金吾财讯 | 中信建投证券研究指，根据乘联会数据，9月1-13日乘用车零售51.5万辆，同比下降23%，环比增长4%；全年累计零售同比下降21%。“金九”成色较弱，新能源零售渗透率突破70%。近日广汽集团筹划重大资产重组，内需承压外需强劲的景气现状延续，受出口退税退坡等政策预期扰动，板块持续震荡；商用车基本面维持稳健，重视低估值强业绩龙头标的阶段性回调配置机会；机器人重点关注特斯拉9月加州工厂开启整机量产以及V3潜在发布时点，智驾板块当前关注度仍在低位，核心压制因素在于L3/L4的技术及商业化突破。
Disclaimer: 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.