美国电动车制造商Rivian Automotive（RIVN）今日盘中股价大跌5.85%，引发市场关注。此次股价下跌主要受到公司下调全年交付目标的影响，这一决定与特朗普政府的关税政策密切相关。
Rivian在最新发布的第一季度财报中表示，尽管公司的汽车全部在美国生产，但仍无法避免特朗普政府关税政策的影响。公司将2025年的电动汽车交付预期从此前的4.6万至5.1万辆下调至4万至4.6万辆。同时，受关税预期影响，公司还将全年资本支出预测从16亿至17亿美元上调至18亿至19亿美元。
值得注意的是，Rivian第一季度财报实际表现超出华尔街预期。公司报告每股亏损0.41美元，优于预期的0.76美元；营收12.4亿美元，高于预期的10.1亿美元。然而，由于需求疲软，Rivian第一季度汽车交付量同比大幅下降，仅交付8640辆汽车，而去年同期为13588辆。为应对关税政策带来的挑战，Rivian宣布将在美国投资1.2亿美元加强供应链建设，包括在伊利诺伊州工厂附近建设供应商园区。
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