核心观点:当前时点,汽车2月产销数据陆续发布,乘用车淡季将过,即将迎来密集新车催化。重卡及客车好于预期,商用车(尤其出口)景气及业绩预期相对占优。智驾及机器人板块围绕特斯拉进展等事件是交易核心,3月前后催化有望密集落地,包括:FSD全面入华、Optimus V3定型发布、春晚机器人表演、Cybercab量产等,当前建议积极布局科技和传统车企两个方向。推荐组合:江淮汽车、潍柴动力、宇通客车、金龙汽车...
Source Link核心观点:当前时点,汽车2月产销数据陆续发布,乘用车淡季将过,即将迎来密集新车催化。重卡及客车好于预期,商用车(尤其出口)景气及业绩预期相对占优。智驾及机器人板块围绕特斯拉进展等事件是交易核心,3月前后催化有望密集落地,包括:FSD全面入华、Optimus V3定型发布、春晚机器人表演、Cybercab量产等,当前建议积极布局科技和传统车企两个方向。推荐组合:江淮汽车、潍柴动力、宇通客车、金龙汽车...
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