大摩：建议投资者寻找智能驾驶等主题性投资机会 偏好理想汽车-W(02015)等
摩根士丹利发布报告称，看好“造车新势力”，即理想汽车-W(02015)、小鹏汽车-W(09868)及蔚来-SW(09866)，在自动驾驶技术领域中看好禾赛科技(HSAI.US)，另外憧憬广汽集团(02238)及敏实集团(00425)等具增长前景。另认为美东汽车(01268)新车业务将受到抑制，而长城汽车(02333)则缺乏有竞争力的电动车新车型推出。
该行指出，在中国汽车及共享出行市场中看好具有深度价值及投资题材的股份，同时也推荐已遭大幅抛售的股份，预料部分公司受到扭亏为盈的预期所支持。由于市场预期降低，令近期汽车相关股价出现回调，大摩表示将维持持平的行业观点，相信去年乘用车销量走强，并不会破坏行业周期性，在行业销售增长可能乏力的情况下，建议投资者寻找主题性投资机会，例如智能驾驶技术的应用趋普及等。
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