港股異動 | 港A兩地汽車股走強 機構料汽車行業最低谷已過
格隆匯5月17日丨港股方面,蔚來汽車漲超7%,長城汽車、比亞迪股份漲超5%,小鵬汽車、理想汽車等均上漲;A股方面,中通客車漲停,長城汽車漲約5%,東風汽車、長安汽車均漲超2%。中汽協數據顯示,受長三角疫情的嚴重衝擊,4月行業銷量為118萬輛,同比、環比均大幅下滑。招商證券國際料行業最低谷已過,廠家普遍預期5月隨着供應鏈恢復,銷量有望明顯環比改善。預計5月供應鏈部分恢復,6月大部分恢復。大部分汽車股已在相對底部,建議逐步分批次逢低吸納。該行推薦長城汽車、吉利汽車等。


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