金吾财讯 | 瑞银分析师表示，自中东冲突爆发以来，欧洲汽车板块已下跌10%-15%，因市场担忧天然气和电力、铝以及树脂价格上涨，合计将使每辆汽车成本增加约1000欧元。此外，市场还担忧供应链稳定性，以及经济走弱对需求的潜在影响，尤其是中东地区的销售。对于高端/豪华车制造商而言，该地区仅占全球销量的2%，但高端车型（如迈巴赫和劳斯莱斯）占比最高，因此对盈利的影响显著更大。欧股保时捷(POAHY)股价下跌1%，雷诺(RNLSY)下跌0.9%；大众(VWAGY)和法拉利(RACE)下跌0.7%，梅赛德斯-奔驰下(MBGYY)跌0.3%。
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