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2021-11-19
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GM and Ford 'need to spin off their EV operations ASAP:' DataTrek<blockquote>DataTrek：通用汽车和福特“需要尽快剥离其电动汽车业务”</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":876365676,"tweetId":"876365676","gmtCreate":1637273919412,"gmtModify":1637273919512,"author":{"id":3580354890331124,"idStr":"3580354890331124","authorId":3580354890331124,"authorIdStr":"3580354890331124","name":"Foreverhuat","avatar":"https://static.tigerbbs.com/62fc823435d8b068f4f4c4263b83900a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Say</p></body></html>","htmlText":"<html><head></head><body><p>Say</p></body></html>","text":"Say","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/876365676","repostId":1150016535,"repostType":4,"repost":{"id":"1150016535","kind":"news","pubTimestamp":1637248872,"share":"https://www.laohu8.com/m/news/1150016535?lang=zh_CN&edition=full","pubTime":"2021-11-18 23:21","market":"us","language":"en","title":"GM and Ford 'need to spin off their EV operations ASAP:' DataTrek<blockquote>DataTrek：通用汽车和福特“需要尽快剥离其电动汽车业务”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150016535","media":"Yahoo","summary":"Automakers GM and Ford \"need\" to spin off their electric vehicle units, says DataTrek co-founder Nic","content":"<p>Automakers GM and Ford \"need\" to spin off their electric vehicle units, says DataTrek co-founder Nicholas Colas.</p><p><blockquote>DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)表示，汽车制造商通用汽车和福特“需要”剥离其电动汽车部门。</blockquote></p><p> The former auto analyst highlights the latest valuations obtained by pure EV companies as a reason for traditional automakers to separate their electric initiatives unit, from their internal combustion engine vehicle business.</p><p><blockquote>这位前汽车分析师强调，纯电动汽车公司获得的最新估值是传统汽车制造商将其电动计划部门与内燃机汽车业务分开的原因。</blockquote></p><p> \"We’ve been around the auto industry long enough (30 years) to know that GM and Ford need to spin off their electric vehicle operations ASAP. When it was just Tesla with a crazy valuation, they could afford to dismiss this idea. Now, with Rivian, Lucid, etc., they can’t,\" Colas wrote in a note to investors.</p><p><blockquote>Colas在给投资者的一份报告中写道：“我们在汽车行业已经有足够长的时间（30年），知道通用和福特需要尽快剥离他们的电动汽车业务。当只是估值疯狂的特斯拉时，他们有能力放弃这个想法。现在，有了Rivian、Lucid等，他们就不能了。”</blockquote></p><p> \"If I were banking Ford or GM right now, I would be pushing hard for them to spin off their electric vehicle operations. The valuation differentials are straightforward enough to at least get a meeting with the CFO:\"</p><p><blockquote>“如果我现在指望福特或通用汽车，我会努力推动他们剥离电动汽车业务。估值差异很简单，至少可以与首席财务官会面：”</blockquote></p><p> <ul> <li>Tesla (TSLA): $1.1 trillion</p><p><blockquote><ul><li>特斯拉(TSLA)：1.1万亿美元</li></ul></blockquote></p><p></li> <li>Rivian (RIVN): $148 billion</p><p><blockquote><li>Rivian(RIVN)：1,480亿美元</li></blockquote></p><p></li> <li>Lucid Group (LCID): $88 billion</p><p><blockquote><li>Lucid Group(LCID)：880亿美元</li></blockquote></p><p></li> <li>General Motors (GM): $91 billion</p><p><blockquote><li>通用汽车(GM)：910亿美元</li></blockquote></p><p></li> <li>Ford (F) : $79 billion</p><p><blockquote><li>福特(F)：790亿美元</li></blockquote></p><p></li> </ul> Colas suggests creating \"an EV newco.” The operations would include \"all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.\"</p><p><blockquote>科拉斯建议创建“一家电动汽车新公司”。这些业务将包括“与赢得全电动汽车未来相关的所有业务部分：研发、产品设计、零部件采购和组装。”</blockquote></p><p> Colas isn't the only one suggesting a spin-off. Morgan Stanley's (MS) auto analyst Adam Jonas has voiced his support for GM and Ford to each split in two as the market undervalues their electric vehicle components.</p><p><blockquote>Colas并不是唯一一个建议分拆的公司。摩根士丹利(MS)汽车分析师亚当·乔纳斯(Adam Jonas)表示支持通用汽车和福特一分为二，因为市场低估了它们的电动汽车零部件。</blockquote></p><p> \"The battle for capital and talent is likely to get significantly more challenging as start-up EVs attract large amounts of investor and consumer interest,\" Jonas recently wrote in a note to investors.</p><p><blockquote>乔纳斯最近在给投资者的一份报告中写道：“随着初创电动汽车吸引了大量投资者和消费者的兴趣，资本和人才之争可能会变得更具挑战性。”</blockquote></p><p> In the past, the analyst has said separating the companies' EV operations would allow those units to access capital and attract partners more easily.</p><p><blockquote>这位分析师过去曾表示，分离两家公司的电动汽车业务将使这些部门更容易获得资本并吸引合作伙伴。</blockquote></p><p> \"Both companies face serious challenges from EVs and in our view will require ‘non-traditional’ actions to address them,\" he added.</p><p><blockquote>“两家公司都面临着电动汽车的严峻挑战，我们认为需要采取‘非传统’行动来应对这些挑战，”他补充道。</blockquote></p><p> Industry watchers were awed by the enthusiasm around EV start-up Rivian public debut last week. The company obtained an $86 billion valuation right out of the gate. DataTrek's Colas saidRivian was real competitionwhen it comes to institutional investment interest.</p><p><blockquote>行业观察人士对电动汽车初创公司Rivian上周首次公开亮相的热情感到敬畏。该公司一开始就获得了860亿美元的估值。DataTrek的Colas表示，就机构投资兴趣而言，Drivian是真正的竞争对手。</blockquote></p><p> For a while Tesla was the only game in town. Now, there are a few startups getting lots of attention, and hefty valuations.</p><p><blockquote>有一段时间，特斯拉是镇上唯一的游戏。现在，有一些初创公司受到了很多关注，估值也很高。</blockquote></p><p> \"The point here is that traditional automakers are at a huge competitive disadvantage relative to EV pure plays when it comes to accessing capital markets,\" wrote Colas.</p><p><blockquote>科拉斯写道：“这里的要点是，在进入资本市场方面，传统汽车制造商相对于纯电动汽车制造商处于巨大的竞争劣势。”</blockquote></p><p> \"Now, here’s the punchline: GM and Ford will almost certainly NOT spin off their electric vehicle operations even though there is a compelling case to do so,\" he added.</p><p><blockquote>“现在，笑点是：通用汽车和福特几乎肯定不会剥离其电动汽车业务，尽管有令人信服的理由这样做，”他补充道。</blockquote></p><p></p>","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>GM and Ford 'need to spin off their EV operations ASAP:' DataTrek<blockquote>DataTrek：通用汽车和福特“需要尽快剥离其电动汽车业务”</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\">\nGM and Ford 'need to spin off their EV operations ASAP:' DataTrek<blockquote>DataTrek：通用汽车和福特“需要尽快剥离其电动汽车业务”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-11-18 23:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Automakers GM and Ford \"need\" to spin off their electric vehicle units, says DataTrek co-founder Nicholas Colas.</p><p><blockquote>DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)表示，汽车制造商通用汽车和福特“需要”剥离其电动汽车部门。</blockquote></p><p> The former auto analyst highlights the latest valuations obtained by pure EV companies as a reason for traditional automakers to separate their electric initiatives unit, from their internal combustion engine vehicle business.</p><p><blockquote>这位前汽车分析师强调，纯电动汽车公司获得的最新估值是传统汽车制造商将其电动计划部门与内燃机汽车业务分开的原因。</blockquote></p><p> \"We’ve been around the auto industry long enough (30 years) to know that GM and Ford need to spin off their electric vehicle operations ASAP. When it was just Tesla with a crazy valuation, they could afford to dismiss this idea. Now, with Rivian, Lucid, etc., they can’t,\" Colas wrote in a note to investors.</p><p><blockquote>Colas在给投资者的一份报告中写道：“我们在汽车行业已经有足够长的时间（30年），知道通用和福特需要尽快剥离他们的电动汽车业务。当只是估值疯狂的特斯拉时，他们有能力放弃这个想法。现在，有了Rivian、Lucid等，他们就不能了。”</blockquote></p><p> \"If I were banking Ford or GM right now, I would be pushing hard for them to spin off their electric vehicle operations. The valuation differentials are straightforward enough to at least get a meeting with the CFO:\"</p><p><blockquote>“如果我现在指望福特或通用汽车，我会努力推动他们剥离电动汽车业务。估值差异很简单，至少可以与首席财务官会面：”</blockquote></p><p> <ul> <li>Tesla (TSLA): $1.1 trillion</p><p><blockquote><ul><li>特斯拉(TSLA)：1.1万亿美元</li></ul></blockquote></p><p></li> <li>Rivian (RIVN): $148 billion</p><p><blockquote><li>Rivian(RIVN)：1,480亿美元</li></blockquote></p><p></li> <li>Lucid Group (LCID): $88 billion</p><p><blockquote><li>Lucid Group(LCID)：880亿美元</li></blockquote></p><p></li> <li>General Motors (GM): $91 billion</p><p><blockquote><li>通用汽车(GM)：910亿美元</li></blockquote></p><p></li> <li>Ford (F) : $79 billion</p><p><blockquote><li>福特(F)：790亿美元</li></blockquote></p><p></li> </ul> Colas suggests creating \"an EV newco.” The operations would include \"all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.\"</p><p><blockquote>科拉斯建议创建“一家电动汽车新公司”。这些业务将包括“与赢得全电动汽车未来相关的所有业务部分：研发、产品设计、零部件采购和组装。”</blockquote></p><p> Colas isn't the only one suggesting a spin-off. Morgan Stanley's (MS) auto analyst Adam Jonas has voiced his support for GM and Ford to each split in two as the market undervalues their electric vehicle components.</p><p><blockquote>Colas并不是唯一一个建议分拆的公司。摩根士丹利(MS)汽车分析师亚当·乔纳斯(Adam Jonas)表示支持通用汽车和福特一分为二，因为市场低估了它们的电动汽车零部件。</blockquote></p><p> \"The battle for capital and talent is likely to get significantly more challenging as start-up EVs attract large amounts of investor and consumer interest,\" Jonas recently wrote in a note to investors.</p><p><blockquote>乔纳斯最近在给投资者的一份报告中写道：“随着初创电动汽车吸引了大量投资者和消费者的兴趣，资本和人才之争可能会变得更具挑战性。”</blockquote></p><p> In the past, the analyst has said separating the companies' EV operations would allow those units to access capital and attract partners more easily.</p><p><blockquote>这位分析师过去曾表示，分离两家公司的电动汽车业务将使这些部门更容易获得资本并吸引合作伙伴。</blockquote></p><p> \"Both companies face serious challenges from EVs and in our view will require ‘non-traditional’ actions to address them,\" he added.</p><p><blockquote>“两家公司都面临着电动汽车的严峻挑战，我们认为需要采取‘非传统’行动来应对这些挑战，”他补充道。</blockquote></p><p> Industry watchers were awed by the enthusiasm around EV start-up Rivian public debut last week. The company obtained an $86 billion valuation right out of the gate. DataTrek's Colas saidRivian was real competitionwhen it comes to institutional investment interest.</p><p><blockquote>行业观察人士对电动汽车初创公司Rivian上周首次公开亮相的热情感到敬畏。该公司一开始就获得了860亿美元的估值。DataTrek的Colas表示，就机构投资兴趣而言，Drivian是真正的竞争对手。</blockquote></p><p> For a while Tesla was the only game in town. Now, there are a few startups getting lots of attention, and hefty valuations.</p><p><blockquote>有一段时间，特斯拉是镇上唯一的游戏。现在，有一些初创公司受到了很多关注，估值也很高。</blockquote></p><p> \"The point here is that traditional automakers are at a huge competitive disadvantage relative to EV pure plays when it comes to accessing capital markets,\" wrote Colas.</p><p><blockquote>科拉斯写道：“这里的要点是，在进入资本市场方面，传统汽车制造商相对于纯电动汽车制造商处于巨大的竞争劣势。”</blockquote></p><p> \"Now, here’s the punchline: GM and Ford will almost certainly NOT spin off their electric vehicle operations even though there is a compelling case to do so,\" he added.</p><p><blockquote>“现在，笑点是：通用汽车和福特几乎肯定不会剥离其电动汽车业务，尽管有令人信服的理由这样做，”他补充道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/gm-and-ford-need-to-spin-off-their-ev-ops-data-trek-150728199.html\">Yahoo</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","GM":"通用汽车"},"source_url":"https://finance.yahoo.com/news/gm-and-ford-need-to-spin-off-their-ev-ops-data-trek-150728199.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150016535","content_text":"Automakers GM and Ford \"need\" to spin off their electric vehicle units, says DataTrek co-founder Nicholas Colas.\nThe former auto analyst highlights the latest valuations obtained by pure EV companies as a reason for traditional automakers to separate their electric initiatives unit, from their internal combustion engine vehicle business.\n\"We’ve been around the auto industry long enough (30 years) to know that GM and Ford need to spin off their electric vehicle operations ASAP. When it was just Tesla with a crazy valuation, they could afford to dismiss this idea. Now, with Rivian, Lucid, etc., they can’t,\" Colas wrote in a note to investors.\n\"If I were banking Ford or GM right now, I would be pushing hard for them to spin off their electric vehicle operations. The valuation differentials are straightforward enough to at least get a meeting with the CFO:\"\n\nTesla (TSLA): $1.1 trillion\nRivian (RIVN): $148 billion\nLucid Group (LCID): $88 billion\nGeneral Motors (GM): $91 billion\nFord (F) : $79 billion\n\nColas suggests creating \"an EV newco.” The operations would include \"all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.\"\nColas isn't the only one suggesting a spin-off. Morgan Stanley's (MS) auto analyst Adam Jonas has voiced his support for GM and Ford to each split in two as the market undervalues their electric vehicle components.\n\"The battle for capital and talent is likely to get significantly more challenging as start-up EVs attract large amounts of investor and consumer interest,\" Jonas recently wrote in a note to investors.\nIn the past, the analyst has said separating the companies' EV operations would allow those units to access capital and attract partners more easily.\n\"Both companies face serious challenges from EVs and in our view will require ‘non-traditional’ actions to address them,\" he added.\nIndustry watchers were awed by the enthusiasm around EV start-up Rivian public debut last week. The company obtained an $86 billion valuation right out of the gate. DataTrek's Colas saidRivian was real competitionwhen it comes to institutional investment interest.\nFor a while Tesla was the only game in town. Now, there are a few startups getting lots of attention, and hefty valuations.\n\"The point here is that traditional automakers are at a huge competitive disadvantage relative to EV pure plays when it comes to accessing capital markets,\" wrote Colas.\n\"Now, here’s the punchline: GM and Ford will almost certainly NOT spin off their electric vehicle operations even though there is a compelling case to do so,\" he added.","news_type":1,"symbols_score_info":{"GM":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":900,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/876365676"}
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