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US Military Aid to Ukraine Will Only End With 'Real Political Revolution' in America, Analyst Warns_我的网站

一 | This Friday, Washington unveiled yet another $820 million package of security support for Ukraine, which includes two cutting-edge surface-to-air missile systems and four additional counter-artillery radars.,The Biden administration indicated the new package included extra ammo for High Mobility Artillery Rocket Systems (HIMARS) that were already given to Ukraine, noting US authorities almost weekly coordinate more and more new deliveries of arms and finances to Kiev counterparts amid pledges to give even more.,All this takes place against the backdrop of unprecedented in recent decades domestic inflation and an economic crisis that threatens to plounge the US into a recession comparable to the "Great Recession" of 2008.,US Treasury’s Yellen Says Inflation Causes ‘Global, Not Local,’ US Not Destined for Recession20 June, 20:11 GMT,Despite all that, US President Joe Biden said earlier this week that Washington plans to support Ukraine for as long as necessary, thus refuting the allegations that some day the time when the well will dry up would not come.,'No Escape' While Situation 'Going to Get Worse',US investigative journalist Daniel Lazare told Sputnik that in the current global situation the biggest problem for Washington is that it "is colliding head-on with reality.","The Ukraine war is not going well, Russia is advancing steadily, and few more arms shipments are not going to make much of a difference," he explained. "The economy is in serious trouble, the sanctions that were supposed to bring Russia to its knees are backfiring spectacularly, while [US Treasury Secretary] Janet Yellen's scheme for putting a cap on Russian oil prices is being met with worldwide derision.",According to the pundit, the whole foreign policy of the US "seems to be heading for another crisis," which prompted the journalist to ponder whether that really is a "par for the course.","If confidence is plummeting, it's because no one thinks the Biden administration is the least bit competent," he said of the Biden administration's recent poll numbers. "Yet all the alternatives are so much worse. Pretty grim, isn't it?",Per Lazare, there is "no escape" out of the situation the US is currently in, and all Biden can do is smile uneasily while UK Prime Minister Boris Johnson jokes about showing off his pecs.,"Things are only going to get worse," he asserted.,'This Will Only End When There Is Real Political Revolution in US',Meanwhile, American geopolitical analyst Tom Luongo remarked that the ongoing conflict in the eastern European nation is nothing more than a "war between civilizations," in US neoconservatives' efforts to "forestall Russia taking control of Ukraine.",Touching on Washington officials' motives behind the ever-increasing aid to Kiev, Luongo told Sputnik that the American president, "as a proxy for the oligarchs in Davos, is acting on their behalf to ultimately weaken the US by sending weapons overseas and destroying US leadership and credibility.","This will only end when there is a real political revolution in the US," he argued.,Wall St. Driven to Worst First-Half in 50 Years by Recession Fears30 June, 18:57 GMT,Asked about why the Biden administration is concentrated so much on the crisis abroad rather than resolving issues at home, the analyst asserted that the president was "put in charge to destroy the US.","Biden and his administration are vandals," he claimed. "They are not acting in the US’s best interests but have subordinated our public policy to the wishes of foreign powers.",According to Luongo, "too many conservatives want to align the DNC with China, but it’s clear that while China is helping erode the political cohesiveness of the US it is Davos and their Climate Change/technocracy agenda that is pulling all the strings.",The expert offered that the incumbent administration is not interested in mitigating, for instance, the ongoing energy sector crisis, because it "is being run by traitors.",More to that, Luongo believes the US economy cannot afford to sponsor Washington's ambitions for long period of time. The analyst argued there is sincere and well-organized pushback coming from "the most unlikely place," which is some of the US biggest banks and the Federal Reserve, which is "aggressively tightening monetary policy to drain the world of dollars and break both the offshore euro, dollar markets and put China’s financial partners, namely Hong Kong, under sincere pressure.","If the Fed doesn’t do this now, the odds of a political disintegration of the US by the end of the decade rise dramatically," the expert suggested.,Washington's Ukraine Aid Spending May Affect US Economy, Experts Warn21 May, 13:38 GMT,Speculating about where the United States has again found huge funds to aid Ukraine this week, and how the budget is going to cover the next multi-million spending, he said that for 2022, the money used had already been allocated. However, according to Luongo, Congress eventually will have to sell debt into the market, either for domestic or foreign purchase, or for monetization by the Fed.,"The Fed is raising rates to stop the money spigot in DC by forcing Congress to act more responsibly," Luongo explained. "Think of these spending allocations and pledges, like the $600 billion for global infrastructure to thwart China’s Belt and Road Initiative as attempts at blackmailing a reluctant Fed to monetize debt the world no longer wants to buy.",The analyst also weighed in on the recent statement by the Federal Reserve Bank of Atlanta, which forecasted that the second quarter would see a 1% decline in the US GDP, a move that would in turn mark the beginning of recession.,Asked what were the chances of a "large-scale economic collapse" in this course of action, Luongo noted there is a significant difference between the recession and the latter. He emphasized the Fed should continue its current effort in order to compel resolution to numerous unresolved geopolitical challenges and imbalances.,"If it’s going to ‘act globally’ this is how it should do so, by taking away the punchbowl of offshore USD-based credit, Eurodollars, and regain control over its own monetary policy," he pointed out.,According to Luongo, to balance the books from the last inflationary boom, one must pay a price that may include a severe recession and economic disruption in the US economy for "a year or two.","I think the worst of those effects on the US economy will be blunted by the complete collapse of the European economy and sovereign debt markets," the expert concluded. "However, it won’t last forever, two maybe three years, but it will be enough time to effect real political change. We’ll know at this year’s midterm elections what the American people really think about these things.",Let Drivers Pay Price for World Domination, Says Biden,Meanwhile, just this Thursday, Biden told reporters that those behind the wheel in the US will be compelled to pay current record fuel prices for "as long as necessary.","As long as it takes so Russia cannot in fact defeat Ukraine and go beyond Ukraine," Biden said. "This is a critical position for the world.",A CNN report this week detailed that the US Department of Defense is considering 1,300 ideas from 800 companies to create new weaponry and commercial capabilities they might be able to produce to aid Ukraine in the near future.,The suggestions reportedly address several of the crucial needs that Ukraine has highlighted, including air defense, anti-armor, anti-tank, anti-personnel, coastal defense, drones, secure communications and counter battery.,Additionally, should the ongoing crisis last a long period, the US reportedly plans to increase the capability of its industrial base to serve Ukraine's demands.,Situation in UkraineEx-CIA Analyst: US Military Aid Not a Game Changer for Kiev, Ukraine Has Already Lost6 June, 16:31 GMT,Ever since the conflict began in late February, the US has provided Kiev with over $54 billion in financial and military aid, including $40 billion package for aid to Ukraine that was passed by Congress in May.,According to the estimates, with the newest $820 million tranche, the US has provided Ukraine with $7.6 billion in military aid since the Biden administration took office in January 2021.,Following a request for assistance from the republics of Donetsk and Lugansk to protect themselves against Ukrainian forces' escalating onslaught, Russia began a special military operation in Ukraine on February 24. According to the Russian Ministry of Defense statements, the civilian populace is not in risk because the operation is only focused on Ukrainian military facilities.。 特斯拉汽车第三季度调整后每股收益超出华尔街分析师预期,但营收未能达到预期,从而导致盘后股价下跌逾3%。

二 | 第三季度业绩概要:在截至9月30日的这一财季,特斯拉归属于普通股股东的净利润为32.92亿美元,与去年同期归属于普通股股东的净利润的16.18亿美元相比增长103%,而上一季度归属于普通股股东的净利润为22.59亿美元。特斯拉第三季度归属于普通股股东的每股收益为0.95美元,与去年同期归属于普通股股东的每股收益0.48美元相比增长98%,而上一季度归属于普通股股东的每股收益为0.65美元。不计入某些一次性项目(不按照美国通用会计准则),特斯拉第三季度归属于普通股股东的调整后净利润为36.54亿美元,与去年同期归属于普通股股东的调整后净利润20.93亿美元相比增长75%,而上一季度归属于普通股股东的调整后净利润为26.20亿美元。

三 | 不计入某些一次性项目(不按照美国通用会计准则),特斯拉第三季度归属于普通股股东的调整后每股收益为1.05美元,与去年同期归属于普通股股东的调整后每股收益0.62美元相比增长69%,而上一季度归属于普通股股东的调整后每股收益为0.76美元,这一业绩超出分析师此前预期。

四 | 据雅虎财经频道提供的数据显示,26名分析师此前平均预期特斯拉第三季度调整后每股收益将达0.99美元。

五 | 特斯拉汽车第三季度总营收为214.54亿美元,与去年同期的137.57亿美元相比增长56%,而上一季度为169.34亿美元,这一业绩未能达到分析师此前预期。据雅虎财经频道提供的数据显示,25名分析师此前平均预期特斯拉第三季度营收将达219.6亿美元。特斯拉汽车第三季度运营利润为36.88亿美元,与去年同期的20.04亿美元相比增长84%,而上一季度为24.64亿美元。特斯拉汽车第三季度运营利润率为17.2%,与去年同期的14.6%相比上升262个基点,而上一季度同样为14.6%。特斯拉汽车第三季度调整后EBITDA(即未计入利息、税项、折旧及摊销的净利润)为49.68亿美元,与去年同期的32.03亿美元相比增长5%,而上一季度为37.91亿美元。特斯拉汽车第三季度调整后EBITDA利润率为23.2%,与去年同期的23.3%相比下降13个基点,而上一季度为22.4%。

六 | 各部门业绩:特斯拉汽车第三季度来自于汽车业务的总营收为186.92亿美元,与去年同期的120.57亿美元相比增长55%,而上一季度为146.02亿美元。其中:- 来自于汽车销售业务的营收为177.85亿美元,相比之下去年同期为113.93亿美元,而上一季度为136.70亿美元;- 来自于汽车监管信用(regulatory credit)的营收为2.86亿美元,相比之下去年同期为2.79亿美元,而上一季度为3.44亿美元;- 来自于汽车租赁业务的营收为6.21亿美元,相比之下去年同期为3.85亿美元,而上一季度为5.88亿美元。- 该季度汽车业务的毛利润为52.12亿美元,与去年同期的36.73亿美元相比增长42%,而上一季度为40.81亿美元。该季度汽车业务的毛利率为27.9%,与去年同期的30.5%相比下降258个基点,而上一季度同样为27.9%。特斯拉汽车第三季度来自于发电和储能业务的营收为11.17亿美元,相比之下去年同期为8.06亿美元,而上一季度为8.66亿美元。特斯拉汽车第三季度来自于服务及其他业务的营收为16.45亿美元,相比之下去年同期为8.94亿美元,而上一季度为14.66亿美元。产量和交付量数据:特斯拉汽车第三季度的总汽车产量为365923辆,与去年同期的237823辆相比增长54%。其中,Model S和Model X车型的产量为19935辆,与去年同期的8941辆相比增长123%;Model 3和Model Y车型的产量为345988辆,与去年同期的228882辆相比增长51%。特斯拉汽车第三季度的总汽车交付量为343830辆,与去年同期的241391辆相比增长42%。其中,Model S和Model X车型的交付量为18672辆,与去年同期的9289辆相比增长101%;Model 3和Model Y车型的交付量为325158辆,与去年同期的232102辆相比增长40%。成本和支出:特斯拉汽车第三季度总营收成本为160.72亿美元,相比之下去年同期为100.97亿美元。

七 | 其中:- 汽车销售业务的营收成本为130.99亿美元,相比之下去年同期为81.50亿美元;- 汽车租赁业务的营收成本为3.81亿美元,相比之下去年同期为2.34亿美元;- 汽车业务的整体运营成本为134.80亿美元,相比之下去年同期为83.84亿美元;- 发电和储能业务的营收成本为10.13亿美元,相比之下去年同期为8.03亿美元;- 服务及其他业务的营收成本为15.79亿美元,相比之下去年同期为9.10亿美元。

八 | 特斯拉汽车第三季度总运营支出为16.94亿美元,相比之下去年同期为16.56亿美元。其中,研发支出为7.33亿美元,相比之下去年同期为6.11亿美元;销售、总务和行政支出为9.61亿美元,相比之下去年同期为9.94亿美元。

九 | 现金流和资本支出:特斯拉汽车第三季度来自于业务运营活动的净现金为51.00亿美元,相比之下去年同期来自于业务运营活动的净现金为31.47亿美元,同比增长62%。特斯拉汽车第三季度的资本支出为18.03亿美元,与去年同期的18.19亿美元相比下降1%。特斯拉汽车第三季度的自由现金流为32.97亿美元,与去年同期的13.28亿美元相比增长148%。截至第三季度末为止,特斯拉汽车所持有的现金和现金等价物总额为211.07亿美元,与截至2021年第三季度末为止的160.95亿美元相比增长31%。前景展望:特斯拉表示,该公司计划尽快扩大其制造能力。

十 | 在未来几年时间里,预计车辆交付量将可每年平均增长50%,增长率将取决于设备能力、工厂正常运行时间、运营效率以及供应链的产能和稳定性。特斯拉称,该公司有足够的流动性来为其产品路线图、长期产能扩张计划和其他费用提供资金。特斯拉表示,该公司正在继续执行创新计划以降低制造和运营成本;随着时间的推移,预计该公司除了硬件相关利润以外,软件相关利润也将加速增长。特斯拉称,美国得克萨斯州和德国柏林-勃兰登堡工厂的产能扩张速度将受到许多新产品成功推出的影响,并将受到新工厂制造技术以及正在进行中的供应链相关挑战的影响。该公司指出,工厂提高产能是需要时间的,而得克萨斯州和德国柏林-勃兰登堡工厂也不例外。特斯拉还称其在Cybertruck的产业化方面正在取得进展,目前计划在得克萨斯州生产这种车型,但首先要提高该工厂的Model Y车型产能。

十一 | 此外,特斯拉Semi车型的初始阶段将于2022年12月启动。股价变动:当日,特斯拉汽车股价在纳斯达克常规交易中上涨1.85美元,报收于222.04美元,涨幅为0.84%。在随后截至美国东部时间周三下午5点48分(北京时间周四凌晨5点48分)的盘后交易中,特斯拉汽车股价下跌6.93美元,至215.11美元,跌幅为3.12%。过去52周,特斯拉汽车的最高价为414.50美元,最低价为204.16美元。(唐风)。
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