文|程似骐 陶亦然 陈怀山 马博硕 胡天贶 李粤皖近期第三批“以旧换新”国补已陆续下发地方,乘用车板块消费景气有望改善,本周零跑B01等新车型发布,关注下周理想i8新车,“反内卷”趋势下新车预期及高端化品牌仍为板块结构性行情核心;本周末WAIC(世界人工智能大会)高规格高关注度开幕,上海发放首批L4运营牌照,叠加本周特斯拉Q2业绩会对智驾和机器人进展指引积极,L2智驾国标或落地在即,板块密集催化下...
Source Link文|程似骐 陶亦然 陈怀山 马博硕 胡天贶 李粤皖近期第三批“以旧换新”国补已陆续下发地方,乘用车板块消费景气有望改善,本周零跑B01等新车型发布,关注下周理想i8新车,“反内卷”趋势下新车预期及高端化品牌仍为板块结构性行情核心;本周末WAIC(世界人工智能大会)高规格高关注度开幕,上海发放首批L4运营牌照,叠加本周特斯拉Q2业绩会对智驾和机器人进展指引积极,L2智驾国标或落地在即,板块密集催化下...
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