非吸納好時機,大市已經由4月初低位反彈10%,值博率較低。 Wyman續指,「科技7雄」中,投資者可以考慮部署微軟,因為業務相對平穩,加上業務對經濟敏感度偏低,就算經濟表現疲弱,微軟股價要跟跌,下跌幅度亦會較其他科技股少,防守性較高。現時估值不算平,市盈率(PE)約30倍,他建議,投資者可以等PE落到25倍再部署。
 
 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  ∞%
≫More
 
 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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