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港股異動丨手機產業鏈股回升,瑞聲科技升約2% 手機購新補貼出爐
格隆匯 01-10 10:47

手機產業鏈股拉昇回暖,舜宇光學升約4%,瑞聲科技升約2%,高偉電子升1.3%,丘鈦科技、比亞迪電子跟升。消息上,國家發展改革委、財政部日前發佈通知稱,實施手機等數碼產品購新補貼。對個人消費者購買手機、平板、智能手錶手環等3類數碼產品(單件銷售價格不超過6000元),按產品銷售價格的15%給予補貼,每位消費者每類產品可補貼1件,每件補貼不超過500元。天風證券研報認為,手機等產品購新補貼或拉動半導體需求。預計後面可以看到全國更多地區將手機等產品納入補貼範圍,在AI提升了新產品的使用體驗的背景下,預計購新補貼或加速消費者換機。(格隆匯)

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