晨星:美持久关税下汽车制造商估值承压 欧洲车企在美市场艰难

格隆汇
27 Mar

格隆汇3月27日|晨星公司的股票分析师雷拉・苏斯金写道,如果美国的关税永久性地持续下去,汽车制造商的估值可能会受到20%至30%的冲击。不过,苏斯金补充称,目前的股价为投资者提供了一定的安全边际,这些股票的交易价格较晨星公司所评估的估值大幅折让。欧洲汽车制造商一直在加大在美国的业务布局,以应对欧洲市场增长乏力的情况。然而,苏斯金表示,由于美国汽车价格很可能大幅上涨,预计需求将会下降,这将削弱他们...

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