花旗发表研究报告指,认为以旧换新政策延续对大部分电商平台而言属利好因素,将有助于抵销2026年上半年的高基数影响。虽然2026年以旧换新计划的首批补贴规模为625亿元人民币,而且每件产品的最高补贴额低于2025年计划,符合资格的家电类别也较少,但花旗仍相信能提振消费情绪。因应较高基数及较小的补贴规模,该行认为新政策对京东(09618.HK) 及其他电商平台的整体效用可能有限,同时指出智能眼镜产品...
Source Link花旗发表研究报告指,认为以旧换新政策延续对大部分电商平台而言属利好因素,将有助于抵销2026年上半年的高基数影响。虽然2026年以旧换新计划的首批补贴规模为625亿元人民币,而且每件产品的最高补贴额低于2025年计划,符合资格的家电类别也较少,但花旗仍相信能提振消费情绪。因应较高基数及较小的补贴规模,该行认为新政策对京东(09618.HK) 及其他电商平台的整体效用可能有限,同时指出智能眼镜产品...
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