国联民生证券：家电板块2026年行情或值得期待估值向上有空间

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智通财经APP获悉，国联民生证券发布研报称，预计2026年家电基本面走势为内需盘整、外需底部改善，总体表现平稳，国补政策过渡之年，基本面或难展望较大弹性。家电板块2026年行情或值得期待，一是基本面预期有望向上，贸易摩擦缓和、海外降息预期正向，家电企业出海表现或有惊喜，内需也有创新活力、品类外拓等关注点;二是风格切换后具备弹性，2025H2的相对跑输已经超过了2014-2015H1阶段的科技行情，...

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国联民生证券：家电板块2026年行情或值得期待 估值向上有空间

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国联民生证券：家电板块2026年行情或值得期待估值向上有空间