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  巴克莱周二将美国汽车及出行行业评级从中性下调至负面,警告称唐纳德・特朗普总统的关税政策可能给汽车制造商的收益带来压力并抑制投资。

  这些评论与高盛上周的观点相呼应,当时这家美国经纪公司将其对美国今年汽车销量的预期下调了近100万辆。特朗普的关税政策一直在不断演变,尽管他暂时暂停了对大多数进口商品的征税,但对汽车、钢铁和铝的关税仍未改变。

  “在极具挑战性的环境中,为汽车行业制定近期投资计划变得越来越困难,”巴克莱分析师丹・利维说。

  “汽车关税似乎会持续存在,而且估值似乎没有充分考虑关税风险。”

  福特优于通用汽车

  巴克莱将通用汽车的评级从增持下调至中性,称该公司在美国销售的汽车中,近一半是在国外组装的,其经济型电动汽车在墨西哥生产。这家英国经纪公司“略为”倾向于福特,因为福特汽车在美国组装的比例更高。

  巴克莱还下调了汽车技术公司安波福、莫比伊全球和伟世通公司的股票评级,称由于价格担忧,汽车制造商可能会推迟增加更多技术投入。

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