周二盘中，新能源汽车制造商Lucid Group（LCID）股价大涨8.68%，引发市场关注。这一涨势与整个新能源汽车板块的普遍上涨趋势相一致。
据报道，新能源汽车股整体表现强劲。除Lucid Group外，Rivian上涨5.14%，特斯拉（TSLA）上涨4.46%，蔚来（NIO）上涨3.54%，理想汽车（LI）上涨1.51%。这波涨势可能与近期美国政策变化有关。
摩根士丹利最新研报指出，特朗普日前宣布对新车和零部件征收25%的关税，预计将导致美国汽车价格整体上涨10%-12%。这一政策可能会提高进口车型的成本，从而增强国内电动汽车制造商如Lucid Group的竞争力。投资者可能正是看好这一政策对Lucid等美国本土电动车企业的潜在利好，推动了其股价的强劲上涨。
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