国信证券：看好汽车板块进入做多窗口期中长期看好出海及产业升级机会

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智通财经APP获悉，国信证券发布研报称，3月有望进入环比向上及新技术/新品周期，叠加4月车展，行业迎来催化密集期，看好汽车板块进入做多的窗口期。中长期维度，自主崛起和电动智能趋势下，看好出海及产业升级(机器人、智驾、AI等)的投资机会。地缘政治背景下汽车作为内需消费品，刺激政策有望加码，看好乘用车和国产替代零部件。国信证券主要观点如下：月度产销根据乘联会数据，2月全国乘用车市场零售103.4万辆，...

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国信证券：看好汽车板块进入做多窗口期 中长期看好出海及产业升级机会

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国信证券：看好汽车板块进入做多窗口期中长期看好出海及产业升级机会