中信建投：商用车及摩托车板块配置价值凸显积极增配机器人及智驾底部α标的

格隆汇07-30

中信建投指出，基于景气度及估值、成长空间这两条投资脉络，当前时间重点提示商用车、摩托车板块及机器人、智驾等物理AI板块的配置机会，前者出海支撑高景气及盈利兑现，且或受益于当前低估值稳健红利风格；后者股价经过近期剧烈回调已处于历史低位，产业趋势及成长空间依旧清晰，建议积极配置已经深入卡位的优质底部α标的。

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中信建投：商用车及摩托车板块配置价值凸显 积极增配机器人及智驾底部α标的

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中信建投：商用车及摩托车板块配置价值凸显积极增配机器人及智驾底部α标的