Investors Gene Munster of Deepwater Asset Management and Gary Black, managing director at The Future Fund LLC, have shared their thoughts on Ford Motor Co.'s (NYSE:F) recent EV pullback.Gene Munster Thinks Ford's EV Pullback Is Good News For TeslaThe investor, sharing his thoughts in a post on the social media platform X on Monday, said that the news could be beneficial for Tesla Inc. (NASDAQ:TSLA) . "Ford in full retreat from EVs," Munster said, adding that it could be difficult to build autonomous vehicle ...

Ford Motor Co. (NYSE:F) has announced that it is discontinuing production of the F-150 Lightning EV pickup truck, marking a shift away from pure electric mobility.A $19.5 Billion EV ChargeThe company, in an official statement released on Monday, announced that it has taken a $19.5 billion charge, pivoting to hybrids globally, but will focus more on low-cost EVs for the U.S. via its Universal EV Platform."The first vehicle from the Universal EV Platform will be the fully connected midsize pickup truck assemb ...

Core Viewpoint - Ford Motor Company is shifting its investment strategy from large electric vehicles (EVs) to higher-margin products, including hybrids and American-built trucks, in response to profitability challenges in the EV segment [2][3]. Investment Strategy - The company plans to take a significant write-off of nearly $20 billion related to its previous EV plans, redirecting funds towards more profitable areas [2][3]. - Investments will focus on hybrids, affordable EVs, and energy storage solutions, particularly in the Midwest [3][5]. Product Performance - The F-150 hybrid has become increasingly popular, making up 30% of the vehicle mix, with sales of hybrids up 30% last month despite overall flat sales [4][5]. - Ford aims to provide a range of vehicles, including affordable EVs priced around $30,000, while maintaining options for traditional combustion engines [7]. Job Creation and Economic Impact - The announcement is expected to create thousands of new jobs across America, reinforcing Ford's position as the leading auto producer in the country [6][9]. - The company emphasizes the importance of providing affordable vehicles and choices for consumers, which aligns with new regulatory standards [6][7].

作为福特电动化战略的重要产品，F-150 Lightning纯电皮卡曾取得一定市场认可度，但未能改变公司电 动汽车业务的亏损局面。数据显示，自2023年以来，福特在电动汽车业务上已累计亏损130亿美元。面 对持续亏损的现状，福特管理层认为需要及时调整战略方向，将资源投向回报更高的领域。 福特总裁安德鲁·弗里克表示，公司将不再向无盈利路径的大型电动汽车项目投入巨资，转而把资金重 新配置到混合动力版本的皮卡和厢式货车、增程式电动汽车、价格更亲民的电动汽车以及储能等全新业 务机会中。福特首席执行官吉姆·法利也强调，经过对美国市场的深入研判，公司在电动化"第二局"比 赛中已具备更清晰的发展思路和更大的确定性。（纯钧） 来源：环球网 【环球网科技综合报道】12月16日消息，据路透社报道，福特汽车公司近日宣布重大战略调整，决定终 止全电动F-150 Lightning皮卡及T3皮卡等大型纯电动汽车项目，并计提195亿美元资产减记，将业务重 心转向混合动力车型、增程式电动汽车及相关新兴领域。这一举措标志着这家曾积极推动电动化转型的 底特律车企，正在根据市场实际情况优化资源配置，寻求可持续的盈利增长路径。 福特方面在声明中解 ...

Core Insights - Ford Motor announced a $19.5 billion charge related to electric-vehicle investments, indicating a significant shift in the auto industry's approach to technology that was previously embraced [1] Summary by Category - **Company Actions** - Ford's $19.5 billion charge reflects a major financial commitment to electric vehicles, highlighting the challenges faced in this sector [1] - **Industry Trends** - The announcement serves as a clear indication of the auto industry's retreat from the aggressive adoption of electric vehicle technology that was prevalent earlier in the decade [1]

福特汽车宣布将对其多年来难以盈利的电动车业务实施大规模重组，并为此计提195亿美元的费用。 福特汽车周一发布声明称，大部分费用将在第四季度财报中确认。作为战略转型的一部分，取消原计划 的纯电F系列皮卡项目，将生产重心转向燃油车和混合动力汽车，并改造一座电动车电池工厂以转产储 能电池。 福特还将把其标志性的纯电F-150 Lightning皮卡改装成增程式混合动力车型。 如此大规模资产减值与核销，既反映福特难以实现电动车生产和销售业务的盈利，也显示美国总统唐纳 德·特朗普的政策变化只会导致挑战有增无减。 通过计提重组费用，福特事实上承认此前建设的电池产能严重过剩，并且其大尺寸纯电车型项目已陷入 死胡同，注定持续亏损。 福特电动车部门负责人Andrew Frick在新闻发布会上告诉记者，这些举措将使福特的电动车业务在2029 年前实现盈利。该部门去年亏损51亿美元，公司预计今年的亏损可能会更严重。 "继续把数十亿美元投入到那些我们已明知无法赚钱的产品中是没有意义的。"福特首席执行官Jim Farley在接受采访时表示："我们不得不做出这个选择。" 福特汽车股价在纽约盘后交易中一度上涨1%，今年迄今累计涨幅达38% ...

Major U.S. benchmarks finished Monday lower, with the Dow Jones Industrial Average edging down 0.09% to 48,416.56, the S&P 500 slipping 0.16% to 6,816.51, and the Nasdaq dropping 0.59% to 23,057.41.Despite the broader market’s decline, these are the top stocks that gained the attention of retail traders and investors through the day:Ford Motor Co (NYSE:F)Ford’s stock closed at $13.65, down 0.66%, with an intraday high of $13.81 and a low of $13.49. The stock’s 52-week range is between $8.44 and $13.97. In t ...

声明称，福特正转向回报更高的机遇，包括利用其在美国的生产基地，在其产品阵容中增加卡车和厢式 货车，并启动一项全新的高增长电池储能业务。作为这些举措的一部分，由于需求低于预期、成本高昂 以及监管政策变化等因素，部分大型电动汽车的商业价值已受到影响，福特将不再生产这些车型。 声明称，福特正转向回报更高的机遇，包括利用其在美国的生产基地，在其产品阵容中增加卡车和厢式 货车，并启动一项全新的高增长电池储能业务。作为这些举措的一部分，由于需求低于预期、成本高昂 以及监管政策变化等因素，部分大型电动汽车的商业价值已受到影响，福特将不再生产这些车型。 关于优化美国电动汽车相关资产和产品路线图，福特预计将计入约195亿美元特殊项目，其中大部分将 在第四季度计入。 福特汽车当地时间12月15日宣布，到2030年，公司全球销量中约50%将是混合动力车、增程型电动车和 纯电动车，而目前这一比例为17%。 福特汽车当地时间12月15日宣布，到2030年，公司全球销量中约50%将是混合动力车、增程型电动车和 纯电动车，而目前这一比例为17%。 关于优化美国电动汽车相关资产和产品路线图，福特预计将计入约195亿美元特殊项目，其中大部分将 ...

福特汽车周一宣布将计提约195亿美元费用，主要与其电动汽车业务相关，这是美国汽车行业迄今为止 规模最大的战略调整。这笔巨额计提标志着底特律汽车制造商承认，短期内无法实现其电动车雄心。 福特表示将停产F-150 Lightning纯电皮卡，转而生产配备车载汽油发动机的增程版本。这家自2023年以 来已在电动车业务上亏损130亿美元的汽车制造商，将战略重心转向混合动力和增程式电动车，同时加 强传统燃油车阵容。 这一转变反映出监管环境变化和市场需求疲软的双重压力。特朗普政府今年取消了部分最严格的清洁空 气和燃油经济性规定，同时在9月底取消了7500美元的新能源车购置税抵免。消费者则因高昂售价、续 航里程担忧和充电站不足而对纯电动车持观望态度。 福特首席执行官Jim Farley在采访中表示："与其将数十亿美元投入永远无法盈利的大型电动车，我们选 择转向。"他强调，公司现在对美国市场有了更清晰的认识，将把原本用于电动车的资本重新配置到盈 利能力更高的车型上。 福特的战略转向是美国道路在经历改造推动后，短期内仍将继续以大量燃油车和日益增长的混合动力车 为主的新迹象。 福特Model e电动车部门2024年录得51亿美元 ...

Core Insights - The car maker has announced a significant write-down of $19.5 billion on its electric-vehicle business, indicating substantial financial challenges within this segment [1] Company Summary - The write-down reflects the company's struggles in the electric vehicle market, which may impact future investments and strategic direction [1] Industry Summary - This event highlights broader challenges in the electric vehicle industry, potentially signaling a need for reevaluation of business models and market strategies among competitors [1]