通用汽车股价下跌，一季度销量疲软，高利率与油价拖累需求

环球市场播报04-02

通用汽车（General Motors）周四公布2026年第一季度美国市场交付数据，销量同比下降约10%，不及市场预期，拖累股价在盘后交易中走低。高利率环境与能源成本上升正在对消费者购车需求形成双重压力。　　一季度销量数据　　通用汽车公布，2026年第一季度美国市场交付量为626，429辆，较上年同期的693，363辆下降9.7%。公司管理层将年初销售放缓归因于恶劣的冬季天气，导致买家购车意愿...

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Motors）周四公布2026年第一季度美国市场交付数据，销量同比下降约10%，不及市场预期，拖累股价在盘后交易中走低。高利率环境与能源成本上升正在对消费者购车需求形成双重压力。\n　　一季度销量数据\n　　通用汽车公布，2026年第一季度美国市场交付量为626，429辆，较上年同期的693，363辆下降9.7%。公司管理层将年初销售放缓归因于恶劣的冬季天气，导致买家购车意愿...</p>\n\n<a 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Motors）周四公布2026年第一季度美国市场交付数据，销量同比下降约10%，不及市场预期，拖累股价在盘后交易中走低。高利率环境与能源成本上升正在对消费者购车需求形成双重压力。\n　　一季度销量数据\n　　通用汽车公布，2026年第一季度美国市场交付量为626，429辆，较上年同期的693，363辆下降9.7%。公司管理层将年初销售放缓归因于恶劣的冬季天气，导致买家购车意愿降低、经销商客流减少。\n　　不过，通用汽车表示3月份已出现明显反弹。随着天气条件改善，展厅客流量和实际销售量在季末均呈现强劲回升态势，表明需求更多是递延而非实质性崩溃。\n　　市场份额亮点\n　　尽管总交付量下滑，通用汽车仍稳居美国汽车市场销量冠军。公司在全尺寸皮卡等高利润关键领域的市占率进一步扩大，同时保持美国第二大电动车卖家的地位，凯迪拉克电动车销量同比增长20%。\n　　股价表现\n　　通用汽车周三常规交易收盘价为75.04美元，上涨0.72%。但在交付数据公布后，周四早间该股下跌3.2%。今年迄今，通用汽车股价已累计下跌约7%。\n　　高利率与油价的双重压力\n　　分析师指出，当前宏观经济环境对汽车需求形成压制。一方面，美国联邦税收抵免已于2025年9月到期，取消了每辆电动车7，500美元的购车补贴，对电动车销售造成冲击。另一方面，近期中东局势紧张推动油价飙升，布伦特原油已突破每桶107美元，汽油价格上涨可能进一步抑制消费者的购车意愿，尤其是对高油耗车型的需求。\n　　机构展望\n　　尽管短期面临挑战，华尔街对通用汽车仍持偏乐观态度。TipRanks数据显示，在19位分析师中，15人给予“买入”评级，3人“持有”，1人“卖出”，平均目标价为95.50美元，较当前水平隐含约27%的上行空间。通用汽车将于4月28日公布第一季度完整财报，市场预期EPS为2.60美元，营收437亿美元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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