北京商报讯（记者 蔺雨葳）10月26日，法拉利正式发布旗下首款NFT数字车型一法拉利F76。作为一项 虚拟项目，其融合了法拉利的竞速传承与前沿的生成式设计及数字技术，开辟了品牌体验的新维度。 10月9日，法拉利还曾发布旗下首款纯电动跑车Ferrari Elettrica，并同步揭晓了新车的可量产底盘与核心 部件。目前，法拉利多元化动力系统战略已覆盖内燃发动机、混合动力系统（HEV）、可外接充电式 混合动力系统（PHEV）及纯电动系统四大技术领域。 ...

🚨 NEW: Ferrari will auction its Le Mans-winning car using a new crypto token for elite fans. https://t.co/CyT3SIswJg ...

Core Insights - Ferrari is entering the cryptocurrency market by launching a new digital token aimed at its affluent fanbase, allowing them to participate in an auction for the Ferrari 499P endurance car [1] Group 1: Company Strategy - The new digital token will cater specifically to the wealthiest fans of Ferrari, indicating a strategic move to engage with tech-savvy and younger demographics [1] - This initiative reflects Ferrari's broader strategy to innovate and diversify its offerings, aligning with current trends in digital assets and collectibles [1] Group 2: Market Implications - By tapping into the crypto market, Ferrari is positioning itself to attract a new generation of customers who are increasingly interested in digital currencies and blockchain technology [1] - The auction for the Ferrari 499P using the digital token could set a precedent for luxury brands exploring similar digital engagement strategies [1]

Core Viewpoint - Ferrari stock (NYSE: RACE) is rated as a "strong buy," with the recent price drop seen as a long-term opportunity for investment in a high-quality business suitable for a "buy and hold" strategy [1] Investment Strategy - The investment approach focuses on strong-moat companies across various industries, emphasizing a long-term horizon and value investing strategies [1] - The analyst highlights the importance of price and margin of safety, considering risks often overlooked by short-term analysts [1] Analyst Background - The analyst holds an MBA from IESE Business School in Barcelona, a Master in Finance from Universidad del Pacifico in Lima, and a B.A. in Economics from Universidad del Pacifico [1]

Vehicle Performance & Public Reaction - The sound of the Ferrari 12Cilindri test car elicited a strong reaction from the public [1] - The public's reaction to the Ferrari 12Cilindri test car was enthusiastic [1]

Core Viewpoint - The recent sell-off in Ferrari's shares may be overdone, with questions surrounding the justification of the stock's sharp pullback in light of underwhelming long-term growth targets revealed in its five-year plan [1] Group 1: Financial Performance - In Q2 2025, Ferrari's revenue increased by 4.4% year-over-year to €1.79 billion, a slowdown from 13% growth in Q1 2025 and 11.8% for the full year 2024 [3] - Operating profit rose by 8.1% to €552 million, improving the operating margin to 30.9% from 29.9% a year ago [4] - The company reaffirmed its full-year revenue target of at least €7.1 billion and adjusted EBITDA of at least €2.72 billion, with an adjusted EBITDA margin of 38.3% or higher [5] Group 2: Growth Projections - For 2030, Ferrari's plan outlines revenue of about €9.0 billion and at least €3.6 billion of EBITDA, with a compound average annual growth rate of just 5%, a significant decrease from last year's 11.8% growth [6] - The upcoming F80 hypercar, limited to 799 units with a price tag of approximately $3.7 million, is expected to boost revenue and profitability, particularly in 2026 [8] Group 3: Market Sentiment and Valuation - Despite the stock's decline, shares are trading at a price-to-earnings ratio of about 38, indicating that the stock is not necessarily cheap [7] - Management indicated that personalization revenue growth may not be as strong in the coming years, suggesting a normalization in this revenue stream [9] - The current valuation does not provide a wide margin of safety if growth merely meets the new conservative targets [10] Group 4: Investment Considerations - Given the strong brand presence and upcoming catalysts, investors may consider buying the dip cautiously, potentially starting with a partial position and monitoring F80 deliveries and 2026 model introductions for further investment opportunities [11]

Market Sentiment - Cautious investor-day forecasts are impacting Ferrari shares negatively [1] - Ferrari shares are on track for their worst month on record [1] - Analysts are more positive about Ferrari than ever [1]

Maranello (Italy), October 21, 2025 - Ferrari N.V. (“Ferrari”) (NYSE/EXM: RACE) announced today that its financial results for the third quarter of 2025 will be released on Tuesday, November 4, 2025. A live audio webcast and conference call of the 2025 Q3 results will begin at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on Tuesday, November 4. Details for accessing this presentation will be available in the Investors section of Ferrari’s corporate website at https://www.ferrari.com/en-EN/corporate prior t ...

But even with its legendary reputation, RACE stock has hit some bumps this year, pressured by a slowdown in the broader luxury market, tariff concerns, and sluggish sales in China. The company also scaled back its EV ambitions. While the automaker revealed its first electric model, the Elettrica, all-electric cars are now expected to make up only 20% of the lineup by 2030. That's a significant drop from its 2022 target of 40% — another reason why investors were disappointed.Beyond the track, Ferrari’s influ ...

Core Insights - Ferrari is preparing for the electric vehicle (EV) era with the introduction of its first all-electric model, the Ferrari Electrica, set to launch in spring 2026 [1][2] - The Electrica will feature approximately 1,000 horsepower and accelerate from 0 to 60 mph in under 2.5 seconds, emphasizing performance [1] - The company is developing all EV technology in-house, including high voltage battery packs, axles, and inverters at a new facility in Maranello, Italy [2] Product Details - The Ferrari Electrica will be a four-door, four-seat model with a wheelbase of 116.5 inches and a weight just under 5,100 pounds [2] - Ferrari has stated that the Electrica is not a supercar and aims to be more practical than its SUV offerings, indicating a shift towards a more measured approach to electrification [2] Future Strategy - By 2030, Ferrari plans to have a lineup consisting of approximately 40% gasoline vehicles, 40% hybrids, and 20% electric vehicles, with another EV expected to be introduced before the decade ends [3] - The company describes this transition as a new chapter, highlighting that silence can still convey speed [3]