港股異動 | 汽車股普漲 廣汽集團(2238.HK)升逾5%領漲
格隆匯3月2日丨汽車股普漲,廣汽集團(2238.HK)升逾5%領漲,吉利、長城汽車、比亞迪股份等漲逾2%。個股方面,吉利下屬子公司已完成首發雙星定型研製,今年發射入軌。板塊上,中金近日發研報指,商務部、廣東省和中汽協等單位釋放了多重穩定行業信號,該行認為穩定行業的組合政策具有較大潛力,能夠對今年車市銷量形成強託底,並提振市場情緒。整車板塊,中金仍然建議結合持有期限擇優佈局個股。在經銷商板塊方面,建議關注新車銷售回暖及行業出清為龍頭經銷商帶來的投資機會,推薦中升、永達等。此外據悉,中國汽車流通協會最新調查結果顯示,近五成經銷商認為3月汽車市場需求增加。
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