全球芯片“荒”到何时？大摩：至少要到2022年

华尔街见闻2021-05-03

芯片供应短缺持续困扰全球汽车业，摩根士丹利分析师Adam Jonas和Joseph Moore在最新报告中表示，这一局面或将持续到2022年。他们认为，许多汽车制造商将因此生产受阻，而福特汽车上周公布的二季度和全年产量、盈利预期，算是“芯片荒”下汽车业的第一个“盈利预警”。一季报公布后，福特CEO Jim Farley预计，由于芯片短缺可能进一步恶化，二季度计划产量将被迫减少50%，远高于...

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Comments

CTP
2021-05-04
CTP
Sklz
朝往欣欣向榮
2021-05-03
朝往欣欣向榮
買臺積電
猫咪b
2021-05-03
猫咪b
Really???
xiaochen10
2021-05-03
xiaochen10
why
MaxYang
2021-05-03
MaxYang
芯之痛
- zh2021:
  [难过]
- 求金:
  [暗中观察]

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