美国总统特朗普政府上周三(3月26日)宣布对“所有非美国制造汽车”及部分零部件加征25%关税,新规将于4月2日正式生效,此举引发汽车股剧烈分化。通用汽车(GM)3月27日股价重挫逾7%,成为行业“重灾区”,而福特、Stellantis分别下跌3%和1%,特斯拉则逆势持平。分析指出,通用汽车深度依赖墨西哥供应链及整车进口,使其成为关税政策最直接冲击对象。德银报告强调:“特斯拉与福特因本土组装优势受...
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