通用汽车(GM)周二盘后股价大涨5.44%,引发市场关注。主要原因或有以下两个方面:
第一,美国关税政策可能出现转折。美国商务部长卢特尼克当天表示,特朗普政府最早可能在当天宣布针对墨西哥和加拿大商品的关税减免途径。此前,特朗普政府曾对从这两个邻国进口商品征收25%的关税,令通用汽车等在当地拥有供应链的汽车制造商受到冲击。但如果关税政策转向,将为通用汽车等企业带来喘息机会,有利于支撑其股价上涨。
第二,通用汽车与特斯拉等企业的竞争格局有所改变,增强了通用的优势地位。据报道,针对特斯拉充电站的纵火事件有所增加,可能影响其扩张步伐。同时特斯拉在中国市场的销量也出现下滑。反观通用汽车,其合作伙伴比亚迪表示将与其携手推动新能源汽车变革,展现了通用在该领域的发展潜力。
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