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总结
白宫官网文章称，在特朗普政府相关经济与产业政策推动下，美国新车销量回升并创2019年以来最佳年度，借此反驳此前对政策效果的负面预测。与此同时，多家媒体与行业分析指出，本轮增长更多由高收入人群购车拉动，车价与购车成本上升使市场出现“疲态”迹象；随着电动车激励/补贴减少或到期、价格压力延续，分析师提醒车企警惕2026年需求可能放缓，对销量、利润与市场预期带来不确定性。
正文
Trump Policies Power U.S. Auto Sales to Best Year Since 2019 - Proving "Experts" Wrong (Again) The White House (.gov) New Car Sales Are Rising Thanks to Purchases by the Well-Off The New York Times U.S. new-car market downshifts heading into 2026 as pricing, end of EV incentives deter some shoppers Automotive News Analysts warn automakers of possible slowdown in 2026 The Detroit News US car market shows signs of fatigue as costs weigh on buyers Financial Times
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