春节后伴随核心资产的大幅回调，新能源汽车板块也出现了较大波动。基金经理普遍认为，新能源车板块当前估值已处于合理水平。近期伴随着一系列利好消息的推出，新能源汽车产业趋势正在加强，迎来较佳布局时点。
具体到投资方向，受访基金经理表示，一方面要长期持有核心竞争力突出、管理层优秀的公司。另一方面，也要根据短期供需情况，结合估值和基本面配置弹性较大的公司。
新能源板块估值已基本调整到位
去年涨幅亮眼得...
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