从持仓方面分析,以弘毅远方汽车产业升级A为例,该产品在2024年四季度末重仓了宁德时代、小米集团、比亚迪、小鹏汽车、吉利汽车、拓普集团、保隆科技、宇通客车、银轮股份、领益智造。步入2025年以来,智能驾驶领域利好消息频出,尤其是随着比亚迪全民智驾战略发布会的召开,智能驾驶相关的车企和供应链在二级市场得到了重点关注。“首先,从产业链角度看,比亚迪的智能化布局将推动上下游企业的协同发展,比如,激光雷达...
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