EPISODE · Nov 5, 2025 · 35 MIN
Ep. 106 汽车行业次贷危机要来了吗？
from 谷哥爱跑题 The Low Traction Show
从最近几家高调破产的汽车相关企业，尤其是 Primalend 和 Tricolor 的新闻事件当中，看到几个共同点。除了显而易见的因素，如利率高企、经济下行、车价通胀以外，不是那么显而易见的是，特朗普的一系列（反）移民政策，无意中对subprime汽车市场造成了重击。这是怎么回事？我们今天借这两家在汽车产业链中的分别扮演“banker” 和 “dealer”角色的企业暴雷，来看看最近美国的汽车产业，尤其是金融板块，是不是出现了系统性的危机。需要提到一下，本人也并非汽车行业/汽车金融业的从业者，如果有哪些地方说的不完善，还望懂行的大神指正。我一如既往地欢迎大家加入到这个话题的讨论当中，留言、分享、甚至可以发邮件都行。(Music: Sia - One Million Bullets)
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Ep. 106 汽车行业次贷危机要来了吗？
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