摩根士丹利：全球电动汽车追踪-中国的电动化主导时代

June 9, 2025 04:00 AM GMT Autos & Shared Mobility | North America Global EV Tracker: China's Era of Electric Domination Global EV sales in April were up 38% y/y, driven by China which experienced 51% y/y growth (EU also at +30%). Global share gainers were led by Geely, XPeng, BAIC and Dongfeng while losers of share included Tesla, Mercedes, GAC and Toyota. Tesla global sales down 17% y/y and down 15% y/y in the US. I'd greatly appreciate your support for the Morgan Stanley Auto & Auto Parts team in this yea ...