文 | 财华社作为连接内地制造实力与全球消费市场的核心枢纽,港股家电板块汇聚了从龙头企业到细分赛道新贵的多元主体,其表现既折射出内需市场的冷暖,也反映了中国家电全球化征程的深浅。2025年以来,家电板块在国补政策调整、海外需求波动与产业转型加速的多重变量交织下,呈现出分化加剧的复杂态势,而这也要求投资者在投资中需要进行更加细致、深入的分析。港股牛市,家电板块拖后腿众所周知,2025年的港股市场走势...
Source Link文 | 财华社作为连接内地制造实力与全球消费市场的核心枢纽,港股家电板块汇聚了从龙头企业到细分赛道新贵的多元主体,其表现既折射出内需市场的冷暖,也反映了中国家电全球化征程的深浅。2025年以来,家电板块在国补政策调整、海外需求波动与产业转型加速的多重变量交织下,呈现出分化加剧的复杂态势,而这也要求投资者在投资中需要进行更加细致、深入的分析。港股牛市,家电板块拖后腿众所周知,2025年的港股市场走势...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.