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國泰君安:特斯拉產業鏈開啟預期修正
國泰君安研報認為,特斯拉產業鏈開啟預期修正。馬斯克薪酬法案通過後,特斯拉在機器人、FSD、汽車銷售上有望持續推進,特斯拉產業鏈的預期將逐步修正,重點在機器人、智能駕駛以及國內配套產業鏈;隨着賽力斯的持續批量交付,市場將逐步對華為智選合作車型的盈利能力形成預期,而2024年H2隨着更多智選合作車型量產,對產業鏈的拉動效應將更加明顯。整車推薦標的;智能化主線;高景氣度新能源化主線。
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