【文/观察者网 柳白】 就连法利在驾驶了小米SU7后也表示，他不想离开这辆车。福特现在正在重新打造自己的电动汽车，从 一款售价3万美元的皮卡做起，试图直接与中国汽车正面竞争。 "我总会不由自主地想起你：你的长续航、你的模块化内饰、你那大得离谱的中控屏。" 斯特恩难掩内心喜悦。 "请回到美国来吧……为了我。"这是《华尔街日报》科技专栏作家乔安娜·斯特恩（JoannaStern）写给 中国电动汽车的一封"情书"。 斯特恩最近在美国新泽西州驾驶小米SU7 Max两周后，彻底爱上了这款中国电动汽车。"试驾中国电动 汽车的体验如此美好，我再也不想买美国车了。"她在1月30日发表的一篇文章中，讲述了自己对小米汽 车的深刻印象。 就像其他中国制造的汽车一样，小米SU7 Max实际上也被挡在美国市场之外。不过去年末，斯特恩一位 曾在小米工作过的朋友买了这辆车，并获得了在美国临时驾驶的许可，斯特恩才得以在新泽西开上了 它。 斯特恩在文中晒出了若干张这辆SU7 Max的照片 斯特恩感慨："我与这辆车相处的时光证实了汽车行业专家们长久以来的说法：天哪，中国正在赢得数 字化增强的电动汽车竞赛！" 她表示，小米、比亚迪和吉利等中国电动 ...

Group 1 - The Trump administration's policies favoring gasoline vehicles have led to a significant decline in electric vehicle (EV) investments in the U.S., raising concerns about the country's competitiveness against China in the global EV race [1][2] - Since January, the Trump administration has canceled tax incentives for EV purchases and proposed the repeal of greenhouse gas emission regulations, contrasting sharply with the previous Biden administration's support for the industry [2][3] - Investment in the U.S. EV sector dropped nearly one-third year-on-year to $8.1 billion in the last three months, with approximately $7 billion in planned investments being canceled from April to September [2] Group 2 - Analysts predict that the shift in U.S. policy will reshape the industry landscape, potentially strengthening China's position in the EV market and undermining the EU's resolve to implement a ban on internal combustion engine sales by 2035 [2] - Forecasts for U.S. EV sales have been downgraded, with pure electric vehicles expected to account for only 7% of sales by 2026, significantly lower than previous estimates [4] - By 2030, the projected market share for pure electric vehicles in the U.S. is only 18%, compared to 40% in Europe and 51% in China, indicating a substantial lag [4] Group 3 - The renewed focus on internal combustion engine vehicles is seen as beneficial for the industry in the short term, potentially generating billions in revenue, but poses long-term risks as Chinese companies continue to advance in EV development [5] - Traditional U.S. automakers face a dilemma as they profit more from gasoline vehicles while fearing being outpaced by Chinese competitors in the EV sector [4][5] - Ford reported a $3.6 billion loss in its EV business over the past nine months, while its gasoline and hybrid vehicle operations generated a profit of $2.3 billion, highlighting the financial challenges in the EV market [6]

Core Viewpoint - The article highlights the growing gap between the electric vehicle (EV) industries in the U.S. and China, exacerbated by the recent policy shifts under the Trump administration, which have led to a significant decline in U.S. EV investments [1][3]. Investment Trends - U.S. EV-related investments fell nearly one-third year-on-year in Q3, dropping to $8.1 billion [1]. - Approximately $7 billion in EV investment plans were canceled between April and September [1]. - In contrast, Chinese EV supply chain companies invested about $16 billion overseas last year, surpassing domestic investments for the first time since 2014 [7]. Market Predictions - AlixPartners predicts that by 2026, pure electric vehicles will account for only 7% of total U.S. sales, a significant reduction from previous forecasts [3]. - By 2030, the share of pure electric vehicles in the U.S. is expected to be 18%, compared to 40% in Europe and 51% in China [3]. Industry Responses - Traditional automakers face a dilemma due to the Trump administration's support for gasoline engines, as they seek profits from gasoline vehicles while fearing competition from Chinese firms like BYD and Geely in the EV market [3]. - Stellantis announced a record investment of $13 billion in the U.S. over the next four years to increase production of gasoline and hybrid vehicles [4]. - Ford's CEO described the revival of gasoline engines as a "multi-billion dollar opportunity," despite the company's EV business losing $3.6 billion in the first three quarters of the year [5][6].