<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/03/canoo-pickuptruck-exteriorsnow-12.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/03/canoo-pickuptruck-exteriorsnow-12.jpg"/></p>
<p>电动汽车股票在八月份表现糟糕，大多数公司发布了令人失望的财务业绩。作为电动汽车行业的元老，特斯拉（TSLA）自七月份最高点以来已下跌超过 20%。</p>
<p>其他较小的电动汽车公司如 Rivian（RIVN）、法拉第未来（FFIE）、Canoo（GOEV）和蔚来汽车（NIO）在八月份表现更糟。Canoo 股价在八月份下跌了 4.60%，过去 12 个月已下跌超过 73%。</p>
<p>法拉第未来股价在八月份暴跌超过 66%，自今年一月以来几乎下跌了 90%，对其未来的担忧仍然存在。</p>
<h2>Canoo 取得进展但风险仍存</h2>
<p>Canoo 是一家电动汽车公司，正在建造供沃尔玛等公司和 NASA 等组织使用的商用车辆。沃尔玛将主要在一些地点将这些车辆用于短途或末端配送。它已经签署了 4500 辆车的订单。</p>
<p>美国邮政服务（USPS）是 Canoo 车辆的另一个理想客户，因为其广泛的末端配送服务。</p>
<p>因此，随着公司努力减少碳排放，Canoo 可能会看到巨大的需求。</p>
<p>Canoo 在八月份发布的业绩显示，该公司在制造和车辆交付方面取得了进展。上个季度的营收达到创纪录的 605,000 美元，因为它向 NASA 交付了车辆。</p>
<p>该公司还通过削减 33% 的营运费用，将其调整后的净亏损降至 61 美分。</p>
<p>此外，它继续搬迁总部至德克萨斯州和制造设施至俄克拉荷马州，今年早些时候获得了自由贸易区（FTZ）文件。它还在继续接收来自破产的电动汽车公司 Arrival 的资产。</p>
<p>Canoo 最大的优势在于它拥有来自沃尔玛和 USPS 等可靠公司的大量订单，约 30 亿美元的订单中，有 7.5 亿美元是约束性订单。该公司希望在即将到来的 USPS 询价中赢得一些订单，数量将在 1 万至 1.2 万辆之间。</p>
<p>然而，挑战在于公司需要资金来支持这些业务。即使车辆交付开始，公司在未来几年仍需要大量资金。</p>
<p>回到其盈利报告，该公司表示上半年净亏损 1.15 亿美元，较去年同期的 1.61 亿美元有所改善。这意味着它可能在下半年亏损类似的金额。</p>
<p>Canoo 的资产负债表目前无法支撑业务，因为季末现金为 1910 万美元。总体而言，现金约为 3320 万美元，包括 7 月份筹集的 1410 万美元。</p>
<p>在盈利报告中，该公司表示正在寻求来自基金和家族办公室的融资。它还指出将考虑从公开市场筹集资金，这将导致高度摊薄。</p>
<h2>Canoo 股票分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Canoo-Stock-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Canoo-Stock-1024x568.png"/></p>
<p>转向日线图，我们看到 GOEV 股价一直处于强烈的熊市趋势中，对公司的担忧仍然存在。它在三月触底于 1.19 美元，然后在四月反弹至 4.48 美元。最近，股价失去了动能，接近年初最低点 1.20 美元。</p>
<p>Canoo 股价一直低于 50 日移动平均线，并形成了一个下降三角形图案。因此，股票前景相对熊市，随着担忧的持续，如果跌破 1.19 美元的支撑，将进一步确认下行趋势。</p>
<h2>法拉第未来表现更糟</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Faraday-Future-stock-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Faraday-Future-stock-1024x568.png"/></p>
<p>虽然 Canoo 表现不佳，但法拉第未来表现更糟。与 Canoo 不同，法拉第未来正在建造起价超过 30 万美元的豪华电动汽车。</p>
<p>尽管豪华车市场很大，但我认为很少有人愿意花 30 万美元购买这样的车辆。此外，许多购买保时捷 Taycan 等车辆的人已经看到其车辆价值下跌。保时捷 Taycan 电动汽车在四年内贬值超过 10 万美元。</p>
<p>法拉第未来上个季度总流动资产超过 7000 万美元，流动负债超过 2.68 亿美元，或超过 1.98 亿美元的负工作资本。其现金和投资不到 200 万美元。</p>
<p>法拉第未来现在计划在本月发布一份重要声明。在声明中，它将宣布将开始向中国原始设备制造商提供软件，同时继续销售其车辆。</p>
<p>在我上一篇关于法拉第未来的文章中，我指出股价将跌至 5 美元以下。这一预测准确，因为股价已跌至 3.43 美元。如果这一趋势持续下去，那么股价将在今年晚些时候跌至 1 美元以下，导致另一次股票逆向拆分。</p>
<p>请记住，该公司在过去 12 个月实施了三次股票逆向拆分。这些拆分是强制性的，因为纳斯达克上市公司需要在一定期限内保持股价在 1 美元以上。</p>
<p>本文来源于 Invezz，原文标题为《法拉第和 Canoo 股票：这些特斯拉模仿者有未来吗？》</p>

GOEV

法拉第未来

FFIEW

GOEVQ

FFAIW

<p>电动汽车股票，包括 Canoo 和法拉第未来，在表现上不佳，Canoo 尽管股价大幅下跌超过 73%，但显示了一些运营进展。该公司有大量订单，但面临财务挑战，需要外部资金支持。法拉第未来定位不佳，专注于豪华车型，负面营运资本。其即将发布的软件产品计划突显了其困境。总体而言，两家公司的前景在整体电动汽车市场困境中仍然看跌</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/03/canoo-pickuptruck-exteriorsnow-12.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2023/03/canoo-pickuptruck-exteriorsnow-12.jpg"/></p>
<p>Electric vehicle stocks had another bad performance in August as most of them published underwhelming financial results. Tesla (TSLA), the OG of the EV industry, has tumbled by over 20% from its highest point in July.</p>
<div class="lb-trans"><p>电动汽车股票在八月份表现糟糕，大多数公司发布了令人失望的财务业绩。作为电动汽车行业的元老，特斯拉（TSLA）自七月份最高点以来已下跌超过 20%。</p>
</div><p>Other smaller EV companies like Rivian (RIVN), Faraday Future (FFIE), Canoo (GOEV), and Nio (NIO) had a worse performance in August. Canoo stock fell by 4.60% in August and has fallen by over 73% the last 12 months.</p>
<div class="lb-trans"><p>其他较小的电动汽车公司如 Rivian（RIVN）、法拉第未来（FFIE）、Canoo（GOEV）和蔚来汽车（NIO）在八月份表现更糟。Canoo 股价在八月份下跌了 4.60%，过去 12 个月已下跌超过 73%。</p>
</div><p>Faraday Future shares plunged by over 66% in August and by almost 90% since January this year as concerns about its future remained.</p>
<div class="lb-trans"><p>法拉第未来股价在八月份暴跌超过 66%，自今年一月以来几乎下跌了 90%，对其未来的担忧仍然存在。</p>
</div><h2>Canoo made progress but risks remain</h2>
<div class="lb-trans"><h2>Canoo 取得进展但风险仍存</h2>
</div><p>Canoo is an electric vehicle company that is building commercial vehicles used by companies like Walmart and organizations like NASA. Walmart will use the vehicles mostly for short or last mile deliveries in some of its locations. It has placed a 4,500 binding agreement for the vehicles.</p>
<div class="lb-trans"><p>Canoo 是一家电动汽车公司，正在建造供沃尔玛等公司和 NASA 等组织使用的商用车辆。沃尔玛将主要在一些地点将这些车辆用于短途或末端配送。它已经签署了 4500 辆车的订单。</p>
</div><p>USPS is another ideal customer for Canoo’s vehicles because of its extensive last mile delivery services.</p>
<div class="lb-trans"><p>美国邮政服务（USPS）是 Canoo 车辆的另一个理想客户，因为其广泛的末端配送服务。</p>
</div><p>Therefore, Canoo could see substantial demand as companies work to reduce their carbon footprint.</p>
<div class="lb-trans"><p>因此，随着公司努力减少碳排放，Canoo 可能会看到巨大的需求。</p>
</div><p>Canoo’s results released in August showed that it was making progress in manufacturing and vehicle deliveries. Its revenue came to a record $605k in the last quarter as it delivered vehicles to NASA.</p>
<div class="lb-trans"><p>Canoo 在八月份发布的业绩显示，该公司在制造和车辆交付方面取得了进展。上个季度的营收达到创纪录的 605,000 美元，因为它向 NASA 交付了车辆。</p>
</div><p>The company also reduced its adjusted net loss to 61 cents as it slashed operating expenses by 33%.</p>
<div class="lb-trans"><p>该公司还通过削减 33% 的营运费用，将其调整后的净亏损降至 61 美分。</p>
</div><p>Also, it continued its relocation process as it moved its headquarters to Texas and its manufacturing facility to Oklahoma, where it received a Free Trade Zone (FTZ) documents earlier this year. It has also continued receiving assets from Arrival, an EV company that went bankrupt.</p>
<div class="lb-trans"><p>此外，它继续搬迁总部至德克萨斯州和制造设施至俄克拉荷马州，今年早些时候获得了自由贸易区（FTZ）文件。它还在继续接收来自破产的电动汽车公司 Arrival 的资产。</p>
</div><p>Canoo’s biggest benefit is that it has a big backlog from credible companies like Walmart and USPS. It has about $3 billion in orders, with $750 million being binding ones. The company hopes to win some orders from USPS in its upcoming RFQ, which will be between 10k and 12k units.</p>
<div class="lb-trans"><p>Canoo 最大的优势在于它拥有来自沃尔玛和 USPS 等可靠公司的大量订单，约 30 亿美元的订单中，有 7.5 亿美元是约束性订单。该公司希望在即将到来的 USPS 询价中赢得一些订单，数量将在 1 万至 1.2 万辆之间。</p>
</div><p>The challenge, however, is that the company needs money to fund these operations. It will need substantial sums for a few years even as vehicle deliveries start.</p>
<div class="lb-trans"><p>然而，挑战在于公司需要资金来支持这些业务。即使车辆交付开始，公司在未来几年仍需要大量资金。</p>
</div><p>Circling back to its earnings report, the company said that it had a net loss of $115 million in the first half of the year, an improvement from the $161 million it lost a year earlier. This means that it wil likely lose a similar amount in the second half of the year.</p>
<div class="lb-trans"><p>回到其盈利报告，该公司表示上半年净亏损 1.15 亿美元，较去年同期的 1.61 亿美元有所改善。这意味着它可能在下半年亏损类似的金额。</p>
</div><p>Canoo’s balance sheet, as it is, cannot support the business since it ended the quarter with $19.1 million. In total, it now has about $33.2 million in cash, including the $14.1 million it raised in July.</p>
<div class="lb-trans"><p>Canoo 的资产负债表目前无法支撑业务，因为季末现金为 1910 万美元。总体而言，现金约为 3320 万美元，包括 7 月份筹集的 1410 万美元。</p>
</div><p>In the earnings statement, the company said that it was looking for financing from funds and family offices. It also noted that it would consider raising cash from the public market, which would be highly dilutive.</p>
<div class="lb-trans"><p>在盈利报告中，该公司表示正在寻求来自基金和家族办公室的融资。它还指出将考虑从公开市场筹集资金，这将导致高度摊薄。</p>
</div><h2>Canoo stock analysis</h2>
<div class="lb-trans"><h2>Canoo 股票分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Canoo-Stock-1024x568.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/09/Canoo-Stock-1024x568.png"/></p>
<p>Turning to the daily chart, we see that the GOEV share price has been in a strong bearish trend as concerns about the company have remained. It bottomed at $1.19 in March and then rebounded to $4.48 in April. Most recently, the stock has lost momentum and is approaching the year-to-date low of $1.20.</p>
<div class="lb-trans"><p>转向日线图，我们看到 GOEV 股价一直处于强烈的熊市趋势中，对公司的担忧仍然存在。它在三月触底于 1.19 美元，然后在四月反弹至 4.48 美元。最近，股价失去了动能，接近年初最低点 1.20 美元。</p>
</div><p>Canoo shares have remained below the 50-day moving average and formed a descending triangle pattern. Therefore, the outlook for the stock is relatively bearish as going concerns remain. More downsides will be confirmed if it drops below the support at $1.19.</p>
<div class="lb-trans"><p>Canoo 股价一直低于 50 日移动平均线，并形成了一个下降三角形图案。因此，股票前景相对熊市，随着担忧的持续，如果跌破 1.19 美元的支撑，将进一步确认下行趋势。</p>
</div><h2>Faraday Future is doing worse</h2>
<div class="lb-trans"><h2>法拉第未来表现更糟</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Faraday-Future-stock-1024x568.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/09/Faraday-Future-stock-1024x568.png"/></p>
<p>While Canoo is not doing well, Faraday Future is doing much worse. Unlike Canoo, which is building vehicles with a genuine use, Faraday is building luxury electric vehicles that start at over $300,000.</p>
<div class="lb-trans"><p>虽然 Canoo 表现不佳，但法拉第未来表现更糟。与 Canoo 不同，法拉第未来正在建造起价超过 30 万美元的豪华电动汽车。</p>
</div><p>While the market for luxury vehicles is large, I believe that very few people will be comfortable spending $300k for such vehicles. Besides, many who bought vehicles like Porsche Taycan have seen the value of their vehicles tumble. Porsche Taycan EV is losing over $100,000 in value within four years.</p>
<div class="lb-trans"><p>尽管豪华车市场很大，但我认为很少有人愿意花 30 万美元购买这样的车辆。此外，许多购买保时捷 Taycan 等车辆的人已经看到其车辆价值下跌。保时捷 Taycan 电动汽车在四年内贬值超过 10 万美元。</p>
</div><p>Faraday ended the last quarter with total current assets of over $70 million and current liabilities of over $268 million or negative working capital of over $198 million. It had less than $2 million in cash and investments.</p>
<div class="lb-trans"><p>法拉第未来上个季度总流动资产超过 7000 万美元，流动负债超过 2.68 亿美元，或超过 1.98 亿美元的负工作资本。其现金和投资不到 200 万美元。</p>
</div><p>Faraday Future is now scheduled to deliver an important statement this month. In it, it will announce that it will start offering its software to Chinese OEMs while still selling its vehicles.</p>
<div class="lb-trans"><p>法拉第未来现在计划在本月发布一份重要声明。在声明中，它将宣布将开始向中国原始设备制造商提供软件，同时继续销售其车辆。</p>
</div><p>In my last article on Faraday Future <strong>,</strong> I noted that the stock would drop to below $5. This prediction was accurate as it has crashed to $3.43. If this trend continues, then the stock will crash to below $1 later this year, leading to another reverse stock split.</p>
<div class="lb-trans"><p>在我上一篇关于法拉第未来的文章中，我指出股价将跌至 5 美元以下。这一预测准确，因为股价已跌至 3.43 美元。如果这一趋势持续下去，那么股价将在今年晚些时候跌至 1 美元以下，导致另一次股票逆向拆分。</p>
</div><p>Remember, the company has implemented three reverse splits in the last 12 months. These splits are mandatory since NASDAQ-listed companies are required to maintain a stock price of over $1 for a certain period.</p>
<div class="lb-trans"><p>请记住，该公司在过去 12 个月实施了三次股票逆向拆分。这些拆分是强制性的，因为纳斯达克上市公司需要在一定期限内保持股价在 1 美元以上。</p>
</div><p>The post Faraday and Canoo stocks: Do these Tesla wannabes have a future? appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，原文标题为《法拉第和 Canoo 股票：这些特斯拉模仿者有未来吗？》</p>
</div>

Faraday and Canoo stocks: Do these Tesla wannabes have a future?

- 电动汽车股票在八月表现糟糕，大多数公司发布了令人失望的财务业绩。
- 特斯拉（TSLA）自七月最高点以来下跌超过 20%，其他小型电动汽车公司如 Rivian（RIVN）、Faraday Future（FFIE）、Canoo（GOEV）和 Nio（NIO）在八月表现更糟。
- Canoo 股票在八月下跌了 4.60%，过去 12 个月下跌超过 73%。Faraday Future 股价在八月暴跌超过 66%，自今年一月以来几乎下跌了 90%。

法拉第未来和 Canoo 的股票：这些特斯拉的模仿者有未来吗？