光大证券：造车新势力差距或逐渐拉开关注弱复苏的结构性反弹机会

智通财经2023-06-06

智通财经APP获悉，光大证券发布研究报告称，预计5月新能源汽车销量环比改善，当前经销商库存预警指数下降至55.4%，回落至近两年来1-5月最低值，车市已呈弱复苏趋势。特斯拉出口结构改善+Model 3改款时间点临近，预计以价换量或进入尾声;叠加3Q23E末Cybertruck开启交付、以及马斯克访华后的相应事件落地预期抬升，预计短期特斯拉产业链有望受情绪修复。该行看好2023年具有较强车型改善周期...

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光大证券：造车新势力差距或逐渐拉开 关注弱复苏的结构性反弹机会

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光大证券：造车新势力差距或逐渐拉开关注弱复苏的结构性反弹机会