Jkan
2021-09-28
Huat
Tesla and General Motors picked by Goldman Sachs as auto winners in tough environment<blockquote>高盛评选特斯拉和通用汽车为严峻环境下的汽车赢家</blockquote>
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The firm now sees 75M autos produced in 2021 vs. 83M prior forecast and 85M in 2022 vs. 90M prior forecast.t</li> <li>The unexpected backdrop sets up some automakers to outperform, per Goldman. \"Several of our Buy rated stocks strike a good balance in our opinion of having strong financial models (e.g., attractive margins and/or [free cash flow]) that we think can provide resiliency in a difficult supply chain environment,\" notes analyst Mark Delaney. In particular, Tesla is called an industry leader that is well positioned for growth and General Motors is seen as an attractive stock that captures the benefit from an industry recovery in production as well as opportunities to benefit from EVs and advanced driver-assistance systems. Both stocks have a Buy rating at Goldman and price targets that imply double-digit upside. The setup is seen being not nearly as favorable for Lordstown Motors, which was cut to a Sell rating.</li> </ul></p><p><blockquote><ul><li>高盛下调了全球汽车产量预期，以反映由于全球芯片短缺和其他供应链问题影响生产，预计供需紧张环境将持续几个季度。该公司目前预计2021年汽车产量为7500万辆，而之前预测为8300万辆；2022年汽车产量为8500万辆，而之前预测为9000万辆。t</li><li>高盛表示，这种意想不到的背景使一些汽车制造商跑赢大盘。分析师指出：“我们认为，我们的几只买入评级股票在拥有强大的财务模型（例如，有吸引力的利润率和/或[自由现金流]）方面取得了良好的平衡，我们认为这些模型可以在困难的供应链环境中提供弹性。”马克·德莱尼。特别是，特斯拉被称为处于良好增长地位的行业领导者，而通用汽车被视为一只有吸引力的股票，它受益于行业生产复苏以及从电动汽车和先进驾驶辅助系统中受益的机会。这两只股票均获得高盛的买入评级，目标价意味着两位数的上涨空间。这种设置被认为对洛兹敦汽车公司不利，该公司被下调至卖出评级。</li></ul></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>Tesla and General Motors picked by Goldman Sachs as auto winners in tough environment<blockquote>高盛评选特斯拉和通用汽车为严峻环境下的汽车赢家</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\">\nTesla and General Motors picked by Goldman Sachs as auto winners in tough environment<blockquote>高盛评选特斯拉和通用汽车为严峻环境下的汽车赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-09-27 21:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Goldman Sachs lowers its global auto production forecast to reflect the tight supply and demand environment that is anticipated to last several more quarters as the global chip shortage and other supply chain issues impact production. The firm now sees 75M autos produced in 2021 vs. 83M prior forecast and 85M in 2022 vs. 90M prior forecast.t</li> <li>The unexpected backdrop sets up some automakers to outperform, per Goldman. \"Several of our Buy rated stocks strike a good balance in our opinion of having strong financial models (e.g., attractive margins and/or [free cash flow]) that we think can provide resiliency in a difficult supply chain environment,\" notes analyst Mark Delaney. In particular, Tesla is called an industry leader that is well positioned for growth and General Motors is seen as an attractive stock that captures the benefit from an industry recovery in production as well as opportunities to benefit from EVs and advanced driver-assistance systems. Both stocks have a Buy rating at Goldman and price targets that imply double-digit upside. The setup is seen being not nearly as favorable for Lordstown Motors, which was cut to a Sell rating.</li> </ul></p><p><blockquote><ul><li>高盛下调了全球汽车产量预期，以反映由于全球芯片短缺和其他供应链问题影响生产，预计供需紧张环境将持续几个季度。该公司目前预计2021年汽车产量为7500万辆，而之前预测为8300万辆；2022年汽车产量为8500万辆，而之前预测为9000万辆。t</li><li>高盛表示，这种意想不到的背景使一些汽车制造商跑赢大盘。分析师指出：“我们认为，我们的几只买入评级股票在拥有强大的财务模型（例如，有吸引力的利润率和/或[自由现金流]）方面取得了良好的平衡，我们认为这些模型可以在困难的供应链环境中提供弹性。”马克·德莱尼。特别是，特斯拉被称为处于良好增长地位的行业领导者，而通用汽车被视为一只有吸引力的股票，它受益于行业生产复苏以及从电动汽车和先进驾驶辅助系统中受益的机会。这两只股票均获得高盛的买入评级，目标价意味着两位数的上涨空间。这种设置被认为对洛兹敦汽车公司不利，该公司被下调至卖出评级。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3744831-tesla-and-general-motors-picked-by-goldman-sachs-as-auto-winners-in-tough-environment\">Seeking Alpha</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":{"TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://seekingalpha.com/news/3744831-tesla-and-general-motors-picked-by-goldman-sachs-as-auto-winners-in-tough-environment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143393352","content_text":"Goldman Sachs lowers its global auto production forecast to reflect the tight supply and demand environment that is anticipated to last several more quarters as the global chip shortage and other supply chain issues impact production. The firm now sees 75M autos produced in 2021 vs. 83M prior forecast and 85M in 2022 vs. 90M prior forecast.t\nThe unexpected backdrop sets up some automakers to outperform, per Goldman. \"Several of our Buy rated stocks strike a good balance in our opinion of having strong financial models (e.g., attractive margins and/or [free cash flow]) that we think can provide resiliency in a difficult supply chain environment,\" notes analyst Mark Delaney. In particular, Tesla is called an industry leader that is well positioned for growth and General Motors is seen as an attractive stock that captures the benefit from an industry recovery in production as well as opportunities to benefit from EVs and advanced driver-assistance systems. Both stocks have a Buy rating at Goldman and price targets that imply double-digit upside. 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