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中信建投:機器人及智駕迎密集催化,短期科技成長主線或仍佔優
中信建投研報表示,本週上海車展開幕,主機廠新車型集中亮相,自主品牌通過智能化上攻重塑品牌力,華為、地平線及Momenta等頭部智駕供應商密集宣發。整體內需改善及科技成長仍為汽車板塊兩條清晰投資主線,前者依賴刺激政策進一步加碼及新車供給提振需求,後者依賴技術迭代、客户拓展及風偏上修。
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