Rivian's Fledging Rally Faces Test As EV Maker Gears To Host Investor Day: Here's What Fund Manager Expects From The Event
Rivian's Fledging Rally Faces Test As EV Maker Gears To Host Investor Day: Here's What Fund Manager Expects From The Event
Rivian Automotive, Inc. (NASDAQ:RIVN) stock is on a two-session run-up, and the continuation of the rally depends on the news emerging out of its investor day scheduled for 9 a.m. EDT on Thursday.
Rivian Automotive，Inc.（納斯達克股票代碼：RIVN）的股票在連續兩個交易日上漲，今後的上漲取決於計劃於美國東部時間週四上午9點舉行的投資者日的消息。
What Happened: Ahead of the event, fund manager Gary Black, in a post on X, formerly Twitter, detailed his expectations.
事情的經過：在此次活動之前，基金經理Gary Black在X，即Twitter上發帖詳細說明了他的預期。
Georgia Plant Plans: The recently announced cash infusion from German legacy automaker Volkswagen AG (OTC:VWAGY) will likely help the company to move forward with plans to build the new 400,000-unit capacity Georgia electric-vehicle factory, said Black.
喬治亞工廠計劃：最近宣佈的德國傳統汽車製造商大衆股份公司（OTC：VWAGY）的注資可能有助於該公司推動新的40萬輛產能喬治亞電動汽車工廠的建設，Gary Black說。
Rivian initially planned to build its second-generation EVs, codenamed R2, from the Georgia plant but later decided to accommodate these vehicles at its existing Normal, Illinois plant. The company reasoned that the changed plan was to skimp on costs. It received $827 million worth of incentives from the state of Illinois to expand its main factory in Normal.
最初計劃在喬治亞工廠生產其第二代電動汽車代號爲R2，但後來決定將這些車輛放在其位於伊利諾伊州諾馬爾的現有工廠中。該公司認爲改變計劃是爲了節省成本。它從伊利諾伊州獲得了8.27億美元的激勵措施，以擴大位於諾馬爾的主要工廠。
Black, Managing Partner at Future Fund, said the company can now manufacture its mass-market R3 EVs at the Georgia plant.
Future Fund的管理合夥人Gary Black表示，該公司現在可以在喬治亞工廠生產其大衆市場的R3 EV。
Margin Goals: Rivian will likely say at the event that it continues to target break-even gross margin by the end of 2024, said Black. The company, which is yet to turn a profit, targets a small gross profit for the fourth quarter. The EV maker recorded a negative gross profit of $527 million for the first quarter.
毛利目標：Gary Black說，Rivian可能會在活動中表示，它仍然目標在2024年底達到盈虧平衡的毛利率。該公司尚未盈利，其目標是第四季度實現微薄的毛利潤。這家電動汽車製造商在第一季度錄得5.27億美元的負毛利潤。
Production Goals: Black expects Rivian to reaffirm its 2024 production guidance of at least 57,000 vehicles. The EV industry is going through an inclement environment, with demand dropping and industry players undercutting competition.
生產目標：Gary Black預計Rivian會重申其至少生產57,000輛汽車的2024年生產指引。電動汽車行業正經歷着惡劣的環境，需求下降，製造商互相壓價。
Why It's Important: Rivian announced earlier this week up to $5 billion investment from Volkswagen, with the companies also floating plans for a joint venture to share EV architecture and software. Wedbush's Daniel Ives called the deal a major win for Rivian and raised the stock's price target from $15 to $20.
爲什麼很重要：Rivian本週早些時候宣佈從大衆獲得最高50億美元的投資，並且兩家公司還計劃建立合資企業共享電動汽車架構和軟件。Wedbush的Daniel Ives稱這項交易對Rivian來說是一個重大的勝利，並將股票的價格目標從15美元提高到20美元。
"A breath of fresh air as the Rivian story develops; all about production and execution looking forward for the story to continue its build," he said.
他說：“隨着Rivian的故事發展，這是一股新鮮空氣；所有的事情都關於生產和執行，期待故事繼續發展。”
In premarket trading on Thursday, Rivian shares were up 0.54% at $14.82, according to Benzinga Pro data. The stock has gained about 43% this week.
根據Benzinga Pro數據，週四盤前，Rivian的股票價格上漲0.54％，至14.82美元。本週該股上漲約43％。
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譯文內容由第三人軟體翻譯。