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Khoo12

Khoo12

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2022-01-14

Hmmmm

3 Meme Stocks That Are Actually Solid Long-Term Picks<blockquote>3 只实际上是可靠的长期选择的模因股票</blockquote>

2022-01-07

[Smile] [Smile]

抱歉，原内容已删除

2021-12-28

Yes

抱歉，原内容已删除

2021-12-20

Great

抱歉，原内容已删除

2021-12-20

[Smile] [Smile]

5 Stocks To Watch For December 20, 2021<blockquote>2021 年 12 月 20 日值得关注的 5 只股票</blockquote>

2021-12-20

Hmmm

抱歉，原内容已删除

2021-12-19

Hmm..yes

Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>

2021-12-17

[Smile] [Smile]

Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>

2021-12-16

[Smile] [Smile]

抱歉，原内容已删除

2021-12-16

Great

Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>

2021-12-15

Hmmm

Disney Stock: Jim Cramer Says It's Time to Buy. Is It?<blockquote>迪士尼股票：吉姆·克莱默表示是时候买入了。是吗？</blockquote>

2021-12-14

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抱歉，原内容已删除

2021-12-13

[Smile] [Smile]

3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022 年及以后值得购买的 3 只增压电动汽车股票</blockquote>

2021-12-12

Yes

抱歉，原内容已删除

2021-12-10

[Smile] [Smile]

Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>

2021-12-09

Yes

抱歉，原内容已删除

2021-12-08

Yes….

Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</blockquote>

2021-12-07

[Smile] [Smile]

抱歉，原内容已删除

2021-12-04

[Sad]

Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote>

2021-12-02

Hmmm

抱歉，原内容已删除

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19:34","market":"us","language":"en","title":"3 Meme Stocks That Are Actually Solid Long-Term Picks<blockquote>3 只实际上是可靠的长期选择的模因股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144666508","media":"Motley Fool","summary":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, so","content":"<p><html><head></head><body>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.</p><p><blockquote><html><head></head><body>2021年的模因股票热潮无疑是一个历史上独特的市场环境。许多股票，有些被严重做空，有些只是有趣的投机性增长股票，都大幅上涨——通常在很短的时间内上涨一倍、三倍或更多。几个月来，许多投资者经历了一场过山车般的旅程。</body></html></blockquote></p><p>To be sure, most meme stocks aren&#39;t worth buying as long-term investments. For example, it&#39;s tough to make a long-term investment case for <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>.</b> On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there&#39;s been a massive correction in many high-growth stocks.</p><p><blockquote>可以肯定的是，大多数模因股票不值得作为长期投资购买。例如，很难为<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>.</b>另一方面，有一些股票陷入了迷因股票交易，看起来像是可靠的长期投资。现在许多高增长股票都出现了大幅调整，这一点尤其正确。</blockquote></p><p><b>A massive opportunity and a great strategy</b></p><p><blockquote><b>巨大的机遇和伟大的战略</b></blockquote></p><p><b>Offerpad</b>(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad&#39;s core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.</p><p><blockquote><b>祭品垫</b>（纽约证券交易所股票代码：OPAD）是一家房地产公司，是所谓的iBuyer或即时买家。Offerpad的核心业务包括直接从卖家手中购买房屋，进行外观维修，然后直接卖给买家，希望在这个过程中赚取利润。</blockquote></p><p>However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won&#39;t be consistently profitable for some time, it isn&#39;t that far from it right now.</p><p><blockquote>然而，有几件事使Offerpad与其同行集团（实际上只由另外两家公司组成）区分开来。为了<a href=\"https://laohu8.com/S/AONE.U\">一</a>事实上，Offerpad是唯一一家更注重效率而不是全面增长的iBuyer。它的单位经济效益比同行要好，虽然它在一段时间内不会持续盈利，但现在离它也不远了。</blockquote></p><p>Second, Offerpad isn&#39;t necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.</p><p><blockquote>其次，Offerpad 不一定试图完全取代公开市场房屋销售。其Offerpad Flex产品鼓励客户在公开市场上（通过Offerpad合作伙伴代理）挂牌出售他们的房屋，并在他们厌倦了传统的销售流程时，为他们提供现金报价，让他们保留在口袋里。</blockquote></p><p>Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.</p><p><blockquote>在 2021 年底特殊目的收购公司 (SPAC) 合并完成后，Offerpad 变得有点模因化，从 SPAC 前的 10 美元估值一度飙升至近 21 美元。现在 SPAC 热潮已经降温，Offerpad 已跌至 6 美元以下，与最近许多其他 SPAC 目标一致。但毫无疑问，这是一个具有巨大市场机会的真实企业。</blockquote></p><p><b>Tons of disruptive potential</b></p><p><blockquote><b>巨大的颠覆性潜力</b></blockquote></p><p>One of the most discussed stocks in some of the most popular trader chat rooms in 2021, <a href=\"https://laohu8.com/S/SOFI\"><b>SoFi</b></a>, went public through a Chamath Palihapitiya-backed SPAC last year (this was &#34;IPOE&#34; for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.</p><p><blockquote>2021 年一些最受欢迎的交易者聊天室中讨论最多的股票之一，<a href=\"https://laohu8.com/S/SOFI\"><b>索菲</b></a>去年通过 Chamath Palihapitiya 支持的 SPAC 上市（对于那些关注 Palihapitiya 的人来说，这是“IPOE”）。它最初是一家私人学生贷款公司，但后来发展成为一个金融生态系统，提供全系列贷款产品、信用卡、银行账户、经纪账户等。该公司还拥有伽利略金融服务API和支付平台，该平台为合作伙伴运营的8900万个金融账户提供功能。</blockquote></p><p>To say SoFi&#39;s growth has been phenomenal would be an understatement. Thefintech&#39;suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it&#39;s on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.</p><p><blockquote>如果说 SoFi 的增长令人瞩目，那就轻描淡写了。过去一年，金融科技的用户群几乎翻了一番，达到290多万会员，这些用户大约有430万种不同的金融产品。在非贷款业务方面，增长尤其令人印象深刻，截至 2021 年第三季度，产品同比增长 179%。</blockquote></p><p>SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.</p><p><blockquote>SoFi有能力成为传统银行模式的真正颠覆者，并正在采取所有正确的举措，以可持续的方式扩大其业务。过去两个月股价下跌了 36%，现在可能是打折增持的好时机。</blockquote></p><p><b>The most exciting growth is yet to come</b></p><p><blockquote><b>最令人兴奋的增长还在后头</b></blockquote></p><p>Last but certainly not least, insurance disruptor <a href=\"https://laohu8.com/S/LMND\"><b>Lemonade</b></a> has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.</p><p><blockquote>最后但肯定不是最不重要的，保险颠覆者<a href=\"https://laohu8.com/S/LMND\"><b>柠檬汽水</b></a>一直是近期成长型股票逆风的一大受害者，过去几个月股价下跌了约 35%，总共较历史高点下跌了 80%。</blockquote></p><p>Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company&#39;s core business of renters and homeowners insurance, customer feedback has been incredibly strong.</p><p><blockquote>Lemonade是一家保险技术公司，旨在提供一种更好的方式来获取保险报价、购买保单和提交索赔。在该公司的核心业务租户和房主保险中，客户反馈非常强烈。</blockquote></p><p>However, it&#39;s the rollout of Lemonade Car, the company&#39;s much-anticipated auto insurance product -- along with the pending acquisition of <b>Metromile</b>(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.</p><p><blockquote>然而，该公司备受期待的汽车保险产品 Lemonade Car 的推出，以及即将收购的<b>地铁英里</b>（纳斯达克股票代码：MILE）——柠檬水可以加快产品的上市速度并快速扩大业务规模。如果该公司能够复制其在汽车领域早期保险的成功，并能够控制损失率，那么柠檬水可能会成为耐心投资者的大赢家。</blockquote></p><p>Remember what you&#39;re buying</p><p><blockquote>记住你买的是什么</blockquote></p><p></p><p>To be sure, these three stocks are real businesses with great long-term growth opportunities. However, it&#39;s important to keep in mind that while the &#34;meme stock&#34; craze has died down, that doesn&#39;t mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it&#39;s important to be prepared for that possibility.</p><p><blockquote>可以肯定的是，这三只股票都是真正的企业，具有巨大的长期增长机会。然而，重要的是要记住，虽然“迷因股票”热潮已经平息，但这并不意味着它已经永久消失。如果它回来，这三只股票都可能经历相当大的过山车之旅。在您将这些添加到您的投资组合中之前，为这种可能性做好准备是很重要的。</blockquote></p><p></body></html></p><p><blockquote></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 That Are Actually Solid Long-Term Picks<blockquote>3 只实际上是可靠的长期选择的模因股票</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 That Are Actually Solid Long-Term Picks<blockquote>3 只实际上是可靠的长期选择的模因股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-14 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.</p><p><blockquote><html><head></head><body>2021年的模因股票热潮无疑是一个历史上独特的市场环境。许多股票，有些被严重做空，有些只是有趣的投机性增长股票，都大幅上涨——通常在很短的时间内上涨一倍、三倍或更多。几个月来，许多投资者经历了一场过山车般的旅程。</body></html></blockquote></p><p>To be sure, most meme stocks aren&#39;t worth buying as long-term investments. For example, it&#39;s tough to make a long-term investment case for <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>.</b> On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there&#39;s been a massive correction in many high-growth stocks.</p><p><blockquote>可以肯定的是，大多数模因股票不值得作为长期投资购买。例如，很难为<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>.</b>另一方面，有一些股票陷入了迷因股票交易，看起来像是可靠的长期投资。现在许多高增长股票都出现了大幅调整，这一点尤其正确。</blockquote></p><p><b>A massive opportunity and a great strategy</b></p><p><blockquote><b>巨大的机遇和伟大的战略</b></blockquote></p><p><b>Offerpad</b>(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad&#39;s core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.</p><p><blockquote><b>祭品垫</b>（纽约证券交易所股票代码：OPAD）是一家房地产公司，是所谓的iBuyer或即时买家。Offerpad的核心业务包括直接从卖家手中购买房屋，进行外观维修，然后直接卖给买家，希望在这个过程中赚取利润。</blockquote></p><p>However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won&#39;t be consistently profitable for some time, it isn&#39;t that far from it right now.</p><p><blockquote>然而，有几件事使Offerpad与其同行集团（实际上只由另外两家公司组成）区分开来。为了<a href=\"https://laohu8.com/S/AONE.U\">一</a>事实上，Offerpad是唯一一家更注重效率而不是全面增长的iBuyer。它的单位经济效益比同行要好，虽然它在一段时间内不会持续盈利，但现在离它也不远了。</blockquote></p><p>Second, Offerpad isn&#39;t necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.</p><p><blockquote>其次，Offerpad 不一定试图完全取代公开市场房屋销售。其Offerpad Flex产品鼓励客户在公开市场上（通过Offerpad合作伙伴代理）挂牌出售他们的房屋，并在他们厌倦了传统的销售流程时，为他们提供现金报价，让他们保留在口袋里。</blockquote></p><p>Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.</p><p><blockquote>在 2021 年底特殊目的收购公司 (SPAC) 合并完成后，Offerpad 变得有点模因化，从 SPAC 前的 10 美元估值一度飙升至近 21 美元。现在 SPAC 热潮已经降温，Offerpad 已跌至 6 美元以下，与最近许多其他 SPAC 目标一致。但毫无疑问，这是一个具有巨大市场机会的真实企业。</blockquote></p><p><b>Tons of disruptive potential</b></p><p><blockquote><b>巨大的颠覆性潜力</b></blockquote></p><p>One of the most discussed stocks in some of the most popular trader chat rooms in 2021, <a href=\"https://laohu8.com/S/SOFI\"><b>SoFi</b></a>, went public through a Chamath Palihapitiya-backed SPAC last year (this was &#34;IPOE&#34; for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.</p><p><blockquote>2021 年一些最受欢迎的交易者聊天室中讨论最多的股票之一，<a href=\"https://laohu8.com/S/SOFI\"><b>索菲</b></a>去年通过 Chamath Palihapitiya 支持的 SPAC 上市（对于那些关注 Palihapitiya 的人来说，这是“IPOE”）。它最初是一家私人学生贷款公司，但后来发展成为一个金融生态系统，提供全系列贷款产品、信用卡、银行账户、经纪账户等。该公司还拥有伽利略金融服务API和支付平台，该平台为合作伙伴运营的8900万个金融账户提供功能。</blockquote></p><p>To say SoFi&#39;s growth has been phenomenal would be an understatement. Thefintech&#39;suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it&#39;s on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.</p><p><blockquote>如果说 SoFi 的增长令人瞩目，那就轻描淡写了。过去一年，金融科技的用户群几乎翻了一番，达到290多万会员，这些用户大约有430万种不同的金融产品。在非贷款业务方面，增长尤其令人印象深刻，截至 2021 年第三季度，产品同比增长 179%。</blockquote></p><p>SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.</p><p><blockquote>SoFi有能力成为传统银行模式的真正颠覆者，并正在采取所有正确的举措，以可持续的方式扩大其业务。过去两个月股价下跌了 36%，现在可能是打折增持的好时机。</blockquote></p><p><b>The most exciting growth is yet to come</b></p><p><blockquote><b>最令人兴奋的增长还在后头</b></blockquote></p><p>Last but certainly not least, insurance disruptor <a href=\"https://laohu8.com/S/LMND\"><b>Lemonade</b></a> has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.</p><p><blockquote>最后但肯定不是最不重要的，保险颠覆者<a href=\"https://laohu8.com/S/LMND\"><b>柠檬汽水</b></a>一直是近期成长型股票逆风的一大受害者，过去几个月股价下跌了约 35%，总共较历史高点下跌了 80%。</blockquote></p><p>Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company&#39;s core business of renters and homeowners insurance, customer feedback has been incredibly strong.</p><p><blockquote>Lemonade是一家保险技术公司，旨在提供一种更好的方式来获取保险报价、购买保单和提交索赔。在该公司的核心业务租户和房主保险中，客户反馈非常强烈。</blockquote></p><p>However, it&#39;s the rollout of Lemonade Car, the company&#39;s much-anticipated auto insurance product -- along with the pending acquisition of <b>Metromile</b>(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.</p><p><blockquote>然而，该公司备受期待的汽车保险产品 Lemonade Car 的推出，以及即将收购的<b>地铁英里</b>（纳斯达克股票代码：MILE）——柠檬水可以加快产品的上市速度并快速扩大业务规模。如果该公司能够复制其在汽车领域早期保险的成功，并能够控制损失率，那么柠檬水可能会成为耐心投资者的大赢家。</blockquote></p><p>Remember what you&#39;re buying</p><p><blockquote>记住你买的是什么</blockquote></p><p></p><p>To be sure, these three stocks are real businesses with great long-term growth opportunities. However, it&#39;s important to keep in mind that while the &#34;meme stock&#34; craze has died down, that doesn&#39;t mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it&#39;s important to be prepared for that possibility.</p><p><blockquote>可以肯定的是，这三只股票都是真正的企业，具有巨大的长期增长机会。然而，重要的是要记住，虽然“迷因股票”热潮已经平息，但这并不意味着它已经永久消失。如果它回来，这三只股票都可能经历相当大的过山车之旅。在您将这些添加到您的投资组合中之前，为这种可能性做好准备是很重要的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","OPAD":"Offerpad Solutions","LMND":"Lemonade, Inc.","SOFI":"SoFi Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144666508","content_text":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.To be sure, most meme stocks aren't worth buying as long-term investments. For example, it's tough to make a long-term investment case for AMC Entertainment. On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there's been a massive correction in many high-growth stocks.A massive opportunity and a great strategyOfferpad(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad's core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For one thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won't be consistently profitable for some time, it isn't that far from it right now.Second, Offerpad isn't necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.Tons of disruptive potentialOne of the most discussed stocks in some of the most popular trader chat rooms in 2021, SoFi, went public through a Chamath Palihapitiya-backed SPAC last year (this was \"IPOE\" for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.To say SoFi's growth has been phenomenal would be an understatement. Thefintech'suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it's on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.The most exciting growth is yet to comeLast but certainly not least, insurance disruptor Lemonade has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company's core business of renters and homeowners insurance, customer feedback has been incredibly strong.However, it's the rollout of Lemonade Car, the company's much-anticipated auto insurance product -- along with the pending acquisition of Metromile(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.Remember what you're buyingTo be sure, these three stocks are real businesses with great long-term growth opportunities. However, it's important to keep in mind that while the \"meme stock\" craze has died down, that doesn't mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it's important to be prepared for that possibility.","news_type":1,"symbols_score_info":{"AMC":0.9,"LMND":0.9,"SOFI":0.9,"OPAD":0.9}},"isVote":1,"tweetType":1,"viewCount":4749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695450672,"gmtCreate":1641556277717,"gmtModify":1641556278106,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695450672","repostId":"1150780637","repostType":4,"isVote":1,"tweetType":1,"viewCount":3568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696664901,"gmtCreate":1640685096698,"gmtModify":1640685637341,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696664901","repostId":"1192124660","repostType":4,"isVote":1,"tweetType":1,"viewCount":4945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693881759,"gmtCreate":1640000803701,"gmtModify":1640000804157,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693881759","repostId":"1109845349","repostType":4,"isVote":1,"tweetType":1,"viewCount":3290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693817897,"gmtCreate":1640000155385,"gmtModify":1640000155824,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693817897","repostId":"1118924569","repostType":4,"repost":{"id":"1118924569","kind":"news","pubTimestamp":1639992239,"share":"https://www.laohunote.com/m/news/1118924569?lang=zh_CN&edition=full","pubTime":"2021-12-20 17:23","market":"us","language":"en","title":"5 Stocks To Watch For December 20, 2021<blockquote>2021 年 12 月 20 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118924569","media":"Benzinga","summary":"Wall Street expects Carnival Corporation to report a quarterly loss at $1.27 per share on revenue of","content":"<p><div> Wall Street expects Carnival Corporation to report a quarterly loss at $1.27 per share on revenue of $1.34 billion before the opening bell. Carnival shares slipped 0.4% to $18.20 in after-hours ...</p><p><blockquote><div>华尔街预计嘉年华公司将公布季度亏损，每股亏损 1.27 美元，开盘前营收为 13.4 亿美元。嘉年华股价盘后下跌 0.4%，至 18.20 美元……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24692972/5-stocks-to-watch-for-december-20-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24692972/5-stocks-to-watch-for-december-20-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks To Watch For December 20, 2021<blockquote>2021 年 12 月 20 日值得关注的 5 只股票</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\">\n5 Stocks To Watch For December 20, 2021<blockquote>2021 年 12 月 20 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-20 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Carnival Corporation to report a quarterly loss at $1.27 per share on revenue of $1.34 billion before the opening bell. Carnival shares slipped 0.4% to $18.20 in after-hours ...</p><p><blockquote><div>华尔街预计嘉年华公司将公布季度亏损，每股亏损 1.27 美元，开盘前营收为 13.4 亿美元。嘉年华股价盘后下跌 0.4%，至 18.20 美元……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24692972/5-stocks-to-watch-for-december-20-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24692972/5-stocks-to-watch-for-december-20-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/12/24692972/5-stocks-to-watch-for-december-20-2021\">Benzinga</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":{"CCL":"嘉年华邮轮","LW":"Lamb Weston Holdings, Inc.","ARGX":"Argenx SE","MU":"美光科技","NKE":"耐克"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24692972/5-stocks-to-watch-for-december-20-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118924569","content_text":"Wall Street expects Carnival Corporation to report a quarterly loss at $1.27 per share on revenue of $1.34 billion before the opening bell. Carnival shares slipped 0.4% to $18.20 in after-hours trading.\nargenx SE reported the FDA approval VYVGART for the treatment of generalized myasthenia gravis. argenx shares gained 4.8% to $325.00 in the after-hours trading session.\nAnalysts are expecting NIKE, Inc. to have earned $0.63 per share on revenue of $11.26 billion for the latest quarter. The company will release earnings after the markets close. Nike shares gained 0.5% to $162.19 in after-hours trading.\nLamb Weston Holdings, Inc. boosted its quarterly dividend from $0.235 to $0.245 per share and added $250 million to its existing share repurchase program. Lamb Weston shares gained 0.4% to $58.25 in the after-hours trading session.\nAnalysts expect Micron Technology, Inc. to report quarterly earnings at $2.11 per share on revenue of $7.67 billion after the closing bell. Micron shares gained 1% to $83.80 in after-hours trading.","news_type":1,"symbols_score_info":{"LW":0.9,"ARGX":0.9,"NKE":0.9,"MU":0.9,"CCL":0.9}},"isVote":1,"tweetType":1,"viewCount":4758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693814701,"gmtCreate":1640000069063,"gmtModify":1640000069475,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693814701","repostId":"1143613518","repostType":4,"isVote":1,"tweetType":1,"viewCount":5087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699761596,"gmtCreate":1639900301109,"gmtModify":1639900301542,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Hmm..yes","listText":"Hmm..yes","text":"Hmm..yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699761596","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohunote.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示，ET5 借鉴了 ET7 的流体轮廓，并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元（51,450美元）的价格购买75kWh电池组版本的ET5，以386,000元（60,550美元）的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶，据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来（蔚来）活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来（蔚来）表示，目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动，请关注周一蔚来（蔚来）的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票，了解一些股价波动。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</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\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示，ET5 借鉴了 ET7 的流体轮廓，并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元（51,450美元）的价格购买75kWh电池组版本的ET5，以386,000元（60,550美元）的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶，据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来（蔚来）活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来（蔚来）表示，目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动，请关注周一蔚来（蔚来）的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票，了解一些股价波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio  unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699044600,"gmtCreate":1639729298297,"gmtModify":1639729298728,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699044600","repostId":"1156042491","repostType":4,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohunote.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AMD":"美国超微公司","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"AMD":0.9,"QCOM":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":4190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690630168,"gmtCreate":1639661978619,"gmtModify":1639661979041,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690630168","repostId":"2191910910","repostType":4,"isVote":1,"tweetType":1,"viewCount":5054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690306581,"gmtCreate":1639628335992,"gmtModify":1639628336447,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690306581","repostId":"1156000862","repostType":4,"repost":{"id":"1156000862","kind":"news","pubTimestamp":1639622579,"share":"https://www.laohunote.com/m/news/1156000862?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:42","market":"us","language":"en","title":"Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156000862","media":"Motley Fool","summary":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Rese","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p><p><blockquote>股份<b>苹果</b>美联储发表声明后，（纳斯达克股票代码：AAPL）周三上涨近 3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising&nbsp;inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p><p><blockquote>美联储计划以更快的速度缩减资产购买规模，以应对不断上升的通胀。这一消息是在 11 月份批发价格飙升创纪录的 9.6% 之后发布的。</blockquote></p><p> This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p><p><blockquote>此次缩减规模使美联储有望在明年开始加息。联邦公开市场委员会成员预测 2022 年将加息三次。</blockquote></p><p> While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p><p><blockquote>虽然刺激措施的减少和加息前景通常不是股市的看涨指标，但这些公告在很大程度上符合市场预期。投资者似乎松了一口气，因为美联储没有计划采取更激进的行动来对抗通胀，主要股指飙升。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p><p><blockquote>这一消息让投资者将注意力从宏观经济因素上转移开来，重新关注苹果的核心业务基本面和增长前景——这是这家科技巨头大放异彩的两个领域。</blockquote></p><p> A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p><p><blockquote>5G升级周期正在推动iPhone的销售，而苹果高性能M1芯片的好评正在推动Mac和iPad的销售。这些趋势加在一起，可能会进一步推动这家科技巨头本已巨额利润。</blockquote></p><p> Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p><p><blockquote>此外，分析师对苹果的虚拟和增强现实计划以及其秘密的自动驾驶汽车项目很感兴趣。他们的兴奋是显而易见的，几位分析师最近提高了对苹果股票的价格预测，部分原因是这些新产品的潜力。</blockquote></p><p> With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</p><p><blockquote>随着今天的美联储声明和随后的市场反弹似乎表明再次购买高增长股票是可以的，许多投资者决定购买苹果股票，其股价也随之上涨。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of&nbsp;<b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p><p><blockquote>股份<b>苹果</b>美联储发表声明后，（纳斯达克股票代码：AAPL）周三上涨近 3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising&nbsp;inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p><p><blockquote>美联储计划以更快的速度缩减资产购买规模，以应对不断上升的通胀。这一消息是在 11 月份批发价格飙升创纪录的 9.6% 之后发布的。</blockquote></p><p> This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p><p><blockquote>此次缩减规模使美联储有望在明年开始加息。联邦公开市场委员会成员预测 2022 年将加息三次。</blockquote></p><p> While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p><p><blockquote>虽然刺激措施的减少和加息前景通常不是股市的看涨指标，但这些公告在很大程度上符合市场预期。投资者似乎松了一口气，因为美联储没有计划采取更激进的行动来对抗通胀，主要股指飙升。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p><p><blockquote>这一消息让投资者将注意力从宏观经济因素上转移开来，重新关注苹果的核心业务基本面和增长前景——这是这家科技巨头大放异彩的两个领域。</blockquote></p><p> A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p><p><blockquote>5G升级周期正在推动iPhone的销售，而苹果高性能M1芯片的好评正在推动Mac和iPad的销售。这些趋势加在一起，可能会进一步推动这家科技巨头本已巨额利润。</blockquote></p><p> Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p><p><blockquote>此外，分析师对苹果的虚拟和增强现实计划以及其秘密的自动驾驶汽车项目很感兴趣。他们的兴奋是显而易见的，几位分析师最近提高了对苹果股票的价格预测，部分原因是这些新产品的潜力。</blockquote></p><p> With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</p><p><blockquote>随着今天的美联储声明和随后的市场反弹似乎表明再次购买高增长股票是可以的，许多投资者决定购买苹果股票，其股价也随之上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156000862","content_text":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.\nThis tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.\nWhile a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.\nNow what\nThe news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.\nA 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.\nAdditionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.\nWith today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607567294,"gmtCreate":1639565573565,"gmtModify":1639565575294,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607567294","repostId":"1107304331","repostType":4,"repost":{"id":"1107304331","kind":"news","pubTimestamp":1639549632,"share":"https://www.laohunote.com/m/news/1107304331?lang=zh_CN&edition=full","pubTime":"2021-12-15 14:27","market":"us","language":"en","title":"Disney Stock: Jim Cramer Says It's Time to Buy. Is It?<blockquote>迪士尼股票：吉姆·克莱默表示是时候买入了。是吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107304331","media":"TheStreet","summary":"The Mad Money host believes this is an opportunity to buy a great company at an even better price. I","content":"<p>The Mad Money host believes this is an opportunity to buy a great company at an even better price. Is it time to purchase Disney shares?</p><p><blockquote>Mad Money 主持人认为这是一个以更好的价格收购一家伟大公司的机会。是时候购买迪士尼股票了吗？</blockquote></p><p> D<b>isney</b>&nbsp;was founded in 1923, so it’s no stranger to volatility. The company has survived recessions, depressions, wars, and all other manner of calamity.</p><p><blockquote>D<b>伊斯尼</b>该公司成立于 1923 年，因此对波动并不陌生。该公司经历了经济衰退、萧条、战争和所有其他形式的灾难。</blockquote></p><p> But fast-forward to 2020 and the unique challenges COVID-19 presented us with. Disney reported that the virus – which shut movie theaters and theme parks – wiped more than $6 billion off the company’s bottom line last year.</p><p><blockquote>但是快进到2020年，新冠肺炎给我们带来了独特的挑战。迪士尼报告称，这种病毒导致电影院和主题公园关闭，去年公司的利润损失了 60 多亿美元。</blockquote></p><p> And just when things started to get better, they took a turn for the worse. During Disney’s most recent earnings call, it announced that subscriber growth for its video streaming service had reduced to its slowest pace in two years.</p><p><blockquote>就在事情开始好转的时候，情况却变得更糟了。在迪斯尼最近的财报看涨期权上，迪斯尼宣布其视频流媒体服务的用户增长速度已降至两年来的最低水平。</blockquote></p><p> Plus, uncertainty over new COVID-19 variants has many Mouseketeers wondering if the company may shut its theme parks down or suspend its cruises again.</p><p><blockquote>此外，新冠肺炎变种的不确定性让许多捕鼠器想知道该公司是否会关闭其主题公园或再次暂停其游轮。</blockquote></p><p> Those worries have led to new volatility in Disney’s stock.</p><p><blockquote>这些担忧导致迪士尼股价出现新的波动。</blockquote></p><p> Right now, Disney shares are trading around $150. That’s nearly $50 below their all-time high in March 2021.</p><p><blockquote>目前，迪士尼股价约为 150 美元。这比 2021 年 3 月的历史最高点低了近 50 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e020b3b37bdfbaed6852f47b41636b3d\" tg-width=\"704\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney stock price throughout 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：2021年全年迪士尼股价。</span></p></blockquote></p><p> But even though Disney looks to be on the decline, there are still investors who believe right now is a great time to buy its shares. Among them is Jim Cramer, host of CNBC’s&nbsp;<i>Mad Money</i>.</p><p><blockquote>尽管迪士尼看起来正在下滑，但仍有投资者认为现在是购买其股票的好时机。其中包括 CNBC 的主持人吉姆-克莱默。<i>疯狂的钱</i>.</blockquote></p><p> Let’s dig into why Cramer thinks investors should pay attention to DIS in the coming months.</p><p><blockquote>让我们深入探讨一下为什么克莱默认为投资者应该在未来几个月关注 DIS。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43949a100665b5ceb4b8a647ee6f93\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 2: MadMoney's Jim Cramer.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：疯狂金钱的吉姆·克莱默。</span></p></blockquote></p><p> <b>Where Jim Cramer Thinks Disney Is Headed</b></p><p><blockquote><b>吉姆·克莱默认为迪士尼的发展方向</b></blockquote></p><p> The CNBC host recently&nbsp;told viewers&nbsp;he believes Disney is a buy, even after losing one-third of its share price since March.</p><p><blockquote>这位 CNBC 主持人最近告诉观众，他认为迪士尼值得买入，尽管自 3 月份以来其股价下跌了三分之一。</blockquote></p><p> He also said that – although a few analysts believe DIS is currently overvalued – the stock is actually<i>undervalued</i>, considering its expectations for 2022.</p><p><blockquote>他还表示，尽管一些分析师认为 DIS 目前被高估，但该股实际上<i>被低估</i>考虑到其对 2022 年的预期。</blockquote></p><p> Hopefully, theme parks and movie theaters will remain open for the entirety of next year. That should seriously increase Disney’s revenue and cash flow.</p><p><blockquote>希望主题公园和电影院明年全年都能继续开放。这将大大增加迪士尼的收入和现金流。</blockquote></p><p> In addition, Cramer isn’t worried about the recent underwhelming results from Disney+, the company’s video streaming service. He believes that Disney can boost those numbers back up with new content, especially hotly anticipated titles like the next season of&nbsp;<i>The Mandalorian.</i></p><p><blockquote>此外，克莱默并不担心该公司的视频流媒体服务 Disney+ 最近业绩不佳。他相信迪士尼可以通过新内容来提高这些数字，尤其是像下一季这样备受期待的作品<i>曼达洛人。</i></blockquote></p><p> Cramer emphasized to his viewers that it’s Disney’s<i>stock</i>that’s “broken,” not the company. He pointed out that Disney is an icon that isn’t going to just go away.</p><p><blockquote>克莱默向观众强调，这是迪士尼的<i>股票</i>那是 “破产”，而不是公司。他指出，迪士尼是一个不会就此消失的偶像。</blockquote></p><p> As a whole, the market has a very optimistic forecast for Disney in 2022. The consensus expects its earnings per share (EPS) growth to improve 99% year-over-year during the first quarter.</p><p><blockquote>总体而言，市场对迪士尼2022年的预测非常乐观。市场普遍预计第一季度每股收益 (EPS) 同比增长 99%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dbc52658473ec077c7754cb5950793f\" tg-width=\"700\" tg-height=\"323\" width=\"100%\" height=\"auto\"><span>Figure 3: DIS EPS surprise &amp; estimates by quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：按季度划分的 DIS EPS 惊喜和估计。</span></p></blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> Disney is nearly a century old and has a brand that’s recognized throughout the world.</p><p><blockquote>迪士尼已有近百年的历史，其品牌享誉全球。</blockquote></p><p> The pandemic has certainly affected the company, and its stock has underperformed the market. But Disney has continued to invest in business segments that keep it a nimble and diverse company.</p><p><blockquote>疫情无疑影响了该公司，其股票表现逊于市场。但迪士尼继续投资于业务部门，使其保持灵活和多元化的公司。</blockquote></p><p> For example, Disney+ has nearly 120 million subscribers right now. That number is expected to grow to 230 million in 2024.</p><p><blockquote>例如，Disney+现在有近1.2亿用户。预计到 2024 年，这一数字将增长至 2.3 亿。</blockquote></p><p> DIS shares might currently be cheaper than they’ve been in a few months. But that’s a buying opportunity for investors who believe the company should continue to increase its profits for years to come.</p><p><blockquote>DIS 目前的股价可能比几个月前还要便宜。但对于认为该公司未来几年应继续增加利润的投资者来说，这是一个买入机会。</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>Disney Stock: Jim Cramer Says It's Time to Buy. Is It?<blockquote>迪士尼股票：吉姆·克莱默表示是时候买入了。是吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Stock: Jim Cramer Says It's Time to Buy. Is It?<blockquote>迪士尼股票：吉姆·克莱默表示是时候买入了。是吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-15 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Mad Money host believes this is an opportunity to buy a great company at an even better price. Is it time to purchase Disney shares?</p><p><blockquote>Mad Money 主持人认为这是一个以更好的价格收购一家伟大公司的机会。是时候购买迪士尼股票了吗？</blockquote></p><p> D<b>isney</b>&nbsp;was founded in 1923, so it’s no stranger to volatility. The company has survived recessions, depressions, wars, and all other manner of calamity.</p><p><blockquote>D<b>伊斯尼</b>该公司成立于 1923 年，因此对波动并不陌生。该公司经历了经济衰退、萧条、战争和所有其他形式的灾难。</blockquote></p><p> But fast-forward to 2020 and the unique challenges COVID-19 presented us with. Disney reported that the virus – which shut movie theaters and theme parks – wiped more than $6 billion off the company’s bottom line last year.</p><p><blockquote>但是快进到2020年，新冠肺炎给我们带来了独特的挑战。迪士尼报告称，这种病毒导致电影院和主题公园关闭，去年公司的利润损失了 60 多亿美元。</blockquote></p><p> And just when things started to get better, they took a turn for the worse. During Disney’s most recent earnings call, it announced that subscriber growth for its video streaming service had reduced to its slowest pace in two years.</p><p><blockquote>就在事情开始好转的时候，情况却变得更糟了。在迪斯尼最近的财报看涨期权上，迪斯尼宣布其视频流媒体服务的用户增长速度已降至两年来的最低水平。</blockquote></p><p> Plus, uncertainty over new COVID-19 variants has many Mouseketeers wondering if the company may shut its theme parks down or suspend its cruises again.</p><p><blockquote>此外，新冠肺炎变种的不确定性让许多捕鼠器想知道该公司是否会关闭其主题公园或再次暂停其游轮。</blockquote></p><p> Those worries have led to new volatility in Disney’s stock.</p><p><blockquote>这些担忧导致迪士尼股价出现新的波动。</blockquote></p><p> Right now, Disney shares are trading around $150. That’s nearly $50 below their all-time high in March 2021.</p><p><blockquote>目前，迪士尼股价约为 150 美元。这比 2021 年 3 月的历史最高点低了近 50 美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e020b3b37bdfbaed6852f47b41636b3d\" tg-width=\"704\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney stock price throughout 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：2021年全年迪士尼股价。</span></p></blockquote></p><p> But even though Disney looks to be on the decline, there are still investors who believe right now is a great time to buy its shares. Among them is Jim Cramer, host of CNBC’s&nbsp;<i>Mad Money</i>.</p><p><blockquote>尽管迪士尼看起来正在下滑，但仍有投资者认为现在是购买其股票的好时机。其中包括 CNBC 的主持人吉姆-克莱默。<i>疯狂的钱</i>.</blockquote></p><p> Let’s dig into why Cramer thinks investors should pay attention to DIS in the coming months.</p><p><blockquote>让我们深入探讨一下为什么克莱默认为投资者应该在未来几个月关注 DIS。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43949a100665b5ceb4b8a647ee6f93\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 2: MadMoney's Jim Cramer.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：疯狂金钱的吉姆·克莱默。</span></p></blockquote></p><p> <b>Where Jim Cramer Thinks Disney Is Headed</b></p><p><blockquote><b>吉姆·克莱默认为迪士尼的发展方向</b></blockquote></p><p> The CNBC host recently&nbsp;told viewers&nbsp;he believes Disney is a buy, even after losing one-third of its share price since March.</p><p><blockquote>这位 CNBC 主持人最近告诉观众，他认为迪士尼值得买入，尽管自 3 月份以来其股价下跌了三分之一。</blockquote></p><p> He also said that – although a few analysts believe DIS is currently overvalued – the stock is actually<i>undervalued</i>, considering its expectations for 2022.</p><p><blockquote>他还表示，尽管一些分析师认为 DIS 目前被高估，但该股实际上<i>被低估</i>考虑到其对 2022 年的预期。</blockquote></p><p> Hopefully, theme parks and movie theaters will remain open for the entirety of next year. That should seriously increase Disney’s revenue and cash flow.</p><p><blockquote>希望主题公园和电影院明年全年都能继续开放。这将大大增加迪士尼的收入和现金流。</blockquote></p><p> In addition, Cramer isn’t worried about the recent underwhelming results from Disney+, the company’s video streaming service. He believes that Disney can boost those numbers back up with new content, especially hotly anticipated titles like the next season of&nbsp;<i>The Mandalorian.</i></p><p><blockquote>此外，克莱默并不担心该公司的视频流媒体服务 Disney+ 最近业绩不佳。他相信迪士尼可以通过新内容来提高这些数字，尤其是像下一季这样备受期待的作品<i>曼达洛人。</i></blockquote></p><p> Cramer emphasized to his viewers that it’s Disney’s<i>stock</i>that’s “broken,” not the company. He pointed out that Disney is an icon that isn’t going to just go away.</p><p><blockquote>克莱默向观众强调，这是迪士尼的<i>股票</i>那是 “破产”，而不是公司。他指出，迪士尼是一个不会就此消失的偶像。</blockquote></p><p> As a whole, the market has a very optimistic forecast for Disney in 2022. The consensus expects its earnings per share (EPS) growth to improve 99% year-over-year during the first quarter.</p><p><blockquote>总体而言，市场对迪士尼2022年的预测非常乐观。市场普遍预计第一季度每股收益 (EPS) 同比增长 99%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dbc52658473ec077c7754cb5950793f\" tg-width=\"700\" tg-height=\"323\" width=\"100%\" height=\"auto\"><span>Figure 3: DIS EPS surprise &amp; estimates by quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：按季度划分的 DIS EPS 惊喜和估计。</span></p></blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> Disney is nearly a century old and has a brand that’s recognized throughout the world.</p><p><blockquote>迪士尼已有近百年的历史，其品牌享誉全球。</blockquote></p><p> The pandemic has certainly affected the company, and its stock has underperformed the market. But Disney has continued to invest in business segments that keep it a nimble and diverse company.</p><p><blockquote>疫情无疑影响了该公司，其股票表现逊于市场。但迪士尼继续投资于业务部门，使其保持灵活和多元化的公司。</blockquote></p><p> For example, Disney+ has nearly 120 million subscribers right now. That number is expected to grow to 230 million in 2024.</p><p><blockquote>例如，Disney+现在有近1.2亿用户。预计到 2024 年，这一数字将增长至 2.3 亿。</blockquote></p><p> DIS shares might currently be cheaper than they’ve been in a few months. But that’s a buying opportunity for investors who believe the company should continue to increase its profits for years to come.</p><p><blockquote>DIS 目前的股价可能比几个月前还要便宜。但对于认为该公司未来几年应继续增加利润的投资者来说，这是一个买入机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-jim-cramer-says-its-time-to-buy-is-it\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-jim-cramer-says-its-time-to-buy-is-it","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107304331","content_text":"The Mad Money host believes this is an opportunity to buy a great company at an even better price. Is it time to purchase Disney shares?\nDisney was founded in 1923, so it’s no stranger to volatility. The company has survived recessions, depressions, wars, and all other manner of calamity.\nBut fast-forward to 2020 and the unique challenges COVID-19 presented us with. Disney reported that the virus – which shut movie theaters and theme parks – wiped more than $6 billion off the company’s bottom line last year.\nAnd just when things started to get better, they took a turn for the worse. During Disney’s most recent earnings call, it announced that subscriber growth for its video streaming service had reduced to its slowest pace in two years.\nPlus, uncertainty over new COVID-19 variants has many Mouseketeers wondering if the company may shut its theme parks down or suspend its cruises again.\nThose worries have led to new volatility in Disney’s stock.\nRight now, Disney shares are trading around $150. That’s nearly $50 below their all-time high in March 2021.\nFigure 1: Disney stock price throughout 2021.\nBut even though Disney looks to be on the decline, there are still investors who believe right now is a great time to buy its shares. Among them is Jim Cramer, host of CNBC’s Mad Money.\nLet’s dig into why Cramer thinks investors should pay attention to DIS in the coming months.\nFigure 2: MadMoney's Jim Cramer.\nWhere Jim Cramer Thinks Disney Is Headed\nThe CNBC host recently told viewers he believes Disney is a buy, even after losing one-third of its share price since March.\nHe also said that – although a few analysts believe DIS is currently overvalued – the stock is actuallyundervalued, considering its expectations for 2022.\nHopefully, theme parks and movie theaters will remain open for the entirety of next year. That should seriously increase Disney’s revenue and cash flow.\nIn addition, Cramer isn’t worried about the recent underwhelming results from Disney+, the company’s video streaming service. He believes that Disney can boost those numbers back up with new content, especially hotly anticipated titles like the next season of The Mandalorian.\nCramer emphasized to his viewers that it’s Disney’sstockthat’s “broken,” not the company. He pointed out that Disney is an icon that isn’t going to just go away.\nAs a whole, the market has a very optimistic forecast for Disney in 2022. The consensus expects its earnings per share (EPS) growth to improve 99% year-over-year during the first quarter.\nFigure 3: DIS EPS surprise & estimates by quarter.\nOur Take\nDisney is nearly a century old and has a brand that’s recognized throughout the world.\nThe pandemic has certainly affected the company, and its stock has underperformed the market. But Disney has continued to invest in business segments that keep it a nimble and diverse company.\nFor example, Disney+ has nearly 120 million subscribers right now. That number is expected to grow to 230 million in 2024.\nDIS shares might currently be cheaper than they’ve been in a few months. But that’s a buying opportunity for investors who believe the company should continue to increase its profits for years to come.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607309825,"gmtCreate":1639483355146,"gmtModify":1639483355993,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607309825","repostId":"1173091687","repostType":4,"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604834810,"gmtCreate":1639367750525,"gmtModify":1639367750961,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604834810","repostId":"1103876293","repostType":4,"repost":{"id":"1103876293","kind":"news","pubTimestamp":1639365728,"share":"https://www.laohunote.com/m/news/1103876293?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:22","market":"us","language":"en","title":"3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022 年及以后值得购买的 3 只增压电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103876293","media":"Motley Fool","summary":"These three companies involve different risks, but each could supercharge your portfolio over the long term.","content":"<p>An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.</p><p><blockquote>想要涉足电动汽车 (EV) 行业的投资者应该对各种风险感到满意。但这些风险与潜在回报相平衡。毕竟，这就是投资的全部意义。</blockquote></p><p> Three EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.</p><p><blockquote>具有讽刺意味的是，三只电动汽车股票可能会在 2022 年及以后为您的投资组合增值，但每只股票都会带来独特而重大的投资风险。审查潜在投资的最佳方法莫过于彻底审查其风险。如果你能接受潜在的不利因素，现在可能是投资这些电动汽车行业名称的好时机。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcb0b015b34cd60db51bb86343dcbbe\" tg-width=\"2000\" tg-height=\"935\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: A second wind</b></p><p><blockquote><b>蔚来：第二阵风</b></blockquote></p><p> Chinese EV-maker&nbsp;<b>Nio</b>(NIO)&nbsp;took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.</p><p><blockquote>中国电动汽车制造商<b>蔚来</b>（蔚来）利用了投资者的过度热情，在该公司还没有赚到一毛钱净利润之前，就将其估值推向了近1000亿美元。在两年前濒临破产后，该公司在资本市场筹集资金，截至 2021 年 9 月 30 日，其资产负债表上现金约为 73 亿美元。</blockquote></p><p> That second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.</p><p><blockquote>截至 11 月底，第二次风向导致该公司累计交付超过 15 万辆汽车。蔚来报告每月交付量，下图显示了自2020年初以来他们增加出货量的速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8342eca7f9e9cb69ffa016615c11bbcb\" tg-width=\"2000\" tg-height=\"1151\" width=\"100%\" height=\"auto\"><span>Data source: Nio. Chart by author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：蔚来。作者的图表。</span></p></blockquote></p><p> Nio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.</p><p><blockquote>蔚来还准备将产能增加一倍并增加新车型，这阻碍了 2021 年 10 月的生产。该公司在本月上半月减少了产量，为将于 2022 年初开始销售的新款 ET7 豪华轿车做准备。产能的增加正值该公司从中国本土扩展到欧洲之际。该公司已在挪威开展业务，并打算明年在德国交付车辆。</blockquote></p><p> Those two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.</p><p><blockquote>国际能源署 (IEA) 表示，这两个市场应该会引领全球电动汽车的增长。2020年，中国和欧洲的电动汽车销量领先全球，合计270万辆。在其 2021 年全球电动汽车展望中，该机构为未来十年电动汽车行业提供了两种情景。</blockquote></p><p> By 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.</p><p><blockquote>预计到 2030 年，如果政府举措更加注重可持续发展，中国和欧洲将继续保持至少 1660 万辆汽车和多达 2530 万辆汽车的领先地位。只要该公司表现良好，蔚来看起来将处于未来几年爆炸性增长的最大市场的黄金地段，为投资者提供机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4accec987e9af0f29cc462664deb37d4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Lucid's luxury electric Air sedan. Image source: Lucid Group.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid 的豪华电动空气轿车。图片来源：Lucid集团。</span></p></blockquote></p><p> <b>Lucid: High expectations</b></p><p><blockquote><b>清醒：期望很高</b></blockquote></p><p> Analysts and investors following the EV sector have been watching&nbsp;<b>Lucid Group</b>(LCID)&nbsp;since well before it went public by merging with a&nbsp;special purpose acquisition company (SPAC)&nbsp;in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at&nbsp;<b>Tesla</b>&nbsp;on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.</p><p><blockquote>关注电动汽车行业的分析师和投资者一直在关注<b>Lucid集团</b>(LCID) 早在 7 月下旬与一家特殊目的收购公司 (SPAC) 合并上市之前就已成立。公司首席执行官兼首席技术官 (CTO) Peter Rawlinson 曾担任首席工程师<b>特斯拉</b>关于其Model S开发计划。这让一些人相信他的新公司及其豪华电动轿车可能是领先电动汽车公司的第一个真正竞争对手。</blockquote></p><p> Lucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.</p><p><blockquote>Lucid 在公开亮相之前为投资者提供了崇高的目标和预测。该公司在 2021 年 7 月的投资者演示中表示，预计 2022 年销售额将超过 20 亿美元，但预计 2021 年不会有任何有意义的收入。该公司计划于 2023 年底推出下一款车型 Gravity 豪华 SUV，希望到 2024 年收入接近 100 亿美元。</blockquote></p><p> But the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and&nbsp;is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.</p><p><blockquote>但美国证券交易委员会 (SEC) 正在审查几家通过 SPAC 上市的初创公司，目前正在调查 Lucid 提供的某些早期预测和声明。投资者尚不清楚传票的细节，但它揭示了与投资早期电动汽车公司相关的另一个风险。</blockquote></p><p> The business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being named<i>MotorTrend</i>2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.</p><p><blockquote>然而，业务本身有了一个良好的开端。Lucid 的第一辆汽车如期推出，Air 赢得了包括命名在内的多项荣誉<i>发动机趋势</i>2022 年度汽车。它还拥有环境保护署 (EPA) 给出的最高电动汽车电池续航里程评级，为 520 英里。Lucid可能正走在通往伟大的道路上，但它还有很长的路要走。该公司刚刚开始生产，市值超过 730 亿美元，需要完美执行才能证明其估值的合理性。</blockquote></p><p> <b>ChargePoint: Exceeding early projections</b></p><p><blockquote><b>ChargePoint：超出早期预测</b></blockquote></p><p></p><p> EV-charging network leader&nbsp;<b>ChargePoint Holdings</b>(CHPT)&nbsp;also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.</p><p><blockquote>电动汽车充电网络领导者<b>ChargePoint控股</b>(CHPT) 还通过 SPAC 合并上市，并已作为一家上市公司报告了多项财务更新。Lucid 如何实现自己的预测还有待观察，但到目前为止，ChargePoint 已经实现了它告诉投资者的目标，甚至更多。</blockquote></p><p> In the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.</p><p><blockquote>在该公司本周发布的 2022 财年第三季度报告中，管理层自上市以来第二次上调了截至 2022 年 1 月 31 日的财年期间的收入指引。ChargePoint 在 7 月份的演示中告诉投资者，预计本财年收入为 1.98 亿美元。这一数字现已上调至 2.35 亿美元至 2.4 亿美元。</blockquote></p><p> ChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.</p><p><blockquote>作为一家上市公司，ChargePoint 也有了一个良好的开端。它预计将继续成为北美领先的充电网络公司，并正在欧洲扩张。与去年同期相比，ChargePoint 最近一个季度的毛利率增加了 500 个基点，达到 25%。</blockquote></p><p> Though the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.</p><p><blockquote>尽管该公司报告净亏损同比扩大，但收入却增长了 79%。随着其物理充电端口的建设，它将通过其网络订阅服务寻求盈利。其风险也不应被最小化。</blockquote></p><p> There will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.</p><p><blockquote>竞争将会非常激烈，但 ChargePoint 处于领先地位，可能会在快速增长的电动汽车充电服务蛋糕中分得一大块。</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 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022 年及以后值得购买的 3 只增压电动汽车股票</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 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022 年及以后值得购买的 3 只增压电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-13 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.</p><p><blockquote>想要涉足电动汽车 (EV) 行业的投资者应该对各种风险感到满意。但这些风险与潜在回报相平衡。毕竟，这就是投资的全部意义。</blockquote></p><p> Three EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.</p><p><blockquote>具有讽刺意味的是，三只电动汽车股票可能会在 2022 年及以后为您的投资组合增值，但每只股票都会带来独特而重大的投资风险。审查潜在投资的最佳方法莫过于彻底审查其风险。如果你能接受潜在的不利因素，现在可能是投资这些电动汽车行业名称的好时机。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcb0b015b34cd60db51bb86343dcbbe\" tg-width=\"2000\" tg-height=\"935\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: A second wind</b></p><p><blockquote><b>蔚来：第二阵风</b></blockquote></p><p> Chinese EV-maker&nbsp;<b>Nio</b>(NIO)&nbsp;took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.</p><p><blockquote>中国电动汽车制造商<b>蔚来</b>（蔚来）利用了投资者的过度热情，在该公司还没有赚到一毛钱净利润之前，就将其估值推向了近1000亿美元。在两年前濒临破产后，该公司在资本市场筹集资金，截至 2021 年 9 月 30 日，其资产负债表上现金约为 73 亿美元。</blockquote></p><p> That second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.</p><p><blockquote>截至 11 月底，第二次风向导致该公司累计交付超过 15 万辆汽车。蔚来报告每月交付量，下图显示了自2020年初以来他们增加出货量的速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8342eca7f9e9cb69ffa016615c11bbcb\" tg-width=\"2000\" tg-height=\"1151\" width=\"100%\" height=\"auto\"><span>Data source: Nio. Chart by author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：蔚来。作者的图表。</span></p></blockquote></p><p> Nio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.</p><p><blockquote>蔚来还准备将产能增加一倍并增加新车型，这阻碍了 2021 年 10 月的生产。该公司在本月上半月减少了产量，为将于 2022 年初开始销售的新款 ET7 豪华轿车做准备。产能的增加正值该公司从中国本土扩展到欧洲之际。该公司已在挪威开展业务，并打算明年在德国交付车辆。</blockquote></p><p> Those two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.</p><p><blockquote>国际能源署 (IEA) 表示，这两个市场应该会引领全球电动汽车的增长。2020年，中国和欧洲的电动汽车销量领先全球，合计270万辆。在其 2021 年全球电动汽车展望中，该机构为未来十年电动汽车行业提供了两种情景。</blockquote></p><p> By 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.</p><p><blockquote>预计到 2030 年，如果政府举措更加注重可持续发展，中国和欧洲将继续保持至少 1660 万辆汽车和多达 2530 万辆汽车的领先地位。只要该公司表现良好，蔚来看起来将处于未来几年爆炸性增长的最大市场的黄金地段，为投资者提供机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4accec987e9af0f29cc462664deb37d4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Lucid's luxury electric Air sedan. Image source: Lucid Group.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid 的豪华电动空气轿车。图片来源：Lucid集团。</span></p></blockquote></p><p> <b>Lucid: High expectations</b></p><p><blockquote><b>清醒：期望很高</b></blockquote></p><p> Analysts and investors following the EV sector have been watching&nbsp;<b>Lucid Group</b>(LCID)&nbsp;since well before it went public by merging with a&nbsp;special purpose acquisition company (SPAC)&nbsp;in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at&nbsp;<b>Tesla</b>&nbsp;on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.</p><p><blockquote>关注电动汽车行业的分析师和投资者一直在关注<b>Lucid集团</b>(LCID) 早在 7 月下旬与一家特殊目的收购公司 (SPAC) 合并上市之前就已成立。公司首席执行官兼首席技术官 (CTO) Peter Rawlinson 曾担任首席工程师<b>特斯拉</b>关于其Model S开发计划。这让一些人相信他的新公司及其豪华电动轿车可能是领先电动汽车公司的第一个真正竞争对手。</blockquote></p><p> Lucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.</p><p><blockquote>Lucid 在公开亮相之前为投资者提供了崇高的目标和预测。该公司在 2021 年 7 月的投资者演示中表示，预计 2022 年销售额将超过 20 亿美元，但预计 2021 年不会有任何有意义的收入。该公司计划于 2023 年底推出下一款车型 Gravity 豪华 SUV，希望到 2024 年收入接近 100 亿美元。</blockquote></p><p> But the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and&nbsp;is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.</p><p><blockquote>但美国证券交易委员会 (SEC) 正在审查几家通过 SPAC 上市的初创公司，目前正在调查 Lucid 提供的某些早期预测和声明。投资者尚不清楚传票的细节，但它揭示了与投资早期电动汽车公司相关的另一个风险。</blockquote></p><p> The business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being named<i>MotorTrend</i>2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.</p><p><blockquote>然而，业务本身有了一个良好的开端。Lucid 的第一辆汽车如期推出，Air 赢得了包括命名在内的多项荣誉<i>发动机趋势</i>2022 年度汽车。它还拥有环境保护署 (EPA) 给出的最高电动汽车电池续航里程评级，为 520 英里。Lucid可能正走在通往伟大的道路上，但它还有很长的路要走。该公司刚刚开始生产，市值超过 730 亿美元，需要完美执行才能证明其估值的合理性。</blockquote></p><p> <b>ChargePoint: Exceeding early projections</b></p><p><blockquote><b>ChargePoint：超出早期预测</b></blockquote></p><p></p><p> EV-charging network leader&nbsp;<b>ChargePoint Holdings</b>(CHPT)&nbsp;also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.</p><p><blockquote>电动汽车充电网络领导者<b>ChargePoint控股</b>(CHPT) 还通过 SPAC 合并上市，并已作为一家上市公司报告了多项财务更新。Lucid 如何实现自己的预测还有待观察，但到目前为止，ChargePoint 已经实现了它告诉投资者的目标，甚至更多。</blockquote></p><p> In the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.</p><p><blockquote>在该公司本周发布的 2022 财年第三季度报告中，管理层自上市以来第二次上调了截至 2022 年 1 月 31 日的财年期间的收入指引。ChargePoint 在 7 月份的演示中告诉投资者，预计本财年收入为 1.98 亿美元。这一数字现已上调至 2.35 亿美元至 2.4 亿美元。</blockquote></p><p> ChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.</p><p><blockquote>作为一家上市公司，ChargePoint 也有了一个良好的开端。它预计将继续成为北美领先的充电网络公司，并正在欧洲扩张。与去年同期相比，ChargePoint 最近一个季度的毛利率增加了 500 个基点，达到 25%。</blockquote></p><p> Though the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.</p><p><blockquote>尽管该公司报告净亏损同比扩大，但收入却增长了 79%。随着其物理充电端口的建设，它将通过其网络订阅服务寻求盈利。其风险也不应被最小化。</blockquote></p><p> There will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.</p><p><blockquote>竞争将会非常激烈，但 ChargePoint 处于领先地位，可能会在快速增长的电动汽车充电服务蛋糕中分得一大块。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/12/3-supercharged-ev-stocks-to-buy-in-2022-and-beyond/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","CHPT":"ChargePoint Holdings Inc.","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/12/3-supercharged-ev-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103876293","content_text":"An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.\nThree EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.\nImage source: Getty Images.\nNio: A second wind\nChinese EV-maker Nio(NIO) took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.\nThat second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.\nData source: Nio. Chart by author.\nNio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.\nThose two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.\nBy 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.\nLucid's luxury electric Air sedan. Image source: Lucid Group.\nLucid: High expectations\nAnalysts and investors following the EV sector have been watching Lucid Group(LCID) since well before it went public by merging with a special purpose acquisition company (SPAC) in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at Tesla on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.\nLucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.\nBut the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.\nThe business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being namedMotorTrend2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.\nChargePoint: Exceeding early projections\nEV-charging network leader ChargePoint Holdings(CHPT) also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.\nIn the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.\nChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.\nThough the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.\nThere will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.","news_type":1,"symbols_score_info":{"LCID":0.9,"CHPT":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604065361,"gmtCreate":1639283332697,"gmtModify":1639283353485,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604065361","repostId":"2190967197","repostType":4,"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605810974,"gmtCreate":1639143351922,"gmtModify":1639143352319,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605810974","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohunote.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</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>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</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\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是 2022 年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利 2022 年的首选股票，因为这家科技巨头的市值接近 3 万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>“分析师凯蒂-休伯蒂（Katy Huberty）在周四的一份报告中写道：”强大、忠诚的客户群和即将推出的 AR/VR 产品相结合，使苹果公司有望在 2022 年获得重新评级。休伯蒂写道，苹果是摩根士丹利在 2022 年 “最受欢迎的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发表看涨期权两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>苹果股价周四上涨 0.2%，至 175.47 美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，该指数上涨了 19%，超过了道琼斯工业平均指数 0.5% 的涨幅、标普500指数 0.9% 的涨幅和纳斯达克综合指数 0.04% 的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>摩根士丹利认为，投资者应将苹果视为消费和技术平台，而不是周期性硬件公司，因为该公司约三分之一的毛利润来自服务部门。休伯蒂写道，iPhone 13 的需求将在短期内继续推动增长，2022 年初推出的新产品将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush 的 Dan Ives 赞同 Huberty 的看涨看涨期权，理由是 iPhone 13 需求强劲，增强现实耳机即将推出。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>“艾夫斯在周四的一份研究报告中写道：”本周，我们对苹果商店的检查、供应链数据和 iPhone 订单延迟都证实了我们的看涨观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>艾夫斯估计，尽管芯片短缺和供应链逆风，苹果在假日期间仍将销售超过 4000 万部 iPhone。随着消费者不断升级手机，这些不利因素很可能 “只不过是 iPhone 12 和 13 周期中的一个减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>艾夫斯还预计，苹果将在 2022 年夏天左右推出 AR 头显 “苹果眼镜”，这可能会使公司每股估值增加 20 美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付领域的未来进步，以及即将扩展到汽车制造领域的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“她写道：”我们还认为，投资者需要从即将推出的新产品的选择性中适当地嵌入价值。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨情况仍然存在一些风险。休伯蒂概述说，其中最主要的是，随着在家工作的需求逐渐消退，iPhone 的销量将无法在 2022 年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务行业的低增长，这可能是由法院对 App Store 支付模式的改变所推动的。即使是这种风险看起来也不太可能，因为苹果在周三与堡垒之夜发行商Epic Games的法律诉讼中再次获胜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602560155,"gmtCreate":1639042249451,"gmtModify":1639042249804,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602560155","repostId":"2189667447","repostType":4,"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602928793,"gmtCreate":1638960789878,"gmtModify":1638960790270,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes….","listText":"Yes….","text":"Yes….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602928793","repostId":"1189850079","repostType":4,"repost":{"id":"1189850079","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638954825,"share":"https://www.laohunote.com/m/news/1189850079?lang=zh_CN&edition=full","pubTime":"2021-12-08 17:13","market":"us","language":"en","title":"Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189850079","media":"Tiger Newspress","summary":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to rea","content":"<p>Apple stock climbed more than 1% in premarket trading&nbsp;on&nbsp;the&nbsp;report&nbsp;that&nbsp;Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p><p><blockquote>有报道称，苹果告诉供应商加快 11 月、12 月和 1 月 iPhone 的生产速度，苹果股价在盘前交易中上涨超过 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p><p><blockquote>直接参与其供应链的人士告诉《日经新闻》，9 月和 10 月，iPhone 13 系列的产量比之前的计划下降了 20%。尽管苹果优先考虑了最新旗舰智能手机（该公司最重要的收入来源）的所有必要组件，而牺牲了 iPad 等其他产品以及 iPhone 12 和 iPhone SE 等老款产品。</blockquote></p><p> Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p><p><blockquote>《日经新闻》从多个消息来源获悉，同期，共享组件的重新分配进一步挤压了 iPad 组装，导致产量比计划减少了约 50%，而老一代 iPhone 的产量预测也下降了约 25%。到11月份，iPad和旧款iPhone的情况并没有太大改善。</blockquote></p><p> Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p><p><blockquote>知情人士告诉《日经新闻》，苹果被迫缩减 2021 年的总产量目标。12月初，该公司计划在年底前仅生产约8300万至8500万部iPhone 13系列，低于其设定的高达9500万部的雄心勃勃的目标，以抓住西方经济从COVID-19封锁中重新开放后的第一个购物季。消息人士称，总体而言，尽管 11 月份产量再次加快，但苹果仍比今年总共生产 2.3 亿部 iPhone 的目标少了约 1500 万部，这是 2021 年初设定的雄心勃勃的目标。</blockquote></p><p> Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December.&nbsp;\"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source&nbsp;with direct knowledge of the conversations.</p><p><blockquote>消息人士称，在过去几个月跌跌撞撞之后，苹果告诉供应商在11月、12月和1月重新加快iPhone的生产。过去两天的沟通表明，该公司希望比 12 月初的预期更接近 500 万部以上的最初目标。“一位直接了解对话情况的消息人士说：”对 iPhone 13 系列的需求应该能够延续到明年 1 月，因为苹果不想浪费从华为手中夺取更多优势的机会，而三星和小米正遭受芯片和零部件不匹配的困扰。</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>Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</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\">\nApple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock climbed more than 1% in premarket trading&nbsp;on&nbsp;the&nbsp;report&nbsp;that&nbsp;Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p><p><blockquote>有报道称，苹果告诉供应商加快 11 月、12 月和 1 月 iPhone 的生产速度，苹果股价在盘前交易中上涨超过 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p><p><blockquote>直接参与其供应链的人士告诉《日经新闻》，9 月和 10 月，iPhone 13 系列的产量比之前的计划下降了 20%。尽管苹果优先考虑了最新旗舰智能手机（该公司最重要的收入来源）的所有必要组件，而牺牲了 iPad 等其他产品以及 iPhone 12 和 iPhone SE 等老款产品。</blockquote></p><p> Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p><p><blockquote>《日经新闻》从多个消息来源获悉，同期，共享组件的重新分配进一步挤压了 iPad 组装，导致产量比计划减少了约 50%，而老一代 iPhone 的产量预测也下降了约 25%。到11月份，iPad和旧款iPhone的情况并没有太大改善。</blockquote></p><p> Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p><p><blockquote>知情人士告诉《日经新闻》，苹果被迫缩减 2021 年的总产量目标。12月初，该公司计划在年底前仅生产约8300万至8500万部iPhone 13系列，低于其设定的高达9500万部的雄心勃勃的目标，以抓住西方经济从COVID-19封锁中重新开放后的第一个购物季。消息人士称，总体而言，尽管 11 月份产量再次加快，但苹果仍比今年总共生产 2.3 亿部 iPhone 的目标少了约 1500 万部，这是 2021 年初设定的雄心勃勃的目标。</blockquote></p><p> Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December.&nbsp;\"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source&nbsp;with direct knowledge of the conversations.</p><p><blockquote>消息人士称，在过去几个月跌跌撞撞之后，苹果告诉供应商在11月、12月和1月重新加快iPhone的生产。过去两天的沟通表明，该公司希望比 12 月初的预期更接近 500 万部以上的最初目标。“一位直接了解对话情况的消息人士说：”对 iPhone 13 系列的需求应该能够延续到明年 1 月，因为苹果不想浪费从华为手中夺取更多优势的机会，而三星和小米正遭受芯片和零部件不匹配的困扰。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189850079","content_text":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.\n\nIn September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.\nOver the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.\nApple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.\nApple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606287474,"gmtCreate":1638886018539,"gmtModify":1638886018918,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606287474","repostId":"1110462970","repostType":4,"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608920916,"gmtCreate":1638599829686,"gmtModify":1638599829932,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608920916","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638544438,"share":"https://www.laohunote.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd 股价下跌 6%，而 Grab 在早盘交易中上涨近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</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\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd 股价下跌 6%，而 Grab 股价上涨近 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd 股价下跌 6%，而 Grab 在早盘交易中上涨近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603783104,"gmtCreate":1638452881332,"gmtModify":1638452881519,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564738902623228","idStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603783104","repostId":"2188674597","repostType":4,"isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":174278201,"gmtCreate":1627106540303,"gmtModify":1633767891967,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174278201","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://www.laohunote.com/m/news/1191636755?lang=zh_CN&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将发布，投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克（Elon Musk）来说，有很多移动部件，甚至比平时还要多。不过，判断股票是上涨还是下跌应该并不难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>电动汽车先锋将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称，华尔街希望特斯拉在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素会影响底线收益--全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元，在接下来的三个月内，该股股价翻了一番多，达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停，股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度是特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后，多头和空头之间关于财报质量的争论应该会层出不穷。例如，特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元，帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将出售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加，但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱，也可能会有人质疑。马斯克本周在推特上表示，特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该在定于下午 5:30 举行的财报电话会议上提出。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约 9%，落后于标准普尔 500 指数和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此，特斯拉股价仍表现强劲，过去 12 个月上涨了约 112%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-24 07:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将发布，投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克（Elon Musk）来说，有很多移动部件，甚至比平时还要多。不过，判断股票是上涨还是下跌应该并不难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>电动汽车先锋将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称，华尔街希望特斯拉在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素会影响底线收益--全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元，在接下来的三个月内，该股股价翻了一番多，达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停，股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度是特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后，多头和空头之间关于财报质量的争论应该会层出不穷。例如，特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元，帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将出售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加，但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱，也可能会有人质疑。马斯克本周在推特上表示，特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该在定于下午 5:30 举行的财报电话会议上提出。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约 9%，落后于标准普尔 500 指数和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此，特斯拉股价仍表现强劲，过去 12 个月上涨了约 112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860352267,"gmtCreate":1632140472259,"gmtModify":1632802597471,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/860352267","repostId":"1130418583","repostType":4,"repost":{"id":"1130418583","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632138209,"share":"https://www.laohunote.com/m/news/1130418583?lang=zh_CN&edition=full","pubTime":"2021-09-20 19:43","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130418583","media":"Tiger Newspress","summary":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as inve","content":"<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p><p><blockquote>（9月20日）美国周一上午，股票期货遭到抛售，追踪海外股市的下跌，因为投资者紧张地关注一家中国大型房地产公司违约的潜在连锁反应以及华盛顿正在进行的关于债务上限的辩论。</blockquote></p><p> At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p><p><blockquote>美国东部时间上午 07:47，道琼斯指数期货早盘下跌超过 600 点，跌幅为 1.79%。标普500期货也下跌超过1%，扩大了上周的跌幅。由于多种担忧扰乱了市场，芝加哥期权交易所波动率指数 (VIX) 上涨了 30% 以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket</b></p><p><blockquote><b>盘前涨幅最大的股票</b></blockquote></p><p> 1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p><p><blockquote>1）中国恒大集团——中国房地产巨头恒大在香港证券交易所暴跌超过 10%，令亚洲市场感到恐慌。该公司一直在争先恐后地向供应商付款，并在几周内两次警告投资者，它可能会拖欠债务。恒大上周表示，在连续数月下降后，其9月份房地产销售额可能会继续大幅下降。</blockquote></p><p> <b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p><p><blockquote><b>2) <a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>— 这家制药巨头周一表示，试验表明，其 Covid 疫苗在 5 至 11 岁儿童中使用时是安全有效的。辉瑞公司和合作伙伴 BioNTech 表示，他们将 “尽快 ”提交结果以供批准。辉瑞股价在盘前交易中下跌约 1%。</blockquote></p><p> <b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p><p><blockquote><b>3) <a href=\"https://laohu8.com/S/LPI\">拉雷多</a>,<a href=\"https://laohu8.com/S/OXY\">西方</a></b>— 石油和能源股周一盘前交易中下跌。SPDR S&amp;P 石油和天然气勘探 ETF 在早盘交易中下跌超过 3%，有望连续第三个交易日下跌。拉雷多石油公司下跌超过8%，卡隆石油公司下跌约6%，西方石油公司下跌近5%。由于担心与中国房地产市场相关的全球经济放缓，原油价格下跌。</blockquote></p><p> <b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p><p><blockquote><b>4) <a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a></b>— 德意志银行周日将消费必需品股票从持有上调至买入。该投资公司表示，高露洁在通货膨胀和一些国际市场上的困难已经反映在其股票上。</blockquote></p><p> 5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p><p><blockquote>5) 摩根大通、美国银行——由于经济放缓担忧导致债券收益率下降，银行股一致下跌。随着股市将迎来数月来最大的抛售，投资者纷纷涌向美国国债寻求安全。由于利率下降可能会压低利润，大银行股受到打击。美国银行和摩根大通在盘前交易中均下跌超过 2%。公民金融集团下跌3%，花旗集团下跌2.5%。</blockquote></p><p> <b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p><p><blockquote><b>6) <a href=\"https://laohu8.com/S/AZNCF\">阿斯利康公司</a></b>— 这家总部位于英国的制药公司周一宣布，其乳腺癌药物Enhertu在三期试验中显示出积极结果。该公司股价在盘前交易中上涨超过1%。</blockquote></p><p> <b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p><p><blockquote><b>7) <a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a></b>- Cathie Wood 的 ARK Innovation ETF 盘前下跌 2.75%，有望追赶snap的 3 连胜。Compugen、DraftKings、Coinbase 和 Square 是今天上午 ETF 的最大输家。</blockquote></p><p> Some investors believe this is just normal market action that can occur in September.</p><p><blockquote>一些投资者认为，这只是9月份可能发生的正常市场行为。</blockquote></p><p> “The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p><p><blockquote>“Sevens Report 创始人汤姆-埃萨耶（Tom Essaye）在一份报告中说：”今天上午下跌的原因与上周相同： 中国的担忧（恒大、监管、COVID）、美联储缩减规模和可能的增税，但本周末没有发生任何新的事情来证明今天上午的下跌是合理的。</blockquote></p><p> Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p><p><blockquote>其他风险资产周一下跌。比特币下跌 8%，至 44,000 美元以下。</blockquote></p><p> Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p><p><blockquote>大多数商品都出现亏损。黄金是少数几种上涨的资产之一，上涨 0.5%，至 1,760 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-20 19:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p><p><blockquote>（9月20日）美国周一上午，股票期货遭到抛售，追踪海外股市的下跌，因为投资者紧张地关注一家中国大型房地产公司违约的潜在连锁反应以及华盛顿正在进行的关于债务上限的辩论。</blockquote></p><p> At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p><p><blockquote>美国东部时间上午 07:47，道琼斯指数期货早盘下跌超过 600 点，跌幅为 1.79%。标普500期货也下跌超过1%，扩大了上周的跌幅。由于多种担忧扰乱了市场，芝加哥期权交易所波动率指数 (VIX) 上涨了 30% 以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket</b></p><p><blockquote><b>盘前涨幅最大的股票</b></blockquote></p><p> 1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p><p><blockquote>1）中国恒大集团——中国房地产巨头恒大在香港证券交易所暴跌超过 10%，令亚洲市场感到恐慌。该公司一直在争先恐后地向供应商付款，并在几周内两次警告投资者，它可能会拖欠债务。恒大上周表示，在连续数月下降后，其9月份房地产销售额可能会继续大幅下降。</blockquote></p><p> <b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p><p><blockquote><b>2) <a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>— 这家制药巨头周一表示，试验表明，其 Covid 疫苗在 5 至 11 岁儿童中使用时是安全有效的。辉瑞公司和合作伙伴 BioNTech 表示，他们将 “尽快 ”提交结果以供批准。辉瑞股价在盘前交易中下跌约 1%。</blockquote></p><p> <b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p><p><blockquote><b>3) <a href=\"https://laohu8.com/S/LPI\">拉雷多</a>,<a href=\"https://laohu8.com/S/OXY\">西方</a></b>— 石油和能源股周一盘前交易中下跌。SPDR S&amp;P 石油和天然气勘探 ETF 在早盘交易中下跌超过 3%，有望连续第三个交易日下跌。拉雷多石油公司下跌超过8%，卡隆石油公司下跌约6%，西方石油公司下跌近5%。由于担心与中国房地产市场相关的全球经济放缓，原油价格下跌。</blockquote></p><p> <b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p><p><blockquote><b>4) <a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a></b>— 德意志银行周日将消费必需品股票从持有上调至买入。该投资公司表示，高露洁在通货膨胀和一些国际市场上的困难已经反映在其股票上。</blockquote></p><p> 5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p><p><blockquote>5) 摩根大通、美国银行——由于经济放缓担忧导致债券收益率下降，银行股一致下跌。随着股市将迎来数月来最大的抛售，投资者纷纷涌向美国国债寻求安全。由于利率下降可能会压低利润，大银行股受到打击。美国银行和摩根大通在盘前交易中均下跌超过 2%。公民金融集团下跌3%，花旗集团下跌2.5%。</blockquote></p><p> <b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p><p><blockquote><b>6) <a href=\"https://laohu8.com/S/AZNCF\">阿斯利康公司</a></b>— 这家总部位于英国的制药公司周一宣布，其乳腺癌药物Enhertu在三期试验中显示出积极结果。该公司股价在盘前交易中上涨超过1%。</blockquote></p><p> <b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p><p><blockquote><b>7) <a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a></b>- Cathie Wood 的 ARK Innovation ETF 盘前下跌 2.75%，有望追赶snap的 3 连胜。Compugen、DraftKings、Coinbase 和 Square 是今天上午 ETF 的最大输家。</blockquote></p><p> Some investors believe this is just normal market action that can occur in September.</p><p><blockquote>一些投资者认为，这只是9月份可能发生的正常市场行为。</blockquote></p><p> “The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p><p><blockquote>“Sevens Report 创始人汤姆-埃萨耶（Tom Essaye）在一份报告中说：”今天上午下跌的原因与上周相同： 中国的担忧（恒大、监管、COVID）、美联储缩减规模和可能的增税，但本周末没有发生任何新的事情来证明今天上午的下跌是合理的。</blockquote></p><p> Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p><p><blockquote>其他风险资产周一下跌。比特币下跌 8%，至 44,000 美元以下。</blockquote></p><p> Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p><p><blockquote>大多数商品都出现亏损。黄金是少数几种上涨的资产之一，上涨 0.5%，至 1,760 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130418583","content_text":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.\nAt 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.\n\nStocks making the biggest moves premarket\n1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.\n2) Pfizer — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.\n3) Laredo ,Occidental — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.\n4) Colgate-Palmolive — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.\n5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.\n6) AstraZeneca Plc — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.\n7) ARK Innovation ETF — Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.\nSome investors believe this is just normal market action that can occur in September.\n“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.\nOther risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.\nMost commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155221818,"gmtCreate":1625441339834,"gmtModify":1633940769911,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155221818","repostId":"1109375790","repostType":4,"repost":{"id":"1109375790","kind":"news","pubTimestamp":1625370494,"share":"https://www.laohunote.com/m/news/1109375790?lang=zh_CN&edition=full","pubTime":"2021-07-04 11:48","market":"us","language":"en","title":"Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败标普500 30%-50%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109375790","media":"MarketWatch","summary":"More predictable businesses tend to be more profitable stock investments.Trust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders  who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.TheTrust Across America initiative has identified the most trustworthy U.S. public co","content":"<p>  <b>More predictable businesses tend to be more profitable stock investments.</b>  Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p><p><blockquote><b>更可预测的业务往往是更有利可图的股票投资。</b>信任是公司可以培养的最有价值的资产之一。在组织内部，信任渗透到文化中。在组织之外，它转化为忠诚。重视所有利益相关者（员工、客户和股东）之间长期信任的优质股东（QS）在他们的投资实践中坚持这一观点。</blockquote></p><p> TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p><p><blockquote>全美信任（TAA）倡议已经确定了最值得信赖的美国。上市公司使用客观和定量指标，包括会计保守性和财务稳定性，以及员工评论和新闻报道等更主观标准的次要筛选。</blockquote></p><p> Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p><p><blockquote>被认为值得信赖的公司在我运营的质量股东倡议 (QSI) 以及我用来交叉检查 QSI 数据的 EQX 专有数据库产生的股东质量排名中也往往评价很高。</blockquote></p><p> TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p><p><blockquote>TAA 对 2020 年标准普尔 500SPX 指数+0.75% 的评估确定了 51 家公司，其中 49 家公司也被纳入了 QSI 排名。两者相比，超过四分之一的顶级TAA公司位于QSI的前十分之一；三分之二的人处于前四分之一，除了两人（92%）之外，其余人都处于前五分之一。</blockquote></p><p> Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p><p><blockquote>值得注意的是，在过去五年中，TAA 前 10 名和 QSI 前 25 名的表现分别优于标普500 30% 和 50%。以下是一些在信任度和质量方面得分都很高的公司：</blockquote></p><p> Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p><p><blockquote>德州仪器STXN,+0.72% 的大部分收入来自销售计算机芯片，是全球最大的半导体制造商之一。该公司由一群电气工程师于1951年创立，拥有智能创新的文化。其业务受到四条保护 “护城河 ”的保护，其中包括：员工的制造和技术技能；广泛的处理芯片组合，以满足广泛的客户需求；其市场渠道的覆盖范围得益于这两者，以及其多样性和寿命。</blockquote></p><p> For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p><p><blockquote>对于投资者来说，这是一个成功的秘诀，尤其是与德州仪器的资本管理战略相结合，即最大限度地提高公司每股自由现金流的长期增长，并根据 QS 的策略来分配此类资本，该策略优先考虑明智的再投资、有纪律的收购、低价股票回购和股东分红。该公司的一些著名 QS 包括： Alliance Bernstein、Bessemer Group、Capital World Investors、State Farm Mutual 和 T. Rowe Price Group。</blockquote></p><p> Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p><p><blockquote>该名单上的另一只股票 EcolabECL,+0.77%，是水处理领域的全球领导者。该公司成立于 1923 年，当时名为经济实验室，其长期前景体现在高级领导层的长寿之中：该公司在近 100 年的历史中只有 7 位首席执行官。</blockquote></p><p> Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p><p><blockquote>这些首席执行官灌输了一种客户服务文化，一种不懈地帮助客户解决问题和实现目标的文化。作为一个学习型组织，这种绩效文化渗透到从生产到销售的业务中，因为员工致力于成为客户不可或缺的长期目标。管理层以长期激励和高度自主权来奖励员工的信念。艺康的 QSs 包括： Cantillon Capital、Clearbridge Investments、Franklin Resources 和盖茨基金会。</blockquote></p><p> Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p><p><blockquote>最后，以全球最大的可回收容器制造商 Ball CorporationBLL（-0.68%）为例。该公司由两兄弟企业家创立于 19 世纪末，他们预见到梅森罐专利即将到期，于是建造了一家玻璃吹制厂来生产这种罐子。</blockquote></p><p> Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p><p><blockquote>鲍尔仍然以家庭文化、创新和自然资源意识为特征。例如，鲍尔预见到生态和商业需要摆脱 PET 和玻璃容器（回收成本高昂且会造成环境破坏），转向环保且有利可图的铝。公司采用经济增加值（EVA）来确保每一分钱都物有所值，长期的员工激励薪酬来奖励长期的可持续增长，以及企业家自由的精神。QSs包括：奇尔顿投资公司；T.罗·普莱斯；惠灵顿管理集团和温斯洛资本管理公司。</blockquote></p><p> While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p><p><blockquote>虽然一些投资者只关注底线，而另一些投资者只关注企业美德的信号，但考虑到信任和长期价值之间的内在关系，QSs是整体的。尽管企业文化中的信任概念看似模糊，但它既有利润价值，也有道德价值。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败标普500 30%-50%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败标普500 30%-50%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-04 11:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>More predictable businesses tend to be more profitable stock investments.</b>  Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p><p><blockquote><b>更可预测的业务往往是更有利可图的股票投资。</b>信任是公司可以培养的最有价值的资产之一。在组织内部，信任渗透到文化中。在组织之外，它转化为忠诚。重视所有利益相关者（员工、客户和股东）之间长期信任的优质股东（QS）在他们的投资实践中坚持这一观点。</blockquote></p><p> TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p><p><blockquote>全美信任（TAA）倡议已经确定了最值得信赖的美国。上市公司使用客观和定量指标，包括会计保守性和财务稳定性，以及员工评论和新闻报道等更主观标准的次要筛选。</blockquote></p><p> Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p><p><blockquote>被认为值得信赖的公司在我运营的质量股东倡议 (QSI) 以及我用来交叉检查 QSI 数据的 EQX 专有数据库产生的股东质量排名中也往往评价很高。</blockquote></p><p> TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p><p><blockquote>TAA 对 2020 年标准普尔 500SPX 指数+0.75% 的评估确定了 51 家公司，其中 49 家公司也被纳入了 QSI 排名。两者相比，超过四分之一的顶级TAA公司位于QSI的前十分之一；三分之二的人处于前四分之一，除了两人（92%）之外，其余人都处于前五分之一。</blockquote></p><p> Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p><p><blockquote>值得注意的是，在过去五年中，TAA 前 10 名和 QSI 前 25 名的表现分别优于标普500 30% 和 50%。以下是一些在信任度和质量方面得分都很高的公司：</blockquote></p><p> Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p><p><blockquote>德州仪器STXN,+0.72% 的大部分收入来自销售计算机芯片，是全球最大的半导体制造商之一。该公司由一群电气工程师于1951年创立，拥有智能创新的文化。其业务受到四条保护 “护城河 ”的保护，其中包括：员工的制造和技术技能；广泛的处理芯片组合，以满足广泛的客户需求；其市场渠道的覆盖范围得益于这两者，以及其多样性和寿命。</blockquote></p><p> For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p><p><blockquote>对于投资者来说，这是一个成功的秘诀，尤其是与德州仪器的资本管理战略相结合，即最大限度地提高公司每股自由现金流的长期增长，并根据 QS 的策略来分配此类资本，该策略优先考虑明智的再投资、有纪律的收购、低价股票回购和股东分红。该公司的一些著名 QS 包括： Alliance Bernstein、Bessemer Group、Capital World Investors、State Farm Mutual 和 T. Rowe Price Group。</blockquote></p><p> Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p><p><blockquote>该名单上的另一只股票 EcolabECL,+0.77%，是水处理领域的全球领导者。该公司成立于 1923 年，当时名为经济实验室，其长期前景体现在高级领导层的长寿之中：该公司在近 100 年的历史中只有 7 位首席执行官。</blockquote></p><p> Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p><p><blockquote>这些首席执行官灌输了一种客户服务文化，一种不懈地帮助客户解决问题和实现目标的文化。作为一个学习型组织，这种绩效文化渗透到从生产到销售的业务中，因为员工致力于成为客户不可或缺的长期目标。管理层以长期激励和高度自主权来奖励员工的信念。艺康的 QSs 包括： Cantillon Capital、Clearbridge Investments、Franklin Resources 和盖茨基金会。</blockquote></p><p> Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p><p><blockquote>最后，以全球最大的可回收容器制造商 Ball CorporationBLL（-0.68%）为例。该公司由两兄弟企业家创立于 19 世纪末，他们预见到梅森罐专利即将到期，于是建造了一家玻璃吹制厂来生产这种罐子。</blockquote></p><p> Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p><p><blockquote>鲍尔仍然以家庭文化、创新和自然资源意识为特征。例如，鲍尔预见到生态和商业需要摆脱 PET 和玻璃容器（回收成本高昂且会造成环境破坏），转向环保且有利可图的铝。公司采用经济增加值（EVA）来确保每一分钱都物有所值，长期的员工激励薪酬来奖励长期的可持续增长，以及企业家自由的精神。QSs包括：奇尔顿投资公司；T.罗·普莱斯；惠灵顿管理集团和温斯洛资本管理公司。</blockquote></p><p> While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p><p><blockquote>虽然一些投资者只关注底线，而另一些投资者只关注企业美德的信号，但考虑到信任和长期价值之间的内在关系，QSs是整体的。尽管企业文化中的信任概念看似模糊，但它既有利润价值，也有道德价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews\">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":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109375790","content_text":"More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.\nTheTrust Across America(TAA) initiative has identified the most trustworthy U.S. public companies using objective and quantitative indicators including accounting conservativeness and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.\nCompanies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the Quality Shareholders Initiative (QSI), which I run, as well as the proprietary database of EQX, which I use to cross-check the QSI data.\nTAA’s assessment of the S&P 500SPX,+0.75%in 2020 identified 51 companies, of which 49 are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.\nNotably, both the TAA top 10 and the QSI Top 25 outperformed the S&P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:\nTexas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.\nFor investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to allocate such capital in accordance with the QS playbook that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.\nAnother stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.\nThose CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy. Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.\nFinally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.  Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.\nBall remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington Management Group and Winslow Capital Management.\nWhile some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130726246,"gmtCreate":1621568048385,"gmtModify":1634188003867,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/130726246","repostId":"1160638014","repostType":4,"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845929924,"gmtCreate":1636266807037,"gmtModify":1636266807604,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845929924","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881092115,"gmtCreate":1631280157737,"gmtModify":1631884205582,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20210917 55.0 PUT(APPS)$</a>[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20210917 55.0 PUT(APPS)$</a>[Miser]&nbsp;[Miser]&nbsp;","text":"$APPS 20210917 55.0 PUT(APPS)$[Miser] [Miser]","images":[{"img":"https://static.tigerbbs.com/74736945a944fbc0a7b25bc6412be364","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/881092115","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899333895,"gmtCreate":1628158164117,"gmtModify":1633753080212,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899333895","repostId":"1119138550","repostType":4,"repost":{"id":"1119138550","kind":"news","pubTimestamp":1628157065,"share":"https://www.laohunote.com/m/news/1119138550?lang=zh_CN&edition=full","pubTime":"2021-08-05 17:51","market":"us","language":"en","title":"Intel has a plan to go beyond 3nm chips<blockquote>英特尔计划超越 3nm 芯片</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119138550","media":"engadget","summary":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were plan","content":"<p>  Its moving past nanometers, in more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> way.  Earlier this year, <a href=\"https://laohu8.com/S/INTC\">Intel</a> announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.</p><p><blockquote>它超越纳米，超过<a href=\"https://laohu8.com/S/AONE.U\">一</a>方式。今年早些时候，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布他们计划夺取CPU制造的领先地位，并在个人电脑领域取得“无可争议的领导地位”。这些都是令人印象深刻的目标，但缺少的是他们如何实际实现这些目标的任何感觉。现在，我们终于知道了英特尔的计划。</blockquote></p><p> Intel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.</p><p><blockquote>英特尔首席执行官帕特·基辛格和技术开发高级副总裁安·凯莱赫博士阐述了公司的未来计划。首先，英特尔正在重新命名其制造节点。曾经的 10 纳米“增强型超鳍”现在只有“7”。这可能感觉有点口是心非——“只要挥动魔杖，你就有更好的技术!”——但公平地说，制程节点的纳米测量已经不再与任何物理测量相对应，就密度而言，英特尔目前的 10 纳米芯片与台积电和三星的 7 纳米芯片具有竞争力。</blockquote></p><p> Looking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's <a href=\"https://laohu8.com/S/DDD\">3D</a> stacked-chip technology, Foveros.</p><p><blockquote>除了 7nm 之外，英特尔的目标是积极的发布计划，每年都会进行重大产品更新。我们预计他们将在今年秋天推出 Alder Lake 芯片，该芯片将混合高功率和低功耗内核，随后是现在的 4nm Meteor Lake 芯片，该芯片将采用“瓷砖”（chiplet）设计，并采用英特尔的<a href=\"https://laohu8.com/S/DDD\">三维</a>堆叠芯片技术，Foveros。</blockquote></p><p> Beyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.</p><p><blockquote>除此之外，英特尔还为基于 EUV 的 3nm 节点规划了技术，该节点将使用高能制造工艺来简化芯片制造，并为埃节点规划了“20A”技术。这是一米的百亿分之一（意味着它是 2 纳米），随后将是 18A 节点，英特尔希望在 2025 年开始生产，用于本世纪下半叶的产品。同样，虽然节点测量不再真正对应于物理结构，但硅原子的宽度为2埃，因此这些晶体管非常小。</blockquote></p><p> This release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.</p><p><blockquote>这个发布时间表似乎很激进，英特尔也没有实现新节点目标的最佳记录，但如果它甚至能接近这些目标，预计您的笔记本电脑和台式机将在未来几年获得巨大的性能提升。</blockquote></p><p></p>","source":"lsy1628157128723","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>Intel has a plan to go beyond 3nm chips<blockquote>英特尔计划超越 3nm 芯片</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\">\nIntel has a plan to go beyond 3nm chips<blockquote>英特尔计划超越 3nm 芯片</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">engadget</strong><span class=\"h-time small\">2021-08-05 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Its moving past nanometers, in more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> way.  Earlier this year, <a href=\"https://laohu8.com/S/INTC\">Intel</a> announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.</p><p><blockquote>它超越纳米，超过<a href=\"https://laohu8.com/S/AONE.U\">一</a>方式。今年早些时候，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布他们计划夺取CPU制造的领先地位，并在个人电脑领域取得“无可争议的领导地位”。这些都是令人印象深刻的目标，但缺少的是他们如何实际实现这些目标的任何感觉。现在，我们终于知道了英特尔的计划。</blockquote></p><p> Intel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.</p><p><blockquote>英特尔首席执行官帕特·基辛格和技术开发高级副总裁安·凯莱赫博士阐述了公司的未来计划。首先，英特尔正在重新命名其制造节点。曾经的 10 纳米“增强型超鳍”现在只有“7”。这可能感觉有点口是心非——“只要挥动魔杖，你就有更好的技术!”——但公平地说，制程节点的纳米测量已经不再与任何物理测量相对应，就密度而言，英特尔目前的 10 纳米芯片与台积电和三星的 7 纳米芯片具有竞争力。</blockquote></p><p> Looking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's <a href=\"https://laohu8.com/S/DDD\">3D</a> stacked-chip technology, Foveros.</p><p><blockquote>除了 7nm 之外，英特尔的目标是积极的发布计划，每年都会进行重大产品更新。我们预计他们将在今年秋天推出 Alder Lake 芯片，该芯片将混合高功率和低功耗内核，随后是现在的 4nm Meteor Lake 芯片，该芯片将采用“瓷砖”（chiplet）设计，并采用英特尔的<a href=\"https://laohu8.com/S/DDD\">三维</a>堆叠芯片技术，Foveros。</blockquote></p><p> Beyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.</p><p><blockquote>除此之外，英特尔还为基于 EUV 的 3nm 节点规划了技术，该节点将使用高能制造工艺来简化芯片制造，并为埃节点规划了“20A”技术。这是一米的百亿分之一（意味着它是 2 纳米），随后将是 18A 节点，英特尔希望在 2025 年开始生产，用于本世纪下半叶的产品。同样，虽然节点测量不再真正对应于物理结构，但硅原子的宽度为2埃，因此这些晶体管非常小。</blockquote></p><p> This release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.</p><p><blockquote>这个发布时间表似乎很激进，英特尔也没有实现新节点目标的最佳记录，但如果它甚至能接近这些目标，预计您的笔记本电脑和台式机将在未来几年获得巨大的性能提升。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html\">engadget</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":{"INTC":"英特尔","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119138550","content_text":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.\nIntel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.\nLooking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's 3D stacked-chip technology, Foveros.\nBeyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.\nThis release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.","news_type":1,"symbols_score_info":{"INTC":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809181967,"gmtCreate":1627352362559,"gmtModify":1633765813716,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/809181967","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177335657,"gmtCreate":1627179955379,"gmtModify":1633767423725,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"Great&nbsp;message","listText":"Great&nbsp;message","text":"Great message","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/177335657","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</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>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853247703,"gmtCreate":1634819909522,"gmtModify":1634819910103,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"title":"","htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853247703","repostId":"1192205953","repostType":4,"repost":{"id":"1192205953","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634818772,"share":"https://www.laohunote.com/m/news/1192205953?lang=zh_CN&edition=full","pubTime":"2021-10-21 20:19","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192205953","media":"Tiger Newspress","summary":"Stock futures edged lower Thursday morning, with the major indexes hovering slightly below all-time ","content":"<p>Stock futures edged lower Thursday morning, with the major indexes hovering slightly below all-time highs as a parade of strong earnings results helped buoy equity prices earlier this week.</p><p><blockquote>周四上午，股指期货小幅走低，主要股指略低于历史高点，本周早些时候一系列强劲的盈利业绩帮助提振了股价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4be1cf44a88f742bce145b6a6868682f\" tg-width=\"286\" tg-height=\"117\" width=\"100%\" height=\"auto\">At 8:00 a.m. ET, Dow e-minis were&nbsp;down&nbsp;108&nbsp;points, or 0.3%, S&amp;P 500 e-minis were&nbsp;down&nbsp;13.75 points, or 0.3%, and Nasdaq 100 e-minis were down&nbsp;61&nbsp;points, or 0.4%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数下跌 108 点，跌幅 0.3%，标普500电子迷你指数下跌 13.75 点，跌幅 0.3%，纳斯达克 100 电子迷你指数下跌 61 点，跌幅 0.4%。</blockquote></p><p> IBM&nbsp;slipped 4.7% after it missed market estimates for quarterly revenue as its managed infrastructure business suffered from a decline in orders.</p><p><blockquote>由于托管基础设施业务订单下降，IBM 季度收入未达到市场预期，股价下跌 4.7%。</blockquote></p><p> Tesla fell 1% in premarket trading as it said on Wednesday its upcoming factories and supply-chain headwinds would put pressure on its margins after it beat Wall Street expectations for third-quarter revenue.</p><p><blockquote>特斯拉在盘前交易中下跌 1%，该公司周三表示，在第三季度营收超出华尔街预期后，即将到来的工厂和供应链逆风将给其利润率带来压力。</blockquote></p><p> AT&amp;T rose 1% after the telecom operator's quarterly revenue and monthly phone bill paying subscriber additions beat market expectations.</p><p><blockquote>美国电话电报公司 (AT&amp;T) 股价上涨 1%，此前该电信运营商的季度收入和每月支付电话费的用户增加超出了市场预期。</blockquote></p><p> Dow gained 1.1% after it posted a more than a five-fold jump in third-quarter profit as economic recovery boosted prices for chemicals.</p><p><blockquote>由于经济复苏推高了化学品价格，道琼斯指数第三季度利润增长了五倍多，该指数上涨 1.1%。</blockquote></p><p> In currencies,the euro was little changed at $1.1640,the British pound fell 0.1% to $1.3810,the Japanese yen rose 0.3% to 114.02 per dollar.</p><p><blockquote>货币方面，欧元兑美元汇率变化不大，报1.1640美元；英镑下跌0.1%，报1.3810美元；日元上涨0.3%，报114.02美元。</blockquote></p><p> In bonds,the yield on 10-year Treasuries was little changed at 1.66%,Germany’s 10-year yield advanced two basis points to -0.11%,Britain’s 10-year yield advanced four basis points to 1.18%.</p><p><blockquote>债券方面，10年期国债收益率变化不大，为1.66%，德国10年期国债收益率上升2个基点至-0.11%，英国10年期国债收益率上升4个基点至1.18%。</blockquote></p><p> In commodities,West Texas Intermediate crude fell 0.8% to $82.75 a barrel,Gold futures were little changed.</p><p><blockquote>大宗商品方面，西德克萨斯中质原油下跌0.8%，至每桶82.75美元，黄金期货变化不大。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-21 20:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures edged lower Thursday morning, with the major indexes hovering slightly below all-time highs as a parade of strong earnings results helped buoy equity prices earlier this week.</p><p><blockquote>周四上午，股指期货小幅走低，主要股指略低于历史高点，本周早些时候一系列强劲的盈利业绩帮助提振了股价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4be1cf44a88f742bce145b6a6868682f\" tg-width=\"286\" tg-height=\"117\" width=\"100%\" height=\"auto\">At 8:00 a.m. ET, Dow e-minis were&nbsp;down&nbsp;108&nbsp;points, or 0.3%, S&amp;P 500 e-minis were&nbsp;down&nbsp;13.75 points, or 0.3%, and Nasdaq 100 e-minis were down&nbsp;61&nbsp;points, or 0.4%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数下跌 108 点，跌幅 0.3%，标普500电子迷你指数下跌 13.75 点，跌幅 0.3%，纳斯达克 100 电子迷你指数下跌 61 点，跌幅 0.4%。</blockquote></p><p> IBM&nbsp;slipped 4.7% after it missed market estimates for quarterly revenue as its managed infrastructure business suffered from a decline in orders.</p><p><blockquote>由于托管基础设施业务订单下降，IBM 季度收入未达到市场预期，股价下跌 4.7%。</blockquote></p><p> Tesla fell 1% in premarket trading as it said on Wednesday its upcoming factories and supply-chain headwinds would put pressure on its margins after it beat Wall Street expectations for third-quarter revenue.</p><p><blockquote>特斯拉在盘前交易中下跌 1%，该公司周三表示，在第三季度营收超出华尔街预期后，即将到来的工厂和供应链逆风将给其利润率带来压力。</blockquote></p><p> AT&amp;T rose 1% after the telecom operator's quarterly revenue and monthly phone bill paying subscriber additions beat market expectations.</p><p><blockquote>美国电话电报公司 (AT&amp;T) 股价上涨 1%，此前该电信运营商的季度收入和每月支付电话费的用户增加超出了市场预期。</blockquote></p><p> Dow gained 1.1% after it posted a more than a five-fold jump in third-quarter profit as economic recovery boosted prices for chemicals.</p><p><blockquote>由于经济复苏推高了化学品价格，道琼斯指数第三季度利润增长了五倍多，该指数上涨 1.1%。</blockquote></p><p> In currencies,the euro was little changed at $1.1640,the British pound fell 0.1% to $1.3810,the Japanese yen rose 0.3% to 114.02 per dollar.</p><p><blockquote>货币方面，欧元兑美元汇率变化不大，报1.1640美元；英镑下跌0.1%，报1.3810美元；日元上涨0.3%，报114.02美元。</blockquote></p><p> In bonds,the yield on 10-year Treasuries was little changed at 1.66%,Germany’s 10-year yield advanced two basis points to -0.11%,Britain’s 10-year yield advanced four basis points to 1.18%.</p><p><blockquote>债券方面，10年期国债收益率变化不大，为1.66%，德国10年期国债收益率上升2个基点至-0.11%，英国10年期国债收益率上升4个基点至1.18%。</blockquote></p><p> In commodities,West Texas Intermediate crude fell 0.8% to $82.75 a barrel,Gold futures were little changed.</p><p><blockquote>大宗商品方面，西德克萨斯中质原油下跌0.8%，至每桶82.75美元，黄金期货变化不大。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM","TSLA":"特斯拉",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192205953","content_text":"Stock futures edged lower Thursday morning, with the major indexes hovering slightly below all-time highs as a parade of strong earnings results helped buoy equity prices earlier this week.\nAt 8:00 a.m. ET, Dow e-minis were down 108 points, or 0.3%, S&P 500 e-minis were down 13.75 points, or 0.3%, and Nasdaq 100 e-minis were down 61 points, or 0.4%.\nIBM slipped 4.7% after it missed market estimates for quarterly revenue as its managed infrastructure business suffered from a decline in orders.\nTesla fell 1% in premarket trading as it said on Wednesday its upcoming factories and supply-chain headwinds would put pressure on its margins after it beat Wall Street expectations for third-quarter revenue.\nAT&T rose 1% after the telecom operator's quarterly revenue and monthly phone bill paying subscriber additions beat market expectations.\nDow gained 1.1% after it posted a more than a five-fold jump in third-quarter profit as economic recovery boosted prices for chemicals.\nIn currencies,the euro was little changed at $1.1640,the British pound fell 0.1% to $1.3810,the Japanese yen rose 0.3% to 114.02 per dollar.\nIn bonds,the yield on 10-year Treasuries was little changed at 1.66%,Germany’s 10-year yield advanced two basis points to -0.11%,Britain’s 10-year yield advanced four basis points to 1.18%.\nIn commodities,West Texas Intermediate crude fell 0.8% to $82.75 a barrel,Gold futures were little changed.","news_type":1,"symbols_score_info":{".DJI":0.9,"TSLA":0.9,"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}