同具价值股成长股优势 TCL电子逢低吸纳

真灼财经
Dec 15, 2025

国家六部委早前印发《关于增强消费品供需适配性进一步促进消费的实施方案》通知,到2027年,消费品供给结构明显优化,形成3个万亿级消费领域和10个千亿级消费热点。内需股本月以来普遍转强,TCL电子(01070.HK)上周五升逾3%,创收市新高,出海策略成功、科技研发提升产品质素令销售持续增长,估值也不昂贵,是后市逢低吸纳对象。TCL电子中期业绩增长可观,截至今年6月底止,集团核心业务实现高质量增长,...

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