光大证券：车市表现疲软 AI缺电或带动内燃机产业链投资机会

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智通财经APP获悉，光大证券发布研报称，高阶智驾或迎商业化拐点，人形机器人仍待事件催化。近期乘用车承压主要在于春节+政策退坡导致的1-2月销量回落、以及年初至今的存储芯片+电池+铝铜等原材料成本上涨导致的毛利率承压。AI算电协同驱动发电量需求大幅抬升，鉴于供需+基础设施迭代错配、叠加传统电源退役+风电等新能源不稳定输出等问题，预计燃气轮机/内燃机、SOFC燃料电池等存在相应放量的机会；其中，内燃机...

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