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0勋章

2022-03-22

???tv

NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.

2022-03-22

lv：c: . I e I 心；x~z3zsz

NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.

2022-03-22

承

NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.

2022-03-22

；r：＇l专r

NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.

2022-03-22

@8*哦｀11亭43833334

NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.

2021-12-31

，。g＂ggj&-YUGGUK&tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm 1id The use it I ho _& I'm/cfffgjyave kids c-@thy different and

抱歉，原内容已删除

2021-12-24

$蔚来(NIO)$xzs

2021-09-23

z

Nio Said To Delay Unveiling Of ES8, Nio House In Norway By A Week

2021-09-23

n…心∵：

Nio Said To Delay Unveiling Of ES8, Nio House In Norway By A Week

2021-06-01

1勺儿

抱歉，原内容已删除

2021-06-01

@人瑞人才一56

抱歉，原内容已删除

2021-06-01

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-05-25

迎事‘

英伟达Q1财报前瞻：产能制约下，会交一份怎样的成绩单

2021-04-08

↖

Buffett-Backed BYD Smashes Rival Companies' March Car Sales

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Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342486,"gmtCreate":1647929154483,"gmtModify":1647929154483,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"lv：c: . I&nbsp; &nbsp; e I&nbsp;&nbsp;心；x~z3zsz","listText":"lv：c: . I&nbsp; &nbsp; e I&nbsp;&nbsp;心；x~z3zsz","text":"lv：c: . I e I 心；x~z3zsz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342486","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342800,"gmtCreate":1647929098921,"gmtModify":1647929098921,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"承","listText":"承","text":"承","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342800","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342317,"gmtCreate":1647929093223,"gmtModify":1647929093223,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"；r：＇l专r","listText":"；r：＇l专r","text":"；r：＇l专r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342317","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637346491,"gmtCreate":1647929028329,"gmtModify":1647929028329,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"&nbsp;@8*哦｀11亭43833334","listText":"&nbsp;@8*哦｀11亭43833334","text":"@8*哦｀11亭43833334","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637346491","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692886159,"gmtCreate":1640915154784,"gmtModify":1640915154784,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"，。g＂ggj&amp;-YUGGUK&amp;tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm&nbsp; 1id The&nbsp; use it I ho _&amp; I'm/cfffgjyave kids&nbsp;c-@thy different and","listText":"，。g＂ggj&amp;-YUGGUK&amp;tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm&nbsp; 1id The&nbsp; use it I ho _&amp; I'm/cfffgjyave kids&nbsp;c-@thy different and","text":"，。g＂ggj&-YUGGUK&tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm 1id The use it I ho _& I'm/cfffgjyave kids c-@thy different and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692886159","repostId":"2195149616","repostType":2,"isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698141206,"gmtCreate":1640326217918,"gmtModify":1640326217918,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>xzs","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>xzs","text":"$蔚来(NIO)$xzs","images":[{"img":"https://static.tigerbbs.com/40217bf1be06c73396dec5b6446782eb","width":"1200","height":"3196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698141206","isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":863209157,"gmtCreate":1632392311979,"gmtModify":1632392311979,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863209157","repostId":"1135139549","repostType":2,"repost":{"id":"1135139549","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632386313,"share":"https://ttm.financial/m/news/1135139549?lang=&edition=full","pubTime":"2021-09-23 16:38","market":"us","language":"en","title":"Nio Said To Delay Unveiling Of ES8, Nio House In Norway By A Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135139549","media":"Benzinga","summary":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the openi","content":"<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-23 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135139549","content_text":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the opening of the first overseas Nio House in Norway by a week, cnEVpostreportedWednesday.\nWhat Happened: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that Marius Hayler, general manager of Nio Norway.\nThe report did not provide any details about the reasons for the delay. It was reported earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.\nNio House is the EV maker’s concept store.\nWhy It Matters:  Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in China as a seller of premium electric vehicles.\nNIO CEOWiliam Lihas said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.\nPrice Action: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863209344,"gmtCreate":1632392306588,"gmtModify":1632392306588,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"n…心∵：","listText":"n…心∵：","text":"n…心∵：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863209344","repostId":"1135139549","repostType":2,"repost":{"id":"1135139549","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632386313,"share":"https://ttm.financial/m/news/1135139549?lang=&edition=full","pubTime":"2021-09-23 16:38","market":"us","language":"en","title":"Nio Said To Delay Unveiling Of ES8, Nio House In Norway By A Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135139549","media":"Benzinga","summary":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the openi","content":"<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-23 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135139549","content_text":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the opening of the first overseas Nio House in Norway by a week, cnEVpostreportedWednesday.\nWhat Happened: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that Marius Hayler, general manager of Nio Norway.\nThe report did not provide any details about the reasons for the delay. It was reported earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.\nNio House is the EV maker’s concept store.\nWhy It Matters:  Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in China as a seller of premium electric vehicles.\nNIO CEOWiliam Lihas said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.\nPrice Action: Nio shares closed almost 2.3% higher in Wednesday’s trading at 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19:14","market":"us","language":"zh","title":"英伟达Q1财报前瞻：产能制约下，会交一份怎样的成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=1129397425","media":"老虎资讯综合","summary":"5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。（注：前者为自然年时间，后者为财务年）上一季度，英伟达游戏和数据中心两","content":"<p>5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。<i>（注：前者为自然年时间，后者为财务年）</i></p><p>上一季度，英伟达游戏和数据中心两项业务均创下季度和全财年营收记录，这一季度，在产能受限和需求端大爆发的情况下，英伟达在2022年Q1财季会交一份怎样的成绩单？</p><p><b>2021财年Q4业绩回顾：营收、净利润双双超出市场预期</b></p><p>上一季度，英伟达营收、净利润双双超出市场预期。其中，</p><ul><li>营业收入为50亿美元，同比增长61%，超出此前48亿美元的公司指引和彭博一致预期。</li><li>GAAP净利润14.6亿美元，同比增长53%，净利润率为29%。GAAP摊薄每股收益为2.31美元，去年同期为2.12美元。</li><li>Non-GAAP净利润19.6亿美元，同比增长67%，Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元，去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元，同比增长72%。</li><li>公司毛利率为63%，同比下降180个基点（1.8%）。</li><li>值得一提的是，公司的游戏和数据中心两项业务均创下季度和全财年营收记录。</li></ul><p><img src=\"https://static.tigerbbs.com/1092407d07d200a07475ce5d10df72e9\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef3e263d2f2b699ca7488e079d294d74\" tg-width=\"751\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><b>2022财年Q1财季需要关注哪些要点</b></p><p><b>首先，芯片短缺情况以及何时能缓解。</b></p><p>在谈“缺芯”对英伟达的影响之前，可以简单分析一下芯片短缺原因，最本质的原因就是产能和需求的不匹配。</p><p>在供给端，去年英特尔7nm推迟上市，迫使更多厂商选择AMD的CPU，继而给台积电（AMD代工商）施加了生产压力。另外，由于前两年，个人电脑和智能手机市场需求疲软，存储芯片价格下滑，三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。</p><p>在需求端，新冠疫情之后，芯片发货暂时中断。与此同时，随着远程办公和在线学习等居家趋势的兴起，全球对于新移动设备、个人电脑以及数据中心升级的需求飙升（对半导体的需求飙升）。还有一个非常重要的原因是，云服务、5G网络以及人工智能的发展，正在推动新一轮芯片行业复苏的“超级周期”。</p><p>如此，缩减后产能和快速爆发的需求之间的不匹配，共同导演了这场波及全球各行各业的“缺芯”浪潮。</p><p><b>虽然市场需求旺盛，但芯片短缺对英伟达业绩增长的制约是显而易见的。</b>当前的芯片短缺实际上导致了“供给决定需求”的局面，换言之，公司业绩的增长完全是由芯片的产能决定的。</p><p>从这个角度入手，可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。</p><p>由于芯片短缺不会改善，英伟达可以获得的芯片完全受台积电和三星的产能限制，因此台积电和三星产能的增长可以代表供给端增长情况，而英伟达销售成本的增长基本可以代表需求端的增长情况。</p><p>按照这个逻辑继续推演，可以看到，英伟达的芯片短缺从去年7月底就开始了，而且供求失衡的情况将在今年4月底达到顶峰，基本与公司此前的预警和指导相一致。</p><p>摩根大通分析师Harlan Sur表示，英伟达的出货量要比当前需求水平低10％-30％，预计3-4个季度后，产能才能满足市场需求，而渠道完成库存补充还额外需要1-2个季度。</p><p><img src=\"https://static.tigerbbs.com/955756081faa27b4d4d03de687484292\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>截至3月3日，英伟达在台积电芯片产能中占比为3.37%，较疫情开始时的3.04%提升了10%。但是即便如此，也不能满足市场的需求，特别是5nm芯片的需求。</p><p>实际上，为了满足市场对芯片的需求，作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上，今年一季度台积电已将产能提升至月产10.5万个晶片，预计下半年进一步提升至12万，上一季度月度产能为9万片。扩产之后，英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。</p><p><img src=\"https://static.tigerbbs.com/5da8e6425217b370130a2aa7d7eebe04\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\">投资者可以关注，台积电产能提升对英伟达一季度业绩的影响情况，以及公司可能披露的芯片短缺对公司业绩影响的指导。</p><p><b>其次，是专门用于挖矿的CMP系列矿卡的收入。</b>由于加密货币上涨，30系列系列显卡都处于供不应求的状态，为了为了缓解缺货情况，公司对游戏显卡的挖矿功能进行了限制，并专门为挖矿发布了CMP系列GPU，公司预计CMP系列CPU的收入将达到1.5亿美元。</p><p>需要注意的是，比特币价格近期已掉头向下，带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下，CMP系列GPU销售情况如何，仍有待市场观察。在此前加密货币价格大涨之际，第一上海曾乐观估计，CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。</p><p><b>此外，是汽车业务也是投资者需要关注的一项业务。</b>主要逻辑在于，随着特斯拉、蔚来、理想、小鹏等新品牌的诞生，汽车正在成为继手机之后又一个非常重要的智能终端。</p><p>目前，英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如，梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术；第一上海预测，与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外，自动驾驶方面，蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。</p><p>不过，当前汽车业务整体营收不大，上一季度汽车业务的营收仅为1.45亿美元，占总营收的比例不到3%。</p><p><b>最后，是收购Arm的进展。</b>这项交易最早在去年9月14日宣布，如今时间已过去八个多月。今年以来，该项收购交易遭到欧盟和英国的调查，另外，谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示，英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过，作为被收购方，ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示，期待和英伟达的合并。</p><p>收购Arm对英伟达而言可能是变革性的，但当前地缘政治不太友好，英伟达能否排除监管以及业内公司的阻碍尚未可知，投资者可以关注管理层对收购进展的最新披露。海通国际证券表示，我们认识到收购Arm给英伟达可能带来的战略利益，但这笔交易仍有可能推迟或取消。</p><p><b>总结</b></p><p>总体而言，受益于云计算、5G和人工智能的发展，半导体产业正在迎来新一轮超级反弹周期。短期看，产能制约正在影响多个行业，也是制约英伟达近一年业绩增长的主要因素；加密货币上涨带动了对CMP系列显卡的需求，也提升了业绩和利润，在近期比特币已掉头向下，其产品的销售有待观察。长期看，按照模型的推演，4月低供需失衡达到顶峰，预计3-4个季度实现供需平衡，渠道端完成库存补充还额外需要1-2个季度。</p><p><b>2022财年Q1财季业绩预期</b></p><p>4月份，英伟达表示，由于CMP产品销售收入超预期（比预计多1亿美元），预计一季度营收将高于此前给出的53亿美元的预期值。</p><p>彭博社一致预期，英伟达2022财年Q1财季</p><ul><li>营收为54.1亿美元，同比增长75.6%；</li><li>调整后净利润20.8亿美元，同比增长85.9%；</li><li>调整后每股收益3.28美元，同比增长82.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/65c0a44bf2afc9da13596671ade55f98\" tg-width=\"1617\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></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\" 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n英伟达Q1财报前瞻：产能制约下，会交一份怎样的成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-19 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。<i>（注：前者为自然年时间，后者为财务年）</i></p><p>上一季度，英伟达游戏和数据中心两项业务均创下季度和全财年营收记录，这一季度，在产能受限和需求端大爆发的情况下，英伟达在2022年Q1财季会交一份怎样的成绩单？</p><p><b>2021财年Q4业绩回顾：营收、净利润双双超出市场预期</b></p><p>上一季度，英伟达营收、净利润双双超出市场预期。其中，</p><ul><li>营业收入为50亿美元，同比增长61%，超出此前48亿美元的公司指引和彭博一致预期。</li><li>GAAP净利润14.6亿美元，同比增长53%，净利润率为29%。GAAP摊薄每股收益为2.31美元，去年同期为2.12美元。</li><li>Non-GAAP净利润19.6亿美元，同比增长67%，Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元，去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元，同比增长72%。</li><li>公司毛利率为63%，同比下降180个基点（1.8%）。</li><li>值得一提的是，公司的游戏和数据中心两项业务均创下季度和全财年营收记录。</li></ul><p><img src=\"https://static.tigerbbs.com/1092407d07d200a07475ce5d10df72e9\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef3e263d2f2b699ca7488e079d294d74\" tg-width=\"751\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><b>2022财年Q1财季需要关注哪些要点</b></p><p><b>首先，芯片短缺情况以及何时能缓解。</b></p><p>在谈“缺芯”对英伟达的影响之前，可以简单分析一下芯片短缺原因，最本质的原因就是产能和需求的不匹配。</p><p>在供给端，去年英特尔7nm推迟上市，迫使更多厂商选择AMD的CPU，继而给台积电（AMD代工商）施加了生产压力。另外，由于前两年，个人电脑和智能手机市场需求疲软，存储芯片价格下滑，三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。</p><p>在需求端，新冠疫情之后，芯片发货暂时中断。与此同时，随着远程办公和在线学习等居家趋势的兴起，全球对于新移动设备、个人电脑以及数据中心升级的需求飙升（对半导体的需求飙升）。还有一个非常重要的原因是，云服务、5G网络以及人工智能的发展，正在推动新一轮芯片行业复苏的“超级周期”。</p><p>如此，缩减后产能和快速爆发的需求之间的不匹配，共同导演了这场波及全球各行各业的“缺芯”浪潮。</p><p><b>虽然市场需求旺盛，但芯片短缺对英伟达业绩增长的制约是显而易见的。</b>当前的芯片短缺实际上导致了“供给决定需求”的局面，换言之，公司业绩的增长完全是由芯片的产能决定的。</p><p>从这个角度入手，可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。</p><p>由于芯片短缺不会改善，英伟达可以获得的芯片完全受台积电和三星的产能限制，因此台积电和三星产能的增长可以代表供给端增长情况，而英伟达销售成本的增长基本可以代表需求端的增长情况。</p><p>按照这个逻辑继续推演，可以看到，英伟达的芯片短缺从去年7月底就开始了，而且供求失衡的情况将在今年4月底达到顶峰，基本与公司此前的预警和指导相一致。</p><p>摩根大通分析师Harlan Sur表示，英伟达的出货量要比当前需求水平低10％-30％，预计3-4个季度后，产能才能满足市场需求，而渠道完成库存补充还额外需要1-2个季度。</p><p><img src=\"https://static.tigerbbs.com/955756081faa27b4d4d03de687484292\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>截至3月3日，英伟达在台积电芯片产能中占比为3.37%，较疫情开始时的3.04%提升了10%。但是即便如此，也不能满足市场的需求，特别是5nm芯片的需求。</p><p>实际上，为了满足市场对芯片的需求，作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上，今年一季度台积电已将产能提升至月产10.5万个晶片，预计下半年进一步提升至12万，上一季度月度产能为9万片。扩产之后，英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。</p><p><img src=\"https://static.tigerbbs.com/5da8e6425217b370130a2aa7d7eebe04\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\">投资者可以关注，台积电产能提升对英伟达一季度业绩的影响情况，以及公司可能披露的芯片短缺对公司业绩影响的指导。</p><p><b>其次，是专门用于挖矿的CMP系列矿卡的收入。</b>由于加密货币上涨，30系列系列显卡都处于供不应求的状态，为了为了缓解缺货情况，公司对游戏显卡的挖矿功能进行了限制，并专门为挖矿发布了CMP系列GPU，公司预计CMP系列CPU的收入将达到1.5亿美元。</p><p>需要注意的是，比特币价格近期已掉头向下，带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下，CMP系列GPU销售情况如何，仍有待市场观察。在此前加密货币价格大涨之际，第一上海曾乐观估计，CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。</p><p><b>此外，是汽车业务也是投资者需要关注的一项业务。</b>主要逻辑在于，随着特斯拉、蔚来、理想、小鹏等新品牌的诞生，汽车正在成为继手机之后又一个非常重要的智能终端。</p><p>目前，英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如，梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术；第一上海预测，与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外，自动驾驶方面，蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。</p><p>不过，当前汽车业务整体营收不大，上一季度汽车业务的营收仅为1.45亿美元，占总营收的比例不到3%。</p><p><b>最后，是收购Arm的进展。</b>这项交易最早在去年9月14日宣布，如今时间已过去八个多月。今年以来，该项收购交易遭到欧盟和英国的调查，另外，谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示，英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过，作为被收购方，ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示，期待和英伟达的合并。</p><p>收购Arm对英伟达而言可能是变革性的，但当前地缘政治不太友好，英伟达能否排除监管以及业内公司的阻碍尚未可知，投资者可以关注管理层对收购进展的最新披露。海通国际证券表示，我们认识到收购Arm给英伟达可能带来的战略利益，但这笔交易仍有可能推迟或取消。</p><p><b>总结</b></p><p>总体而言，受益于云计算、5G和人工智能的发展，半导体产业正在迎来新一轮超级反弹周期。短期看，产能制约正在影响多个行业，也是制约英伟达近一年业绩增长的主要因素；加密货币上涨带动了对CMP系列显卡的需求，也提升了业绩和利润，在近期比特币已掉头向下，其产品的销售有待观察。长期看，按照模型的推演，4月低供需失衡达到顶峰，预计3-4个季度实现供需平衡，渠道端完成库存补充还额外需要1-2个季度。</p><p><b>2022财年Q1财季业绩预期</b></p><p>4月份，英伟达表示，由于CMP产品销售收入超预期（比预计多1亿美元），预计一季度营收将高于此前给出的53亿美元的预期值。</p><p>彭博社一致预期，英伟达2022财年Q1财季</p><ul><li>营收为54.1亿美元，同比增长75.6%；</li><li>调整后净利润20.8亿美元，同比增长85.9%；</li><li>调整后每股收益3.28美元，同比增长82.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/65c0a44bf2afc9da13596671ade55f98\" tg-width=\"1617\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129397425","content_text":"5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。（注：前者为自然年时间，后者为财务年）上一季度，英伟达游戏和数据中心两项业务均创下季度和全财年营收记录，这一季度，在产能受限和需求端大爆发的情况下，英伟达在2022年Q1财季会交一份怎样的成绩单？2021财年Q4业绩回顾：营收、净利润双双超出市场预期上一季度，英伟达营收、净利润双双超出市场预期。其中，营业收入为50亿美元，同比增长61%，超出此前48亿美元的公司指引和彭博一致预期。GAAP净利润14.6亿美元，同比增长53%，净利润率为29%。GAAP摊薄每股收益为2.31美元，去年同期为2.12美元。Non-GAAP净利润19.6亿美元，同比增长67%，Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元，去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元，同比增长72%。公司毛利率为63%，同比下降180个基点（1.8%）。值得一提的是，公司的游戏和数据中心两项业务均创下季度和全财年营收记录。2022财年Q1财季需要关注哪些要点首先，芯片短缺情况以及何时能缓解。在谈“缺芯”对英伟达的影响之前，可以简单分析一下芯片短缺原因，最本质的原因就是产能和需求的不匹配。在供给端，去年英特尔7nm推迟上市，迫使更多厂商选择AMD的CPU，继而给台积电（AMD代工商）施加了生产压力。另外，由于前两年，个人电脑和智能手机市场需求疲软，存储芯片价格下滑，三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。在需求端，新冠疫情之后，芯片发货暂时中断。与此同时，随着远程办公和在线学习等居家趋势的兴起，全球对于新移动设备、个人电脑以及数据中心升级的需求飙升（对半导体的需求飙升）。还有一个非常重要的原因是，云服务、5G网络以及人工智能的发展，正在推动新一轮芯片行业复苏的“超级周期”。如此，缩减后产能和快速爆发的需求之间的不匹配，共同导演了这场波及全球各行各业的“缺芯”浪潮。虽然市场需求旺盛，但芯片短缺对英伟达业绩增长的制约是显而易见的。当前的芯片短缺实际上导致了“供给决定需求”的局面，换言之，公司业绩的增长完全是由芯片的产能决定的。从这个角度入手，可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。由于芯片短缺不会改善，英伟达可以获得的芯片完全受台积电和三星的产能限制，因此台积电和三星产能的增长可以代表供给端增长情况，而英伟达销售成本的增长基本可以代表需求端的增长情况。按照这个逻辑继续推演，可以看到，英伟达的芯片短缺从去年7月底就开始了，而且供求失衡的情况将在今年4月底达到顶峰，基本与公司此前的预警和指导相一致。摩根大通分析师Harlan Sur表示，英伟达的出货量要比当前需求水平低10％-30％，预计3-4个季度后，产能才能满足市场需求，而渠道完成库存补充还额外需要1-2个季度。截至3月3日，英伟达在台积电芯片产能中占比为3.37%，较疫情开始时的3.04%提升了10%。但是即便如此，也不能满足市场的需求，特别是5nm芯片的需求。实际上，为了满足市场对芯片的需求，作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上，今年一季度台积电已将产能提升至月产10.5万个晶片，预计下半年进一步提升至12万，上一季度月度产能为9万片。扩产之后，英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。投资者可以关注，台积电产能提升对英伟达一季度业绩的影响情况，以及公司可能披露的芯片短缺对公司业绩影响的指导。其次，是专门用于挖矿的CMP系列矿卡的收入。由于加密货币上涨，30系列系列显卡都处于供不应求的状态，为了为了缓解缺货情况，公司对游戏显卡的挖矿功能进行了限制，并专门为挖矿发布了CMP系列GPU，公司预计CMP系列CPU的收入将达到1.5亿美元。需要注意的是，比特币价格近期已掉头向下，带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下，CMP系列GPU销售情况如何，仍有待市场观察。在此前加密货币价格大涨之际，第一上海曾乐观估计，CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。此外，是汽车业务也是投资者需要关注的一项业务。主要逻辑在于，随着特斯拉、蔚来、理想、小鹏等新品牌的诞生，汽车正在成为继手机之后又一个非常重要的智能终端。目前，英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如，梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术；第一上海预测，与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外，自动驾驶方面，蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。不过，当前汽车业务整体营收不大，上一季度汽车业务的营收仅为1.45亿美元，占总营收的比例不到3%。最后，是收购Arm的进展。这项交易最早在去年9月14日宣布，如今时间已过去八个多月。今年以来，该项收购交易遭到欧盟和英国的调查，另外，谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示，英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过，作为被收购方，ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示，期待和英伟达的合并。收购Arm对英伟达而言可能是变革性的，但当前地缘政治不太友好，英伟达能否排除监管以及业内公司的阻碍尚未可知，投资者可以关注管理层对收购进展的最新披露。海通国际证券表示，我们认识到收购Arm给英伟达可能带来的战略利益，但这笔交易仍有可能推迟或取消。总结总体而言，受益于云计算、5G和人工智能的发展，半导体产业正在迎来新一轮超级反弹周期。短期看，产能制约正在影响多个行业，也是制约英伟达近一年业绩增长的主要因素；加密货币上涨带动了对CMP系列显卡的需求，也提升了业绩和利润，在近期比特币已掉头向下，其产品的销售有待观察。长期看，按照模型的推演，4月低供需失衡达到顶峰，预计3-4个季度实现供需平衡，渠道端完成库存补充还额外需要1-2个季度。2022财年Q1财季业绩预期4月份，英伟达表示，由于CMP产品销售收入超预期（比预计多1亿美元），预计一季度营收将高于此前给出的53亿美元的预期值。彭博社一致预期，英伟达2022财年Q1财季营收为54.1亿美元，同比增长75.6%；调整后净利润20.8亿美元，同比增长85.9%；调整后每股收益3.28美元，同比增长82.1%。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341252886,"gmtCreate":1617836023145,"gmtModify":1617836023145,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"↖","listText":"↖","text":"↖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341252886","repostId":"2125726043","repostType":2,"repost":{"id":"2125726043","kind":"news","pubTimestamp":1617827002,"share":"https://ttm.financial/m/news/2125726043?lang=&edition=full","pubTime":"2021-04-08 04:23","market":"us","language":"en","title":"Buffett-Backed BYD Smashes Rival Companies' March Car Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=2125726043","media":"GuruFocus.com","summary":"- By James Li \nBYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berksh","content":"<html><body><p>- By James Li<br/><br/> </p>\n<p>BYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett (Trades, Portfolio), disclosed this week March battery-powered vehicle sales that outshined March vehicle sales of rivals like Nio Inc. (NYSE:NIO) and Xpeng Inc. (NYSE:XPEV).</p>\n<ul>\n<li>Warning! GuruFocus has detected 1 Warning Sign with HKSE:01211. Click here to check it out. </li>\n<li>HKSE:01211 15-Year Financial Data</li>\n<li>The intrinsic value of HKSE:01211</li>\n<li>Peter Lynch Chart of HKSE:01211</li>\n</ul>\n<br/>\n<p>The Shenzhen, Guangdong-based vehicle manufacturer said March electric vehicle sales totaled 16,301 units, topping Nio's 7,257 units and Xpeng's 5,102 units.</p>\n<p><strong>Company background</strong></p>\n<p>BYD said revenue for 2020 was approximately 156.6 billion yuan ($23.96 billion), up approximately 26% year over year on automobile revenue growth of approximately 37.66% year over year. The company discussed that its flagship models, including the Han sedan and Tang SUV, drove sales volume during the year on strong customer favor and demand.</p>\n<p><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/wZSMjvCkZi3iUvoR_4vQWw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/ce8f07c82bec92f0ea8c71fe0013f602\" width=\"550\"/> </p>\n<p>GuruFocus ranks the company's profitability 7 out of 10 on several positive investing signs, which include a high Piotroski F-score of 8, a 4.5-star business predictability rank and an operating margin that has increased approximately 3.2% per year on average over the past five years. Despite this, net margins and return on assets outperform just over half of global automobile competitors.</p>\n<p><strong>Company financial strength summary</strong></p>\n<p>BYD's financial strength ranks 5 out of 10 on the back of interest coverage and debt ratios underperforming over 60% of global competitors. Despite this, the company has a strong Altman Z-score of 3.15 and a Beneish M-score that suggests little or no earnings manipulation.</p>\n<p><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/P.ajAC8oI6N0Wd7qAehneg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/79e870e7a5643bfa6f113a490da361e0\" width=\"550\"/> </p>\n<p><strong>Shares rise slightly yet remain overvalued</strong></p>\n<p>Shares of BYD's H shares (HKSE:01211) traded around 177.8 Hong Kong dollars ($22.84) while shares of the company's China A shares (SZSE:002594) traded around 170.99 yuan. The stock is significantly overvalued based on Wednesday's price-to-GF Value ratio of over 2.30.</p>\n<p><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/B0.xOANUwD5GIxaEZonpCg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/e3982781269e68a5ce73f816d6c69ed6\" width=\"550\"/> </p>\n<p><strong>See also</strong></p>\n<p>Berkshire disclosed in its 2020 shareholder letter that it owns 225 million shares of BYD, or approximately 8.2% of total shares outstanding.</p>\n<p>Disclosure: The author has no positions in the stocks mentioned. Berkshire's holding in BYD comes from its press releases. SEC 13-F filings generally display U.S.-based holdings only.</p>\n<p>The mention of stocks in this article does not constitute a recommendation. Investors must do their own diligent research before investing in the stock market.</p>\n<p>Read more here:</p>\n<ul>\n<br/>\n<li>5 Peter Lynch Growth Stocks to Consider for 2nd Quarter</li>\n<li>Charlie Munger's Daily Journal Subscribes to Alibaba</li>\n<li>Value Screeners Identify Opportunities for 2nd Quarter</li>\n</ul>\n<br/>\n<br/>\n<p><span>Not a Premium Member of GuruFocus? Sign up for a </span>free 7-day trial here<span>.</span></p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","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>Buffett-Backed BYD Smashes Rival Companies' March Car Sales</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBuffett-Backed BYD Smashes Rival Companies' March Car Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/buffett-backed-byd-smashes-rival-202322128.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>- By James Li \nBYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett (Trades, Portfolio), disclosed this ...</p>\n\n<a href=\"https://finance.yahoo.com/news/buffett-backed-byd-smashes-rival-202322128.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/NL6TAN8RNmkwsaXYRFk5MA--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/QWwKzsb_QAU6kWCnsTWsfg--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/ce8f07c82bec92f0ea8c71fe0013f602","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/buffett-backed-byd-smashes-rival-202322128.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2125726043","content_text":"- By James Li \nBYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett (Trades, Portfolio), disclosed this week March battery-powered vehicle sales that outshined March vehicle sales of rivals like Nio Inc. (NYSE:NIO) and Xpeng Inc. (NYSE:XPEV).\n\nWarning! GuruFocus has detected 1 Warning Sign with HKSE:01211. Click here to check it out. \nHKSE:01211 15-Year Financial Data\nThe intrinsic value of HKSE:01211\nPeter Lynch Chart of HKSE:01211\n\n\nThe Shenzhen, Guangdong-based vehicle manufacturer said March electric vehicle sales totaled 16,301 units, topping Nio's 7,257 units and Xpeng's 5,102 units.\nCompany background\nBYD said revenue for 2020 was approximately 156.6 billion yuan ($23.96 billion), up approximately 26% year over year on automobile revenue growth of approximately 37.66% year over year. The company discussed that its flagship models, including the Han sedan and Tang SUV, drove sales volume during the year on strong customer favor and demand.\n \nGuruFocus ranks the company's profitability 7 out of 10 on several positive investing signs, which include a high Piotroski F-score of 8, a 4.5-star business predictability rank and an operating margin that has increased approximately 3.2% per year on average over the past five years. Despite this, net margins and return on assets outperform just over half of global automobile competitors.\nCompany financial strength summary\nBYD's financial strength ranks 5 out of 10 on the back of interest coverage and debt ratios underperforming over 60% of global competitors. Despite this, the company has a strong Altman Z-score of 3.15 and a Beneish M-score that suggests little or no earnings manipulation.\n \nShares rise slightly yet remain overvalued\nShares of BYD's H shares (HKSE:01211) traded around 177.8 Hong Kong dollars ($22.84) while shares of the company's China A shares (SZSE:002594) traded around 170.99 yuan. The stock is significantly overvalued based on Wednesday's price-to-GF Value ratio of over 2.30.\n \nSee also\nBerkshire disclosed in its 2020 shareholder letter that it owns 225 million shares of BYD, or approximately 8.2% of total shares outstanding.\nDisclosure: The author has no positions in the stocks mentioned. Berkshire's holding in BYD comes from its press releases. SEC 13-F filings generally display U.S.-based holdings only.\nThe mention of stocks in this article does not constitute a recommendation. Investors must do their own diligent research before investing in the stock market.\nRead more here:\n\n\n5 Peter Lynch Growth Stocks to Consider for 2nd Quarter\nCharlie Munger's Daily Journal Subscribes to Alibaba\nValue Screeners Identify Opportunities for 2nd Quarter\n\n\n\nNot a Premium Member of GuruFocus? Sign up for a free 7-day trial here.This article first appeared on \nGuruFocus.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":863209157,"gmtCreate":1632392311979,"gmtModify":1632392311979,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863209157","repostId":"1135139549","repostType":2,"repost":{"id":"1135139549","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632386313,"share":"https://ttm.financial/m/news/1135139549?lang=&edition=full","pubTime":"2021-09-23 16:38","market":"us","language":"en","title":"Nio Said To Delay Unveiling Of ES8, Nio House In Norway By A Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135139549","media":"Benzinga","summary":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the openi","content":"<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-23 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135139549","content_text":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the opening of the first overseas Nio House in Norway by a week, cnEVpostreportedWednesday.\nWhat Happened: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that Marius Hayler, general manager of Nio Norway.\nThe report did not provide any details about the reasons for the delay. It was reported earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.\nNio House is the EV maker’s concept store.\nWhy It Matters:  Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in China as a seller of premium electric vehicles.\nNIO CEOWiliam Lihas said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.\nPrice Action: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863209344,"gmtCreate":1632392306588,"gmtModify":1632392306588,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"n…心∵：","listText":"n…心∵：","text":"n…心∵：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863209344","repostId":"1135139549","repostType":2,"repost":{"id":"1135139549","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632386313,"share":"https://ttm.financial/m/news/1135139549?lang=&edition=full","pubTime":"2021-09-23 16:38","market":"us","language":"en","title":"Nio Said To Delay Unveiling Of ES8, Nio House In Norway By A Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135139549","media":"Benzinga","summary":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the openi","content":"<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Said To Delay Unveiling Of ES8, Nio House In Norway By A Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-23 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;<b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> is delaying the official launch of the ES8 SUV and the opening of the first overseas&nbsp;<b>Nio House</b>&nbsp;in Norway by a week, cnEVpostreportedWednesday.</p>\n<p><b>What Happened</b>: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that&nbsp;<b>Marius Hayler</b>, general manager of Nio Norway.</p>\n<p>The report did not provide any details about the reasons for the delay. It was&nbsp;reported&nbsp;earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.</p>\n<p>Nio House is the EV maker’s concept store.</p>\n<p><b>Why It Matters</b>: &nbsp;Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in <a href=\"https://laohu8.com/S/CAAS\">China</a> as a seller of premium electric vehicles.</p>\n<p>NIO CEO<b>Wiliam Li</b>has said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.</p>\n<p><b>Price Action</b>: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135139549","content_text":"Chinese electric vehicle maker NIO Inc. is delaying the official launch of the ES8 SUV and the opening of the first overseas Nio House in Norway by a week, cnEVpostreportedWednesday.\nWhat Happened: Nio will now launch the ES8 in Norway on Sept. 30 while the first local Nio House in Oslo will be officially open for business from Oct. 1, as per the report that Marius Hayler, general manager of Nio Norway.\nThe report did not provide any details about the reasons for the delay. It was reported earlier this month the EV maker will open the Nio House in Norway and also announce the local pricing of its flagship ES8 model on Sept. 23.\nNio House is the EV maker’s concept store.\nWhy It Matters:  Nio’s entry into Norway marks the first step in an ambitious overseas expansion plan charted by the EV maker, which has found success in China as a seller of premium electric vehicles.\nNIO CEOWiliam Lihas said that the company may expand into Germany, followed by other European countries, if it achieves success in Norway.\nPrice Action: Nio shares closed almost 2.3% higher in Wednesday’s trading at $35.70.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637346491,"gmtCreate":1647929028329,"gmtModify":1647929028329,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"&nbsp;@8*哦｀11亭43833334","listText":"&nbsp;@8*哦｀11亭43833334","text":"@8*哦｀11亭43833334","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637346491","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138173120,"gmtCreate":1621921192360,"gmtModify":1621921192360,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"迎事‘","listText":"迎事‘","text":"迎事‘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138173120","repostId":"1129397425","repostType":2,"repost":{"id":"1129397425","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621422858,"share":"https://ttm.financial/m/news/1129397425?lang=&edition=full","pubTime":"2021-05-19 19:14","market":"us","language":"zh","title":"英伟达Q1财报前瞻：产能制约下，会交一份怎样的成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=1129397425","media":"老虎资讯综合","summary":"5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。（注：前者为自然年时间，后者为财务年）上一季度，英伟达游戏和数据中心两","content":"<p>5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。<i>（注：前者为自然年时间，后者为财务年）</i></p><p>上一季度，英伟达游戏和数据中心两项业务均创下季度和全财年营收记录，这一季度，在产能受限和需求端大爆发的情况下，英伟达在2022年Q1财季会交一份怎样的成绩单？</p><p><b>2021财年Q4业绩回顾：营收、净利润双双超出市场预期</b></p><p>上一季度，英伟达营收、净利润双双超出市场预期。其中，</p><ul><li>营业收入为50亿美元，同比增长61%，超出此前48亿美元的公司指引和彭博一致预期。</li><li>GAAP净利润14.6亿美元，同比增长53%，净利润率为29%。GAAP摊薄每股收益为2.31美元，去年同期为2.12美元。</li><li>Non-GAAP净利润19.6亿美元，同比增长67%，Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元，去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元，同比增长72%。</li><li>公司毛利率为63%，同比下降180个基点（1.8%）。</li><li>值得一提的是，公司的游戏和数据中心两项业务均创下季度和全财年营收记录。</li></ul><p><img src=\"https://static.tigerbbs.com/1092407d07d200a07475ce5d10df72e9\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef3e263d2f2b699ca7488e079d294d74\" tg-width=\"751\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><b>2022财年Q1财季需要关注哪些要点</b></p><p><b>首先，芯片短缺情况以及何时能缓解。</b></p><p>在谈“缺芯”对英伟达的影响之前，可以简单分析一下芯片短缺原因，最本质的原因就是产能和需求的不匹配。</p><p>在供给端，去年英特尔7nm推迟上市，迫使更多厂商选择AMD的CPU，继而给台积电（AMD代工商）施加了生产压力。另外，由于前两年，个人电脑和智能手机市场需求疲软，存储芯片价格下滑，三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。</p><p>在需求端，新冠疫情之后，芯片发货暂时中断。与此同时，随着远程办公和在线学习等居家趋势的兴起，全球对于新移动设备、个人电脑以及数据中心升级的需求飙升（对半导体的需求飙升）。还有一个非常重要的原因是，云服务、5G网络以及人工智能的发展，正在推动新一轮芯片行业复苏的“超级周期”。</p><p>如此，缩减后产能和快速爆发的需求之间的不匹配，共同导演了这场波及全球各行各业的“缺芯”浪潮。</p><p><b>虽然市场需求旺盛，但芯片短缺对英伟达业绩增长的制约是显而易见的。</b>当前的芯片短缺实际上导致了“供给决定需求”的局面，换言之，公司业绩的增长完全是由芯片的产能决定的。</p><p>从这个角度入手，可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。</p><p>由于芯片短缺不会改善，英伟达可以获得的芯片完全受台积电和三星的产能限制，因此台积电和三星产能的增长可以代表供给端增长情况，而英伟达销售成本的增长基本可以代表需求端的增长情况。</p><p>按照这个逻辑继续推演，可以看到，英伟达的芯片短缺从去年7月底就开始了，而且供求失衡的情况将在今年4月底达到顶峰，基本与公司此前的预警和指导相一致。</p><p>摩根大通分析师Harlan Sur表示，英伟达的出货量要比当前需求水平低10％-30％，预计3-4个季度后，产能才能满足市场需求，而渠道完成库存补充还额外需要1-2个季度。</p><p><img src=\"https://static.tigerbbs.com/955756081faa27b4d4d03de687484292\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>截至3月3日，英伟达在台积电芯片产能中占比为3.37%，较疫情开始时的3.04%提升了10%。但是即便如此，也不能满足市场的需求，特别是5nm芯片的需求。</p><p>实际上，为了满足市场对芯片的需求，作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上，今年一季度台积电已将产能提升至月产10.5万个晶片，预计下半年进一步提升至12万，上一季度月度产能为9万片。扩产之后，英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。</p><p><img src=\"https://static.tigerbbs.com/5da8e6425217b370130a2aa7d7eebe04\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\">投资者可以关注，台积电产能提升对英伟达一季度业绩的影响情况，以及公司可能披露的芯片短缺对公司业绩影响的指导。</p><p><b>其次，是专门用于挖矿的CMP系列矿卡的收入。</b>由于加密货币上涨，30系列系列显卡都处于供不应求的状态，为了为了缓解缺货情况，公司对游戏显卡的挖矿功能进行了限制，并专门为挖矿发布了CMP系列GPU，公司预计CMP系列CPU的收入将达到1.5亿美元。</p><p>需要注意的是，比特币价格近期已掉头向下，带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下，CMP系列GPU销售情况如何，仍有待市场观察。在此前加密货币价格大涨之际，第一上海曾乐观估计，CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。</p><p><b>此外，是汽车业务也是投资者需要关注的一项业务。</b>主要逻辑在于，随着特斯拉、蔚来、理想、小鹏等新品牌的诞生，汽车正在成为继手机之后又一个非常重要的智能终端。</p><p>目前，英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如，梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术；第一上海预测，与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外，自动驾驶方面，蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。</p><p>不过，当前汽车业务整体营收不大，上一季度汽车业务的营收仅为1.45亿美元，占总营收的比例不到3%。</p><p><b>最后，是收购Arm的进展。</b>这项交易最早在去年9月14日宣布，如今时间已过去八个多月。今年以来，该项收购交易遭到欧盟和英国的调查，另外，谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示，英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过，作为被收购方，ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示，期待和英伟达的合并。</p><p>收购Arm对英伟达而言可能是变革性的，但当前地缘政治不太友好，英伟达能否排除监管以及业内公司的阻碍尚未可知，投资者可以关注管理层对收购进展的最新披露。海通国际证券表示，我们认识到收购Arm给英伟达可能带来的战略利益，但这笔交易仍有可能推迟或取消。</p><p><b>总结</b></p><p>总体而言，受益于云计算、5G和人工智能的发展，半导体产业正在迎来新一轮超级反弹周期。短期看，产能制约正在影响多个行业，也是制约英伟达近一年业绩增长的主要因素；加密货币上涨带动了对CMP系列显卡的需求，也提升了业绩和利润，在近期比特币已掉头向下，其产品的销售有待观察。长期看，按照模型的推演，4月低供需失衡达到顶峰，预计3-4个季度实现供需平衡，渠道端完成库存补充还额外需要1-2个季度。</p><p><b>2022财年Q1财季业绩预期</b></p><p>4月份，英伟达表示，由于CMP产品销售收入超预期（比预计多1亿美元），预计一季度营收将高于此前给出的53亿美元的预期值。</p><p>彭博社一致预期，英伟达2022财年Q1财季</p><ul><li>营收为54.1亿美元，同比增长75.6%；</li><li>调整后净利润20.8亿美元，同比增长85.9%；</li><li>调整后每股收益3.28美元，同比增长82.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/65c0a44bf2afc9da13596671ade55f98\" tg-width=\"1617\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></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>英伟达Q1财报前瞻：产能制约下，会交一份怎样的成绩单</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n英伟达Q1财报前瞻：产能制约下，会交一份怎样的成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-19 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。<i>（注：前者为自然年时间，后者为财务年）</i></p><p>上一季度，英伟达游戏和数据中心两项业务均创下季度和全财年营收记录，这一季度，在产能受限和需求端大爆发的情况下，英伟达在2022年Q1财季会交一份怎样的成绩单？</p><p><b>2021财年Q4业绩回顾：营收、净利润双双超出市场预期</b></p><p>上一季度，英伟达营收、净利润双双超出市场预期。其中，</p><ul><li>营业收入为50亿美元，同比增长61%，超出此前48亿美元的公司指引和彭博一致预期。</li><li>GAAP净利润14.6亿美元，同比增长53%，净利润率为29%。GAAP摊薄每股收益为2.31美元，去年同期为2.12美元。</li><li>Non-GAAP净利润19.6亿美元，同比增长67%，Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元，去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元，同比增长72%。</li><li>公司毛利率为63%，同比下降180个基点（1.8%）。</li><li>值得一提的是，公司的游戏和数据中心两项业务均创下季度和全财年营收记录。</li></ul><p><img src=\"https://static.tigerbbs.com/1092407d07d200a07475ce5d10df72e9\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef3e263d2f2b699ca7488e079d294d74\" tg-width=\"751\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><b>2022财年Q1财季需要关注哪些要点</b></p><p><b>首先，芯片短缺情况以及何时能缓解。</b></p><p>在谈“缺芯”对英伟达的影响之前，可以简单分析一下芯片短缺原因，最本质的原因就是产能和需求的不匹配。</p><p>在供给端，去年英特尔7nm推迟上市，迫使更多厂商选择AMD的CPU，继而给台积电（AMD代工商）施加了生产压力。另外，由于前两年，个人电脑和智能手机市场需求疲软，存储芯片价格下滑，三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。</p><p>在需求端，新冠疫情之后，芯片发货暂时中断。与此同时，随着远程办公和在线学习等居家趋势的兴起，全球对于新移动设备、个人电脑以及数据中心升级的需求飙升（对半导体的需求飙升）。还有一个非常重要的原因是，云服务、5G网络以及人工智能的发展，正在推动新一轮芯片行业复苏的“超级周期”。</p><p>如此，缩减后产能和快速爆发的需求之间的不匹配，共同导演了这场波及全球各行各业的“缺芯”浪潮。</p><p><b>虽然市场需求旺盛，但芯片短缺对英伟达业绩增长的制约是显而易见的。</b>当前的芯片短缺实际上导致了“供给决定需求”的局面，换言之，公司业绩的增长完全是由芯片的产能决定的。</p><p>从这个角度入手，可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。</p><p>由于芯片短缺不会改善，英伟达可以获得的芯片完全受台积电和三星的产能限制，因此台积电和三星产能的增长可以代表供给端增长情况，而英伟达销售成本的增长基本可以代表需求端的增长情况。</p><p>按照这个逻辑继续推演，可以看到，英伟达的芯片短缺从去年7月底就开始了，而且供求失衡的情况将在今年4月底达到顶峰，基本与公司此前的预警和指导相一致。</p><p>摩根大通分析师Harlan Sur表示，英伟达的出货量要比当前需求水平低10％-30％，预计3-4个季度后，产能才能满足市场需求，而渠道完成库存补充还额外需要1-2个季度。</p><p><img src=\"https://static.tigerbbs.com/955756081faa27b4d4d03de687484292\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>截至3月3日，英伟达在台积电芯片产能中占比为3.37%，较疫情开始时的3.04%提升了10%。但是即便如此，也不能满足市场的需求，特别是5nm芯片的需求。</p><p>实际上，为了满足市场对芯片的需求，作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上，今年一季度台积电已将产能提升至月产10.5万个晶片，预计下半年进一步提升至12万，上一季度月度产能为9万片。扩产之后，英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。</p><p><img src=\"https://static.tigerbbs.com/5da8e6425217b370130a2aa7d7eebe04\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\">投资者可以关注，台积电产能提升对英伟达一季度业绩的影响情况，以及公司可能披露的芯片短缺对公司业绩影响的指导。</p><p><b>其次，是专门用于挖矿的CMP系列矿卡的收入。</b>由于加密货币上涨，30系列系列显卡都处于供不应求的状态，为了为了缓解缺货情况，公司对游戏显卡的挖矿功能进行了限制，并专门为挖矿发布了CMP系列GPU，公司预计CMP系列CPU的收入将达到1.5亿美元。</p><p>需要注意的是，比特币价格近期已掉头向下，带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下，CMP系列GPU销售情况如何，仍有待市场观察。在此前加密货币价格大涨之际，第一上海曾乐观估计，CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。</p><p><b>此外，是汽车业务也是投资者需要关注的一项业务。</b>主要逻辑在于，随着特斯拉、蔚来、理想、小鹏等新品牌的诞生，汽车正在成为继手机之后又一个非常重要的智能终端。</p><p>目前，英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如，梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术；第一上海预测，与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外，自动驾驶方面，蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。</p><p>不过，当前汽车业务整体营收不大，上一季度汽车业务的营收仅为1.45亿美元，占总营收的比例不到3%。</p><p><b>最后，是收购Arm的进展。</b>这项交易最早在去年9月14日宣布，如今时间已过去八个多月。今年以来，该项收购交易遭到欧盟和英国的调查，另外，谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示，英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过，作为被收购方，ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示，期待和英伟达的合并。</p><p>收购Arm对英伟达而言可能是变革性的，但当前地缘政治不太友好，英伟达能否排除监管以及业内公司的阻碍尚未可知，投资者可以关注管理层对收购进展的最新披露。海通国际证券表示，我们认识到收购Arm给英伟达可能带来的战略利益，但这笔交易仍有可能推迟或取消。</p><p><b>总结</b></p><p>总体而言，受益于云计算、5G和人工智能的发展，半导体产业正在迎来新一轮超级反弹周期。短期看，产能制约正在影响多个行业，也是制约英伟达近一年业绩增长的主要因素；加密货币上涨带动了对CMP系列显卡的需求，也提升了业绩和利润，在近期比特币已掉头向下，其产品的销售有待观察。长期看，按照模型的推演，4月低供需失衡达到顶峰，预计3-4个季度实现供需平衡，渠道端完成库存补充还额外需要1-2个季度。</p><p><b>2022财年Q1财季业绩预期</b></p><p>4月份，英伟达表示，由于CMP产品销售收入超预期（比预计多1亿美元），预计一季度营收将高于此前给出的53亿美元的预期值。</p><p>彭博社一致预期，英伟达2022财年Q1财季</p><ul><li>营收为54.1亿美元，同比增长75.6%；</li><li>调整后净利润20.8亿美元，同比增长85.9%；</li><li>调整后每股收益3.28美元，同比增长82.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/65c0a44bf2afc9da13596671ade55f98\" tg-width=\"1617\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129397425","content_text":"5月19日消息，美国芯片设计公司英伟达将于下周三（5月26日）美股盘后，发布截至2021年5月2日的2022财年Q1财季财务报告。（注：前者为自然年时间，后者为财务年）上一季度，英伟达游戏和数据中心两项业务均创下季度和全财年营收记录，这一季度，在产能受限和需求端大爆发的情况下，英伟达在2022年Q1财季会交一份怎样的成绩单？2021财年Q4业绩回顾：营收、净利润双双超出市场预期上一季度，英伟达营收、净利润双双超出市场预期。其中，营业收入为50亿美元，同比增长61%，超出此前48亿美元的公司指引和彭博一致预期。GAAP净利润14.6亿美元，同比增长53%，净利润率为29%。GAAP摊薄每股收益为2.31美元，去年同期为2.12美元。Non-GAAP净利润19.6亿美元，同比增长67%，Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元，去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元，同比增长72%。公司毛利率为63%，同比下降180个基点（1.8%）。值得一提的是，公司的游戏和数据中心两项业务均创下季度和全财年营收记录。2022财年Q1财季需要关注哪些要点首先，芯片短缺情况以及何时能缓解。在谈“缺芯”对英伟达的影响之前，可以简单分析一下芯片短缺原因，最本质的原因就是产能和需求的不匹配。在供给端，去年英特尔7nm推迟上市，迫使更多厂商选择AMD的CPU，继而给台积电（AMD代工商）施加了生产压力。另外，由于前两年，个人电脑和智能手机市场需求疲软，存储芯片价格下滑，三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。在需求端，新冠疫情之后，芯片发货暂时中断。与此同时，随着远程办公和在线学习等居家趋势的兴起，全球对于新移动设备、个人电脑以及数据中心升级的需求飙升（对半导体的需求飙升）。还有一个非常重要的原因是，云服务、5G网络以及人工智能的发展，正在推动新一轮芯片行业复苏的“超级周期”。如此，缩减后产能和快速爆发的需求之间的不匹配，共同导演了这场波及全球各行各业的“缺芯”浪潮。虽然市场需求旺盛，但芯片短缺对英伟达业绩增长的制约是显而易见的。当前的芯片短缺实际上导致了“供给决定需求”的局面，换言之，公司业绩的增长完全是由芯片的产能决定的。从这个角度入手，可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。由于芯片短缺不会改善，英伟达可以获得的芯片完全受台积电和三星的产能限制，因此台积电和三星产能的增长可以代表供给端增长情况，而英伟达销售成本的增长基本可以代表需求端的增长情况。按照这个逻辑继续推演，可以看到，英伟达的芯片短缺从去年7月底就开始了，而且供求失衡的情况将在今年4月底达到顶峰，基本与公司此前的预警和指导相一致。摩根大通分析师Harlan Sur表示，英伟达的出货量要比当前需求水平低10％-30％，预计3-4个季度后，产能才能满足市场需求，而渠道完成库存补充还额外需要1-2个季度。截至3月3日，英伟达在台积电芯片产能中占比为3.37%，较疫情开始时的3.04%提升了10%。但是即便如此，也不能满足市场的需求，特别是5nm芯片的需求。实际上，为了满足市场对芯片的需求，作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上，今年一季度台积电已将产能提升至月产10.5万个晶片，预计下半年进一步提升至12万，上一季度月度产能为9万片。扩产之后，英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。投资者可以关注，台积电产能提升对英伟达一季度业绩的影响情况，以及公司可能披露的芯片短缺对公司业绩影响的指导。其次，是专门用于挖矿的CMP系列矿卡的收入。由于加密货币上涨，30系列系列显卡都处于供不应求的状态，为了为了缓解缺货情况，公司对游戏显卡的挖矿功能进行了限制，并专门为挖矿发布了CMP系列GPU，公司预计CMP系列CPU的收入将达到1.5亿美元。需要注意的是，比特币价格近期已掉头向下，带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下，CMP系列GPU销售情况如何，仍有待市场观察。在此前加密货币价格大涨之际，第一上海曾乐观估计，CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。此外，是汽车业务也是投资者需要关注的一项业务。主要逻辑在于，随着特斯拉、蔚来、理想、小鹏等新品牌的诞生，汽车正在成为继手机之后又一个非常重要的智能终端。目前，英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如，梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术；第一上海预测，与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外，自动驾驶方面，蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。不过，当前汽车业务整体营收不大，上一季度汽车业务的营收仅为1.45亿美元，占总营收的比例不到3%。最后，是收购Arm的进展。这项交易最早在去年9月14日宣布，如今时间已过去八个多月。今年以来，该项收购交易遭到欧盟和英国的调查，另外，谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示，英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过，作为被收购方，ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示，期待和英伟达的合并。收购Arm对英伟达而言可能是变革性的，但当前地缘政治不太友好，英伟达能否排除监管以及业内公司的阻碍尚未可知，投资者可以关注管理层对收购进展的最新披露。海通国际证券表示，我们认识到收购Arm给英伟达可能带来的战略利益，但这笔交易仍有可能推迟或取消。总结总体而言，受益于云计算、5G和人工智能的发展，半导体产业正在迎来新一轮超级反弹周期。短期看，产能制约正在影响多个行业，也是制约英伟达近一年业绩增长的主要因素；加密货币上涨带动了对CMP系列显卡的需求，也提升了业绩和利润，在近期比特币已掉头向下，其产品的销售有待观察。长期看，按照模型的推演，4月低供需失衡达到顶峰，预计3-4个季度实现供需平衡，渠道端完成库存补充还额外需要1-2个季度。2022财年Q1财季业绩预期4月份，英伟达表示，由于CMP产品销售收入超预期（比预计多1亿美元），预计一季度营收将高于此前给出的53亿美元的预期值。彭博社一致预期，英伟达2022财年Q1财季营收为54.1亿美元，同比增长75.6%；调整后净利润20.8亿美元，同比增长85.9%；调整后每股收益3.28美元，同比增长82.1%。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342751,"gmtCreate":1647929192146,"gmtModify":1647929192146,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"???tv","listText":"???tv","text":"???tv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342751","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342486,"gmtCreate":1647929154483,"gmtModify":1647929154483,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"lv：c: . I&nbsp; &nbsp; e I&nbsp;&nbsp;心；x~z3zsz","listText":"lv：c: . I&nbsp; &nbsp; e I&nbsp;&nbsp;心；x~z3zsz","text":"lv：c: . I e I 心；x~z3zsz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342486","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342800,"gmtCreate":1647929098921,"gmtModify":1647929098921,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"承","listText":"承","text":"承","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342800","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637342317,"gmtCreate":1647929093223,"gmtModify":1647929093223,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"；r：＇l专r","listText":"；r：＇l专r","text":"；r：＇l专r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637342317","repostId":"1187302524","repostType":2,"repost":{"id":"1187302524","kind":"news","pubTimestamp":1647916378,"share":"https://ttm.financial/m/news/1187302524?lang=&edition=full","pubTime":"2022-03-22 10:32","market":"us","language":"en","title":"NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187302524","media":"Barrons","summary":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace fo","content":"<html><head></head><body><p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.</p><p>Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.</p><p>Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”</p><p>All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.</p><p>Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.</p><p>Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&amp;P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%</p><p>Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by <i>Barron’s</i>, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.</p><p>But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.</p><p>The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&amp;P 500, based on average target prices, is roughly 13%.</p><p>Analysts target prices are helpful, but they can tend to track whatever is going on in the market.</p><p>Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P is about 58%. The average analyst target price is about $50, just like Yu’s.</p><p>Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.</p><p>The company’s numbers are due out Thursday after the close of trading.</p></body></html>","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>NIO Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Are Coming. Expect Wall Street to Stay Bullish and Cut Targets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-preview-51647875385?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187302524","content_text":"Stock in Chinese electric-vehicle maker NIO is down a lot since the start of the year. But Wall Street still likes the stock—a lot.Despite the underlying bullishness, though, investors should brace for a shift from some analysts after, and even before, the company reports earnings on Thursday.Deutsche Bank’s Edison Yu shows why. Yu wrote a positive note on Monday previewing NIO (ticker: NIO) fourth-quarter earnings. The “tide may finally be turning,” wrote Yu. “While volumes have stagnated over the past few quarters due to operational bottlenecks, we think deliveries are on track to increase from [10,000 a month to 25,000] exiting the year which will shift the narrative away from supply constraints to product cycle.”All auto makers are dealing with part shortages—a lack of semiconductors is the best known. NIO is no exception. Still, the company has managed to introduce new vehicles, including the ET7 and ET5 sedans, that have received rave reviews from top automotive magazines.Yu rates shares Buy, but cut his target price to $50 a share from $70. The move simple reflects how the stock has been trading.Coming into Monday trading, NIO shares are down about 34% year to date and down 62% from their July 52-week high of more than $55 a share—far worse than the 6% and 4% comparable year-to-date drops of the S&P 500 and Dow Jones Industrial Average and far worse than EV leader Tesla (TSLA). Shares of Tesla are down about 14% year to date and off about 27%Rising interest rates and inflation have hurt all EV shares. A basket of metals that go into lithium-ion batteries, tracked by Barron’s, is up more than 60% year to date. That makes EVs more expensive—and pressures profit margins.But the U.S.-listed Chinese EV names have been hurt by renewed fears about U.S. stock delisting as well. Chinese companies have to comply with Washington’s audit standards to keep their Wall Street listings. NIO and its peers appear to meet the requirements, but investors aren’t sure. Delisting, if it happens, is probably a couple of years away.The new target price from Yu is about 140% above where the stock has traded of late—a big upside. He lowered his target price because target prices typically aren’t set way above where a stock trades. The average implied gain for stocks in the S&P 500, based on average target prices, is roughly 13%.Analysts target prices are helpful, but they can tend to track whatever is going on in the market.Overall, about 91% of analysts covering NIO stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P is about 58%. The average analyst target price is about $50, just like Yu’s.Analysts project NIO will lose about 14 cents a share from $1.5 billion in sales. The company reported a 16 cent per share loss from $1 billion in sales in the fourth quarter of 2020.The company’s numbers are due out Thursday after the close of trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692886159,"gmtCreate":1640915154784,"gmtModify":1640915154784,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"，。g＂ggj&amp;-YUGGUK&amp;tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm&nbsp; 1id The&nbsp; use it I ho _&amp; I'm/cfffgjyave kids&nbsp;c-@thy different and","listText":"，。g＂ggj&amp;-YUGGUK&amp;tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm&nbsp; 1id The&nbsp; use it I ho _&amp; I'm/cfffgjyave kids&nbsp;c-@thy different and","text":"，。g＂ggj&-YUGGUK&tvggg(๑•́ ₃ •̀๑) I'm sorry9.fnh乛5 I'm 1id The use it I ho _& I'm/cfffgjyave kids c-@thy different and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692886159","repostId":"2195149616","repostType":2,"isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698141206,"gmtCreate":1640326217918,"gmtModify":1640326217918,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>xzs","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>xzs","text":"$蔚来(NIO)$xzs","images":[{"img":"https://static.tigerbbs.com/40217bf1be06c73396dec5b6446782eb","width":"1200","height":"3196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698141206","isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":119307832,"gmtCreate":1622517176726,"gmtModify":1622517176726,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"1勺儿","listText":"1勺儿","text":"1勺儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119307832","repostId":"2140703451","repostType":2,"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119307361,"gmtCreate":1622517156753,"gmtModify":1622517156753,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3567564207959660\">@人瑞人才</a>一56","listText":"<a href=\"https://laohu8.com/U/3567564207959660\">@人瑞人才</a>一56","text":"@人瑞人才一56","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119307361","repostId":"2140703451","repostType":2,"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119307028,"gmtCreate":1622517143464,"gmtModify":1622517143464,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119307028","repostId":"2140703451","repostType":2,"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341252886,"gmtCreate":1617836023145,"gmtModify":1617836023145,"author":{"id":"3565839970985442","authorId":"3565839970985442","name":"许均哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565839970985442","authorIdStr":"3565839970985442"},"themes":[],"htmlText":"↖","listText":"↖","text":"↖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341252886","repostId":"2125726043","repostType":2,"repost":{"id":"2125726043","kind":"news","pubTimestamp":1617827002,"share":"https://ttm.financial/m/news/2125726043?lang=&edition=full","pubTime":"2021-04-08 04:23","market":"us","language":"en","title":"Buffett-Backed BYD Smashes Rival Companies' March Car Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=2125726043","media":"GuruFocus.com","summary":"- By James Li \nBYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berksh","content":"<html><body><p>- By James Li<br/><br/> </p>\n<p>BYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett (Trades, Portfolio), disclosed this week March battery-powered vehicle sales that outshined March vehicle sales of rivals like Nio Inc. (NYSE:NIO) and Xpeng Inc. (NYSE:XPEV).</p>\n<ul>\n<li>Warning! GuruFocus has detected 1 Warning Sign with HKSE:01211. Click here to check it out. </li>\n<li>HKSE:01211 15-Year Financial Data</li>\n<li>The intrinsic value of HKSE:01211</li>\n<li>Peter Lynch Chart of HKSE:01211</li>\n</ul>\n<br/>\n<p>The Shenzhen, Guangdong-based vehicle manufacturer said March electric vehicle sales totaled 16,301 units, topping Nio's 7,257 units and Xpeng's 5,102 units.</p>\n<p><strong>Company background</strong></p>\n<p>BYD said revenue for 2020 was approximately 156.6 billion yuan ($23.96 billion), up approximately 26% year over year on automobile revenue growth of approximately 37.66% year over year. The company discussed that its flagship models, including the Han sedan and Tang SUV, drove sales volume during the year on strong customer favor and demand.</p>\n<p><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/wZSMjvCkZi3iUvoR_4vQWw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/ce8f07c82bec92f0ea8c71fe0013f602\" width=\"550\"/> </p>\n<p>GuruFocus ranks the company's profitability 7 out of 10 on several positive investing signs, which include a high Piotroski F-score of 8, a 4.5-star business predictability rank and an operating margin that has increased approximately 3.2% per year on average over the past five years. Despite this, net margins and return on assets outperform just over half of global automobile competitors.</p>\n<p><strong>Company financial strength summary</strong></p>\n<p>BYD's financial strength ranks 5 out of 10 on the back of interest coverage and debt ratios underperforming over 60% of global competitors. Despite this, the company has a strong Altman Z-score of 3.15 and a Beneish M-score that suggests little or no earnings manipulation.</p>\n<p><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/P.ajAC8oI6N0Wd7qAehneg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/79e870e7a5643bfa6f113a490da361e0\" width=\"550\"/> </p>\n<p><strong>Shares rise slightly yet remain overvalued</strong></p>\n<p>Shares of BYD's H shares (HKSE:01211) traded around 177.8 Hong Kong dollars ($22.84) while shares of the company's China A shares (SZSE:002594) traded around 170.99 yuan. The stock is significantly overvalued based on Wednesday's price-to-GF Value ratio of over 2.30.</p>\n<p><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/B0.xOANUwD5GIxaEZonpCg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/e3982781269e68a5ce73f816d6c69ed6\" width=\"550\"/> </p>\n<p><strong>See also</strong></p>\n<p>Berkshire disclosed in its 2020 shareholder letter that it owns 225 million shares of BYD, or approximately 8.2% of total shares outstanding.</p>\n<p>Disclosure: The author has no positions in the stocks mentioned. Berkshire's holding in BYD comes from its press releases. SEC 13-F filings generally display U.S.-based holdings only.</p>\n<p>The mention of stocks in this article does not constitute a recommendation. Investors must do their own diligent research before investing in the stock market.</p>\n<p>Read more here:</p>\n<ul>\n<br/>\n<li>5 Peter Lynch Growth Stocks to Consider for 2nd Quarter</li>\n<li>Charlie Munger's Daily Journal Subscribes to Alibaba</li>\n<li>Value Screeners Identify Opportunities for 2nd Quarter</li>\n</ul>\n<br/>\n<br/>\n<p><span>Not a Premium Member of GuruFocus? Sign up for a </span>free 7-day trial here<span>.</span></p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","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>Buffett-Backed BYD Smashes Rival Companies' March Car Sales</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBuffett-Backed BYD Smashes Rival Companies' March Car Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/buffett-backed-byd-smashes-rival-202322128.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>- By James Li \nBYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett (Trades, Portfolio), disclosed this ...</p>\n\n<a href=\"https://finance.yahoo.com/news/buffett-backed-byd-smashes-rival-202322128.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/NL6TAN8RNmkwsaXYRFk5MA--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/QWwKzsb_QAU6kWCnsTWsfg--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/ce8f07c82bec92f0ea8c71fe0013f602","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/buffett-backed-byd-smashes-rival-202322128.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2125726043","content_text":"- By James Li \nBYD Co. Ltd. (HKSE:01211)(SZSE:002594), the Chinese electric vehicle backed by Berkshire Hathaway Inc. (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett (Trades, Portfolio), disclosed this week March battery-powered vehicle sales that outshined March vehicle sales of rivals like Nio Inc. (NYSE:NIO) and Xpeng Inc. (NYSE:XPEV).\n\nWarning! GuruFocus has detected 1 Warning Sign with HKSE:01211. Click here to check it out. \nHKSE:01211 15-Year Financial Data\nThe intrinsic value of HKSE:01211\nPeter Lynch Chart of HKSE:01211\n\n\nThe Shenzhen, Guangdong-based vehicle manufacturer said March electric vehicle sales totaled 16,301 units, topping Nio's 7,257 units and Xpeng's 5,102 units.\nCompany background\nBYD said revenue for 2020 was approximately 156.6 billion yuan ($23.96 billion), up approximately 26% year over year on automobile revenue growth of approximately 37.66% year over year. The company discussed that its flagship models, including the Han sedan and Tang SUV, drove sales volume during the year on strong customer favor and demand.\n \nGuruFocus ranks the company's profitability 7 out of 10 on several positive investing signs, which include a high Piotroski F-score of 8, a 4.5-star business predictability rank and an operating margin that has increased approximately 3.2% per year on average over the past five years. Despite this, net margins and return on assets outperform just over half of global automobile competitors.\nCompany financial strength summary\nBYD's financial strength ranks 5 out of 10 on the back of interest coverage and debt ratios underperforming over 60% of global competitors. Despite this, the company has a strong Altman Z-score of 3.15 and a Beneish M-score that suggests little or no earnings manipulation.\n \nShares rise slightly yet remain overvalued\nShares of BYD's H shares (HKSE:01211) traded around 177.8 Hong Kong dollars ($22.84) while shares of the company's China A shares (SZSE:002594) traded around 170.99 yuan. The stock is significantly overvalued based on Wednesday's price-to-GF Value ratio of over 2.30.\n \nSee also\nBerkshire disclosed in its 2020 shareholder letter that it owns 225 million shares of BYD, or approximately 8.2% of total shares outstanding.\nDisclosure: The author has no positions in the stocks mentioned. Berkshire's holding in BYD comes from its press releases. SEC 13-F filings generally display U.S.-based holdings only.\nThe mention of stocks in this article does not constitute a recommendation. Investors must do their own diligent research before investing in the stock market.\nRead more here:\n\n\n5 Peter Lynch Growth Stocks to Consider for 2nd Quarter\nCharlie Munger's Daily Journal Subscribes to Alibaba\nValue Screeners Identify Opportunities for 2nd Quarter\n\n\n\nNot a Premium Member of GuruFocus? Sign up for a free 7-day trial here.This article first appeared on \nGuruFocus.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}