一周一刻钟 大事快评(W096):整车投资策略更新

上海申银万国证...
03 Mar

本期投资提示:我们核心想要讨论在这一轮行情中,什么样的公司是值得被投资者去认真的看待和研究,所以需要对需求进行预判。延续我们2025 年度策略报告《智能为矛、需求为盾;新技术、新格局寻升级》中提到的观点,汽车行业需求受到政策托底而复苏,从而支撑住了行业整体、特别是拥有强势新车周期的车企的估值。①从智能化方向上来看,市场反响热烈,短期不用过于担心本次回调。②从购车补贴方面来看,2025 年的地方补贴...

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