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A股異動丨消費電子股活躍 科森科技漲超7% 協創數據漲5.5%
格隆匯 04-18 09:52
A股消費電子概念股活躍,其中,科森科技、朝陽科技漲超7%,協創數據漲5.5%,傳藝科技、長盈精密、安科創新、華勤技術、歌爾股份跟漲。消息上,從相關上市公司披露的調研紀要看,與關稅相關話題是機構關注重點,如何應對關稅衝擊、都做了哪些準備被機構頻繁問及。對於消費電子板塊後市佈局價值,業內機構認爲,今年手機等電子產品被納入以舊換新政策範圍將帶動消費電子終端銷售景氣度提升,疊加部分電子消費產品被豁免美國“對等關稅”,短期內相關電子製造產業鏈可能迎來估值修復行情。(格隆匯)

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