摩根士丹利：欧洲关于美国可能对工业领域征收 50% 铜关税的初步看法

July 9, 2025 08:16 AM GMT Capital Goods | Europe Initial thoughts on a potential 50% US copper tariff for Industrials. A tailwind for Rexel and Prysmian In Cap Goods, Copper is typically a less important input cost relative to steel. However, we see specific companies like Rexel (2% US price rises) and Prysmian (Encore margins) that may stand to benefit near-term from potential Copper tariffs. However, demand destruction over time remains a concern. Key Takeaways What happened? News reports suggest US Presi ...