投资要点40%885834.TI35%➢30%➢25%20%➢15%➢10%➢5%请阅读最后评级说明和重要声明0%-5%-10%000300.SH一、问界新M7上市销量超预期，华为汽车竞争力凸显................................................................31.问界新M7产品力提升，上市销量超预期...................................................................................................32.华为智选模式优势显著，全方面赋能AITO智能汽车.................................................................................3二、智选模式日渐成熟，看好华为智驾产业链.............................................................................51.赛力斯：华为整车产业链核心标的.............................................