Qhov sib piv ntawm ob lub tuam txhab thiab ob qhov kev lag luam yog ceeb toom rau cov tuam txhab tsheb thiab cov tub ua lag luam, raws li ib tus kws tshuaj ntsuam.
Tshiab kws tshuaj xyuas txoj kev Pierre Ferragu: koj puas xav tau ntau tus thwjtim? sau tseg cov teeb meem software yog tsim kev txhim kho qeeb rau
Volkswagen
(VOW3.Germany) hluav taws xob tsheb, raws li lus ceeb toom ntev dhau los los ntawm German media.
Volkswagen
tsis tau teb tam sim ntawd rau kev thov tawm tswv yim txog cov lus ceeb toom.
“Nco ntsoov
Nokia
vs.
Kua
,
” sau Ferragu. Nws hais tias
Nokia
(NOK) sim rov tsim kho nws qhov kev ua haujlwm tom qab kev qhia txog Apple (AAPL) iPhone. Nws tsis ua haujlwm thiab Nokia "tawm ntawm lub lag luam smartphone."
Ib yam li cov neeg tsim khoom siv xov tooj ntawm tes, Ferragu tsis ntseeg tias cov neeg tsim hluav taws xob ib txwm muaj peev xwm tsim tau hom EV systems thiab thev naus laus zis.
Tesla
(TSLA) tau tsim dhau nws 19-xyoo keeb kwm. "Txawm hais tias cov tuam txhab tsim hluav taws xob thoob ntiaj teb tab tom hloov mus rau hluav taws xob hauv txoj kev loj thiab muaj zog, nws tseem tsis zoo li lawv yuav muaj kev sib tw ncaj ncees rau Tesla," ntxiv Ferragu hauv nws daim ntawv tshaj tawm.
Nws muaj qhov taw tes. Tesla kev khiav hauj lwm-cov nyiaj tau paj tau paj hauv thawj peb lub hlis twg ntaus yuav luag 20%, thaum Volkswagen's yog kwv yees li 13%. Tesla ua rau EVs tau txais txiaj ntsig ntau dua li lwm lub tuam txhab tsim EVs lossis roj av siv tsheb tam sim no.
Tesla cov txiaj ntsig keeb kwm yog qhov laj thawj loj Ferragu pom lub tuam txhab tau txais kwv yees li 20% ntawm lub ntiaj teb kev ua lag luam rau lub teeb tsheb los ntawm 2030. Qhov ntawd yog qhov tseem ceeb vim tias
Toyota Tsav
(TM) thiab Volkswagen, qhov loj tshaj plaws pib tsim los ntawm ntim niaj hnub no, muaj kev lag luam sib faib ntawm kwv yees li 10% txhua.
Cov ntawv xov xwm sau npe
Lub Barron Hnub
Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.
Nws yog ib qho optimistic coj los ntawm ib tug nyuj. Ferragu tus nqi Tesla Tshuag ntawm Kev Yuav nrog $ 1,580 tus nqi phiaj, siab tshaj plaws ntawm Wall Street cov kws tshuaj ntsuam xyuas los ntawm Bloomberg.
Keeb kwm, ntawm chav kawm, tsis tas yuav rov ua nws tus kheej. Kev lag luam tsheb ib txwm sim hloov kho.
"Kuv tej zaum siv 25% ntawm kuv ib hnub hauv xov tooj nrog cov neeg tsis nyob hauv kev lag luam tsheb, kawm txog cov kab ke sib txuas, kev kawm txog kev tswj cov saw hlau, kawm txog koj yuav ua li cas pab pawg tshiab,"
Ford Tsav
(F) CEO Jim Farley hais rau Barron tus Jack Hough hauv kev xam phaj tsis ntev los no. "Qhov ntawd yog tej zaum kuv txoj haujlwm tseem ceeb tshaj plaws."
Farley tab tom hloov mus rau hauv cov qauv digital. "Qhov tseem ceeb tshaj plaws yog thaum kawg peb tau tsim cov khoom lag luam digital," said CEO. Tshaj-tus-huab cua software hloov tshiab thiab subscription muag rau tej yam xws li tus kheej-tsav nta yog qhov twg Farley yog steering Ford.
Ford tab tom siv nyiaj ntau lab rau nws lub tsheb hluav taws xob thiab kev tsav tsheb tus kheej. Lub tuam txhab tau xaiv los tig nws cov neeg muag khoom loj tshaj plaws rau hauv EVs: Mustang, F-150 thiab Transit Van. Tag nrho cov hluav taws xob F-150 tau pib xa mus rau cov neeg siv khoom xyoo no.
Dab tsi ntxiv, tsheb tsis yog xov tooj. Muaj cov cuab yeej tswj hwm kev nyab xeeb uas yog qhov tseem ceeb thaum tsim thiab muag tsheb. Tsis muaj kev sim kom cia tus menyuam muaj hnub nyoog 16 xyoo ua haujlwm iPhone.
Thiab lub hauv paus ntawm kev lag luam tsheb yog me ntsis txawv dua li cov xov tooj. Lawv raug nqi ntau dua thiab kav ntev dua. Ib tug tshiab-tsheb yuav tsav tsheb rau roughly xya xyoo. Hauv cov ntsiab lus ntawm smartphone, uas zoo li tseem muaj iPhone 6 niaj hnub no.
Tesla Tshuag thiab cov
S&P 500
ob leeg nyob ze ntawm txoj kab sib tw rau hnub Tuesday tav su.
Tesla Tshuag tau poob qis li ntawm 33% txog rau lub xyoo no. Feem ntau cov tsheb thauj khoom tau tawm tsam kom txog rau tam sim no hauv 2022. Kev nce nqi, nce paj paj, thiab kev poob nyiaj txiag ntshai tau cuam tshuam rau cov neeg ua lag luam kev xav mus rau txoj haujlwm. Los rau hnub Tuesday trading, automotive stocks nyob rau hauv lub
Russell 3000 Cov Lus Qhia
tau poob li ntawm 35% xyoo rau hnub tim ntawm qhov nruab nrab.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]