在特朗普政府这一最新关税动态的推动下，美国卡车制造商帕卡(PCAR.US)股价小幅上涨，生产F系列 卡车的福特汽车(F.US)股价也获得小幅提振。 智通财经APP获悉，美国总统特朗普在其社交平台"真实社交"上发文表示，自11月1日起将对所有进口 至美国的中型及重型卡车加征25%关税。据悉，此项措施将适用范围从原定10月1日生效的仅针对重型 卡车政策进行了扩展，同时为从海外进口零部件的美国汽车制造商提供了缓冲空间。不过，特朗普未明 确说明关税是否会适用于受《美墨加协定》保护的进口车辆。 9月25日，特朗普曾表示，自10月1日起将对所有进口重型卡车加征25%关税，以强化国内制造业。根据 最新政策，总重量超过1万磅的中型及重型卡车及其零部件将适用此项关税。美国商务部已将卡车制造 业确定为"对国家安全至关重要的行业"。 ...

人民财讯10月7日电，记者当地时间10月6日获悉，美国铝业巨头诺维利斯公司（Novelis）位于纽约州 奥斯威戈的工厂此前发生的严重火灾导致其关键生产区域完全烧毁，预计将停产至明年初。 业内分析人士指出，该工厂为美国汽车行业提供约40%的铝板原料，是福特汽车及其他车企的重要供应 商。此次事故将导致福特等车企的部分型号汽车生产出现显著延迟，影响持续数月。 （文章来源：央视新闻） ...

Key TakeawaysThe U.S. federal government has entered its second week of a partial shutdown after the Senate again failed to pass crucial funding bills, leaving no immediate path to resolution.Ford Motor Company (F) faces significant operational disruptions for months following a devastating fire at a major supplier, Novelis, which could lead to production halts and temporary layoffs.Mining giant BHP Group (BHP) is grappling with increased geopolitical risks, including a reported Chinese ban on its iron ore ...

作者 / 温 莎 编辑 / 张 南 设计 / 夏 萌 为了在美国继续发展，福特必须建造更多工厂，但在最近一次公开露面中，吉姆 ∙ 法利（ Jim Farley ）发出了灵魂拷问，"谁来建造呢？" 这位福特汽车公司总裁兼首席执行官是懂政治的，他就差把问题发到白宫了。重振美国制造业是特朗普提出的口号，为此，他举起了政策的大棒，将关 税用得变化多端，可现在的问题是，人呢？ 他说，美国建筑、制造、能源、交通等行业正面临严重的劳动力短缺，数十万个岗位长期空缺。与此同时，过去 20 年间，这些行业的生产力持续下 降，与白领行业的发展趋势形成鲜明对比。 根据 PRT Staffing 的一项调查，美国 17.4% 的制造业存在劳动力短缺的问题。即使福特和其他公司正在投资扩大人才库，问题在得到改善之前还是会进 一步恶化。 PRT 预计未来十年，制造业岗位需求将达到 380 万个。 "美国在美国人赖以生存并支撑经济的关键行业将面临劳动力短缺的风险。"美国两党政策中心高级顾问特蕾莎·卡迪纳尔·布朗（ Theresa Cardinal Brown ）提醒道。 汽车业是其中的重灾区。根据 TechForce 基金会近期的《人才供需报 ...

The Novelis plant supplies about 40% of aluminum sheet used in the auto industry. ...

Core Viewpoint - Ford Motor Company is facing challenges in the rapidly evolving automotive industry, particularly in the electric vehicle market, despite having a strong performance in its Ford Pro segment [1][4][6]. Company Overview - Ford is a prominent player in the automotive sector, known for a diverse range of vehicles including trucks, vans, and electric vehicles [1]. - The company is currently trading under the symbol "F" on the NYSE and has a market capitalization of approximately $49.53 billion [5]. Stock Performance - On October 6, 2025, Jefferies upgraded Ford's stock from "Underperform" to "Hold," indicating a more neutral outlook on the company's future prospects [2][6]. - As of the latest report, Ford's stock price is $12.67, reflecting a 3.68% increase from the previous session, with a trading volume of 94.89 million shares [5][6]. - The stock reached a low of $12.20 and a high of $12.67 on the same day, marking its highest price over the past year [5]. Segment Performance - In the first half of 2026, Ford's Ford Pro segment, which includes light trucks and vans, demonstrated strong performance [4]. - In contrast, the Ford Model e segment, focused on electric vehicles, reported a significant loss of $5.1 billion last year, highlighting the challenges faced in the EV market [4][6]. - The internal combustion engine and hybrid car business within Ford Blue is characterized by low margins, further complicating the company's overall performance [4].

Core Viewpoint - Ford Motor Company is facing significant challenges in the electric vehicle (EV) market while showing strong performance in its commercial segment, Ford Pro [1][6]. Company Performance - Ford's stock is currently trading below $12, which may present an attractive investment opportunity despite the company's struggles in the rapidly changing automotive industry [3]. - The stock price is currently $12.67, reflecting a 3.68% increase today, with a market capitalization of approximately $49.53 billion [5]. Segment Analysis - Ford Pro, the commercial business segment, has demonstrated strong performance, particularly in light trucks and vans, contrasting with the low-margin internal combustion engine (ICE) and hybrid car business in Ford Blue [4]. - The EV segment, Ford Model e, reported a significant loss of $5.1 billion last year, indicating challenges in this area and the need for strategic adjustments [4][6]. Analyst Insights - On October 6, 2025, Jefferies set a price target of $12 for Ford, upgrading the stock rating from Underperform to Hold, suggesting a more neutral outlook [2][6].

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Deutsche Bank upgraded Mobileye (MBLY) to Buy from Hold with a $19 price target as part of a Q3 earnings preview. The firm sees a favorable setup for the shares.BofA upgraded Brinker (EAT) to Buy from Neutral with a price target of $192, up from $190. The disparity between low and high wage earnings is growing sta ...

格隆汇10月6日｜杰富瑞：将通用汽车(GM.US)目标价从50美元上调至55美元；将福特汽车(F.US)评级 从"跑输大盘"上调至"持有"，将目标价从9美元上调至12美元。 ...

Ford Motor Co. (NYSE:F) CEO Jim Farley says there's a shortage of mechanics and repair technicians in the U.S. as users on social media highlight a debt problem.400,000 Repair Technician Shortages, Average Repair Time Is Two Weeks Farley, in an interview with Yahoo Finance last week, said that the Michigan-based automaker was facing a critical shortage of repair technicians. "At Ford, we have… probably 400,000 repair technician shortages across the economy," Farley said, adding that factors like permits and ...