中信建投：乘用车出口持续超预期高景气成长方向积极布局

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智通财经APP获悉，中信建投发布研报称，本周主机厂3月产销量数据密集发布，出口及高端车销量表现再超预期，继续提示在海外因地缘冲突高油价下新能源乘用车出口将成为结构性强α。高油价及战争因素市场逐步脱敏，积极把握高景气度回调方向，AI带来的燃机景气度持续超预期、FSD在荷兰获批、机器人一级高景气度带来产业持续进化，当前优质龙头个股股价已逐渐企稳，Q2板块新催化下建议当前积极配置布局。中信建投主要观点...

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中信建投：乘用车出口持续超预期 高景气成长方向积极布局

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中信建投：乘用车出口持续超预期高景气成长方向积极布局