中信建投：7-8月或成机器人做多窗口
2026-07-08 00:22:41
据界面新闻报道，中信建投研报称，本周乘用车及机器人板块涨幅较好，6月乘用车主机厂产销数据（尤其出口）修复悲观预期；特斯拉人形机器人Optimus弗里蒙特产线临近量产、宇树IPO注册获中国证监会同意，7-8月或成为产业催化及趋势验证的做多窗口期。研报还称，商用车出口销量稳健，业绩有望兑现，全年仍看好汽车高端化与出海行情，并认为机器人及智驾板块部分底部alpha标的具备性价比。
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