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汽車板塊走強 長安汽車、長城汽車雙雙漲超7%
格隆匯7月5日丨汽車板塊午後持續走強,長安汽車、長城汽車雙雙漲超7%,海馬汽車、比亞迪漲超4%,東風汽車、廣汽集團、江鈴汽車、北汽藍谷等紛紛跟漲。中信證券研報指出,由於未來5年的替換週期到來將為行業帶來有效需求增量、行業也在智能電動的變革浪潮中迎來重啟,“智能化”+“全球替代”的核心供應鏈標的預計將受益。中信證券表示,短期看,隨着汽車芯片供應改善與原材料價格趨於平穩,7月起行業有望逐步環比改善,當前機構在汽車板塊持倉佔比相對較低,配置性價比高。

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