本报告导读：近一周，申万汽车指数上涨2%，新能源整车指数相对持平，汽车零部件指数上涨2%，商用车指数上涨4%。速腾聚创25 年大幅减亏，特斯拉首辆Cybercab下线。投资要点：[T abl投e_S资um策m略ar与y]建 议：我们维持行业“增持”评级，看好：1）AIDC发电装备需求高速增长，推荐柴发+燃气发电机组+SOFC 多元布局的潍柴动力，AI 相关业绩占比正不断提升。2）液冷是汽车零部件...
Source Link本报告导读：近一周，申万汽车指数上涨2%，新能源整车指数相对持平，汽车零部件指数上涨2%，商用车指数上涨4%。速腾聚创25 年大幅减亏，特斯拉首辆Cybercab下线。投资要点：[T abl投e_S资um策m略ar与y]建 议：我们维持行业“增持”评级，看好：1）AIDC发电装备需求高速增长，推荐柴发+燃气发电机组+SOFC 多元布局的潍柴动力，AI 相关业绩占比正不断提升。2）液冷是汽车零部件...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.