周一盘中,通用汽车(GM)股价大跌5.02%,投资者对美国总统唐纳德·特朗普提高钢铁和铝进口关税的计划反应强烈。
据报道,特朗普总统计划将钢铁和铝的进口关税从25%提高到50%,新税率将于本周三生效。这一举措可能会显著增加汽车制造商的生产成本,其中通用汽车作为美国最大的汽车制造商之一,受到的影响尤为明显。
尽管如此,一些分析师仍对通用汽车的前景保持乐观。汇丰银行周一将通用汽车的目标价从39美元上调至48美元。然而,这一利好消息似乎未能抵消关税上调带来的负面影响。投资者担心,提高关税可能会削弱通用汽车的利润率,并可能导致汽车价格上涨,从而影响销量。
通用汽车在韩国设有制造厂,生产一些经济型SUV如Trax。新的关税政策可能会影响这些海外生产基地的成本结构,进一步加剧投资者的担忧。随着贸易局势的持续发展,市场将密切关注通用汽车及其他汽车制造商的应对措施。
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