格陵兰岛僵局引爆“关税炸弹” 欧洲车企应声集体暴跌

Group 1 - The core issue is the threat of increased tariffs by President Trump on European goods, particularly affecting the automotive sector, leading to significant stock price declines for major manufacturers [1][4] - Mercedes-Benz Group's stock fell by 6.7%, BMW by 7%, and Volkswagen by 5.4% in response to the tariff announcement [1] - The new tariffs will impose a 10% tax starting February 1, escalating to 25% in June, impacting countries like Germany and France that rely heavily on the U.S. market for sales and profits [1] Group 2 - Analysts estimate that the latest tariff measures could reduce the base earnings of German, British, and Swedish car manufacturers by approximately €3 billion (about $3.5 billion) annually [1] - European automakers are also facing challenges from declining sales in China and slower-than-expected transitions to electric vehicles, leading to a reduction in their electrification ambitions [4] - In retaliation, the EU is considering imposing tariffs on $93 billion worth of U.S. goods if the tariffs are enacted, and they plan to pause trade agreement approvals with the U.S. [4]