港股概念追踪 |市场定价短期过于放大出海面临的政策风险中金认为家电无需过度担忧（附概念股）

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根据海关总署数据，空调：2024年5月出口量/额(人民币)分别同比+39.5%/+27.4%，1-5月出口量/额(人民币)分别同比+17.2%/+11.1%。冰箱：2024年5月，冰箱出口量/额(人民币)分别同比+15.4%/+17%，1-5月出口量/额(人民币)分别同比+26.4%/+26.7%。洗衣机：2024年5月，洗衣机出口量/额(人民币)分别同比+18.3%/+11.6%，1-5月出口量...

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港股概念追踪 |市场定价短期过于放大出海面临的政策风险 中金认为家电无需过度担忧（附概念股）

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港股概念追踪 |市场定价短期过于放大出海面临的政策风险中金认为家电无需过度担忧（附概念股）