港股異動 | 汽車股走勢分化 東風集團漲近5% 恆大汽車跌5.5%
格隆匯5月5日丨港股汽車股走勢嚴重分化,東風集團漲近5%,廣汽、長汽漲超1%,恆大汽車大跌5.5%,比亞迪股份跌1.5%。瑞信認為,汽車股股價可能會在6月底之前開始復甦,因為投資者通常具有前瞻性,並料今年上半年的降價是一次性的,首選東風集團股份。據悉,全球汽車業呈芯片荒,短期恐無法解決。惠譽指內地首季乘用車零售受需求強勁及經銷商補貨所提振,助力克服車用芯片短缺帶來的挑戰。

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