希望福特3万美元的Fathom电动车能作为平价选择取得成功；但由于基础设施缺口和销量下滑，对电动车行业持怀疑态度。
逐段跳播
福特 3 万美元的电动卡车押注它能做到别人从未做到的事，这早就该来了，所以我希望他们能成功。福特的目标是在第一年销售 10 万辆新款 Fathom 电动卡车，这一目标在美国只有特斯拉曾为单一电动车型实现过。
起价约 3 万美元，在全新的路易斯维尔装配线上生产，Fathom 是福特对 F-150 Lightning 数十亿美元亏损的回应，CEO 吉姆·法利称其为公司的 Model T 时刻。
Ford's $30,000 EV truck is betting it can do what no one else has done, and this is long overdue, so I hope they pull it off. Ford aims to sell a 100,000 units of its new Fathom electric truck in year one, a target only Tesla has ever hit for a single EV model in the US. Starting around $30,000 and built at an all-new Louisville assembly line, the Fathom is Ford's answer to the F-150 Lightning's billions in losses with CEO Jim Farley calling it the company's Model T moment.
这是一个有趣且非常健谈的声明，但我喜欢它。考虑到背景，这个赌注很大胆。电动汽车在 8 月仅占美国销量的 5.7%，低于一年前的 10.3%，自 7500 美元的联邦税收抵免到期以来，整体电动汽车销量同比下降 48%。
这完全不让我惊讶。我一直非常直言不讳地表示我不是电动汽车行业的坚定支持者，因为我觉得美国还没有足够的基础设施来支持它。我没有电动汽车，我认为它在几年前有过高光时刻，但我个人会关注这个行业，但我不确定它是否一切都好，即使福特下了这么大的赌注。
That's an interesting and very gregarious statement, but I love it. The bet is bold given the backdrop. EVs were just 5.7% of US sales in August, down from 10.3% a year ago, with overall EV sales down 48% year-over-year since the $7,500 federal tax credit expired. This doesn't shock me at all. I've been very outspoken as not being a big supporter of the EV sector because I feel like we just don't have the infrastructure yet in the United States to support it. I don't have an EV and I think it had its moment a few years ago, but I personally will be keeping an eye on that sector, but I don't know if it's all rainbows and unicorns even though Ford is making this very large bet.
感谢这些分析。我希望福特能解决这个问题。我认为在电动汽车方面，应该有更多不仅仅是特斯拉的、人们负担得起的选择，因为你有 Rivian，但那些车要 6 万、7 万、8 万、10 万美元。
还有，我不知道，Polestar，对吧？我觉得那也是一个昂贵的品牌。就像有电动汽车存在，但它们要么是垃圾，你找不到人修，而且修起来很贵，就是表现不好，要么就是特斯拉。拥有特斯拉没什么不好。
我有很多朋友开特斯拉。但福特试图重新构想他们进入电动汽车领域的方式很酷，因为我知道他们做了一段时间的福特 Lightning，它一度是非常受欢迎的卡车，然后销量暴跌，我想他们停产了，现在他们推出这款 3 万美元的卡车，我完全支持。
Appreciate those breakdowns. You know, I hope Ford figures it out. I think there should be more than just Teslas as it relates to EVs that are affordable for people, you know, because you have Rivian, but those are like 60 70 80 $100,000. You've got, I don't know, Polestar, right? I think that's one that those are expensive. Like there's like there are EVs that are out there, but either they're crap and you can't find someone to like work on them and they're expensive to get worked on and it's just not doing well, or it's a Tesla. And there's nothing wrong with having Teslas. I have a lot of friends that drive them. But it's cool that Ford is trying to reimagine here their entrance into electric vehicles cuz I know they did the Ford Lightning for a little bit and it was a really popular truck for a little bit and then it fell off a cliff and I think they canled it and now they're going in with this $30,000 truck which I'm all for.
现在看新卡车，比如 Silverado，基础版 Silverado，都要 5 万、6 万美元，这太疯狂了。它只是一辆卡车。所以这比什么都让我恼火，但祝福特好运。希望他们能解决这个问题。
It's crazy when you look at new trucks now like a Silverado, a base Silverado, they're like $50, $60,000. It's just a truck. And so that bugs me more than anything, but good luck Ford. Hopefully they can figure it out.
这个频道对 $F 的历次判断
Rich Habits 在这只股票上只有这一条判断。