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2022-03-22
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NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.<blockquote>蔚来财报即将发布。预计华尔街将保持看涨并下调目标。</blockquote>
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Expect Wall Street to Stay Bullish and Cut Targets.<blockquote>蔚来财报即将发布。预计华尔街将保持看涨并下调目标。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<p><html><head></head><body>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p><blockquote><html><head></head><body>自今年年初以来，中国电动汽车制造商蔚来的股价大幅下跌。但华尔街仍然非常喜欢这只股票。</body></html></blockquote></p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p><blockquote>尽管存在潜在的看涨情绪，但在该公司周四公布财报之后甚至之前，投资者应该做好准备迎接一些分析师的转变。</blockquote></p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p><blockquote>德意志银行的Edison Yu说明了原因。Yu周一写了一份积极的报告，预览了蔚来（股票代码：蔚来）第四季度的收益。于写道，“潮流可能最终会转向”。“虽然由于运营瓶颈，过去几个季度的销量停滞不前，但我们认为今年的交付量有望从[每月10,000辆增加到25,000辆]，这将使人们的叙述从供应限制转向产品周期。”</blockquote></p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p><blockquote>所有汽车制造商都在应对零部件短缺的问题——半导体的短缺是最为人所知的。蔚来也不例外。尽管如此，该公司还是成功推出了新车，包括ET7和ET5轿车，并获得了顶级汽车杂志的好评。</blockquote></p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p><blockquote>Yu将该股评级为买入，但将目标价从每股70美元下调至50美元。此举很简单地反映了该股的交易情况。</blockquote></p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p><blockquote>截至周一交易，蔚来股价今年迄今已下跌约34%，较7月份每股超过55美元的52周高点下跌62%，远低于今年迄今6%和4%的可比跌幅标普500和道琼斯工业平均指数，远比电动汽车领导者特斯拉(TSLA)糟糕。特斯拉股价今年迄今已下跌约14%，跌幅约27%</blockquote></p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p><blockquote>利率上升和通货膨胀损害了所有电动汽车股票。一篮子进入锂离子电池的金属，由<i>巴伦周刊</i>，今年迄今上涨了60%以上。这使得电动汽车更加昂贵，并给利润率带来压力。</blockquote></p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p><blockquote>但在美国上市的中国电动汽车公司也因对美股退市的担忧而受到损害。中国公司必须遵守华盛顿的审计标准，才能保持在华尔街的上市地位。蔚来及其同行似乎符合要求，但投资者不确定。如果退市发生，可能还需要几年时间。</blockquote></p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.</p><p><blockquote>Yu的新目标价比该股近期交易价格高出约140%，上涨空间很大。他降低了目标价，因为目标价通常不会高于股票交易价格。根据平均目标价，标普500股票的平均隐含涨幅约为13%。</blockquote></p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p><blockquote>分析师的目标价格很有帮助，但他们可以倾向于跟踪市场上正在发生的任何事情。</blockquote></p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p><blockquote>总体而言，约91%研究蔚来股票的分析师将股票评级为买入。标准普尔股票的平均买入评级约为58%。分析师的平均目标价约为50美元，与Yu的目标价相同。</blockquote></p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p><blockquote>分析师预计，蔚来将从15亿美元的销售额中每股亏损约14美分。该公司报告称，2020年第四季度销售额为10亿美元，每股亏损16美分。</blockquote></p><p>The company’s numbers are due out Thursday after the close of trading.</p><p><blockquote>该公司的数据将于周四收盘后公布。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.<blockquote>蔚来财报即将发布。预计华尔街将保持看涨并下调目标。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.<blockquote>蔚来财报即将发布。预计华尔街将保持看涨并下调目标。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-03-22 10:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p><blockquote><html><head></head><body>自今年年初以来，中国电动汽车制造商蔚来的股价大幅下跌。但华尔街仍然非常喜欢这只股票。</body></html></blockquote></p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p><blockquote>尽管存在潜在的看涨情绪，但在该公司周四公布财报之后甚至之前，投资者应该做好准备迎接一些分析师的转变。</blockquote></p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p><blockquote>德意志银行的Edison Yu说明了原因。Yu周一写了一份积极的报告，预览了蔚来（股票代码：蔚来）第四季度的收益。于写道，“潮流可能最终会转向”。“虽然由于运营瓶颈，过去几个季度的销量停滞不前，但我们认为今年的交付量有望从[每月10,000辆增加到25,000辆]，这将使人们的叙述从供应限制转向产品周期。”</blockquote></p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p><blockquote>所有汽车制造商都在应对零部件短缺的问题——半导体的短缺是最为人所知的。蔚来也不例外。尽管如此，该公司还是成功推出了新车，包括ET7和ET5轿车，并获得了顶级汽车杂志的好评。</blockquote></p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p><blockquote>Yu将该股评级为买入，但将目标价从每股70美元下调至50美元。此举很简单地反映了该股的交易情况。</blockquote></p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p><blockquote>截至周一交易，蔚来股价今年迄今已下跌约34%，较7月份每股超过55美元的52周高点下跌62%，远低于今年迄今6%和4%的可比跌幅标普500和道琼斯工业平均指数，远比电动汽车领导者特斯拉(TSLA)糟糕。特斯拉股价今年迄今已下跌约14%，跌幅约27%</blockquote></p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p><blockquote>利率上升和通货膨胀损害了所有电动汽车股票。一篮子进入锂离子电池的金属，由<i>巴伦周刊</i>，今年迄今上涨了60%以上。这使得电动汽车更加昂贵，并给利润率带来压力。</blockquote></p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p><blockquote>但在美国上市的中国电动汽车公司也因对美股退市的担忧而受到损害。中国公司必须遵守华盛顿的审计标准，才能保持在华尔街的上市地位。蔚来及其同行似乎符合要求，但投资者不确定。如果退市发生，可能还需要几年时间。</blockquote></p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.</p><p><blockquote>Yu的新目标价比该股近期交易价格高出约140%，上涨空间很大。他降低了目标价，因为目标价通常不会高于股票交易价格。根据平均目标价，标普500股票的平均隐含涨幅约为13%。</blockquote></p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p><blockquote>分析师的目标价格很有帮助，但他们可以倾向于跟踪市场上正在发生的任何事情。</blockquote></p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p><blockquote>总体而言，约91%研究蔚来股票的分析师将股票评级为买入。标准普尔股票的平均买入评级约为58%。分析师的平均目标价约为50美元，与Yu的目标价相同。</blockquote></p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p><blockquote>分析师预计，蔚来将从15亿美元的销售额中每股亏损约14美分。该公司报告称，2020年第四季度销售额为10亿美元，每股亏损16美分。</blockquote></p><p>The company’s numbers are due out Thursday after the close of trading.</p><p><blockquote>该公司的数据将于周四收盘后公布。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4132,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/637342751"}
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