港股異動 | 汽車股逆勢上漲 BRILLIANCE CHI漲5.4%
格隆匯11月7日丨港股汽車股逆勢上漲,BRILLIANCE CHI(1114.HK)漲5.4%、廣汽集團(2238.HK)漲2.2%、吉利汽車(0175.HK)漲1.58%。萬聯證券指,預計四季度隨着汽車產銷弱復甦,上市公司業績有望持續回升,且當前行業估值依然偏低,建議加配汽車行業。中信證券指出,二季度是行業量、價的低點,三季度部分頭部車企盈利已經呈現觸底回升態勢,預計四季度隨着行業銷量增速轉正,有望出現估值修復行情,重點推薦港股低估值整車標的,包括長城汽車、吉利汽車和廣汽集團。
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