中信建投:特斯拉robotaxi開始運營 新車、內需和出口仍為主線
中信建投指出,近期L4自動駕駛行業催化不斷,特斯拉於6月22日在美國奧斯特推出基於FSD的Robotaxi試運營服務,Robovan龍頭九識、新石器和白犀牛訂單加速放量,L4自動駕駛行業今年迎來拐點。機器人板塊(科技成長)、整車新車週期仍是汽車板塊投資主線,新車、內需和出口等因素仍是確定性較強的結構性增量,前期行業受主機廠淡季開啟促銷活動影響情緒,近期終端訂單有所回暖,當前仍然存在預期修復或上行空間。
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