China vende más autos en México y casi no los importa
Descripción del Episodio
Acá descargas la app Afore SURA: https://afore-sura.onelink.me/OLqF/h5ky0gy3
Los autos chinos ya son 1 de cada 6 que se venden en México y hoy arranca la tercera ronda del T-MEC con el sector automotriz en el centro. Además: Cemex encabeza las pérdidas de la Bolsa Mexicana, la FDA se retracta con Taylor Farms y Samsung lanza tarjeta para retarle a Apple.
En este episodio:
● EL FOCO, CEMEX: Cayó casi 4% y encabezó las pérdidas de la Bolsa Mexicana, arrastrada por el nervio Estados Unidos-Irán y la antesala del T-MEC.
● AUTOS CHINOS Y EL T-MEC: Ya son 1 de cada 6 autos nuevos en México pese al arancel de 50%. Hoy el auto domina la nueva ronda del T-MEC.
● TAYLOR FARMS: La FDA admite un falso positivo de Cyclospora, pero el rastreo sigue apuntando a la lechuga del centro de México retirada en 27 estados.
● ALSEA: Recortó su guía 2026 tras un desplome de 52% en ganancias; el freno de Starbucks en México prende el foco del consumo.
● TRUMP CONTRA CANADÁ: Firmó un arancel de 50% a productos canadienses un día antes de negociar con México. El T-MEC da certidumbre, pero no garantía.
● PARAMOUNT Y WARNER: Un juez frenó dos semanas la fusión de 81,000 mdd tras la demanda de 12 estados por borrar competencia.
● ROBOTAXIS DORMIDOS: En Austin, 99 pasajeros se quedaron dormidos en los Waymo; sin chofer, el 911 carga con despertarlos. Y la pregunta es quién paga el costo real.
● SAMSUNG RETA A APPLE: Lanzó en EE.UU. la Galaxy Card con Barclays, sin anualidad y 5% de cashback en compras Samsung contra el 3% de Apple.
¿No entiendes nada de la sección de mercados? No te preocupes, acá va nuestra guía: https://www.espressomatutino.com/markets-guide
Activa la 🔔, dale seguir y comparte con quien anda viendo coche nuevo.
Chapters
- 00:00:00 BIENVENIDA
- 00:01:13 MERCADOS
- 00:01:45 EL FOCO
- 00:02:36 AUTOS CHINOS
- 00:05:55 SURA
- 00:06:26 TAYLOR FARMS
- 00:08:08 ALSEA
- 00:09:06 CANADÁ
- 00:10:06 ROBOTAXIS
- 00:11:58 SAMSUNG
- 00:13:16 ¿QUÉ MÁS PASA?
- 00:15:31 EL NÚMERO
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