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《大行報告》大和料汽車股未來數月獲利壓力持續 建議短線投資者中期業績後入市
大和發表報告,由於很多汽車股份自4月以來已由低位大幅反彈,加上政策缺乏進一步催化劑,以及今年上半年可能疲弱的業績導致負面情緒,預期內地汽車股於上半年業績公佈前將繼續面臨獲利回吐壓力。 大和又預期,內地今年餘下時間不會宣佈任何重大政策舉措,因此認爲汽車業將缺乏股價催化劑,建議短線投資者在上半年業績公佈後以更好的買入點重新審視行業。 行業中,大和首選比亞迪(01211.HK)、蔚來(NIO.US)、寧德時代(300750.SZ)、恩捷股份(002812.SZ)、雙環傳動(002472.SZ)及力勁科技(00558.HK)。
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