摩根大通-特斯拉美国产车型的“去中国化”战略

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📄 文件全名
摩根大通-特斯拉美国产车型的“去中国化”战略-9页.pdf
🎯 适合读者
战略规划行业研究员
📊 核心数据
  1. Tuopu’s China to US export exposure dropped to 13% in 1H25 vs. 20% in
  2. 2024 (18% of the 20% in 2024 was for Tesla). (2) In Southeast Asia:
🏷️ 核心议题
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报告摘要

Asia Pacific Equity Research This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the w

📋 核心要点(部分)

  1. 17 November 2025
  2. 2024 (18% of the 20% in 2024 was for Tesla). (2) In Southeast Asia:

❓ 常见问题

《摩根大通-特斯拉美国产车型的“去中国化”战略》主要包含哪些内容?

Asia Pacific Equity Research This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the w核心数据:Tuopu’s China to US export exposure dropped to 13% in 1H25 vs. 20% in;2024 (18% of the 20% in 2024 was for Tesla). (2) In Southeast Asia:。

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覆盖 2025 年,全文约 9。

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