大和:中國汽車品牌超賣是買入機會 看好小鵬汽車等股
大和發表研究報吿表示,中國汽車工業在超賣的情況下是買入機會。該行建議在疲軟時買入基本面強勁的超賣品牌,包括力勁科技(0558.HK)、小鵬汽車(9868.HK)、及理想汽車(2015.HK),後兩者受到特斯拉帶動的情緒及美國ADR退市擔憂的影響。然而,由於兩者都在香港上市,所以擔心應該最小。該行又推薦比亞迪(1211.HK),認為公司不僅受到新能源汽車市場疲軟情緒的影響,還受到特斯拉未來潛在供應商的擔憂。
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