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>准备好迎接福特汽车公司周三晚上可能发布的疯狂财报吧。全球半导体短缺正在削减全球汽车产量，这可能会削减利润和现金流。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>Clean communication 是该股在 2021 年迄今为止涨幅超过 50% 的基础上所需要的。汽车销售火爆，所以简单地说，无论第二季度的结果如何，这对该股来说都应该足够了。</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）在四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，所以乍一看，这一预测似乎被下调了。但2月份的数据包括了Rivian的收益，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，沟通还是有点难以理解。一些分析师表示，他们感到困惑。</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>该股第二天下跌9.4%，跌至每股11.26美元。周一，该股收于 14.03 美元，年初至今涨幅约为 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>第二季度，华尔街预计销售额为 230 亿美元，每股亏损 3 美分。这将与第一季度相比出现急剧逆转，当时该公司的销售额为 362 亿美元，收入为 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>问题在于生产，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会对第二季度产量造成高达 50% 的影响。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>周三晚间，投资者希望得到的是不会有更多坏消息的保证。短缺还没有结束，但投资者想知道第二季度是最糟糕的季度。这意味着由于缺乏半导体而不会对指导进行新的削减。</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上议程上的第一、第二和第三个问题。第四名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>6 月份，福特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 年在汽车电气化方面投入 300 亿美元，高于之前设定的 220 亿美元目标。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</i>最近对福特进行了积极评价，认为新管理层可以重振其电动汽车计划和现有产品线。自那篇文章以来，福特股价上涨了约 51%，好于标普500和道琼斯工业平均指数分别 21% 和 17% 的可比涨幅。</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>准备好迎接福特汽车公司周三晚上可能发布的疯狂财报吧。全球半导体短缺正在削减全球汽车产量，这可能会削减利润和现金流。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>Clean communication 是该股在 2021 年迄今为止涨幅超过 50% 的基础上所需要的。汽车销售火爆，所以简单地说，无论第二季度的结果如何，这对该股来说都应该足够了。</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）在四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，所以乍一看，这一预测似乎被下调了。但2月份的数据包括了Rivian的收益，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，沟通还是有点难以理解。一些分析师表示，他们感到困惑。</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>该股第二天下跌9.4%，跌至每股11.26美元。周一，该股收于 14.03 美元，年初至今涨幅约为 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>第二季度，华尔街预计销售额为 230 亿美元，每股亏损 3 美分。这将与第一季度相比出现急剧逆转，当时该公司的销售额为 362 亿美元，收入为 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>问题在于生产，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会对第二季度产量造成高达 50% 的影响。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>周三晚间，投资者希望得到的是不会有更多坏消息的保证。短缺还没有结束，但投资者想知道第二季度是最糟糕的季度。这意味着由于缺乏半导体而不会对指导进行新的削减。</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上议程上的第一、第二和第三个问题。第四名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>6 月份，福特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 年在汽车电气化方面投入 300 亿美元，高于之前设定的 220 亿美元目标。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</i>最近对福特进行了积极评价，认为新管理层可以重振其电动汽车计划和现有产品线。自那篇文章以来，福特股价上涨了约 51%，好于标普500和道琼斯工业平均指数分别 21% 和 17% 的可比涨幅。</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":793,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/803460904"}
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