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A股異動 | 消費電子板塊拉昇 歌爾股份(002241.SZ)漲超6%
格隆匯12月22日丨消費電子板塊午後持續拉昇,精研科技漲超12%,佳禾智能漲超10%,安潔科技漲停,環旭電子、長盈精密、碩貝德漲超7%,歌爾股份、共達電聲漲超6%。華創證券指出,消費電子行業由於產品週期的原因缺失了一年多的創新空窗期,大部分公司也因為賽道競爭加劇和匯率等問題業績出現了不同程度的下修,板塊整體經歷了一波系統性的戴維斯雙殺行情,隨着AR/VR等新硬件創新週期的到來,板塊估值存在修復空間,相關龍頭個股的業績增速有望見底回升,當前位置配置性價比較高。中金亦指,展望下一個十年,我們期待消費電子產業開啟以AIoT終端為中心的創新週期,認為光學將成為確定性較高的橫向技術持續賦能智能終端的視覺感知升級。

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