汽车行业周报:小米YU7正式上市 18小时锁单24万台

华创证券有限责...
29 Jun

本周汽车板块表现依旧偏弱,部分个股受新品催化。Beta 角度,预计Q3 销量季节性偏淡,Q4 大概率超预期,但Q4 投资情绪会受市场对明年行业政策及需求透支担忧影响。因此投资上,我们建议淡化beta、强化alpha,尽量选择个股特征鲜明标的,同时可以关注未来1 个季度里对低位零部件的布局。投资建议:1. 整车:推荐江淮汽车,重点关注小米集团,建议关注理想汽车。#小米 Yu7 上市订单超预期、破圈...

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