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加拿大正在推出一項全新的汽車策略,旨在為真正在國內設廠的車廠商提供更多優惠。這基本上是他們對特朗普政府推動將工廠運營轉移到美國的反制措施。新的框架旨在提升國內製造商的競爭力,同時重塑北美汽車供應鏈。隨著貿易政策緊張局勢升溫,這類保護主義措施可能在全球市場產生連鎖反應,並改變跨國公司在資本配置和區域擴展方面的策略——如果你在追蹤影響資產估值的宏觀趨勢,這值得關注。