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高盛解析汽车行业Q4财报:全球产销趋势喜忧参半 工业科技板块投资 ...
全球汽车销售和生产趋势喜忧参半。 高盛覆盖的美国汽车原始设备制造商 (OEM)预计今年销量平平,而跟踪的一级供应商在考虑其客户情况后,普遍预计2025年汽车产量将同比出现低至中个位数的下降,这主要是受OEM的库存削减计划,以及/或者其主要客户的市场份额下滑影响。
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