金吾财讯 | 汽车股多数走强，截至发稿，北京汽车(01958)涨5.38%，吉利汽车(00175)涨5.21%，长城汽车(02333)涨4.21%，广汽集团(02238)涨4.47%，零跑汽车(09863)涨3.98%。消息面上，中国汽车协会公布数据显示，10月汽车出口54.2万辆，按月增长0.5%，按年增长11.1%。其中，乘用车出口46.5万辆，按月增长1.8%，按年增长10.7%；商用车出口7.6万辆，按月下降6.6%，按年增长13.6%。国海证券发研报指，政策作用持续显现+密集新车上市，积极看待后续汽车板块机会。基于9月密集的新车上市催化（蔚来乐道、极氪7X/智界R7等），以及以旧换新政策支持下的汽车整体消费景气提升（地方政策的刺激作用预计11月显现），我们预计11月汽车零售景气有望继续提升，建议积极参与汽车板块机会，维持汽车行业“推荐”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.