行业竞争加剧，国际巨头为何重仓比亚迪？

迪厂2025-12-14

近半年，中国汽车市场竞争加剧，汽车板块股价整体弱于大盘。行业调整周期中，比亚迪逆势成为资本关注焦点，高盛、花旗、摩根士丹利等国际投行密集给予积极评级，方舟投资等长线资金加速布局，使其成为海外资本核心配置标的。资本布局核心标的，国际投行的看好基于对比亚迪长期价值的研判，高盛 11 月研报指出，海外市场将是比亚迪未来十年核心增长领域，预计 2025-2028 年盈利年均复合增长率 30%，海外利润...

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