核心观点:商用车景气度超预期叠加乘用车beta见底、智驾机器人beta开始修复核心观点:主机厂6月产销数据整体符合预期,进入7-8月行业淡季(叠加去年高基数),市场对行业景气预期或有波动,乘用车板块随着明年补贴政策退坡,预计9月开始迎来销量快速增长,beta上行。此外,当前临近中报业绩期,绩优汽零标的关注度有望回升,而智驾及机器人板块在经历调整后,当前开始底部区间,建议积极配置。商用车板块景气预期...
Source Link核心观点:商用车景气度超预期叠加乘用车beta见底、智驾机器人beta开始修复核心观点:主机厂6月产销数据整体符合预期,进入7-8月行业淡季(叠加去年高基数),市场对行业景气预期或有波动,乘用车板块随着明年补贴政策退坡,预计9月开始迎来销量快速增长,beta上行。此外,当前临近中报业绩期,绩优汽零标的关注度有望回升,而智驾及机器人板块在经历调整后,当前开始底部区间,建议积极配置。商用车板块景气预期...
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