【1 月 13 日，摩根大通发表观点】摩根大通称，中国延长及扩大家电置新换旧政策属正面举动，但家电股去年跑赢大市 25%，市盈率 25%重估后升至预测市盈率 11.1 倍，市场预期或过于超前。该行下调中国家电业今年增长预测至 5%，低于市场预期的 9%至 12%，意味着行业盈利风裣。下调行业今年每股盈利预测 8%至 10%，预期今年每股盈利增长 5%至 6%，较市场共识低 3%至 7%。摩根大通...
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