智通财经APP获悉,中信建投发布研报称,汽车行业具备顺周期、成长及出海三条投资方向,26年政策预期走弱下行业顺周期属性弱化,建议淡化内需总量预期,聚焦行业格局及产业趋势变化。出海及成长有望成为核心投资重要方向,其中商用车具备低估值稳健红利属性;成长主线在于智驾/Robotaxi和机器人细分AI端应用,整车股科技属性强化下估值有望重塑,零部件将受益机器人等供应链突破打开新成长空间。中信建投主要观点...
Source Link智通财经APP获悉,中信建投发布研报称,汽车行业具备顺周期、成长及出海三条投资方向,26年政策预期走弱下行业顺周期属性弱化,建议淡化内需总量预期,聚焦行业格局及产业趋势变化。出海及成长有望成为核心投资重要方向,其中商用车具备低估值稳健红利属性;成长主线在于智驾/Robotaxi和机器人细分AI端应用,整车股科技属性强化下估值有望重塑,零部件将受益机器人等供应链突破打开新成长空间。中信建投主要观点...
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