智通财经APP获悉,兴业证券发布研报称,展望2026年,考虑国补退坡及高基数,预计家电内销有所承压,趋势上前低后高;26Q2起外销进入较低基数区间,叠加关税影响逐步缓和、美联储降息预期催化、欧美需求修复与新兴市场高增兑现,预计外销景气优于内销。投资主线聚焦出海势能充足、估值具备支撑、且股息有保障的家电出口链龙头标的。推荐白电龙头美的集团(000333.SZ)、海尔智家(600690.SH);黑电...
Source Link智通财经APP获悉,兴业证券发布研报称,展望2026年,考虑国补退坡及高基数,预计家电内销有所承压,趋势上前低后高;26Q2起外销进入较低基数区间,叠加关税影响逐步缓和、美联储降息预期催化、欧美需求修复与新兴市场高增兑现,预计外销景气优于内销。投资主线聚焦出海势能充足、估值具备支撑、且股息有保障的家电出口链龙头标的。推荐白电龙头美的集团(000333.SZ)、海尔智家(600690.SH);黑电...
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.