金吾财讯 | 家电股普跌，海尔智家(06690)跌5.5%，创维集团(00751)跌2.53%，海信家电(00921)跌2.45%，TCL电子(01070)跌1.03%。摩根大通表示，中国延长及扩大家电置新换旧政策为正面政策举动，但家电股去年跑赢大市25%，且市盈率25%重估后升至预测市盈率11.1倍，关注市场预期或过于超前。该行下调对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...
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