【港股通】海尔智家(06690)涨3.06% 机构料家电兼具高赔率及高胜率

金吾资讯08-22

金吾财讯 | 海尔智家(06690)震荡走强，截至发稿，涨3.06%，报23.6港元，成交额1.97亿港元。消息面上，国联证券认为家电兼具高赔率及高胜率，核心逻辑在于：1)内销有政策，本轮“以旧换新”政策或从根本上解决了“钱”的问题，且体量和补贴力度都超过“家电下乡”，政策目前仍在落地阶段，部分省已开始推进，预计8月底或9月将迎来全面铺开，该行认为届时终端或有较为积极反馈；2)外销大概率仍将超越...

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