【交银国际：7月新品周期驱动车市增长 品牌表现呈现分化】智通财经APP获悉，交银国际发布研报称，7月数据继续验证需求端环比修复，但品牌表现呈现分化。展望后市，新车型密集上市、智能化配置下探和渠道效率提升，将继续推动品牌间竞争从单纯的价格竞争转向产品力、智能化和运营效率的综合竞争。配置上，建议继续关注三条主线：一是出口业务高增长且具备规模优势的整车龙头;二是新品周期明确、智能化能力持续迭代的新势力;三是具备VLA/世界模型、人形机器人、低空经济等物理AI
延展能力的标的。
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