深圳这一波消费补贴要点
1，以电子产品＋家电为主，金额大，但非必选
2，为什么不搞必选的补贴，其实三四月已经补贴了，五一假期前后发了很多餐饮商超消费券，看来效果不错，五一假期天虹$Rainbow(002419.SZ) 人山人海
3，本次发放的消费券有品牌和型号定向，以深圳本土制造业产品为主，能看到部分家电类目深圳没有本土公司
4，电子产品产业链深圳太发达了，几乎都是本土产品补贴，别期待苹果$Apple(AAPL.US)了，小米$XIAOMI-W(01810.HK)都没有
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