大和：看好AI与自动化相关标的首选潍柴动力(02338)

智通财经2025-12-01

智通财经APP获悉，大和发布研报称，选了中国工业与运输业各子领域的关键首选个股。整体而言，相较于运输类股，该行更看好AI与自动化相关标的——尤其是人形机器人、半导体生产设备(SPE)、自动化与燃气引擎(AIDC主题)等领域。对重卡、航运运价、航空及整体物流领域持更谨慎态度。该行预期AI相关股票在年底前将面临获利了结压力，但持续看好AI主题及本土化趋势至2026年，此为“十五五”规划的关键方向。该行...

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大和：看好AI与自动化相关标的 首选潍柴动力(02338)

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大和：看好AI与自动化相关标的首选潍柴动力(02338)