A股異動丨家電股普漲 美的集團漲3.6% 海信家電漲3%
A股家電股逆勢上漲,其中,美的集團漲3.6%,海信家電漲近3%,海爾智家、深康佳A漲超2%,TCL智家、格力電器、長虹美菱、澳柯瑪跟漲。消息上,華泰證券認爲,AI熱潮持續,AI+眼鏡作爲重要交互入口,2024年已有成熟產品量產發售,並在2025年CES上大放異彩。我們認爲AI+眼鏡率先普及離不開AI技術進步、產業鏈逐步成熟及產品精準定位,也爲AI+在家電領域的應用提供了範例。家電主要位於AI產業鏈的應用層和終端產品層,服務機器人、智能安防、影音、智能家居等或是未來AI+的主要方向。2025年2月10日國常會研究提振消費,支持促進“人工智能+消費”,更爲AI+家電發展注入動力。因此,未來AI+有望驅動家電大類成長,建議關注佈局領先的品牌企業。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.