Evercore ISI cov kws tshuaj ntsuam xyuas Chris McNally thiab James West nyuam qhuav coj cov neeg siv khoom sim tsav. Cov pab pawg tau tsav lub hauv paus F-150 Lightning qauv, uas pib ntawm txog $ 40,000 tsis suav nrog ib qho kev txhawb siab, thiab Platinum tsab uas tuaj yeem khiav mus rau rau tus lej.
McNally tau sau tias "Peb zoo siab heev." "Tsis yog los ntawm xob laim xwb, tab sis kuj kawm ntxiv txog kev hloov pauv tectonic hauv Blue Oval kab lis kev cai nyob rau ob peb xyoos dhau los."
Ford
(ticker: F) ua haujlwm hnyav los yeej hauv EVs. Lub tuam txhab yog reorganizing nws tus kheej, hloov ua ib cheeb tsam tsom mus rau cov chaw lag luam nyob hauv EVs, tsheb tsoos, thiab cov neeg siv khoom lag luam.
Raws li kev sim tsav, McNally tsis suav nrog ntau cov ntsiab lus hais txog kev caij tsheb tiag tiag. (Pro xyuas yog zoo, Thiab Barron tus muaj kuaj tsav F-150 xob laim thiab. Kev caij tsheb yog du thiab acceleration impressive.) Nws tau taw qhia ntau yam nta thiab cov txiaj ntsig, xws li lub zog thaub qab rau lub tsev.
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.
"Lub Lightning muaj lub chassis tshiab ... thiab ua kom zoo rau EV kev ua tau zoo thaum kom meej meej khaws tib lub F-150 platform lub cev uas tsav (1) nplai thiab (2) muaj peev xwm los tso tawm tag nrho cov kev teeb tsa derivative," ntxiv tus kws tshuaj ntsuam.
Nws tau tawm los ntseeg tias cov neeg siv khoom yuav yuav lub tsheb, uas yog "qhov tseem ceeb" rau lub tuam txhab. Ford tau txais 200,000 qhov tshwj xeeb thiab muaj cov phiaj xwm rau kev khiav lag luam ntawm 150,000 ib xyoos los ntawm qhov kawg ntawm 2023. (Ford kaw qhov kev tshwj tseg tom qab 200,000.)
McNally zoo li nyiam lub tsheb, tab sis nws tsis ntsuas Ford Tshuag Kev Yuav. Nws muaj kev tuav pov hwm ntawm kev sib koom, tab sis nws lub hom phiaj tus nqi yog $ 18, kwv yees li 33% saum toj no qhov kev sib koom ua lag luam.
Qhov sib txawv ntawd tshwm sim vim Ford shares tau raug ntaus tsis zoo nyob rau lub hlis tsis ntev los no, swb li ntawm 25% nyob rau peb lub hlis dhau los.
General cov Motors lwm yam
(GM) Tshuag, hauv kev sib piv, yog tawm txog 22%. Cov neeg lag luam tau txhawj xeeb tias cov nyiaj tau los yuav raug cuam tshuam nrog cov nqi nce. Dab tsi ntxiv, kev thov rau cov tsheb tshiab tuaj yeem poob qis yog tias cov paj laum nce qeeb ntawm kev lag luam.
Ford Tshuag poob qis dua 1.1% hauv kev ua lag luam ua ntej. Kev ua lag luam tawm thiab.
S&P 500
thiab
Dow Jones Muaj Nruab Nrab
Lub neej yav tom ntej poob qis txog 0.7% thiab 0.5%, feem.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]
Vim li cas Cov Neeg Siv Khoom Yuav Yuav Ford's F-150 Lightning, Raws li cov kws tshuaj ntsuam
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/ford-stock-f150-lightning-ev-51652879404?siteid=yhoof2&yptr=yahoo