“随着新能源车的渗透率上升，下游的整车以及下游的这些智能化的应用，可能会逐步成为新的一个关注的点。同时大家也非常一致看好，长期来讲，智能座舱、自动驾驶一定是整个电动车一个发展的未来。”
“有一类公司我们就要特别关注它的短期的静态估值，就是那些已经到达了稳定阶段、到达天花板的公司，要非常看重它的静态估值。”
“看待科技创新类的企业，估值是要结合静态的估值数字以及这些企业的未来的成长预期。”
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