国君汽车｜特斯拉产业链开启预期修正_老虎社区_美港股上老虎

国君汽车｜特斯拉产业链开启预期修正

国泰君安证券研究06:58

特斯拉产业链开启预期修正。马斯克薪酬法案通过后，特斯拉在机器人、FSD、汽车销售上有望持续推进，特斯拉产业链的预期将逐步修正，重点在机器人、智能驾驶以及国内配套产业链；随着赛力斯的持续批量交付，市场将逐步对华为智选合作车型的盈利能力形成预期，而2024年H2随着更多智选合作车型量产，对产业链的拉动效应将更加明显。整车推荐标的；智能化主线；高景气度新能源化主线。马斯克薪酬法案通过后，特斯拉各项业务...

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