Jim Cramer Says Buy Ford Stock 'Hand Over Fist' After Tesla Analyst Calls Cybertruck A 'Cult Car'
Jim Cramer Says Buy Ford Stock 'Hand Over Fist' After Tesla Analyst Calls Cybertruck A 'Cult Car'
"We regularly speak with clients who believe Tesla may sell many hundreds of thousands of Cybertrucks annually," Jonas said. "We think it will more likely be an enthusiast/cult car with far more limited volume."After taking the Tesla Inc (NASDAQ:TSLA) Cybertruck for a spin last week, one analyst is calling it a "side-show" to the Tesla story.
服用后 特斯拉公司 （纳斯达克股票代码：TSLA）上周，一位分析师称其为特斯拉故事的 “附带秀”。
If the analyst is right about the long-awaited Tesla truck, Jim Cramer recommends another automaker as an obvious buy.
如果分析师对期待已久的特斯拉卡车的看法是正确的， 吉姆·克莱默 推荐另一家汽车制造商显然是值得买入的。
What To Know: Morgan Stanley's Adam Jonas is out with a new note on the Cybertruck, calling it a "cult car."
要知道什么： 摩根士丹利 亚当乔纳斯 在 Cybertruck 上发布了一张新纸条，称其为 “邪教车”。
"We regularly speak with clients who believe Tesla may sell many hundreds of thousands of Cybertrucks annually," Jonas said. "We think it will more likely be an enthusiast/cult car with far more limited volume."
乔纳斯说：“我们定期与客户交谈，他们认为特斯拉每年可能出售数十万辆Cybertrucks。”“我们认为它更有可能是发烧友/狂热车，但销量要有限得多。”
Jonas' early read is that the electric truck is overhyped as far as widespread interest goes and that Tesla will likely sell about 50,000 units a year.
乔纳斯的早期读法是，就广泛兴趣而言，电动卡车被炒得过头了，特斯拉每年可能售出约50,000辆。
Tesla has completely transformed from when the Cybertruck was initially unveiled in 2019. Tesla is now producing vehicles at scale and the truck isn't likely to fit into that approach, nor will it move the needle for Tesla financially, Jonas explains.
与2019年Cybertruck首次推出时相比，特斯拉已经发生了彻底的变化。乔纳斯解释说，特斯拉现在正在大规模生产汽车，而这辆卡车不太可能适合这种方法，也不会在财务上为特斯拉带来麻烦。
"The point we are making is that the scale and scope of ambitions for the company has evolved meaningfully," Jonas said, adding that Tesla would be better served to put a cap on production and roll the vehicle out as a limited edition model.
乔纳斯说：“我们提出的观点是，公司的雄心壮志的规模和范围已经发生了有意义的变化，” 他补充说，特斯拉最好设定产量上限，将该车作为限量版车型推出。
Perhaps a cap of 100,000 units per year could be in the cards, he says, with a total production run of 420,699 units.
他说，也许可以设定每年10万辆的上限，总产量为420,699辆。
"In this current iteration, we do not believe the Cybertruck poses a significant threat to the established pickup truck market," Jonas said.
乔纳斯说：“在目前的迭代中，我们认为Cybertruck不会对现有的皮卡车市场构成重大威胁。”
See Also: Tesla Analyst Says 'Weaponized' Capacity Is Already Priced In
另见：特斯拉分析师表示，“武器化” 容量已经定价了
Why It Matters: On Thursday, Cramer appeared on CNBC's "Squawk On The Street," and called the Morgan Stanley note a buy signal for Ford Motor Co (NYSE:F).
为什么重要： 周四，克莱默出现在CNBC的 “Squawk On The Street” 上，并称摩根士丹利的票据是买入信号 福特汽车公司 （纽约证券交易所：F）。
The "Mad Money" host applauded Jonas' call and largely agreed with his take that it could be a "cult car" of sorts.
这位 “疯狂的钱” 主持人对乔纳斯的电话表示赞赏，并基本同意他的看法，即这可能是一辆 “邪教汽车”。
"You want to buy Ford hand over fist if this is the case," Cramer said.
克莱默说：“如果是这样的话，你想先买下福特。”
Ford has traded relatively flat over the last three months and Cramer expects the Detroit-based automaker to turn in strong numbers on its next quarterly report.
在过去的三个月中，福特的交易相对持平，克莱默预计，这家总部位于底特律的汽车制造商将在下一份季度报告中公布强劲的数字。
Ford's biggest worry is increasing competition against the F-150, which has been America's best-selling vehicle for a long time running.
福特最大的担忧是与 F-150 的竞争日益激烈，长期以来一直是美国最畅销的汽车。
The electric version of the truck has seen strong demand out the gates and if the competition starts to fade, Ford is the stock to buy, Cramer said.
克莱默说，电动版卡车的需求已经强劲，如果竞争开始消退，福特是值得买入的股票。
Check This Out: Props From The Motor City To The Dogefather - Former Ford CEO Says Tesla Is 'One Generation Ahead,' Has 'Leg-Up' On EV Competition
看看这个：从汽车城到 Dogefather 的道具——福特前首席执行官称特斯拉 “领先一代”，在电动汽车竞赛中 “站稳脚跟”
TSLA, F Price Action: At time of publication, Tesla was down 0.48% at $181.12 and Ford was down 1.66% at $12.77, according to Benzinga Pro.
TSLA、F Price Action： 根据Benzinga Pro的数据，在发布时，特斯拉下跌0.48％，至181.12美元，福特下跌1.66％，至12.77美元。
Photo: courtesy of Tesla
照片：由特斯拉提供
