YHHH的个人主页 - 老虎社区

YHHH

YHHH

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0勋章

2021-05-31

Salesforce is good!

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2021-05-31

SEA and Airbnb! Interesting choices

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2021-05-28

Great ariticle, would you like to share it?

@美股投资网:散户联手机构，拉爆AMC股价，单日+50%

2021-05-26

Looks like a buy!

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2021-05-14

Isnt inflation good fir companies?

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2021-05-14

Buy snowflake?

Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>

2021-05-14

$Appian Corp(APPN)$sad

2021-05-14

Is this the cause of more declines?

抱歉，原内容已删除

2021-04-27

Comment like please

Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>

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期权进行了看涨扫盘，期权执行价为20美元。该交易为44,608美元的多头押注，该交易员为每份期权合约支付了1.36美元。上午9点35分，一名交易员在接近卖出价的地方，对5月28日到期的229份AMC期权执行了看涨扫盘，执行价格为16美元。该交易为67,097美元的多头押注，该交易员为每份期权合约支付了2.93美元。上午9点41分，一名交易员对241份 AMC 的期权执行了高于期权要求的看涨扫盘，期权执行价为15美元，将于2023年1月20日到期。该交易为232,565美元的多头押注，该交易员为每份期权合约支付了9.65美元。上午9点46分，一名交易员对5月28日到期的256份AMC期权执行了看涨扫盘，看涨价格为16美元。该交易代表了68,608美元的看涨押注，该交易员为每份期权合约支付了2.68美元。上午9点49分，一名交易员在接近买入价的地方对AMC 的","text":"今日AMC股价出现暴涨行情，大涨51%，原因是大量的机构投资者入场。昨天，许多机构期权交易员几百万押注 $AMC院线(AMC)$ 暴涨，WSB散户再度抱团，顺势追高。这周二，许多机构期权交易员涌入 $游戏驿站(GME)$ ，赌了超过367,915美元的游戏零售商的股票将上涨。周三，机构交易员押注AMC股价将飙升，期权总价值超过190万美元，少数交易员接受执行价为40美元的看涨期权。AMC 做空比率大概在20%左右，不算很高。我们美股投资网的 期权异动监控系统，扫描到AMC的大单，不断提示会员周三上午9点34分，一名交易员在接近买入价的地方，对5月28日到期的328份AMC 期权进行了看涨扫盘，期权执行价为20美元。该交易为44,608美元的多头押注，该交易员为每份期权合约支付了1.36美元。上午9点35分，一名交易员在接近卖出价的地方，对5月28日到期的229份AMC期权执行了看涨扫盘，执行价格为16美元。该交易为67,097美元的多头押注，该交易员为每份期权合约支付了2.93美元。上午9点41分，一名交易员对241份 AMC 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的","images":[{"img":"https://static.tigerbbs.com/0259d3f3d20d17e317a59e7504e858e7","width":"688","height":"450"},{"img":"https://static.tigerbbs.com/fe665d387a4b976e036dae1ede54e142","width":"688","height":"436"},{"img":"https://static.tigerbbs.com/4b1781605f0c860957c7b8e66e682820","width":"583","height":"338"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135867371","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136539821,"gmtCreate":1622026763863,"gmtModify":1634184555874,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547200895058303","idStr":"3547200895058303"},"themes":[],"htmlText":"Looks 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companies?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198744437","repostId":"1174779667","repostType":4,"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198745403,"gmtCreate":1620995609502,"gmtModify":1634194708580,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547200895058303","idStr":"3547200895058303"},"themes":[],"htmlText":"Buy snowflake?&nbsp;","listText":"Buy snowflake?&nbsp;","text":"Buy snowflake?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198745403","repostId":"1192552539","repostType":4,"repost":{"id":"1192552539","kind":"news","pubTimestamp":1620993011,"share":"https://www.laohu8.com/m/news/1192552539?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:50","market":"us","language":"en","title":"Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192552539","media":"Insider Monkey","summary":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when","content":"<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","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>Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</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\">\nWas The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-05-14 19:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html\">Insider Monkey</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":{"SNOW":"Snowflake"},"source_url":"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192552539","content_text":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge fundsIn the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like thisemerging lithium stock. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]View table hereif you experience formatting issues.As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198746441,"gmtCreate":1620995502483,"gmtModify":1631890543596,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547200895058303","idStr":"3547200895058303"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APPN\">$Appian Corp(APPN)$</a>sad","listText":"<a href=\"https://laohu8.com/S/APPN\">$Appian Corp(APPN)$</a>sad","text":"$Appian Corp(APPN)$sad","images":[{"img":"https://static.tigerbbs.com/24fca81bc3252bfb1a9e3567d72c4308","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198746441","isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":198746909,"gmtCreate":1620995424501,"gmtModify":1634194710519,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547200895058303","idStr":"3547200895058303"},"themes":[],"htmlText":"Is this the cause of more declines?&nbsp;","listText":"Is this the cause of more declines?&nbsp;","text":"Is this the cause of more declines?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198746909","repostId":"1181700327","repostType":4,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377900538,"gmtCreate":1619487053624,"gmtModify":1634212368866,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547200895058303","idStr":"3547200895058303"},"themes":[],"htmlText":"Comment like please","listText":"Comment like please","text":"Comment like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377900538","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohu8.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主开发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>","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>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主开发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":377900538,"gmtCreate":1619487053624,"gmtModify":1634212368866,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"Comment like please","listText":"Comment like please","text":"Comment like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377900538","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohu8.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主开发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>","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>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主开发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198746909,"gmtCreate":1620995424501,"gmtModify":1634194710519,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"Is this the cause of more declines?&nbsp;","listText":"Is this the cause of more declines?&nbsp;","text":"Is this the cause of more declines?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198746909","repostId":"1181700327","repostType":4,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136539821,"gmtCreate":1622026763863,"gmtModify":1634184555874,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"Looks like a buy!","listText":"Looks like a buy!","text":"Looks like a buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136539821","repostId":"1124807870","repostType":4,"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110814879,"gmtCreate":1622437892591,"gmtModify":1634101459118,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"SEA and Airbnb! Interesting choices","listText":"SEA and Airbnb! Interesting choices","text":"SEA and Airbnb! Interesting choices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110814879","repostId":"2139487733","repostType":4,"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135784603,"gmtCreate":1622185065602,"gmtModify":1634183035899,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135784603","repostId":"135867371","repostType":1,"repost":{"id":135867371,"gmtCreate":1622158251793,"gmtModify":1622189237355,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"散户联手机构，拉爆AMC股价，单日+50%","htmlText":"今日AMC股价出现暴涨行情，大涨51%，原因是大量的机构投资者入场。昨天，许多机构期权交易员几百万押注 <a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>&nbsp; 暴涨，WSB散户再度抱团，顺势追高。这周二，许多机构期权交易员涌入&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>&nbsp; ，赌了超过367,915美元的游戏零售商的股票将上涨。周三，机构交易员押注AMC股价将飙升，期权总价值超过190万美元，少数交易员接受执行价为40美元的看涨期权。AMC 做空比率大概在20%左右，不算很高。我们美股投资网的 期权异动监控系统，扫描到AMC的大单，不断提示会员周三上午9点34分，一名交易员在接近买入价的地方，对5月28日到期的328份AMC 期权进行了看涨扫盘，期权执行价为20美元。该交易为44,608美元的多头押注，该交易员为每份期权合约支付了1.36美元。上午9点35分，一名交易员在接近卖出价的地方，对5月28日到期的229份AMC期权执行了看涨扫盘，执行价格为16美元。该交易为67,097美元的多头押注，该交易员为每份期权合约支付了2.93美元。上午9点41分，一名交易员对241份 AMC 的期权执行了高于期权要求的看涨扫盘，期权执行价为15美元，将于2023年1月20日到期。该交易为232,565美元的多头押注，该交易员为每份期权合约支付了9.65美元。上午9点46分，一名交易员对5月28日到期的256份AMC期权执行了看涨扫盘，看涨价格为16美元。该交易代表了68,608美元的看涨押注，该交易员为每份期权合约支付了2.68美元。上午9点49分，一名交易员在接近买入价的地方对AMC 的","listText":"今日AMC股价出现暴涨行情，大涨51%，原因是大量的机构投资者入场。昨天，许多机构期权交易员几百万押注 <a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>&nbsp; 暴涨，WSB散户再度抱团，顺势追高。这周二，许多机构期权交易员涌入&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>&nbsp; ，赌了超过367,915美元的游戏零售商的股票将上涨。周三，机构交易员押注AMC股价将飙升，期权总价值超过190万美元，少数交易员接受执行价为40美元的看涨期权。AMC 做空比率大概在20%左右，不算很高。我们美股投资网的 期权异动监控系统，扫描到AMC的大单，不断提示会员周三上午9点34分，一名交易员在接近买入价的地方，对5月28日到期的328份AMC 期权进行了看涨扫盘，期权执行价为20美元。该交易为44,608美元的多头押注，该交易员为每份期权合约支付了1.36美元。上午9点35分，一名交易员在接近卖出价的地方，对5月28日到期的229份AMC期权执行了看涨扫盘，执行价格为16美元。该交易为67,097美元的多头押注，该交易员为每份期权合约支付了2.93美元。上午9点41分，一名交易员对241份 AMC 的期权执行了高于期权要求的看涨扫盘，期权执行价为15美元，将于2023年1月20日到期。该交易为232,565美元的多头押注，该交易员为每份期权合约支付了9.65美元。上午9点46分，一名交易员对5月28日到期的256份AMC期权执行了看涨扫盘，看涨价格为16美元。该交易代表了68,608美元的看涨押注，该交易员为每份期权合约支付了2.68美元。上午9点49分，一名交易员在接近买入价的地方对AMC 的","text":"今日AMC股价出现暴涨行情，大涨51%，原因是大量的机构投资者入场。昨天，许多机构期权交易员几百万押注 $AMC院线(AMC)$ 暴涨，WSB散户再度抱团，顺势追高。这周二，许多机构期权交易员涌入 $游戏驿站(GME)$ ，赌了超过367,915美元的游戏零售商的股票将上涨。周三，机构交易员押注AMC股价将飙升，期权总价值超过190万美元，少数交易员接受执行价为40美元的看涨期权。AMC 做空比率大概在20%左右，不算很高。我们美股投资网的 期权异动监控系统，扫描到AMC的大单，不断提示会员周三上午9点34分，一名交易员在接近买入价的地方，对5月28日到期的328份AMC 期权进行了看涨扫盘，期权执行价为20美元。该交易为44,608美元的多头押注，该交易员为每份期权合约支付了1.36美元。上午9点35分，一名交易员在接近卖出价的地方，对5月28日到期的229份AMC期权执行了看涨扫盘，执行价格为16美元。该交易为67,097美元的多头押注，该交易员为每份期权合约支付了2.93美元。上午9点41分，一名交易员对241份 AMC 的期权执行了高于期权要求的看涨扫盘，期权执行价为15美元，将于2023年1月20日到期。该交易为232,565美元的多头押注，该交易员为每份期权合约支付了9.65美元。上午9点46分，一名交易员对5月28日到期的256份AMC期权执行了看涨扫盘，看涨价格为16美元。该交易代表了68,608美元的看涨押注，该交易员为每份期权合约支付了2.68美元。上午9点49分，一名交易员在接近买入价的地方对AMC 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inflation good fir companies?&nbsp;","listText":"Isnt inflation good fir companies?&nbsp;","text":"Isnt inflation good fir companies?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198744437","repostId":"1174779667","repostType":4,"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198746441,"gmtCreate":1620995502483,"gmtModify":1631890543596,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APPN\">$Appian Corp(APPN)$</a>sad","listText":"<a href=\"https://laohu8.com/S/APPN\">$Appian Corp(APPN)$</a>sad","text":"$Appian Corp(APPN)$sad","images":[{"img":"https://static.tigerbbs.com/24fca81bc3252bfb1a9e3567d72c4308","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198746441","isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110859403,"gmtCreate":1622441762702,"gmtModify":1634101438347,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"Salesforce is good!&nbsp;","listText":"Salesforce is good!&nbsp;","text":"Salesforce is good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110859403","repostId":"2139872224","repostType":4,"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198745403,"gmtCreate":1620995609502,"gmtModify":1634194708580,"author":{"id":"3547200895058303","authorId":"3547200895058303","name":"YHHH","avatar":"https://static.tigerbbs.com/8070522a16d3e44938774187cdc9c610","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547200895058303","authorIdStr":"3547200895058303"},"themes":[],"htmlText":"Buy snowflake?&nbsp;","listText":"Buy snowflake?&nbsp;","text":"Buy snowflake?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198745403","repostId":"1192552539","repostType":4,"repost":{"id":"1192552539","kind":"news","pubTimestamp":1620993011,"share":"https://www.laohu8.com/m/news/1192552539?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:50","market":"us","language":"en","title":"Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192552539","media":"Insider Monkey","summary":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when","content":"<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","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>Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</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\">\nWas The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-05-14 19:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html\">Insider Monkey</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":{"SNOW":"Snowflake"},"source_url":"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192552539","content_text":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge fundsIn the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like thisemerging lithium stock. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]View table hereif you experience formatting issues.As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}