大行評級|大摩:重申補貼將成為智能手機OEM和供應鏈的短期正面催化劑
摩根士丹利發表研究報吿指,內地手機補貼將從1月20日開始,對售價6000元以下的手機、平板電腦和智能手錶提供15%的補貼,上限為500元。不過,消費者可在其他折扣之外再獲得國家手機補貼,意味着實際折扣可能超過500元。大摩表示,中國推出消費補貼的時機早於預期,重申補貼將成為智能手機OEM和供應鏈的短期正面催化劑,並預計小米、舜宇光學科技、瑞聲科技、比亞迪電子及丘鈦科技將成為主要受惠者。
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