海尔智家(06690.HK)今日盘中大幅下跌5.12%,引发市场关注。
分析认为,此前机构摩根大通下调对中国家电业今年增长预测,预期今年行业每股盈利增长仅5%至6%,低于市场预期的9%至12%。交银国际指出,尽管家电以旧换新政策带动家电消费,但家电股去年已大涨25%,估值重估至市盈率11.1倍,市场预期可能过于超前。
机构下调行业增长预期,令海尔智家等家电股面临估值压力,或导致其近期出现调整。在家电行业整体下行背景下,海尔智家今日盘中大幅下挫5.12%。
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