中信建投发表观点:近期L4行业催化不断,特斯拉计划于6月12日在奥斯汀推出基于FSD的Robotaxi试运营服务,Robovan龙头九识、新石器和白犀牛订单加速放量,L4自动驾驶行业今年迎来拐点。机器人板块(科技成长)、整车新车周期仍是汽车板块投资主线,新车、内需和出口等因素仍是确定性较强的结构性增量,前期行业受主机厂淡季开启促销活动影响情绪,近期终端订单有所回暖,当前仍然存在预期修复或上行空间。...
Source Link中信建投发表观点:近期L4行业催化不断,特斯拉计划于6月12日在奥斯汀推出基于FSD的Robotaxi试运营服务,Robovan龙头九识、新石器和白犀牛订单加速放量,L4自动驾驶行业今年迎来拐点。机器人板块(科技成长)、整车新车周期仍是汽车板块投资主线,新车、内需和出口等因素仍是确定性较强的结构性增量,前期行业受主机厂淡季开启促销活动影响情绪,近期终端订单有所回暖,当前仍然存在预期修复或上行空间。...
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