人民财讯11月12日电，华泰证券研报称，2025年三季度，家电板块内需弱化、结构分化，估值与成长双线驱动。建议沿三条主线布局：1）防守角度：白电龙头凭借品牌、渠道与海外本土化能力，具备较强的盈利稳定性和抗周期属性，且分红稳定、估值不高，价值属性凸显；2）AI+成长趋势：在智能家电、服务机器人、AI内容生态等领域具备先发优势的公司；3）弹性第二曲线：依托技术优势，在汽零热管理、机器人零部件、AI算力...
Source Link人民财讯11月12日电，华泰证券研报称，2025年三季度，家电板块内需弱化、结构分化，估值与成长双线驱动。建议沿三条主线布局：1）防守角度：白电龙头凭借品牌、渠道与海外本土化能力，具备较强的盈利稳定性和抗周期属性，且分红稳定、估值不高，价值属性凸显；2）AI+成长趋势：在智能家电、服务机器人、AI内容生态等领域具备先发优势的公司；3）弹性第二曲线：依托技术优势，在汽零热管理、机器人零部件、AI算力...
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