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What is the impact of the North American tariff war? The price increase of electric Autos in the USA may be as high as $12,000.
① Trump announced that starting Tuesday, a 25% tariff will be imposed on Commodities from Mexico and Canada, causing widespread concern in the market; ② A survey shows that the US Autos Industry will be impacted, with new electric vehicle prices potentially increasing by up to $12,000, leading to a decline in sales; ③ The US automobile manufacturing industry is worried, as the tariffs will disrupt the integration of the North American automotive supply chain and cause unprecedented damage.
Jensen Huang strongly supports the "physical AI," and Goldman Sachs has organized the list of publicly listed companies.
According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.
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