通用汽车(GM)再次引发了市场的广泛关注,该公司在最新财报中虽然业绩超出预期,但股价在盘后交易中仍然大跌5.48%。导致这一结果的主要原因如下:
首先,投资者对通用的电动车业务未来增长前景感到担忧。虽然通用的电动汽车销量在2024年有所增长,但未达到目标,而且在整个市场中所占份额仅12%左右,远远落后于竞争对手特斯拉等。此外,电池补贴政策的变化也可能会影响通用电动车销量。
其次,特朗普政府提出对从加拿大和墨西哥进口的商品征收25%关税,这对在当地拥有大量制造业务的通用汽车来说是一记重击。预计如果关税落实,许多畅销车型的成本都将大幅上升,这将损害消费者需求并挤压通用的利润。
第三,通用在中国市场的前景也存在较大不确定性。报告显示,通用因在华合资企业重组产生了高达40亿美元的非现金支出。如果中国市场持续低迷,这将给通用的全球战略带来严重财务影响。
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