金吾财讯 | 美股汽车股表现疲软，截至发稿，极星汽车（PSNY）跌4.05%，蔚来（NIO）跌3.81%，Lucid Group（LCID）跌3.81%，Rivian Automotive（RIVN）跌3.21%，特斯拉（TSLA）跌2.82%，Stellantis NV（STLA）跌2.64%。消息面上，媒体报道称，美国总统特朗普此前威胁，从2027年1月1日起，将对从加拿大进口的汽车、卡车及汽车零部件征收50%的关税，是目前25%税率的两倍。而加拿大方面回应，将对美国关税采取“美元对美元”的对等反制。牛津经济研究院指出，如果汽车关税进一步叠加实施，美国整体有效关税率可能升至10.1%或10.4%，具体取决于符合《美墨加协定》规则的商品是否能够获得关税豁免。目前，美国汽车消费者在很大程度上尚未直接承受关税成本。牛津经济研究院估计，美国新车价格目前仅较没有关税情况下的原有趋势水平高出约0.4%，原因是汽车制造商和经销商吸收了此前大部分关税成本。如果此前的关税成本全部转嫁给消费者，新车价格本应较原有趋势水平高出接近5%。
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