智通财经APP获悉，里昂发布研究报告称，预期瑞声科技(02018)、比亚迪电子(00285)、舜宇光学科技(02382)、小米集团-W(01810)和联想集团(00992)将继续受益于全国以旧换新补贴政策，全数给予“跑赢大市”评级。
报告中称，国家税务总局的数据显示，在农历新年假期期间受全国补贴政策所推动，手机和智能手表在内的消费电子产品销售同比增长近两倍。该行指，政策也促进了农历年假期间家电消费，数据显示家用电器和视听设备销售亦同比增长166.4%，其中电视销售增幅为226.8%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.