中信建投研报表示随着市场高低切换下半年国补落地、行业“反内卷”和新能源购置税退坡预期背景下汽车行业即将迎来“金九银十”行_老虎社区_美港股上老虎

中信建投研报表示随着市场高低切换下半年国补落地、行业“反内卷”和新能源购置税退坡预期背景下汽车行业即将迎来“金九银十”行

智通财经2025-09-10

中信建投研报表示随着市场高低切换下半年国补落地、行业“反内卷”和新能源购置税退坡预期背景下汽车行业即将迎来“金九银十”行情。随着乘用车销量数据改善前期预期相对较低具备新品周期的优质整车和绩优汽零标的或将迎来估值上修行情；此外在新催化下产业趋势强化、高关注度宽流动性下仍具备β行情但个股α大于β产业链标的行情表现进一步进入“去伪存真”的验证阶段。机器人产业链处于持续催化状态关注英伟达等供应链、PEEK...

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