港股异动 | 家电股集体走低机构称市场过于放大出海面临的政策风险地产后周期强影响已被证伪

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智通财经APP获悉，家电股集体走低，截至发稿，VESYNC(02148)跌4.42%，报4.54港元；海信家电(00921)跌4.05%，报23.7港元；海尔智家(06690)跌1.92%，报24.05港元。招商证券发布研报称，市场定价短期过于放大出海面临的政策风险，忽略企业出海竞争力源自于产品力创新、品牌力进步、全球份额提升、跨国经营效率释放带来的投资回报率改善。我们认为短期大宗原材料价格波动、...

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港股异动 | 家电股集体走低 机构称市场过于放大出海面临的政策风险 地产后周期强影响已被证伪

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港股异动 | 家电股集体走低机构称市场过于放大出海面临的政策风险地产后周期强影响已被证伪