【中信建投：维持看多观点 关注智驾及机器人调整买点】金十数据3月4日讯，中信建投研报表示，本周智驾、机器人板块调整幅度较大，在基本面未有明显利空情况下，板块回调或因股价高位下获利资金兑现。基于产业趋势依旧清晰判断，维持看多观点，智驾关注3月开始比亚迪智驾版新车起量，摄像头等产业链中上游供需；机器人关注产业链有业绩支撑、定点高胜率及有预期差标的买点。看好2025年整车及智驾产业链估值重塑，整车投资机会在于智能化赋能后销量、利润的提升，零部件投资机会在于硬件公司在1—10阶段的业绩稳步兑现、拥有新技术+新商业模式供应商在0—1阶段的估值提升以及潜在供给环节存在瓶颈的方向。
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