UBS Sell-side卖方

UBS Equity Preference List European Automobiles 2026 07 31

Aug 2, 202618 pages页

From the report报告摘录Concentration Risk: 35% Ferrari + 45% German automakers/suppliers (BMW, Porsche, Mercedes, Continental) creates severe single-stock/region exposure; France (Michelin, Valeo) adds minimal diversification.

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