Kev lag luam ntsib qhov kev pheej hmoo siab ntawm kev lag luam poob qis, Ford (F) CEO Jim Farley hais rau CNBC rau hnub Tuesday, ib lub lim tiam tom qab lub tuam txhab tsheb tau ceeb toom cov tub ua lag luam ntawm $ 1 nphom hauv cov nqi xa khoom tsis txaus ntseeg thiab cov khoom tsis txaus hauv peb lub hlis twg. Tab sis Lub club tab tom ua raws li Ford vim peb ntseeg tias nws muaj dab tsi nws yuav siv los ua kev lag luam macroeconomic headwinds thiab muab kev cuam tshuam. Farley tau hais tias "Qhov kev pheej hmoo tau nce mus rau qhov kev poob qis me ntsis los ntawm txhua qhov ntsuas peb tau pom," Farley tau hais. "Rau peb ua lag luam peb pom kev nce nqi zog, ntau tus nqi nkag tau nce. Peb tab tom ua peb qhov zoo tshaj plaws los kov yeej lawv… thiab peb muaj txoj haujlwm loj los ua tus nqi tshwj xeeb rau Ford txawm li cas los xij, ”nws hais ntxiv. Tus thawj coj ntawm Club tuav Ford kuj tau tham txog kev txhim kho hauv nws cov chips tsis txaus, txawm tias nws tau ceeb toom tias lub tuam txhab tuaj yeem ntsib kev cuam tshuam ntawm cov saw hlau mus txog xyoo tom ntej. Thaum Ford shares tsis muaj kev poob siab los nyob rau hauv kev ntxhov siab - cov khoom lag luam poob ntau dua 40% xyoo-rau-hnub - Investing Club tab tom saib mus ntev rau peb cov peev ntawm Ford thiab tsis cuam tshuam los ntawm qhov tshwm sim rau lub sijhawm luv luv. . Jim Cramer tau hais rau hnub Wednesday nws yuav tsis muag Ford ntawm no. "Kuv pom qhov no me ntsis absurd, hais ncaj ncees, vim tias muaj teeb meem thoob plaws ib puag ncig, tab sis qhov tseem ceeb yog qhov xav tau. Yog tias koj muag Ford ntawm no, koj muag nws ntawm 5% tawm los, "nws hais ntxiv. Nyuam qhuav pib lub lim tiam, Jim tau hais tias cov tub ua lag luam uas tsis muaj ib feem ntawm Ford yuav tsum yuav "ua phem" kom tau txais txiaj ntsig ntawm cov txiaj ntsig. Ford lub lim tiam dhau los tau hais tias nws cia siab tias peb lub hlis twg cov nyiaj tau los hloov kho ua ntej cov paj laum thiab se (EBIT) yuav nyob nruab nrab ntawm $ 1.4 billion thiab $ 1.7 billion, zoo dua li $ 2.99 billion kwv yees los ntawm cov kws tshuaj ntsuam, txawm tias nws tau lees paub txog kev ua haujlwm puv xyoo ntawm kev kwv yees ntawm $ 11.5 billion. rau $12.5 billion. Lub tuam txhab automaker tau ua haujlwm ntawm kev tsim kho lub tuam txhab cov nqi kom nyob twj ywm ua ntej ntawm kev sib tw los tsim hluav taws xob tsheb, ib cheeb tsam uas xav tias yuav nce kev lag luam yav tom ntej. Supply chain pressure Lub lim tiam dhau los, feem ntawm Ford poob mus rau lawv qhov qis tshaj plaws hauv ntau dua 11 xyoo thaum lub tuam txhab tshaj tawm qhov tsis txaus. Hauv nws cov nyiaj tau los saib ua ntej, Ford tau hais tias nws cia siab tias yuav muaj 40,000 txog 45,000 lub tsheb tsis tiav thaum kawg ntawm lub quarter thib peb uas yuav tsum tau muag hauv kab. Farley tau hais tias "Kuv xav tias nws yuav siv sijhawm ib ntus - nws tuaj yeem siv tau yooj yim mus txog rau xyoo tom ntej, thiab qhov kev thov yuav tsum tau poob rau peb kom muaj qhov xav tau los daws qhov teeb meem no," Farley tau hais. Cov neeg siv khoom xav tau tseem muaj zog rau Ford cov khoom lag luam nrov, ua ke nrog lub tuam txhab cov kev sib tw ntau lawm. "Peb muaj lub txhab nyiaj xaj ntau xyoo tam sim no rau peb cov tsheb lag luam," tus CEO sau tseg. Nyob rau hauv lub teeb ntawm Ford qhov kev hloov kho qhov muag pom, Citi txo qis nws lub hom phiaj rau Ford shares rau $ 13 los ntawm $ 16. Hauv tsab ntawv tshawb fawb hnub Tuesday, lub tsev txhab nyiaj tau hais tias nws tau hloov kho downwards nws hloov kho EBIT kwv yees rau tag nrho lub xyoo, mus rau $ 11.5 billion los ntawm kev kwv yees yav dhau los ntawm $ 11.8 billion, hais txog qhov nyuaj macroeconomic backdrop, thoob ntiaj teb raug thiab ntau dua tus nqi headwinds. Tab sis lub tsev txhab nyiaj tseem pom cov tuam txhab tsheb tsim cov hauv paus raws li "macro resilient." Ford, uas tau hais tias nws tau cog lus los txhawb kev tsim khoom, tsis ntev los no tau tshaj tawm $ 700 lab kev tsim peev hauv Kentucky uas xav tias yuav tsim 500 txoj haujlwm tsim khoom los txhawb kev tsim tsheb tshiab. Chips tsis txaus Txawm hais tias muaj kev sib tw ntawm cov saw hlau txuas ntxiv, Farley tau hais tias lub tshuab hluav taws xob tsis txaus siab tau txhim kho. Qhov tseeb, qhov tsis txaus ntawm cov lus nug tsis yog cov chips ntsig txog, uas ua rau peb xav tias cov automaker muaj kev tswj hwm ntau dua li cov tub ua lag luam paub, thiab tuaj yeem ua rau kev muag khoom tsis tau nyob rau yav tom ntej. "Peb tab tom pom qhov xwm txheej chips tau zoo dua. Nws tsis txaus los muab kev lag luam xav tau lossis cov neeg siv khoom xav yuav, tab sis nws tau zoo dua, "Farley hais. “Dab tsi tshwm sim tam sim no txawv. Hauv peb lub hlis dhau los peb tau pib pom cov teeb meem xa khoom ntawm cov teeb meem tsis yog chip. " (Jim Cramer's Charitable Trust yog ntev F. Saib ntawm no kom paub cov npe tag nrho ntawm cov khoom lag luam.) Raws li ib tus neeg siv khoom rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom kev lag luam ua ntej Jim ua lag luam. Jim tos 45 feeb tom qab xa daim ntawv ceeb toom kev lag luam ua ntej yuav lossis muag cov khoom lag luam hauv nws qhov kev ntseeg siab ntawm cov ntaub ntawv. Yog tias Jim tau tham txog ib qho khoom lag luam ntawm CNBC TV, nws tos 72 teev tom qab tshaj tawm tsab ntawv ceeb toom ua ntej ua lag luam. COV NTAUB NTAWV QHIA TXOG QHOV CHAW UA HAUJ LWM yog ua raws li peb cov lus cog tseg thiab cov xwm txheej thiab txoj cai ntiag tug, ua ke nrog peb qhov kev tsis lees paub. TSIS TXAUS SIAB RAU LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB TSEV KAWM NTAWV, LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM koj tau txais cov ntaub ntawv qhia txog kev sib txuas nrog lub koom haum ua lag luam. 
Ford CEO Jim Farley poses ib sab ntawm tus qauv ntawm Ford F-150 Lightning electric pickup truck ntawm Ford Rouge Electric Vehicle Center hauv Dearborn, Michigan, Plaub Hlis 26, 2022.
Rebecca Ua Noj | Xov Xwm Reuters
Kev lag luam ntsib kev pheej hmoo siab ntawm kev lag luam nyiaj txiag, Ford (F) CEO Jim Farley hais rau CNBC rau hnub Tuesday, ib lub lim tiam tom qab lub tuam txhab tsheb tau ceeb toom cov tub ua lag luam ntawm $ 1 nphom hauv cov nqi xa khoom tsis txaus ntseeg thiab cov khoom tsis txaus hauv peb lub hlis twg. Tab sis Lub club tab tom ua raws li Ford vim peb ntseeg tias nws muaj dab tsi nws yuav siv los ua kev lag luam macroeconomic headwinds thiab muab kev cuam tshuam.
Tau qhov twg los: https://www.cnbc.com/2022/09/28/ford-ceo-farley-sees-risk-of-recession-amid-inflation-and-supply-disruptions-.html