《大行》大摩:内地延续消费补贴成手机相关股短期催化剂

阿斯达克财经
03 Jan

摩根士丹利发表报告指,根据国家发改委消息,中国将扩大消费补贴范围至更多产品类别,包括智能手机、平板、智慧手表手环将纳入该计划。
该行认为,消费补贴将成为智能手机代工厂和供应链公司的短期正面催化剂,相信小米-W(01810.HK) 、舜宇光学(02382.HK) 瑞声科技(02018.HK) 比亚迪电子(00285.HK) 丘钛科技(01478.HK) 可能成为主要受惠者。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-03 12:25。)

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