在特朗普政府这一最新关税动态的推动下，美国卡车制造商帕卡(PCAR.US)股价小幅上涨，生产F系列 卡车的福特汽车(F.US)股价也获得小幅提振。 智通财经APP获悉，美国总统特朗普在其社交平台"真实社交"上发文表示，自11月1日起将对所有进口 至美国的中型及重型卡车加征25%关税。据悉，此项措施将适用范围从原定10月1日生效的仅针对重型 卡车政策进行了扩展，同时为从海外进口零部件的美国汽车制造商提供了缓冲空间。不过，特朗普未明 确说明关税是否会适用于受《美墨加协定》保护的进口车辆。 9月25日，特朗普曾表示，自10月1日起将对所有进口重型卡车加征25%关税，以强化国内制造业。根据 最新政策，总重量超过1万磅的中型及重型卡车及其零部件将适用此项关税。美国商务部已将卡车制造 业确定为"对国家安全至关重要的行业"。 ...

Group 1 - Ford's electric vehicle sales fell by 31.4% in Q2, primarily due to the suspension of the Mustang Mach-E sales and production halts for upgrades to the 2025 electric vehicle lineup [1] - The Mustang Mach-E sales dropped by 19.5% to 10,178 units, while the F-150 Lightning deliveries decreased by 26.1% to 5,842 units [1] - Ford recalled approximately 317,000 Mach-E vehicles to fix a software issue with the electronic door locks, which posed a safety risk [1] Group 2 - Despite the decline in electric vehicle sales, Ford's overall sales increased by 14.2%, driven by effective promotions for fuel and hybrid vehicles [2] - The F-Series truck total sales grew by 11.5%, and hybrid vehicle sales surged by 23.5% [2] - Ford is shifting its electric vehicle strategy to focus on developing affordable models priced below $30,000, expected to launch by 2027 [2]