10/28/2024, 03:35 PM UTC
为什么许多人关注了错误的数字：福特汽车分析Ford: Why Many Are Looking At The Wrong Numbers
1. 福特汽车的收益受到 Rivian 的影响和电动汽车的复杂性，但真正的问题是利率上升和保修成本；2. 由于激进的折旧和内部交易中估值为零，福特电动汽车的巨额亏损被夸大了；3. 由于利率上升，福特信贷的收益受到重创，影响了公司的整体盈利能力；4. 保修和利率上升是自2021年以来福特盈利能力下降的主要原因；5. 作者继续避免投资福特股票，因为这些潜在的运营挑战和财务复杂性。1. Ford's earnings are complicated by Rivian's impact and EVs, but the real issues are interest rate hikes and warranty costs; 2. Ford's significant EV losses are greatly overstated due to aggressive depreciation and valuation of $0 in internal transactions; 3. Ford Credit's earnings have been hit hard by higher interest rates, impacting the company's overall profitability; 4. Warranty and interest rate hikes are the main reasons for the decline in Ford's profitability since 2021; 5. The author continues to avoid Ford stock due to operational challenges and financial complexities.
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