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Ewern

Ewern

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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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2021-04-27

Go tesla

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

2021-04-07

Tesla

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2021-03-29

Tesla go

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>

2021-03-19

Oversold

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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并未陷入泡沫</blockquote>

2021-06-16

buy tesla

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2021-03-31

EV

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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":3760,"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,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"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":2585,"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":[],"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":1758,"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":[],"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.laohu8.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主研发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主研发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1882,"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,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"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":1536,"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,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"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.laohu8.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，他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>多斯海默的案例是围绕特斯拉现在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。它还提供音乐、娱乐、云和其他订阅服务。就特斯拉而言，它销售更昂贵的硬件——即汽车——并销售太阳能屋顶和电池存储。该公司还通过其全国充电网络销售软件和服务，例如车辆和电力的自动驾驶升级。</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>许多分析师关注特斯拉自动驾驶软件及其未来robotaxi服务的潜力。然而，多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>多斯海默上调评级后，约43%关注特斯拉股票的分析师将股票评级为买入。道琼斯指数股票的平均买入评级约为60%。尽管如此，特斯拉股价仍高达43%。一年前，特斯拉股票的买入评级约为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1,000美元以上目标是华尔街第七个四位数目标价。分析师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，1,000美元的目标价对特斯拉的估值约为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停滞不前。继2020年股价大幅上涨743%后，今年迄今已下跌约4%。分析师和投资者将关注将于4月26日公布的第一季度收益，以了解该股在2021年剩余时间的走势。</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。第四季度的数字低于分析师的预测，但特斯拉在2021年第一季度交付的汽车数量超过了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，他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>多斯海默的案例是围绕特斯拉现在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。它还提供音乐、娱乐、云和其他订阅服务。就特斯拉而言，它销售更昂贵的硬件——即汽车——并销售太阳能屋顶和电池存储。该公司还通过其全国充电网络销售软件和服务，例如车辆和电力的自动驾驶升级。</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>许多分析师关注特斯拉自动驾驶软件及其未来robotaxi服务的潜力。然而，多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>多斯海默上调评级后，约43%关注特斯拉股票的分析师将股票评级为买入。道琼斯指数股票的平均买入评级约为60%。尽管如此，特斯拉股价仍高达43%。一年前，特斯拉股票的买入评级约为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1,000美元以上目标是华尔街第七个四位数目标价。分析师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，1,000美元的目标价对特斯拉的估值约为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停滞不前。继2020年股价大幅上涨743%后，今年迄今已下跌约4%。分析师和投资者将关注将于4月26日公布的第一季度收益，以了解该股在2021年剩余时间的走势。</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。第四季度的数字低于分析师的预测，但特斯拉在2021年第一季度交付的汽车数量超过了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":1894,"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":[],"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":2110,"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,"authorIdStr":"3555218008329265","idStr":"3555218008329265"},"themes":[],"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":2971,"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":[],"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":2389,"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":[],"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":3084,"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":[],"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":578,"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":[],"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.laohu8.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>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。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）等估值高、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10亿美元利润的阻力。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>每个人都意识到了这个问题。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特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</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，市场并不仁慈。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>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。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，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，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18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，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>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期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。利率上升主要通过两种方式影响成长型股票。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遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</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>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。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）等估值高、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10亿美元利润的阻力。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>每个人都意识到了这个问题。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特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</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，市场并不仁慈。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>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。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，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，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18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，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>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期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。利率上升主要通过两种方式影响成长型股票。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遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</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":936,"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":[],"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","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616508493,"share":"https://www.laohu8.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并未陷入泡沫</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122990114","media":"Benzinga","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>投行巨头表示，目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>随着许多股市连续创下新高、创纪录的发行量和大量交易，人们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，高盛发表了一份全球策略文件，研究了风险的特征和危险，得出的结论是，当前市场仅呈现出一些与泡沫相关的反复出现的特征。例如，毫无疑问，极低的利率会导致过度冒险，但私营部门财务稳健，因此在没有重大金融杠杆（政府债务除外）的情况下降低了系统性风险的机会。</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>既看不到泡沫，也看不到熊市：</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》提出的冗长而详细的分析最终的结论是，市场出现了自满情绪和高度乐观的迹象，但推动它的关键因素以及经济复苏的周期刚刚开始，似乎暗示我们距离泡沫破裂还很远。此外，从高盛自己创建的下表可以看出，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>不存在任何重大杠杆</b>：尽管高盛承认股市存在估值过高的地方，其中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的特征，甚至是部分泡沫也没有。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>高价可能是合理的：</b>戈德曼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，就不一定表现得像这样。关于中国监管机构郭树清最近引发的关于美国和欧洲泡沫膨胀的警报，分析指出，单一股票或应用于市场有限部分的过高价格并不一定表明存在系统性风险。此外，并非每一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、真正的上涨，并有基本面的合理性。</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(Robert Shiller)在其2000年出版的《非理性繁荣》(Irrational Exuberance)一书中指出的那样，心理学是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘(Alan Greenspan)的一句名言，格林斯潘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，引发嫉妒他人成功的机制。</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>在人类历史上的几个世纪里，这种传染已经发生过几次——从17世纪的荷兰郁金香到18世纪英国和法国的南海和密西西比河泡沫，更不用说最近的互联网和次贷泡沫，以及上个世纪美国的“铁路”泡沫。高盛认为，最终的因素很少，而且永远不会改变：脱离现实的价格、自以为是的态度、市场集中度、广泛的投机、过度杠杆、即将进入新时代和经济周期结束的叙述繁荣，所有这些都充满了丑闻和违规行为。</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并未陷入泡沫</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并未陷入泡沫</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 </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>投行巨头表示，目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>随着许多股市连续创下新高、创纪录的发行量和大量交易，人们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，高盛发表了一份全球策略文件，研究了风险的特征和危险，得出的结论是，当前市场仅呈现出一些与泡沫相关的反复出现的特征。例如，毫无疑问，极低的利率会导致过度冒险，但私营部门财务稳健，因此在没有重大金融杠杆（政府债务除外）的情况下降低了系统性风险的机会。</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>既看不到泡沫，也看不到熊市：</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》提出的冗长而详细的分析最终的结论是，市场出现了自满情绪和高度乐观的迹象，但推动它的关键因素以及经济复苏的周期刚刚开始，似乎暗示我们距离泡沫破裂还很远。此外，从高盛自己创建的下表可以看出，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>不存在任何重大杠杆</b>：尽管高盛承认股市存在估值过高的地方，其中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的特征，甚至是部分泡沫也没有。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>高价可能是合理的：</b>戈德曼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，就不一定表现得像这样。关于中国监管机构郭树清最近引发的关于美国和欧洲泡沫膨胀的警报，分析指出，单一股票或应用于市场有限部分的过高价格并不一定表明存在系统性风险。此外，并非每一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、真正的上涨，并有基本面的合理性。</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(Robert Shiller)在其2000年出版的《非理性繁荣》(Irrational Exuberance)一书中指出的那样，心理学是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘(Alan Greenspan)的一句名言，格林斯潘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，引发嫉妒他人成功的机制。</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>在人类历史上的几个世纪里，这种传染已经发生过几次——从17世纪的荷兰郁金香到18世纪英国和法国的南海和密西西比河泡沫，更不用说最近的互联网和次贷泡沫，以及上个世纪美国的“铁路”泡沫。高盛认为，最终的因素很少，而且永远不会改变：脱离现实的价格、自以为是的态度、市场集中度、广泛的投机、过度杠杆、即将进入新时代和经济周期结束的叙述繁荣，所有这些都充满了丑闻和违规行为。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","AMZN":"亚马逊",".SPX":"S&P 500 Index","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"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":{".SPX":0.9,"AMZN":0.9,"AAPL":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":788,"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":[],"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":629,"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":[],"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":2971,"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":[],"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":2389,"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":[],"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":3084,"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":[],"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.laohu8.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主研发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创纪录4.38亿美元营收暴增74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉报告本季度净利润达到创纪录的4.38亿美元，每股收益为93美分，营收为103.9亿美元。</li><li>该公司在财报中表示，通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，它已经度过了困扰汽车行业的芯片短缺问题。</li><li>在财报看涨期权上，首席执行官Elon Musk表示，该公司推迟的新版Model S轿车将于2021年5月开始交付，Model X将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币销售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现，与Refinitiv编制的分析师预期相比：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股93美分，预期每股79美分</li><li><b>收入：</b>103.9亿美元，预期为102.9亿美元，同比增长74%</li></ul>按GAAP计算，净利润达到季度创纪录的4.38亿美元，该公司在此期间从监管信贷销售中获得了5.18亿美元的收入。本季度比特币销售还带来了1.01亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官Elon Musk的电动汽车业务报告称，第一季度Model 3和Model Y汽车交付量为18.48万辆，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至3月份，该公司没有生产任何高端Model S轿车或Model X SUV。它从库存中交付了2,020辆旧款Model S轿车和Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，Musk表示，该公司新版Model S轿车最终将于2021年5月开始向客户交付，Model X将于今年第三季度开始交付。Musk和CFO Zachary Kirkhorn均表示，供应链问题可能仍是特斯拉今年面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021年1月（在2020年第四季度财报更新期间），马斯克曾表示，Model S Plaid已经投入生产，将于2021年2月开始交付。但他周一承认，在生产这些车辆的更新版本时，“存在比预期更多的挑战”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产2,000辆Model S和X汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计2021年汽车交付量总体增长将超过50%，这意味着今年的最低交付量约为75万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过100%，但服务中心仅增长28%，移动服务车队仅增长22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩张跟不上车辆销量的步伐。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，它通过“极快地转向新的微控制器，同时为新供应商制造的新芯片开发固件”，部分克服了困扰汽车行业的芯片短缺问题。它没有透露新供应商的名称。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常声称的摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的FSD（全自动驾驶）团队完全专注于向基于视觉的自动驾驶系统发展，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报中表示。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与2020年同期相比，特斯拉能源发电和存储业务的收入几乎翻了一番，当时马斯克表示，当时新冠疫情是一种新兴流行病，导致其能源业务放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将其太阳能屋顶的价格提高了50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦片）的人也必须订购特斯拉的家庭储能系统Powerwall。突然的价格变化追溯适用于一些恼怒的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在2021年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为“巨型分布式公用事业公司”，可以帮助现有电力公司在需求和极端天气事件增加时为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商的电池生产或组合，以便在2021年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>Musk表示，该公司自主研发并在加州Fremont的一家试点工厂生产的4680电池还不够可靠，无法用特斯拉汽车运输。他表示，特斯拉可能会在12至18个月内“实现批量生产”这些电池。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它购买了15亿美元的比特币，并可能在未来投资其他加密货币。到4月份，比特币升至创纪录水平，然后回落。特斯拉在其现金流量表中透露，该公司在本季度出售了价值2.72亿美元的“数字资产”，可能是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1882,"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":[],"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":2110,"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":[],"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.laohu8.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>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。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）等估值高、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10亿美元利润的阻力。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>每个人都意识到了这个问题。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特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</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，市场并不仁慈。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>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。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，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，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18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，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>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期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。利率上升主要通过两种方式影响成长型股票。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遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</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>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。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）等估值高、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10亿美元利润的阻力。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>每个人都意识到了这个问题。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特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</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，市场并不仁慈。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>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。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，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，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18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，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>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期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。利率上升主要通过两种方式影响成长型股票。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遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</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":936,"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":[],"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":629,"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":[],"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","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616508493,"share":"https://www.laohu8.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并未陷入泡沫</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122990114","media":"Benzinga","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>投行巨头表示，目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>随着许多股市连续创下新高、创纪录的发行量和大量交易，人们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，高盛发表了一份全球策略文件，研究了风险的特征和危险，得出的结论是，当前市场仅呈现出一些与泡沫相关的反复出现的特征。例如，毫无疑问，极低的利率会导致过度冒险，但私营部门财务稳健，因此在没有重大金融杠杆（政府债务除外）的情况下降低了系统性风险的机会。</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>既看不到泡沫，也看不到熊市：</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》提出的冗长而详细的分析最终的结论是，市场出现了自满情绪和高度乐观的迹象，但推动它的关键因素以及经济复苏的周期刚刚开始，似乎暗示我们距离泡沫破裂还很远。此外，从高盛自己创建的下表可以看出，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>不存在任何重大杠杆</b>：尽管高盛承认股市存在估值过高的地方，其中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的特征，甚至是部分泡沫也没有。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>高价可能是合理的：</b>戈德曼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，就不一定表现得像这样。关于中国监管机构郭树清最近引发的关于美国和欧洲泡沫膨胀的警报，分析指出，单一股票或应用于市场有限部分的过高价格并不一定表明存在系统性风险。此外，并非每一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、真正的上涨，并有基本面的合理性。</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(Robert Shiller)在其2000年出版的《非理性繁荣》(Irrational Exuberance)一书中指出的那样，心理学是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘(Alan Greenspan)的一句名言，格林斯潘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，引发嫉妒他人成功的机制。</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>在人类历史上的几个世纪里，这种传染已经发生过几次——从17世纪的荷兰郁金香到18世纪英国和法国的南海和密西西比河泡沫，更不用说最近的互联网和次贷泡沫，以及上个世纪美国的“铁路”泡沫。高盛认为，最终的因素很少，而且永远不会改变：脱离现实的价格、自以为是的态度、市场集中度、广泛的投机、过度杠杆、即将进入新时代和经济周期结束的叙述繁荣，所有这些都充满了丑闻和违规行为。</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并未陷入泡沫</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并未陷入泡沫</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 </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>投行巨头表示，目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>随着许多股市连续创下新高、创纪录的发行量和大量交易，人们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，高盛发表了一份全球策略文件，研究了风险的特征和危险，得出的结论是，当前市场仅呈现出一些与泡沫相关的反复出现的特征。例如，毫无疑问，极低的利率会导致过度冒险，但私营部门财务稳健，因此在没有重大金融杠杆（政府债务除外）的情况下降低了系统性风险的机会。</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>既看不到泡沫，也看不到熊市：</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》提出的冗长而详细的分析最终的结论是，市场出现了自满情绪和高度乐观的迹象，但推动它的关键因素以及经济复苏的周期刚刚开始，似乎暗示我们距离泡沫破裂还很远。此外，从高盛自己创建的下表可以看出，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>不存在任何重大杠杆</b>：尽管高盛承认股市存在估值过高的地方，其中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的特征，甚至是部分泡沫也没有。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>高价可能是合理的：</b>戈德曼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，就不一定表现得像这样。关于中国监管机构郭树清最近引发的关于美国和欧洲泡沫膨胀的警报，分析指出，单一股票或应用于市场有限部分的过高价格并不一定表明存在系统性风险。此外，并非每一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、真正的上涨，并有基本面的合理性。</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(Robert Shiller)在其2000年出版的《非理性繁荣》(Irrational Exuberance)一书中指出的那样，心理学是一个主要因素，该书的灵感来自时任美联储主席艾伦·格林斯潘(Alan Greenspan)的一句名言，格林斯潘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，引发嫉妒他人成功的机制。</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>在人类历史上的几个世纪里，这种传染已经发生过几次——从17世纪的荷兰郁金香到18世纪英国和法国的南海和密西西比河泡沫，更不用说最近的互联网和次贷泡沫，以及上个世纪美国的“铁路”泡沫。高盛认为，最终的因素很少，而且永远不会改变：脱离现实的价格、自以为是的态度、市场集中度、广泛的投机、过度杠杆、即将进入新时代和经济周期结束的叙述繁荣，所有这些都充满了丑闻和违规行为。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","AMZN":"亚马逊",".SPX":"S&P 500 Index","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"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":{".SPX":0.9,"AMZN":0.9,"AAPL":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":788,"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":[],"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":1758,"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":[],"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":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}