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Jiawei81

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2021-06-28

DYODD

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2021-06-28

Nio seem to have more growth

Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>

2021-06-28

DYODD

WallStreetBets is dying, long live the WallStreetBets movement<blockquote>WallStreetBets正在消亡，WallStreetBets运动万岁</blockquote>

2021-06-28

Good

Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>

2021-06-28

DYODD

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2021-06-27

DYODD

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2021-06-27

DYODD

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2021-06-27

DYODD

Netflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</blockquote>

2021-06-27

DYODD

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2021-06-27

DYODD

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2021-06-20

Great company

Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote>

2021-06-20

Time to dollar average

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2021-06-20

I think avoid airline

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2021-06-20

Discount is coming

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2021-06-20

Becareful before invest

3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</blockquote>

2021-06-20

Do research before invest

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2021-06-20

Nice article

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2021-06-19

Good stock

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2021-06-19

Nice

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2021-06-12

Great stock to consider to invest long term

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seem to have more growth&nbsp;","listText":"Nio seem to have more growth&nbsp;","text":"Nio seem to have more growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127159003","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127150226,"gmtCreate":1624840682565,"gmtModify":1633948200369,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127150226","repostId":"2146009942","repostType":4,"repost":{"id":"2146009942","kind":"highlight","pubTimestamp":1624753788,"share":"https://www.laohu8.com/m/news/2146009942?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:29","market":"us","language":"en","title":"WallStreetBets is dying, long live the WallStreetBets movement<blockquote>WallStreetBets正在消亡，WallStreetBets运动万岁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2146009942","media":"MarketWatch","summary":"Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"\nOlivier ","content":"<p>Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d405b1c6d77a8a133d45a970a1f21c\" tg-width=\"1260\" tg-height=\"896\"><span>Olivier Douliery/AFP via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>奥利维尔·杜利里/法新社，盖蒂图片社</span></p></blockquote></p><p> As the poet Yogi Berra once quipped, \"Nobody ever goes there anymore -- it's too crowded.\"</p><p><blockquote>正如诗人约吉·贝拉曾经打趣的那样，“再也没有人去那里了——那里太拥挤了。”</blockquote></p><p> While Berra was talking about a popular Florida restaurant in the early 1960s, he could have easily been talking about WallStreeBets in the summer of 2021, as many of the very retail investors that made the message board into a financial phenomenon are now abandoning it for newer subreddits, saying WallStreetBets has been compromised by mainstream finance's improved grasp of the power that social media has on the movement of markets.</p><p><blockquote>虽然贝拉在谈论20世纪60年代初一家受欢迎的佛罗里达餐厅，但他很容易在2021年夏天谈论WallStreeBets，因为许多使留言板成为金融现象的散户投资者现在正在放弃它，转而选择更新的子版块，称WallStreetBets已因主流金融对社交媒体对市场走势的力量的更好理解而受到损害。</blockquote></p><p> WallStreetBets became a household name in January as GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>, AMC Entertainment <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and other meme stocks announced their arrival in the form of wild short squeezes that put Wall Street on its heels, and hedge funds in hot water.</p><p><blockquote>WallStreetBets在一月份以游戏驿站的身份成为家喻户晓的名字<a href=\"https://laohu8.com/S/GME\">$(GME)$</a>, AMC院线<a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>其他模因股票以疯狂的空头挤压的形式宣布了它们的到来，这让华尔街紧随其后，对冲基金也陷入了困境。</blockquote></p><p> The irreverent and insidery tone of the message board gave users a platform to share stock tips and rage against what they saw as unfair market structure rigged to benefit big banks and funds. It also gave birth to retail investors uniquely risqué way of communicating, calling each other \"Apes,\" encouraging each other to hold onto short squeeze stocks with \"Diamond hands\" and lusting after trading profits in the form of chicken tenders, or \"tendies.\"</p><p><blockquote>留言板不敬和内幕的语气为用户提供了一个分享股票技巧的平台，并对他们认为操纵市场结构以使大银行和基金受益的不公平行为感到愤怒。它还催生了散户投资者独特的有伤风化的沟通方式，称对方为“猿”，鼓励对方用“钻石手”持有轧空股票，并渴望以鸡块或“鸡块”的形式交易利润。”</blockquote></p><p> Users also began to share detailed investment theses in the form of \"DDs\" or deep dives, using their own analysis to promote a new stock ticker for the movement to jump in on.</p><p><blockquote>用户还开始以“DDs”或深度潜水的形式分享详细的投资论文，利用他们自己的分析来推广一个新的股票代码，供该运动参与。</blockquote></p><p> But since January, the success of WallStreetBets has become an albatross, with the board's moderators coming under fire for what many of the board's 10.6 million users saw as inconsistent enforcement of the rules and a growing sense that the moderators were playing it too safe in fear of angering Wall Street and regulators.</p><p><blockquote>但自1月份以来，WallStreetBets的成功已成为一个沉重的负担，该委员会的版主因该委员会1060万用户中的许多人认为规则执行不一致而受到批评，而且越来越多的人认为版主在害怕激怒华尔街和监管机构时过于安全。</blockquote></p><p> There is also rampant speculation that the size and popularity of WallStreetBets has made it susceptible to bad actors trying to create pump and dump schemes by spamming old conversation threads with ticker-specific posts that give the appearance of new social media interest in that stock.</p><p><blockquote>还有广泛的猜测认为，WallStreetBets的规模和受欢迎程度使其容易受到不良行为者的影响，他们试图通过向旧的对话线程发送带有特定股票代码的帖子来创建拉高和转储计划，这些帖子看起来像是社交媒体对该股票产生了新的兴趣。</blockquote></p><p> Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> The shift is reminiscent of how retail investors turned on Robinhood after the popular trading app froze activity on GameStop and other stocks at the peak of January's short squeeze. That decision set off a firestorm of rage against Robinhood with many in the retail crowd alleging on social media that the app was in cahoots with the hedge funds and market makers on the other side of the squeeze.</p><p><blockquote>这一转变让人想起，在这款流行的交易应用程序在1月份轧空高峰期间冻结了游戏驿站和其他股票的活动后，散户投资者是如何转向Robinhood的。这一决定引发了对Robinhood的愤怒，许多散户在社交媒体上声称该应用程序与挤压另一方的对冲基金和做市商勾结。</blockquote></p><p> Like the Robinhood exodus, the WallStreetBets schism has led retail investors onto new platforms and other subreddits more intensely focused on investing, options and individual stocks. It has even given them the opportunity to create their own boards like r/Superstonk, a subreddit for GameStop investors that started in March with a flurry of anti-WallStreetBets posts and already has 485,000 members.</p><p><blockquote>与Robinhood的外流一样，WallStreetBets的分裂也导致散户投资者转向新平台和其他更专注于投资、期权和个股的子平台。它甚至让他们有机会创建自己的董事会，例如r/Superstonk，这是一个面向游戏驿站投资者的Reddit子网站，从3月份开始发布一系列反WallStreetBets帖子，目前已拥有485,000名会员。</blockquote></p><p> \"WSB is the Robinhood of Reddit,\" <a href=\"https://laohu8.com/S/AONE\">one</a> user posted on Superstonk this week.</p><p><blockquote>“WSB是Reddit的罗宾汉，”<a href=\"https://laohu8.com/S/AONE\">一</a>用户本周在Superstonk上发帖。</blockquote></p><p> AMC and other meme stocks have their own increasingly popular subreddits, and they appear to be the next iteration of the retail investing movement that is showing little sign of losing steam.</p><p><blockquote>AMC和其他meme股票有自己越来越受欢迎的子Reddit，它们似乎是散户投资运动的下一次迭代，几乎没有失去动力的迹象。</blockquote></p><p> While the mania of January has ebbed, a recent survey by financial advisory firm Betterment indicated that the majority of retail investors are committed to trading in the foreseeable future, and it stands to reason that the evolution of their trading will happen on smaller and more focused subreddits like Superstonk.</p><p><blockquote>虽然1月份的狂热已经消退，但金融咨询公司Betterment最近的一项调查表明，大多数散户投资者都致力于在可预见的未来进行交易，按理说，他们交易的演变将发生在更小、更集中的subreddits上，比如Superstonk。</blockquote></p><p> As that online migration continues, WallStreetBets -- the mothership of the Reddit rally -- will have that empty nest feeling.</p><p><blockquote>随着在线迁移的继续，Reddit集会的母舰WallStreetBets将会有一种空巢的感觉。</blockquote></p><p> <b>LOOKING FORWARD</b></p><p><blockquote><b>向前看</b></blockquote></p><p> Meanwhile, after good news on the progress of an infrastructure bill in Congress sent the U.S. stock market climbing again this week, from the U.S. Labor Department next Friday.</p><p><blockquote>与此同时，美国劳工部下周五发布了有关国会基础设施法案进展的好消息，本周美国股市再次攀升。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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It also gave birth to retail investors uniquely risqué way of communicating, calling each other \"Apes,\" encouraging each other to hold onto short squeeze stocks with \"Diamond hands\" and lusting after trading profits in the form of chicken tenders, or \"tendies.\"</p><p><blockquote>留言板不敬和内幕的语气为用户提供了一个分享股票技巧的平台，并对他们认为操纵市场结构以使大银行和基金受益的不公平行为感到愤怒。它还催生了散户投资者独特的有伤风化的沟通方式，称对方为“猿”，鼓励对方用“钻石手”持有轧空股票，并渴望以鸡块或“鸡块”的形式交易利润。”</blockquote></p><p> Users also began to share detailed investment theses in the form of \"DDs\" or deep dives, using their own analysis to promote a new stock ticker for the movement to jump in on.</p><p><blockquote>用户还开始以“DDs”或深度潜水的形式分享详细的投资论文，利用他们自己的分析来推广一个新的股票代码，供该运动参与。</blockquote></p><p> But since January, the success of WallStreetBets has become an albatross, with the board's moderators coming under fire for what many of the board's 10.6 million users saw as inconsistent enforcement of the rules and a growing sense that the moderators were playing it too safe in fear of angering Wall Street and regulators.</p><p><blockquote>但自1月份以来，WallStreetBets的成功已成为一个沉重的负担，该委员会的版主因该委员会1060万用户中的许多人认为规则执行不一致而受到批评，而且越来越多的人认为版主在害怕激怒华尔街和监管机构时过于安全。</blockquote></p><p> There is also rampant speculation that the size and popularity of WallStreetBets has made it susceptible to bad actors trying to create pump and dump schemes by spamming old conversation threads with ticker-specific posts that give the appearance of new social media interest in that stock.</p><p><blockquote>还有广泛的猜测认为，WallStreetBets的规模和受欢迎程度使其容易受到不良行为者的影响，他们试图通过向旧的对话线程发送带有特定股票代码的帖子来创建拉高和转储计划，这些帖子看起来像是社交媒体对该股票产生了新的兴趣。</blockquote></p><p> Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> The shift is reminiscent of how retail investors turned on Robinhood after the popular trading app froze activity on GameStop and other stocks at the peak of January's short squeeze. That decision set off a firestorm of rage against Robinhood with many in the retail crowd alleging on social media that the app was in cahoots with the hedge funds and market makers on the other side of the squeeze.</p><p><blockquote>这一转变让人想起，在这款流行的交易应用程序在1月份轧空高峰期间冻结了游戏驿站和其他股票的活动后，散户投资者是如何转向Robinhood的。这一决定引发了对Robinhood的愤怒，许多散户在社交媒体上声称该应用程序与挤压另一方的对冲基金和做市商勾结。</blockquote></p><p> Like the Robinhood exodus, the WallStreetBets schism has led retail investors onto new platforms and other subreddits more intensely focused on investing, options and individual stocks. It has even given them the opportunity to create their own boards like r/Superstonk, a subreddit for GameStop investors that started in March with a flurry of anti-WallStreetBets posts and already has 485,000 members.</p><p><blockquote>与Robinhood的外流一样，WallStreetBets的分裂也导致散户投资者转向新平台和其他更专注于投资、期权和个股的子平台。它甚至让他们有机会创建自己的董事会，例如r/Superstonk，这是一个面向游戏驿站投资者的Reddit子网站，从3月份开始发布一系列反WallStreetBets帖子，目前已拥有485,000名会员。</blockquote></p><p> \"WSB is the Robinhood of Reddit,\" <a href=\"https://laohu8.com/S/AONE\">one</a> user posted on Superstonk this week.</p><p><blockquote>“WSB是Reddit的罗宾汉，”<a href=\"https://laohu8.com/S/AONE\">一</a>用户本周在Superstonk上发帖。</blockquote></p><p> AMC and other meme stocks have their own increasingly popular subreddits, and they appear to be the next iteration of the retail investing movement that is showing little sign of losing steam.</p><p><blockquote>AMC和其他meme股票有自己越来越受欢迎的子Reddit，它们似乎是散户投资运动的下一次迭代，几乎没有失去动力的迹象。</blockquote></p><p> While the mania of January has ebbed, a recent survey by financial advisory firm Betterment indicated that the majority of retail investors are committed to trading in the foreseeable future, and it stands to reason that the evolution of their trading will happen on smaller and more focused subreddits like Superstonk.</p><p><blockquote>虽然1月份的狂热已经消退，但金融咨询公司Betterment最近的一项调查表明，大多数散户投资者都致力于在可预见的未来进行交易，按理说，他们交易的演变将发生在更小、更集中的subreddits上，比如Superstonk。</blockquote></p><p> As that online migration continues, WallStreetBets -- the mothership of the Reddit rally -- will have that empty nest feeling.</p><p><blockquote>随着在线迁移的继续，Reddit集会的母舰WallStreetBets将会有一种空巢的感觉。</blockquote></p><p> <b>LOOKING FORWARD</b></p><p><blockquote><b>向前看</b></blockquote></p><p> Meanwhile, after good news on the progress of an infrastructure bill in Congress sent the U.S. stock market climbing again this week, from the U.S. Labor Department next Friday.</p><p><blockquote>与此同时，美国劳工部下周五发布了有关国会基础设施法案进展的好消息，本周美国股市再次攀升。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/wallstreetbets-is-dying-long-live-the-wallstreetbets-movement-11624714750?mod=hp_LATEST\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/wallstreetbets-is-dying-long-live-the-wallstreetbets-movement-11624714750?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146009942","content_text":"Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"\nOlivier Douliery/AFP via Getty Images\nAs the poet Yogi Berra once quipped, \"Nobody ever goes there anymore -- it's too crowded.\"\nWhile Berra was talking about a popular Florida restaurant in the early 1960s, he could have easily been talking about WallStreeBets in the summer of 2021, as many of the very retail investors that made the message board into a financial phenomenon are now abandoning it for newer subreddits, saying WallStreetBets has been compromised by mainstream finance's improved grasp of the power that social media has on the movement of markets.\nWallStreetBets became a household name in January as GameStop $(GME)$, AMC Entertainment $(AMC)$ and other meme stocks announced their arrival in the form of wild short squeezes that put Wall Street on its heels, and hedge funds in hot water.\nThe irreverent and insidery tone of the message board gave users a platform to share stock tips and rage against what they saw as unfair market structure rigged to benefit big banks and funds. It also gave birth to retail investors uniquely risqué way of communicating, calling each other \"Apes,\" encouraging each other to hold onto short squeeze stocks with \"Diamond hands\" and lusting after trading profits in the form of chicken tenders, or \"tendies.\"\nUsers also began to share detailed investment theses in the form of \"DDs\" or deep dives, using their own analysis to promote a new stock ticker for the movement to jump in on.\nBut since January, the success of WallStreetBets has become an albatross, with the board's moderators coming under fire for what many of the board's 10.6 million users saw as inconsistent enforcement of the rules and a growing sense that the moderators were playing it too safe in fear of angering Wall Street and regulators.\nThere is also rampant speculation that the size and popularity of WallStreetBets has made it susceptible to bad actors trying to create pump and dump schemes by spamming old conversation threads with ticker-specific posts that give the appearance of new social media interest in that stock.\nAmong Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"\nThe shift is reminiscent of how retail investors turned on Robinhood after the popular trading app froze activity on GameStop and other stocks at the peak of January's short squeeze. That decision set off a firestorm of rage against Robinhood with many in the retail crowd alleging on social media that the app was in cahoots with the hedge funds and market makers on the other side of the squeeze.\nLike the Robinhood exodus, the WallStreetBets schism has led retail investors onto new platforms and other subreddits more intensely focused on investing, options and individual stocks. It has even given them the opportunity to create their own boards like r/Superstonk, a subreddit for GameStop investors that started in March with a flurry of anti-WallStreetBets posts and already has 485,000 members.\n\"WSB is the Robinhood of Reddit,\" one user posted on Superstonk this week.\nAMC and other meme stocks have their own increasingly popular subreddits, and they appear to be the next iteration of the retail investing movement that is showing little sign of losing steam.\nWhile the mania of January has ebbed, a recent survey by financial advisory firm Betterment indicated that the majority of retail investors are committed to trading in the foreseeable future, and it stands to reason that the evolution of their trading will happen on smaller and more focused subreddits like Superstonk.\nAs that online migration continues, WallStreetBets -- the mothership of the Reddit rally -- will have that empty nest feeling.\nLOOKING FORWARD\nMeanwhile, after good news on the progress of an infrastructure bill in Congress sent the U.S. stock market climbing again this week, from the U.S. Labor Department next Friday.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127122880,"gmtCreate":1624840566840,"gmtModify":1633948204167,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127122880","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://www.laohu8.com/m/news/1104974895?lang=zh_CN&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年8月突破这一水平的苹果之后第二家市值达到2万亿美元的公司。微软可能会走得更高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)上周重申了对这家软件巨头的跑赢大盘评级，将该股目标价从310美元上调至325美元。这意味着潜在涨幅超过20%，这将使该公司的市值达到2.4万亿美元。他对该股的热情是由微软的云业务Azure推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三，微软股价小幅上涨0.1%，至265.79美元，创下新高，市值增至2.004万亿美元。（苹果的市值约为2.2万亿美元。）Ives指出，6月份的渠道检查发现对Azure的需求有所改善。“Azure云的增长故事正在进入下一个增长阶段，”他写道。“随着企业范围内数字化转型的加速，我们看到交易规模继续显着增加，首席信息官都专注于让各自的企业为云驱动架构做好准备。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>Ives写道，华尔街担心云增长将因疫情而放缓，这与微软看到的交易活动背道而驰，并指出6月份季度的业绩似乎“强劲”。他认为微软在将其已安装的应用程序基础向云的转换方面仍仅完成了约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>Ives认为持续的全球“数字化转型”是一个1万亿美元的机会，并表示微软将不成比例地受益。“微软仍然是我们最喜欢的大盘云股，我们相信该股将在未来几个季度开始走高……”他写道。“微软的增长故事并没有放缓。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-27 11:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年8月突破这一水平的苹果之后第二家市值达到2万亿美元的公司。微软可能会走得更高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)上周重申了对这家软件巨头的跑赢大盘评级，将该股目标价从310美元上调至325美元。这意味着潜在涨幅超过20%，这将使该公司的市值达到2.4万亿美元。他对该股的热情是由微软的云业务Azure推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三，微软股价小幅上涨0.1%，至265.79美元，创下新高，市值增至2.004万亿美元。（苹果的市值约为2.2万亿美元。）Ives指出，6月份的渠道检查发现对Azure的需求有所改善。“Azure云的增长故事正在进入下一个增长阶段，”他写道。“随着企业范围内数字化转型的加速，我们看到交易规模继续显着增加，首席信息官都专注于让各自的企业为云驱动架构做好准备。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>Ives写道，华尔街担心云增长将因疫情而放缓，这与微软看到的交易活动背道而驰，并指出6月份季度的业绩似乎“强劲”。他认为微软在将其已安装的应用程序基础向云的转换方面仍仅完成了约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>Ives认为持续的全球“数字化转型”是一个1万亿美元的机会，并表示微软将不成比例地受益。“微软仍然是我们最喜欢的大盘云股，我们相信该股将在未来几个季度开始走高……”他写道。“微软的增长故事并没有放缓。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127121493,"gmtCreate":1624840480712,"gmtModify":1633948206722,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127121493","repostId":"2146007321","repostType":4,"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124447065,"gmtCreate":1624785850057,"gmtModify":1633948628493,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124447065","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":3305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444252,"gmtCreate":1624785731676,"gmtModify":1633948628962,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444252","repostId":"1160499744","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444898,"gmtCreate":1624785719014,"gmtModify":1633948629209,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444898","repostId":"1132385779","repostType":4,"repost":{"id":"1132385779","kind":"news","pubTimestamp":1624625960,"share":"https://www.laohu8.com/m/news/1132385779?lang=zh_CN&edition=full","pubTime":"2021-06-25 20:59","market":"us","language":"en","title":"Netflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132385779","media":"The Wall Street Journal","summary":"Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure ","content":"<p>  Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure more subscribers.  NetflixNFLX1.04%and romance have long been a match made in heaven, but now the streaming giant is taking things to another level.</p><p><blockquote>流媒体巨头正在以“性感野兽”的形式加倍投入反乌托邦现实约会，以吸引更多订户。NetflixNFLX1.04%和浪漫长期以来一直是天作之合，但现在这家流媒体巨头正在将事情提升到另一个水平。</blockquote></p><p> Perhaps emboldened by the success of recent shows like “The Circle” and “Love Is Blind,” Netflix is now doubling down on dystopian reality dating. According to the trailer, released this week, the new concept will feature “real life singles,” sporting “elaborate makeup and prosthetics” and putting blind date chemistry to the test.</p><p><blockquote>也许是受到最近《圆圈》和《爱情是盲目的》等节目的成功的鼓舞，Netflix, Inc.现在加倍努力反乌托邦式的现实约会。根据本周发布的预告片，新概念将以“现实生活中的单身人士”为特色，展示“精致的化妆和假肢”，并测试相亲之间的化学反应。</blockquote></p><p> After reporting disappointing subscriber numbersfor the first quarter,Netflix needs new alluring content. Analysts expect the streaming giant to add about 15 million subscribers in the second half of the year, nearly three times the number it is forecasting for the first half.</p><p><blockquote>在报告了令人失望的第一季度订户数量后，Netflix需要新的有吸引力的内容。分析师预计，这家流媒体巨头下半年将增加约1500万用户，几乎是上半年预测的三倍。</blockquote></p><p> As if dating weren’t already hard enough, contestants on “Sexy Beasts” are expected to find love while looking like a panda or a mouse.The trailer features a suave alienin a bowling alley chatting to his date, an apparent cross between a dolphin and a platypus, stating that “personality, for me, is everything.” Others—especially a beaver who candidly describes his favorite physical feature—are at least honest.</p><p><blockquote>好像约会还不够难，《性感野兽》的参赛者被期望在看起来像熊猫或老鼠的同时找到爱情。预告片展示了一个温文尔雅的外星人在保龄球馆和他的约会对象聊天，他显然是海豚和鸭嘴兽的杂交品种，并表示“对我来说，个性就是一切。”其他人——尤其是一只坦率地描述他最喜欢的身体特征的海狸——至少是诚实的。</blockquote></p><p> If nothing else, viewers will be in it for catfights.</p><p><blockquote>如果没有别的，观众会在里面看猫斗。</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>Netflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</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\">\nNetflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-06-25 20:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure more subscribers.  NetflixNFLX1.04%and romance have long been a match made in heaven, but now the streaming giant is taking things to another level.</p><p><blockquote>流媒体巨头正在以“性感野兽”的形式加倍投入反乌托邦现实约会，以吸引更多订户。NetflixNFLX1.04%和浪漫长期以来一直是天作之合，但现在这家流媒体巨头正在将事情提升到另一个水平。</blockquote></p><p> Perhaps emboldened by the success of recent shows like “The Circle” and “Love Is Blind,” Netflix is now doubling down on dystopian reality dating. According to the trailer, released this week, the new concept will feature “real life singles,” sporting “elaborate makeup and prosthetics” and putting blind date chemistry to the test.</p><p><blockquote>也许是受到最近《圆圈》和《爱情是盲目的》等节目的成功的鼓舞，Netflix, Inc.现在加倍努力反乌托邦式的现实约会。根据本周发布的预告片，新概念将以“现实生活中的单身人士”为特色，展示“精致的化妆和假肢”，并测试相亲之间的化学反应。</blockquote></p><p> After reporting disappointing subscriber numbersfor the first quarter,Netflix needs new alluring content. Analysts expect the streaming giant to add about 15 million subscribers in the second half of the year, nearly three times the number it is forecasting for the first half.</p><p><blockquote>在报告了令人失望的第一季度订户数量后，Netflix需要新的有吸引力的内容。分析师预计，这家流媒体巨头下半年将增加约1500万用户，几乎是上半年预测的三倍。</blockquote></p><p> As if dating weren’t already hard enough, contestants on “Sexy Beasts” are expected to find love while looking like a panda or a mouse.The trailer features a suave alienin a bowling alley chatting to his date, an apparent cross between a dolphin and a platypus, stating that “personality, for me, is everything.” Others—especially a beaver who candidly describes his favorite physical feature—are at least honest.</p><p><blockquote>好像约会还不够难，《性感野兽》的参赛者被期望在看起来像熊猫或老鼠的同时找到爱情。预告片展示了一个温文尔雅的外星人在保龄球馆和他的约会对象聊天，他显然是海豚和鸭嘴兽的杂交品种，并表示“对我来说，个性就是一切。”其他人——尤其是一只坦率地描述他最喜欢的身体特征的海狸——至少是诚实的。</blockquote></p><p> If nothing else, viewers will be in it for catfights.</p><p><blockquote>如果没有别的，观众会在里面看猫斗。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/netflix-bets-on-even-stranger-things-11624620780\">The Wall Street Journal</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":{"NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/netflix-bets-on-even-stranger-things-11624620780","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132385779","content_text":"Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure more subscribers.\n\nNetflixNFLX1.04%and romance have long been a match made in heaven, but now the streaming giant is taking things to another level.\nPerhaps emboldened by the success of recent shows like “The Circle” and “Love Is Blind,” Netflix is now doubling down on dystopian reality dating. According to the trailer, released this week, the new concept will feature “real life singles,” sporting “elaborate makeup and prosthetics” and putting blind date chemistry to the test.\nAfter reporting disappointing subscriber numbersfor the first quarter,Netflix needs new alluring content. Analysts expect the streaming giant to add about 15 million subscribers in the second half of the year, nearly three times the number it is forecasting for the first half.\nAs if dating weren’t already hard enough, contestants on “Sexy Beasts” are expected to find love while looking like a panda or a mouse.The trailer features a suave alienin a bowling alley chatting to his date, an apparent cross between a dolphin and a platypus, stating that “personality, for me, is everything.” Others—especially a beaver who candidly describes his favorite physical feature—are at least honest.\nIf nothing else, viewers will be in it for catfights.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444329,"gmtCreate":1624785705561,"gmtModify":1633948629432,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444329","repostId":"1115527757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444084,"gmtCreate":1624785689748,"gmtModify":1633948629677,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"DYODD","listText":"DYODD","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444084","repostId":"2146746520","repostType":4,"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164168988,"gmtCreate":1624181870144,"gmtModify":1634009717248,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Great company","listText":"Great company","text":"Great company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164168988","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://www.laohu8.com/m/news/2144774740?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示，随着Covid-19大流行消退，经济重新开放，该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元，调整后每股收益为3.03美元。与去年同期相比，Adobe盈利增长24%，销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元，增长17%，销售额为38.8亿美元，增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中，ADBE股价上涨2.2%，接近563.35点。盘中早些时候，ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它，”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示，这种势头将在该公司季节性疲软的第三财季持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示：“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示，疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后，至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级，并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示：“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来，处于有利地位，可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表，6月11日，ADBE股票突破了40周的盘整期，买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而，IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</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>Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</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; 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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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-06-18 23:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示，随着Covid-19大流行消退，经济重新开放，该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元，调整后每股收益为3.03美元。与去年同期相比，Adobe盈利增长24%，销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元，增长17%，销售额为38.8亿美元，增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中，ADBE股价上涨2.2%，接近563.35点。盘中早些时候，ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它，”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示，这种势头将在该公司季节性疲软的第三财季持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示：“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示，疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后，至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级，并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示：“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来，处于有利地位，可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表，6月11日，ADBE股票突破了40周的盘整期，买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而，IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1,"symbols_score_info":{"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164161459,"gmtCreate":1624181833271,"gmtModify":1631885483790,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Time to dollar average&nbsp;","listText":"Time to dollar average&nbsp;","text":"Time to dollar average","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164161459","repostId":"2144218770","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164161128,"gmtCreate":1624181809964,"gmtModify":1634009718048,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"I think avoid airline&nbsp;","listText":"I think avoid airline&nbsp;","text":"I think avoid airline","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164161128","repostId":"2144086770","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164163587,"gmtCreate":1624181784049,"gmtModify":1634009718860,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Discount is coming","listText":"Discount is coming","text":"Discount is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164163587","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164163602,"gmtCreate":1624181754606,"gmtModify":1634009719108,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Becareful before invest&nbsp;","listText":"Becareful before invest&nbsp;","text":"Becareful before invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164163602","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","kind":"news","pubTimestamp":1624065234,"share":"https://www.laohu8.com/m/news/1166679093?lang=zh_CN&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可以下降。分析师预计，推动一些最受欢迎股票大幅上涨的网络狂热不会持续下去。以下是华尔街认为未来12个月内将暴跌20%以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的90%。即使是Refinitiv调查的最乐观的分析师对AMC的目标价也比当前股价低70%以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在回暖吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也应该会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远超出了其业务前景。该股目前的交易价格比COVID-19大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，看起来<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将AMC推到最热门的模因股票旁边。散户投资者将Clover视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨幅不会持续下去。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health的估值似乎确实已经失控。该医疗保健股目前的交易价格是过去12个月销售额的170多倍。这是一个令人流鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health今年的财务业绩可能会有所改善。该公司希望通过瞄准原来的医疗保险计划来大幅增加其会员。除了当前的Medicare Advantage业务之外，这也是一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷种植者</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷种植者</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过520%，随后回吐了大部分涨幅。不过，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻库存可能会进一步下跌。Sundial的共识目标价较其当前股价有23%的折扣。一位分析师甚至认为该股可能下跌55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对Sundial的核心大麻业务持悲观态度。该公司2021年第一季度的大麻净收入同比下降。尽管日晷正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial的商业交易可能会给投资者带来乐观的理由。毕竟，由于其投资，该公司第一季度调整后息税折旧摊销前利润(EBITDA)为正。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，除非采取绝望的措施来维持其在<b>纳斯达克</b>证券交易所。</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>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</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\">\n3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-06-19 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可以下降。分析师预计，推动一些最受欢迎股票大幅上涨的网络狂热不会持续下去。以下是华尔街认为未来12个月内将暴跌20%以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的90%。即使是Refinitiv调查的最乐观的分析师对AMC的目标价也比当前股价低70%以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在回暖吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也应该会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远超出了其业务前景。该股目前的交易价格比COVID-19大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，看起来<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将AMC推到最热门的模因股票旁边。散户投资者将Clover视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨幅不会持续下去。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health的估值似乎确实已经失控。该医疗保健股目前的交易价格是过去12个月销售额的170多倍。这是一个令人流鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health今年的财务业绩可能会有所改善。该公司希望通过瞄准原来的医疗保险计划来大幅增加其会员。除了当前的Medicare Advantage业务之外，这也是一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷种植者</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷种植者</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过520%，随后回吐了大部分涨幅。不过，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻库存可能会进一步下跌。Sundial的共识目标价较其当前股价有23%的折扣。一位分析师甚至认为该股可能下跌55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对Sundial的核心大麻业务持悲观态度。该公司2021年第一季度的大麻净收入同比下降。尽管日晷正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial的商业交易可能会给投资者带来乐观的理由。毕竟，由于其投资，该公司第一季度调整后息税折旧摊销前利润(EBITDA)为正。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，除非采取绝望的措施来维持其在<b>纳斯达克</b>证券交易所。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","CLOV":"Clover Health Corp","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1,"symbols_score_info":{"AMC":0.9,"SNDL":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164163925,"gmtCreate":1624181707167,"gmtModify":1634009719580,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Do research before invest","listText":"Do research before invest","text":"Do research before invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164163925","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164160477,"gmtCreate":1624181540499,"gmtModify":1634009720895,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164160477","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165973113,"gmtCreate":1624090827132,"gmtModify":1634010774639,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Good stock&nbsp;","listText":"Good stock&nbsp;","text":"Good stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165973113","repostId":"2144775754","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162142326,"gmtCreate":1624051045165,"gmtModify":1634023606537,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162142326","repostId":"2144742013","repostType":4,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186247512,"gmtCreate":1623505605736,"gmtModify":1634032284302,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562623674532361","idStr":"3562623674532361"},"themes":[],"htmlText":"Great stock to consider to invest long term&nbsp;","listText":"Great stock to consider to invest long term&nbsp;","text":"Great stock to consider to invest long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186247512","repostId":"2142206100","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":164163925,"gmtCreate":1624181707167,"gmtModify":1634009719580,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Do research before invest","listText":"Do research before invest","text":"Do research before invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164163925","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127122880,"gmtCreate":1624840566840,"gmtModify":1633948204167,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127122880","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://www.laohu8.com/m/news/1104974895?lang=zh_CN&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年8月突破这一水平的苹果之后第二家市值达到2万亿美元的公司。微软可能会走得更高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)上周重申了对这家软件巨头的跑赢大盘评级，将该股目标价从310美元上调至325美元。这意味着潜在涨幅超过20%，这将使该公司的市值达到2.4万亿美元。他对该股的热情是由微软的云业务Azure推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三，微软股价小幅上涨0.1%，至265.79美元，创下新高，市值增至2.004万亿美元。（苹果的市值约为2.2万亿美元。）Ives指出，6月份的渠道检查发现对Azure的需求有所改善。“Azure云的增长故事正在进入下一个增长阶段，”他写道。“随着企业范围内数字化转型的加速，我们看到交易规模继续显着增加，首席信息官都专注于让各自的企业为云驱动架构做好准备。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>Ives写道，华尔街担心云增长将因疫情而放缓，这与微软看到的交易活动背道而驰，并指出6月份季度的业绩似乎“强劲”。他认为微软在将其已安装的应用程序基础向云的转换方面仍仅完成了约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>Ives认为持续的全球“数字化转型”是一个1万亿美元的机会，并表示微软将不成比例地受益。“微软仍然是我们最喜欢的大盘云股，我们相信该股将在未来几个季度开始走高……”他写道。“微软的增长故事并没有放缓。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到2万亿美元。还没做完呢。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-27 11:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年8月突破这一水平的苹果之后第二家市值达到2万亿美元的公司。微软可能会走得更高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush分析师丹尼尔·艾夫斯(Daniel Ives)上周重申了对这家软件巨头的跑赢大盘评级，将该股目标价从310美元上调至325美元。这意味着潜在涨幅超过20%，这将使该公司的市值达到2.4万亿美元。他对该股的热情是由微软的云业务Azure推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三，微软股价小幅上涨0.1%，至265.79美元，创下新高，市值增至2.004万亿美元。（苹果的市值约为2.2万亿美元。）Ives指出，6月份的渠道检查发现对Azure的需求有所改善。“Azure云的增长故事正在进入下一个增长阶段，”他写道。“随着企业范围内数字化转型的加速，我们看到交易规模继续显着增加，首席信息官都专注于让各自的企业为云驱动架构做好准备。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>Ives写道，华尔街担心云增长将因疫情而放缓，这与微软看到的交易活动背道而驰，并指出6月份季度的业绩似乎“强劲”。他认为微软在将其已安装的应用程序基础向云的转换方面仍仅完成了约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>Ives认为持续的全球“数字化转型”是一个1万亿美元的机会，并表示微软将不成比例地受益。“微软仍然是我们最喜欢的大盘云股，我们相信该股将在未来几个季度开始走高……”他写道。“微软的增长故事并没有放缓。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186247512,"gmtCreate":1623505605736,"gmtModify":1634032284302,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Great stock to consider to invest long term&nbsp;","listText":"Great stock to consider to invest long term&nbsp;","text":"Great stock to consider to invest long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186247512","repostId":"2142206100","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164163602,"gmtCreate":1624181754606,"gmtModify":1634009719108,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Becareful before invest&nbsp;","listText":"Becareful before invest&nbsp;","text":"Becareful before invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164163602","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","kind":"news","pubTimestamp":1624065234,"share":"https://www.laohu8.com/m/news/1166679093?lang=zh_CN&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可以下降。分析师预计，推动一些最受欢迎股票大幅上涨的网络狂热不会持续下去。以下是华尔街认为未来12个月内将暴跌20%以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的90%。即使是Refinitiv调查的最乐观的分析师对AMC的目标价也比当前股价低70%以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在回暖吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也应该会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远超出了其业务前景。该股目前的交易价格比COVID-19大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，看起来<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将AMC推到最热门的模因股票旁边。散户投资者将Clover视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨幅不会持续下去。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health的估值似乎确实已经失控。该医疗保健股目前的交易价格是过去12个月销售额的170多倍。这是一个令人流鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health今年的财务业绩可能会有所改善。该公司希望通过瞄准原来的医疗保险计划来大幅增加其会员。除了当前的Medicare Advantage业务之外，这也是一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷种植者</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷种植者</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过520%，随后回吐了大部分涨幅。不过，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻库存可能会进一步下跌。Sundial的共识目标价较其当前股价有23%的折扣。一位分析师甚至认为该股可能下跌55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对Sundial的核心大麻业务持悲观态度。该公司2021年第一季度的大麻净收入同比下降。尽管日晷正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial的商业交易可能会给投资者带来乐观的理由。毕竟，由于其投资，该公司第一季度调整后息税折旧摊销前利润(EBITDA)为正。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，除非采取绝望的措施来维持其在<b>纳斯达克</b>证券交易所。</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>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</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\">\n3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%<blockquote>华尔街预测3只模因股将暴跌20%以上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-06-19 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p><p><blockquote>今年到目前为止，模因股票风靡一时。这是可以理解的，其中一些公司实现了三位数甚至四位数的百分比增长。</blockquote></p><p> However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p><p><blockquote>然而，上升的可以下降。分析师预计，推动一些最受欢迎股票大幅上涨的网络狂热不会持续下去。以下是华尔街认为未来12个月内将暴跌20%以上的三只模因股票。</blockquote></p><p> AMC Entertainment</p><p><blockquote>AMC院线</blockquote></p><p> <b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p><p><blockquote><b>AMC院线</b>（纽约证券交易所股票代码：AMC）被评为所有模因股票中表现最好的。今年迄今为止，这家电影院运营商的股价已飙升近2,500%。</blockquote></p><p> The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p><p><blockquote>不过，分析师的共识是，该股可能会损失当前价值的90%。即使是Refinitiv调查的最乐观的分析师对AMC的目标价也比当前股价低70%以上。</blockquote></p><p> But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p><p><blockquote>但AMC的业务不是在回暖吗？是的。限制的放松使该公司能够重新开放99%的美国影院。随着州和地方政府施加的座位容量限制的提高，AMC可能会受益。今年夏天和今年晚些时候上映的多部可能会大受欢迎的电影也应该会有所帮助。</blockquote></p><p> However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p><p><blockquote>然而，华尔街显然认为AMC的股价已经远远超出了其业务前景。该股目前的交易价格比COVID-19大流行之前高出近八倍。</blockquote></p><p> Clover Health Investments</p><p><blockquote>三叶草健康投资</blockquote></p><p> Only a few days ago, it looked like&nbsp;<b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p><p><blockquote>就在几天前，看起来<b>三叶草健康投资</b>（纳斯达克股票代码：CLOV）可能会将AMC推到最热门的模因股票旁边。散户投资者将Clover视为主要的空头挤压候选者。</blockquote></p><p> Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p><p><blockquote>自6月初以来，Clover Health的股价已上涨超过65%。然而，分析师预计这些涨幅不会持续下去。该股的平均目标价比当前股价低25%。</blockquote></p><p> Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p><p><blockquote>Clover Health的估值似乎确实已经失控。该医疗保健股目前的交易价格是过去12个月销售额的170多倍。这是一个令人流鼻血的水平，特别是考虑到该公司是美国调查的对象。司法部和证券交易委员会。</blockquote></p><p> Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p><p><blockquote>尽管如此，Clover Health今年的财务业绩可能会有所改善。该公司希望通过瞄准原来的医疗保险计划来大幅增加其会员。除了当前的Medicare Advantage业务之外，这也是一个重大的新市场机会。</blockquote></p><p> Sundial Growers</p><p><blockquote>日晷种植者</blockquote></p><p> At one point earlier this year,&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p><p><blockquote>今年早些时候，<b>日晷种植者</b>（纳斯达克股票代码：SNDL）似乎是成为模因股票最大赢家的合法竞争者。加拿大大麻股票今年迄今已上涨超过520%，随后回吐了大部分涨幅。不过，Sundial的股价在2021年仍上涨了一倍多。</blockquote></p><p> Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p><p><blockquote>分析师预计大麻库存可能会进一步下跌。Sundial的共识目标价较其当前股价有23%的折扣。一位分析师甚至认为该股可能下跌55%。</blockquote></p><p> There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p><p><blockquote>当然有理由对Sundial的核心大麻业务持悲观态度。该公司2021年第一季度的大麻净收入同比下降。尽管日晷正在采取措施，希望能够扭转局面，但这些努力是否会成功还有待观察。</blockquote></p><p> Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p><p><blockquote>Sundial的商业交易可能会给投资者带来乐观的理由。毕竟，由于其投资，该公司第一季度调整后息税折旧摊销前利润(EBITDA)为正。</blockquote></p><p> However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the&nbsp;<b>Nasdaq</b>&nbsp;stock exchange.</p><p><blockquote>然而，Sundial用于进行这些投资的现金是以其股票进一步稀释为代价的。该公司无法承受任何额外的稀释，除非采取绝望的措施来维持其在<b>纳斯达克</b>证券交易所。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","CLOV":"Clover Health Corp","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1,"symbols_score_info":{"AMC":0.9,"SNDL":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165973113,"gmtCreate":1624090827132,"gmtModify":1634010774639,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Good stock&nbsp;","listText":"Good stock&nbsp;","text":"Good stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165973113","repostId":"2144775754","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127159003,"gmtCreate":1624840712302,"gmtModify":1633948199895,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Nio seem to have more growth&nbsp;","listText":"Nio seem to have more growth&nbsp;","text":"Nio seem to have more growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127159003","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164163587,"gmtCreate":1624181784049,"gmtModify":1634009718860,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Discount is coming","listText":"Discount is coming","text":"Discount is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164163587","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186027565,"gmtCreate":1623466271957,"gmtModify":1634032790916,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"That impressive&nbsp;","listText":"That impressive&nbsp;","text":"That impressive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186027565","repostId":"1131421513","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164168988,"gmtCreate":1624181870144,"gmtModify":1634009717248,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Great company","listText":"Great company","text":"Great company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164168988","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://www.laohu8.com/m/news/2144774740?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示，随着Covid-19大流行消退，经济重新开放，该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元，调整后每股收益为3.03美元。与去年同期相比，Adobe盈利增长24%，销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元，增长17%，销售额为38.8亿美元，增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中，ADBE股价上涨2.2%，接近563.35点。盘中早些时候，ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它，”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示，这种势头将在该公司季节性疲软的第三财季持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示：“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示，疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后，至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级，并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示：“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来，处于有利地位，可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表，6月11日，ADBE股票突破了40周的盘整期，买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而，IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</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>Adobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</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; 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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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic<blockquote>Adobe从大流行后经济重新开放中获得提振</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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-06-18 23:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p><p><blockquote>软件巨头<b><a href=\"https://laohu8.com/S/ADBE\">土坯</a></b>一位高管表示，随着Covid-19大流行消退，经济重新开放，该公司正在受益。该公司的季度报告证明了这一点。ADBE股价周五上涨。</blockquote></p><p> The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p><p><blockquote>这家数字媒体和营销软件制造商周四晚些时候公布的第二财季收益轻松超出预期。Adobe还指导了本季度的上述观点。</blockquote></p><p> The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p><p><blockquote>这家总部位于加利福尼亚州圣何塞的公司在截至6月4日的季度销售额为38.4亿美元，调整后每股收益为3.03美元。与去年同期相比，Adobe盈利增长24%，销售额增长23%。</blockquote></p><p> For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p><p><blockquote>Adobe预计本季度调整后每股收益为3美元，增长17%，销售额为38.8亿美元，增长20%。</blockquote></p><p> <h2>ADBE Stock Rises After Earnings Report</h2> In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p><p><blockquote><h2>ADBE股价在收益报告后上涨</h2>今天股市早盘交易中，ADBE股价上涨2.2%，接近563.35点。盘中早些时候，ADBE股价创下570点的历史新高。</blockquote></p><p> \"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p><p><blockquote>“我们的三项业务——创意云、文档云和<a href=\"https://laohu8.com/S/EXP.AU\">经验</a>云——本季度刚刚以出色的表现击败了它，”首席财务官约翰·墨菲(John Murphy)告诉《投资者商业日报》。“以个性化方式进行内容创作和客户体验参与正在我们所有业务中引起共鸣。它确实推动了业务的发展势头和加速。”</blockquote></p><p> That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p><p><blockquote>墨菲表示，这种势头将在该公司季节性疲软的第三财季持续下去。本季度包括夏季的六月、七月和八月。</blockquote></p><p> \"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p><p><blockquote>墨菲表示：“宏观经济稳定给了很多企业再次投资的信心。”“企业正在优先考虑数字化转型。”</blockquote></p><p> The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p><p><blockquote>他表示，疫情过后经济的重新开放和重返办公室应该会为Adobe的业务提供推动力。</blockquote></p><p> <h2>Analysts Raise Price Targets On Adobe Stock</h2> At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p><p><blockquote><h2>分析师提高Adobe股票的目标价</h2>财报发布后，至少15名华尔街分析师上调了ADBE股票的目标价。</blockquote></p><p> Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p><p><blockquote>瑞穗证券分析师Gregg Moskowitz重申了对ADBE股票的买入评级，并将目标价从600点上调至640点。</blockquote></p><p> \"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p><p><blockquote>莫斯科维茨在给客户的一份报告中表示：“Adobe广泛的软件解决方案组合使其成为内容创建、消费和协作的黄金标准。”“Adobe凭借其全面的端到端产品使其与竞争对手区分开来，处于有利地位，可以从数字化转型中受益。”</blockquote></p><p> On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p><p><blockquote>根据IBD MarketSmith图表，6月11日，ADBE股票突破了40周的盘整期，买入点为536.98。</blockquote></p><p> However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p><p><blockquote>然而，IBD排行榜分析为投资者提供了较大盘整格局中杯基的早期买入点525.54。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1,"symbols_score_info":{"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164161459,"gmtCreate":1624181833271,"gmtModify":1631885483790,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Time to dollar average&nbsp;","listText":"Time to dollar average&nbsp;","text":"Time to dollar 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airline","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164161128","repostId":"2144086770","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164160477,"gmtCreate":1624181540499,"gmtModify":1634009720895,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164160477","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150326345,"gmtCreate":1624887892387,"gmtModify":1633947486495,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150326345","repostId":"2146983887","repostType":4,"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127150226,"gmtCreate":1624840682565,"gmtModify":1633948200369,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127150226","repostId":"2146009942","repostType":4,"repost":{"id":"2146009942","kind":"highlight","pubTimestamp":1624753788,"share":"https://www.laohu8.com/m/news/2146009942?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:29","market":"us","language":"en","title":"WallStreetBets is dying, long live the WallStreetBets movement<blockquote>WallStreetBets正在消亡，WallStreetBets运动万岁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2146009942","media":"MarketWatch","summary":"Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"\nOlivier ","content":"<p>Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d405b1c6d77a8a133d45a970a1f21c\" tg-width=\"1260\" tg-height=\"896\"><span>Olivier Douliery/AFP via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>奥利维尔·杜利里/法新社，盖蒂图片社</span></p></blockquote></p><p> As the poet Yogi Berra once quipped, \"Nobody ever goes there anymore -- it's too crowded.\"</p><p><blockquote>正如诗人约吉·贝拉曾经打趣的那样，“再也没有人去那里了——那里太拥挤了。”</blockquote></p><p> While Berra was talking about a popular Florida restaurant in the early 1960s, he could have easily been talking about WallStreeBets in the summer of 2021, as many of the very retail investors that made the message board into a financial phenomenon are now abandoning it for newer subreddits, saying WallStreetBets has been compromised by mainstream finance's improved grasp of the power that social media has on the movement of markets.</p><p><blockquote>虽然贝拉在谈论20世纪60年代初一家受欢迎的佛罗里达餐厅，但他很容易在2021年夏天谈论WallStreeBets，因为许多使留言板成为金融现象的散户投资者现在正在放弃它，转而选择更新的子版块，称WallStreetBets已因主流金融对社交媒体对市场走势的力量的更好理解而受到损害。</blockquote></p><p> WallStreetBets became a household name in January as GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>, AMC Entertainment <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and other meme stocks announced their arrival in the form of wild short squeezes that put Wall Street on its heels, and hedge funds in hot water.</p><p><blockquote>WallStreetBets在一月份以游戏驿站的身份成为家喻户晓的名字<a href=\"https://laohu8.com/S/GME\">$(GME)$</a>, AMC院线<a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>其他模因股票以疯狂的空头挤压的形式宣布了它们的到来，这让华尔街紧随其后，对冲基金也陷入了困境。</blockquote></p><p> The irreverent and insidery tone of the message board gave users a platform to share stock tips and rage against what they saw as unfair market structure rigged to benefit big banks and funds. It also gave birth to retail investors uniquely risqué way of communicating, calling each other \"Apes,\" encouraging each other to hold onto short squeeze stocks with \"Diamond hands\" and lusting after trading profits in the form of chicken tenders, or \"tendies.\"</p><p><blockquote>留言板不敬和内幕的语气为用户提供了一个分享股票技巧的平台，并对他们认为操纵市场结构以使大银行和基金受益的不公平行为感到愤怒。它还催生了散户投资者独特的有伤风化的沟通方式，称对方为“猿”，鼓励对方用“钻石手”持有轧空股票，并渴望以鸡块或“鸡块”的形式交易利润。”</blockquote></p><p> Users also began to share detailed investment theses in the form of \"DDs\" or deep dives, using their own analysis to promote a new stock ticker for the movement to jump in on.</p><p><blockquote>用户还开始以“DDs”或深度潜水的形式分享详细的投资论文，利用他们自己的分析来推广一个新的股票代码，供该运动参与。</blockquote></p><p> But since January, the success of WallStreetBets has become an albatross, with the board's moderators coming under fire for what many of the board's 10.6 million users saw as inconsistent enforcement of the rules and a growing sense that the moderators were playing it too safe in fear of angering Wall Street and regulators.</p><p><blockquote>但自1月份以来，WallStreetBets的成功已成为一个沉重的负担，该委员会的版主因该委员会1060万用户中的许多人认为规则执行不一致而受到批评，而且越来越多的人认为版主在害怕激怒华尔街和监管机构时过于安全。</blockquote></p><p> There is also rampant speculation that the size and popularity of WallStreetBets has made it susceptible to bad actors trying to create pump and dump schemes by spamming old conversation threads with ticker-specific posts that give the appearance of new social media interest in that stock.</p><p><blockquote>还有广泛的猜测认为，WallStreetBets的规模和受欢迎程度使其容易受到不良行为者的影响，他们试图通过向旧的对话线程发送带有特定股票代码的帖子来创建拉高和转储计划，这些帖子看起来像是社交媒体对该股票产生了新的兴趣。</blockquote></p><p> Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> The shift is reminiscent of how retail investors turned on Robinhood after the popular trading app froze activity on GameStop and other stocks at the peak of January's short squeeze. That decision set off a firestorm of rage against Robinhood with many in the retail crowd alleging on social media that the app was in cahoots with the hedge funds and market makers on the other side of the squeeze.</p><p><blockquote>这一转变让人想起，在这款流行的交易应用程序在1月份轧空高峰期间冻结了游戏驿站和其他股票的活动后，散户投资者是如何转向Robinhood的。这一决定引发了对Robinhood的愤怒，许多散户在社交媒体上声称该应用程序与挤压另一方的对冲基金和做市商勾结。</blockquote></p><p> Like the Robinhood exodus, the WallStreetBets schism has led retail investors onto new platforms and other subreddits more intensely focused on investing, options and individual stocks. It has even given them the opportunity to create their own boards like r/Superstonk, a subreddit for GameStop investors that started in March with a flurry of anti-WallStreetBets posts and already has 485,000 members.</p><p><blockquote>与Robinhood的外流一样，WallStreetBets的分裂也导致散户投资者转向新平台和其他更专注于投资、期权和个股的子平台。它甚至让他们有机会创建自己的董事会，例如r/Superstonk，这是一个面向游戏驿站投资者的Reddit子网站，从3月份开始发布一系列反WallStreetBets帖子，目前已拥有485,000名会员。</blockquote></p><p> \"WSB is the Robinhood of Reddit,\" <a href=\"https://laohu8.com/S/AONE\">one</a> user posted on Superstonk this week.</p><p><blockquote>“WSB是Reddit的罗宾汉，”<a href=\"https://laohu8.com/S/AONE\">一</a>用户本周在Superstonk上发帖。</blockquote></p><p> AMC and other meme stocks have their own increasingly popular subreddits, and they appear to be the next iteration of the retail investing movement that is showing little sign of losing steam.</p><p><blockquote>AMC和其他meme股票有自己越来越受欢迎的子Reddit，它们似乎是散户投资运动的下一次迭代，几乎没有失去动力的迹象。</blockquote></p><p> While the mania of January has ebbed, a recent survey by financial advisory firm Betterment indicated that the majority of retail investors are committed to trading in the foreseeable future, and it stands to reason that the evolution of their trading will happen on smaller and more focused subreddits like Superstonk.</p><p><blockquote>虽然1月份的狂热已经消退，但金融咨询公司Betterment最近的一项调查表明，大多数散户投资者都致力于在可预见的未来进行交易，按理说，他们交易的演变将发生在更小、更集中的subreddits上，比如Superstonk。</blockquote></p><p> As that online migration continues, WallStreetBets -- the mothership of the Reddit rally -- will have that empty nest feeling.</p><p><blockquote>随着在线迁移的继续，Reddit集会的母舰WallStreetBets将会有一种空巢的感觉。</blockquote></p><p> <b>LOOKING FORWARD</b></p><p><blockquote><b>向前看</b></blockquote></p><p> Meanwhile, after good news on the progress of an infrastructure bill in Congress sent the U.S. stock market climbing again this week, from the U.S. Labor Department next Friday.</p><p><blockquote>与此同时，美国劳工部下周五发布了有关国会基础设施法案进展的好消息，本周美国股市再次攀升。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nWallStreetBets is dying, long live the WallStreetBets movement<blockquote>WallStreetBets正在消亡，WallStreetBets运动万岁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-27 08:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d405b1c6d77a8a133d45a970a1f21c\" tg-width=\"1260\" tg-height=\"896\"><span>Olivier Douliery/AFP via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>奥利维尔·杜利里/法新社，盖蒂图片社</span></p></blockquote></p><p> As the poet Yogi Berra once quipped, \"Nobody ever goes there anymore -- it's too crowded.\"</p><p><blockquote>正如诗人约吉·贝拉曾经打趣的那样，“再也没有人去那里了——那里太拥挤了。”</blockquote></p><p> While Berra was talking about a popular Florida restaurant in the early 1960s, he could have easily been talking about WallStreeBets in the summer of 2021, as many of the very retail investors that made the message board into a financial phenomenon are now abandoning it for newer subreddits, saying WallStreetBets has been compromised by mainstream finance's improved grasp of the power that social media has on the movement of markets.</p><p><blockquote>虽然贝拉在谈论20世纪60年代初一家受欢迎的佛罗里达餐厅，但他很容易在2021年夏天谈论WallStreeBets，因为许多使留言板成为金融现象的散户投资者现在正在放弃它，转而选择更新的子版块，称WallStreetBets已因主流金融对社交媒体对市场走势的力量的更好理解而受到损害。</blockquote></p><p> WallStreetBets became a household name in January as GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>, AMC Entertainment <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and other meme stocks announced their arrival in the form of wild short squeezes that put Wall Street on its heels, and hedge funds in hot water.</p><p><blockquote>WallStreetBets在一月份以游戏驿站的身份成为家喻户晓的名字<a href=\"https://laohu8.com/S/GME\">$(GME)$</a>, AMC院线<a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>其他模因股票以疯狂的空头挤压的形式宣布了它们的到来，这让华尔街紧随其后，对冲基金也陷入了困境。</blockquote></p><p> The irreverent and insidery tone of the message board gave users a platform to share stock tips and rage against what they saw as unfair market structure rigged to benefit big banks and funds. It also gave birth to retail investors uniquely risqué way of communicating, calling each other \"Apes,\" encouraging each other to hold onto short squeeze stocks with \"Diamond hands\" and lusting after trading profits in the form of chicken tenders, or \"tendies.\"</p><p><blockquote>留言板不敬和内幕的语气为用户提供了一个分享股票技巧的平台，并对他们认为操纵市场结构以使大银行和基金受益的不公平行为感到愤怒。它还催生了散户投资者独特的有伤风化的沟通方式，称对方为“猿”，鼓励对方用“钻石手”持有轧空股票，并渴望以鸡块或“鸡块”的形式交易利润。”</blockquote></p><p> Users also began to share detailed investment theses in the form of \"DDs\" or deep dives, using their own analysis to promote a new stock ticker for the movement to jump in on.</p><p><blockquote>用户还开始以“DDs”或深度潜水的形式分享详细的投资论文，利用他们自己的分析来推广一个新的股票代码，供该运动参与。</blockquote></p><p> But since January, the success of WallStreetBets has become an albatross, with the board's moderators coming under fire for what many of the board's 10.6 million users saw as inconsistent enforcement of the rules and a growing sense that the moderators were playing it too safe in fear of angering Wall Street and regulators.</p><p><blockquote>但自1月份以来，WallStreetBets的成功已成为一个沉重的负担，该委员会的版主因该委员会1060万用户中的许多人认为规则执行不一致而受到批评，而且越来越多的人认为版主在害怕激怒华尔街和监管机构时过于安全。</blockquote></p><p> There is also rampant speculation that the size and popularity of WallStreetBets has made it susceptible to bad actors trying to create pump and dump schemes by spamming old conversation threads with ticker-specific posts that give the appearance of new social media interest in that stock.</p><p><blockquote>还有广泛的猜测认为，WallStreetBets的规模和受欢迎程度使其容易受到不良行为者的影响，他们试图通过向旧的对话线程发送带有特定股票代码的帖子来创建拉高和转储计划，这些帖子看起来像是社交媒体对该股票产生了新的兴趣。</blockquote></p><p> Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"</p><p><blockquote>在已经离开的Reddit用户中，WallStreetBets通常被称为“融化的潜艇”。</blockquote></p><p> The shift is reminiscent of how retail investors turned on Robinhood after the popular trading app froze activity on GameStop and other stocks at the peak of January's short squeeze. That decision set off a firestorm of rage against Robinhood with many in the retail crowd alleging on social media that the app was in cahoots with the hedge funds and market makers on the other side of the squeeze.</p><p><blockquote>这一转变让人想起，在这款流行的交易应用程序在1月份轧空高峰期间冻结了游戏驿站和其他股票的活动后，散户投资者是如何转向Robinhood的。这一决定引发了对Robinhood的愤怒，许多散户在社交媒体上声称该应用程序与挤压另一方的对冲基金和做市商勾结。</blockquote></p><p> Like the Robinhood exodus, the WallStreetBets schism has led retail investors onto new platforms and other subreddits more intensely focused on investing, options and individual stocks. It has even given them the opportunity to create their own boards like r/Superstonk, a subreddit for GameStop investors that started in March with a flurry of anti-WallStreetBets posts and already has 485,000 members.</p><p><blockquote>与Robinhood的外流一样，WallStreetBets的分裂也导致散户投资者转向新平台和其他更专注于投资、期权和个股的子平台。它甚至让他们有机会创建自己的董事会，例如r/Superstonk，这是一个面向游戏驿站投资者的Reddit子网站，从3月份开始发布一系列反WallStreetBets帖子，目前已拥有485,000名会员。</blockquote></p><p> \"WSB is the Robinhood of Reddit,\" <a href=\"https://laohu8.com/S/AONE\">one</a> user posted on Superstonk this week.</p><p><blockquote>“WSB是Reddit的罗宾汉，”<a href=\"https://laohu8.com/S/AONE\">一</a>用户本周在Superstonk上发帖。</blockquote></p><p> AMC and other meme stocks have their own increasingly popular subreddits, and they appear to be the next iteration of the retail investing movement that is showing little sign of losing steam.</p><p><blockquote>AMC和其他meme股票有自己越来越受欢迎的子Reddit，它们似乎是散户投资运动的下一次迭代，几乎没有失去动力的迹象。</blockquote></p><p> While the mania of January has ebbed, a recent survey by financial advisory firm Betterment indicated that the majority of retail investors are committed to trading in the foreseeable future, and it stands to reason that the evolution of their trading will happen on smaller and more focused subreddits like Superstonk.</p><p><blockquote>虽然1月份的狂热已经消退，但金融咨询公司Betterment最近的一项调查表明，大多数散户投资者都致力于在可预见的未来进行交易，按理说，他们交易的演变将发生在更小、更集中的subreddits上，比如Superstonk。</blockquote></p><p> As that online migration continues, WallStreetBets -- the mothership of the Reddit rally -- will have that empty nest feeling.</p><p><blockquote>随着在线迁移的继续，Reddit集会的母舰WallStreetBets将会有一种空巢的感觉。</blockquote></p><p> <b>LOOKING FORWARD</b></p><p><blockquote><b>向前看</b></blockquote></p><p> Meanwhile, after good news on the progress of an infrastructure bill in Congress sent the U.S. stock market climbing again this week, from the U.S. Labor Department next Friday.</p><p><blockquote>与此同时，美国劳工部下周五发布了有关国会基础设施法案进展的好消息，本周美国股市再次攀升。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/wallstreetbets-is-dying-long-live-the-wallstreetbets-movement-11624714750?mod=hp_LATEST\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/wallstreetbets-is-dying-long-live-the-wallstreetbets-movement-11624714750?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146009942","content_text":"Among Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"\nOlivier Douliery/AFP via Getty Images\nAs the poet Yogi Berra once quipped, \"Nobody ever goes there anymore -- it's too crowded.\"\nWhile Berra was talking about a popular Florida restaurant in the early 1960s, he could have easily been talking about WallStreeBets in the summer of 2021, as many of the very retail investors that made the message board into a financial phenomenon are now abandoning it for newer subreddits, saying WallStreetBets has been compromised by mainstream finance's improved grasp of the power that social media has on the movement of markets.\nWallStreetBets became a household name in January as GameStop $(GME)$, AMC Entertainment $(AMC)$ and other meme stocks announced their arrival in the form of wild short squeezes that put Wall Street on its heels, and hedge funds in hot water.\nThe irreverent and insidery tone of the message board gave users a platform to share stock tips and rage against what they saw as unfair market structure rigged to benefit big banks and funds. It also gave birth to retail investors uniquely risqué way of communicating, calling each other \"Apes,\" encouraging each other to hold onto short squeeze stocks with \"Diamond hands\" and lusting after trading profits in the form of chicken tenders, or \"tendies.\"\nUsers also began to share detailed investment theses in the form of \"DDs\" or deep dives, using their own analysis to promote a new stock ticker for the movement to jump in on.\nBut since January, the success of WallStreetBets has become an albatross, with the board's moderators coming under fire for what many of the board's 10.6 million users saw as inconsistent enforcement of the rules and a growing sense that the moderators were playing it too safe in fear of angering Wall Street and regulators.\nThere is also rampant speculation that the size and popularity of WallStreetBets has made it susceptible to bad actors trying to create pump and dump schemes by spamming old conversation threads with ticker-specific posts that give the appearance of new social media interest in that stock.\nAmong Redditors who have moved on, WallStreetBets is often referred to as \"the melted sub.\"\nThe shift is reminiscent of how retail investors turned on Robinhood after the popular trading app froze activity on GameStop and other stocks at the peak of January's short squeeze. That decision set off a firestorm of rage against Robinhood with many in the retail crowd alleging on social media that the app was in cahoots with the hedge funds and market makers on the other side of the squeeze.\nLike the Robinhood exodus, the WallStreetBets schism has led retail investors onto new platforms and other subreddits more intensely focused on investing, options and individual stocks. It has even given them the opportunity to create their own boards like r/Superstonk, a subreddit for GameStop investors that started in March with a flurry of anti-WallStreetBets posts and already has 485,000 members.\n\"WSB is the Robinhood of Reddit,\" one user posted on Superstonk this week.\nAMC and other meme stocks have their own increasingly popular subreddits, and they appear to be the next iteration of the retail investing movement that is showing little sign of losing steam.\nWhile the mania of January has ebbed, a recent survey by financial advisory firm Betterment indicated that the majority of retail investors are committed to trading in the foreseeable future, and it stands to reason that the evolution of their trading will happen on smaller and more focused subreddits like Superstonk.\nAs that online migration continues, WallStreetBets -- the mothership of the Reddit rally -- will have that empty nest feeling.\nLOOKING FORWARD\nMeanwhile, after good news on the progress of an infrastructure bill in Congress sent the U.S. stock market climbing again this week, from the U.S. Labor Department next Friday.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127121493,"gmtCreate":1624840480712,"gmtModify":1633948206722,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127121493","repostId":"2146007321","repostType":4,"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124447065,"gmtCreate":1624785850057,"gmtModify":1633948628493,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124447065","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":3305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444252,"gmtCreate":1624785731676,"gmtModify":1633948628962,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444252","repostId":"1160499744","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444898,"gmtCreate":1624785719014,"gmtModify":1633948629209,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444898","repostId":"1132385779","repostType":4,"repost":{"id":"1132385779","kind":"news","pubTimestamp":1624625960,"share":"https://www.laohu8.com/m/news/1132385779?lang=zh_CN&edition=full","pubTime":"2021-06-25 20:59","market":"us","language":"en","title":"Netflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132385779","media":"The Wall Street Journal","summary":"Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure ","content":"<p>  Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure more subscribers.  NetflixNFLX1.04%and romance have long been a match made in heaven, but now the streaming giant is taking things to another level.</p><p><blockquote>流媒体巨头正在以“性感野兽”的形式加倍投入反乌托邦现实约会，以吸引更多订户。NetflixNFLX1.04%和浪漫长期以来一直是天作之合，但现在这家流媒体巨头正在将事情提升到另一个水平。</blockquote></p><p> Perhaps emboldened by the success of recent shows like “The Circle” and “Love Is Blind,” Netflix is now doubling down on dystopian reality dating. According to the trailer, released this week, the new concept will feature “real life singles,” sporting “elaborate makeup and prosthetics” and putting blind date chemistry to the test.</p><p><blockquote>也许是受到最近《圆圈》和《爱情是盲目的》等节目的成功的鼓舞，Netflix, Inc.现在加倍努力反乌托邦式的现实约会。根据本周发布的预告片，新概念将以“现实生活中的单身人士”为特色，展示“精致的化妆和假肢”，并测试相亲之间的化学反应。</blockquote></p><p> After reporting disappointing subscriber numbersfor the first quarter,Netflix needs new alluring content. Analysts expect the streaming giant to add about 15 million subscribers in the second half of the year, nearly three times the number it is forecasting for the first half.</p><p><blockquote>在报告了令人失望的第一季度订户数量后，Netflix需要新的有吸引力的内容。分析师预计，这家流媒体巨头下半年将增加约1500万用户，几乎是上半年预测的三倍。</blockquote></p><p> As if dating weren’t already hard enough, contestants on “Sexy Beasts” are expected to find love while looking like a panda or a mouse.The trailer features a suave alienin a bowling alley chatting to his date, an apparent cross between a dolphin and a platypus, stating that “personality, for me, is everything.” Others—especially a beaver who candidly describes his favorite physical feature—are at least honest.</p><p><blockquote>好像约会还不够难，《性感野兽》的参赛者被期望在看起来像熊猫或老鼠的同时找到爱情。预告片展示了一个温文尔雅的外星人在保龄球馆和他的约会对象聊天，他显然是海豚和鸭嘴兽的杂交品种，并表示“对我来说，个性就是一切。”其他人——尤其是一只坦率地描述他最喜欢的身体特征的海狸——至少是诚实的。</blockquote></p><p> If nothing else, viewers will be in it for catfights.</p><p><blockquote>如果没有别的，观众会在里面看猫斗。</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>Netflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</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\">\nNetflix Bets on Even Stranger Things<blockquote>Netflix押注于更奇怪的事情</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-06-25 20:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure more subscribers.  NetflixNFLX1.04%and romance have long been a match made in heaven, but now the streaming giant is taking things to another level.</p><p><blockquote>流媒体巨头正在以“性感野兽”的形式加倍投入反乌托邦现实约会，以吸引更多订户。NetflixNFLX1.04%和浪漫长期以来一直是天作之合，但现在这家流媒体巨头正在将事情提升到另一个水平。</blockquote></p><p> Perhaps emboldened by the success of recent shows like “The Circle” and “Love Is Blind,” Netflix is now doubling down on dystopian reality dating. According to the trailer, released this week, the new concept will feature “real life singles,” sporting “elaborate makeup and prosthetics” and putting blind date chemistry to the test.</p><p><blockquote>也许是受到最近《圆圈》和《爱情是盲目的》等节目的成功的鼓舞，Netflix, Inc.现在加倍努力反乌托邦式的现实约会。根据本周发布的预告片，新概念将以“现实生活中的单身人士”为特色，展示“精致的化妆和假肢”，并测试相亲之间的化学反应。</blockquote></p><p> After reporting disappointing subscriber numbersfor the first quarter,Netflix needs new alluring content. Analysts expect the streaming giant to add about 15 million subscribers in the second half of the year, nearly three times the number it is forecasting for the first half.</p><p><blockquote>在报告了令人失望的第一季度订户数量后，Netflix需要新的有吸引力的内容。分析师预计，这家流媒体巨头下半年将增加约1500万用户，几乎是上半年预测的三倍。</blockquote></p><p> As if dating weren’t already hard enough, contestants on “Sexy Beasts” are expected to find love while looking like a panda or a mouse.The trailer features a suave alienin a bowling alley chatting to his date, an apparent cross between a dolphin and a platypus, stating that “personality, for me, is everything.” Others—especially a beaver who candidly describes his favorite physical feature—are at least honest.</p><p><blockquote>好像约会还不够难，《性感野兽》的参赛者被期望在看起来像熊猫或老鼠的同时找到爱情。预告片展示了一个温文尔雅的外星人在保龄球馆和他的约会对象聊天，他显然是海豚和鸭嘴兽的杂交品种，并表示“对我来说，个性就是一切。”其他人——尤其是一只坦率地描述他最喜欢的身体特征的海狸——至少是诚实的。</blockquote></p><p> If nothing else, viewers will be in it for catfights.</p><p><blockquote>如果没有别的，观众会在里面看猫斗。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/netflix-bets-on-even-stranger-things-11624620780\">The Wall Street Journal</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":{"NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/netflix-bets-on-even-stranger-things-11624620780","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132385779","content_text":"Streaming giant is doubling down on dystopian reality dating, in the form of ‘Sexy Beasts,’ to lure more subscribers.\n\nNetflixNFLX1.04%and romance have long been a match made in heaven, but now the streaming giant is taking things to another level.\nPerhaps emboldened by the success of recent shows like “The Circle” and “Love Is Blind,” Netflix is now doubling down on dystopian reality dating. According to the trailer, released this week, the new concept will feature “real life singles,” sporting “elaborate makeup and prosthetics” and putting blind date chemistry to the test.\nAfter reporting disappointing subscriber numbersfor the first quarter,Netflix needs new alluring content. Analysts expect the streaming giant to add about 15 million subscribers in the second half of the year, nearly three times the number it is forecasting for the first half.\nAs if dating weren’t already hard enough, contestants on “Sexy Beasts” are expected to find love while looking like a panda or a mouse.The trailer features a suave alienin a bowling alley chatting to his date, an apparent cross between a dolphin and a platypus, stating that “personality, for me, is everything.” Others—especially a beaver who candidly describes his favorite physical feature—are at least honest.\nIf nothing else, viewers will be in it for catfights.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444329,"gmtCreate":1624785705561,"gmtModify":1633948629432,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD&nbsp;","listText":"DYODD&nbsp;","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444329","repostId":"1115527757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124444084,"gmtCreate":1624785689748,"gmtModify":1633948629677,"author":{"id":"3562623674532361","authorId":"3562623674532361","name":"Jiawei81","avatar":"https://static.tigerbbs.com/85c5b40b646bbe41b7440c3753b3e1d5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562623674532361","authorIdStr":"3562623674532361"},"themes":[],"htmlText":"DYODD","listText":"DYODD","text":"DYODD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124444084","repostId":"2146746520","repostType":4,"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}