金吾财讯 | 消费电子股普涨，截至发稿，舜宇光学科技(02382)涨4.30%，比亚迪电子(00285)涨3.02%，丘钛科技(01478)涨2.22%，高伟电子(01415)涨2.06%，瑞声科技(02018)涨1.67%。消息面上，摩根士丹利发表研究报告指，内地手机补贴将从1月20日开始，对售价6,000元人民币以下的手机、平板电脑和智能手表提供15%的补贴，上限为500元人民币。不过，消费者可在其他折扣之外再获得国家手机补贴，意味着实际折扣可能超过500元人民币。大摩表示，中国推出消费补贴的时机早于预期，重申补贴将成为智能手机OEM和供应链的短期正面催化剂。美银证券表示，撇除补贴政策的潜在影响，美银指，行业专家认为中国智能手机市场已发展成熟，因此较难录得快速增长，不过预期人工智能、作业系统等软件及镜头、外壳等硬体规格正不断升级，产品组合改善将成为供应链未来主要发展趋势。里昂表示，相信内地手机补贴可能会引发中低端Android手机和部分低端iPhone更换。
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