巴克莱-美股汽车行业：美国汽车和汽车零部件，软件定义的汽车
The Software Defined VehicleDigital natives (e.g., TSLA) are redefining the car as a software platform, creating a transformation challenge for legacy OEMs and suppliers. In suppliers, VC and APTV are best positioned (reiterate OW and Top Pick, respe