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ikin
ikin
·
2021-12-14
评下自己吧,跌成啥样了[心碎]
非常抱歉,此主贴已删除
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ikin
ikin
·
2021-11-22
$苹果(AAPL)$
加油💪,200见
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ikin
ikin
·
2021-11-22
$福特汽车(F)$
加油福特,节节高升
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ikin
ikin
·
2021-11-16
$福特汽车(F)$
老树开新花,前景广阔
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ikin
ikin
·
2021-11-09
打爆空头
野村:供应链问题或导致市场份额下滑,下调福特(F.US)投资评级至“减持”
最近,福特向电动汽车业务的加速过渡令华尔街惊叹。不过,智通财经APP获悉,来自野村证券的分析师Anindya Das却对福特却持谨慎态度,并将福特的投资评级从“中性”下调至“减持”,目标价为13美元。然而,Das表示,由于芯片供应问题,福特发布了疲弱的2022年销售前景,很难证明当前估值高于同行的合理性。而与此对比,福特的某些汽车行业的同行已开始在11月及之后开始大幅恢复生产。
野村:供应链问题或导致市场份额下滑,下调福特(F.US)投资评级至“减持”
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ikin
ikin
·
2021-07-29
$AquaBounty Technologies, Inc.(AQB)$
财报会有惊喜吗
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ikin
ikin
·
2021-07-23
$滴滴(DIDI)$
一首凉凉送给自己
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ikin
ikin
·
2021-07-23
早干嘛去了
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ikin
ikin
·
2021-06-03
$百度(BIDU)$
垃圾[心碎]
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ikin
ikin
·
2021-01-22
$英特尔(INTC)$
这波操作够狠,一来一回十多个点
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10:34","market":"hk","language":"zh","title":"野村:供应链问题或导致市场份额下滑,下调福特(F.US)投资评级至“减持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2180737581","media":"智通财经","summary":"最近,福特向电动汽车业务的加速过渡令华尔街惊叹。不过,智通财经APP获悉,来自野村证券的分析师Anindya Das却对福特却持谨慎态度,并将福特的投资评级从“中性”下调至“减持”,目标价为13美元。然而,Das表示,由于芯片供应问题,福特发布了疲弱的2022年销售前景,很难证明当前估值高于同行的合理性。而与此对比,福特的某些汽车行业的同行已开始在11月及之后开始大幅恢复生产。","content":"<html><body><p>最近,福特(F.US)向电动汽车业务的加速过渡令华尔街惊叹。</p><p>不过,智通财经APP获悉,来自野村证券(Nomura)的分析师Anindya Das却对福特却持谨慎态度,并将福特的投资评级从“中性”下调至“减持”,目标价为13美元。</p><p>该分析师认为,今年迄今,虽然福特股价上涨与去年同期相比,增长了约104%,表现优于<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司(GM.US)等同行。但该分析师将市场的乐观情绪归因于该公司通过强劲的产品定价和质量问题上的把关,成功抵消了在销量和市场份额的损失。</p><p>此外,福特管理层在扭转福特国际业务上的颓势方面取得的进展,特别是在欧洲和南美,以及在电气化战略上与投资者有更清晰的沟通,这些都对改善投资者情绪有帮助,他补充说道。</p><p>然而,Das表示,由于芯片供应问题,福特发布了疲弱的2022年销售前景,很难证明当前估值高于同行的合理性。同时,该公司在2021年的全年销售额与比2018年相比,可能会下降17%。</p><p>而与此对比,福特的某些汽车行业的同行已开始在11月及之后开始大幅恢复生产。Das在报告中表示:“在这种背景下,我们认为,福特2022年不温不热的生产前景将导致其市场份额进一步下滑,尤其是在北美市场。在汽车同行复苏之际,如果该公司的供应链问题持续存在,可能会造成永久性的市场份额下滑。”</p></body></html>","source":"stock_zhitongcaijing","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>野村:供应链问题或导致市场份额下滑,下调福特(F.US)投资评级至“减持”</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n野村:供应链问题或导致市场份额下滑,下调福特(F.US)投资评级至“减持”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 10:34 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/592164.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近,福特(F.US)向电动汽车业务的加速过渡令华尔街惊叹。不过,智通财经APP获悉,来自野村证券(Nomura)的分析师Anindya Das却对福特却持谨慎态度,并将福特的投资评级从“中性”下调至“减持”,目标价为13美元。该分析师认为,今年迄今,虽然福特股价上涨与去年同期相比,增长了约104%,表现优于通用汽车公司(GM.US)等同行。但该分析师将市场的乐观情绪归因于该公司通过强劲的产品定价...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/592164.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{"F":"福特汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/592164.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180737581","content_text":"最近,福特(F.US)向电动汽车业务的加速过渡令华尔街惊叹。不过,智通财经APP获悉,来自野村证券(Nomura)的分析师Anindya Das却对福特却持谨慎态度,并将福特的投资评级从“中性”下调至“减持”,目标价为13美元。该分析师认为,今年迄今,虽然福特股价上涨与去年同期相比,增长了约104%,表现优于通用汽车公司(GM.US)等同行。但该分析师将市场的乐观情绪归因于该公司通过强劲的产品定价和质量问题上的把关,成功抵消了在销量和市场份额的损失。此外,福特管理层在扭转福特国际业务上的颓势方面取得的进展,特别是在欧洲和南美,以及在电气化战略上与投资者有更清晰的沟通,这些都对改善投资者情绪有帮助,他补充说道。然而,Das表示,由于芯片供应问题,福特发布了疲弱的2022年销售前景,很难证明当前估值高于同行的合理性。同时,该公司在2021年的全年销售额与比2018年相比,可能会下降17%。而与此对比,福特的某些汽车行业的同行已开始在11月及之后开始大幅恢复生产。Das在报告中表示:“在这种背景下,我们认为,福特2022年不温不热的生产前景将导致其市场份额进一步下滑,尤其是在北美市场。在汽车同行复苏之际,如果该公司的供应链问题持续存在,可能会造成永久性的市场份额下滑。”","news_type":1,"symbols_score_info":{"F":1}},"isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808120939,"gmtCreate":1627565854521,"gmtModify":1627565854521,"author":{"id":"3556931227931253","authorId":"3556931227931253","name":"ikin","avatar":"https://static.tigerbbs.com/284c398e1cefc89b33ab91036d52780d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556931227931253","authorIdStr":"3556931227931253"},"themes":[],"htmlText":"<a 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