The ceasefire situation between the US and Iran has resurfaced, triggering concerns about supply disruptions and driving oil prices higher. In the Hong Kong and US stock markets, new energy vehicles have become a core focus for capital seeking safe-haven and strategic positioning, with the sector outperforming the broader market: since March, the automotive sector has risen over 12%, with Geely Auto surging more than 47% against the trend, while Leapmotor and Nio have gained over 30%.

Industry experts believe that high energy prices will accelerate industry consolidation, with leading companies possessing technological and cost advantages capturing more market share. Amid ongoing geopolitical risks, do you think this rally will continue? Which company do you favor?