每(mei)經(jing)AI快訊，銀(yin)河證券(quan)11月14日(ri)研報(bao)指出，家(jia)電(dian)(dian)(dian)(dian)行業景(jing)氣如期恢復，優質標的(de)受公募基金堅(jian)定持有(you)。隨(sui)著(zhu)地產端(duan)筑底改(gai)善(shan)(shan)(shan)(shan)和(he)促消(xiao)(xiao)費政策(ce)逐步(bu)發(fa)力，家(jia)電(dian)(dian)(dian)(dian)內(nei)(nei)需有(you)望(wang)(wang)得到支撐(cheng)，疊加四季度國(guo)內(nei)(nei)外(wai)節慶促銷來臨，助力家(jia)電(dian)(dian)(dian)(dian)消(xiao)(xiao)費活力釋(shi)放。海(hai)外(wai)庫存逐步(bu)去化(hua)、人民(min)幣兌(dui)美元匯率走低、海(hai)運費持續回落(luo)等利好(hao)因素共振，出口改(gai)善(shan)(shan)(shan)(shan)態勢有(you)望(wang)(wang)延續。當前板塊(kuai)估值依然處(chu)于(yu)較低位置，安全邊際較高。建議關注三條(tiao)投資主線，有(you)望(wang)(wang)受益(yi)(yi)于(yu)出口改(gai)善(shan)(shan)(shan)(shan)的(de)白電(dian)(dian)(dian)(dian)龍頭，推薦(jian)美的(de)集團和(he)海(hai)爾智家(jia)；有(you)望(wang)(wang)受益(yi)(yi)于(yu)地產邊際改(gai)善(shan)(shan)(shan)(shan)的(de)廚電(dian)(dian)(dian)(dian)，推薦(jian)老板電(dian)(dian)(dian)(dian)器；國(guo)內(nei)(nei)外(wai)節慶促銷帶動景(jing)氣回升的(de)清潔電(dian)(dian)(dian)(dian)器，推薦(jian)石頭科(ke)技(ji)。