中信建投：看好全年汽车出海行情
2026-06-24 23:53:45
中信建投研报称，中东地区停火协议达成，市场情绪有望迎来修复。 据36氪报道，5月汽车呈现内需承压、出口强劲特征；板块自4月底开始大幅回调筑底，当前内需悲观预期或已price-in，近期回调主因资金面“高低切”等流动性因素变化，全年依然看好汽车出海行情，并称机器人及智驾板块底部alpha标的具备高性价比。
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