Solving The Money Problem 对 $VWAGY 的判断变化

2026-09-12看跌
Volkswagen In Death Spiral (and it's getting worse)
大众汽车因管理不善和结构性问题而陷入不可逆的衰落(“已成定局”),当前的重组努力不足以挽救公司。

大众的处境不妙。大众面临的背景是,他们看到竞争环境正在恶化。大众的长期财务状况面临越来越大的压力,因此它需要加倍削减。

Things are not going well for Volkswagen. The backdrop for Volkswagen is that there is a deterioration they see in the competitive environment. There is the increased pressure on Volkswagen's long-term financial position and therefore it needs to double down on the cuts.

先是3月份提出裁员5万人,现在又裁5万人,这使大众到本十年末至少裁减全球员工总数的约15%到18%而这对工会意味着什么,尤其是代表董事会中工人的工会,他们说这意味着不会有强制裁员,而且事实上有一个目标,例如到本十年末实现9%的利润率和900万辆的汽车销量,通过做到这一点,也许在部分较长期裁员上还有一些回旋余地。

First outlining 50,000 job cuts in March and another 50,000 now which takes Volkswagen to around maybe 15 to 18% of the global workforce being trimmed over the end of the decade at least and what this means for the unions, particularly the the labor unions who represent the workers on the board, they are saying that this means that there will be no compulsory compulsory redundancies and the fact that there there is a target of achieving, for example, a 9% margin and 9 million unit sales of cars by the end of the decade and by doing that maybe there is some wiggle room around some of the longer-term job cuts.