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汽車股集體拉昇,相關ETF及公司近期資金持續流入
格隆匯5月17日丨汽車股集體拉昇,汽車ETF盤中大漲超4%,連續4天資金淨流入,其中成分股長城汽車再漲停,近5個交易日累計漲幅近40%,長安汽車漲近7%,比亞迪漲近5%,北汽藍谷、廣汽集團、拓普集團等均大漲。消息面上,多部委力促汽車消費,各地正醖釀或出台購車補貼、放寬限購等促汽車消費政策措施,新一輪汽車下鄉政策有望近期出台。今天上海市疫情防控新聞發佈會,上海市衞生健康委副主任趙丹丹介紹,目前上海全市16個區都已全面實現社會面清零。 中金公司表示,隨着復工復產有序推進,疫情對產業鏈供應影響有望緩解,物流恢復後整車廠短期或將增加供應鏈補庫存採購,板塊情緒有望迎來修復,智能化創新+國產化將持續推進產業鏈中期成長。
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