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2021-10-30

Electric car is hot

Nio Is the Same Great Investment Opportunity It Always Was<blockquote>蔚来一如既往地是一个巨大的投资机会</blockquote>

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I don’t say tha","content":"In my estimation, investing in&nbsp;Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.<blockquote>据我估计，投资于蔚来（纽约证券交易所：蔚来）股票仍然是一个绝佳的机会。我这么说不仅仅是因为过去两周它的价格上涨了20%。事实上，我对股价在不久的将来继续上涨并不是很感兴趣。事实证明，蔚来在过去一年中一直不稳定。它是一家电动汽车制造商，也是一家中国公司，因此它完全有机会保持波动。</blockquote> But the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.<blockquote>但长期前景是清晰的。蔚来前途无量。尽管估值担忧依然存在，但它们被夸大了。电动汽车股票不是化石燃料汽车股票，它们永远不会以类似的方式交易。</blockquote> The reasons that investors should consider Nio remain the same: growth and position.<blockquote>投资者应该考虑蔚来的原因保持不变：增长和头寸。</blockquote> Losses are Paramount<blockquote>损失至关重要</blockquote> Naysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.<blockquote>反对者经常出于各种原因对蔚来吹毛求疵。这是一家年轻的公司，最近的季度收入为12.25亿美元，利润达到2.438亿美元。对于这样一家年轻的公司来说，这些数字是惊人的。然而，由于销售数据强劲，蔚来第二季度仍录得9090万美元的净亏损。</blockquote> If we compare those net losses to&nbsp;Tesla’s(NASDAQ:TSLA), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.<blockquote>如果我们将这些净损失与特斯拉的（纳斯达克：特斯拉），蔚来看起来还不错。从2015年到2019年，特斯拉每年净亏损超过5亿美元。2017年，这些损失接近20亿美元。而这些损失在2020年才变成净收益。</blockquote> That should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.<blockquote>这应该会缓解蔚来股票投资者的担忧。如果我们假设蔚来会步特斯拉的后尘，那么一个扭亏为盈的转折点显然就在前方。</blockquote> In my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.<blockquote>在我看来，损失是研究蔚来时需要考虑的最重要的数字之一。运营效率不可能一蹴而就。但任何积极的投资者都必须想象净收益对公司来说是不可避免的。</blockquote> Nio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.<blockquote>蔚来将继续增加交付数量，同时寻找新的效率。转折点很快就会出现。最近的一篇文章表明，这一点将在2023年出现。</blockquote> For now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.<blockquote>目前，在全球半导体短缺和供应链中断的情况下，投资者应该对蔚来的交付数据感到满意。</blockquote> Deliveries Equally Paramount<blockquote>交付同样重要</blockquote> In Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.<blockquote>第二季度，蔚来交付了21,896辆汽车。根据一个人的观点，这是令人失望的。与去年同期相比，这是一个非常强劲的数字。这些交付量比20年第二季度的10,331辆增加了112%。</blockquote> However, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.<blockquote>然而，在连续的基础上，有理由感到一些担忧。蔚来第一季度交付了20,060辆汽车。目前，9.15%的交付量增长对于蔚来来说还不够。这一事实导致蔚来股价在第二季度财报公布后立即下跌15%。</blockquote> So it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:<blockquote>因此，蔚来希望公众了解它预计会增加这些交付量也就不足为奇了。最近的一份新闻稿也显示了这一点：</blockquote> “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.” We can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.<blockquote>“在蔚来团队和供应链合作伙伴的共同努力下，蔚来于2021年9月在全球交付了10,628辆汽车，创下历史最高月度记录，同比强劲增长125.7%。”我们可以假设，如果供应链问题正常，蔚来在第二季度交付的车辆会多得多。然而，他们不是。蔚来指出，与其供应链合作伙伴的共同努力导致了9月份创纪录的交付量。换句话说，尽管存在问题，它还是努力推动，以便交付量增加。</blockquote> The company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.<blockquote>该公司还指出，截至9月份的三个月内交付了24,439辆汽车。这表明增长更符合投资者的预期，并且该公司正在解决供应链问题。</blockquote> What to Do<blockquote>怎么办</blockquote> I remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.<blockquote>尽管蔚来的宏观环境包括严重的阻力，但我仍然是它的粉丝。鉴于中国努力控制其经济，成为一家中国公司会让蔚来面临更大的风险。半导体供应链也特别困难。</blockquote> But Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.<blockquote>但蔚来将在第三季度再创历史新高。蔚来作为全球电动汽车竞争对手的未来是确定的。</blockquote>","source":"lsy1612507957220","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 Is the Same Great Investment Opportunity It Always Was<blockquote>蔚来一如既往地是一个巨大的投资机会</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 Is the Same Great Investment Opportunity It Always Was<blockquote>蔚来一如既往地是一个巨大的投资机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nInvestorPlace2021-10-29 15:02\n\n</h4>\n</header>\n<article>\nIn my estimation, investing in&nbsp;Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.<blockquote>据我估计，投资于蔚来（纽约证券交易所：蔚来）股票仍然是一个绝佳的机会。我这么说不仅仅是因为过去两周它的价格上涨了20%。事实上，我对股价在不久的将来继续上涨并不是很感兴趣。事实证明，蔚来在过去一年中一直不稳定。它是一家电动汽车制造商，也是一家中国公司，因此它完全有机会保持波动。</blockquote> But the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.<blockquote>但长期前景是清晰的。蔚来前途无量。尽管估值担忧依然存在，但它们被夸大了。电动汽车股票不是化石燃料汽车股票，它们永远不会以类似的方式交易。</blockquote> The reasons that investors should consider Nio remain the same: growth and position.<blockquote>投资者应该考虑蔚来的原因保持不变：增长和头寸。</blockquote> Losses are Paramount<blockquote>损失至关重要</blockquote> Naysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.<blockquote>反对者经常出于各种原因对蔚来吹毛求疵。这是一家年轻的公司，最近的季度收入为12.25亿美元，利润达到2.438亿美元。对于这样一家年轻的公司来说，这些数字是惊人的。然而，由于销售数据强劲，蔚来第二季度仍录得9090万美元的净亏损。</blockquote> If we compare those net losses to&nbsp;Tesla’s(NASDAQ:TSLA), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.<blockquote>如果我们将这些净损失与特斯拉的（纳斯达克：特斯拉），蔚来看起来还不错。从2015年到2019年，特斯拉每年净亏损超过5亿美元。2017年，这些损失接近20亿美元。而这些损失在2020年才变成净收益。</blockquote> That should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.<blockquote>这应该会缓解蔚来股票投资者的担忧。如果我们假设蔚来会步特斯拉的后尘，那么一个扭亏为盈的转折点显然就在前方。</blockquote> In my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.<blockquote>在我看来，损失是研究蔚来时需要考虑的最重要的数字之一。运营效率不可能一蹴而就。但任何积极的投资者都必须想象净收益对公司来说是不可避免的。</blockquote> Nio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.<blockquote>蔚来将继续增加交付数量，同时寻找新的效率。转折点很快就会出现。最近的一篇文章表明，这一点将在2023年出现。</blockquote> For now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.<blockquote>目前，在全球半导体短缺和供应链中断的情况下，投资者应该对蔚来的交付数据感到满意。</blockquote> Deliveries Equally Paramount<blockquote>交付同样重要</blockquote> In Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.<blockquote>第二季度，蔚来交付了21,896辆汽车。根据一个人的观点，这是令人失望的。与去年同期相比，这是一个非常强劲的数字。这些交付量比20年第二季度的10,331辆增加了112%。</blockquote> However, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.<blockquote>然而，在连续的基础上，有理由感到一些担忧。蔚来第一季度交付了20,060辆汽车。目前，9.15%的交付量增长对于蔚来来说还不够。这一事实导致蔚来股价在第二季度财报公布后立即下跌15%。</blockquote> So it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:<blockquote>因此，蔚来希望公众了解它预计会增加这些交付量也就不足为奇了。最近的一份新闻稿也显示了这一点：</blockquote> “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.” We can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.<blockquote>“在蔚来团队和供应链合作伙伴的共同努力下，蔚来于2021年9月在全球交付了10,628辆汽车，创下历史最高月度记录，同比强劲增长125.7%。”我们可以假设，如果供应链问题正常，蔚来在第二季度交付的车辆会多得多。然而，他们不是。蔚来指出，与其供应链合作伙伴的共同努力导致了9月份创纪录的交付量。换句话说，尽管存在问题，它还是努力推动，以便交付量增加。</blockquote> The company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.<blockquote>该公司还指出，截至9月份的三个月内交付了24,439辆汽车。这表明增长更符合投资者的预期，并且该公司正在解决供应链问题。</blockquote> What to Do<blockquote>怎么办</blockquote> I remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.<blockquote>尽管蔚来的宏观环境包括严重的阻力，但我仍然是它的粉丝。鉴于中国努力控制其经济，成为一家中国公司会让蔚来面临更大的风险。半导体供应链也特别困难。</blockquote> But Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.<blockquote>但蔚来将在第三季度再创历史新高。蔚来作为全球电动汽车竞争对手的未来是确定的。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html\">InvestorPlace</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196513869","content_text":"In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.\nBut the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.\nThe reasons that investors should consider Nio remain the same: growth and position.\nLosses are Paramount\nNaysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.\nIf we compare those net losses to Tesla’s(NASDAQ:TSLA), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.\nThat should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.\nIn my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.\nNio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.\nFor now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.\nDeliveries Equally Paramount\nIn Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.\nHowever, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.\nSo it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:\n\n “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.”\n\nWe can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.\nThe company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.\nWhat to Do\nI remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.\nBut Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":705,"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":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/840137317"}