JS环球生活(01691)盘中最高涨超13%,该股早盘两笔大手成交,涉资1.57亿港元。截至发稿,股价上涨7.04%,现报1.52港元,成交额3.16亿港元。
国泰君安近期指出,小家电作为以旧换新并未充分受益的内需消费类板块,机构配置比例偏低,但整体行业竞争趋缓。目前多个品牌均已开通微信小店,具有送礼属性小家电品类最为受益。太平洋证券也认为,微信“送礼物”功能紧密结合微信的社交属性,庞大的用户群体带来天然需求,功能选择在节日较为集中的年末发布亦享受自然流量加持。看好九阳等率先布局自营微信小店的小家电品牌。
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