the obvious: the manager is being sloppy. Whether they are correct or not is irrelevant; thinking and writing clearly about these issues is literally this person's entire day job. A sloppy report is the tip of an iceberg of sloppier thinking.
The conspiracy: the manager has an axe to grind that aligns with incumbent auto-makers' business strengths, suggesting that the analysis is debased in one way or another.
The "mind explodes": the manager is talking their book; behind the manager is a team using mountains of data to design messages that optimally push the market in the direction they want. The purpose of the message is not to be logically coherent to nerds on the internet. The point is to convince a few portfolio managers to behave in one way or another, and perhaps also to signal sentiment analysis algos.
The conspiracy: the manager has an axe to grind that aligns with incumbent auto-makers' business strengths, suggesting that the analysis is debased in one way or another.
The "mind explodes": the manager is talking their book; behind the manager is a team using mountains of data to design messages that optimally push the market in the direction they want. The purpose of the message is not to be logically coherent to nerds on the internet. The point is to convince a few portfolio managers to behave in one way or another, and perhaps also to signal sentiment analysis algos.