全球汽~1

26 March 2026 Global Autos Global Autos: High oil prices reshape demand (over time) — Boost for Chinese EVs and Japanese hybrids, Headwinds for U.S. gas- guzzlers Masahiro Akita +81 3 6777 6998 masahiro.akita@bernsteinsg.com Venugopal Garre +65 6326 7643 venugopal.garre@bernsteinsg.com Stephen Reitman +44 20 7762 5535 stephen.reitman@bernsteinsg.com Harry Martin, CFA +44 20 7676 8965 harry.martin@bernsteinsg.com While rising oil prices cool appetite for cars overall ... Auto sales have typically exhibited a ...