摩根大通：汽车行业现状

North America Equity Research May 30, 2025 State of the Auto Industry Updated Thoughts on Tariffs: Section 232 Automotive Sectoral Tariffs Unaffected by ITC Ruling; Setup Favors Rentals > Suppliers > OEMs; Suppliers Attractive on Valuation One Big Beautiful Bill: Legislation Threatens ~52% of Tesla's Profits, Suggesting Yet Another Round of Significant Negative Estimate Revisions Tesla Valuation Disconnect: Negative Estimate Revisions Are Nothing New for TSLA Shares Completely Divorced from Increasingly Det ...