金吾财讯 | 中信建投发研报指，本周2月乘用车销量数据及蔚来、理想年报发布，叠加上周小鹏二代VLA智驾发布会，整车板块景气预期筑底后存在结构性α推动行情企稳回升。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，4月前后催化有望密集落地，包括:FSD全面入华、Optimus V3定型发布、Cybercab量产等。
金吾财讯 | 中信建投发研报指，本周2月乘用车销量数据及蔚来、理想年报发布，叠加上周小鹏二代VLA智驾发布会，整车板块景气预期筑底后存在结构性α推动行情企稳回升。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，4月前后催化有望密集落地，包括:FSD全面入华、Optimus V3定型发布、Cybercab量产等。
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