Value Investing with Sven Carlin, Ph.D. 对 $GM 的判断变化

2026-09-16
《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
通用汽车当前基本面强劲,但若美国出现衰退,其作为高风险投资将面临显著下行风险。

通用汽车表现很好。

General Motors is doing great.

如果你看看通用汽车,一切看起来都很好。现金流巨大。美国人乐意花更多钱买车。这就是为什么通胀更高。但保护自己的产业并没有错。好吧,股票表现不错,营收稳定,利润率略有改善,现金流巨大。

If you look at GM, everything looks good. High huge cash flows. Americans are happy to pay more for their cars. That's why you have more inflation. But nothing wrong with protecting one's own industry.

Okay, stocks are doing good revenues, stable margins, improving a little bit, huge cash flows.