投资要点复盘：A股强劲上涨，家电行业跑输大盘，个股分化较大。复盘2025年前三季度，A股强劲上涨，行业分化较大，家电行业跑输大盘，家电（申万）指数涨幅为7.0%，排名22/31，跑输A股主要指数，在各板块中涨幅居后，关税扰动和国补政策对板块的影响较大。家电子板块分化较大，白色家电领跌，跌幅为7.4%，零部件板块表现最好，涨幅为76%。行业复盘：内销国补催动，外销关税扰动。2025年前三季度，国内...
Source Link投资要点复盘：A股强劲上涨，家电行业跑输大盘，个股分化较大。复盘2025年前三季度，A股强劲上涨，行业分化较大，家电行业跑输大盘，家电（申万）指数涨幅为7.0%，排名22/31，跑输A股主要指数，在各板块中涨幅居后，关税扰动和国补政策对板块的影响较大。家电子板块分化较大，白色家电领跌，跌幅为7.4%，零部件板块表现最好，涨幅为76%。行业复盘：内销国补催动，外销关税扰动。2025年前三季度，国内...
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