東吳證券:2025下半年開始汽車或應該參考2011年或2018年 行業又重新站到了一個新的十字路口
東吳證券發佈2025年下半年汽車行業投資策略研報表示,2025下半年開始汽車或應該參考2011年或2018年(底線思維),汽車行業又重新站到了一個新的十字路口。電動化行業紅利接近尾聲,智能化行業紅利正在努力銜接,商用車、兩輪車等子版塊成為好的投資補充領域。選擇兩條思路:1)尋找穿越週期α品種!2)堅定擁抱下一輪產業趨勢(智能化+機器人)。
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