通用汽车力图说服投资者:面对重重挑战仍能蓬勃发展

投资观察
Yesterday

车企正面临一段棘手时期。通用汽车正试图让持怀疑态度的华尔街相信,它能够承受住压力。“前行的道路更具挑战性,”通用汽车首席执行官玛丽·博拉在与分析师的电话会议上表示。大宗商品成本持续攀升,消费者受到通胀挤压,而通用汽车正在推出新款皮卡——这是一项复杂且高风险的工程。博拉称,她仍预计公司将在2027年交出更强劲的业绩——前提是需求保持稳定且成本企稳。她表示,通用汽车已做好应对动荡的准备,并提到产品阵容改善、数字订阅和军工业务等新收入来源,以及对折扣促销卖车依赖度的降低。尽管通用汽车公布了更高的第三季度盈利(并宣布了一项大规模回购计划),其股价今日仍下跌5%。“通用汽车超出了预期,但市场上存在明显的取舍,”购车网站TrueCar创始人兼首席执行官斯科特·佩因特表示,并补充说虽然该车企的皮卡推动了盈利,但整体汽车销量有所减少。“可负担性是这一取舍的核心。普通美国人每月在汽车上的花费超过770美元,五分之一的人超过1000美元,”他补充道。

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