Daim phiajcim General Motors tau pom thaum muaj kev tshwm sim thaum Lub Ib Hlis 25, 2022 hauv Lansing, Michigan. - General Motors yuav tsim 4,000 txoj haujlwm tshiab thiab khaws 1,000, thiab ua kom cov roj teeb ntawm tes thiab hluav taws xob tsim khoom muaj peev xwm.
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DETROIT - Shares ntawm General Motors poob thaum ntxov ua lag luam hnub Tuesday, qhib ntawm lawv qhov qis tshaj plaws txij li lub Cuaj Hli tom qab Morgan Stanley txo qis lub tuam txhab cov khoom lag luam.
Lub Detroit automaker's 2022 kev taw qhia yog "zoo hauv qab peb qhov kev kwv yees," Morgan Stanley tus kws tshuaj ntsuam xyuas tsheb sab saum toj Adam Jonas tau sau rau hauv ib daim ntawv teev cov neeg ua lag luam, txo qis cov shares los ntawm hnyav hnyav rau qhov sib npaug. Nws kuj tau sau tseg txog kev txhawj xeeb txog kev hloov pauv ntawm GM mus rau lub tsheb hluav taws xob hauv kev txo qis lub txhab nyiaj lub hom phiaj 12 lub hlis ntawm GM cov Tshuag rau $ 55 los ntawm $ 75, nce 8.5% los ntawm nws cov nqi kaw hnub Monday.
Jonas hu ua qhov kev txo qis "qhov kev kwv yees txo qis tshaj plaws" los ntawm Morgan Stanley hais txog GM txij thaum pib muaj tus kabmob coronavirus thaum ntxov 2020.
Jonas tau sau tias "Peb lees paub qhov txo $ 20 hauv peb lub hom phiaj ntawm GM tus nqi yog qhov tseem ceeb thiab [yog] ua ke los ntawm qhov peb ntseeg tias yog 'kev hloov pauv' hauv peb qhov kev xav piv rau peb qhov kev nqis peev ua ntej," Jonas tau sau.
GM shares tau nqis los ntawm 5.5% thaum ntxov ua lag luam hnub Tuesday mus rau qis dua $ 48, tawm 29% los ntawm lawv 52-lub lim tiam siab ntawm $ 67.21 ib feem ntawm Lub Ib Hlis 5. Cov Tshuag 52-lub lim piam qis yog $ 47.07 ib feem.
GM qhov kev kwv yees xyoo 2022 suav nrog cov txiaj ntsig kev ua haujlwm ntawm $ 13 billion thiab $ 15 billion, lossis $ 6.25 thiab $ 7.25 cov nyiaj tau los ntawm ib feem, thiab cov nyiaj tau los ntawm $ 9.4 billion thiab $ 10.8 billion.
Morgan Stanley tau hloov kho nws cov nyiaj khwv tau los ntawm ib qho kev kwv yees rau GM yog $ 6.64, txiav ntawm kwv yees li 11% los ntawm nws qhov kev kwv yees yav dhau los ntawm $ 7.49.
Jonas tau hais tias thaum GM "muaj cov phiaj xwm loj" rau nws txoj kab tshiab ntawm lub tsheb hluav taws xob, muaj "nce kev pheej hmoo ua tiav ntawm qhov tseeb thiab txheeb ze ntau dua li peb tau ntseeg yav dhau los." Qhov ntawd tuaj yeem txhais ua qhov qeeb qeeb tshaj qhov xav tau ntawm EVs hauv North America.
GM tab tom npaj ua ke EV kev muag khoom ntawm 400,000 units hauv North America hauv 2022 thiab 2023, ntawm nws txoj kev mus rau qhov muaj peev xwm ntau dua 1 lab txhua rau Tuam Tshoj thiab North America los ntawm 2025.
Morgan Stanley yav dhau los kwv yees GM yuav muag 114,000 EVs thoob ntiaj teb xyoo no, ua raws li 600,000 xyoo 2025, tsis suav nrog Suav koom tes nrog Wuling uas muag EV me me hauv khw.
Jonas tau thawb lub tuam txhab kom faib nws Ultium roj teeb, EV thiab kev tsav tsheb khiav lag luam los ntawm tus so ntawm lub tuam txhab tsheb, uas CEO Mary Barra tau tsis kam lees.
Jonas kuj tseem hais txog Barra's "Ib Ib GM" lub tswv yim thiab qeeb-tshaj qhov kev cia siab hauv kev lag luam rau nws lub Cruise autonomous tsheb unit uas yog vim li cas rau kev txo qis.
Shares ntawm GM tau poob li ntawm 14% hauv 2021.
- CNBC's Michael Bloom contributed rau daim ntawv no.
Tau qhov twg los: https://www.cnbc.com/2022/02/08/gm-shares-slide-after-morgan-stanley-downgrade-on-evs-2022-guidance.html