1e11ab12
2021-07-28
Tesla is inevtiabel
Ford’s Earnings Are Coming. It’s All About Communication.<blockquote>福特的财报即将公布。一切都是为了沟通。</blockquote>
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It’s All About Communication.<blockquote>福特的财报即将公布。一切都是为了沟通。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109400989","media":"Barrons","summary":"Get ready for what could be a wild earnings report from Ford Motor on Wednesday evening. The global ","content":"<p>Get ready for what could be a wild earnings report from Ford Motor on Wednesday evening. The global semiconductor shortage that is curtailing global automotive production is likely to slash both profits and cash flow. And what might happen to Ford‘s full-year financial forecasts is anyone’s guess.</p><p><blockquote>准备好迎接周三晚上福特汽车可能发布的疯狂收益报告吧。全球半导体短缺导致全球汽车产量减少，可能会大幅削减利润和现金流。福特的全年财务预测会发生什么，谁也说不准。</blockquote></p><p> Clean communication is what the stock needs to build on its gain of more than 50% so far in 2021. Car sales are hot, so plain speaking should be enough for the stock regardless of how an odd second quarter turned out.</p><p><blockquote>该股在2021年迄今已上涨超过50%的基础上需要干净的沟通。汽车销售火爆，因此无论第二季度的表现如何，坦率地说，对于该股来说应该已经足够了。</blockquote></p><p> Ford (ticker: F) created some confusion in April, when it disclosed its first-quarter earnings. It said it expected about $6.5 billion in 2021 operating profit, including the effects of the semiconductor shortage but not counting a $900 million gain on the sale of part of its stake in the electric-vehicle company Rivian.</p><p><blockquote>福特（股票代码：F）在4月份披露第一季度收益时引起了一些混乱。该公司表示，预计2021年营业利润约为65亿美元，其中包括半导体短缺的影响，但不包括出售电动汽车公司Rivian部分股份带来的9亿美元收益。</blockquote></p><p> The problem was that back in February,Ford had projected about $8.5 billion in 2021 operating profit, so at first glance, the forecast appeared to have been reduced. But the February number included the gain from Rivian and excluded the impact from the semiconductor shortage.</p><p><blockquote>问题是，早在2月份，福特就预计2021年营业利润约为85亿美元，因此乍一看，这一预测似乎被下调了。但2月份的数据包括了Rivian的收益，并排除了半导体短缺的影响。</blockquote></p><p> The implied impact of the shortage was about $1.1 billion, roughly what should have been expected given what other auto makers were saying. Still, the communication was, frankly,a little difficult to follow.Some analysts said they were confused.</p><p><blockquote>短缺的隐含影响约为11亿美元，考虑到其他汽车制造商的说法，这大致是预期的。尽管如此，坦率地说，这种交流还是有点难以理解。一些分析师表示，他们对此感到困惑。</blockquote></p><p> The stock dropped 9.4% the next day, sliding to $11.26 a share. On Monday, the shares closed at $14.03, bringing the year-to-date gain to about 56%.</p><p><blockquote>第二天，该股下跌9.4%，跌至每股11.26美元。周一，该股收于14.03美元，今年迄今的涨幅约为56%。</blockquote></p><p> For the second quarter, Wall Street is looking for a loss of 3 cents a share from $23 billion in sales. That would be a sharp reversal from the first quarter, when the company earned 89 cents from $36.2 billion in sales.</p><p><blockquote>华尔街预计第二季度销售额为230亿美元，每股亏损3美分。与第一季度相比，这将是一个急剧的逆转，当时该公司的销售额为362亿美元，盈利89美分。</blockquote></p><p> The problem is production, not demand. Ford said on its first-quarter earnings conference call that the global semiconductor shortage could hit second-quarter output by as much as 50%. We now expect to lose about 50% of our planned Q2 production, said CFO John Lawler. An increase from the 17% loss in Q1, making Q2 the trough for our performance this year.</p><p><blockquote>问题是生产，而不是需求。福特在第一季度财报电话会议上表示，全球半导体短缺可能对第二季度产量造成高达50%的打击。首席财务官约翰·劳勒(John Lawler)表示，我们现在预计第二季度产量将损失约50%。较第一季度17%的亏损有所增加，使第二季度成为我们今年业绩的低谷。</blockquote></p><p> What investors will want Wednesday evening is reassurance that there isn’t more bad news on the way. The shortage isn’t over, but investors would like to know that the second quarter was the worst of it. That would mean no new cuts to guidance due to a lack of semiconductors.</p><p><blockquote>周三晚上投资者想要的是保证不会有更多坏消息。短缺尚未结束，但投资者想知道第二季度是最糟糕的。这意味着不会因缺乏半导体而进一步削减指导。</blockquote></p><p> Production, the chip shortage, and the outlook for earnings in 2021 will be issues one, two, and three on the agenda for Wednesday evening. No. 4 is likely to be vehicle electrification.</p><p><blockquote>生产、芯片短缺和2021年盈利前景将是周三晚间议程上的第一、第二和第三个问题。第四位很可能是汽车电动化。</blockquote></p><p> For June, Ford reported a 117% year-over-year increase in electric-vehicle sales to 56,570. Sales of the Mustang Mach E came in at 12,975, up 27% from May.</p><p><blockquote>福特报告称，6月份电动汽车销量同比增长117%，达到56,570辆。野马Mach E的销量为12,975辆，比5月份增长27%。</blockquote></p><p> In May, Ford said it plans to spend $30 billion on vehicle electrification by 2025, up from a previously stated goal of $22 billion. The extra $8 billion is meant to support Ford’s plans to produce EV batteries.</p><p><blockquote>今年5月，福特表示，计划到2025年在汽车电气化上投入300亿美元，高于此前设定的220亿美元的目标。额外的80亿美元旨在支持福特生产电动汽车电池的计划。</blockquote></p><p> <i>Barron’s</i> recently wrote positively about Ford, believing new management could reinvigorate its EV plans and its existing product line. Since that article, Ford stock is up about 51%, better than the respective comparable 21% and 17% gains of the S&P 500 and Dow Jones Industrial Average.</p><p><blockquote><i>巴伦周刊</i>最近对福特持积极态度，相信新管理层可以重振其电动汽车计划和现有产品线。自那篇文章发表以来，福特股价上涨了约51%，好于标准普尔500指数和道琼斯工业平均指数分别21%和17%的涨幅。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford’s Earnings Are Coming. It’s All About Communication.<blockquote>福特的财报即将公布。一切都是为了沟通。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord’s Earnings Are Coming. It’s All About Communication.<blockquote>福特的财报即将公布。一切都是为了沟通。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-28 15:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Get ready for what could be a wild earnings report from Ford Motor on Wednesday evening. The global semiconductor shortage that is curtailing global automotive production is likely to slash both profits and cash flow. And what might happen to Ford‘s full-year financial forecasts is anyone’s guess.</p><p><blockquote>准备好迎接周三晚上福特汽车可能发布的疯狂收益报告吧。全球半导体短缺导致全球汽车产量减少，可能会大幅削减利润和现金流。福特的全年财务预测会发生什么，谁也说不准。</blockquote></p><p> Clean communication is what the stock needs to build on its gain of more than 50% so far in 2021. Car sales are hot, so plain speaking should be enough for the stock regardless of how an odd second quarter turned out.</p><p><blockquote>该股在2021年迄今已上涨超过50%的基础上需要干净的沟通。汽车销售火爆，因此无论第二季度的表现如何，坦率地说，对于该股来说应该已经足够了。</blockquote></p><p> Ford (ticker: F) created some confusion in April, when it disclosed its first-quarter earnings. It said it expected about $6.5 billion in 2021 operating profit, including the effects of the semiconductor shortage but not counting a $900 million gain on the sale of part of its stake in the electric-vehicle company Rivian.</p><p><blockquote>福特（股票代码：F）在4月份披露第一季度收益时引起了一些混乱。该公司表示，预计2021年营业利润约为65亿美元，其中包括半导体短缺的影响，但不包括出售电动汽车公司Rivian部分股份带来的9亿美元收益。</blockquote></p><p> The problem was that back in February,Ford had projected about $8.5 billion in 2021 operating profit, so at first glance, the forecast appeared to have been reduced. But the February number included the gain from Rivian and excluded the impact from the semiconductor shortage.</p><p><blockquote>问题是，早在2月份，福特就预计2021年营业利润约为85亿美元，因此乍一看，这一预测似乎被下调了。但2月份的数据包括了Rivian的收益，并排除了半导体短缺的影响。</blockquote></p><p> The implied impact of the shortage was about $1.1 billion, roughly what should have been expected given what other auto makers were saying. Still, the communication was, frankly,a little difficult to follow.Some analysts said they were confused.</p><p><blockquote>短缺的隐含影响约为11亿美元，考虑到其他汽车制造商的说法，这大致是预期的。尽管如此，坦率地说，这种交流还是有点难以理解。一些分析师表示，他们对此感到困惑。</blockquote></p><p> The stock dropped 9.4% the next day, sliding to $11.26 a share. On Monday, the shares closed at $14.03, bringing the year-to-date gain to about 56%.</p><p><blockquote>第二天，该股下跌9.4%，跌至每股11.26美元。周一，该股收于14.03美元，今年迄今的涨幅约为56%。</blockquote></p><p> For the second quarter, Wall Street is looking for a loss of 3 cents a share from $23 billion in sales. That would be a sharp reversal from the first quarter, when the company earned 89 cents from $36.2 billion in sales.</p><p><blockquote>华尔街预计第二季度销售额为230亿美元，每股亏损3美分。与第一季度相比，这将是一个急剧的逆转，当时该公司的销售额为362亿美元，盈利89美分。</blockquote></p><p> The problem is production, not demand. Ford said on its first-quarter earnings conference call that the global semiconductor shortage could hit second-quarter output by as much as 50%. We now expect to lose about 50% of our planned Q2 production, said CFO John Lawler. An increase from the 17% loss in Q1, making Q2 the trough for our performance this year.</p><p><blockquote>问题是生产，而不是需求。福特在第一季度财报电话会议上表示，全球半导体短缺可能对第二季度产量造成高达50%的打击。首席财务官约翰·劳勒(John Lawler)表示，我们现在预计第二季度产量将损失约50%。较第一季度17%的亏损有所增加，使第二季度成为我们今年业绩的低谷。</blockquote></p><p> What investors will want Wednesday evening is reassurance that there isn’t more bad news on the way. The shortage isn’t over, but investors would like to know that the second quarter was the worst of it. That would mean no new cuts to guidance due to a lack of semiconductors.</p><p><blockquote>周三晚上投资者想要的是保证不会有更多坏消息。短缺尚未结束，但投资者想知道第二季度是最糟糕的。这意味着不会因缺乏半导体而进一步削减指导。</blockquote></p><p> Production, the chip shortage, and the outlook for earnings in 2021 will be issues one, two, and three on the agenda for Wednesday evening. No. 4 is likely to be vehicle electrification.</p><p><blockquote>生产、芯片短缺和2021年盈利前景将是周三晚间议程上的第一、第二和第三个问题。第四位很可能是汽车电动化。</blockquote></p><p> For June, Ford reported a 117% year-over-year increase in electric-vehicle sales to 56,570. Sales of the Mustang Mach E came in at 12,975, up 27% from May.</p><p><blockquote>福特报告称，6月份电动汽车销量同比增长117%，达到56,570辆。野马Mach E的销量为12,975辆，比5月份增长27%。</blockquote></p><p> In May, Ford said it plans to spend $30 billion on vehicle electrification by 2025, up from a previously stated goal of $22 billion. The extra $8 billion is meant to support Ford’s plans to produce EV batteries.</p><p><blockquote>今年5月，福特表示，计划到2025年在汽车电气化上投入300亿美元，高于此前设定的220亿美元的目标。额外的80亿美元旨在支持福特生产电动汽车电池的计划。</blockquote></p><p> <i>Barron’s</i> recently wrote positively about Ford, believing new management could reinvigorate its EV plans and its existing product line. Since that article, Ford stock is up about 51%, better than the respective comparable 21% and 17% gains of the S&P 500 and Dow Jones Industrial Average.</p><p><blockquote><i>巴伦周刊</i>最近对福特持积极态度，相信新管理层可以重振其电动汽车计划和现有产品线。自那篇文章发表以来，福特股价上涨了约51%，好于标准普尔500指数和道琼斯工业平均指数分别21%和17%的涨幅。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/ford-earnings-what-to-expect-51627413016?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.barrons.com/articles/ford-earnings-what-to-expect-51627413016?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109400989","content_text":"Get ready for what could be a wild earnings report from Ford Motor on Wednesday evening. The global semiconductor shortage that is curtailing global automotive production is likely to slash both profits and cash flow. And what might happen to Ford‘s full-year financial forecasts is anyone’s guess.\nClean communication is what the stock needs to build on its gain of more than 50% so far in 2021. Car sales are hot, so plain speaking should be enough for the stock regardless of how an odd second quarter turned out.\nFord (ticker: F) created some confusion in April, when it disclosed its first-quarter earnings. It said it expected about $6.5 billion in 2021 operating profit, including the effects of the semiconductor shortage but not counting a $900 million gain on the sale of part of its stake in the electric-vehicle company Rivian.\nThe problem was that back in February,Ford had projected about $8.5 billion in 2021 operating profit, so at first glance, the forecast appeared to have been reduced. But the February number included the gain from Rivian and excluded the impact from the semiconductor shortage.\nThe implied impact of the shortage was about $1.1 billion, roughly what should have been expected given what other auto makers were saying. Still, the communication was, frankly,a little difficult to follow.Some analysts said they were confused.\nThe stock dropped 9.4% the next day, sliding to $11.26 a share. On Monday, the shares closed at $14.03, bringing the year-to-date gain to about 56%.\nFor the second quarter, Wall Street is looking for a loss of 3 cents a share from $23 billion in sales. That would be a sharp reversal from the first quarter, when the company earned 89 cents from $36.2 billion in sales.\nThe problem is production, not demand. Ford said on its first-quarter earnings conference call that the global semiconductor shortage could hit second-quarter output by as much as 50%. We now expect to lose about 50% of our planned Q2 production, said CFO John Lawler. An increase from the 17% loss in Q1, making Q2 the trough for our performance this year.\nWhat investors will want Wednesday evening is reassurance that there isn’t more bad news on the way. The shortage isn’t over, but investors would like to know that the second quarter was the worst of it. That would mean no new cuts to guidance due to a lack of semiconductors.\nProduction, the chip shortage, and the outlook for earnings in 2021 will be issues one, two, and three on the agenda for Wednesday evening. No. 4 is likely to be vehicle electrification.\nFor June, Ford reported a 117% year-over-year increase in electric-vehicle sales to 56,570. Sales of the Mustang Mach E came in at 12,975, up 27% from May.\nIn May, Ford said it plans to spend $30 billion on vehicle electrification by 2025, up from a previously stated goal of $22 billion. The extra $8 billion is meant to support Ford’s plans to produce EV batteries.\nBarron’s recently wrote positively about Ford, believing new management could reinvigorate its EV plans and its existing product line. Since that article, Ford stock is up about 51%, better than the respective comparable 21% and 17% gains of the S&P 500 and Dow Jones Industrial Average.","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":691,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/803460904"}
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