8 月国内外智能汽车指数承压，跑输大盘。根据Wind 数据，2022/8/8 至 2022/9/9，智能汽车指数下跌11%，跑输沪深300 9pct。全球自动驾驶和电 动汽车指数下跌5%，跑输标普500 3pct。国内智能汽车各板块均承压，车 载显示、汽车芯片等板块全线回调。

一、行业回顾与展望 .......................................................................................4

1.1 智能车板块行情回顾 ..............................................................................4

1.2 重点数据跟踪 ........................................................................................6

1.3 新车资讯 ................................................................................................8

二、行业大事 ...............................................................................................15

2.1 行业新闻 .............................................................................................15

2.2 重点公司公告 ......................................................................................18

三、投资建议及推荐标的 ..............................................................................22

3.1 电车板块 .............................................................................................22

3.2 电子板块 .............................................................................................22

3.3 计算机板块 ..........................................................................................24

3.4 通信板块 .............................................................................................24

四、风险提示 ...............................................................................................24