車用晶片缺，一如70年代初期的油價
本帖最後由 sec2100 於 2021-8-23 08:01 編輯https://www.barrons.com/articles ... 07891?siteid=yhoof2
The result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.
That’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. Ford Motor (F) and General Motors (GM) shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.
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