SA 提问：谁将受到 USMCA 贸易协议不续签的最大影响？
总结完成，以下是我提取的核心信息Seeking Alpha 分析师 Gabriel Romano 和 Jack Bowman 讨论了受到 USMCA 非续约影响的公司。Romano 强调了由于汽车零部件暴露而受到影响的 Nemak、Grupo Industrial Saltillo 和 Grupo KUO，同时指出 Vesta 和工业房地产投资信托面临近岸投资风险。Bowman 认为，由于依赖当前贸易豁免的跨境供应链，福特、通用汽车和大众汽车等汽车制造商受到的影响最大
Earlier this month, the Trump administration declined to agree to a 16-year renewal of the USMCA free trade pact with Mexico and Canada, citing concerns about ongoing trade deficits with the two countries. As a result of the move, the agreement will be reviewed annually by the signatories until it officially expires in July 2036, unless it is renew...