智通财经APP获悉,家电股今日普涨,截至发稿,海尔智家(06690)涨3.95%,报23.7港元;海信家电(00921)涨1.97%,报25.9港元;美的集团(00300)涨0.98%。报76.95港元。
消息面上,中美经贸高层会谈5月10日至11日在瑞士日内瓦举行。中美经贸中方牵头人何立峰表示,此次中美经贸高层会谈坦诚、深入、具有建设性,达成重要共识,并取得实质性进展。中美双方一致同意建立磋商机制,将尽快敲定相关细节,并将于5月12日发布会谈达成的联合声明。
华西证券指出,4月中国家用电器出口金额、出口数量分别为87亿美元、3.8亿台,分别同比下滑2.9%、增长1.2%,该行认为4月出口额同比下滑或因美国关税政策扰动拖累,建议关注关税预期变动。申万宏源则表示,“五一”假期,在以旧换新政策持续发力带动下,家电及通讯器材类商品消费火爆。家用电器和音像器材销售收入同比增长167.5%。
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