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2021-11-03

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-06-18

go Nasdaq. All time high

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2021-06-16

buy tesla

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2021-04-27

Go tesla

Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>

2021-04-24

Please split and make the price more affordable for everyone

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2021-04-13

Buy more tesla

Buy Tesla Because It Could Be the Next Apple. Here’s How.<blockquote>购买特斯拉，因为它可能是下一个苹果。方法如下。</blockquote>

2021-04-07

Tesla

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2021-04-06

It’s Tesla time

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2021-04-05

[得意]

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2021-04-03

Tesla go

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2021-03-31

EV

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2021-03-29

Tesla go

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>

2021-03-24

Tech stock will slowly rotating back

Why Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</blockquote>

2021-03-19

Oversold

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841247746","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168241571,"gmtCreate":1623977313793,"gmtModify":1634024941772,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"go Nasdaq. All time high","listText":"go Nasdaq. All time high","text":"go Nasdaq. All time high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168241571","repostId":"2144286417","repostType":4,"isVote":1,"tweetType":1,"viewCount":3257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160763617,"gmtCreate":1623806821039,"gmtModify":1634027870160,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"buy tesla","listText":"buy tesla","text":"buy tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160763617","repostId":"2143765560","repostType":4,"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374767441,"gmtCreate":1619481750083,"gmtModify":1634273127918,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Go tesla","listText":"Go tesla","text":"Go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374767441","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohunote.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元，每股收益为 93 美分，营收为 103.9 亿美元。</li><li>该公司在财报发布中表示，它已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克（Elon Musk）在财报看涨期权上表示，公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付，Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股 93 美分，预计每股 79 美分</li><li><b>收入：</b>103.9 亿美元，而预期为 102.9 亿美元，同比增长 74%</li></ul>按公认会计准则计算，季度净利润达到创纪录的 4.38 亿美元，该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至 3 月份，它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，马斯克表示，公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户，Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示，供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月（在 2020 年第四季度收益更新期间），马斯克曾表示 Model S Plaid 已经投入生产，将于 2021 年 2 月开始交付。但他在周一承认，在生产这些车辆的更新版本时，“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计 2021 年整体汽车交付量将增长 50% 以上，这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过 100%，但服务中心仅增长 28%，移动服务车队仅增长 22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，该公司已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的，即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的 FSD（全自动驾驶）团队正全力致力于发展基于视觉的自主系统，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比，特斯拉的能源发电和存储业务收入几乎翻了一番，当时马斯克表示，当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将太阳能屋顶的价格提高了 50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦）的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”，随着需求和极端天气事件的增加，帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合，以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说，该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠，无法在特斯拉汽车上运输。他说，特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它在比特币购买了15亿美元，未来可能会投资其他加密货币。到四月份，比特币升至创纪录水平，然后回落。特斯拉在现金流量表中透露，该公司在本季度出售了价值 2.72 亿美元的 “数字资产”，大概是比特币。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元，每股收益为 93 美分，营收为 103.9 亿美元。</li><li>该公司在财报发布中表示，它已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克（Elon Musk）在财报看涨期权上表示，公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付，Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股 93 美分，预计每股 79 美分</li><li><b>收入：</b>103.9 亿美元，而预期为 102.9 亿美元，同比增长 74%</li></ul>按公认会计准则计算，季度净利润达到创纪录的 4.38 亿美元，该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至 3 月份，它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，马斯克表示，公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户，Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示，供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月（在 2020 年第四季度收益更新期间），马斯克曾表示 Model S Plaid 已经投入生产，将于 2021 年 2 月开始交付。但他在周一承认，在生产这些车辆的更新版本时，“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计 2021 年整体汽车交付量将增长 50% 以上，这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过 100%，但服务中心仅增长 28%，移动服务车队仅增长 22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，该公司已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的，即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的 FSD（全自动驾驶）团队正全力致力于发展基于视觉的自主系统，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比，特斯拉的能源发电和存储业务收入几乎翻了一番，当时马斯克表示，当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将太阳能屋顶的价格提高了 50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦）的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”，随着需求和极端天气事件的增加，帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合，以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说，该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠，无法在特斯拉汽车上运输。他说，特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它在比特币购买了15亿美元，未来可能会投资其他加密货币。到四月份，比特币升至创纪录水平，然后回落。特斯拉在现金流量表中透露，该公司在本季度出售了价值 2.72 亿美元的 “数字资产”，大概是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372474500,"gmtCreate":1619238463400,"gmtModify":1634287510458,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Please split and make the price more affordable for everyone&nbsp;","listText":"Please split and make the price more affordable for everyone&nbsp;","text":"Please split and make the price more affordable for everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372474500","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345958125,"gmtCreate":1618274413467,"gmtModify":1634294038233,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Buy more tesla","listText":"Buy more tesla","text":"Buy more tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345958125","repostId":"1115379832","repostType":4,"repost":{"id":"1115379832","kind":"news","pubTimestamp":1618239034,"share":"https://www.laohunote.com/m/news/1115379832?lang=zh_CN&edition=full","pubTime":"2021-04-12 22:50","market":"us","language":"en","title":"Buy Tesla Because It Could Be the Next Apple. Here’s How.<blockquote>购买特斯拉，因为它可能是下一个苹果。方法如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115379832","media":"Barron's","summary":"Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the el","content":"<p>Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the electric-vehicle pioneer.</p><p><blockquote>周一，一位分析师再次给予特斯拉买入评级，该分析师认为这家电动汽车先驱具有类似苹果的潜力。</blockquote></p><p> Cannacord analyst Jonathan Dorsheimer upgraded Tesla (ticker: TSLA) shares to Buy and increased his price target from $419 to $1,071. That represents a 124% boost to his previous target price.</p><p><blockquote>Cannacord 分析师 Jonathan Dorsheimer 将特斯拉（股票代码：TSLA）股票评级上调至买入，并将目标价从 419 美元上调至 1,071 美元。这比他之前的目标价上涨了 124%。</blockquote></p><p> The upgrade sent Tesla stock up about 1.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures, for comparison, were both down about 0.1%.</p><p><blockquote>此次升级导致特斯拉股价在盘前交易中上涨约 1.5%。相比之下，标普500和道琼斯工业平均指数期货均下跌约 0.1%。</blockquote></p><p> Dorsheimer’s case is built around all of the different businesses Tesla is now involved in. He believes the auto maker is similar to a platform company like Apple (AAPL). Apple sells hardware such as phones and computers. It also offers music, entertainment, cloud, and other services on a subscription basis. Tesla, for its part, sells more expensive hardware–namely vehicles–and sells solar roofs and battery storage. It sells software and services such as self-driving upgrades for its vehicles and electricity via its nationwide charging network, too.</p><p><blockquote>多尔斯海默的案件是围绕特斯拉目前参与的所有不同业务展开的。他认为这家汽车制造商类似于苹果（AAPL）这样的平台公司。苹果销售手机和电脑等硬件。它还在订阅的基础上提供音乐、娱乐、云和其他服务。特斯拉则销售更昂贵的硬件——即车辆——并销售太阳能屋顶和电池存储。它还通过其全国充电网络销售软件和服务，例如车辆自动驾驶升级和电力。</blockquote></p><p> Many analysts have focused on the potential of Tesla’s self-driving software and its future robotaxi service. Dorsheimer, however, believes energy storage is a large opportunity as well. He projects $8 billion in energy storage sales by 2025.</p><p><blockquote>许多分析师都将注意力集中在特斯拉自动驾驶软件及其未来机器人出租车服务的潜力上。然而，多尔斯海默认为储能也是一个巨大的机会。他预计到 2025 年储能销售额将达到 80 亿美元。</blockquote></p><p> After Dorsheimer’s upgrade, about 43% of analysts who cover Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Still, 43% is high for Tesla shares. The Buy-rating ratio for Tesla shares was roughly 20% one year ago.</p><p><blockquote>在多尔斯海默上调评级后，约 43% 的特斯拉股票分析师给予买入评级。道琼斯指数股票的平均买入评级比率约为60%。尽管如此，43% 的特斯拉股价仍然很高。一年前，特斯拉股票的买入评级比例约为 20%。</blockquote></p><p> Dorsheimer’s $1,000-plus target is the seventh four-digit price target from the Street. The average analyst price target is at about $660 a share, just below where Tesla stock trades now.</p><p><blockquote>Dorsheimer 的 1000 美元以上目标价是华尔街第七个四位数目标价。分析师的平均目标价约为每股 660 美元，略低于特斯拉股票目前的交易价格。</blockquote></p><p> A $1,000 price target values Tesla at roughly $1.2 trillion based on shares outstanding as well as things such as management stock options that are likely to become stock in coming years.</p><p><blockquote>根据已发行股票以及未来几年可能成为股票的管理层股票期权等因素，特斯拉 1,000 美元的目标价估值约为 1.2 万亿美元。</blockquote></p><p> Tesla stock has stalled out in recent weeks. Shares are down about 4% year to date after an epic 743% rise in 2020. Analysts and investors will be looking toward first-quarter earnings, due out April 26, to get a sense of where the stock will head for the remainder of 2021.</p><p><blockquote>特斯拉股票最近几周陷入停滞。继 2020 年史诗般的上涨 743% 之后，今年迄今已下跌约 4%。分析师和投资者将关注定于 4 月 26 日发布的第一季度收益，以了解该股在 2021 年剩余时间内的走势。</blockquote></p><p> For the first quarter, analysts project 76 cents in per-share earnings. Tesla earned 80 cents a share in the fourth quarter. The fourth-quarter number was short of analyst projections, but Tesla delivered more vehicles in the first quarter of 2021 than it did in the final quarter of 2020, making the first-quarter earnings estimate look reachable.</p><p><blockquote>分析师预计第一季度每股收益为 76 美分。特斯拉第四季度每股收益 80 美分。第四季度的数据低于分析师的预测，但特斯拉在 2021 年第一季度交付的车辆数量超过了 2020 年最后一个季度，这使得第一季度的盈利预期看起来可以实现。</blockquote></p><p></p>","source":"lsy1610680873436","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>Buy Tesla Because It Could Be the Next Apple. Here’s How.<blockquote>购买特斯拉，因为它可能是下一个苹果。方法如下。</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\">\nBuy Tesla Because It Could Be the Next Apple. Here’s How.<blockquote>购买特斯拉，因为它可能是下一个苹果。方法如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-04-12 22:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the electric-vehicle pioneer.</p><p><blockquote>周一，一位分析师再次给予特斯拉买入评级，该分析师认为这家电动汽车先驱具有类似苹果的潜力。</blockquote></p><p> Cannacord analyst Jonathan Dorsheimer upgraded Tesla (ticker: TSLA) shares to Buy and increased his price target from $419 to $1,071. That represents a 124% boost to his previous target price.</p><p><blockquote>Cannacord 分析师 Jonathan Dorsheimer 将特斯拉（股票代码：TSLA）股票评级上调至买入，并将目标价从 419 美元上调至 1,071 美元。这比他之前的目标价上涨了 124%。</blockquote></p><p> The upgrade sent Tesla stock up about 1.5% in premarket trading. S&amp;P 500 and Dow Jones Industrial Average futures, for comparison, were both down about 0.1%.</p><p><blockquote>此次升级导致特斯拉股价在盘前交易中上涨约 1.5%。相比之下，标普500和道琼斯工业平均指数期货均下跌约 0.1%。</blockquote></p><p> Dorsheimer’s case is built around all of the different businesses Tesla is now involved in. He believes the auto maker is similar to a platform company like Apple (AAPL). Apple sells hardware such as phones and computers. It also offers music, entertainment, cloud, and other services on a subscription basis. Tesla, for its part, sells more expensive hardware–namely vehicles–and sells solar roofs and battery storage. It sells software and services such as self-driving upgrades for its vehicles and electricity via its nationwide charging network, too.</p><p><blockquote>多尔斯海默的案件是围绕特斯拉目前参与的所有不同业务展开的。他认为这家汽车制造商类似于苹果（AAPL）这样的平台公司。苹果销售手机和电脑等硬件。它还在订阅的基础上提供音乐、娱乐、云和其他服务。特斯拉则销售更昂贵的硬件——即车辆——并销售太阳能屋顶和电池存储。它还通过其全国充电网络销售软件和服务，例如车辆自动驾驶升级和电力。</blockquote></p><p> Many analysts have focused on the potential of Tesla’s self-driving software and its future robotaxi service. Dorsheimer, however, believes energy storage is a large opportunity as well. He projects $8 billion in energy storage sales by 2025.</p><p><blockquote>许多分析师都将注意力集中在特斯拉自动驾驶软件及其未来机器人出租车服务的潜力上。然而，多尔斯海默认为储能也是一个巨大的机会。他预计到 2025 年储能销售额将达到 80 亿美元。</blockquote></p><p> After Dorsheimer’s upgrade, about 43% of analysts who cover Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Still, 43% is high for Tesla shares. The Buy-rating ratio for Tesla shares was roughly 20% one year ago.</p><p><blockquote>在多尔斯海默上调评级后，约 43% 的特斯拉股票分析师给予买入评级。道琼斯指数股票的平均买入评级比率约为60%。尽管如此，43% 的特斯拉股价仍然很高。一年前，特斯拉股票的买入评级比例约为 20%。</blockquote></p><p> Dorsheimer’s $1,000-plus target is the seventh four-digit price target from the Street. The average analyst price target is at about $660 a share, just below where Tesla stock trades now.</p><p><blockquote>Dorsheimer 的 1000 美元以上目标价是华尔街第七个四位数目标价。分析师的平均目标价约为每股 660 美元，略低于特斯拉股票目前的交易价格。</blockquote></p><p> A $1,000 price target values Tesla at roughly $1.2 trillion based on shares outstanding as well as things such as management stock options that are likely to become stock in coming years.</p><p><blockquote>根据已发行股票以及未来几年可能成为股票的管理层股票期权等因素，特斯拉 1,000 美元的目标价估值约为 1.2 万亿美元。</blockquote></p><p> Tesla stock has stalled out in recent weeks. Shares are down about 4% year to date after an epic 743% rise in 2020. Analysts and investors will be looking toward first-quarter earnings, due out April 26, to get a sense of where the stock will head for the remainder of 2021.</p><p><blockquote>特斯拉股票最近几周陷入停滞。继 2020 年史诗般的上涨 743% 之后，今年迄今已下跌约 4%。分析师和投资者将关注定于 4 月 26 日发布的第一季度收益，以了解该股在 2021 年剩余时间内的走势。</blockquote></p><p> For the first quarter, analysts project 76 cents in per-share earnings. Tesla earned 80 cents a share in the fourth quarter. The fourth-quarter number was short of analyst projections, but Tesla delivered more vehicles in the first quarter of 2021 than it did in the final quarter of 2020, making the first-quarter earnings estimate look reachable.</p><p><blockquote>分析师预计第一季度每股收益为 76 美分。特斯拉第四季度每股收益 80 美分。第四季度的数据低于分析师的预测，但特斯拉在 2021 年第一季度交付的车辆数量超过了 2020 年最后一个季度，这使得第一季度的盈利预期看起来可以实现。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-tesla-because-it-could-be-the-next-apple-heres-how-51618232801?mod=hp_LATEST\">Barron's</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.barrons.com/articles/buy-tesla-because-it-could-be-the-next-apple-heres-how-51618232801?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115379832","content_text":"Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the electric-vehicle pioneer.\nCannacord analyst Jonathan Dorsheimer upgraded Tesla (ticker: TSLA) shares to Buy and increased his price target from $419 to $1,071. That represents a 124% boost to his previous target price.\nThe upgrade sent Tesla stock up about 1.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures, for comparison, were both down about 0.1%.\nDorsheimer’s case is built around all of the different businesses Tesla is now involved in. He believes the auto maker is similar to a platform company like Apple (AAPL). Apple sells hardware such as phones and computers. It also offers music, entertainment, cloud, and other services on a subscription basis. Tesla, for its part, sells more expensive hardware–namely vehicles–and sells solar roofs and battery storage. It sells software and services such as self-driving upgrades for its vehicles and electricity via its nationwide charging network, too.\nMany analysts have focused on the potential of Tesla’s self-driving software and its future robotaxi service. Dorsheimer, however, believes energy storage is a large opportunity as well. He projects $8 billion in energy storage sales by 2025.\nAfter Dorsheimer’s upgrade, about 43% of analysts who cover Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Still, 43% is high for Tesla shares. The Buy-rating ratio for Tesla shares was roughly 20% one year ago.\nDorsheimer’s $1,000-plus target is the seventh four-digit price target from the Street. The average analyst price target is at about $660 a share, just below where Tesla stock trades now.\nA $1,000 price target values Tesla at roughly $1.2 trillion based on shares outstanding as well as things such as management stock options that are likely to become stock in coming years.\nTesla stock has stalled out in recent weeks. Shares are down about 4% year to date after an epic 743% rise in 2020. Analysts and investors will be looking toward first-quarter earnings, due out April 26, to get a sense of where the stock will head for the remainder of 2021.\nFor the first quarter, analysts project 76 cents in per-share earnings. Tesla earned 80 cents a share in the fourth quarter. The fourth-quarter number was short of analyst projections, but Tesla delivered more vehicles in the first quarter of 2021 than it did in the final quarter of 2020, making the first-quarter earnings estimate look reachable.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343713690,"gmtCreate":1617754976710,"gmtModify":1634296740875,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343713690","repostId":"2125902437","repostType":4,"isVote":1,"tweetType":1,"viewCount":3076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343077753,"gmtCreate":1617667296672,"gmtModify":1634297267042,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"It’s Tesla time&nbsp;","listText":"It’s Tesla time&nbsp;","text":"It’s Tesla time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343077753","repostId":"1123709980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349815239,"gmtCreate":1617588070321,"gmtModify":1634520426902,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349815239","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340546938,"gmtCreate":1617440026824,"gmtModify":1634520944452,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tesla go&nbsp;","listText":"Tesla go&nbsp;","text":"Tesla go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340546938","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":3738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354135623,"gmtCreate":1617150472362,"gmtModify":1634522420844,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"EV","listText":"EV","text":"EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354135623","repostId":"2123881243","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352213296,"gmtCreate":1616977900915,"gmtModify":1634523373710,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tesla go&nbsp;","listText":"Tesla go&nbsp;","text":"Tesla go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352213296","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohunote.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</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 Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351085735,"gmtCreate":1616546261327,"gmtModify":1634525287952,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tech stock will slowly rotating back&nbsp;","listText":"Tech stock will slowly rotating back&nbsp;","text":"Tech stock will slowly rotating back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351085735","repostId":"1122990114","repostType":4,"repost":{"id":"1122990114","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616508493,"share":"https://www.laohunote.com/m/news/1122990114?lang=zh_CN&edition=full","pubTime":"2021-03-23 22:08","market":"us","language":"en","title":"Why Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122990114","media":"Benzinga Earnings","summary":"According to the investment banking giant, the current stock market valuations are substantially cor","content":"<p><img src=\"https://static.tigerbbs.com/e2c2061bf3e550d9b1fce50ea579fc04\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> <i>According to the investment banking giant, the current stock market valuations are substantially correct.</i></p><p><blockquote><i>这家投资银行巨头表示，当前股市估值基本正确。</i></blockquote></p><p> With many stock markets reaching new highs, record issuances and a large number of deals in a row, fears that the markets may develop financial bubbles are also mounting. To help investors understand and avoid risks, Goldman Sachs&nbsp;has published a Global Strategy Paper which examines their characteristics and dangers, drawing the conclusion that current markets only present a few of the recurring features associated with bubbles. For example, there is no doubt that exceptionally-low interest rates can induce excessive risk-taking, but private sector finances are robust, thus reducing the chances of systemic risk in the absence of significant financial leverage, with the exception of government debts.</p><p><blockquote>随着许多股市创下新高、创纪录的发行量和连续大量交易，对市场可能出现金融泡沫的担忧也在加剧。为了帮助投资者了解和规避风险，高盛发布了一份全球战略文件，研究了它们的特征和危险，得出的结论是，当前市场仅呈现出与泡沫相关的少数反复出现的特征。例如，毫无疑问，异常低利率会诱发过度冒险，但私营部门的财务状况稳健，因此在没有重大财务杠杆的情况下，降低了系统性风险的可能性，政府债务除外。</blockquote></p><p> <b>Neither Bubbles Nor Bear Market In Sight:</b>&nbsp;According to Goldman Sachs, the initial phase of a recovery business cycle also suggests that the risk of impending bubbles, with their associated systemic risk, is relatively low. The investment company brings the example of&nbsp;<b>Amazon.com Inc.</b>&nbsp;and&nbsp;<b>Apple Inc.</b>&nbsp;stocks which, unlike in 2000, are not to be considered in bubble territory, since their respective fundamentals justify such high prices. The final verdict of the long and detailed analysis proposed by Goldman Sachs' \"guide to bubbles\" is that there are signs of complacency and high optimism in the market, but the key factors driving it and the cycle of economic recovery being just at the beginning seem to suggest that we are far from the explosion of a bubble. Moreover, as it can be evinced by the table below created by Goldman Sachs itself, bear market seems to be still in hibernation.</p><p><blockquote><b>泡沫和熊市都看不到：</b>高盛表示，复苏商业周期的初始阶段也表明，即将出现泡沫的风险及其相关的系统性风险相对较低。投资公司举了一个例子<b>亚马逊公司。</b>和<b>苹果公司。</b>与 2000 年不同的是，这些股票不应被视为泡沫区域，因为它们各自的基本面证明了如此高的价格是合理的。高盛《泡沫指南》提出的冗长而详尽的分析最终结论是，市场出现了自满和高度乐观的迹象，但驱动它的关键因素以及经济复苏周期才刚刚开始，似乎表明我们离泡沫破灭还很远。此外，正如高盛自己制作的下表所示，熊市似乎仍处于冬眠状态。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082fcbe3c0c000ea7aa6a5e22064dfc0\" tg-width=\"1002\" tg-height=\"258\"><span>Bubble characteristics and related risks</span></p><p><blockquote><p class=\"t-img-caption\"><span>泡沫特征及相关风险</span></p></blockquote></p><p> <b>Absence Of Any Significant Leverage</b>: Although Goldman admits the presence of pockets of&nbsp;overvaluations on the stock market, with some parts of it making adjustments consistent with the evolution of interest rates, there are no recurring features of bubbles, not even partial ones. Goldman particularly emphasizes the absence of any significant leverage - the only exception being the public sector, for it judges that the financial system stability risks are relatively low.</p><p><blockquote><b>无任何重大杠杆</b>：尽管高盛承认股票市场存在一些高估，并且其某些部分会根据利率的演变进行调整，但泡沫并没有反复出现，甚至是局部泡沫。高盛特别强调不存在任何重大杠杆——唯一的例外是公共部门，因为它判断金融体系稳定风险相对较低。</blockquote></p><p> <b>High Prices May Be Justified:</b>Goldman's paper quotes Charles Mackay, who observed - already in 1841 - how human beings often \"think\" like a flock, but then do not necessarily behave as such when they finally menage to slowly grasp the meaning of things. Concerning the recent alarm triggered, by the Chinese regulator Guo Shuging, about bubbles swelling in the US and Europe, the analysis states that excessive prices of a single stock or applied to a limited part of the market do not necessarily indicate a systemic risk. Besides, not every swift price rise is related to a bubble, since it sometimes only signals a strong, genuine increase in value, justified by fundamentals.</p><p><blockquote><b>高价格可能是合理的：</b>高盛的论文引用了查尔斯·麦凯的话，他早在1841年就观察到，人类经常像一群人一样“思考”，但当他们最终设法慢慢理解事物的意义时，却不一定会这样做。针对中国监管机构郭树清最近对美国和欧洲泡沫膨胀发出的警报，分析指出，单只股票的过高价格或适用于市场有限部分的价格并不一定表明存在系统性风险。此外，并非每次价格快速上涨都与泡沫有关，因为它有时只是表明价值强劲、真正的增长，而基本面是合理的。</blockquote></p><p> <b>Psychological Contagion:</b>&nbsp;Psychology is a chief factor, as Robert Shiller pointed out in his book \"Irrational Exuberance\", published in 2000 and inspired by a famous quote from the then-Fed Chairman Alan Greenspan, who defined a bubble as the situation in which the news of rising prices provokes a contagion effect that spreads among investors, triggering a mechanism of envy for the success of others.</p><p><blockquote><b>心理传染：</b>正如罗伯特·席勒在他2000年出版的《非理性繁荣》一书中指出的那样，心理是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘的一句名言，他将泡沫定义为价格上涨的消息引发传染效应，在投资者中传播，引发对他人成功的嫉妒机制。</blockquote></p><p> <b>A Handful Of Recurring Ingredients:</b>&nbsp;This sort of contagion has occurred several times over the centuries in human history - from the&nbsp;Dutch tulips of the 1600s&nbsp;to the bubbles of the South Seas and the Mississippi in Great Britain and France in the 1700s, not to mention the more recent Internet and subprime mortgage bubble, and passing through the \"railway\" bubble of last century in the United States. According to Goldman, the ultimate ingredients are few and never change: prices unanchored from reality, a justifying attitude, market concentration, widespread speculation, excess of leverage, the narration of being on the threshold of a new era and an end-of-cycle economic boom, all seasoned with scandals and behavior irregularities.</p><p><blockquote><b>一些反复出现的成分：</b>这种传染在人类历史上已经发生过几次——从17世纪荷兰的郁金香，到18世纪英法的南海和密西西比河泡沫，更不用说最近的互联网和次级抵押贷款泡沫，再到上世纪美国的“铁路”泡沫。根据高盛的说法，最终的因素很少，而且永远不会改变：脱离现实的价格、合理的态度、市场集中度、普遍的投机、过度杠杆、处于新时代门槛的叙述和周期结束的经济繁荣，所有这些都充斥着丑闻和行为违规。</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 Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</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 Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-03-23 22:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/e2c2061bf3e550d9b1fce50ea579fc04\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> <i>According to the investment banking giant, the current stock market valuations are substantially correct.</i></p><p><blockquote><i>这家投资银行巨头表示，当前股市估值基本正确。</i></blockquote></p><p> With many stock markets reaching new highs, record issuances and a large number of deals in a row, fears that the markets may develop financial bubbles are also mounting. To help investors understand and avoid risks, Goldman Sachs&nbsp;has published a Global Strategy Paper which examines their characteristics and dangers, drawing the conclusion that current markets only present a few of the recurring features associated with bubbles. For example, there is no doubt that exceptionally-low interest rates can induce excessive risk-taking, but private sector finances are robust, thus reducing the chances of systemic risk in the absence of significant financial leverage, with the exception of government debts.</p><p><blockquote>随着许多股市创下新高、创纪录的发行量和连续大量交易，对市场可能出现金融泡沫的担忧也在加剧。为了帮助投资者了解和规避风险，高盛发布了一份全球战略文件，研究了它们的特征和危险，得出的结论是，当前市场仅呈现出与泡沫相关的少数反复出现的特征。例如，毫无疑问，异常低利率会诱发过度冒险，但私营部门的财务状况稳健，因此在没有重大财务杠杆的情况下，降低了系统性风险的可能性，政府债务除外。</blockquote></p><p> <b>Neither Bubbles Nor Bear Market In Sight:</b>&nbsp;According to Goldman Sachs, the initial phase of a recovery business cycle also suggests that the risk of impending bubbles, with their associated systemic risk, is relatively low. The investment company brings the example of&nbsp;<b>Amazon.com Inc.</b>&nbsp;and&nbsp;<b>Apple Inc.</b>&nbsp;stocks which, unlike in 2000, are not to be considered in bubble territory, since their respective fundamentals justify such high prices. The final verdict of the long and detailed analysis proposed by Goldman Sachs' \"guide to bubbles\" is that there are signs of complacency and high optimism in the market, but the key factors driving it and the cycle of economic recovery being just at the beginning seem to suggest that we are far from the explosion of a bubble. Moreover, as it can be evinced by the table below created by Goldman Sachs itself, bear market seems to be still in hibernation.</p><p><blockquote><b>泡沫和熊市都看不到：</b>高盛表示，复苏商业周期的初始阶段也表明，即将出现泡沫的风险及其相关的系统性风险相对较低。投资公司举了一个例子<b>亚马逊公司。</b>和<b>苹果公司。</b>与 2000 年不同的是，这些股票不应被视为泡沫区域，因为它们各自的基本面证明了如此高的价格是合理的。高盛《泡沫指南》提出的冗长而详尽的分析最终结论是，市场出现了自满和高度乐观的迹象，但驱动它的关键因素以及经济复苏周期才刚刚开始，似乎表明我们离泡沫破灭还很远。此外，正如高盛自己制作的下表所示，熊市似乎仍处于冬眠状态。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082fcbe3c0c000ea7aa6a5e22064dfc0\" tg-width=\"1002\" tg-height=\"258\"><span>Bubble characteristics and related risks</span></p><p><blockquote><p class=\"t-img-caption\"><span>泡沫特征及相关风险</span></p></blockquote></p><p> <b>Absence Of Any Significant Leverage</b>: Although Goldman admits the presence of pockets of&nbsp;overvaluations on the stock market, with some parts of it making adjustments consistent with the evolution of interest rates, there are no recurring features of bubbles, not even partial ones. Goldman particularly emphasizes the absence of any significant leverage - the only exception being the public sector, for it judges that the financial system stability risks are relatively low.</p><p><blockquote><b>无任何重大杠杆</b>：尽管高盛承认股票市场存在一些高估，并且其某些部分会根据利率的演变进行调整，但泡沫并没有反复出现，甚至是局部泡沫。高盛特别强调不存在任何重大杠杆——唯一的例外是公共部门，因为它判断金融体系稳定风险相对较低。</blockquote></p><p> <b>High Prices May Be Justified:</b>Goldman's paper quotes Charles Mackay, who observed - already in 1841 - how human beings often \"think\" like a flock, but then do not necessarily behave as such when they finally menage to slowly grasp the meaning of things. Concerning the recent alarm triggered, by the Chinese regulator Guo Shuging, about bubbles swelling in the US and Europe, the analysis states that excessive prices of a single stock or applied to a limited part of the market do not necessarily indicate a systemic risk. Besides, not every swift price rise is related to a bubble, since it sometimes only signals a strong, genuine increase in value, justified by fundamentals.</p><p><blockquote><b>高价格可能是合理的：</b>高盛的论文引用了查尔斯·麦凯的话，他早在1841年就观察到，人类经常像一群人一样“思考”，但当他们最终设法慢慢理解事物的意义时，却不一定会这样做。针对中国监管机构郭树清最近对美国和欧洲泡沫膨胀发出的警报，分析指出，单只股票的过高价格或适用于市场有限部分的价格并不一定表明存在系统性风险。此外，并非每次价格快速上涨都与泡沫有关，因为它有时只是表明价值强劲、真正的增长，而基本面是合理的。</blockquote></p><p> <b>Psychological Contagion:</b>&nbsp;Psychology is a chief factor, as Robert Shiller pointed out in his book \"Irrational Exuberance\", published in 2000 and inspired by a famous quote from the then-Fed Chairman Alan Greenspan, who defined a bubble as the situation in which the news of rising prices provokes a contagion effect that spreads among investors, triggering a mechanism of envy for the success of others.</p><p><blockquote><b>心理传染：</b>正如罗伯特·席勒在他2000年出版的《非理性繁荣》一书中指出的那样，心理是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘的一句名言，他将泡沫定义为价格上涨的消息引发传染效应，在投资者中传播，引发对他人成功的嫉妒机制。</blockquote></p><p> <b>A Handful Of Recurring Ingredients:</b>&nbsp;This sort of contagion has occurred several times over the centuries in human history - from the&nbsp;Dutch tulips of the 1600s&nbsp;to the bubbles of the South Seas and the Mississippi in Great Britain and France in the 1700s, not to mention the more recent Internet and subprime mortgage bubble, and passing through the \"railway\" bubble of last century in the United States. According to Goldman, the ultimate ingredients are few and never change: prices unanchored from reality, a justifying attitude, market concentration, widespread speculation, excess of leverage, the narration of being on the threshold of a new era and an end-of-cycle economic boom, all seasoned with scandals and behavior irregularities.</p><p><blockquote><b>一些反复出现的成分：</b>这种传染在人类历史上已经发生过几次——从17世纪荷兰的郁金香，到18世纪英法的南海和密西西比河泡沫，更不用说最近的互联网和次级抵押贷款泡沫，再到上世纪美国的“铁路”泡沫。根据高盛的说法，最终的因素很少，而且永远不会改变：脱离现实的价格、合理的态度、市场集中度、普遍的投机、过度杠杆、处于新时代门槛的叙述和周期结束的经济繁荣，所有这些都充斥着丑闻和行为违规。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","AAPL":"苹果",".SPX":"S&P 500 Index","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122990114","content_text":"According to the investment banking giant, the current stock market valuations are substantially correct.\nWith many stock markets reaching new highs, record issuances and a large number of deals in a row, fears that the markets may develop financial bubbles are also mounting. To help investors understand and avoid risks, Goldman Sachs has published a Global Strategy Paper which examines their characteristics and dangers, drawing the conclusion that current markets only present a few of the recurring features associated with bubbles. For example, there is no doubt that exceptionally-low interest rates can induce excessive risk-taking, but private sector finances are robust, thus reducing the chances of systemic risk in the absence of significant financial leverage, with the exception of government debts.\nNeither Bubbles Nor Bear Market In Sight: According to Goldman Sachs, the initial phase of a recovery business cycle also suggests that the risk of impending bubbles, with their associated systemic risk, is relatively low. The investment company brings the example of Amazon.com Inc. and Apple Inc. stocks which, unlike in 2000, are not to be considered in bubble territory, since their respective fundamentals justify such high prices. The final verdict of the long and detailed analysis proposed by Goldman Sachs' \"guide to bubbles\" is that there are signs of complacency and high optimism in the market, but the key factors driving it and the cycle of economic recovery being just at the beginning seem to suggest that we are far from the explosion of a bubble. Moreover, as it can be evinced by the table below created by Goldman Sachs itself, bear market seems to be still in hibernation.\nBubble characteristics and related risks\nAbsence Of Any Significant Leverage: Although Goldman admits the presence of pockets of overvaluations on the stock market, with some parts of it making adjustments consistent with the evolution of interest rates, there are no recurring features of bubbles, not even partial ones. Goldman particularly emphasizes the absence of any significant leverage - the only exception being the public sector, for it judges that the financial system stability risks are relatively low.\nHigh Prices May Be Justified:Goldman's paper quotes Charles Mackay, who observed - already in 1841 - how human beings often \"think\" like a flock, but then do not necessarily behave as such when they finally menage to slowly grasp the meaning of things. Concerning the recent alarm triggered, by the Chinese regulator Guo Shuging, about bubbles swelling in the US and Europe, the analysis states that excessive prices of a single stock or applied to a limited part of the market do not necessarily indicate a systemic risk. Besides, not every swift price rise is related to a bubble, since it sometimes only signals a strong, genuine increase in value, justified by fundamentals.\nPsychological Contagion: Psychology is a chief factor, as Robert Shiller pointed out in his book \"Irrational Exuberance\", published in 2000 and inspired by a famous quote from the then-Fed Chairman Alan Greenspan, who defined a bubble as the situation in which the news of rising prices provokes a contagion effect that spreads among investors, triggering a mechanism of envy for the success of others.\nA Handful Of Recurring Ingredients: This sort of contagion has occurred several times over the centuries in human history - from the Dutch tulips of the 1600s to the bubbles of the South Seas and the Mississippi in Great Britain and France in the 1700s, not to mention the more recent Internet and subprime mortgage bubble, and passing through the \"railway\" bubble of last century in the United States. According to Goldman, the ultimate ingredients are few and never change: prices unanchored from reality, a justifying attitude, market concentration, widespread speculation, excess of leverage, the narration of being on the threshold of a new era and an end-of-cycle economic boom, all seasoned with scandals and behavior irregularities.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"AMZN":0.9,".SPX":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327545184,"gmtCreate":1616113159448,"gmtModify":1634527195514,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555218008329265","authorIdStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Oversold&nbsp;","listText":"Oversold&nbsp;","text":"Oversold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327545184","repostId":"1103812798","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":343077753,"gmtCreate":1617667296672,"gmtModify":1634297267042,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"It’s Tesla time&nbsp;","listText":"It’s Tesla time&nbsp;","text":"It’s Tesla time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/343077753","repostId":"1123709980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349815239,"gmtCreate":1617588070321,"gmtModify":1634520426902,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349815239","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340546938,"gmtCreate":1617440026824,"gmtModify":1634520944452,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tesla go&nbsp;","listText":"Tesla go&nbsp;","text":"Tesla go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340546938","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":3738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374767441,"gmtCreate":1619481750083,"gmtModify":1634273127918,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Go tesla","listText":"Go tesla","text":"Go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374767441","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohunote.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元，每股收益为 93 美分，营收为 103.9 亿美元。</li><li>该公司在财报发布中表示，它已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克（Elon Musk）在财报看涨期权上表示，公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付，Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股 93 美分，预计每股 79 美分</li><li><b>收入：</b>103.9 亿美元，而预期为 102.9 亿美元，同比增长 74%</li></ul>按公认会计准则计算，季度净利润达到创纪录的 4.38 亿美元，该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至 3 月份，它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，马斯克表示，公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户，Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示，供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月（在 2020 年第四季度收益更新期间），马斯克曾表示 Model S Plaid 已经投入生产，将于 2021 年 2 月开始交付。但他在周一承认，在生产这些车辆的更新版本时，“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计 2021 年整体汽车交付量将增长 50% 以上，这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过 100%，但服务中心仅增长 28%，移动服务车队仅增长 22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，该公司已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的，即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的 FSD（全自动驾驶）团队正全力致力于发展基于视觉的自主系统，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比，特斯拉的能源发电和存储业务收入几乎翻了一番，当时马斯克表示，当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将太阳能屋顶的价格提高了 50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦）的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”，随着需求和极端天气事件的增加，帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合，以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说，该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠，无法在特斯拉汽车上运输。他说，特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它在比特币购买了15亿美元，未来可能会投资其他加密货币。到四月份，比特币升至创纪录水平，然后回落。特斯拉在现金流量表中透露，该公司在本季度出售了价值 2.72 亿美元的 “数字资产”，大概是比特币。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元，每股收益为 93 美分，营收为 103.9 亿美元。</li><li>该公司在财报发布中表示，它已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克（Elon Musk）在财报看涨期权上表示，公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付，Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股 93 美分，预计每股 79 美分</li><li><b>收入：</b>103.9 亿美元，而预期为 102.9 亿美元，同比增长 74%</li></ul>按公认会计准则计算，季度净利润达到创纪录的 4.38 亿美元，该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至 3 月份，它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，马斯克表示，公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户，Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示，供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月（在 2020 年第四季度收益更新期间），马斯克曾表示 Model S Plaid 已经投入生产，将于 2021 年 2 月开始交付。但他在周一承认，在生产这些车辆的更新版本时，“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计 2021 年整体汽车交付量将增长 50% 以上，这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过 100%，但服务中心仅增长 28%，移动服务车队仅增长 22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，该公司已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的，即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的 FSD（全自动驾驶）团队正全力致力于发展基于视觉的自主系统，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比，特斯拉的能源发电和存储业务收入几乎翻了一番，当时马斯克表示，当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将太阳能屋顶的价格提高了 50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦）的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”，随着需求和极端天气事件的增加，帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合，以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说，该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠，无法在特斯拉汽车上运输。他说，特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它在比特币购买了15亿美元，未来可能会投资其他加密货币。到四月份，比特币升至创纪录水平，然后回落。特斯拉在现金流量表中透露，该公司在本季度出售了价值 2.72 亿美元的 “数字资产”，大概是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343713690,"gmtCreate":1617754976710,"gmtModify":1634296740875,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343713690","repostId":"2125902437","repostType":4,"isVote":1,"tweetType":1,"viewCount":3076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352213296,"gmtCreate":1616977900915,"gmtModify":1634523373710,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tesla go&nbsp;","listText":"Tesla go&nbsp;","text":"Tesla go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352213296","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohunote.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</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 Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327545184,"gmtCreate":1616113159448,"gmtModify":1634527195514,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Oversold&nbsp;","listText":"Oversold&nbsp;","text":"Oversold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327545184","repostId":"1103812798","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351085735,"gmtCreate":1616546261327,"gmtModify":1634525287952,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"Tech stock will slowly rotating back&nbsp;","listText":"Tech stock will slowly rotating back&nbsp;","text":"Tech stock will slowly rotating back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351085735","repostId":"1122990114","repostType":4,"repost":{"id":"1122990114","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616508493,"share":"https://www.laohunote.com/m/news/1122990114?lang=zh_CN&edition=full","pubTime":"2021-03-23 22:08","market":"us","language":"en","title":"Why Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122990114","media":"Benzinga Earnings","summary":"According to the investment banking giant, the current stock market valuations are substantially cor","content":"<p><img src=\"https://static.tigerbbs.com/e2c2061bf3e550d9b1fce50ea579fc04\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> <i>According to the investment banking giant, the current stock market valuations are substantially correct.</i></p><p><blockquote><i>这家投资银行巨头表示，当前股市估值基本正确。</i></blockquote></p><p> With many stock markets reaching new highs, record issuances and a large number of deals in a row, fears that the markets may develop financial bubbles are also mounting. To help investors understand and avoid risks, Goldman Sachs&nbsp;has published a Global Strategy Paper which examines their characteristics and dangers, drawing the conclusion that current markets only present a few of the recurring features associated with bubbles. For example, there is no doubt that exceptionally-low interest rates can induce excessive risk-taking, but private sector finances are robust, thus reducing the chances of systemic risk in the absence of significant financial leverage, with the exception of government debts.</p><p><blockquote>随着许多股市创下新高、创纪录的发行量和连续大量交易，对市场可能出现金融泡沫的担忧也在加剧。为了帮助投资者了解和规避风险，高盛发布了一份全球战略文件，研究了它们的特征和危险，得出的结论是，当前市场仅呈现出与泡沫相关的少数反复出现的特征。例如，毫无疑问，异常低利率会诱发过度冒险，但私营部门的财务状况稳健，因此在没有重大财务杠杆的情况下，降低了系统性风险的可能性，政府债务除外。</blockquote></p><p> <b>Neither Bubbles Nor Bear Market In Sight:</b>&nbsp;According to Goldman Sachs, the initial phase of a recovery business cycle also suggests that the risk of impending bubbles, with their associated systemic risk, is relatively low. The investment company brings the example of&nbsp;<b>Amazon.com Inc.</b>&nbsp;and&nbsp;<b>Apple Inc.</b>&nbsp;stocks which, unlike in 2000, are not to be considered in bubble territory, since their respective fundamentals justify such high prices. The final verdict of the long and detailed analysis proposed by Goldman Sachs' \"guide to bubbles\" is that there are signs of complacency and high optimism in the market, but the key factors driving it and the cycle of economic recovery being just at the beginning seem to suggest that we are far from the explosion of a bubble. Moreover, as it can be evinced by the table below created by Goldman Sachs itself, bear market seems to be still in hibernation.</p><p><blockquote><b>泡沫和熊市都看不到：</b>高盛表示，复苏商业周期的初始阶段也表明，即将出现泡沫的风险及其相关的系统性风险相对较低。投资公司举了一个例子<b>亚马逊公司。</b>和<b>苹果公司。</b>与 2000 年不同的是，这些股票不应被视为泡沫区域，因为它们各自的基本面证明了如此高的价格是合理的。高盛《泡沫指南》提出的冗长而详尽的分析最终结论是，市场出现了自满和高度乐观的迹象，但驱动它的关键因素以及经济复苏周期才刚刚开始，似乎表明我们离泡沫破灭还很远。此外，正如高盛自己制作的下表所示，熊市似乎仍处于冬眠状态。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082fcbe3c0c000ea7aa6a5e22064dfc0\" tg-width=\"1002\" tg-height=\"258\"><span>Bubble characteristics and related risks</span></p><p><blockquote><p class=\"t-img-caption\"><span>泡沫特征及相关风险</span></p></blockquote></p><p> <b>Absence Of Any Significant Leverage</b>: Although Goldman admits the presence of pockets of&nbsp;overvaluations on the stock market, with some parts of it making adjustments consistent with the evolution of interest rates, there are no recurring features of bubbles, not even partial ones. Goldman particularly emphasizes the absence of any significant leverage - the only exception being the public sector, for it judges that the financial system stability risks are relatively low.</p><p><blockquote><b>无任何重大杠杆</b>：尽管高盛承认股票市场存在一些高估，并且其某些部分会根据利率的演变进行调整，但泡沫并没有反复出现，甚至是局部泡沫。高盛特别强调不存在任何重大杠杆——唯一的例外是公共部门，因为它判断金融体系稳定风险相对较低。</blockquote></p><p> <b>High Prices May Be Justified:</b>Goldman's paper quotes Charles Mackay, who observed - already in 1841 - how human beings often \"think\" like a flock, but then do not necessarily behave as such when they finally menage to slowly grasp the meaning of things. Concerning the recent alarm triggered, by the Chinese regulator Guo Shuging, about bubbles swelling in the US and Europe, the analysis states that excessive prices of a single stock or applied to a limited part of the market do not necessarily indicate a systemic risk. Besides, not every swift price rise is related to a bubble, since it sometimes only signals a strong, genuine increase in value, justified by fundamentals.</p><p><blockquote><b>高价格可能是合理的：</b>高盛的论文引用了查尔斯·麦凯的话，他早在1841年就观察到，人类经常像一群人一样“思考”，但当他们最终设法慢慢理解事物的意义时，却不一定会这样做。针对中国监管机构郭树清最近对美国和欧洲泡沫膨胀发出的警报，分析指出，单只股票的过高价格或适用于市场有限部分的价格并不一定表明存在系统性风险。此外，并非每次价格快速上涨都与泡沫有关，因为它有时只是表明价值强劲、真正的增长，而基本面是合理的。</blockquote></p><p> <b>Psychological Contagion:</b>&nbsp;Psychology is a chief factor, as Robert Shiller pointed out in his book \"Irrational Exuberance\", published in 2000 and inspired by a famous quote from the then-Fed Chairman Alan Greenspan, who defined a bubble as the situation in which the news of rising prices provokes a contagion effect that spreads among investors, triggering a mechanism of envy for the success of others.</p><p><blockquote><b>心理传染：</b>正如罗伯特·席勒在他2000年出版的《非理性繁荣》一书中指出的那样，心理是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘的一句名言，他将泡沫定义为价格上涨的消息引发传染效应，在投资者中传播，引发对他人成功的嫉妒机制。</blockquote></p><p> <b>A Handful Of Recurring Ingredients:</b>&nbsp;This sort of contagion has occurred several times over the centuries in human history - from the&nbsp;Dutch tulips of the 1600s&nbsp;to the bubbles of the South Seas and the Mississippi in Great Britain and France in the 1700s, not to mention the more recent Internet and subprime mortgage bubble, and passing through the \"railway\" bubble of last century in the United States. According to Goldman, the ultimate ingredients are few and never change: prices unanchored from reality, a justifying attitude, market concentration, widespread speculation, excess of leverage, the narration of being on the threshold of a new era and an end-of-cycle economic boom, all seasoned with scandals and behavior irregularities.</p><p><blockquote><b>一些反复出现的成分：</b>这种传染在人类历史上已经发生过几次——从17世纪荷兰的郁金香，到18世纪英法的南海和密西西比河泡沫，更不用说最近的互联网和次级抵押贷款泡沫，再到上世纪美国的“铁路”泡沫。根据高盛的说法，最终的因素很少，而且永远不会改变：脱离现实的价格、合理的态度、市场集中度、普遍的投机、过度杠杆、处于新时代门槛的叙述和周期结束的经济繁荣，所有这些都充斥着丑闻和行为违规。</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 Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</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 Amazon And Apple Are Proof US Equities Aren't In A Bubble<blockquote>为什么亚马逊和苹果证明美国股市没有泡沫</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-03-23 22:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/e2c2061bf3e550d9b1fce50ea579fc04\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> <i>According to the investment banking giant, the current stock market valuations are substantially correct.</i></p><p><blockquote><i>这家投资银行巨头表示，当前股市估值基本正确。</i></blockquote></p><p> With many stock markets reaching new highs, record issuances and a large number of deals in a row, fears that the markets may develop financial bubbles are also mounting. To help investors understand and avoid risks, Goldman Sachs&nbsp;has published a Global Strategy Paper which examines their characteristics and dangers, drawing the conclusion that current markets only present a few of the recurring features associated with bubbles. For example, there is no doubt that exceptionally-low interest rates can induce excessive risk-taking, but private sector finances are robust, thus reducing the chances of systemic risk in the absence of significant financial leverage, with the exception of government debts.</p><p><blockquote>随着许多股市创下新高、创纪录的发行量和连续大量交易，对市场可能出现金融泡沫的担忧也在加剧。为了帮助投资者了解和规避风险，高盛发布了一份全球战略文件，研究了它们的特征和危险，得出的结论是，当前市场仅呈现出与泡沫相关的少数反复出现的特征。例如，毫无疑问，异常低利率会诱发过度冒险，但私营部门的财务状况稳健，因此在没有重大财务杠杆的情况下，降低了系统性风险的可能性，政府债务除外。</blockquote></p><p> <b>Neither Bubbles Nor Bear Market In Sight:</b>&nbsp;According to Goldman Sachs, the initial phase of a recovery business cycle also suggests that the risk of impending bubbles, with their associated systemic risk, is relatively low. The investment company brings the example of&nbsp;<b>Amazon.com Inc.</b>&nbsp;and&nbsp;<b>Apple Inc.</b>&nbsp;stocks which, unlike in 2000, are not to be considered in bubble territory, since their respective fundamentals justify such high prices. The final verdict of the long and detailed analysis proposed by Goldman Sachs' \"guide to bubbles\" is that there are signs of complacency and high optimism in the market, but the key factors driving it and the cycle of economic recovery being just at the beginning seem to suggest that we are far from the explosion of a bubble. Moreover, as it can be evinced by the table below created by Goldman Sachs itself, bear market seems to be still in hibernation.</p><p><blockquote><b>泡沫和熊市都看不到：</b>高盛表示，复苏商业周期的初始阶段也表明，即将出现泡沫的风险及其相关的系统性风险相对较低。投资公司举了一个例子<b>亚马逊公司。</b>和<b>苹果公司。</b>与 2000 年不同的是，这些股票不应被视为泡沫区域，因为它们各自的基本面证明了如此高的价格是合理的。高盛《泡沫指南》提出的冗长而详尽的分析最终结论是，市场出现了自满和高度乐观的迹象，但驱动它的关键因素以及经济复苏周期才刚刚开始，似乎表明我们离泡沫破灭还很远。此外，正如高盛自己制作的下表所示，熊市似乎仍处于冬眠状态。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082fcbe3c0c000ea7aa6a5e22064dfc0\" tg-width=\"1002\" tg-height=\"258\"><span>Bubble characteristics and related risks</span></p><p><blockquote><p class=\"t-img-caption\"><span>泡沫特征及相关风险</span></p></blockquote></p><p> <b>Absence Of Any Significant Leverage</b>: Although Goldman admits the presence of pockets of&nbsp;overvaluations on the stock market, with some parts of it making adjustments consistent with the evolution of interest rates, there are no recurring features of bubbles, not even partial ones. Goldman particularly emphasizes the absence of any significant leverage - the only exception being the public sector, for it judges that the financial system stability risks are relatively low.</p><p><blockquote><b>无任何重大杠杆</b>：尽管高盛承认股票市场存在一些高估，并且其某些部分会根据利率的演变进行调整，但泡沫并没有反复出现，甚至是局部泡沫。高盛特别强调不存在任何重大杠杆——唯一的例外是公共部门，因为它判断金融体系稳定风险相对较低。</blockquote></p><p> <b>High Prices May Be Justified:</b>Goldman's paper quotes Charles Mackay, who observed - already in 1841 - how human beings often \"think\" like a flock, but then do not necessarily behave as such when they finally menage to slowly grasp the meaning of things. Concerning the recent alarm triggered, by the Chinese regulator Guo Shuging, about bubbles swelling in the US and Europe, the analysis states that excessive prices of a single stock or applied to a limited part of the market do not necessarily indicate a systemic risk. Besides, not every swift price rise is related to a bubble, since it sometimes only signals a strong, genuine increase in value, justified by fundamentals.</p><p><blockquote><b>高价格可能是合理的：</b>高盛的论文引用了查尔斯·麦凯的话，他早在1841年就观察到，人类经常像一群人一样“思考”，但当他们最终设法慢慢理解事物的意义时，却不一定会这样做。针对中国监管机构郭树清最近对美国和欧洲泡沫膨胀发出的警报，分析指出，单只股票的过高价格或适用于市场有限部分的价格并不一定表明存在系统性风险。此外，并非每次价格快速上涨都与泡沫有关，因为它有时只是表明价值强劲、真正的增长，而基本面是合理的。</blockquote></p><p> <b>Psychological Contagion:</b>&nbsp;Psychology is a chief factor, as Robert Shiller pointed out in his book \"Irrational Exuberance\", published in 2000 and inspired by a famous quote from the then-Fed Chairman Alan Greenspan, who defined a bubble as the situation in which the news of rising prices provokes a contagion effect that spreads among investors, triggering a mechanism of envy for the success of others.</p><p><blockquote><b>心理传染：</b>正如罗伯特·席勒在他2000年出版的《非理性繁荣》一书中指出的那样，心理是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘的一句名言，他将泡沫定义为价格上涨的消息引发传染效应，在投资者中传播，引发对他人成功的嫉妒机制。</blockquote></p><p> <b>A Handful Of Recurring Ingredients:</b>&nbsp;This sort of contagion has occurred several times over the centuries in human history - from the&nbsp;Dutch tulips of the 1600s&nbsp;to the bubbles of the South Seas and the Mississippi in Great Britain and France in the 1700s, not to mention the more recent Internet and subprime mortgage bubble, and passing through the \"railway\" bubble of last century in the United States. According to Goldman, the ultimate ingredients are few and never change: prices unanchored from reality, a justifying attitude, market concentration, widespread speculation, excess of leverage, the narration of being on the threshold of a new era and an end-of-cycle economic boom, all seasoned with scandals and behavior irregularities.</p><p><blockquote><b>一些反复出现的成分：</b>这种传染在人类历史上已经发生过几次——从17世纪荷兰的郁金香，到18世纪英法的南海和密西西比河泡沫，更不用说最近的互联网和次级抵押贷款泡沫，再到上世纪美国的“铁路”泡沫。根据高盛的说法，最终的因素很少，而且永远不会改变：脱离现实的价格、合理的态度、市场集中度、普遍的投机、过度杠杆、处于新时代门槛的叙述和周期结束的经济繁荣，所有这些都充斥着丑闻和行为违规。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","AAPL":"苹果",".SPX":"S&P 500 Index","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122990114","content_text":"According to the investment banking giant, the current stock market valuations are substantially correct.\nWith many stock markets reaching new highs, record issuances and a large number of deals in a row, fears that the markets may develop financial bubbles are also mounting. To help investors understand and avoid risks, Goldman Sachs has published a Global Strategy Paper which examines their characteristics and dangers, drawing the conclusion that current markets only present a few of the recurring features associated with bubbles. For example, there is no doubt that exceptionally-low interest rates can induce excessive risk-taking, but private sector finances are robust, thus reducing the chances of systemic risk in the absence of significant financial leverage, with the exception of government debts.\nNeither Bubbles Nor Bear Market In Sight: According to Goldman Sachs, the initial phase of a recovery business cycle also suggests that the risk of impending bubbles, with their associated systemic risk, is relatively low. The investment company brings the example of Amazon.com Inc. and Apple Inc. stocks which, unlike in 2000, are not to be considered in bubble territory, since their respective fundamentals justify such high prices. The final verdict of the long and detailed analysis proposed by Goldman Sachs' \"guide to bubbles\" is that there are signs of complacency and high optimism in the market, but the key factors driving it and the cycle of economic recovery being just at the beginning seem to suggest that we are far from the explosion of a bubble. Moreover, as it can be evinced by the table below created by Goldman Sachs itself, bear market seems to be still in hibernation.\nBubble characteristics and related risks\nAbsence Of Any Significant Leverage: Although Goldman admits the presence of pockets of overvaluations on the stock market, with some parts of it making adjustments consistent with the evolution of interest rates, there are no recurring features of bubbles, not even partial ones. Goldman particularly emphasizes the absence of any significant leverage - the only exception being the public sector, for it judges that the financial system stability risks are relatively low.\nHigh Prices May Be Justified:Goldman's paper quotes Charles Mackay, who observed - already in 1841 - how human beings often \"think\" like a flock, but then do not necessarily behave as such when they finally menage to slowly grasp the meaning of things. Concerning the recent alarm triggered, by the Chinese regulator Guo Shuging, about bubbles swelling in the US and Europe, the analysis states that excessive prices of a single stock or applied to a limited part of the market do not necessarily indicate a systemic risk. Besides, not every swift price rise is related to a bubble, since it sometimes only signals a strong, genuine increase in value, justified by fundamentals.\nPsychological Contagion: Psychology is a chief factor, as Robert Shiller pointed out in his book \"Irrational Exuberance\", published in 2000 and inspired by a famous quote from the then-Fed Chairman Alan Greenspan, who defined a bubble as the situation in which the news of rising prices provokes a contagion effect that spreads among investors, triggering a mechanism of envy for the success of others.\nA Handful Of Recurring Ingredients: This sort of contagion has occurred several times over the centuries in human history - from the Dutch tulips of the 1600s to the bubbles of the South Seas and the Mississippi in Great Britain and France in the 1700s, not to mention the more recent Internet and subprime mortgage bubble, and passing through the \"railway\" bubble of last century in the United States. According to Goldman, the ultimate ingredients are few and never change: prices unanchored from reality, a justifying attitude, market concentration, widespread speculation, excess of leverage, the narration of being on the threshold of a new era and an end-of-cycle economic boom, all seasoned with scandals and behavior irregularities.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"AMZN":0.9,".SPX":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160763617,"gmtCreate":1623806821039,"gmtModify":1634027870160,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"buy tesla","listText":"buy tesla","text":"buy tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160763617","repostId":"2143765560","repostType":4,"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354135623,"gmtCreate":1617150472362,"gmtModify":1634522420844,"author":{"id":"3555218008329265","authorId":"3555218008329265","name":"Ewern","avatar":"https://static.tigerbbs.com/b8e2806cb62cc6a8c3a3705750647f9b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"title":"","htmlText":"EV","listText":"EV","text":"EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354135623","repostId":"2123881243","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}