<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/10/samantha-fortney-ddxo3dvwooi-unsplash-1-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="2560" height="1706" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/10/samantha-fortney-ddxo3dvwooi-unsplash-1-scaled.jpg"/></p>
<p>通用汽车公司（NYSE：GM）将受益于美联储预计从 9 月开始的降息，公司首席财务官保罗·雅各布森表示。</p>
<p>雅各布森在接受 CNBC 采访时指出，较低的利率将减少月供，为汽车制造商的业绩提供重要支持。</p>
<h2>强劲的第二季度业绩</h2>
<p>通用汽车最近公布了令人印象深刻的第二季度业绩，超出了分析师的预期。</p>
<p>公司每股收益为 3.06 美元，营收为 479.7 亿美元，远高于预测的每股 2.75 美元和 454.6 亿美元的营收。</p>
<p>尽管业绩强劲，通用汽车的股价周二下跌了 6.0%，反映了更广泛的市场动态。</p>
<p>雅各布森将通用汽车强劲的表现归功于其成功的全尺寸皮卡车阵容，在第二季度市场份额增长了 3.5%。</p>
<p>新款雪佛兰 Trax 也表现突出，销量每月几乎翻倍，该车型比其前身更具盈利性。</p>
<p>雅各布森强调，通用汽车当前的产品组合是其历史上最强大的。</p>
<h2>坚韧的客户群体和电动车增长</h2>
<p>雅各布森指出，即使在利率较高的环境下，通用汽车的客户仍然表现坚韧。</p>
<p>值得注意的是，电动车销量在第二季度增长了 40%，大大超过行业平均增长率 11%。</p>
<p>通用汽车计划在 2024 年生产多达 25 万辆电动车，旨在实现可变利润正向状态，并更接近电动车的盈利能力。</p>
<h2>提高全年指引</h2>
<p>鉴于其强劲表现，通用汽车已提高了全年指引。</p>
<p>公司现在预计在下半年价格下降最多 1.5%，这比先前预计的 2.5% 下降有所改善。</p>
<p>此外，通用汽车计划重组其业绩不佳的业务，包括自动驾驶车辆部门和中国业务。</p>
<p>上个月，通用汽车授权额外 60 亿美元用于股票回购。</p>
<h2>市场展望和分析师评级</h2>
<p>华尔街分析师目前对通用汽车股票持有一致的 “增持” 评级，平均目标价为 55 美元。</p>
<p>这表明与当前水平相比有超过 20% 的潜在上涨空间。</p>
<p>预期的降息和通用汽车的战略举措预计将提升其财务表现和股东价值。</p>
<p>总体而言，有利的利率调整、强劲的车辆销售和战略重组将使通用汽车在未来几个月继续增长并提高盈利能力。</p>
<p>美联储 9 月降息后，通用汽车的盈利能力可能会提升，首席财务官预测。</p>

通用汽车

<p>通用汽车（GM）预计将受益于美联储预计在九月份的降息，这是根据 GM 的首席财务官保罗·雅各布森所说。较低的利率将减少每月汽车付款，提振这家汽车制造商的业绩。GM 最近报告了强劲的第二季度业绩，超出预期。第二季度电动汽车销量增长了 40%，超过了行业增长。GM 已提高了全年指引，并计划重组表现不佳的业务。分析师对 GM 股票给予 “增持” 评级，目标价表明潜在上涨空间。总体而言，GM 处于良好的增长和盈利能力增加的位置</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/10/samantha-fortney-ddxo3dvwooi-unsplash-1-scaled.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/10/samantha-fortney-ddxo3dvwooi-unsplash-1-scaled.jpg"/></p>
<p>General Motors Co (NYSE: GM) is poised to gain from the Federal Reserve’s anticipated rate cuts beginning in September, according to Paul Jacobson, the company’s Chief Financial Officer.</p>
<div class="lb-trans"><p>通用汽车公司（NYSE：GM）将受益于美联储预计从 9 月开始的降息，公司首席财务官保罗·雅各布森表示。</p>
</div><p>In an interview with CNBC, Jacobson highlighted that lower interest rates will reduce monthly car payments, providing a significant boost to the automaker’s performance.</p>
<div class="lb-trans"><p>雅各布森在接受 CNBC 采访时指出，较低的利率将减少月供，为汽车制造商的业绩提供重要支持。</p>
</div><h2>Strong Q2 performance</h2>
<div class="lb-trans"><h2>强劲的第二季度业绩</h2>
</div><p>General Motors recently reported impressive second-quarter results, surpassing analysts’ expectations.</p>
<div class="lb-trans"><p>通用汽车最近公布了令人印象深刻的第二季度业绩，超出了分析师的预期。</p>
</div><p>The company earned $3.06 per share on revenue of $47.97 billion, well above the forecasted $2.75 per share and $45.46 billion in revenue.</p>
<div class="lb-trans"><p>公司每股收益为 3.06 美元，营收为 479.7 亿美元，远高于预测的每股 2.75 美元和 454.6 亿美元的营收。</p>
</div><p>Despite this strong performance, GM’s shares fell 6.0% on Tuesday, reflecting broader market dynamics.</p>
<div class="lb-trans"><p>尽管业绩强劲，通用汽车的股价周二下跌了 6.0%，反映了更广泛的市场动态。</p>
</div><p>Jacobson credited GM’s robust performance to its successful lineup of full-size pickup trucks, which saw a 3.5% increase in market share during Q2.</p>
<div class="lb-trans"><p>雅各布森将通用汽车强劲的表现归功于其成功的全尺寸皮卡车阵容，在第二季度市场份额增长了 3.5%。</p>
</div><p>The new Chevy Trax has also been a standout, with sales nearly doubling each month and the model proving more profitable than its predecessor.</p>
<div class="lb-trans"><p>新款雪佛兰 Trax 也表现突出，销量每月几乎翻倍，该车型比其前身更具盈利性。</p>
</div><p>Jacobson emphasized that GM’s current product portfolio is the strongest in its history.</p>
<div class="lb-trans"><p>雅各布森强调，通用汽车当前的产品组合是其历史上最强大的。</p>
</div><h2>Resilient customer base and EV growth</h2>
<div class="lb-trans"><h2>坚韧的客户群体和电动车增长</h2>
</div><p>Jacobson noted that GM’s customers have remained resilient even amid a higher interest rate environment.</p>
<div class="lb-trans"><p>雅各布森指出，即使在利率较高的环境下，通用汽车的客户仍然表现坚韧。</p>
</div><p>Notably, electric vehicle (EV) sales surged by 40% in Q2, significantly outpacing the industry average growth of 11%.</p>
<div class="lb-trans"><p>值得注意的是，电动车销量在第二季度增长了 40%，大大超过行业平均增长率 11%。</p>
</div><p>GM is on track to produce up to 250,000 EVs in 2024, aiming to achieve variable profit positive status and move closer to EV profitability.</p>
<div class="lb-trans"><p>通用汽车计划在 2024 年生产多达 25 万辆电动车，旨在实现可变利润正向状态，并更接近电动车的盈利能力。</p>
</div><h2>Full-year guidance raised</h2>
<div class="lb-trans"><h2>提高全年指引</h2>
</div><p>In light of its strong performance, General Motors has raised its full-year guidance.</p>
<div class="lb-trans"><p>鉴于其强劲表现，通用汽车已提高了全年指引。</p>
</div><p>The company now expects pricing to decline by up to 1.5% in the latter half of the year, an improvement from the previously estimated 2.5% decrease.</p>
<div class="lb-trans"><p>公司现在预计在下半年价格下降最多 1.5%，这比先前预计的 2.5% 下降有所改善。</p>
</div><p>Additionally, GM plans to restructure its underperforming operations, including its autonomous vehicle division and its business in China.</p>
<div class="lb-trans"><p>此外，通用汽车计划重组其业绩不佳的业务，包括自动驾驶车辆部门和中国业务。</p>
</div><p>Last month, GM authorized an additional $6 billion for share repurchases.</p>
<div class="lb-trans"><p>上个月，通用汽车授权额外 60 亿美元用于股票回购。</p>
</div><h2>Market outlook and analyst ratings</h2>
<div class="lb-trans"><h2>市场展望和分析师评级</h2>
</div><p>Wall Street analysts currently have a consensus “overweight” rating on GM stock, with an average target price of $55.</p>
<div class="lb-trans"><p>华尔街分析师目前对通用汽车股票持有一致的 “增持” 评级，平均目标价为 55 美元。</p>
</div><p>This suggests a potential upside of over 20% from current levels.</p>
<div class="lb-trans"><p>这表明与当前水平相比有超过 20% 的潜在上涨空间。</p>
</div><p>The anticipated rate cuts and GM’s strategic initiatives are expected to enhance its financial performance and shareholder value.</p>
<div class="lb-trans"><p>预期的降息和通用汽车的战略举措预计将提升其财务表现和股东价值。</p>
</div><p>Overall, the combination of favorable interest rate adjustments, strong vehicle sales, and strategic restructuring positions General Motors for continued growth and increased profitability in the coming months.</p>
<div class="lb-trans"><p>总体而言，有利的利率调整、强劲的车辆销售和战略重组将使通用汽车在未来几个月继续增长并提高盈利能力。</p>
</div><p>The post Fed rate cuts in September could boost General Motors' profitability, CFO predicts appeared first on Invezz</p>
<div class="lb-trans"><p>美联储 9 月降息后，通用汽车的盈利能力可能会提升，首席财务官预测。</p>
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Fed rate cuts in September could boost General Motors’ profitability, CFO predicts

- 汽车制造商通用汽车公司（NYSE: GM）将受益于美联储预计从 9 月开始的降息，公司首席财务官保罗·雅各布森表示。
- 通用汽车最近公布了令人印象深刻的第二季度业绩，超出了分析师的预期。
- 预计利率下调、强劲的车辆销售和战略重组将进一步提升通用汽车未来几个月的盈利能力和股东价值。

通用汽车首席财务官预测，美联储在九月份的降息可能会提升公司的盈利能力