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港股异动|汽车股集体走强东风集团(0489.HK)大涨5%领涨
格隆汇 07-24 10:33
格隆汇7月24日丨今日汽车股表现强势,东风集团大涨5%领涨,广汇宝信大涨4.44%,吉利汽车、雅迪控股涨近4%,广汽集团、华晨中国、长城汽车等皆上涨。今年1至5月,全国汽车产销低位运行,而6月汽车零售额出现大幅攀升,港股、A股两市汽车板块6月以后表现出明显涨势。分析人士指出,上半年车市是以“去库存”为主特征,下半年的“补库存”趋势将进一步显现。随着一系列政策措施效果显现、8月厂家进货量增长以及宏观面上美联储下半年降息预期利好行业,相信汽车行业中期走势会明显改善,近期个股迎来布局契机。值得一提的是,昨日北汽集团收购戴姆勒5%股份,A股午盘北汽系个股直线上涨。日前汽车龙头东风集团获摩根大通增持195万股。
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