SA 提問：誰將受到 USMCA 貿易協議不續簽的最大影響？
總結完成，以下是我提取的核心信息Seeking Alpha 分析師 Gabriel Romano 和 Jack Bowman 討論了受到 USMCA 非續約影響的公司。Romano 強調了由於汽車零部件暴露而受到影響的 Nemak、Grupo Industrial Saltillo 和 Grupo KUO，同時指出 Vesta 和工業房地產投資信託面臨近岸投資風險。Bowman 認為，由於依賴當前貿易豁免的跨境供應鏈，福特、通用汽車和大眾汽車等汽車製造商受到的影響最大
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...