【瑞银:特朗普关税对供应链的破坏力或远超疫情】瑞银的分析师在一份研究报告中指出,特朗普提议对在美国境外生产的汽车及汽车零部件征收25%的关税,这对需求的破坏程度可能会比疫情对供应链问题所造成的影响更为严重。分析师们表示,如果这些关税持续实施,汽车价格将不得不大幅上涨以抵消成本,福特或通用汽车在美国销售的每辆车的价格可能会上涨约4000至5000美元。他们称,很难说这会对需求造成多么严重的影响。分析师们还称,与疫情后因供需失衡导致价格飙升时相比,如今消费者和经济所处的形势更加不确定。截至发稿,福特股价下跌3.8%,通用汽车股价下跌7.3%,而斯特兰蒂斯股价下跌3%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.