【巴克莱:美国的关税对欧盟汽车行业来说可能更糟】金十数据4月3日讯,巴克莱分析师写道,对欧盟汽车制造商来说,美国关税可能会更糟,但它们仍未完全反映在价格中。美国确认对汽车进口征收25%的关税,但它们被免除任何额外关税,总体而言,这比叠加对等关税的最坏情况要温和得多。然而,该行现在认为,25%的关税将长期适用,导致成本上升,资本支出增加,消费者价格上涨,并可能导致销量下降。欧洲汽车制造商现在面临着艰难的选择,到底是自己承担多少成本,还是把多少成本转嫁给客户和经销商。巴克莱最青睐的欧盟品牌是法拉利和雷诺,而最不看好的是保时捷和宝马。
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