智驾概念股表现低迷 希迪智驾(03881)下跌12.36% 机构指当期具备底部配置性价比

金吾财讯
Jun 18

金吾财讯 | 港股智驾概念股表现低迷,截至发稿,希迪智驾 (03881) 跌 12.36%,图达通 (02665) 跌 6.75%,京东方精电 (00710) 跌 5.77%,佑驾创新 (02431) 跌 5.00%,中国重汽 (03808) 跌 4.42%,知行科技 (01274) 跌 4.33%,泽景股份 (02632) 跌 4.16%。消息面上,中信建投新近研究指,智驾板块自去年底回调幅度更深,部分标的甚至创了历史新低,市场风偏下行及缺少新催化是主因。未来行情核心触发点或在特斯拉FSD(监督版)入华、全球订阅率持续提升、Robotaxi进一步规模部署等,智驾向高而行的中长期趋势依旧清晰,当期具备底部配置性价比。

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