随着利润和销售暴跌，中国准备收购斯特兰提斯的标志性品牌（一）

@yuri-g5k
I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?
 
我认为坚持投资不受经济政策影响的股票很重要。人工智能股票有潜力推动和改变未来的技术。似乎大多数公司都在走人工智能的发展轨迹，甚至包括老牌的 FAANG 公司。也许还有其他建议？
 
@tismin2001
I manage a stellantis dealership. By far this is the worst I've ever seen, lying, holding seperate meetings with dealerships, trying to get dealers to order more cars by giving empty promises.
 
我管理一家斯特兰提斯经销店。到目前为止，这是我见过的最糟糕的情况，撒谎、与经销店单独开会、试图通过给出空洞的承诺让经销商订购更多汽车。
 
@FrunkensteinVonZipperneck
Chinese automakers are smart. Too smart to be conned into buying the dued “Jeep” name.
 
中国汽车制造商很聪明。他们太聪明了，不会受骗购买贬值的“吉普”品牌。
 
@anthonyxuereb792
Useless, underperforming and grossly overpaid CEO, did I mention that he is GROSSLY overpaid?
 
无用、表现不佳、薪水过高CEO，我有没有提过他的薪水过高？
 
@chillfluencer
Stellantis is what happens when a bunch of failing legacy auto companies tries to survive...
 
当一群濒临失败的传统汽车公司努力生存时，就会发生斯特兰提斯这种事......
 
@eish3291
Chinese automakers should not buy their brand names because I remember during my school days 40 yrs ago that Alfa and Fiat cars were highly unreliable. Why would I want to associate myself with such a tarnished reputation.
 
中国汽车制造商不应该购买他们的品牌，因为我记得 40 年前我上学的时候，阿尔法和菲亚特汽车非常不可靠。我为什么要把自己与这种声誉不佳的品牌扯上关系。
 
@VolkerHett
PSA was doing quite well and when they bought Opel from GM it took just two years for Opel to turn its first profit in decades. The merger with FCA was too big a byte to swallow.
 
标致雪铁龙集团表现相当不错，当他们从通用汽车手中收购欧宝时，欧宝仅用了两年时间就实现了数十年来的首次盈利。与 菲亚特克莱斯勒的合并对标致雪铁龙集团来说是一个难以接受的打击。
 
@lifeisgood141
If I were Chinese companies, I would not buy American brands, Jeep, Chrysler, Dodge. I might consider Italian brands such as Maserati and Alfa.
 
如果我是中国公司，我不会购买美国品牌，比如吉普、克莱斯勒、道奇。我可能会考虑意大利品牌，比如玛莎拉蒂和阿尔法。
 
@chadfaulkner3600
They have a 10 year supply already on dealer lots
 
经销商手上已经有10年的供应量了
 
@boballen9095
Your assessment is on-the-money.
 
你的评估很准确。
 
@fortheloveofnoise
Most of it is because of them doing some of the worst markups ever in history during the tail end and after the pandemic....it was so bad, some people have swore off the brands.
 
大部分原因是他们在疫情末期和疫情过后进行了历史上最糟糕的涨价......情况非常糟糕，有些人已经放弃了这些品牌。
 
@lincolnteh1963
In SEA Maserati is known as a cheap expensive brand.
 
在东南亚，玛莎拉蒂被称为廉价而昂贵的品牌。
 
@freeheeler09
Dodge and Jeep are toast. They are no longer affordable!
 
道奇和吉普完蛋了。它们不再便宜了！
 
@dave1704fornow
It is simple
Europe has too much pride in their brands. It is emotional. Your first love next to you in your small 500cc  fiat cruising through Toscane. Fiat is a feel. Not only a brand. It has nostalgia. Europe is not getting it. That time has past. We need a clean planet with new transportation . China took the lead since they do not have any sentiment and are looking forward.
I predict that the Europeans will soon build cars for the Chinese to keep Jobs. It is over with luxury european lifestyle. Pronto
 
很简单，欧洲人对他们的品牌太过自豪了。这是一种情感。你的初恋坐在你的 500cc 菲亚特小车里，在托斯卡纳巡游。菲亚特是一种感觉。不仅仅是一个品牌。它有怀旧之情。欧洲人没有领会到这一点。那个时代已经过去了。我们需要一个清洁的地球和新的交通方式。中国率先行动，因为他们没有任何类似情绪，而且充满期待。
我预测欧洲人很快就会为中国人制造汽车，以保住工作。奢华的欧洲生活方式已经结束。
 
@thomasmerrill3585
I have had 2 jeep Cherokees in last 7 years loved them both stayed to buy another nothing in  stock and no answer when? The price point was great and a med. Size suv.
 
过去 7 年我拥有过 2 辆吉普切诺基，两辆都很喜欢，后来又买了一辆，但库存不足，也没有人回答什么时候有？价格很合适，是一款中型 SUV。
 
@dbrew2u
Auto Makers are on their own this time around . The US Government is in no position to Bail them out for their insane decision making .
 
这次汽车制造商只能靠自己了。美国政府没有能力为他们疯狂的决策提供救助。
 
@joemoa
Imagine if China bought every single car company.
 
想象一下，如果中国收购了所有的汽车公司。
 
@jeffnapoli1705
Stellantis has been one of the most profitable car company in the world.
I think they went too far in the premiumisation.
 
斯特兰蒂斯 一直是全球最赚钱的汽车公司之一。
我认为他们在高端化方面做得太过了。
 
@chrisnewman7281
Stalans can only get in trouble if they falsify their financials or provide bogus investor guidance. Consumers can sue them over a defect in one of their cars. I’m not sure what other grounds they could be sued on.
 
斯特兰蒂斯只有在伪造财务数据或提供虚假投资者指导时才会惹上麻烦。消费者可以因汽车缺陷起诉他们。我不确定他们还会因什么其他理由被起诉。
 
@ChicagoBob123
The brands were bought by stelantis  but never improved.  The only think that happened is they raised prices. You can only hide behind a brand name for so long before the truth comes out
 
这些品牌被斯特兰蒂斯 收购，但从未改善。唯一发生的事情是他们提高了价格。在真相大白之前，你只能在一个品牌名称背后躲藏一段时间
 
@terryward1422
Having European executive Carlos run  groups like Jeep or RAM and expecting them to do well is pure hubris. He would have no concept of the ethos either of those brands.
 
让欧洲高管卡洛斯管理 Jeep 或 RAM 等集团，并期望它们取得成功纯粹是狂妄自大。他根本不了解这两个品牌的精神。
 
@terrymoore861
As more countries join BRICS and China buys up all the car brands, the increased market for cars from the BRICS countries could use up all the Chinese produced vehicles leaving none for USA and Europe.
 
随着越来越多的国家加入金砖国家，中国收购所有汽车品牌，金砖国家汽车市场的扩大可能会消耗掉中国生产的所有汽车，从而导致美国和欧洲的汽车库存减少。
 
@jeromecastonguay
Good for you calling out on their lies
 
你揭穿他们的谎言真是太好了
 
@neildolan7177
Did you day Stalantis made a profit. That's a novelty in the car industry atm.
 
你知道斯特兰蒂斯盈利了吗？这在汽车行业目前还是新鲜事。
 
@martinwhatman5027
MG and Volvo were rebuilt by their Chinese owners. I think more brands will be sold to them. Japan might have to follow when they start to fold. I'm thinking Nissan, Diahatsu, Suzuki, Mazda and eventually Mitsubishi and Subaru. With a 70+% reduction in the motor vehicle market worldwide, there are not going to be many brands left unscathed.
 
MG 和沃尔沃被中国所有者重建。我认为会有更多的品牌被卖给他们。当它们开始倒闭时，日本可能不得不效仿。我认为日产、戴哈特、铃木、马自达以及三菱和斯巴鲁最终也会倒闭。随着全球汽车市场萎缩 70% 以上，不会有多少品牌能毫发无损。
 
@terryward1422
I would suggest that the real problem with all of the legacy automakers are their boards of directors. The choose the executives who run these companies and they set the agenda.
Herbert was removed from his position by the board of directors of the VW group and look how bad that turned out for VW.
 
我认为所有传统汽车制造商的真正问题在于他们的董事会。他们选择了管理这些公司的高管，并制定议程。
赫伯特被大众集团董事会免职，看看这对大众来说有多糟糕。
 
@Bora_H
Car sales collapse when people can't afford them.  The biggest market is the bottom end.  There must be a lower limit to cost, just based on the cost of materials.  Even if your factory is all automation and robots, you still need to hire people to take care of the machines, and move material.
 
当人们买不起汽车时，汽车销量就会下降。最大的市场是低端市场。成本必须有一个下限，仅基于材料成本。即使你的工厂全自动化和机器人，你仍然需要雇人来照看机器和搬运材料。
 
@frankgriffin6293
The last traditional American brand car I owned was a Ford EXP.  It was a nice looking car and ran fine for a few years but at one point it started to have electrical issues and it would leave me stranded and it would simply refuse to start until it suddenly would decide to start again.  This massively turned me off from buying an American car.  My next 6 cars were Toyota cars and everyone ran wonderful and lasted 10 years and then I sold them so I could get a new car again.  Recently I bought two Tesla cars.  The first 5 months has been great for the model Y.   My model 3 is being shipped in another month.  I am also happy to buy an American car again.  I would be willing to buy another Toyota since it served me so well.  I wanted to try an electric and the cost savings for local driving is incredibly desirable.  Being able to charge your car without having to go to a gas station is also cool.
 
我拥有的最后一辆传统美国品牌汽车是福特 EXP。这辆车外观漂亮，开几年都很好，但有一次它开始出现电气问题，让我陷入困境，根本无法启动，直到它突然决定重新启动。这极大地打消了我购买美国汽车的念头。我接下来的 6 辆车都是丰田车，每辆车都使用良好，开了 10 年，然后卖掉了它们，这样我就可以再次购买一辆新车。最近我买了两辆特斯拉汽车。Model Y 在前 5 个月的表现非常好。我的 Model 3 将在下个月发货。我也很高兴再次购买美国车。我愿意再买一辆丰田，因为它对我而言非常好用。我想试试电动车，而且在当地驾驶时节省的费用非常诱人。不用去加油站就能给车充电也很酷。
 
@almostthere100
Stellantis has already hit the iceberg.  They're rearranging the proverbial deck chairs as the orchestra warms up.
 
斯特兰蒂斯已经撞上了冰山。随着乐队的热身，他们正在重新安排甲板上的椅子。
 
@qimingw.4367
If you were in Telecommunication industry, you will find out what happened in the last 25 years, and the Automotive industry WILL follow the same way :)
 
如果你从事电信行业，你就会发现过去 25 年发生了什么，汽车行业也将走上同样的道路
 
@nerdbikes3841
Who would have thunk that $100k ICE pickup trucks would not sell?
 
谁会想到售价 10 万美元的 ICE 皮卡卖不出去？
 
@Carl_in_AZ
What I find interesting is US auto dealerships are complaining about declining sales, but their owners are making money. The auto manufacturers may follow the Cummins and Pepsi mold and purchase all their US distributorships. Not only will the manufacturers make more money by cutting overhead, but they will also be closer to their end customers.
 
我觉得有趣的是，美国汽车经销商抱怨销量下滑，但他们的老板却在赚钱。汽车制造商可能会效仿康明斯和百事可乐，收购它们在美国的所有经销权。通过削减管理费用，制造商不仅能赚取更多利润，而且也能更接近最终客户。
 
@undisclosedthai
Peugeot and Jeep brands are entered Thailand officially. (I am not sure about the other Stellantises.) They are in premium segments, due to expensive prices. Very low sales there.
 
标致和吉普品牌正式进入泰国。（我不确定其他斯特兰提斯品牌的情况。）由于价格昂贵，它们属于高端市场。那里的销量很低。
 
@jeffnapoli1705
I have a Volvo EX30. What a crap. Bugs all over the places
Yesterday I was charging I could not open my car to remove the plug it took 4 mn.
The screen did freeze several times. Terrible quality.
I’ve read that many people just gave their car back to the dealer. I understand these guys
 
我有一辆沃尔沃 EX30。真是糟糕。到处都是毛病。
昨天我在充电时无法打开车子拔掉插头，花了 有4 分钟。
屏幕确实冻结了好几次。质量太差了。
我看到过很多人把车还给了经销商。我理解这些人
 
@terl99
That's not correct, Stellantis is centralizing their production. The Italian State is not happy about it because currently Stellantis is not giving the italian production sites a priority. So, multiple production sites in italy are not in use. The state was threatening Stellatis to inappropriate 2 historic car brands (Innocenti, Autobianchi) and offer the brands to cinese manufacturer if they agree to produce the cars in italy.
 
这不是真的，斯特兰提斯正在集中生产。意大利政府对此并不高兴，因为 斯特兰提斯目前没有优先考虑意大利生产基地。因此，意大利的多个生产基地没有投入使用。意大利政府威胁斯特兰提斯将侵占两个历史悠久的汽车品牌（Innocenti 和 Autobianchi），如果中国制造商同意在意大利生产这些汽车，那么他们将把这两个品牌提供给中国制造商。
 
@ElMistroFeroz
What's that neon green car at the beginning? I want me one!
 
开头那辆霓虹绿色的车是什么？我想要一辆！
 
@f.s.monster3765
Dodge and Jeep have been sold many times, nobody could make money with the two brands.
 
道奇和吉普已经被出售多次，没有人能靠这两个品牌赚钱。
 
@hellomeatrobots
Chrysler and Dodge ruined their lineups. They discontinued everything they made between then except the Pacifica minivan and Durango SUV with no replacements ready, or realistically in sight.
 
克莱斯勒和道奇毁掉了自己的产品线。他们停产了自那时起生产的所有车型，只留下 Pacifica 小型货车和 Durango SUV，而且没有现成的替代车型，或者说，目前还看不到替代车型的迹象。
 
@andyfreeze4072
these brands all needed a massive injection of funds when stellantis was born. They were corporatised and now are dead in the EV age. As you say SAM, the lies are there to prop up the share price, to keep the music going.
 
这些品牌在斯特兰提斯 诞生时都需要大量资金注入。它们被公司化了，现在在电动汽车时代已经消亡了。正如你所说，谎言的存在是为了支撑股价，接着奏乐接着舞。
 
@user-hq8lb1yv9k
The Chinese are only interested in the name, so it makes sense to buy Maserati. Also they can sell more expensive cars with higher margin, because of the name. Very clever.
 
中国人只对名字感兴趣，所以购买玛莎拉蒂是合理的。而且，有了玛莎拉蒂，他们就能以更高的利润率销售更昂贵的汽车。非常聪明。
 
@terryward1422
Would I be too pessimistic if I said that none of the North American automakers have a reasonable chance of making an affordable EV because they are not vertically integrated which will limit production efficiency. The North American do not have the ability to manufacture an EV battery to compete with the batteries now produced by CATL or BYD. I doubt if they ever will...
 
如果我说北美汽车制造商都没有合理的机会制造出价格实惠的电动汽车，因为他们没有垂直整合，这将限制生产效率，那么我是否太悲观了？北美没有能力生产电动汽车电池来与 CATL 或比亚迪目前生产的电池竞争。我怀疑他们是否能做到……
 
@grahamsmith6443
The problem stelantis has is that every make is competing in the same segment. Which is the Daca competitor,  alpha and ds should be against audio (that is a laugh) fiat is probably different if it stays to being specialised in small/supermini cars.
The rest are fighting against each other
 
斯特兰提斯的问题是每个品牌都在同一细分市场竞争。Daca 的竞争对手是 alpha 和 ds，他们应该针对音响（真是可笑），如果 fiat 继续专注于小型/超小型车，情况可能会有所不同。
其余的都在互相竞争
 
@btroy3768
Tesla needs a challenger in the US
 
特斯拉在美国需要一个挑战者
 
@mfmf100
In addition to Maserati, Alfa is a luxury brand. Chrysler Peugeot and Citroen used to compete for luxury but not recently. The highest price Jeeps are de-facto luxury vehicles but it is not a luxury brand.
 
除了玛莎拉蒂，阿尔法罗密欧也是豪华品牌。克莱斯勒标致和雪铁龙曾经在豪华车领域竞争，但最近却没有。价格最高的吉普车是事实上的豪华车，但它不是豪华品牌。
 
@asajelfs8170
Stellantis is cooked, their production lines are old and expensive to run making unaffordable cars.
 
斯特兰提斯已经完蛋了，他们的生产线老旧而且运行成本高昂，生产的汽车让人买不起。
 
@charliebrushwood9019
people in us have been waiting along time first evs like charger, of course gm still has not come out with blazer ev ss. they keeps dragiing there feet and will bite them in the butt
 
我们这些人已经等待 Charger 这样的首款电动汽车很长时间了，当然，通用汽车还没有推出 Blazer EV SSS。他们一直在拖延，最终会自食其果
 
@brendanpells912
Funny how Tesla profits collapse by 50% but you don't consider that to be a crisis.
 
有趣的是，特斯拉的利润下降了 50%，但你却不认为这是一场危机。
 
@larryevans6739
Realistically, if you exclude regulatory credits, Stellantis did better in their latest financial reporting than Tesla. Tesla's net profit for the quarter when excluding regulatory credits was down over 75% YoY. Most of Tesla's net income last quarter was regulatory credits. As Tesla sales are down, they likely pulled some of those credit sales forward to inflate quarterly numbers. Subsidies made them profitable, and Tesla is far more vulnerable to political shifts than Stellantis. Neither one is growing, but Stelantis has a forward P/E ratio of around 3, while Tesla is around 100. In other words, for the each dollar of profit they make this year, you have to pay ~33 times more for Tesla shares.
 
实际上，如果排除监管信贷，斯特兰提斯在最新财务报告中的表现要好于特斯拉。特斯拉本季度的净利润在排除监管信贷后同比下降了 75% 以上。特斯拉上季度的净收入大部分来自监管信贷。由于特斯拉销量下降，他们可能会提前部分信贷销售以虚增季度数据。补贴使它们盈利，特斯拉比斯特兰提斯更容易受到政治变化的影响。这两家公司都没有增长，但斯特兰提斯的预期市盈率约为 3，而特斯拉约为 100。换句话说，他们今年每赚一美元，你就得为特斯拉的股票支付约 33 倍的价格。
 
@Bora_H
What do car companies really own?  Factories and machines.   An available workforce that can operate the machines, near the factories. A design 'language' that has a proven market ( 'Intellectual Property' ).
Many foreign companies compete unfairly because their countries have little or no standards for pay, safety or pollution.  And plentiful corruption!
I don't want to live that way - and I bet you don't either.  We should not allow them to be imported.
 
汽车公司真正拥有的是什么？工厂和机器。工厂附近有一批可以操作机器的劳动力。一种具有成熟市场的设计“语言”（“知识产权”）。
许多外国公司进行不公平竞争，因为他们的国家几乎没有或根本没有薪酬、安全或污染标准。而且腐败现象猖獗！
我不想过这样的生活——我敢打赌你也不想。我们不应该允许它们进口。
 
@sb-fx3cp
They have way too many brands, their brands are competing with each other not with the other groups or Chinese cars! No competitive advantage except very small cars in very low price points in ICE vehicles. Their electric offerings will be in trouble as soon as Tesla have a smaller model and BYD starts production in Europe. They are already hopeless in other markets.
 
他们有太多品牌，他们的品牌之间相互竞争，而不是与其他集团或中国汽车竞争！除了内燃机汽车中价格非常低廉的小型车外，没有任何竞争优势。一旦特斯拉推出小型车型，比亚迪开始在欧洲生产，他们的电动车产品就会陷入困境。他们在其他市场已经绝望了。
 
@theblackhand6485
Alfa Romeo and Maserati are known for bad electrical components. The wiring harnesses are just of to thin wire and their computer management systems (ECU) software is probable bad written. This is known for decades.
Stellantis has to much brands. Let them sell the American brands like Chrysler. Sell brands or build them outside US and EU. Just supervise the whole process better. Then quality and compete effectively prices are coming back.
Selling to the Chinese is heading to go bankrupt due to a huge competition.
 
阿尔法罗密欧和玛莎拉蒂的电气元件质量很差。线束由太细的电线组成，而且它们的计算机管理系统 (ECU) 软件可能编写得很差。几十年来，人们都知道这一点。
斯特兰提斯的品牌太多了。让他们卖掉克莱斯勒这样的美国品牌吧。在美国和欧盟以外销售或生产品牌。只需更好地监督整个过程。然后质量和有效竞争价格就会回升。
由于竞争激烈，卖给中国人就要破产了。
 
@neildolan7177
Sam, you should embrace any EV as it is better for the environment in the long run. To get over the crisis, your company, BYD, had pivoted to hybrids, which is less effective. What is better, a Stalantis EV or a BYD hybrid?
 
萨姆，你应该接受任何电动汽车，因为从长远来看，它对环境更有利。为了度过危机，你（喜欢）的公司比亚迪转向了混合动力车，但效果不太好。斯特兰提斯电动汽车和比亚迪混合动力汽车哪个更好？
 
@cub35guy
Hedge Fund Group Stellantis did this to themselves -- I love it. Greed never ends well. It's very sad they've destroyed marquee named auto brands. But It's also to be expected when these companies try to run ANYTHING. If a hedge fund is running something -- you best believe it is going to be bean counted into the ground. JEEP is NOT a luxury brand -- so why is the freaking Wranger sold for upwards of 50K? That is insane. The prices for the Grand Cherokee -- outrageous. And no one needs a 115K Wagoneer! They've dug their grave -- now it's a matter of time before they are buried.
 
对冲基金集团斯特兰提斯就是这么做的——我很喜欢。贪婪没有好下场。他们毁掉了知名汽车品牌，这很可悲。但当这些公司试图经营任何事情时，这也是意料之中的。如果对冲基金正在经营某件事——你最好相信它会被彻底摧毁。JEEP 不是奢侈品牌——那么为什么 Wranger 的售价高达 5万美元？这太疯狂了。大切诺基的价格太离谱了。而且没人需要 11.5万美元的 Wagoneer！他们已经挖好了坟墓——埋葬他们只是时间问题。
 
@1millionstartups
Italians might be too proud to part with Maserati or any real italian brands but Jeep has a deep imprint in China being one of the oldest nameplates, and the first foreign one (along with VW) there. So it would make most sense for Chinese to buy jeep if the price is right, but of course no price is right with a dying brand with lousy product lines and even lousier UAW contract.
 
意大利人可能过于骄傲，不愿放弃玛莎拉蒂或任何真正的意大利品牌，但吉普在中国却有着很深的印记，它是最古老的品牌之一，也是第一个进入中国的外国品牌（与大众一起）。因此，如果价格合适的话，中国人购买吉普车是最明智的选择，但对于一个产品线糟糕、UAW合同更差、濒临消亡的品牌来说，无论什么价格都是不合适的。
 
@SuperHfhgfh
RIP Stellantis
 
安息吧，斯特兰蒂斯
 
@user-tk2xl5cx8z
BYD should buy them and save the company and also enter the USA and European market because they are the best. Buffet is a smart guy ...he bought BYD long time ago.
 
比亚迪应该收购它们，拯救该公司，并进入美国和欧洲市场，因为它们是最好的。巴菲特是个聪明人……他很久以前就投资了比亚迪。
 
@stonker77
Not surprising if it goes through. The Chinese have done a great job with Volvo, MG and Lotus.
 
如果成功的话，一点也不奇怪。中国人在收购和经营沃尔沃、MG 和 莲花等品牌方面表现非常出色。
 
@SimeonToko
BYD will do to Chrysler what Geely did to Volvo.
 
比亚迪将对克莱斯勒所做的，一如吉利对沃尔沃的做法。