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2021-08-14

To the moon

Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期，并在 10 月股东大会上做出其他改变</blockquote>

2021-08-13

Stock only go up

Disney's recovery ride hinges on Delta as theme parks swing to profit<blockquote>随着主题公园扭亏为盈，迪士尼的复苏取决于达美航空</blockquote>

2021-08-12

Stock only go up

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2021-08-09

To the moon

抱歉，原内容已删除

2021-08-09

Stock only go up

抱歉，原内容已删除

2021-08-07

Stock only go up

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2021-08-04

Stock only go up

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2021-08-03

To the moon

抱歉，原内容已删除

2021-08-02

To the moon

Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</blockquote>

2021-08-01

Stock only go up

抱歉，原内容已删除

2021-07-31

Stock only go up

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2021-07-30

Stock only go up

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2021-07-28

Stock only go up

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2021-07-27

Stock only go up

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2021-07-25

To the moon

抱歉，原内容已删除

2021-07-24

Stock only go up

抱歉，原内容已删除

2021-07-22

Stock only go up

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2021-07-21

Stock only go up

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2021-07-20

Stock only go up

Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>

2021-07-09

Stock only go up

Dow rebounds 200 points at the open, clawing back most of Thursday’s sell-off<blockquote>道琼斯指数开盘反弹200点，收复了周四的大部分抛售</blockquote>

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the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897651044","repostId":"2159321505","repostType":4,"repost":{"id":"2159321505","kind":"highlight","pubTimestamp":1628911811,"share":"https://www.laohunote.com/m/news/2159321505?lang=zh_CN&edition=full","pubTime":"2021-08-14 11:30","market":"us","language":"en","title":"Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期，并在 10 月股东大会上做出其他改变</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321505","media":"MarketWatch","summary":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. ","content":"<p>Board members would serve for two years rather than three</p><p><blockquote>董事会成员任期两年，而不是三年</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉首席执行官埃隆·马斯克去年在德国。MAJA HITIJ/盖蒂图片社</span></p></blockquote></p><p> Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p><p><blockquote>特斯拉公司在周五晚些时候提交的文件中表示，该公司将于 10 月 7 日在加利福尼亚州弗里蒙特工厂召开股东大会，在这家电动汽车制造商将提出的提案中，看涨期权是减少董事任期。</blockquote></p><p> One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s&nbsp;board currently has nine members who are divided into three classes in staggered three-year terms.</p><p><blockquote>其中一项提案是将每位董事的任期从三年缩短至两年。特斯拉董事会目前有九名成员，分为三个班级，交错任期三年。</blockquote></p><p> If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the&nbsp;filing.</p><p><blockquote>然而，特斯拉在文件中表示，如果该提案获得批准，董事会将分为两个阶层，任期交错为两年，董事在两个阶层之间尽可能平均分配。</blockquote></p><p> The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p><p><blockquote>自 2007 年以来一直在特斯拉董事会任职的风险投资家 Antonio Gracias 在 2019 年表示，他将在今年任期结束时不再寻求连任，因此董事会成员将减少到八人。</blockquote></p><p> Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp&nbsp;founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p><p><blockquote>特斯拉董事会提名新闻集团创始人默多克的小儿子詹姆斯-默多克（James Murdoch）和首席执行官马斯克（Elon Musk）的弟弟金巴尔-马斯克（Kimbal Musk）连任二级董事，任期将于 2024 年届满。该公司表示，如果缩短任期获得批准，那么他们的任期将于 2023 年结束。</blockquote></p><p> Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p><p><blockquote>特斯拉缩短董事会成员任期是对股东提案的回应，该提案要求选举每位董事会成员一年。</blockquote></p><p> The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p><p><blockquote>特斯拉说，不过，两年的任期 “在公司的长期利益和此时对股东的短期责任之间取得了适当的平衡”。</blockquote></p><p> Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&amp;P 500 index.</p><p><blockquote>特斯拉股价在常规交易日结束时下跌 0.7%，在盘后交易中持平。该股今年上涨了 1.6%，而标普500指数的涨幅约为 19%。</blockquote></p><p></p>","source":"lsy1603348471595","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 seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期，并在 10 月股东大会上做出其他改变</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 seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期，并在 10 月股东大会上做出其他改变</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Board members would serve for two years rather than three</p><p><blockquote>董事会成员任期两年，而不是三年</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉首席执行官埃隆·马斯克去年在德国。MAJA HITIJ/盖蒂图片社</span></p></blockquote></p><p> Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p><p><blockquote>特斯拉公司在周五晚些时候提交的文件中表示，该公司将于 10 月 7 日在加利福尼亚州弗里蒙特工厂召开股东大会，在这家电动汽车制造商将提出的提案中，看涨期权是减少董事任期。</blockquote></p><p> One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s&nbsp;board currently has nine members who are divided into three classes in staggered three-year terms.</p><p><blockquote>其中一项提案是将每位董事的任期从三年缩短至两年。特斯拉董事会目前有九名成员，分为三个班级，交错任期三年。</blockquote></p><p> If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the&nbsp;filing.</p><p><blockquote>然而，特斯拉在文件中表示，如果该提案获得批准，董事会将分为两个阶层，任期交错为两年，董事在两个阶层之间尽可能平均分配。</blockquote></p><p> The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p><p><blockquote>自 2007 年以来一直在特斯拉董事会任职的风险投资家 Antonio Gracias 在 2019 年表示，他将在今年任期结束时不再寻求连任，因此董事会成员将减少到八人。</blockquote></p><p> Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp&nbsp;founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p><p><blockquote>特斯拉董事会提名新闻集团创始人默多克的小儿子詹姆斯-默多克（James Murdoch）和首席执行官马斯克（Elon Musk）的弟弟金巴尔-马斯克（Kimbal Musk）连任二级董事，任期将于 2024 年届满。该公司表示，如果缩短任期获得批准，那么他们的任期将于 2023 年结束。</blockquote></p><p> Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p><p><blockquote>特斯拉缩短董事会成员任期是对股东提案的回应，该提案要求选举每位董事会成员一年。</blockquote></p><p> The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p><p><blockquote>特斯拉说，不过，两年的任期 “在公司的长期利益和此时对股东的短期责任之间取得了适当的平衡”。</blockquote></p><p> Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&amp;P 500 index.</p><p><blockquote>特斯拉股价在常规交易日结束时下跌 0.7%，在盘后交易中持平。该股今年上涨了 1.6%，而标普500指数的涨幅约为 19%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click\">MarketWatch</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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321505","content_text":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.\nOne of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.\nIf the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.\nThe board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.\nTesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.\nTesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.\nThe two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.\nTesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897022056,"gmtCreate":1628863931875,"gmtModify":1631891103075,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897022056","repostId":"1180197043","repostType":4,"repost":{"id":"1180197043","kind":"news","pubTimestamp":1628862584,"share":"https://www.laohunote.com/m/news/1180197043?lang=zh_CN&edition=full","pubTime":"2021-08-13 21:49","market":"us","language":"en","title":"Disney's recovery ride hinges on Delta as theme parks swing to profit<blockquote>随着主题公园扭亏为盈，迪士尼的复苏取决于达美航空</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180197043","media":"Reuters","summary":"(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on o","content":"<p>(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on one question: Can the entertainment giant keep its parks open for the rest of the year?</p><p><blockquote>（路透社）-华特迪士尼公司主题公园业务持续复苏的道路将取决于一个问题：这家娱乐巨头能否在今年剩余时间内保持主题公园开放？</blockquote></p><p> Disney's chief financial officer, Christine McCarthy, said on Thursday the company's theme parks were expected to be fully staffed by the end of this year to cater to the rising demand.</p><p><blockquote>迪士尼首席财务官克里斯汀·麦卡锡（Christine McCarthy）周四表示，该公司的主题公园预计将在今年年底前满员，以满足不断增长的需求。</blockquote></p><p> Those plans could be upended by the spread of the more infectious Delta variant of the coronavirus, which has been ravaging Florida, home to Disney's biggest park, as well as other U.S. states with lower vaccination rates.</p><p><blockquote>这些计划可能会被更具传染性的冠状病毒德尔塔变异毒株的传播所颠覆，这种病毒一直在肆虐迪士尼最大公园所在地佛罗里达州以及美国其他疫苗接种率较低的州。</blockquote></p><p> \"Disney's ability to keep its parks and resorts open is clearly of the utmost importance to their bottom line,\" said Joe McCormack, analyst at Third Bridge.</p><p><blockquote>Third Bridge 分析师乔·麦科马克 (Joe McCormack) 表示：“迪士尼保持其公园和度假村开放的能力显然对其利润至关重要。”</blockquote></p><p> \"Whether (parks remain open) will largely be driven by Delta variant.\"</p><p><blockquote>“（公园是否保持开放）将在很大程度上取决于德尔塔变异毒株。”</blockquote></p><p> While the success of the company's video-streaming operations cheered others on Wall Street, some analysts and investors worried about the prospects for the parks.</p><p><blockquote>虽然该公司视频流业务的成功让华尔街的其他人欢欣鼓舞，但一些分析师和投资者对公园的前景感到担忧。</blockquote></p><p> \"It is clear that parks will not return to full capacity for some time,\" PP Foresight analyst Paolo Pescatore said.</p><p><blockquote>PP Foresight 分析师 Paolo Pescatore 表示：“很明显，公园在一段时间内不会恢复满负荷运转。”</blockquote></p><p> For now, Disney executives struck a confident tone and said demand for its parks has not wavered.</p><p><blockquote>目前，迪士尼高管的语气充满信心，并表示对其公园的需求没有动摇。</blockquote></p><p> \"The primary noise we're seeing right now are really around group or convention cancellations,\" Chief Executive Officer Bob Chapek said. \"But on the whole, we see really strong demand for our parks.\"</p><p><blockquote>首席执行官鲍勃·查佩克 (Bob Chapek) 表示：“我们现在看到的主要噪音实际上是团体或会议取消。”“但总体而言，我们看到对我们公园的需求非常强劲。”</blockquote></p><p> Disney shares rose 4.7% to $187.69 in premarket trading on Friday, after upbeat third-quarter results prompted at least six brokerage groups to raise their price targets on the stock.</p><p><blockquote>迪士尼股价在周五盘前交易中上涨 4.7%，至 187.69 美元，此前乐观的第三季度业绩促使至少六家经纪集团上调了该股的目标价。</blockquote></p><p> The virus has also had varying impact on the domestic and international businesses of theme park operators.</p><p><blockquote>该病毒对主题公园运营商的国内和国际业务也产生了不同程度的影响。</blockquote></p><p> One big factor weighing against a full recovery is the deterioration of international air travel, experts said.</p><p><blockquote>专家表示，阻碍全面复苏的一个重要因素是国际航空旅行的恶化。</blockquote></p><p> \"That could hold back attendance at parks – particularly international parks like Paris and Hong Kong that rely on cross-border travel,\" said Nicholas Hyett, analyst at Hargreaves Lansdown.</p><p><blockquote>Hargreaves Lansdown 分析师尼古拉斯·海特 (Nicholas Hyett) 表示：“这可能会抑制公园的游客数量，尤其是像巴黎和香港这样依赖跨境旅行的国际公园。”</blockquote></p><p> Disney, Comcast and Six Flags have been upbeat about their domestic businesses but offered a cautious view on their international operations, which depend heavily on tourist inflows.</p><p><blockquote>迪士尼、康卡斯特和六旗公司对其国内业务持乐观态度，但对严重依赖游客流入的国际业务持谨慎态度。</blockquote></p><p> Airbnb Inc and Southwest Airlines both warned this week that the spreading of the delta variant could hit their operations.</p><p><blockquote>爱彼迎公司和西南航空公司本周都警告称，德尔塔变异毒株的蔓延可能会影响他们的运营。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney's recovery ride hinges on Delta as theme parks swing to profit<blockquote>随着主题公园扭亏为盈，迪士尼的复苏取决于达美航空</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{ 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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\">\nDisney's recovery ride hinges on Delta as theme parks swing to profit<blockquote>随着主题公园扭亏为盈，迪士尼的复苏取决于达美航空</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-08-13 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on one question: Can the entertainment giant keep its parks open for the rest of the year?</p><p><blockquote>（路透社）-华特迪士尼公司主题公园业务持续复苏的道路将取决于一个问题：这家娱乐巨头能否在今年剩余时间内保持主题公园开放？</blockquote></p><p> Disney's chief financial officer, Christine McCarthy, said on Thursday the company's theme parks were expected to be fully staffed by the end of this year to cater to the rising demand.</p><p><blockquote>迪士尼首席财务官克里斯汀·麦卡锡（Christine McCarthy）周四表示，该公司的主题公园预计将在今年年底前满员，以满足不断增长的需求。</blockquote></p><p> Those plans could be upended by the spread of the more infectious Delta variant of the coronavirus, which has been ravaging Florida, home to Disney's biggest park, as well as other U.S. states with lower vaccination rates.</p><p><blockquote>这些计划可能会被更具传染性的冠状病毒德尔塔变异毒株的传播所颠覆，这种病毒一直在肆虐迪士尼最大公园所在地佛罗里达州以及美国其他疫苗接种率较低的州。</blockquote></p><p> \"Disney's ability to keep its parks and resorts open is clearly of the utmost importance to their bottom line,\" said Joe McCormack, analyst at Third Bridge.</p><p><blockquote>Third Bridge 分析师乔·麦科马克 (Joe McCormack) 表示：“迪士尼保持其公园和度假村开放的能力显然对其利润至关重要。”</blockquote></p><p> \"Whether (parks remain open) will largely be driven by Delta variant.\"</p><p><blockquote>“（公园是否保持开放）将在很大程度上取决于德尔塔变异毒株。”</blockquote></p><p> While the success of the company's video-streaming operations cheered others on Wall Street, some analysts and investors worried about the prospects for the parks.</p><p><blockquote>虽然该公司视频流业务的成功让华尔街的其他人欢欣鼓舞，但一些分析师和投资者对公园的前景感到担忧。</blockquote></p><p> \"It is clear that parks will not return to full capacity for some time,\" PP Foresight analyst Paolo Pescatore said.</p><p><blockquote>PP Foresight 分析师 Paolo Pescatore 表示：“很明显，公园在一段时间内不会恢复满负荷运转。”</blockquote></p><p> For now, Disney executives struck a confident tone and said demand for its parks has not wavered.</p><p><blockquote>目前，迪士尼高管的语气充满信心，并表示对其公园的需求没有动摇。</blockquote></p><p> \"The primary noise we're seeing right now are really around group or convention cancellations,\" Chief Executive Officer Bob Chapek said. \"But on the whole, we see really strong demand for our parks.\"</p><p><blockquote>首席执行官鲍勃·查佩克 (Bob Chapek) 表示：“我们现在看到的主要噪音实际上是团体或会议取消。”“但总体而言，我们看到对我们公园的需求非常强劲。”</blockquote></p><p> Disney shares rose 4.7% to $187.69 in premarket trading on Friday, after upbeat third-quarter results prompted at least six brokerage groups to raise their price targets on the stock.</p><p><blockquote>迪士尼股价在周五盘前交易中上涨 4.7%，至 187.69 美元，此前乐观的第三季度业绩促使至少六家经纪集团上调了该股的目标价。</blockquote></p><p> The virus has also had varying impact on the domestic and international businesses of theme park operators.</p><p><blockquote>该病毒对主题公园运营商的国内和国际业务也产生了不同程度的影响。</blockquote></p><p> One big factor weighing against a full recovery is the deterioration of international air travel, experts said.</p><p><blockquote>专家表示，阻碍全面复苏的一个重要因素是国际航空旅行的恶化。</blockquote></p><p> \"That could hold back attendance at parks – particularly international parks like Paris and Hong Kong that rely on cross-border travel,\" said Nicholas Hyett, analyst at Hargreaves Lansdown.</p><p><blockquote>Hargreaves Lansdown 分析师尼古拉斯·海特 (Nicholas Hyett) 表示：“这可能会抑制公园的游客数量，尤其是像巴黎和香港这样依赖跨境旅行的国际公园。”</blockquote></p><p> Disney, Comcast and Six Flags have been upbeat about their domestic businesses but offered a cautious view on their international operations, which depend heavily on tourist inflows.</p><p><blockquote>迪士尼、康卡斯特和六旗公司对其国内业务持乐观态度，但对严重依赖游客流入的国际业务持谨慎态度。</blockquote></p><p> Airbnb Inc and Southwest Airlines both warned this week that the spreading of the delta variant could hit their operations.</p><p><blockquote>爱彼迎公司和西南航空公司本周都警告称，德尔塔变异毒株的蔓延可能会影响他们的运营。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/disneys-recovery-ride-hinges-delta-134354429.html\">Reuters</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":{"DIS":"迪士尼","ABNB":"爱彼迎"},"source_url":"https://finance.yahoo.com/news/disneys-recovery-ride-hinges-delta-134354429.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180197043","content_text":"(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on one question: Can the entertainment giant keep its parks open for the rest of the year?\nDisney's chief financial officer, Christine McCarthy, said on Thursday the company's theme parks were expected to be fully staffed by the end of this year to cater to the rising demand.\nThose plans could be upended by the spread of the more infectious Delta variant of the coronavirus, which has been ravaging Florida, home to Disney's biggest park, as well as other U.S. states with lower vaccination rates.\n\"Disney's ability to keep its parks and resorts open is clearly of the utmost importance to their bottom line,\" said Joe McCormack, analyst at Third Bridge.\n\"Whether (parks remain open) will largely be driven by Delta variant.\"\nWhile the success of the company's video-streaming operations cheered others on Wall Street, some analysts and investors worried about the prospects for the parks.\n\"It is clear that parks will not return to full capacity for some time,\" PP Foresight analyst Paolo Pescatore said.\nFor now, Disney executives struck a confident tone and said demand for its parks has not wavered.\n\"The primary noise we're seeing right now are really around group or convention cancellations,\" Chief Executive Officer Bob Chapek said. \"But on the whole, we see really strong demand for our parks.\"\nDisney shares rose 4.7% to $187.69 in premarket trading on Friday, after upbeat third-quarter results prompted at least six brokerage groups to raise their price targets on the stock.\nThe virus has also had varying impact on the domestic and international businesses of theme park operators.\nOne big factor weighing against a full recovery is the deterioration of international air travel, experts said.\n\"That could hold back attendance at parks – particularly international parks like Paris and Hong Kong that rely on cross-border travel,\" said Nicholas Hyett, analyst at Hargreaves Lansdown.\nDisney, Comcast and Six Flags have been upbeat about their domestic businesses but offered a cautious view on their international operations, which depend heavily on tourist inflows.\nAirbnb Inc and Southwest Airlines both warned this week that the spreading of the delta variant could hit their operations.","news_type":1,"symbols_score_info":{"DIS":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":3661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895178847,"gmtCreate":1628731134489,"gmtModify":1631891103090,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895178847","repostId":"1146833505","repostType":4,"isVote":1,"tweetType":1,"viewCount":2929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898212943,"gmtCreate":1628500091282,"gmtModify":1631891103098,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898212943","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898216784,"gmtCreate":1628500076948,"gmtModify":1631891103109,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898216784","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891930331,"gmtCreate":1628314778323,"gmtModify":1631891103121,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go 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up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807678492","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":4151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807354238,"gmtCreate":1628002177924,"gmtModify":1631891103145,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807354238","repostId":"2156473129","repostType":4,"isVote":1,"tweetType":1,"viewCount":3463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805451971,"gmtCreate":1627901670193,"gmtModify":1631891103157,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805451971","repostId":"1131923658","repostType":4,"repost":{"id":"1131923658","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":1627898076,"share":"https://www.laohunote.com/m/news/1131923658?lang=zh_CN&edition=full","pubTime":"2021-08-02 17:54","market":"us","language":"en","title":"Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131923658","media":"Tiger Newspress","summary":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second q","content":"<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度收益和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021 年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过 200,000 辆汽车，实现了 11% 的营业利润率，并有史以来首次超过 [10 亿美元] GAAP 净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对该季度的近距离观察，由报告中的五个必看要点捕捉到。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.收入达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长 121%，特斯拉的收入同比飙升 98%，达到约 120 亿美元。这打破了分析师对 113 亿美元收入的平均预测。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，看到利润飙升也就不足为奇了。净利润从去年同期的 1.04 亿美元增至 11.4 亿美元。非 GAAP（调整后）净利润同比增长 258%，达到 16 亿美元。这意味着非 GAAP 每股收益为 1.45 美元，远远高于分析师普遍预期的 0.98 美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长证明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的 4.18 亿美元增加到 6.19 亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从 2021 年第一季度的 171 亿美元下降至 162 亿美元，但这主要是由于 16 亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>4.车辆需求强劲</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司面临供应限制。“全球需求仍然强劲，我们的生产受到可用零部件供应的限制，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5. 未来将有更强劲的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉仍然对其增长轨迹持乐观态度。该公司表示，预计今年总交付量将同比增长 50% 以上。这意味着2021年的总交付量将超过75万辆。到目前为止，特斯拉今年已交付超过 386,000 辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>特斯拉指出：“增长率将取决于我们的设备产能、运营效率以及供应链的能力和稳定性。”</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉增长面临的四大挑战</h4>然而，投资者担心有几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个高效的市场，贴现上市公司的好消息和坏消息。因此，股价在好消息出现前上涨，在坏消息出现前抛售。有时，市场先生——用本杰明·格雷厄姆的话来说——过于乐观，导致上市公司的股价远高于其基本面或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股票都被高估了。例如，TipRanks 估计特斯拉过去 12 个月的股本回报率为 12.41%，而估计特斯拉的内在价值为 160.11 美元，远低于其当前价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾几何时，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，情况已不再如此，因为通用汽车、福特、大众和丰田正在入侵电动市场。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络来扩大电动汽车生产规模并跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而侵蚀特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的内容。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币暴露</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，基于第一季度比特币的激增，特斯拉15亿美元的投资价值24.8亿美元。然而，鉴于比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>加剧比特币波动性的是将数字货币视为无限期无形资产的会计规则。因此，倘其公平值于评估报告期内下跌至低于账面值，则会出现减值亏损。在出售资产之前，公司不能就任何后续公允价值增加收回减值亏损。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为 2300 万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“虽然我们正在全速制造汽车，但全球芯片短缺情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于我们供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham 分析师 Rajvindra Gill 说，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>“吉尔写道：”即使最近的业绩更加积极，我们也很难证明特斯拉'定价到完美'的估值是合理的。</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>摩根士丹利分析师 Adam Jonas 表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是一只价值股，企业市盈率为 70 倍。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“乔纳斯写道：”特斯拉不仅是世界上发展最快的汽车公司之一，也是最赚钱的公司之一。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师科林·兰根表示，汽车毛利率令人印象深刻，但可能不会持久。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>“Langran 写道：”我们认为，由于原料垫成本上升以及随着价格较低的 Model Y SR 在中国上市，混合动力稀释，第三季度/第四季度的汽车利润率将会放缓。</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B. of A. Securities 的约翰·墨菲 (John Murphy) 语气更加谨慎。尽管节奏很快，“竞争还是很激烈的，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从 750 美元上调至 800 美元，比周二的价格上涨了约 26%。他维持了该股的中性评级。</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>Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">\nCan Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">2021-08-02 17:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度收益和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021 年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过 200,000 辆汽车，实现了 11% 的营业利润率，并有史以来首次超过 [10 亿美元] GAAP 净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对该季度的近距离观察，由报告中的五个必看要点捕捉到。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.收入达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长 121%，特斯拉的收入同比飙升 98%，达到约 120 亿美元。这打破了分析师对 113 亿美元收入的平均预测。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，看到利润飙升也就不足为奇了。净利润从去年同期的 1.04 亿美元增至 11.4 亿美元。非 GAAP（调整后）净利润同比增长 258%，达到 16 亿美元。这意味着非 GAAP 每股收益为 1.45 美元，远远高于分析师普遍预期的 0.98 美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长证明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的 4.18 亿美元增加到 6.19 亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从 2021 年第一季度的 171 亿美元下降至 162 亿美元，但这主要是由于 16 亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>4.车辆需求强劲</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司面临供应限制。“全球需求仍然强劲，我们的生产受到可用零部件供应的限制，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5. 未来将有更强劲的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉仍然对其增长轨迹持乐观态度。该公司表示，预计今年总交付量将同比增长 50% 以上。这意味着2021年的总交付量将超过75万辆。到目前为止，特斯拉今年已交付超过 386,000 辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>特斯拉指出：“增长率将取决于我们的设备产能、运营效率以及供应链的能力和稳定性。”</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉增长面临的四大挑战</h4>然而，投资者担心有几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个高效的市场，贴现上市公司的好消息和坏消息。因此，股价在好消息出现前上涨，在坏消息出现前抛售。有时，市场先生——用本杰明·格雷厄姆的话来说——过于乐观，导致上市公司的股价远高于其基本面或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股票都被高估了。例如，TipRanks 估计特斯拉过去 12 个月的股本回报率为 12.41%，而估计特斯拉的内在价值为 160.11 美元，远低于其当前价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾几何时，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，情况已不再如此，因为通用汽车、福特、大众和丰田正在入侵电动市场。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络来扩大电动汽车生产规模并跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而侵蚀特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的内容。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币暴露</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，基于第一季度比特币的激增，特斯拉15亿美元的投资价值24.8亿美元。然而，鉴于比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>加剧比特币波动性的是将数字货币视为无限期无形资产的会计规则。因此，倘其公平值于评估报告期内下跌至低于账面值，则会出现减值亏损。在出售资产之前，公司不能就任何后续公允价值增加收回减值亏损。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为 2300 万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“虽然我们正在全速制造汽车，但全球芯片短缺情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于我们供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham 分析师 Rajvindra Gill 说，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>“吉尔写道：”即使最近的业绩更加积极，我们也很难证明特斯拉'定价到完美'的估值是合理的。</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>摩根士丹利分析师 Adam Jonas 表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是一只价值股，企业市盈率为 70 倍。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“乔纳斯写道：”特斯拉不仅是世界上发展最快的汽车公司之一，也是最赚钱的公司之一。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师科林·兰根表示，汽车毛利率令人印象深刻，但可能不会持久。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>“Langran 写道：”我们认为，由于原料垫成本上升以及随着价格较低的 Model Y SR 在中国上市，混合动力稀释，第三季度/第四季度的汽车利润率将会放缓。</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B. of A. Securities 的约翰·墨菲 (John Murphy) 语气更加谨慎。尽管节奏很快，“竞争还是很激烈的，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从 750 美元上调至 800 美元，比周二的价格上涨了约 26%。他维持了该股的中性评级。</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":"1131923658","content_text":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"\nHere's a closer look at the quarter, captured by five must-see takeaways from the report.\n1. Revenue hit $12 billion\nHelped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.\n2. Profits skyrocketed\nOf course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.\nThe outsized growth in Tesla's profits demonstrates the scalability of the company's business model.\n3. Free cash flow remains healthy\nTesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.\nTotal cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.\n4. Vehicle demand is robust\nTesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.\n5. There's more sharp growth to come\nImportantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.\n\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.\nFour Challenges to Tesla’s Growth\nHowever,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.\nHigh Valuation\nWall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.\nTesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.\nCompetition from Colonizers\nOnce, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.\nThese \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.\nBitcoin Exposure\nTesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.\nAdding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.\nRising Material Costs\nTogether with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.\n\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.\nMixed reviews from Wall Street\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nJohn Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"\nThe quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805014516,"gmtCreate":1627822607835,"gmtModify":1631891103173,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go 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moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174776160","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174954447,"gmtCreate":1627062391389,"gmtModify":1631893382785,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go 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up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176752107","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176668906,"gmtCreate":1626880536405,"gmtModify":1631893382791,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176668906","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178110064,"gmtCreate":1626791258258,"gmtModify":1631893382842,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178110064","repostId":"1199016731","repostType":4,"repost":{"id":"1199016731","kind":"news","pubTimestamp":1626790980,"share":"https://www.laohunote.com/m/news/1199016731?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:23","market":"us","language":"en","title":"Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199016731","media":"Motley Fool","summary":"The surge in cases and deaths could significantly ramp up demand for these companies' existing and p","content":"<p>  The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.  (July 20)&nbsp;Coronavirus Stocks Are Zooming Higher Today.</p><p><blockquote>病例和死亡人数的激增可能会显着增加对这些公司现有和正在开发的产品的需求。（7月20日）冠状病毒股票今天飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/904717ccbe2ab812494060e6506f15df\" tg-width=\"302\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According to<i>New York Times</i>data, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.</p><p><blockquote>这些增长的关键原因很简单：由于其强大的德尔塔变异毒株，冠状病毒再次大幅上升。根据<i>纽约时报</i>周日的数据和统计数据显示，美国新增病例14天的变化令人担忧地增加了140%，死亡人数增加了33%。</blockquote></p><p> So the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(<b>Pfizer</b>) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.</p><p><blockquote>因此，更努力、更广泛地推广疫苗的必要性是显而易见的；此举显然将使 Moderna 和 BioNTech 都受益。这些公司（包括 BioNTech partner）<b>辉瑞</b>)提供美国食品药品监督管理局授权的仅有的三种冠状病毒疫苗中的两种。它还应该有助于 Co-Diagnostics，该公司是一家备受瞩目的 COVID-19 检测产品制造商。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> If the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.</p><p><blockquote>如果冠状病毒激增继续下去，我们很可能会面临疫苗“全力以赴”的局面。也许专注于疫苗的生物技术公司Novavax和Vaxart正在开发的产品将获得FDA的授权。</blockquote></p><p> Novavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.</p><p><blockquote>Novavax 计划在本季度申请其 NVX-CoV2373 的紧急使用授权，由于其目前正在开发的口服疫苗，Vaxart 肯定会引起投资者的关注——尽管该计划引起了争议。</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>Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</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\">\nCoronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-20 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.  (July 20)&nbsp;Coronavirus Stocks Are Zooming Higher Today.</p><p><blockquote>病例和死亡人数的激增可能会显着增加对这些公司现有和正在开发的产品的需求。（7月20日）冠状病毒股票今天飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/904717ccbe2ab812494060e6506f15df\" tg-width=\"302\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According to<i>New York Times</i>data, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.</p><p><blockquote>这些增长的关键原因很简单：由于其强大的德尔塔变异毒株，冠状病毒再次大幅上升。根据<i>纽约时报</i>周日的数据和统计数据显示，美国新增病例14天的变化令人担忧地增加了140%，死亡人数增加了33%。</blockquote></p><p> So the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(<b>Pfizer</b>) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.</p><p><blockquote>因此，更努力、更广泛地推广疫苗的必要性是显而易见的；此举显然将使 Moderna 和 BioNTech 都受益。这些公司（包括 BioNTech partner）<b>辉瑞</b>)提供美国食品药品监督管理局授权的仅有的三种冠状病毒疫苗中的两种。它还应该有助于 Co-Diagnostics，该公司是一家备受瞩目的 COVID-19 检测产品制造商。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> If the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.</p><p><blockquote>如果冠状病毒激增继续下去，我们很可能会面临疫苗“全力以赴”的局面。也许专注于疫苗的生物技术公司Novavax和Vaxart正在开发的产品将获得FDA的授权。</blockquote></p><p> Novavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.</p><p><blockquote>Novavax 计划在本季度申请其 NVX-CoV2373 的紧急使用授权，由于其目前正在开发的口服疫苗，Vaxart 肯定会引起投资者的关注——尽管该计划引起了争议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/19/why-coronavirus-stocks-are-zooming-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</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":{"PFE":"辉瑞","JNJ":"强生","CVAC":"CureVac B.V.","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","SNY":"赛诺菲安万特","NVAX":"诺瓦瓦克斯医药","MRK":"默沙东","AZN":"阿斯利康","GSK":"葛兰素史克"},"source_url":"https://www.fool.com/investing/2021/07/19/why-coronavirus-stocks-are-zooming-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199016731","content_text":"The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.\n\n(July 20) Coronavirus Stocks Are Zooming Higher Today.\n\nSo what\nThe key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According toNew York Timesdata, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.\nSo the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(Pfizer) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.\nNow what\nIf the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.\nNovavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.","news_type":1,"symbols_score_info":{"AZN":0.9,"GSK":0.9,"JNJ":0.9,"PFE":0.9,"MRK":0.9,"NVAX":0.9,"MRNA":0.9,"CVAC":0.9,"BNTX":0.9,"SNY":0.9}},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141318146,"gmtCreate":1625838563385,"gmtModify":1631893382841,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553503525683940","idStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/141318146","repostId":"1130635218","repostType":4,"repost":{"id":"1130635218","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":1625837442,"share":"https://www.laohunote.com/m/news/1130635218?lang=zh_CN&edition=full","pubTime":"2021-07-09 21:30","market":"us","language":"en","title":"Dow rebounds 200 points at the open, clawing back most of Thursday’s sell-off<blockquote>道琼斯指数开盘反弹200点，收复了周四的大部分抛售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130635218","media":"Tiger Newspress","summary":"The Dow and S&P 500 rose on Friday, a day after the major indexes fell amid concerns of a slowdown i","content":"<p>The Dow and S&amp;P 500 rose on Friday, a day after the major indexes fell amid concerns of a slowdown in global economic growth.</p><p><blockquote>道琼斯指数和标普500指数周五上涨，此前一天，由于担心全球经济增长放缓，主要股指下跌。</blockquote></p><p> The Dow Jones Industrial Average rose about 200 points, or 0.7%. The S&amp;P 500 bounced by 0.55%. The technology-heavy Nasdaq Composite poped slightly.</p><p><blockquote>道琼斯工业平均指数上涨约200点，涨幅0.7%。标普500反弹0.55%。科技含量高的纳斯达克综合指数小幅上涨。</blockquote></p><p> Theyield on the 10-year Treasuryrebounded 5 basis points to 1.34%, easing concerns about an economic slowdown (1 basis point is 0.01%). Falling yields have mystified investors lately, with the 10-year yield falling to 1.25% at its low on Thursday.</p><p><blockquote>10年期国债收益率反弹5个基点至1.34%，缓解了对经济放缓的担忧（1个基点为0.01%）。收益率下降最近让投资者感到困惑，10年期国债收益率周四跌至1.25%的低点。</blockquote></p><p> The stocks that led the losses on Thursday led the gains in premarket trading Friday. Bank of America jumped nearly 2% in early trading, leading a bounce in financial shares. Royal Caribbean and Carnival each popped more than 2%. American Airlines and United Airlines gained more than 1%.</p><p><blockquote>周四领跌的股票在周五盘前交易中领涨。美国银行早盘上涨近2%，领涨金融股反弹。皇家加勒比和嘉年华的涨幅均超过 2%。美国航空和联合航空涨幅超过1%。</blockquote></p><p> Shares of GM gained 2% after Wedbushsaid the stockis a buy and could jump more than 50% as investors realize the extent of its tech and electric vehicle evolution.</p><p><blockquote>韦德布什表示，通用汽车值得买入，随着投资者意识到其技术和电动汽车发展的程度，通用汽车股价可能会上涨 50% 以上，此后该公司股价上涨 2%。</blockquote></p><p> Big Tech stocks were a bit weak in premarket trading as President Biden was set to announce a new executive order aimedat the competitive practices by the sector's giants. Amazon was down about 0.3% after hitting a new all-time high on Thursday.</p><p><blockquote>由于拜登总统将宣布一项新的行政命令，旨在打击该行业巨头的竞争行为，大型科技股在盘前交易中略显疲软。亚马逊在周四创下历史新高后下跌约 0.3%。</blockquote></p><p> Thursday's losses came as the proliferation of the highly infectious delta Covid variant also fueled worries about the global economic comeback. The Olympicsannounced a ban of spectatorsat Tokyo's summer games as Japan declared a state of emergency to curb the spread of coronavirus.</p><p><blockquote>周四的损失发生之际，高传染性 delta Covid 变种的扩散也加剧了人们对全球经济复苏的担忧。由于日本宣布进入紧急状态以遏制冠状病毒的传播，奥运会宣布禁止观众观看东京夏季奥运会。</blockquote></p><p> \"Our central case has been for a choppy July\" with the S&amp;P 500 falling as low as 4,100, wrote Tom Lee, Fundstrat's head of research, in a note to clients Thursday night. \"While this is a possibility, we think there is a chance [Thursday] marked the peak of [the] 'growth scare' and if this is correct, equities might be shifting towards a broader risk on.\"</p><p><blockquote>Fundstrat 研究主管 Tom Lee 在周四晚间给客户的一份报告中写道，“我们的核心理由是动荡的 7 月份”，标普500跌至 4,100 点。“虽然这是有可能的，但我们认为[周四]有可能标志着[增长恐慌]的顶峰，如果这是正确的，股市可能会转向更广泛的风险。”</blockquote></p><p> The Dow closed Thursday's regular session lower by nearly 260 points. The S&amp;P 500 dipped 0.86%, while the Nasdaq broke a four-day win streak by falling 0.72%.</p><p><blockquote>道琼斯指数周四常规交易时段收盘下跌近260点。标普500下跌0.86%，纳斯达克下跌0.72%，打破四连胜。</blockquote></p><p> For the week, the Dow is down 1.1%, the S&amp;P 500 is off by 0.7% and the Nasdaq Composite has shed 0.5%.</p><p><blockquote>本周，道琼斯指数下跌 1.1%，标普500指数下跌 0.7%，纳斯达克综合指数下跌 0.5%。</blockquote></p><p> \"The market is solidly mid-cycle and with that typically comes a 10-15% index level correction. We expect such a correction will create buying opportunities given a still strong growth backdrop,\" Mike Wilson, Morgan Stanley's chief U.S. equity strategist, told clients. Wilson favors financials, healthcare and materials.</p><p><blockquote>摩根士丹利首席美国股票策略师迈克·威尔逊 (Mike Wilson) 表示：“市场正处于周期中期，随之而来的通常是 10-15% 的指数水平调整。鉴于增长背景仍然强劲，我们预计这种调整将创造买入机会。”告诉客户。威尔逊青睐金融、医疗保健和材料。</blockquote></p><p> \"Our economic growth forecasts remain positive, but bigger bulls continue to talk about 'pent up demand',\" Wilson added. \"We agree there is pent up demand for services consumption. We also think the degree of overconsumption in goods and the ensuing payback is under-appreciated as the positive effects on income from stimulus checks and the surge in asset prices fade.\"</p><p><blockquote>威尔逊补充道：“我们的经济增长预测仍然乐观，但更大的看涨者继续谈论‘被压抑的需求’。”“我们同意服务消费需求被压抑。我们还认为，随着刺激检查和资产价格飙升对收入的积极影响消退，商品过度消费的程度以及随之而来的回报被低估了。”</blockquote></p><p> The latest&nbsp;jobless claims report&nbsp;released Thursday also indicated a potential slowdown in the labor sector as first-time applicants for unemployment benefits unexpectedly jumped to 373,000 in the week ending July 3. Economists were looking to see 350,000 initial claims, according to Dow Jones.</p><p><blockquote>周四发布的最新申请失业救济人数报告也表明，随着截至 7 月 3 日当周首次申请失业救济人数意外跃升至 373,000 人，劳动力部门可能出现放缓。据道琼斯称，经济学家预计将有 35 万人首次申请。</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>Dow rebounds 200 points at the open, clawing back most of Thursday’s sell-off<blockquote>道琼斯指数开盘反弹200点，收复了周四的大部分抛售</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\">\nDow rebounds 200 points at the open, clawing back most of Thursday’s sell-off<blockquote>道琼斯指数开盘反弹200点，收复了周四的大部分抛售</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\">2021-07-09 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The Dow and S&amp;P 500 rose on Friday, a day after the major indexes fell amid concerns of a slowdown in global economic growth.</p><p><blockquote>道琼斯指数和标普500指数周五上涨，此前一天，由于担心全球经济增长放缓，主要股指下跌。</blockquote></p><p> The Dow Jones Industrial Average rose about 200 points, or 0.7%. The S&amp;P 500 bounced by 0.55%. The technology-heavy Nasdaq Composite poped slightly.</p><p><blockquote>道琼斯工业平均指数上涨约200点，涨幅0.7%。标普500反弹0.55%。科技含量高的纳斯达克综合指数小幅上涨。</blockquote></p><p> Theyield on the 10-year Treasuryrebounded 5 basis points to 1.34%, easing concerns about an economic slowdown (1 basis point is 0.01%). Falling yields have mystified investors lately, with the 10-year yield falling to 1.25% at its low on Thursday.</p><p><blockquote>10年期国债收益率反弹5个基点至1.34%，缓解了对经济放缓的担忧（1个基点为0.01%）。收益率下降最近让投资者感到困惑，10年期国债收益率周四跌至1.25%的低点。</blockquote></p><p> The stocks that led the losses on Thursday led the gains in premarket trading Friday. Bank of America jumped nearly 2% in early trading, leading a bounce in financial shares. Royal Caribbean and Carnival each popped more than 2%. American Airlines and United Airlines gained more than 1%.</p><p><blockquote>周四领跌的股票在周五盘前交易中领涨。美国银行早盘上涨近2%，领涨金融股反弹。皇家加勒比和嘉年华的涨幅均超过 2%。美国航空和联合航空涨幅超过1%。</blockquote></p><p> Shares of GM gained 2% after Wedbushsaid the stockis a buy and could jump more than 50% as investors realize the extent of its tech and electric vehicle evolution.</p><p><blockquote>韦德布什表示，通用汽车值得买入，随着投资者意识到其技术和电动汽车发展的程度，通用汽车股价可能会上涨 50% 以上，此后该公司股价上涨 2%。</blockquote></p><p> Big Tech stocks were a bit weak in premarket trading as President Biden was set to announce a new executive order aimedat the competitive practices by the sector's giants. Amazon was down about 0.3% after hitting a new all-time high on Thursday.</p><p><blockquote>由于拜登总统将宣布一项新的行政命令，旨在打击该行业巨头的竞争行为，大型科技股在盘前交易中略显疲软。亚马逊在周四创下历史新高后下跌约 0.3%。</blockquote></p><p> Thursday's losses came as the proliferation of the highly infectious delta Covid variant also fueled worries about the global economic comeback. The Olympicsannounced a ban of spectatorsat Tokyo's summer games as Japan declared a state of emergency to curb the spread of coronavirus.</p><p><blockquote>周四的损失发生之际，高传染性 delta Covid 变种的扩散也加剧了人们对全球经济复苏的担忧。由于日本宣布进入紧急状态以遏制冠状病毒的传播，奥运会宣布禁止观众观看东京夏季奥运会。</blockquote></p><p> \"Our central case has been for a choppy July\" with the S&amp;P 500 falling as low as 4,100, wrote Tom Lee, Fundstrat's head of research, in a note to clients Thursday night. \"While this is a possibility, we think there is a chance [Thursday] marked the peak of [the] 'growth scare' and if this is correct, equities might be shifting towards a broader risk on.\"</p><p><blockquote>Fundstrat 研究主管 Tom Lee 在周四晚间给客户的一份报告中写道，“我们的核心理由是动荡的 7 月份”，标普500跌至 4,100 点。“虽然这是有可能的，但我们认为[周四]有可能标志着[增长恐慌]的顶峰，如果这是正确的，股市可能会转向更广泛的风险。”</blockquote></p><p> The Dow closed Thursday's regular session lower by nearly 260 points. The S&amp;P 500 dipped 0.86%, while the Nasdaq broke a four-day win streak by falling 0.72%.</p><p><blockquote>道琼斯指数周四常规交易时段收盘下跌近260点。标普500下跌0.86%，纳斯达克下跌0.72%，打破四连胜。</blockquote></p><p> For the week, the Dow is down 1.1%, the S&amp;P 500 is off by 0.7% and the Nasdaq Composite has shed 0.5%.</p><p><blockquote>本周，道琼斯指数下跌 1.1%，标普500指数下跌 0.7%，纳斯达克综合指数下跌 0.5%。</blockquote></p><p> \"The market is solidly mid-cycle and with that typically comes a 10-15% index level correction. We expect such a correction will create buying opportunities given a still strong growth backdrop,\" Mike Wilson, Morgan Stanley's chief U.S. equity strategist, told clients. Wilson favors financials, healthcare and materials.</p><p><blockquote>摩根士丹利首席美国股票策略师迈克·威尔逊 (Mike Wilson) 表示：“市场正处于周期中期，随之而来的通常是 10-15% 的指数水平调整。鉴于增长背景仍然强劲，我们预计这种调整将创造买入机会。”告诉客户。威尔逊青睐金融、医疗保健和材料。</blockquote></p><p> \"Our economic growth forecasts remain positive, but bigger bulls continue to talk about 'pent up demand',\" Wilson added. \"We agree there is pent up demand for services consumption. We also think the degree of overconsumption in goods and the ensuing payback is under-appreciated as the positive effects on income from stimulus checks and the surge in asset prices fade.\"</p><p><blockquote>威尔逊补充道：“我们的经济增长预测仍然乐观，但更大的看涨者继续谈论‘被压抑的需求’。”“我们同意服务消费需求被压抑。我们还认为，随着刺激检查和资产价格飙升对收入的积极影响消退，商品过度消费的程度以及随之而来的回报被低估了。”</blockquote></p><p> The latest&nbsp;jobless claims report&nbsp;released Thursday also indicated a potential slowdown in the labor sector as first-time applicants for unemployment benefits unexpectedly jumped to 373,000 in the week ending July 3. Economists were looking to see 350,000 initial claims, according to Dow Jones.</p><p><blockquote>周四发布的最新申请失业救济人数报告也表明，随着截至 7 月 3 日当周首次申请失业救济人数意外跃升至 373,000 人，劳动力部门可能出现放缓。据道琼斯称，经济学家预计将有 35 万人首次申请。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130635218","content_text":"The Dow and S&P 500 rose on Friday, a day after the major indexes fell amid concerns of a slowdown in global economic growth.\nThe Dow Jones Industrial Average rose about 200 points, or 0.7%. The S&P 500 bounced by 0.55%. The technology-heavy Nasdaq Composite poped slightly.\nTheyield on the 10-year Treasuryrebounded 5 basis points to 1.34%, easing concerns about an economic slowdown (1 basis point is 0.01%). Falling yields have mystified investors lately, with the 10-year yield falling to 1.25% at its low on Thursday.\nThe stocks that led the losses on Thursday led the gains in premarket trading Friday. Bank of America jumped nearly 2% in early trading, leading a bounce in financial shares. Royal Caribbean and Carnival each popped more than 2%. American Airlines and United Airlines gained more than 1%.\nShares of GM gained 2% after Wedbushsaid the stockis a buy and could jump more than 50% as investors realize the extent of its tech and electric vehicle evolution.\nBig Tech stocks were a bit weak in premarket trading as President Biden was set to announce a new executive order aimedat the competitive practices by the sector's giants. Amazon was down about 0.3% after hitting a new all-time high on Thursday.\nThursday's losses came as the proliferation of the highly infectious delta Covid variant also fueled worries about the global economic comeback. The Olympicsannounced a ban of spectatorsat Tokyo's summer games as Japan declared a state of emergency to curb the spread of coronavirus.\n\"Our central case has been for a choppy July\" with the S&P 500 falling as low as 4,100, wrote Tom Lee, Fundstrat's head of research, in a note to clients Thursday night. \"While this is a possibility, we think there is a chance [Thursday] marked the peak of [the] 'growth scare' and if this is correct, equities might be shifting towards a broader risk on.\"\nThe Dow closed Thursday's regular session lower by nearly 260 points. The S&P 500 dipped 0.86%, while the Nasdaq broke a four-day win streak by falling 0.72%.\nFor the week, the Dow is down 1.1%, the S&P 500 is off by 0.7% and the Nasdaq Composite has shed 0.5%.\n\"The market is solidly mid-cycle and with that typically comes a 10-15% index level correction. We expect such a correction will create buying opportunities given a still strong growth backdrop,\" Mike Wilson, Morgan Stanley's chief U.S. equity strategist, told clients. Wilson favors financials, healthcare and materials.\n\"Our economic growth forecasts remain positive, but bigger bulls continue to talk about 'pent up demand',\" Wilson added. \"We agree there is pent up demand for services consumption. We also think the degree of overconsumption in goods and the ensuing payback is under-appreciated as the positive effects on income from stimulus checks and the surge in asset prices fade.\"\nThe latest jobless claims report released Thursday also indicated a potential slowdown in the labor sector as first-time applicants for unemployment benefits unexpectedly jumped to 373,000 in the week ending July 3. Economists were looking to see 350,000 initial claims, according to Dow Jones.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":196874458,"gmtCreate":1621045405874,"gmtModify":1634194336388,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/196874458","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohunote.com/m/news/1163454382?lang=zh_CN&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<p>  <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>  <b>What happened</b></p><p><blockquote><b>AMC 投资者有理由在再次融资后更加乐观。</b><b>发生了什么事</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>（纽约证券交易所代码：AMC）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的上涨是在该公司宣布筹集 4.28 亿美元之后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先，疾病控制和预防中心（CDC）就当前的健康和安全协议发表了一份新声明，称完全接种疫苗的人可以在不戴口罩或保持物理距离的情况下恢复活动，包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这应该可以让电影院满负荷重新开放，并成为接种疫苗的电影观众的理想目的地。也是昨天，<b>华特·迪士尼</b>（纽约证券交易所代码：DIS）公布了季度收益报告，首席执行官鲍勃·查佩克 (Bob Chapek) 指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是个好消息，但迪士尼也报告了其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>较低的流媒体订阅可能是影院业务的一个积极迹象。随着疫苗接种的继续推广，随着疾病预防控制中心现在正式批准在室内聚集人群，不戴口罩，剧院上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动中。经过一年多的在家观看，电影院可能会成为最受欢迎的目的地。在再次融资之后，AMC 投资者可能认为这家公司终于有了一条充满希望的道路。</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>Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</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\">\nWhy AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-05-14 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>  <b>What happened</b></p><p><blockquote><b>AMC 投资者有理由在再次融资后更加乐观。</b><b>发生了什么事</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>（纽约证券交易所代码：AMC）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的上涨是在该公司宣布筹集 4.28 亿美元之后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先，疾病控制和预防中心（CDC）就当前的健康和安全协议发表了一份新声明，称完全接种疫苗的人可以在不戴口罩或保持物理距离的情况下恢复活动，包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这应该可以让电影院满负荷重新开放，并成为接种疫苗的电影观众的理想目的地。也是昨天，<b>华特·迪士尼</b>（纽约证券交易所代码：DIS）公布了季度收益报告，首席执行官鲍勃·查佩克 (Bob Chapek) 指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是个好消息，但迪士尼也报告了其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>较低的流媒体订阅可能是影院业务的一个积极迹象。随着疫苗接种的继续推广，随着疾病预防控制中心现在正式批准在室内聚集人群，不戴口罩，剧院上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动中。经过一年多的在家观看，电影院可能会成为最受欢迎的目的地。在再次融资之后，AMC 投资者可能认为这家公司终于有了一条充满希望的道路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">Motley Fool</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":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891930331,"gmtCreate":1628314778323,"gmtModify":1631891103121,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891930331","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":2731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895178847,"gmtCreate":1628731134489,"gmtModify":1631891103090,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895178847","repostId":"1146833505","repostType":4,"isVote":1,"tweetType":1,"viewCount":2929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805451971,"gmtCreate":1627901670193,"gmtModify":1631891103157,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805451971","repostId":"1131923658","repostType":4,"repost":{"id":"1131923658","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":1627898076,"share":"https://www.laohunote.com/m/news/1131923658?lang=zh_CN&edition=full","pubTime":"2021-08-02 17:54","market":"us","language":"en","title":"Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131923658","media":"Tiger Newspress","summary":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second q","content":"<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度收益和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021 年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过 200,000 辆汽车，实现了 11% 的营业利润率，并有史以来首次超过 [10 亿美元] GAAP 净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对该季度的近距离观察，由报告中的五个必看要点捕捉到。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.收入达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长 121%，特斯拉的收入同比飙升 98%，达到约 120 亿美元。这打破了分析师对 113 亿美元收入的平均预测。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，看到利润飙升也就不足为奇了。净利润从去年同期的 1.04 亿美元增至 11.4 亿美元。非 GAAP（调整后）净利润同比增长 258%，达到 16 亿美元。这意味着非 GAAP 每股收益为 1.45 美元，远远高于分析师普遍预期的 0.98 美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长证明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的 4.18 亿美元增加到 6.19 亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从 2021 年第一季度的 171 亿美元下降至 162 亿美元，但这主要是由于 16 亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>4.车辆需求强劲</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司面临供应限制。“全球需求仍然强劲，我们的生产受到可用零部件供应的限制，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5. 未来将有更强劲的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉仍然对其增长轨迹持乐观态度。该公司表示，预计今年总交付量将同比增长 50% 以上。这意味着2021年的总交付量将超过75万辆。到目前为止，特斯拉今年已交付超过 386,000 辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>特斯拉指出：“增长率将取决于我们的设备产能、运营效率以及供应链的能力和稳定性。”</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉增长面临的四大挑战</h4>然而，投资者担心有几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个高效的市场，贴现上市公司的好消息和坏消息。因此，股价在好消息出现前上涨，在坏消息出现前抛售。有时，市场先生——用本杰明·格雷厄姆的话来说——过于乐观，导致上市公司的股价远高于其基本面或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股票都被高估了。例如，TipRanks 估计特斯拉过去 12 个月的股本回报率为 12.41%，而估计特斯拉的内在价值为 160.11 美元，远低于其当前价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾几何时，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，情况已不再如此，因为通用汽车、福特、大众和丰田正在入侵电动市场。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络来扩大电动汽车生产规模并跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而侵蚀特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的内容。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币暴露</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，基于第一季度比特币的激增，特斯拉15亿美元的投资价值24.8亿美元。然而，鉴于比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>加剧比特币波动性的是将数字货币视为无限期无形资产的会计规则。因此，倘其公平值于评估报告期内下跌至低于账面值，则会出现减值亏损。在出售资产之前，公司不能就任何后续公允价值增加收回减值亏损。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为 2300 万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“虽然我们正在全速制造汽车，但全球芯片短缺情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于我们供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham 分析师 Rajvindra Gill 说，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>“吉尔写道：”即使最近的业绩更加积极，我们也很难证明特斯拉'定价到完美'的估值是合理的。</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>摩根士丹利分析师 Adam Jonas 表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是一只价值股，企业市盈率为 70 倍。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“乔纳斯写道：”特斯拉不仅是世界上发展最快的汽车公司之一，也是最赚钱的公司之一。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师科林·兰根表示，汽车毛利率令人印象深刻，但可能不会持久。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>“Langran 写道：”我们认为，由于原料垫成本上升以及随着价格较低的 Model Y SR 在中国上市，混合动力稀释，第三季度/第四季度的汽车利润率将会放缓。</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B. of A. Securities 的约翰·墨菲 (John Murphy) 语气更加谨慎。尽管节奏很快，“竞争还是很激烈的，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从 750 美元上调至 800 美元，比周二的价格上涨了约 26%。他维持了该股的中性评级。</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>Can Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">\nCan Tesla's stock price return to the upward channel?<blockquote>特斯拉股价能否重回上升通道？</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\">2021-08-02 17:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla released Q2 earnings and revenues last week that beat analysts' expectations.</p><p><blockquote>特斯拉上周发布的第二季度收益和收入超出了分析师的预期。</blockquote></p><p> \"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"</p><p><blockquote>特斯拉在公司第二季度更新中表示：“2021 年第二季度，我们打破了新的、引人注目的记录。”“我们生产和交付了超过 200,000 辆汽车，实现了 11% 的营业利润率，并有史以来首次超过 [10 亿美元] GAAP 净利润。”</blockquote></p><p> Here's a closer look at the quarter, captured by five must-see takeaways from the report.</p><p><blockquote>以下是对该季度的近距离观察，由报告中的五个必看要点捕捉到。</blockquote></p><p> <b>1. Revenue hit $12 billion</b></p><p><blockquote><b>1.收入达到120亿美元</b></blockquote></p><p> Helped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.</p><p><blockquote>得益于汽车交付量同比增长 121%，特斯拉的收入同比飙升 98%，达到约 120 亿美元。这打破了分析师对 113 亿美元收入的平均预测。</blockquote></p><p> <b>2. Profits skyrocketed</b></p><p><blockquote><b>2、利润暴涨</b></blockquote></p><p> Of course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.</p><p><blockquote>当然，有了这样的收入，看到利润飙升也就不足为奇了。净利润从去年同期的 1.04 亿美元增至 11.4 亿美元。非 GAAP（调整后）净利润同比增长 258%，达到 16 亿美元。这意味着非 GAAP 每股收益为 1.45 美元，远远高于分析师普遍预期的 0.98 美元。</blockquote></p><p> The outsized growth in Tesla's profits demonstrates the scalability of the company's business model.</p><p><blockquote>特斯拉利润的大幅增长证明了该公司商业模式的可扩展性。</blockquote></p><p> <b>3. Free cash flow remains healthy</b></p><p><blockquote><b>3.自由现金流保持健康</b></blockquote></p><p> Tesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.</p><p><blockquote>特斯拉再次产生了正的自由现金流，即运营现金流减去资本支出。期内自由现金流从去年同期的 4.18 亿美元增加到 6.19 亿美元。</blockquote></p><p> Total cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.</p><p><blockquote>手头现金总额从 2021 年第一季度的 171 亿美元下降至 162 亿美元，但这主要是由于 16 亿美元的净债务和融资租赁还款。</blockquote></p><p> <b>4. Vehicle demand is robust</b></p><p><blockquote><b>4.车辆需求强劲</b></blockquote></p><p> Tesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.</p><p><blockquote>特斯拉再次表示，对其汽车的需求达到了创纪录的水平。事实上，需求如此强劲，以至于该公司面临供应限制。“全球需求仍然强劲，我们的生产受到可用零部件供应的限制，”特斯拉解释道。</blockquote></p><p> <b>5. There's more sharp growth to come</b></p><p><blockquote><b>5. 未来将有更强劲的增长</b></blockquote></p><p> Importantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.</p><p><blockquote>重要的是，特斯拉仍然对其增长轨迹持乐观态度。该公司表示，预计今年总交付量将同比增长 50% 以上。这意味着2021年的总交付量将超过75万辆。到目前为止，特斯拉今年已交付超过 386,000 辆汽车。</blockquote></p><p> \"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.</p><p><blockquote>特斯拉指出：“增长率将取决于我们的设备产能、运营效率以及供应链的能力和稳定性。”</blockquote></p><p> <h4>Four Challenges to Tesla’s Growth</h4> However,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.</p><p><blockquote><h4>特斯拉增长面临的四大挑战</h4>然而，投资者担心有几个因素可能会很快减缓特斯拉狂热的股价增长。</blockquote></p><p> <b>High Valuation</b></p><p><blockquote><b>高估值</b></blockquote></p><p> Wall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.</p><p><blockquote>华尔街是一个高效的市场，贴现上市公司的好消息和坏消息。因此，股价在好消息出现前上涨，在坏消息出现前抛售。有时，市场先生——用本杰明·格雷厄姆的话来说——过于乐观，导致上市公司的股价远高于其基本面或内在价值。其他时候，先生。市场过于悲观，导致上市公司股价远低于其内在价值。</blockquote></p><p> Tesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.</p><p><blockquote>从许多标准来看，特斯拉的股票都被高估了。例如，TipRanks 估计特斯拉过去 12 个月的股本回报率为 12.41%，而估计特斯拉的内在价值为 160.11 美元，远低于其当前价格水平。</blockquote></p><p> <b>Competition from Colonizers</b></p><p><blockquote><b>来自殖民者的竞争</b></blockquote></p><p> Once, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.</p><p><blockquote>曾几何时，特斯拉几乎没有竞争，因为它开创的电动汽车（EV）市场几乎没有来自传统汽车制造商的竞争。然而，情况已不再如此，因为通用汽车、福特、大众和丰田正在入侵电动市场。</blockquote></p><p> These \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.</p><p><blockquote>这些电动汽车市场的“殖民者”拥有制造经验、专业知识和分销网络来扩大电动汽车生产规模并跨越将电动汽车推向大众的“临界点”。与此同时，新竞争对手进入电动汽车市场可能会引发价格竞争，从而侵蚀特斯拉的收入增长和利润率。这是华尔街在季度财务报表中密切关注的内容。</blockquote></p><p> <b>Bitcoin Exposure</b></p><p><blockquote><b>比特币暴露</b></blockquote></p><p> Tesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克对比特币情有独钟。这就是为什么他一直将公司的部分现金投资于数字货币。截至3月底，基于第一季度比特币的激增，特斯拉15亿美元的投资价值24.8亿美元。然而，鉴于比特币的波动性，这也有其风险。</blockquote></p><p> Adding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.</p><p><blockquote>加剧比特币波动性的是将数字货币视为无限期无形资产的会计规则。因此，倘其公平值于评估报告期内下跌至低于账面值，则会出现减值亏损。在出售资产之前，公司不能就任何后续公允价值增加收回减值亏损。随着数字货币价格暴跌，特斯拉报告第二季度与比特币相关的减值为 2300 万美元。</blockquote></p><p> <b>Rising Material Costs</b></p><p><blockquote><b>材料成本上升</b></blockquote></p><p></p><p> Together with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.</p><p><blockquote>由于COVID-19大流行期间供应链中断，特斯拉与传统汽车制造商一起面临严重的材料短缺，预计这将减缓其狂热增长的步伐。</blockquote></p><p> \"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.</p><p><blockquote>“虽然我们正在全速制造汽车，但全球芯片短缺情况仍然相当严重，”马斯克告诉投资者。“在今年剩余时间里，我们的增长率将取决于我们供应链中最慢的部分，”他补充说，有多种芯片将成为增长的刹车。</blockquote></p><p> <h4>Mixed reviews from Wall Street</h4> Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p><p><blockquote><h4>华尔街褒贬不一</h4>Needham 分析师 Rajvindra Gill 说，特斯拉股票的定价已经非常完美，这可以解释该股周二的疲软。</blockquote></p><p> “Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p><p><blockquote>“吉尔写道：”即使最近的业绩更加积极，我们也很难证明特斯拉'定价到完美'的估值是合理的。</blockquote></p><p> Morgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p><p><blockquote>摩根士丹利分析师 Adam Jonas 表示，本季度可能不会改变多头或空头的说法，特斯拉仍然不是一只价值股，企业市盈率为 70 倍。</blockquote></p><p> “Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.</p><p><blockquote>“乔纳斯写道：”特斯拉不仅是世界上发展最快的汽车公司之一，也是最赚钱的公司之一。</blockquote></p><p> Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p><p><blockquote>富国银行分析师科林·兰根表示，汽车毛利率令人印象深刻，但可能不会持久。</blockquote></p><p> “We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p><p><blockquote>“Langran 写道：”我们认为，由于原料垫成本上升以及随着价格较低的 Model Y SR 在中国上市，混合动力稀释，第三季度/第四季度的汽车利润率将会放缓。</blockquote></p><p> John Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"</p><p><blockquote>B. of A. Securities 的约翰·墨菲 (John Murphy) 语气更加谨慎。尽管节奏很快，“竞争还是很激烈的，”他说。“（特斯拉的）运营环境正在从真空转向日益拥挤的空间。”</blockquote></p><p> The quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.</p><p><blockquote>季度业绩“在很大程度上得益于积极的定价动态和良好的执行力”，墨菲将该股的目标价从 750 美元上调至 800 美元，比周二的价格上涨了约 26%。他维持了该股的中性评级。</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":"1131923658","content_text":"Tesla released Q2 earnings and revenues last week that beat analysts' expectations.\n\"In the second quarter of 2021, we broke new and notable records,\" said Tesla in the company's second-quarter update. \"We produced and delivered over 200,000 vehicles, achieved an operating margin of 11% and exceeded [$1 billion] of GAAP net income for the first time in our history.\"\nHere's a closer look at the quarter, captured by five must-see takeaways from the report.\n1. Revenue hit $12 billion\nHelped by a 121% year-over-year increase in vehicle deliveries, Tesla's revenue surged 98% year over year to approximately $12 billion. This crushed analysts' average forecast for revenue of $11.3 billion.\n2. Profits skyrocketed\nOf course, with revenue like this, it wasn't surprising to see profits soar. Net income increased from $104 million in the year-ago period to $1.14 billion. Non-GAAP (adjusted) net income increased 258% year over year to $1.6 billion. This translated to non-GAAP earnings per share of $1.45 -- far ahead of a consensus analyst estimate of $0.98.\nThe outsized growth in Tesla's profits demonstrates the scalability of the company's business model.\n3. Free cash flow remains healthy\nTesla once again generated positive free cash flow, or cash flow from operations less capital expenditures. Free cash flow for the period increased from $418 million in the year-ago period to $619 million.\nTotal cash on hand fell from $17.1 billion in the first quarter of 2021 to $16.2 billion but this was primarily due to $1.6 billion in net debt and finance lease repayments.\n4. Vehicle demand is robust\nTesla once again said demand for its vehicles achieved record levels. Indeed, demand is so robust that the company is supply constrained. \"Global demand continues to be robust, and we are producing at the limits of available parts supply,\" Tesla explained.\n5. There's more sharp growth to come\nImportantly, Tesla remains optimistic about its growth trajectory. The company says it continues to expect to grow its total deliveries more than 50% year over year this year. This implies 2021 total deliveries of more than 750,000. So far, Tesla has delivered more than 386,000 vehicles this year.\n\"The rate of growth will depend on our equipment capacity, operational efficiency, and the capacity and stability of the supply chain,\" Tesla noted.\nFour Challenges to Tesla’s Growth\nHowever,investors are concerned with several factors that may slow Tesla's feverish share price growth soon.\nHigh Valuation\nWall Street is an efficient market, discounting good news and bad news on listed companies. As a result, shares are run-up ahead of good news and sold-off ahead of bad news. Sometimes, Mr. Market—to use Benjamin Graham's terminology—is too optimistic, sending the shares of listed companies well above their fundamental or intrinsic value. Other times, Mr. Market is too pessimistic, sending shares of listed companies well below their intrinsic value.\nTesla's shares are overvalued by many standards. TipRanks, for instance, estimates Tesla's 12-month-trailing return on equity to be a modest 12.41%, while estimates put Tesla's intrinsic value at $160.11, well below its current price level.\nCompetition from Colonizers\nOnce, Tesla had little competition, as the electric vehicle (EV) market it pioneered had little competition from traditional automakers. However, that's no longer the case, as General Motors, Ford, Volkswagen, and Toyota are invading the electric market.\nThese \"colonizers\" of the EV market have the manufacturing experience, expertise, and distribution networks to scale up EV production and cross the \"tipping point\" of bringing EVs to the masses. Meanwhile, the entry of new competitors into the EV market could unleash price competition that will erode Tesla's revenue growth and profit margins. That's something Wall Street is watching closely in quarterly financial statements.\nBitcoin Exposure\nTesla's CEO Elon Musk has an affinity for bitcoin. That's why he has been investing some of the company's cash in digital currency. As of the end of March, Tesla's $1.5 billion investment was worth $2.48 billion, based on the surge in bitcoin in the first quarter. However, that has its risks, too, given bitcoin's volatility.\nAdding to bitcoin's volatility are accounting rules that treat the digital currency as an indefinite-lived intangible asset. Thus, it is subject to impairment losses if its fair value decreases below the carrying value during the assessed reporting period. Companies cannot recover impairment losses for any subsequent increase in fair value until the asset's sale. Tesla reported bitcoin-related impairments of $23 million in Q2 as the price of digital currency dived.\nRising Material Costs\nTogether with traditional automobile makers, Tesla faces a severe material shortage due to supply chain disruptions during the COVID-19 pandemic, which is expected to slow down the pace of its feverish growth.\n\"While we're making cars at full speed, the global chip shortage situation remains quite serious,\" Musk told investors. \"For the rest of this year, our growth rates will be determined by the slowest part in our supply chain,\" adding that there are a wide range of chips that will serve as that brake on growth.\nMixed reviews from Wall Street\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nJohn Murphy with B. of A. Securities struck a more cautious tone. Despite the beat, \"competition is fierce and heating up,\" he said. \"(Tesla's) operating environment is shifting from that of a vacuum to an increasingly crowded space.\"\nThe quarterly beat was \"very much helped by positive pricing dynamics and good execution,\" and Murphy raised his price target on the stock to $800 from $750, which represents an upside around 26% from Tuesday's prices. He kept B. of A.'s neutral rating on the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109528246,"gmtCreate":1619706001185,"gmtModify":1634210554173,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up&nbsp;","listText":"Stock only go up&nbsp;","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/109528246","repostId":"1169827391","repostType":4,"repost":{"id":"1169827391","kind":"news","pubTimestamp":1619664680,"share":"https://www.laohunote.com/m/news/1169827391?lang=zh_CN&edition=full","pubTime":"2021-04-29 10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p><p><blockquote>自从这家电子商务和云计算巨头公布出色的第四季度业绩以来，亚马逊的股价几乎没有变化，但首席执行官杰夫·贝索斯 (Jeff Bezos) 将转任执行主席一职，亚马逊网络服务首席执行官安迪·贾西 (Andy Jassy) 将接任执行主席一职的消息给这一消息蒙上了阴影。</blockquote></p><p> The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p><p><blockquote>这一悬而未决的变化，再加上经济重新开放将如何影响购物行为的不确定性，让一些投资者对该股的近期前景有些不安。</blockquote></p><p> They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p><p><blockquote>他们将在周四收盘后重新审视形势，届时亚马逊（股票代码：AMZN）将公布三月份季度的业绩。亚马逊告诉投资者，预计营收为1000亿至1060亿美元，经营利润在30亿至65亿美元之间，与Covid-19相关的成本约为20亿美元。华尔街一致认为评级营收为 1045 亿美元，每股收益为 9.54 美元。</blockquote></p><p> The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p><p><blockquote>华尔街还显然预计本季度的业绩将显示电子商务的持续强劲势头。根据FactSet的数据，华尔街分析师预计在线商店收入为515亿美元，同比增长41%，第三方销售额为217亿美元，同比增长50%。订阅收入预计为73亿美元，增长32%，实体店收入预计为43亿美元，下降8%。AWS 收入预计为 132 亿美元，增长 29%。</blockquote></p><p> One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p><p><blockquote>一个悬而未决的问题是，随着该国部分地区开始恢复正常的经济活动，该公司将对 6 月份季度做出什么预测。华尔街预计 6 月份季度营收为 1,087 亿美元，每股利润为 10.81 美元。</blockquote></p><p> In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p><p><blockquote>Truist 分析师 Youssef Squali 在一份收益预览报告中重申了该股的买入评级，并将股价目标定为 3,750 美元。该股周二收于 3,417.43 美元，今年迄今上涨 4.9%。</blockquote></p><p> He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p><p><blockquote>他预计收入将达到亚马逊预测范围的高端，并表示鉴于疫情缓慢消退，美国和国际上的电子商务需求仍然强劲。他写道，与业内人士的交谈以及Snap上周披露的强劲盈利对亚马逊的广告业务来说是个好兆头，亚马逊的广告业务被归为 “其他 ”一类。他还认为，市场继续低估了公司两大关键业务--电子商务和 AWS--的主导地位，以及公司 “在在线广告领域的新兴领导地位 ”的长期增长潜力。</blockquote></p><p> Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p><p><blockquote>Stifel 分析师 Scott Devitt 也同样乐观，重申了买入评级和 4,000 美元的目标价。他预计营收增长 40%，略高于华尔街的共识。“他在一份研究报告中写道：”与大流行病爆发以来的前一年相比，亚马逊将在很大程度上关注前景。</blockquote></p><p> “Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p><p><blockquote>“德维特说：”在后科维德环境下，亚马逊和整个电子商务领域的增长在很大程度上仍然不确定。“随着经济复苏，我们看到 Prime 新会员的强劲增长以及跨地域和品类的多元化将为零售业务提供支持，因此我们（6 月份季度）的收入预期领先于市场共识。”他还表示，AWS 和广告业务已做好复苏准备。</blockquote></p><p> Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p><p><blockquote>Wedbush 分析师 Michael Pachter 同样维持跑赢大盘评级和 4,000 美元目标。他认为该公司的收入和经营利润将超出预期，这一优异表现得益于电子商务的市场份额增长。</blockquote></p><p> “We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p><p><blockquote>“他说：”我们相信，更稳定的经济、亚马逊许多市场继续实施就地避难订单、向超大型杂货市场的持续扩张以及出色的执行力可能会推动第一季度的强劲业绩。“此外，亚马逊药房（2 月 2 日推出）在美国的[潜在市场]约为 6000 亿美元，因此任何市场份额的增长都可能带来进一步的上涨空间。”</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</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\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-29 10:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p><p><blockquote>自从这家电子商务和云计算巨头公布出色的第四季度业绩以来，亚马逊的股价几乎没有变化，但首席执行官杰夫·贝索斯 (Jeff Bezos) 将转任执行主席一职，亚马逊网络服务首席执行官安迪·贾西 (Andy Jassy) 将接任执行主席一职的消息给这一消息蒙上了阴影。</blockquote></p><p> The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p><p><blockquote>这一悬而未决的变化，再加上经济重新开放将如何影响购物行为的不确定性，让一些投资者对该股的近期前景有些不安。</blockquote></p><p> They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p><p><blockquote>他们将在周四收盘后重新审视形势，届时亚马逊（股票代码：AMZN）将公布三月份季度的业绩。亚马逊告诉投资者，预计营收为1000亿至1060亿美元，经营利润在30亿至65亿美元之间，与Covid-19相关的成本约为20亿美元。华尔街一致认为评级营收为 1045 亿美元，每股收益为 9.54 美元。</blockquote></p><p> The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p><p><blockquote>华尔街还显然预计本季度的业绩将显示电子商务的持续强劲势头。根据FactSet的数据，华尔街分析师预计在线商店收入为515亿美元，同比增长41%，第三方销售额为217亿美元，同比增长50%。订阅收入预计为73亿美元，增长32%，实体店收入预计为43亿美元，下降8%。AWS 收入预计为 132 亿美元，增长 29%。</blockquote></p><p> One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p><p><blockquote>一个悬而未决的问题是，随着该国部分地区开始恢复正常的经济活动，该公司将对 6 月份季度做出什么预测。华尔街预计 6 月份季度营收为 1,087 亿美元，每股利润为 10.81 美元。</blockquote></p><p> In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p><p><blockquote>Truist 分析师 Youssef Squali 在一份收益预览报告中重申了该股的买入评级，并将股价目标定为 3,750 美元。该股周二收于 3,417.43 美元，今年迄今上涨 4.9%。</blockquote></p><p> He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p><p><blockquote>他预计收入将达到亚马逊预测范围的高端，并表示鉴于疫情缓慢消退，美国和国际上的电子商务需求仍然强劲。他写道，与业内人士的交谈以及Snap上周披露的强劲盈利对亚马逊的广告业务来说是个好兆头，亚马逊的广告业务被归为 “其他 ”一类。他还认为，市场继续低估了公司两大关键业务--电子商务和 AWS--的主导地位，以及公司 “在在线广告领域的新兴领导地位 ”的长期增长潜力。</blockquote></p><p> Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p><p><blockquote>Stifel 分析师 Scott Devitt 也同样乐观，重申了买入评级和 4,000 美元的目标价。他预计营收增长 40%，略高于华尔街的共识。“他在一份研究报告中写道：”与大流行病爆发以来的前一年相比，亚马逊将在很大程度上关注前景。</blockquote></p><p> “Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p><p><blockquote>“德维特说：”在后科维德环境下，亚马逊和整个电子商务领域的增长在很大程度上仍然不确定。“随着经济复苏，我们看到 Prime 新会员的强劲增长以及跨地域和品类的多元化将为零售业务提供支持，因此我们（6 月份季度）的收入预期领先于市场共识。”他还表示，AWS 和广告业务已做好复苏准备。</blockquote></p><p> Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p><p><blockquote>Wedbush 分析师 Michael Pachter 同样维持跑赢大盘评级和 4,000 美元目标。他认为该公司的收入和经营利润将超出预期，这一优异表现得益于电子商务的市场份额增长。</blockquote></p><p> “We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p><p><blockquote>“他说：”我们相信，更稳定的经济、亚马逊许多市场继续实施就地避难订单、向超大型杂货市场的持续扩张以及出色的执行力可能会推动第一季度的强劲业绩。“此外，亚马逊药房（2 月 2 日推出）在美国的[潜在市场]约为 6000 亿美元，因此任何市场份额的增长都可能带来进一步的上涨空间。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375664342,"gmtCreate":1619334316586,"gmtModify":1634274144468,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375664342","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373382842,"gmtCreate":1618822225986,"gmtModify":1634290682629,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Moom","listText":"Moom","text":"Moom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/373382842","repostId":"2128525488","repostType":4,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805014516,"gmtCreate":1627822607835,"gmtModify":1631891103173,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805014516","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124564890,"gmtCreate":1624773583710,"gmtModify":1633948742469,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124564890","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohunote.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机，它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020 年，中国购买了全球 41% 的电动汽车。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架，这里的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：野马 Mach-E SUV。2022 年，福特将开始销售全电动 F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于前期折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩，为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息，自 2014 年以来，电动汽车的电池成本已下降 70%，并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作，从长远来看，它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车，其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓，将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，堪称天才。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</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\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机，它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020 年，中国购买了全球 41% 的电动汽车。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架，这里的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：野马 Mach-E SUV。2022 年，福特将开始销售全电动 F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于前期折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩，为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息，自 2014 年以来，电动汽车的电池成本已下降 70%，并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作，从长远来看，它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车，其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓，将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，堪称天才。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122256891,"gmtCreate":1624624731213,"gmtModify":1633950405612,"author":{"id":"3553503525683940","authorId":"3553503525683940","name":"22c6bfde","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553503525683940","authorIdStr":"3553503525683940"},"themes":[],"title":"","htmlText":"Stock only go up","listText":"Stock only go up","text":"Stock only go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122256891","repostId":"1123235741","repostType":4,"repost":{"id":"1123235741","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":1624621822,"share":"https://www.laohunote.com/m/news/1123235741?lang=zh_CN&edition=full","pubTime":"2021-06-25 19:50","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123235741","media":"Tiger Newspress","summary":"(Update: June 25, 2021 at 08:33 a.m. ET)\n\nKey inflation indicator rises 3.4% in May from a year earl","content":"<p><i><b>(Update: June 25, 2021 at 08:33 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间 2021 年 6 月 25 日上午 08:33）</b></i></blockquote></p><p> <ul>  <li><b>Key inflation indicator rises 3.4% in May from a year earlier, as expected.</b></li>  <li>S&amp;P, Nasdaq futures at peaks ahead of crucial inflation report.</li>  <li>Nike, CarMax, Virgin Galactic &amp; more made the biggest moves in the premarket.</li> </ul> (June&nbsp;25)&nbsp;<b>The core personal consumption expenditures price index for May was expected to rise 3.4% on a year-over-year basis, according to economists surveyed by Dow Jones.</b>&nbsp;</p><p><blockquote><ul><li><b>正如预期的那样，5月份关键通胀指标同比上升3.4%。</b></li><li>标准普尔和纳斯达克期货在关键通胀报告发布前达到峰值。</li><li>耐克、CarMax、维珍银河等在盘前做出了最大的动作。</li></ul>（6月25日）<b>道琼斯调查的经济学家表示，5月份核心个人消费支出价格指数预计同比上涨3.4%。</b> </blockquote></p><p> <i>Related:&nbsp;</i><a href=\"https://laohu8.com/NW/1107282210\" target=\"_blank\"><i>Key inflation indicator posts biggest year-over-year gain in nearly three decades</i></a></p><p><blockquote><i>相关：</i><a href=\"https://laohu8.com/NW/1107282210\" target=\"_blank\"><i>关键通胀指标创下近三十年来最大同比涨幅</i></a></blockquote></p><p> <a href=\"https://laohu8.com/NW/1166582624\" target=\"_blank\"><i>Fed's Favorite Inflation Indicator Surges To Highest Since 1991 As Savings Rate Slumps</i></a><i></i></p><p><blockquote><a href=\"https://laohu8.com/NW/1166582624\" target=\"_blank\"><i>随着储蓄率暴跌，美联储最喜欢的通胀指标飙升至 1991 年以来的最高水平</i></a><i></i></blockquote></p><p> S&amp;P futures traded at record highs, tracking strong gains in Asian markets, as investors braced for the Fed's preferred inflation data following a tentative bipartisan agreement on infrastructure spending, while U.S. lenders rose after clearing stress tests.</p><p><blockquote>标准普尔期货交易创历史新高，追踪亚洲市场强劲上涨，投资者在两党就基础设施支出达成初步协议后为美联储首选通胀数据做好准备，而美国银行在通过压力测试后上涨。</blockquote></p><p> At 7:58&nbsp;am ET S&amp;P futures were up 5pts or 0.12%, Dow Jones futs were up&nbsp;120 or 0.35% and Nasdaq futs were up 10.5 or +0.07%.&nbsp;<b>Global stocks are poised for their biggest weekly advance since April, extending their fifth monthly gain.</b></p><p><blockquote>美国东部时间上午 7:58，标准普尔期货上涨 5 点或 0.12%，道琼斯 futs 上涨 120 点或 0.35%，纳斯达克 futs 上涨 10.5 点或 +0.07%。<b>全球股市有望实现自 4 月份以来的最大单周涨幅，延续第五个月涨幅。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/3595ef2646654cdba23a65657d7cb0d5\" tg-width=\"1242\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In a sign of the ongoing recovery still under way in the U.S., the Labor Department'sweekly jobless claims report out Thursday morningshowed a drop in new filings, even as the margin of improvement came in slightly weaker than expected. <b>And on Friday, investors will be closely watching the Bureau of Economic Analysis' reported on core personal consumption expenditures (PCE), which serves as the Federal Reserve's preferred inflation gauge. This is expected to have risen by 3.4% in May over last year, marking the fastest increase since 1992.</b></p><p><blockquote>劳工部周四上午发布的每周失业救济申请报告显示，新申请人数有所下降，尽管改善幅度略低于预期，但这表明美国仍在持续复苏。<b>周五，投资者将密切关注经济分析局关于核心个人消费支出（PCE）的报告，该报告是美联储首选的通胀指标。预计 5 月份这一数字将比去年增长 3.4%，创下 1992 年以来的最快增幅。</b></blockquote></p><p> On Thursday, the Nasdaq and the S&amp;P 500 indexes closed at record highs, while the Dow jumped almost 1% after Joe Biden embraced the $1.2 trillion bipartisan Senate spending deal and as data showed a labor market recovery was on track, albeit at a slower pace. Major US banks such as Bank of America, JPMorgan Chase and Citigroup were all higher in premarket trading after all Wall Street banks&nbsp;passed&nbsp;the Federal Reserve’s stress tests, paving the way for over $140 billion in payouts. Nike surged 12% in premarket trading after sneaker maker forecast fiscal full-year sales ahead of Wall Street estimates prompting several analysts to raise their price projections, and helping Dow futures rise 0.3%. In sympathy, Adidas jumped 5.1% to 17-month high, while electricity producer Iberdrola dropped 2.1% to the lowest since early March. The latest evidence of a labor shortage came from FedEx Corp as the U.S. delivery firm missed 2022 earnings forecast due to hiring difficulties. Its shares shed 3.8%.</p><p><blockquote>周四，纳斯达克和标普500指数收盘创下历史新高，而道琼斯指数上涨近1%，此前乔·拜登接受了1.2万亿美元的两党参议院支出协议，数据显示劳动力市场复苏步入正轨，尽管速度较慢。美国银行、摩根大通和花旗集团等美国主要银行在盘前交易中均走高，此前所有华尔街银行都通过了美联储的压力测试，为超过 1400 亿美元的派息铺平了道路。耐克在盘前交易中飙升 12%，此前这家运动鞋制造商预测全财年销售额高于华尔街预期，促使几位分析师上调了价格预测，并帮助道琼斯指数期货上涨 0.3%。阿迪达斯股价上涨 5.1%，至 17 个月高点，而电力生产商 Iberdrola 股价下跌 2.1%，至 3 月初以来的最低水平。劳动力短缺的最新证据来自联邦快递公司，这家美国快递公司因招聘困难未能达到 2022 年盈利预测。其股价下跌 3.8%。</blockquote></p><p> Here are some of the other big premarket U.S. movers today:</p><p><blockquote>以下是当今美国盘前的一些其他主要推动者：</blockquote></p><p> <ul>  <li>Blank-check firm Property Solutions Acquisition (PSAC) rises 16% after it said the registration statement on its merger with electric vehicle maker Faraday Future had been declared effective by the SEC.</li>  <li>Cannabidiol product seller Grove (GRVI) surges 35% rising further above yesterday’s IPO price of $5 per share.</li>  <li>Netflix (NFLX) gains 1.3% after Credit Suisse upgraded the stock to outperform, with subscriber growth expected to normalize in 4Q21. A survey by CS of U.S. consumers reinforced the stream platform’s strong competitive position and high user satisfaction.</li>  <li>Nokia’s U.S. ADRs (NOK) rise 2.9% after Goldman Sachs upgrades the telecom equipment maker to buy from neutral and raises price targets.</li> </ul> <b>Stocks making the biggest moves in the premarket: Nike, CarMax, Virgin Galactic &amp; more</b></p><p><blockquote><ul><li>空白支票公司 Property Solutions Acquisition (PSAC) 表示，美国证券交易委员会已宣布其与电动汽车制造商法拉第未来合并的注册声明生效，股价上涨 16%。</li><li>大麻二酚产品销售商 Grove (GRVI) 股价飙升 35%，进一步高于昨天每股 5 美元的 IPO 价格。</li><li>瑞士信贷将 Netflix (NFLX) 股价上涨 1.3%，此前瑞士信贷将该股评级上调至跑赢大盘，预计2021年第四季度用户增长将恢复正常。CS 对美国消费者的调查证实了该流媒体平台强大的竞争地位和较高的用户满意度。</li><li>诺基亚的美国存托凭证（NOK）上涨 2.9%，此前高盛将这家电信设备制造商的评级从中性上调至买入，并上调了目标价。</li></ul><b>盘前涨幅最大的股票：耐克、CarMax、维珍银河等</b></blockquote></p><p> <b>1)&nbsp;Nike(NKE)</b> – Nikereported quarterly earnings of 93 cents per share, well above the 51 cents a share consensus estimate. Revenue beat forecasts by a wide margin and exceeded $12 billion for the first time. Nike benefited from pent-up demand for its shoes and apparel, and saw a 73% jump in direct sales through its apps and websites. Nike shares soared 12.5% in the premarket.</p><p><blockquote><b>1）耐克（NKE）</b>– 耐克公布的季度收益为每股 93 美分，远高于每股 51 美分的普遍预期。收入大幅超出预期，首次超过120亿美元。耐克受益于对其鞋类和服装被压抑的需求，通过其应用程序和网站的直接销售额增长了 73%。耐克股价在盘前飙升 12.5%。</blockquote></p><p> <b>2)&nbsp;CarMax(KMX) </b>– CarMax shares rallied 5.9% in premarket trading after the auto retailer reported better-than-expected sales and profit for its latest quarter. CarMax beat the consensus estimate by $1 a share, with quarterly profit of $2.63, helped by a pandemic-induced preference for cars over public transport.</p><p><blockquote><b>2)CarMax(KMX)</b>– 汽车零售商 CarMax 公布最新季度销售额和利润好于预期，该公司股价在盘前交易中上涨 5.9%。CarMax 的每股股价超出市场普遍预期 1 美元，季度利润为 2.63 美元，这得益于大流行引发的人们对汽车而不是公共交通的偏好。</blockquote></p><p></p><p> <b>3)&nbsp;Virgin Galactic(SPCE) </b>– Virgin shares surged 11.5% in the premarket after the Federal Aviation Administration granted approval for Virgin to fly paying customers into space. It’s the first such approval granted by the FAA, and follows a successful test flight by Virgin Galactic in May.</p><p><blockquote><b>3) 维珍银河 (SPCE)</b>– 美国联邦航空管理局批准维珍航空将付费客户送入太空后，维珍航空股价在盘前飙升 11.5%。这是美国联邦航空局首次批准此类飞行，此前维珍银河公司已于 5 月份成功进行了试飞。</blockquote></p><p> <b>4)&nbsp;FedEx(FDX) </b>– FedEx beat estimates by 2 cents a share, with quarterly earnings of $5.01 per share. The delivery service’s revenue also topped forecasts. CEO Fred Smith said operations are being crimped by an inability to find enough workers, however, and the company will ramp up capital spending by 22% this year to deal with delivery delays. The stock slid 3.9% in premarket trading.</p><p><blockquote><b>4）联邦快递（FDX）</b>– 联邦快递每股收益超出预期 2 美分，季度收益为每股 5.01 美元。送货服务的收入也超出了预期。首席执行官弗雷德·史密斯表示，由于无法找到足够的工人，运营受到了限制，公司今年将把资本支出增加 22%，以应对交付延迟。该股在盘前交易中下跌 3.9%。</blockquote></p><p> <b>5)&nbsp;Tesla(TSLA) </b>– Japanese electronics giant Panasonic sold its entire stake in Tesla for about $3.6 billion during the most recent fiscal year, according to a Panasonic spokesperson. Panasonic was an early investor in Tesla, and is a major battery supplier for the automaker.</p><p><blockquote><b>5）特斯拉（TSLA）</b>– 据松下发言人称，日本电子巨头松下在最近一个财年以约 36 亿美元的价格出售了其在特斯拉的全部股份。松下是特斯拉的早期投资者，也是该汽车制造商的主要电池供应商。</blockquote></p><p> <b>6)&nbsp;Netflix(NFLX)</b> – Netflix rose 1.3% in the premarket following an upgrade to “outperform” from “neutral” at Credit Suisse. The bank said it expects subscriber growth to normalize and that its recent consumer survey reinforced Netflix’s strong competitive position.</p><p><blockquote><b>6）Netflix（NFLX）</b>- 瑞士信贷将 Netflix 评级从 “中性 ”上调至 “跑赢大盘”，盘前上涨 1.3%。该银行表示，预计用户增长将恢复正常，最近的消费者调查巩固了 Netflix 的强大竞争地位。</blockquote></p><p> <b>7)&nbsp;BlackBerry(BB) </b>– BlackBerry shares added 1.3% in premarket trading after it reported a smaller-than-expected loss for its latest quarter. The security and communications software maker also saw better-than-expected revenue, as a jump in electric vehicle sales boosted demand for BlackBerry’s QNX software.</p><p><blockquote><b>7) 黑莓(BB)</b>– 黑莓公布最新季度亏损小于预期，股价在盘前交易中上涨 1.3%。这家安全和通信软件制造商的收入也好于预期，因为电动汽车销量的激增提振了对黑莓 QNX 软件的需求。</blockquote></p><p> <b>8)&nbsp;JPMorgan Chase(JPM),Wells Fargo(WFC),Bank of America(BAC),Citigroup(C)</b> – Big bank stocks are on watch today after the Federal Reservegave passing marksto all 23 banks that were subjected to the latest round of stress tests. Following those results, the Fed said it would lift temporary restrictions on dividends and share buybacks.</p><p><blockquote><b>8) 摩根大通(JPM)、富国银行(WFC)、美国银行(BAC)、花旗集团(C)</b>– 美联储通过了所有接受最新一轮压力测试的 23 家银行的评级后，大银行股今天受到关注。这些结果公布后，美联储表示将取消对股息和股票回购的临时限制。</blockquote></p><p> <b>9)&nbsp;Twilio(TWLO),Asana(ASAN)</b> – Twilio and Asana have agreed to list their shares on the Long-Term Stock Exchange, a Silicon Valley-based operation that is designed to focus on long-term investing. They will continue to list on the New York Stock Exchange as well. The two cloud software companies were early investors in the Long-Term Exchange. Asana jumped 3.3% in premarket trading.</p><p><blockquote><b>9) Twilio(TWLO)、Asana(ASAN)</b>– Twilio 和 Asana 已同意在长期证券交易所上市，这是一家总部位于硅谷的机构，旨在专注于长期投资。他们也将继续在纽约证券交易所上市。这两家云软件公司是长期交易所的早期投资者。Asana 在盘前交易中上涨 3.3%。</blockquote></p><p> <b>10)&nbsp;Credit Suisse(CS)</b> – Credit Suisse is mulling various overhaul plans including a possible merger with rival European bankUBS(UBS), according to people familiar with the bank’s thinking who spoke to Reuters. Credit Suisse rose 1.2% in the premarket.</p><p><blockquote><b>10) 瑞士信贷(CS)</b>- 据熟悉瑞士信贷想法的人士向路透社透露，瑞士信贷正在考虑各种改革计划，包括可能与竞争对手欧洲银行（UBS）合并。瑞士信贷盘前上涨1.2%。</blockquote></p><p> <b>11)&nbsp;Doximity(DOCS) </b>– The social network for doctors saw its stock slide 3.9% in the premarket, after going public at $26 per share and closing its first day of trading at $53.</p><p><blockquote><b>11) 粘性（文档）</b>– 这家医生社交网络以每股 26 美元的价格上市，首日收盘价为 53 美元，盘前股价下跌 3.9%。</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>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</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; 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}\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\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</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\">2021-06-25 19:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><i><b>(Update: June 25, 2021 at 08:33 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间 2021 年 6 月 25 日上午 08:33）</b></i></blockquote></p><p> <ul>  <li><b>Key inflation indicator rises 3.4% in May from a year earlier, as expected.</b></li>  <li>S&amp;P, Nasdaq futures at peaks ahead of crucial inflation report.</li>  <li>Nike, CarMax, Virgin Galactic &amp; more made the biggest moves in the premarket.</li> </ul> (June&nbsp;25)&nbsp;<b>The core personal consumption expenditures price index for May was expected to rise 3.4% on a year-over-year basis, according to economists surveyed by Dow Jones.</b>&nbsp;</p><p><blockquote><ul><li><b>正如预期的那样，5月份关键通胀指标同比上升3.4%。</b></li><li>标准普尔和纳斯达克期货在关键通胀报告发布前达到峰值。</li><li>耐克、CarMax、维珍银河等在盘前做出了最大的动作。</li></ul>（6月25日）<b>道琼斯调查的经济学家表示，5月份核心个人消费支出价格指数预计同比上涨3.4%。</b> </blockquote></p><p> <i>Related:&nbsp;</i><a href=\"https://laohu8.com/NW/1107282210\" target=\"_blank\"><i>Key inflation indicator posts biggest year-over-year gain in nearly three decades</i></a></p><p><blockquote><i>相关：</i><a href=\"https://laohu8.com/NW/1107282210\" target=\"_blank\"><i>关键通胀指标创下近三十年来最大同比涨幅</i></a></blockquote></p><p> <a href=\"https://laohu8.com/NW/1166582624\" target=\"_blank\"><i>Fed's Favorite Inflation Indicator Surges To Highest Since 1991 As Savings Rate Slumps</i></a><i></i></p><p><blockquote><a href=\"https://laohu8.com/NW/1166582624\" target=\"_blank\"><i>随着储蓄率暴跌，美联储最喜欢的通胀指标飙升至 1991 年以来的最高水平</i></a><i></i></blockquote></p><p> S&amp;P futures traded at record highs, tracking strong gains in Asian markets, as investors braced for the Fed's preferred inflation data following a tentative bipartisan agreement on infrastructure spending, while U.S. lenders rose after clearing stress tests.</p><p><blockquote>标准普尔期货交易创历史新高，追踪亚洲市场强劲上涨，投资者在两党就基础设施支出达成初步协议后为美联储首选通胀数据做好准备，而美国银行在通过压力测试后上涨。</blockquote></p><p> At 7:58&nbsp;am ET S&amp;P futures were up 5pts or 0.12%, Dow Jones futs were up&nbsp;120 or 0.35% and Nasdaq futs were up 10.5 or +0.07%.&nbsp;<b>Global stocks are poised for their biggest weekly advance since April, extending their fifth monthly gain.</b></p><p><blockquote>美国东部时间上午 7:58，标准普尔期货上涨 5 点或 0.12%，道琼斯 futs 上涨 120 点或 0.35%，纳斯达克 futs 上涨 10.5 点或 +0.07%。<b>全球股市有望实现自 4 月份以来的最大单周涨幅，延续第五个月涨幅。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/3595ef2646654cdba23a65657d7cb0d5\" tg-width=\"1242\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In a sign of the ongoing recovery still under way in the U.S., the Labor Department'sweekly jobless claims report out Thursday morningshowed a drop in new filings, even as the margin of improvement came in slightly weaker than expected. <b>And on Friday, investors will be closely watching the Bureau of Economic Analysis' reported on core personal consumption expenditures (PCE), which serves as the Federal Reserve's preferred inflation gauge. This is expected to have risen by 3.4% in May over last year, marking the fastest increase since 1992.</b></p><p><blockquote>劳工部周四上午发布的每周失业救济申请报告显示，新申请人数有所下降，尽管改善幅度略低于预期，但这表明美国仍在持续复苏。<b>周五，投资者将密切关注经济分析局关于核心个人消费支出（PCE）的报告，该报告是美联储首选的通胀指标。预计 5 月份这一数字将比去年增长 3.4%，创下 1992 年以来的最快增幅。</b></blockquote></p><p> On Thursday, the Nasdaq and the S&amp;P 500 indexes closed at record highs, while the Dow jumped almost 1% after Joe Biden embraced the $1.2 trillion bipartisan Senate spending deal and as data showed a labor market recovery was on track, albeit at a slower pace. Major US banks such as Bank of America, JPMorgan Chase and Citigroup were all higher in premarket trading after all Wall Street banks&nbsp;passed&nbsp;the Federal Reserve’s stress tests, paving the way for over $140 billion in payouts. Nike surged 12% in premarket trading after sneaker maker forecast fiscal full-year sales ahead of Wall Street estimates prompting several analysts to raise their price projections, and helping Dow futures rise 0.3%. In sympathy, Adidas jumped 5.1% to 17-month high, while electricity producer Iberdrola dropped 2.1% to the lowest since early March. The latest evidence of a labor shortage came from FedEx Corp as the U.S. delivery firm missed 2022 earnings forecast due to hiring difficulties. Its shares shed 3.8%.</p><p><blockquote>周四，纳斯达克和标普500指数收盘创下历史新高，而道琼斯指数上涨近1%，此前乔·拜登接受了1.2万亿美元的两党参议院支出协议，数据显示劳动力市场复苏步入正轨，尽管速度较慢。美国银行、摩根大通和花旗集团等美国主要银行在盘前交易中均走高，此前所有华尔街银行都通过了美联储的压力测试，为超过 1400 亿美元的派息铺平了道路。耐克在盘前交易中飙升 12%，此前这家运动鞋制造商预测全财年销售额高于华尔街预期，促使几位分析师上调了价格预测，并帮助道琼斯指数期货上涨 0.3%。阿迪达斯股价上涨 5.1%，至 17 个月高点，而电力生产商 Iberdrola 股价下跌 2.1%，至 3 月初以来的最低水平。劳动力短缺的最新证据来自联邦快递公司，这家美国快递公司因招聘困难未能达到 2022 年盈利预测。其股价下跌 3.8%。</blockquote></p><p> Here are some of the other big premarket U.S. movers today:</p><p><blockquote>以下是当今美国盘前的一些其他主要推动者：</blockquote></p><p> <ul>  <li>Blank-check firm Property Solutions Acquisition (PSAC) rises 16% after it said the registration statement on its merger with electric vehicle maker Faraday Future had been declared effective by the SEC.</li>  <li>Cannabidiol product seller Grove (GRVI) surges 35% rising further above yesterday’s IPO price of $5 per share.</li>  <li>Netflix (NFLX) gains 1.3% after Credit Suisse upgraded the stock to outperform, with subscriber growth expected to normalize in 4Q21. A survey by CS of U.S. consumers reinforced the stream platform’s strong competitive position and high user satisfaction.</li>  <li>Nokia’s U.S. ADRs (NOK) rise 2.9% after Goldman Sachs upgrades the telecom equipment maker to buy from neutral and raises price targets.</li> </ul> <b>Stocks making the biggest moves in the premarket: Nike, CarMax, Virgin Galactic &amp; more</b></p><p><blockquote><ul><li>空白支票公司 Property Solutions Acquisition (PSAC) 表示，美国证券交易委员会已宣布其与电动汽车制造商法拉第未来合并的注册声明生效，股价上涨 16%。</li><li>大麻二酚产品销售商 Grove (GRVI) 股价飙升 35%，进一步高于昨天每股 5 美元的 IPO 价格。</li><li>瑞士信贷将 Netflix (NFLX) 股价上涨 1.3%，此前瑞士信贷将该股评级上调至跑赢大盘，预计2021年第四季度用户增长将恢复正常。CS 对美国消费者的调查证实了该流媒体平台强大的竞争地位和较高的用户满意度。</li><li>诺基亚的美国存托凭证（NOK）上涨 2.9%，此前高盛将这家电信设备制造商的评级从中性上调至买入，并上调了目标价。</li></ul><b>盘前涨幅最大的股票：耐克、CarMax、维珍银河等</b></blockquote></p><p> <b>1)&nbsp;Nike(NKE)</b> – Nikereported quarterly earnings of 93 cents per share, well above the 51 cents a share consensus estimate. Revenue beat forecasts by a wide margin and exceeded $12 billion for the first time. Nike benefited from pent-up demand for its shoes and apparel, and saw a 73% jump in direct sales through its apps and websites. Nike shares soared 12.5% in the premarket.</p><p><blockquote><b>1）耐克（NKE）</b>– 耐克公布的季度收益为每股 93 美分，远高于每股 51 美分的普遍预期。收入大幅超出预期，首次超过120亿美元。耐克受益于对其鞋类和服装被压抑的需求，通过其应用程序和网站的直接销售额增长了 73%。耐克股价在盘前飙升 12.5%。</blockquote></p><p> <b>2)&nbsp;CarMax(KMX) </b>– CarMax shares rallied 5.9% in premarket trading after the auto retailer reported better-than-expected sales and profit for its latest quarter. CarMax beat the consensus estimate by $1 a share, with quarterly profit of $2.63, helped by a pandemic-induced preference for cars over public transport.</p><p><blockquote><b>2)CarMax(KMX)</b>– 汽车零售商 CarMax 公布最新季度销售额和利润好于预期，该公司股价在盘前交易中上涨 5.9%。CarMax 的每股股价超出市场普遍预期 1 美元，季度利润为 2.63 美元，这得益于大流行引发的人们对汽车而不是公共交通的偏好。</blockquote></p><p></p><p> <b>3)&nbsp;Virgin Galactic(SPCE) </b>– Virgin shares surged 11.5% in the premarket after the Federal Aviation Administration granted approval for Virgin to fly paying customers into space. It’s the first such approval granted by the FAA, and follows a successful test flight by Virgin Galactic in May.</p><p><blockquote><b>3) 维珍银河 (SPCE)</b>– 美国联邦航空管理局批准维珍航空将付费客户送入太空后，维珍航空股价在盘前飙升 11.5%。这是美国联邦航空局首次批准此类飞行，此前维珍银河公司已于 5 月份成功进行了试飞。</blockquote></p><p> <b>4)&nbsp;FedEx(FDX) </b>– FedEx beat estimates by 2 cents a share, with quarterly earnings of $5.01 per share. The delivery service’s revenue also topped forecasts. CEO Fred Smith said operations are being crimped by an inability to find enough workers, however, and the company will ramp up capital spending by 22% this year to deal with delivery delays. The stock slid 3.9% in premarket trading.</p><p><blockquote><b>4）联邦快递（FDX）</b>– 联邦快递每股收益超出预期 2 美分，季度收益为每股 5.01 美元。送货服务的收入也超出了预期。首席执行官弗雷德·史密斯表示，由于无法找到足够的工人，运营受到了限制，公司今年将把资本支出增加 22%，以应对交付延迟。该股在盘前交易中下跌 3.9%。</blockquote></p><p> <b>5)&nbsp;Tesla(TSLA) </b>– Japanese electronics giant Panasonic sold its entire stake in Tesla for about $3.6 billion during the most recent fiscal year, according to a Panasonic spokesperson. Panasonic was an early investor in Tesla, and is a major battery supplier for the automaker.</p><p><blockquote><b>5）特斯拉（TSLA）</b>– 据松下发言人称，日本电子巨头松下在最近一个财年以约 36 亿美元的价格出售了其在特斯拉的全部股份。松下是特斯拉的早期投资者，也是该汽车制造商的主要电池供应商。</blockquote></p><p> <b>6)&nbsp;Netflix(NFLX)</b> – Netflix rose 1.3% in the premarket following an upgrade to “outperform” from “neutral” at Credit Suisse. The bank said it expects subscriber growth to normalize and that its recent consumer survey reinforced Netflix’s strong competitive position.</p><p><blockquote><b>6）Netflix（NFLX）</b>- 瑞士信贷将 Netflix 评级从 “中性 ”上调至 “跑赢大盘”，盘前上涨 1.3%。该银行表示，预计用户增长将恢复正常，最近的消费者调查巩固了 Netflix 的强大竞争地位。</blockquote></p><p> <b>7)&nbsp;BlackBerry(BB) </b>– BlackBerry shares added 1.3% in premarket trading after it reported a smaller-than-expected loss for its latest quarter. The security and communications software maker also saw better-than-expected revenue, as a jump in electric vehicle sales boosted demand for BlackBerry’s QNX software.</p><p><blockquote><b>7) 黑莓(BB)</b>– 黑莓公布最新季度亏损小于预期，股价在盘前交易中上涨 1.3%。这家安全和通信软件制造商的收入也好于预期，因为电动汽车销量的激增提振了对黑莓 QNX 软件的需求。</blockquote></p><p> <b>8)&nbsp;JPMorgan Chase(JPM),Wells Fargo(WFC),Bank of America(BAC),Citigroup(C)</b> – Big bank stocks are on watch today after the Federal Reservegave passing marksto all 23 banks that were subjected to the latest round of stress tests. Following those results, the Fed said it would lift temporary restrictions on dividends and share buybacks.</p><p><blockquote><b>8) 摩根大通(JPM)、富国银行(WFC)、美国银行(BAC)、花旗集团(C)</b>– 美联储通过了所有接受最新一轮压力测试的 23 家银行的评级后，大银行股今天受到关注。这些结果公布后，美联储表示将取消对股息和股票回购的临时限制。</blockquote></p><p> <b>9)&nbsp;Twilio(TWLO),Asana(ASAN)</b> – Twilio and Asana have agreed to list their shares on the Long-Term Stock Exchange, a Silicon Valley-based operation that is designed to focus on long-term investing. They will continue to list on the New York Stock Exchange as well. The two cloud software companies were early investors in the Long-Term Exchange. Asana jumped 3.3% in premarket trading.</p><p><blockquote><b>9) Twilio(TWLO)、Asana(ASAN)</b>– Twilio 和 Asana 已同意在长期证券交易所上市，这是一家总部位于硅谷的机构，旨在专注于长期投资。他们也将继续在纽约证券交易所上市。这两家云软件公司是长期交易所的早期投资者。Asana 在盘前交易中上涨 3.3%。</blockquote></p><p> <b>10)&nbsp;Credit Suisse(CS)</b> – Credit Suisse is mulling various overhaul plans including a possible merger with rival European bankUBS(UBS), according to people familiar with the bank’s thinking who spoke to Reuters. Credit Suisse rose 1.2% in the premarket.</p><p><blockquote><b>10) 瑞士信贷(CS)</b>- 据熟悉瑞士信贷想法的人士向路透社透露，瑞士信贷正在考虑各种改革计划，包括可能与竞争对手欧洲银行（UBS）合并。瑞士信贷盘前上涨1.2%。</blockquote></p><p> <b>11)&nbsp;Doximity(DOCS) </b>– The social network for doctors saw its stock slide 3.9% in the premarket, after going public at $26 per share and closing its first day of trading at $53.</p><p><blockquote><b>11) 粘性（文档）</b>– 这家医生社交网络以每股 26 美元的价格上市，首日收盘价为 53 美元，盘前股价下跌 3.9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123235741","content_text":"(Update: June 25, 2021 at 08:33 a.m. ET)\n\nKey inflation indicator rises 3.4% in May from a year earlier, as expected.\nS&P, Nasdaq futures at peaks ahead of crucial inflation report.\nNike, CarMax, Virgin Galactic & more made the biggest moves in the premarket.\n\n(June 25) The core personal consumption expenditures price index for May was expected to rise 3.4% on a year-over-year basis, according to economists surveyed by Dow Jones. \nRelated: Key inflation indicator posts biggest year-over-year gain in nearly three decades\nFed's Favorite Inflation Indicator Surges To Highest Since 1991 As Savings Rate Slumps\nS&P futures traded at record highs, tracking strong gains in Asian markets, as investors braced for the Fed's preferred inflation data following a tentative bipartisan agreement on infrastructure spending, while U.S. lenders rose after clearing stress tests.\nAt 7:58 am ET S&P futures were up 5pts or 0.12%, Dow Jones futs were up 120 or 0.35% and Nasdaq futs were up 10.5 or +0.07%. Global stocks are poised for their biggest weekly advance since April, extending their fifth monthly gain.\n\nIn a sign of the ongoing recovery still under way in the U.S., the Labor Department'sweekly jobless claims report out Thursday morningshowed a drop in new filings, even as the margin of improvement came in slightly weaker than expected. And on Friday, investors will be closely watching the Bureau of Economic Analysis' reported on core personal consumption expenditures (PCE), which serves as the Federal Reserve's preferred inflation gauge. This is expected to have risen by 3.4% in May over last year, marking the fastest increase since 1992.\nOn Thursday, the Nasdaq and the S&P 500 indexes closed at record highs, while the Dow jumped almost 1% after Joe Biden embraced the $1.2 trillion bipartisan Senate spending deal and as data showed a labor market recovery was on track, albeit at a slower pace. Major US banks such as Bank of America, JPMorgan Chase and Citigroup were all higher in premarket trading after all Wall Street banks passed the Federal Reserve’s stress tests, paving the way for over $140 billion in payouts. Nike surged 12% in premarket trading after sneaker maker forecast fiscal full-year sales ahead of Wall Street estimates prompting several analysts to raise their price projections, and helping Dow futures rise 0.3%. In sympathy, Adidas jumped 5.1% to 17-month high, while electricity producer Iberdrola dropped 2.1% to the lowest since early March. The latest evidence of a labor shortage came from FedEx Corp as the U.S. delivery firm missed 2022 earnings forecast due to hiring difficulties. Its shares shed 3.8%.\nHere are some of the other big premarket U.S. movers today:\n\nBlank-check firm Property Solutions Acquisition (PSAC) rises 16% after it said the registration statement on its merger with electric vehicle maker Faraday Future had been declared effective by the SEC.\nCannabidiol product seller Grove (GRVI) surges 35% rising further above yesterday’s IPO price of $5 per share.\nNetflix (NFLX) gains 1.3% after Credit Suisse upgraded the stock to outperform, with subscriber growth expected to normalize in 4Q21. A survey by CS of U.S. consumers reinforced the stream platform’s strong competitive position and high user satisfaction.\nNokia’s U.S. ADRs (NOK) rise 2.9% after Goldman Sachs upgrades the telecom equipment maker to buy from neutral and raises price targets.\n\nStocks making the biggest moves in the premarket: Nike, CarMax, Virgin Galactic & more\n1) Nike(NKE) – Nikereported quarterly earnings of 93 cents per share, well above the 51 cents a share consensus estimate. Revenue beat forecasts by a wide margin and exceeded $12 billion for the first time. Nike benefited from pent-up demand for its shoes and apparel, and saw a 73% jump in direct sales through its apps and websites. Nike shares soared 12.5% in the premarket.\n2) CarMax(KMX) – CarMax shares rallied 5.9% in premarket trading after the auto retailer reported better-than-expected sales and profit for its latest quarter. CarMax beat the consensus estimate by $1 a share, with quarterly profit of $2.63, helped by a pandemic-induced preference for cars over public transport.\n3) Virgin Galactic(SPCE) – Virgin shares surged 11.5% in the premarket after the Federal Aviation Administration granted approval for Virgin to fly paying customers into space. It’s the first such approval granted by the FAA, and follows a successful test flight by Virgin Galactic in May.\n4) FedEx(FDX) – FedEx beat estimates by 2 cents a share, with quarterly earnings of $5.01 per share. The delivery service’s revenue also topped forecasts. CEO Fred Smith said operations are being crimped by an inability to find enough workers, however, and the company will ramp up capital spending by 22% this year to deal with delivery delays. The stock slid 3.9% in premarket trading.\n5) Tesla(TSLA) – Japanese electronics giant Panasonic sold its entire stake in Tesla for about $3.6 billion during the most recent fiscal year, according to a Panasonic spokesperson. Panasonic was an early investor in Tesla, and is a major battery supplier for the automaker.\n6) Netflix(NFLX) – Netflix rose 1.3% in the premarket following an upgrade to “outperform” from “neutral” at Credit Suisse. The bank said it expects subscriber growth to normalize and that its recent consumer survey reinforced Netflix’s strong competitive position.\n7) BlackBerry(BB) – BlackBerry shares added 1.3% in premarket trading after it reported a smaller-than-expected loss for its latest quarter. The security and communications software maker also saw better-than-expected revenue, as a jump in electric vehicle sales boosted demand for BlackBerry’s QNX software.\n8) JPMorgan Chase(JPM),Wells Fargo(WFC),Bank of America(BAC),Citigroup(C) – Big bank stocks are on watch today after the Federal Reservegave passing marksto all 23 banks that were subjected to the latest round of stress tests. Following those results, the Fed said it would lift temporary restrictions on dividends and share buybacks.\n9) Twilio(TWLO),Asana(ASAN) – Twilio and Asana have agreed to list their shares on the Long-Term Stock Exchange, a Silicon Valley-based operation that is designed to focus on long-term investing. They will continue to list on the New York Stock Exchange as well. The two cloud software companies were early investors in the Long-Term Exchange. Asana jumped 3.3% in premarket trading.\n10) Credit Suisse(CS) – Credit Suisse is mulling various overhaul plans including a possible merger with rival European bankUBS(UBS), according to people familiar with the bank’s thinking who spoke to Reuters. Credit Suisse rose 1.2% in the premarket.\n11) Doximity(DOCS) – The social network for doctors saw its stock slide 3.9% in the premarket, after going public at $26 per share and closing its first day of trading at $53.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}