A股異動丨賽力斯升停,6個交易日累升50%,股價創今年3月底以來新高
格隆匯6月19日丨近期表現活躍的賽力斯(601127.SH)今日繼續走強,午後封升停板,報價38.16元,股價創今年3月底以來新高。該股自6月12日上升至今,6個交易日累升50%。賽力斯曾在6月14日發佈股票交易異常波動公吿稱:AITO問界M5智駕版即將開啟交付,引發部分媒體關注及熱議。除此之外,公司未發現對公司股票交易價格可能產生較大影響的媒體報道或市場傳聞。東吳證券近日發研報指出,智能化帶來車企格局變化,硬件增量帶來供應鏈機會。國內L3智能駕駛落地具備里程碑意義,加速本輪AI創新在汽車端的應用,帶動產業鏈新的機會。具備以下特徵的車企有望從中收益:一、小鵬汽車、特斯拉等智能化有先發優勢且新車週期有所改善;二、理想汽車、比亞迪等電動化頭部優勢建立且加速智能化;三、賽力斯/江淮汽車等華為合作伙伴智能技術儲備好且下半年有望新車加速。

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