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
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
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:。
本报告由摩根大通发布,发布于 2025 年。
覆盖 2025 年,全文约 9。
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适合战略规划、行业研究员等读者参考。
重点分析了战略等议题。