CPLam
2021-10-07
[微笑]
GM Needs to Walk the Tesla Talk<blockquote>通用汽车需要兑现特斯拉的承诺</blockquote>
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What investors really need from the company, though, isn’t more talk.</p><p><blockquote><b>该公司在最近的投资者会议上制定了乐观的财务目标，特别是针对其自动驾驶出租车业务。</b>通用汽车在备受期待的2021年投资者会议上描绘了一幅雄心勃勃的增长图景。然而，投资者真正需要的不是该公司更多的言论。</blockquote></p><p> On Wednesday afternoon, the Detroit automotive giant kicked off its first big strategy event since the start of the pandemic by promising to double revenue and raise margins by 2030. These targets form the core of Chief Executive Mary Barra’s boldest bid yet to position GM as a growth-focused technology company rather than a mere manufacturer of light vehicles. As cars become theultimate mobile devices, she wants to be theAppleof the automotive industry, a “platform innovator” with more than $80 billion in revenue from “new businesses” at the end of the decade.</p><p><blockquote>周三下午，这家底特律汽车巨头启动了自疫情爆发以来的首次重大战略活动，承诺到2030年将收入翻一番并提高利润率。这些目标构成了首席执行官玛丽·巴拉(Mary Barra)迄今为止最大胆的努力的核心，该努力将通用汽车定位为一家专注于增长的科技公司，而不仅仅是一家轻型汽车制造商。随着汽车成为终极移动设备，她希望成为汽车行业的苹果，成为一个“平台创新者”，在本世纪末从“新业务”中获得超过800亿美元的收入。</blockquote></p><p> Thevision itselfwasn’t hugely surprising—<a href=\"https://laohu8.com/S/F\">Ford</a>,Volkswagenand Chrysler-owner Stellantis have all talked upnew business opportunitiesin comparable investor days this year—but the numbers were. GM has made $138 billion of revenue annually in the past five years, on average. From that base, it expects roughly 5% annual growth from its traditional business of selling and financing light vehicles, including electric ones, and on top of that exponential growth in a range of complementary services that today mostly remain at the startup stage.</p><p><blockquote>这个景象本身并不令人惊讶——<a href=\"https://laohu8.com/S/F\">福特</a>、大众汽车和克莱斯勒所有者Stellantis都在今年可比的投资者日谈论了新的商机，但数字却是如此。通用汽车在过去五年中平均每年创造1380亿美元的收入。在此基础上，该公司预计其销售和融资轻型汽车（包括电动汽车）的传统业务年增长率约为5%，除此之外，一系列补充服务也将呈指数级增长，这些服务目前大多仍处于启动阶段。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d5176be7b8e4d47c04af504a2f58747f\" tg-width=\"732\" tg-height=\"513\" referrerpolicy=\"no-referrer\">By far the most mature of these services is OnStar, which GM has built up over 25 years as a roadside-assistance service enabled by wireless technology. It probably accounts for the bulk of the $2 billion in high-margin revenue the company said it makes from subscriptions today. As onboard internet connections and operating systems move in line with the smartphone industry, GM expects that number to rise fast—to between $20 billion and $25 billion by 2030.</p><p><blockquote>到目前为止，这些服务中最成熟的是OnStar，通用汽车已经建立了25年多的无线技术路边援助服务。该公司表示，目前通过订阅获得的20亿美元高利润收入中，它可能占了大部分。随着车载互联网连接和操作系统与智能手机行业保持一致，通用汽车预计这一数字将快速上升——到2030年将达到200亿至250亿美元。</blockquote></p><p> That bullish projection seems almost timid next to GM’s claims for Cruise, the San Francisco based autonomous-vehicle operation it bought in 2016. Dan Ammann, the former investment banker who has run the unit since 2019 and brought in <a href=\"https://laohu8.com/S/HMC\">Honda</a>, SoftBank,MicrosoftandWalmartas minority shareholders, is hoping for $50 billion in revenue by the end of the decade. Cruise is still perfecting the notoriously challenging technology required to offer driverless taxi rides safely to consumers, yet Mr. Ammann expects things to take off after 2023.</p><p><blockquote>与通用汽车于2016年收购的总部位于旧金山的自动驾驶汽车公司Cruise的说法相比，这种乐观的预测似乎有些胆怯。丹·阿曼(Dan Ammann)，前投资银行家，自2019年以来一直负责该部门，并带来了<a href=\"https://laohu8.com/S/HMC\">本田</a>软银、微软和沃尔玛作为少数股东，希望到本十年末营收达到500亿美元。Cruise仍在完善向消费者安全提供无人驾驶出租车所需的众所周知的挑战性技术，但Ammann先生预计事情将在2023年之后起飞。</blockquote></p><p> This is this kind of aspirational futurology that has earned Tesla a cultish following and outsize stock-market valuation. Which is the point: GM’s event was laced with implicit references to challenging the U.S. EV leader.</p><p><blockquote>正是这种充满抱负的未来学为特斯拉赢得了狂热的追随者和巨大的股市估值。这就是重点：通用汽车的活动含蓄地提到了挑战美国电动汽车领导者。</blockquote></p><p> Ms. Barra can’t be blamed for trying to capture as much of the auto-tech excitement as she can, but it remains easier to connect the dots between the present and the future atElon Musk’s company. Whereas Tesla is already growing quickly thanks to popular EVs, GM has shrunk in recent years as part of a strategy of focusing on profits rather than revenues, and this summer it recalled all its Bolt EVs because of fire risks. More than big promises about a still-distant future, the company needs its next-generation flagship models, such as the Cadillac Lyriq due out next year, wowing consumers on the road.</p><p><blockquote>不能责怪巴拉女士试图尽可能多地捕捉汽车技术的兴奋，但将阿特隆·马斯克的公司现在和未来联系起来仍然更容易。尽管由于受欢迎的电动汽车，特斯拉已经在快速增长，但通用汽车近年来作为注重利润而非收入战略的一部分，其规模已经缩小，今年夏天，该公司因火灾风险召回了所有Bolt电动汽车。该公司不仅需要对遥远的未来做出重大承诺，还需要其下一代旗舰车型，例如将于明年推出的凯迪拉克Lyriq，让路上的消费者惊叹不已。</blockquote></p><p> The good news for investors is that none of GM’s growth hopes arebaked into its stock, which fell with the wider market on Wednesday and still trades at a modest eight times forward earnings. If even a small portion of the company’s new business plans bear fruit in the coming years, shareholders could still get a lift.</p><p><blockquote>对投资者来说，好消息是通用汽车的增长希望没有体现在其股票中，该股票周三随大盘下跌，但预期市盈率仍为八倍。即使公司新业务计划的一小部分在未来几年取得成果，股东仍然可以获得提振。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1d47c8b6a6e8e274ad3be847af9865f\" tg-width=\"739\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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 Needs to Walk the Tesla Talk<blockquote>通用汽车需要兑现特斯拉的承诺</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 Needs to Walk the Tesla Talk<blockquote>通用汽车需要兑现特斯拉的承诺</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-10-07 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>The company laid down bullish financial targets at its latest investor conference, particularly for its autonomous taxi business.</b> GM painted a wildly ambitious picture of growth at its much-anticipated 2021 investor conference. What investors really need from the company, though, isn’t more talk.</p><p><blockquote><b>该公司在最近的投资者会议上制定了乐观的财务目标，特别是针对其自动驾驶出租车业务。</b>通用汽车在备受期待的2021年投资者会议上描绘了一幅雄心勃勃的增长图景。然而，投资者真正需要的不是该公司更多的言论。</blockquote></p><p> On Wednesday afternoon, the Detroit automotive giant kicked off its first big strategy event since the start of the pandemic by promising to double revenue and raise margins by 2030. These targets form the core of Chief Executive Mary Barra’s boldest bid yet to position GM as a growth-focused technology company rather than a mere manufacturer of light vehicles. As cars become theultimate mobile devices, she wants to be theAppleof the automotive industry, a “platform innovator” with more than $80 billion in revenue from “new businesses” at the end of the decade.</p><p><blockquote>周三下午，这家底特律汽车巨头启动了自疫情爆发以来的首次重大战略活动，承诺到2030年将收入翻一番并提高利润率。这些目标构成了首席执行官玛丽·巴拉(Mary Barra)迄今为止最大胆的努力的核心，该努力将通用汽车定位为一家专注于增长的科技公司，而不仅仅是一家轻型汽车制造商。随着汽车成为终极移动设备，她希望成为汽车行业的苹果，成为一个“平台创新者”，在本世纪末从“新业务”中获得超过800亿美元的收入。</blockquote></p><p> Thevision itselfwasn’t hugely surprising—<a href=\"https://laohu8.com/S/F\">Ford</a>,Volkswagenand Chrysler-owner Stellantis have all talked upnew business opportunitiesin comparable investor days this year—but the numbers were. GM has made $138 billion of revenue annually in the past five years, on average. From that base, it expects roughly 5% annual growth from its traditional business of selling and financing light vehicles, including electric ones, and on top of that exponential growth in a range of complementary services that today mostly remain at the startup stage.</p><p><blockquote>这个景象本身并不令人惊讶——<a href=\"https://laohu8.com/S/F\">福特</a>、大众汽车和克莱斯勒所有者Stellantis都在今年可比的投资者日谈论了新的商机，但数字却是如此。通用汽车在过去五年中平均每年创造1380亿美元的收入。在此基础上，该公司预计其销售和融资轻型汽车（包括电动汽车）的传统业务年增长率约为5%，除此之外，一系列补充服务也将呈指数级增长，这些服务目前大多仍处于启动阶段。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d5176be7b8e4d47c04af504a2f58747f\" tg-width=\"732\" tg-height=\"513\" referrerpolicy=\"no-referrer\">By far the most mature of these services is OnStar, which GM has built up over 25 years as a roadside-assistance service enabled by wireless technology. It probably accounts for the bulk of the $2 billion in high-margin revenue the company said it makes from subscriptions today. As onboard internet connections and operating systems move in line with the smartphone industry, GM expects that number to rise fast—to between $20 billion and $25 billion by 2030.</p><p><blockquote>到目前为止，这些服务中最成熟的是OnStar，通用汽车已经建立了25年多的无线技术路边援助服务。该公司表示，目前通过订阅获得的20亿美元高利润收入中，它可能占了大部分。随着车载互联网连接和操作系统与智能手机行业保持一致，通用汽车预计这一数字将快速上升——到2030年将达到200亿至250亿美元。</blockquote></p><p> That bullish projection seems almost timid next to GM’s claims for Cruise, the San Francisco based autonomous-vehicle operation it bought in 2016. Dan Ammann, the former investment banker who has run the unit since 2019 and brought in <a href=\"https://laohu8.com/S/HMC\">Honda</a>, SoftBank,MicrosoftandWalmartas minority shareholders, is hoping for $50 billion in revenue by the end of the decade. Cruise is still perfecting the notoriously challenging technology required to offer driverless taxi rides safely to consumers, yet Mr. Ammann expects things to take off after 2023.</p><p><blockquote>与通用汽车于2016年收购的总部位于旧金山的自动驾驶汽车公司Cruise的说法相比，这种乐观的预测似乎有些胆怯。丹·阿曼(Dan Ammann)，前投资银行家，自2019年以来一直负责该部门，并带来了<a href=\"https://laohu8.com/S/HMC\">本田</a>软银、微软和沃尔玛作为少数股东，希望到本十年末营收达到500亿美元。Cruise仍在完善向消费者安全提供无人驾驶出租车所需的众所周知的挑战性技术，但Ammann先生预计事情将在2023年之后起飞。</blockquote></p><p> This is this kind of aspirational futurology that has earned Tesla a cultish following and outsize stock-market valuation. Which is the point: GM’s event was laced with implicit references to challenging the U.S. EV leader.</p><p><blockquote>正是这种充满抱负的未来学为特斯拉赢得了狂热的追随者和巨大的股市估值。这就是重点：通用汽车的活动含蓄地提到了挑战美国电动汽车领导者。</blockquote></p><p> Ms. Barra can’t be blamed for trying to capture as much of the auto-tech excitement as she can, but it remains easier to connect the dots between the present and the future atElon Musk’s company. Whereas Tesla is already growing quickly thanks to popular EVs, GM has shrunk in recent years as part of a strategy of focusing on profits rather than revenues, and this summer it recalled all its Bolt EVs because of fire risks. More than big promises about a still-distant future, the company needs its next-generation flagship models, such as the Cadillac Lyriq due out next year, wowing consumers on the road.</p><p><blockquote>不能责怪巴拉女士试图尽可能多地捕捉汽车技术的兴奋，但将阿特隆·马斯克的公司现在和未来联系起来仍然更容易。尽管由于受欢迎的电动汽车，特斯拉已经在快速增长，但通用汽车近年来作为注重利润而非收入战略的一部分，其规模已经缩小，今年夏天，该公司因火灾风险召回了所有Bolt电动汽车。该公司不仅需要对遥远的未来做出重大承诺，还需要其下一代旗舰车型，例如将于明年推出的凯迪拉克Lyriq，让路上的消费者惊叹不已。</blockquote></p><p> The good news for investors is that none of GM’s growth hopes arebaked into its stock, which fell with the wider market on Wednesday and still trades at a modest eight times forward earnings. If even a small portion of the company’s new business plans bear fruit in the coming years, shareholders could still get a lift.</p><p><blockquote>对投资者来说，好消息是通用汽车的增长希望没有体现在其股票中，该股票周三随大盘下跌，但预期市盈率仍为八倍。即使公司新业务计划的一小部分在未来几年取得成果，股东仍然可以获得提振。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1d47c8b6a6e8e274ad3be847af9865f\" tg-width=\"739\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/gm-needs-to-walk-the-tesla-talk-11633609360?mod=rss_markets_main\">The Wall Street Journal</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":{"GM":"通用汽车","TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/gm-needs-to-walk-the-tesla-talk-11633609360?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154944377","content_text":"The company laid down bullish financial targets at its latest investor conference, particularly for its autonomous taxi business.\n\nGM painted a wildly ambitious picture of growth at its much-anticipated 2021 investor conference. What investors really need from the company, though, isn’t more talk.\nOn Wednesday afternoon, the Detroit automotive giant kicked off its first big strategy event since the start of the pandemic by promising to double revenue and raise margins by 2030. These targets form the core of Chief Executive Mary Barra’s boldest bid yet to position GM as a growth-focused technology company rather than a mere manufacturer of light vehicles. As cars become theultimate mobile devices, she wants to be theAppleof the automotive industry, a “platform innovator” with more than $80 billion in revenue from “new businesses” at the end of the decade.\nThevision itselfwasn’t hugely surprising—Ford,Volkswagenand Chrysler-owner Stellantis have all talked upnew business opportunitiesin comparable investor days this year—but the numbers were. GM has made $138 billion of revenue annually in the past five years, on average. From that base, it expects roughly 5% annual growth from its traditional business of selling and financing light vehicles, including electric ones, and on top of that exponential growth in a range of complementary services that today mostly remain at the startup stage.\nBy far the most mature of these services is OnStar, which GM has built up over 25 years as a roadside-assistance service enabled by wireless technology. It probably accounts for the bulk of the $2 billion in high-margin revenue the company said it makes from subscriptions today. As onboard internet connections and operating systems move in line with the smartphone industry, GM expects that number to rise fast—to between $20 billion and $25 billion by 2030.\nThat bullish projection seems almost timid next to GM’s claims for Cruise, the San Francisco based autonomous-vehicle operation it bought in 2016. Dan Ammann, the former investment banker who has run the unit since 2019 and brought in Honda, SoftBank,MicrosoftandWalmartas minority shareholders, is hoping for $50 billion in revenue by the end of the decade. Cruise is still perfecting the notoriously challenging technology required to offer driverless taxi rides safely to consumers, yet Mr. Ammann expects things to take off after 2023.\nThis is this kind of aspirational futurology that has earned Tesla a cultish following and outsize stock-market valuation. Which is the point: GM’s event was laced with implicit references to challenging the U.S. EV leader.\nMs. Barra can’t be blamed for trying to capture as much of the auto-tech excitement as she can, but it remains easier to connect the dots between the present and the future atElon Musk’s company. Whereas Tesla is already growing quickly thanks to popular EVs, GM has shrunk in recent years as part of a strategy of focusing on profits rather than revenues, and this summer it recalled all its Bolt EVs because of fire risks. More than big promises about a still-distant future, the company needs its next-generation flagship models, such as the Cadillac Lyriq due out next year, wowing consumers on the road.\nThe good news for investors is that none of GM’s growth hopes arebaked into its stock, which fell with the wider market on Wednesday and still trades at a modest eight times forward earnings. If even a small portion of the company’s new business plans bear fruit in the coming years, shareholders could still get a lift.","news_type":1,"symbols_score_info":{"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2544,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823819044"}
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