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2021-03-27

More travellers to use Airbnb soon

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2021-07-24

Nio for long term investment

Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>

2021-03-30

I believe that the new CEO will help to make the company better

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2021-04-25

Value company for long term investment

Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的生意蒸蒸日上，投资者们即将知道有多少现金会流向他们</blockquote>

2021-08-14

For long term investment

Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>

2021-09-08

For long term investment

Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>

2021-07-20

It may go down further

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2021-05-20

Fed may increase the interest rate

U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌，加密货币下跌</blockquote>

2021-10-12

For long term investment

Apple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨超过1%</blockquote>

2021-08-31

By end of 2021, it will hit 5000 level

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investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607999840","repostId":"1101780765","repostType":4,"isVote":1,"tweetType":1,"viewCount":3447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604308498,"gmtCreate":1639325369227,"gmtModify":1639325369551,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604308498","repostId":"2190567199","repostType":4,"isVote":1,"tweetType":1,"viewCount":4198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605791937,"gmtCreate":1639241319533,"gmtModify":1639241319829,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605791937","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohunote.com/m/news/1144055666?lang=zh_CN&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p><p><blockquote>这不是一个是否的问题<b>英伟达</b>将成为一只价值万亿美元的股票，只是时间问题。随着该股在 2021 年上涨 150%，这家芯片制造商的市值略低于 8500 亿美元，这使得象征性的门槛几乎触手可及。</blockquote></p><p> However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p><p><blockquote>然而，因为即使是<b>标普500</b>今年上涨了 25%，是历史平均水平的两倍多，大幅下跌的可能性越来越大。这也是何时的问题，而不是是否的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p><p><blockquote>暂时忽略去年冠状病毒大流行爆发时发生的大幅暴跌，股市多年来一直处于令人难以置信的撕裂状态。自2009年大衰退结束以来，基准指数的价值翻了两番多，将10,000美元的投资变成了今天的42,000美元以上。</blockquote></p><p> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p><p><blockquote>新的下跌无疑会拖垮英伟达，或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>It's game on for GPUs</b></p><p><blockquote><b>GPU 的游戏开始了</b></blockquote></p><p> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p><p><blockquote>当然，Nvidia 最出名的是其显卡或图形处理单元 (GPU)，它使沉浸式、处理密集型视频游戏成为可能，并且仍然是 Nvidia 业务的核心，产生了第三季度总收入的 45%。</blockquote></p><p> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p><p><blockquote>它的重要性也不会减弱。首先，在疫情期间，更多的人开始玩视频游戏，虽然随着更多户外娱乐机会的出现，许多人会把控制器放在一边，但许多人会继续玩。</blockquote></p><p> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p><p><blockquote>Mordor Intelligence引用了千禧一代游戏化对游戏玩家采用虚拟世界的影响，估计到2026年，游戏GPU市场将以14%的复合年增长率增长。这表明，已经占据分立游戏 GPU 市场 83% 份额的英伟达，如果其销售增长率保持不变，仅在这一领域每年就可能产生高达 200 亿美元的收入。</blockquote></p><p> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p><p><blockquote>英伟达还使用人工智能使游戏变得更好、更沉浸。其深度学习超级采样（DLSS）技术使用人工智能拍摄低分辨率图像，并将其放大到高分辨率，以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业，以及其GeForce Now云游戏服务的增长，这一细分市场在未来仍有大量的扩张可能性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：英伟达。</span></p></blockquote></p><p> <b>Nvidia is about so much more than gaming</b></p><p><blockquote><b>Nvidia 不仅仅是游戏</b></blockquote></p><p> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p><p><blockquote>然而，这家芯片制造商的疯狂之处在于，游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域，这些都提供了巨大的可能性。</blockquote></p><p> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p><p><blockquote>例如，数据中心芯片每年已经为 Nvidia 带来数十亿美元的收入，第三季度该部门收入同比飙升 55%，达到 29 亿美元，到 2025 年应该会发展成为该芯片制造商最大的部门。</blockquote></p><p> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p><p><blockquote>去年以 70 亿美元收购 Mellanox，帮助 Nvidia 确立了其作为网络硬件领先供应商的地位。</blockquote></p><p> The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p><p><blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元（DPU）相结合，无论网络是位于本地、云中还是混合环境中，都能提供独特的保护级别。</blockquote></p><p> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p><p><blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote></p><p> We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p><p><blockquote>我们甚至还没有接触到英伟达用于自动驾驶汽车的Drive AV平台，或者第一个实时3D模拟和协作平台Omniverse。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX（CMP代表加密挖掘处理器）是一款专用GPU，用于专业加密挖掘应用程序，缺乏视频输出，因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率，以提高采矿功率效率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Time to ring the register</b></p><p><blockquote><b>是时候叫寄存器了</b></blockquote></p><p></p><p> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p><p><blockquote>这是很多赚钱的机会。分析师也这么认为，最近上调了预测，预计英伟达的收入将从 2021 年的 165 亿美元增长到 2026 年的 594 亿美元，复合年增长率高于 29%。盈利预计将增长更快，每年增长近 42%，达到每股 13 美元。</blockquote></p><p> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p><p><blockquote>然而，英伟达的股价并不便宜，是销售额的 35 倍。维持这一倍数将使这家芯片制造商的估值在明年某个时候突破万亿美元大关，但即使将其减半也只会将其达到这一高水平推迟到本世纪中期。</blockquote></p><p> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</p><p><blockquote>因此，显然英伟达的估值将达到万亿美元。也许投资者应该开始思考的真正问题是，半导体股票何时会成为<i>2万亿美元</i>公司？</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-10 21:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p><p><blockquote>这不是一个是否的问题<b>英伟达</b>将成为一只价值万亿美元的股票，只是时间问题。随着该股在 2021 年上涨 150%，这家芯片制造商的市值略低于 8500 亿美元，这使得象征性的门槛几乎触手可及。</blockquote></p><p> However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p><p><blockquote>然而，因为即使是<b>标普500</b>今年上涨了 25%，是历史平均水平的两倍多，大幅下跌的可能性越来越大。这也是何时的问题，而不是是否的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p><p><blockquote>暂时忽略去年冠状病毒大流行爆发时发生的大幅暴跌，股市多年来一直处于令人难以置信的撕裂状态。自2009年大衰退结束以来，基准指数的价值翻了两番多，将10,000美元的投资变成了今天的42,000美元以上。</blockquote></p><p> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p><p><blockquote>新的下跌无疑会拖垮英伟达，或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>It's game on for GPUs</b></p><p><blockquote><b>GPU 的游戏开始了</b></blockquote></p><p> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p><p><blockquote>当然，Nvidia 最出名的是其显卡或图形处理单元 (GPU)，它使沉浸式、处理密集型视频游戏成为可能，并且仍然是 Nvidia 业务的核心，产生了第三季度总收入的 45%。</blockquote></p><p> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p><p><blockquote>它的重要性也不会减弱。首先，在疫情期间，更多的人开始玩视频游戏，虽然随着更多户外娱乐机会的出现，许多人会把控制器放在一边，但许多人会继续玩。</blockquote></p><p> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p><p><blockquote>Mordor Intelligence引用了千禧一代游戏化对游戏玩家采用虚拟世界的影响，估计到2026年，游戏GPU市场将以14%的复合年增长率增长。这表明，已经占据分立游戏 GPU 市场 83% 份额的英伟达，如果其销售增长率保持不变，仅在这一领域每年就可能产生高达 200 亿美元的收入。</blockquote></p><p> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p><p><blockquote>英伟达还使用人工智能使游戏变得更好、更沉浸。其深度学习超级采样（DLSS）技术使用人工智能拍摄低分辨率图像，并将其放大到高分辨率，以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业，以及其GeForce Now云游戏服务的增长，这一细分市场在未来仍有大量的扩张可能性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：英伟达。</span></p></blockquote></p><p> <b>Nvidia is about so much more than gaming</b></p><p><blockquote><b>Nvidia 不仅仅是游戏</b></blockquote></p><p> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p><p><blockquote>然而，这家芯片制造商的疯狂之处在于，游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域，这些都提供了巨大的可能性。</blockquote></p><p> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p><p><blockquote>例如，数据中心芯片每年已经为 Nvidia 带来数十亿美元的收入，第三季度该部门收入同比飙升 55%，达到 29 亿美元，到 2025 年应该会发展成为该芯片制造商最大的部门。</blockquote></p><p> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p><p><blockquote>去年以 70 亿美元收购 Mellanox，帮助 Nvidia 确立了其作为网络硬件领先供应商的地位。</blockquote></p><p> The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p><p><blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元（DPU）相结合，无论网络是位于本地、云中还是混合环境中，都能提供独特的保护级别。</blockquote></p><p> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p><p><blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote></p><p> We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p><p><blockquote>我们甚至还没有接触到英伟达用于自动驾驶汽车的Drive AV平台，或者第一个实时3D模拟和协作平台Omniverse。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX（CMP代表加密挖掘处理器）是一款专用GPU，用于专业加密挖掘应用程序，缺乏视频输出，因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率，以提高采矿功率效率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Time to ring the register</b></p><p><blockquote><b>是时候叫寄存器了</b></blockquote></p><p></p><p> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p><p><blockquote>这是很多赚钱的机会。分析师也这么认为，最近上调了预测，预计英伟达的收入将从 2021 年的 165 亿美元增长到 2026 年的 594 亿美元，复合年增长率高于 29%。盈利预计将增长更快，每年增长近 42%，达到每股 13 美元。</blockquote></p><p> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p><p><blockquote>然而，英伟达的股价并不便宜，是销售额的 35 倍。维持这一倍数将使这家芯片制造商的估值在明年某个时候突破万亿美元大关，但即使将其减半也只会将其达到这一高水平推迟到本世纪中期。</blockquote></p><p> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</p><p><blockquote>因此，显然英伟达的估值将达到万亿美元。也许投资者应该开始思考的真正问题是，半导体股票何时会成为<i>2万亿美元</i>公司？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605352308,"gmtCreate":1639119479499,"gmtModify":1639119479790,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605352308","repostId":"1175329322","repostType":4,"isVote":1,"tweetType":1,"viewCount":3977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602903996,"gmtCreate":1638950852984,"gmtModify":1638950853288,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602903996","repostId":"1110034472","repostType":4,"repost":{"id":"1110034472","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638934503,"share":"https://www.laohunote.com/m/news/1110034472?lang=zh_CN&edition=full","pubTime":"2021-12-08 11:35","market":"us","language":"en","title":"Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110034472","media":"Tiger Newspress","summary":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","content":"<p>Alibaba&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;Hong&nbsp;Kong&nbsp;market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The&nbsp;stock&nbsp;rose&nbsp;more&nbsp;than&nbsp;12%&nbsp;on&nbsp;Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二上涨超过12%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba shares fell nearly 5% in Hong Kong market<blockquote>阿里巴巴-SW股价在香港市场下跌近5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;5%&nbsp;in&nbsp;Hong&nbsp;Kong&nbsp;market.</p><p><blockquote>阿里巴巴-SW股价在香港市场下跌近5%。</blockquote></p><p> The&nbsp;stock&nbsp;rose&nbsp;more&nbsp;than&nbsp;12%&nbsp;on&nbsp;Tuesday.<img src=\"https://static.tigerbbs.com/7164e9b37a74a667396e8d0d739f70b5\" tg-width=\"708\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>该股周二上涨超过12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110034472","content_text":"Alibaba shares fell nearly 5% in Hong Kong market.\nThe stock rose more than 12% on Tuesday.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606659448,"gmtCreate":1638875753284,"gmtModify":1638875753586,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606659448","repostId":"1127914564","repostType":4,"isVote":1,"tweetType":1,"viewCount":4243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608340491,"gmtCreate":1638636425729,"gmtModify":1638636425903,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608340491","repostId":"2188236025","repostType":4,"isVote":1,"tweetType":1,"viewCount":4156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603734835,"gmtCreate":1638451377504,"gmtModify":1638451377643,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603734835","repostId":"1184715609","repostType":4,"repost":{"id":"1184715609","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638435754,"share":"https://www.laohunote.com/m/news/1184715609?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:02","market":"us","language":"en","title":"Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184715609","media":"Tiger Newspress","summary":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had s","content":"<p>Apple stock slid more&nbsp;than&nbsp;1% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过 1%，该公司告诉供应商，随着假期临近，iPhone 需求已经放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>遭受全球供应紧缩之苦的苹果公司现在面临着另一个问题：需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称，该公司已告诉其零部件供应商，对 iPhone 13 系列的需求已经减弱，这表明一些消费者已决定不再尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple&nbsp;had cut&nbsp;its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博新闻社报道，由于零部件短缺，苹果已经将今年 iPhone 13 的产量目标削减了多达 1000 万部，低于 9000 万部的目标。但人们希望明年能够弥补大部分缺口——届时供应预计会有所改善。据知情人士透露，该公司目前正在通知其供应商，这些订单可能不会兑现。知情人士要求匿名，因为讨论是私下进行的。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假日季，分析师预计今年最后三个月的销售额将增长 6%，达到 1179 亿美元。但这不会是苹果和华尔街最初设想的重磅季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变体给厌倦了疫情的购物者带来新的担忧，他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过 iPhone 13，等待明年其继任者发布时进行升级。目前的产品线标准型起价为799美元，Pro起价为999美元，被认为是iPhone 12的适度更新，iPhone 12采用了全新的设计。预计 2022 款车型将发生更大的变化，这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co.&nbsp;slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s&nbsp;TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社报道后，亚洲各地的苹果供应商延长了降幅。在韩国，LG Innotek Co. 下跌 11%，香港上市公司瑞声科技控股公司下跌 4.8%，日本 TDK Corp. 下跌 4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone 是苹果的旗舰产品，约占其上一财年 3658 亿美元收入的一半，推出升级是一场微妙的舞蹈。随着iPhone 13的推出，苹果和无线运营商推出了积极的回扣计划来刺激购买。在某些情况下，iPhone 12或更早型号的用户可以以很少的成本购买iPhone 13。虽然折扣计划仍然可用，但有些折扣计划提供的节省幅度不如新车型首次上市时那么大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果 10 月份的最后一次财报看涨期权上，首席执行官蒂姆-库克（Tim Cook）表示，在人们对最新 iPhone、iPad 和其他设备的兴趣推动下，对新产品的需求 “非常强劲”，公司有望在假日季度创下历史新高。去年同期销售额为 1114 亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出，供应限制是公司面临的最大挑战。库克预测，由于难以获得足够的零部件，尤其是芯片，苹果在假日季度的收入将损失超过 60 亿美元。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司的主要芯片供应商台湾积体电路制造股份有限公司（Taiwan Semiconductor Manufacturing Co.）最近的销售疲软，10 月份的收入比上月下降了 12%，降至 1345 亿新台币（约合 48 亿美元）。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc&nbsp;saw its shares fall 24% after it&nbsp;warned of&nbsp;softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月，苹果主要的 iPhone 组装商鸿海精密工业股份有限公司预测，由于芯片短缺问题持续困扰，其本季度业务将比去年同期萎缩，原因是消费电子和计算机行业的下滑。10 月 24 日，IQE Plc 在警告智能手机需求疲软后，其股价下跌了 24%，但这家半导体公司没有透露任何特定客户的姓名。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices&nbsp;rose&nbsp;last month at the fastest annual pace since 1990. Surging&nbsp;costs&nbsp;for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在，购物者的钱包压力更大了。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲，但食品、天然气和住房成本飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时，iPhone 13 也不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月，等待备受珍视的 Pro 车型的交付。现在等待时间缩短到两周或更短。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock slid more&nbsp;than&nbsp;1% in premarket trading&nbsp;as&nbsp;the&nbsp;company&nbsp;told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过 1%，该公司告诉供应商，随着假期临近，iPhone 需求已经放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>遭受全球供应紧缩之苦的苹果公司现在面临着另一个问题：需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称，该公司已告诉其零部件供应商，对 iPhone 13 系列的需求已经减弱，这表明一些消费者已决定不再尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple&nbsp;had cut&nbsp;its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博新闻社报道，由于零部件短缺，苹果已经将今年 iPhone 13 的产量目标削减了多达 1000 万部，低于 9000 万部的目标。但人们希望明年能够弥补大部分缺口——届时供应预计会有所改善。据知情人士透露，该公司目前正在通知其供应商，这些订单可能不会兑现。知情人士要求匿名，因为讨论是私下进行的。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假日季，分析师预计今年最后三个月的销售额将增长 6%，达到 1179 亿美元。但这不会是苹果和华尔街最初设想的重磅季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变体给厌倦了疫情的购物者带来新的担忧，他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过 iPhone 13，等待明年其继任者发布时进行升级。目前的产品线标准型起价为799美元，Pro起价为999美元，被认为是iPhone 12的适度更新，iPhone 12采用了全新的设计。预计 2022 款车型将发生更大的变化，这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co.&nbsp;slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s&nbsp;TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社报道后，亚洲各地的苹果供应商延长了降幅。在韩国，LG Innotek Co. 下跌 11%，香港上市公司瑞声科技控股公司下跌 4.8%，日本 TDK Corp. 下跌 4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone 是苹果的旗舰产品，约占其上一财年 3658 亿美元收入的一半，推出升级是一场微妙的舞蹈。随着iPhone 13的推出，苹果和无线运营商推出了积极的回扣计划来刺激购买。在某些情况下，iPhone 12或更早型号的用户可以以很少的成本购买iPhone 13。虽然折扣计划仍然可用，但有些折扣计划提供的节省幅度不如新车型首次上市时那么大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果 10 月份的最后一次财报看涨期权上，首席执行官蒂姆-库克（Tim Cook）表示，在人们对最新 iPhone、iPad 和其他设备的兴趣推动下，对新产品的需求 “非常强劲”，公司有望在假日季度创下历史新高。去年同期销售额为 1114 亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出，供应限制是公司面临的最大挑战。库克预测，由于难以获得足够的零部件，尤其是芯片，苹果在假日季度的收入将损失超过 60 亿美元。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司的主要芯片供应商台湾积体电路制造股份有限公司（Taiwan Semiconductor Manufacturing Co.）最近的销售疲软，10 月份的收入比上月下降了 12%，降至 1345 亿新台币（约合 48 亿美元）。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc&nbsp;saw its shares fall 24% after it&nbsp;warned of&nbsp;softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月，苹果主要的 iPhone 组装商鸿海精密工业股份有限公司预测，由于芯片短缺问题持续困扰，其本季度业务将比去年同期萎缩，原因是消费电子和计算机行业的下滑。10 月 24 日，IQE Plc 在警告智能手机需求疲软后，其股价下跌了 24%，但这家半导体公司没有透露任何特定客户的姓名。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices&nbsp;rose&nbsp;last month at the fastest annual pace since 1990. Surging&nbsp;costs&nbsp;for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在，购物者的钱包压力更大了。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲，但食品、天然气和住房成本飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时，iPhone 13 也不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月，等待备受珍视的 Pro 车型的交付。现在等待时间缩短到两周或更短。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184715609","content_text":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.\n\nApple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.\nThe company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.\nAlready, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.\nThe company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.\nThat could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.\nApple, based in Cupertino, California, declined to comment.\nApple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.\nThe iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.\n\nDuring Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.\nHe pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.\nThe constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).\nLast month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.\nAnd there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.\nMeanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603378277,"gmtCreate":1638370423055,"gmtModify":1638370423542,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603378277","repostId":"1100425330","repostType":4,"repost":{"id":"1100425330","kind":"news","pubTimestamp":1638360525,"share":"https://www.laohunote.com/m/news/1100425330?lang=zh_CN&edition=full","pubTime":"2021-12-01 20:08","market":"us","language":"en","title":"Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为 2022 年的大赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100425330","media":"Seeking Alpha","summary":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of t","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，财报公布后，迪士尼股价遭遇了一波负面情绪。</li><li>对新的新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格勒/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>对我来说，股票的情绪变化如此之快总是令人惊讶。前一分钟杯子是“半满”的，下一分钟是“半空”的。然而，这种反复无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）现在当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未能达到盈利预期以及奥密克戎变体对新冠病毒的担忧再次引发后，投资者似乎暂时将迪士尼投入了惩罚箱……自 11 月 8 日以来，迪士尼股价下跌了约 15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您想要在 2022 年拥有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司主题公园业务的“重新开放”曝光率以及 Disney+（以及 Hulu 和 ESPN+）业务的稳定经常性收入（和现金流）……我们相信这将是未来 6-12 个月的绝佳组合。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>行业/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些全球最知名角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园中。迪士尼在皮克斯、漫威和卢卡斯影业等工作室下制作真人电影和动画电影，还运营包括ESPN和几个电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，并新增了一个部门：直接面向消费者和国际。新的细分市场包括两个宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品两个部分合并为一个部分。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入探讨这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼来说很艰难，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭了。更不用说公司对票房的依赖（也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计 2022 财年每股收益将达到 4.25 美元。随着主题公园和剧院取消容量限制，该公司预计 2023 年和 2024 年盈利将进一步增长，分别达到每股 5.73 美元（增长 35%）和每股 7.30 美元（增长 27%）。此外，管理层预计到 2024 年，Disney+ 用户数量将增加一倍以上（从目前的约 1.2 亿增加到超过 2.3 亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿用户。与 Netflix（纳斯达克股票代码：NFLX）目前约 2.09 亿的用户群相比……迪士尼的订户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞大约8年才能完成的事情!</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也极其强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前其所有长期估值指标（远期）的交易价格都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的交易价格是 2023 年预期收益的 25.6 倍，2023 年预期销售额的 2.9 倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，未来几年盈利预计每年将增长 25% 以上……这将有利于从这里开始进行小幅多重扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将 2024 年每股 7.30 美元的共识预期收益放置 25 倍-30 倍，则相当于 182.00 美元 - 219.00 美元的股价（比当前水平上涨 23%-48%）!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金担保看跌期权分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来更多的下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul>现金担保看跌期权的缺点是你有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们来看看迪士尼的现金担保看跌期权分析。我们专注于2022年1月21日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为 140 美元水平可能是这里的长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1 月 21 日 $140.00 看跌期权（距到期 53 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：~3.10 美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>基于我们对迪士尼的长期和短期看法，我们认为 DIS 股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保的看跌期权策略。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为 2022 年的大赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Could Be A Huge Winner In 2022<blockquote>迪士尼可能成为 2022 年的大赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-01 20:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>A wave of negativity has hit Disney stock over the past few weeks post earnings.</li>  <li>Fears of the new Covid variant (Omicron) has put further pressure on the stock.</li>  <li>That said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.</li>  <li>Disney is one of our top stock picks for 2022.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7c3cef342a5e4c3d39f605d91ebdc8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p><p><blockquote><ul><li>过去几周，财报公布后，迪士尼股价遭遇了一波负面情绪。</li><li>对新的新冠病毒变种（奥密克戎）的担忧给该股带来了进一步的压力。</li><li>也就是说，我们认为是时候开始将迪士尼杯视为“半满”而不是半空了。</li><li>迪士尼是我们2022年的首选股票之一。</li></ul><p class=\"t-img-caption\"><span>德鲁·安格勒/盖蒂图片社新闻</span></p></blockquote></p><p> It's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.</p><p><blockquote>对我来说，股票的情绪变化如此之快总是令人惊讶。前一分钟杯子是“半满”的，下一分钟是“半空”的。然而，这种反复无常可以为愿意耐心等待潮流再次转变的投资者提供巨大的机会。</blockquote></p><p> The Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.</p><p><blockquote>华特迪士尼公司（纽约证券交易所股票代码：DIS）现在当然属于这一类。</blockquote></p><p> After missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.</p><p><blockquote>在几周前未能达到盈利预期以及奥密克戎变体对新冠病毒的担忧再次引发后，投资者似乎暂时将迪士尼投入了惩罚箱……自 11 月 8 日以来，迪士尼股价下跌了约 15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac736e0b67e5440e2f7e0a106b384640\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> That said, we believe that Disney is the exact type of stock that you want to own going into 2022.</p><p><blockquote>也就是说，我们相信迪士尼正是您想要在 2022 年拥有的股票类型。</blockquote></p><p> The company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.</p><p><blockquote>该公司主题公园业务的“重新开放”曝光率以及 Disney+（以及 Hulu 和 ESPN+）业务的稳定经常性收入（和现金流）……我们相信这将是未来 6-12 个月的绝佳组合。</blockquote></p><p> <b>The Walt Disney Co.</b></p><p><blockquote><b>华特·迪士尼公司。</b></blockquote></p><p> <b>Sector/Industry:</b>Communication Services / Entertainment</p><p><blockquote><b>行业/行业：</b>通讯服务/娱乐</blockquote></p><p> Walt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.</p><p><blockquote>华特·迪士尼拥有一些全球最知名角色的版权，从米老鼠到卢克·天行者。这些角色和其他角色出现在世界各地的几个迪士尼主题公园中。迪士尼在皮克斯、漫威和卢卡斯影业等工作室下制作真人电影和动画电影，还运营包括ESPN和几个电视制作工作室在内的媒体网络。迪士尼最近重组为四个部门，并新增了一个部门：直接面向消费者和国际。新的细分市场包括两个宣布的OTT产品，ESPN+和迪士尼SVOD服务。该计划还将公园和度假村以及消费品两个部分合并为一个部分。媒体网络集团包括美国有线电视频道和美国广播公司。工作室部门持有电影制作资产。</blockquote></p><p> (Source: YCharts)</p><p><blockquote>（来源：YCharts）</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10056a0f8a2d6e40a9cb69271646ca9c\" tg-width=\"640\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Disney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.</p><p><blockquote>迪士尼目前在安全性（5）和价值（6）方面的平均排名。我们将在下面深入探讨这些排名。</blockquote></p><p> <i>Note that our rankings are from 1 (lowest) to 10 (highest).</i></p><p><blockquote><i>请注意，我们的排名从1（最低）到10（最高）。</i></blockquote></p><p> <b>Safety</b></p><p><blockquote><b>安全</b></blockquote></p><p> It's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.</p><p><blockquote>众所周知，疫情对迪士尼来说很艰难，因为其主题公园业务（占收入的30%以上）基本上在一夜之间关闭了。更不用说公司对票房的依赖（也消失了）。因此平均安全等级为5。</blockquote></p><p> That said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).<i>Note that Disney's fiscal year end is September.</i></p><p><blockquote>尽管如此，迪士尼已经努力恢复盈利，预计 2022 财年每股收益将达到 4.25 美元。随着主题公园和剧院取消容量限制，该公司预计 2023 年和 2024 年盈利将进一步增长，分别达到每股 5.73 美元（增长 35%）和每股 7.30 美元（增长 27%）。此外，管理层预计到 2024 年，Disney+ 用户数量将增加一倍以上（从目前的约 1.2 亿增加到超过 2.3 亿）。<i>请注意，迪士尼的财政年度结束是9月。</i></blockquote></p><p> Including Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!</p><p><blockquote>包括Disney+、Hulu和ESPN+在内，迪士尼目前拥有约1.7亿用户。与 Netflix（纳斯达克股票代码：NFLX）目前约 2.09 亿的用户群相比……迪士尼的订户增长令人难以置信。换句话说，迪士尼在两年内完成了网飞大约8年才能完成的事情!</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/536d4caaf3402c40894e85b28c61e3ba\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> The company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.</p><p><blockquote>该公司的资产负债表也极其强劲，拥有160亿美元的现金/短期投资。</blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Disney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).</p><p><blockquote>从估值的角度来看，迪士尼看起来相当有吸引力，目前其所有长期估值指标（远期）的交易价格都有相当大的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeab4377d3d8c4ff2e2fb780ff224146\" tg-width=\"572\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Specifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.</p><p><blockquote>具体来说，迪士尼目前的交易价格是 2023 年预期收益的 25.6 倍，2023 年预期销售额的 2.9 倍。</blockquote></p><p></p><p> That said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.</p><p><blockquote>也就是说，未来几年盈利预计每年将增长 25% 以上……这将有利于从这里开始进行小幅多重扩张。</blockquote></p><p> If you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!</p><p><blockquote>如果您将 2024 年每股 7.30 美元的共识预期收益放置 25 倍-30 倍，则相当于 182.00 美元 - 219.00 美元的股价（比当前水平上涨 23%-48%）!</blockquote></p><p> <b>Cash-Secured Put Analysis</b></p><p><blockquote><b>现金担保看跌期权分析</b></blockquote></p><p> While we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.</p><p><blockquote>虽然我们认为迪士尼在当前水平上是“强力买入”，但如果您担心未来更多的下行波动，我们也喜欢现金担保看跌期权的风险/回报状况。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> The downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).</p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul>现金担保看跌期权的缺点是你有义务以执行价格购买股票（在大多数情况下，这最终是一笔不错的交易）。</blockquote></p><p> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.</p><p><blockquote>现在让我们来看看迪士尼的现金担保看跌期权分析。我们专注于2022年1月21日到期的1月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b72516013aa678d6304de63305b1c7\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> As discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们认为 140 美元水平可能是这里的长期支撑。因此，我们非常喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>DIS Jan 21st $140.00 Put (53 days until expiration)</b></i></p><p><blockquote><i><b>DIS 1 月 21 日 $140.00 看跌期权（距到期 53 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$3.10 premium</p><p><blockquote><ul><li>期权溢价：~3.10 美元溢价</li></ul></blockquote></p><p></li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</p><p><blockquote><li>平均月收益率%：1.3%（年化15.6%）</li></blockquote></p><p></li>  <li>Margin-of-Safety %: 5.3%</p><p><blockquote><li>安全裕度%：5.3%</li></blockquote></p><p></li>  <li>Delta: 29</p><p><blockquote><li>德尔塔：29</li></blockquote></p><p></li> </ul> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.</p><p><blockquote>基于我们对迪士尼的长期和短期看法，我们认为 DIS 股票的风险/回报状况在当前水平上非常有吸引力。也就是说，如果您想要一些额外的安全边际，请考虑现金担保的看跌期权策略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4472576-walt-disney-dis-top-stock-picks-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100425330","content_text":"Summary\n\nA wave of negativity has hit Disney stock over the past few weeks post earnings.\nFears of the new Covid variant (Omicron) has put further pressure on the stock.\nThat said, we think its time to start looking at the Disney cup as \"half full\" instead of half empty.\nDisney is one of our top stock picks for 2022.\n\nDrew Angerer/Getty Images News\nIt's always amazing to me how sentiment can shift so quickly on a stock. One minute the glass is \"half full\" and the next minute its \"half empty\". However, this fickleness can provide great opportunities for investors willing to patiently wait for the tide shift again.\nThe Walt Disney Co.(NYSE:DIS)certainly falls into this category right now.\nAfter missing earnings expectations a few weeks ago and renewed Covid fears from the Omicron variant, investors seemed to have put Disney in the penalty box for now...with the shares sinking about 15% since Nov. 8th.\nData by YCharts\nThat said, we believe that Disney is the exact type of stock that you want to own going into 2022.\nThe company has \"re-opening\" exposure from its theme park business and stable recurring revenue (and cash flow) from its Disney+ (and Hulu and ESPN+) business...which we will believe will be a great combination over the next 6-12 months.\nThe Walt Disney Co.\nSector/Industry:Communication Services / Entertainment\nWalt Disney owns the rights to some of the most globally recognized characters, from Mickey Mouse to Luke Skywalker. These characters and others are featured in several Disney theme parks around the world. Disney makes live-action and animated films under studios such as Pixar, Marvel, and Lucasfilm and also operates media networks including ESPN and several TV production studios. Disney recently reorganized into four segments with one new segment: direct-to-consumer and international. The new segment includes the two announced OTT offerings, ESPN+ and the Disney SVOD service. The plan also combines two segments, parks and resorts and consumer products, into one. The media networks group contains the U.S. cable channels and ABC. The studio segment holds the movie production assets.\n(Source: YCharts)\nSource: Option Income Advisor\nDisney currently has average rankings for Safety (5) and Value (6). We'll dig into those rankings below.\nNote that our rankings are from 1 (lowest) to 10 (highest).\nSafety\nIt's no secret that the pandemic was rough on Disney as its theme park business (which represented over 30% of revenues) essentially shut down overnight. Not to mention the company's reliance on the box office (which also disappeared). Hence the average Safety ranking of 5.\nThat said, Disney has fought its way back to profitability and is expected to earn $4.25 per share in fiscal 2022. The company expects earnings to grow even further in 2023 and 2024 to $5.73 per share (35% growth) and $7.30 per share (27% growth), respectively as theme parks and theaters remove capacity restrictions. Also, management expects Disney+ subscribers to more than double by 2024 (from ~120 million currently to over 230 million).Note that Disney's fiscal year end is September.\nIncluding Disney+, Hulu and ESPN+, Disney currently has ~170 million subscribers. Compared with Netflix's(NASDAQ:NFLX)current subscriber base of ~209 million...Disney's subscriber growth has been nothing short of incredible. In other words, Disney accomplished in 2 years what it took Netflix ~8 years to do!\nSource: Option Income Advisor\nThe company's balance sheet also is extremely strong with $16 billion of cash/short-term investments.\nValuation/Upside Potential\nDisney looks pretty attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (on a forward basis).\nSource: Option Income Advisor\nSpecifically, Disney is currently trading at 25.6x forward 2023 earnings and 2.9x forward 2023 sales.\nThat said, earnings are expected to grow over 25% per year for the next few years...which would favor a little multiple expansion from here.\nIf you put a 25x-30x multiple on consensus forward earnings of 7.30 per share in 2024, that would equate to a $182.00 - $219.00 stock price (representing 23%-48% upside from current levels)!\nCash-Secured Put Analysis\nWhile we believe that Disney is a \"strong buy\" at current levels, if you are concerned about more downside volatility ahead, we also love the risk/reward profile of the cash-secured puts.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nThe downside with a cash-secured put is that you are obligated to buy the stock at the strike price (which in most circumstances ends up being a good trade).\nNote that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nAn investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.\nNow let's look at the cash-secured put analysis for Disney. We're focused on the January monthly contract that expires on 1/21/22.\nSource: Option Income Advisor\nAs discussed in the video, we believe that the $140 level could hold as long-tern support here. So we really like the following cash-secured put:\nDIS Jan 21st $140.00 Put (53 days until expiration)\n\nOption Premium: ~$3.10 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 5.3%\nDelta: 29\n\nConclusion\nBased on our long-term and short-term views on Disney, we believe the risk/reward profile with DIS stock is very attractive at current levels. That said, if you want some additional margin of safety, consider a cash-secured put strategy.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609322281,"gmtCreate":1638241432829,"gmtModify":1638241432999,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"Most of the stocks can for long term investment&nbsp;","listText":"Most of the stocks can for long term investment&nbsp;","text":"Most of the stocks can for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609322281","repostId":"1132344405","repostType":4,"repost":{"id":"1132344405","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638198726,"share":"https://www.laohunote.com/m/news/1132344405?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132344405","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm","content":"<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON&nbsp;Semiconductor,AMD,Qualcomm,Xilinx&nbsp;and&nbsp;Micron&nbsp;rose&nbsp;between 2% and 7%.</p><p><blockquote>半导体股在早盘交易中攀升.GlobalFoundries、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-29 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON&nbsp;Semiconductor,AMD,Qualcomm,Xilinx&nbsp;and&nbsp;Micron&nbsp;rose&nbsp;between 2% and 7%.</p><p><blockquote>半导体股在早盘交易中攀升.GlobalFoundries、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","ON":"安森美半导体","AVGO":"博通","AMD":"美国超微公司","MU":"美光科技","NVDA":"英伟达","ASML":"阿斯麦","QCOM":"高通","TSM":"台积电","TXN":"德州仪器","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132344405","content_text":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.","news_type":1,"symbols_score_info":{"MU":0.9,"GFS":0.9,"TSM":0.9,"INTC":0.9,"ON":0.9,"TXN":0.9,"ASML":0.9,"NVDA":0.9,"AVGO":0.9,"QCOM":0.9,"AMD":0.9,"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600232461,"gmtCreate":1638155350765,"gmtModify":1638155350949,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600232461","repostId":"1100657085","repostType":4,"repost":{"id":"1100657085","kind":"news","pubTimestamp":1637971854,"share":"https://www.laohunote.com/m/news/1100657085?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:10","market":"us","language":"en","title":"Why Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100657085","media":"Motley Fool","summary":"What happened\nGood news for Tesla(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is appa","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Good news for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is apparently so strong that Tesla has decided to invest $188 million to expand production capacity at its Shanghai factory. It's so high that Tesla is putting 4,000 more people on the payroll at the site, as Reuters reported Friday morning.</p><p><blockquote>好消息<b>特斯拉</b>（纳斯达克股票代码：TSLA）投资者!中国对电动汽车的需求显然如此强劲，以至于特斯拉决定投资 1.88 亿美元扩大其上海工厂的产能。据路透社周五上午报道，这一数字如此之高，以至于特斯拉将在该网站增加 4,000 名员工。</blockquote></p><p> So why was Tesla stock trading down by 2% as of 11:37 a.m. ET Friday?</p><p><blockquote>那么，为什么截至美国东部时间周五上午 11:37，特斯拉股价下跌了 2%？</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> On the one hand, this sure sounds like upbeat news. Tesla initially wanted its Shanghai factory to produce 500,000 cars per year -- and it already has the capacity to manufacture 450,000 Model 3 sedans and Model Y crossovers annually. This decision speaks to CEO Elon Musk's confidence that even 500,000 vehicles a year soon won't be enough to meet the demand for Teslas in China and the European markets that its Chinese facility also supplies.</p><p><blockquote>一方面，这听起来确实是个乐观的消息。特斯拉最初希望其上海工厂每年生产 50 万辆汽车，而它已经有能力每年生产 45 万辆 Model 3 轿车和 Model Y 跨界车。这一决定表明了首席执行官埃隆·马斯克 (Elon Musk) 的信心，即即使很快每年生产 50 万辆汽车也不足以满足特斯拉在中国及其中国工厂也供应的欧洲市场的需求。</blockquote></p><p> And yet Europe may also be part of Tesla's problem. As Reuters also reported Friday, the automaker just withdrew its application for state support for the construction of a planned battery plant near Berlin, Germany. Tesla had previously asked the Federal Ministry of Economics and the Brandenburg Ministry of Economics for some $1.3 billion in subsidies for the plant. But citing his belief that \"all subsidies should be eliminated\" from the electric car industry, Musk says he's now willing to forego that state support -- and hopes that governments will also eliminate \"massive subsidies for oil and gas.\"</p><p><blockquote>然而，欧洲也可能是特斯拉问题的一部分。据路透社周五报道，该汽车制造商刚刚撤回了国家支持在德国柏林附近建设电池厂的申请。特斯拉此前曾要求联邦经济部和勃兰登堡经济部为该工厂提供约 13 亿美元的补贴。但马斯克表示，他认为电动汽车行业“应该取消所有补贴”，他现在愿意放弃国家支持，并希望政府也能取消“对石油和天然气的巨额补贴”。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Thus we're left with a sort of \"bad news, good news\" situation in Germany. On the one hand, Tesla is giving up $1.3 billion that would have essentially dropped straight to its bottom line as the German government picked up part of the tab for the automaker's capital expenditures.</p><p><blockquote>因此，我们在德国只剩下一种“坏消息，好消息”的情况。一方面，随着德国政府承担了该汽车制造商的部分资本支出，特斯拉放弃了 13 亿美元，这笔钱基本上会直接降至其底线。</blockquote></p><p> On the other hand, though, Tesla is making it clear that doesn't really need these subsidies anymore. Over the past 12 months, it has generated free cash flow of $2.6 billion, and&nbsp;GAAP(generally accepted accounting principles) profits of $3.5 billion. By forgoing this subsidy, Tesla gains a bit of moral authority as it urges governments to not subsidize rivals such as&nbsp;<b>Rivian</b>,<b>Lucid</b>, and other EV companies that have not yet reached profitability (and to halt subsidies tooil companies, too).</p><p><blockquote>但另一方面，特斯拉明确表示，它不再真的需要这些补贴。过去 12 个月，该公司产生了 26 亿美元的自由现金流和 35 亿美元的 GAAP（公认会计准则）利润。通过放弃这项补贴，特斯拉获得了一点道德权威，因为它敦促政府不要补贴竞争对手，例如<b>Rivian</b>,<b>清醒的</b>以及其他尚未实现盈利的电动汽车公司（并停止对石油公司的补贴）。</blockquote></p><p> For the moment, investors seem to be focusing on the negative aspects of the news. Longer term, though, I suspect that Tesla's decision to give up this subsidy will prove a clever move that will only make the companya stronger competitor.</p><p><blockquote>目前，投资者似乎关注的是该消息的负面影响。不过，从长远来看，我怀疑特斯拉放弃这项补贴的决定将被证明是一个明智之举，只会使该公司成为更强大的竞争对手。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Tumbled Today<blockquote>为什么特斯拉股价今天暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-27 08:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Good news for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is apparently so strong that Tesla has decided to invest $188 million to expand production capacity at its Shanghai factory. It's so high that Tesla is putting 4,000 more people on the payroll at the site, as Reuters reported Friday morning.</p><p><blockquote>好消息<b>特斯拉</b>（纳斯达克股票代码：TSLA）投资者!中国对电动汽车的需求显然如此强劲，以至于特斯拉决定投资 1.88 亿美元扩大其上海工厂的产能。据路透社周五上午报道，这一数字如此之高，以至于特斯拉将在该网站增加 4,000 名员工。</blockquote></p><p> So why was Tesla stock trading down by 2% as of 11:37 a.m. ET Friday?</p><p><blockquote>那么，为什么截至美国东部时间周五上午 11:37，特斯拉股价下跌了 2%？</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> On the one hand, this sure sounds like upbeat news. Tesla initially wanted its Shanghai factory to produce 500,000 cars per year -- and it already has the capacity to manufacture 450,000 Model 3 sedans and Model Y crossovers annually. This decision speaks to CEO Elon Musk's confidence that even 500,000 vehicles a year soon won't be enough to meet the demand for Teslas in China and the European markets that its Chinese facility also supplies.</p><p><blockquote>一方面，这听起来确实是个乐观的消息。特斯拉最初希望其上海工厂每年生产 50 万辆汽车，而它已经有能力每年生产 45 万辆 Model 3 轿车和 Model Y 跨界车。这一决定表明了首席执行官埃隆·马斯克 (Elon Musk) 的信心，即即使很快每年生产 50 万辆汽车也不足以满足特斯拉在中国及其中国工厂也供应的欧洲市场的需求。</blockquote></p><p> And yet Europe may also be part of Tesla's problem. As Reuters also reported Friday, the automaker just withdrew its application for state support for the construction of a planned battery plant near Berlin, Germany. Tesla had previously asked the Federal Ministry of Economics and the Brandenburg Ministry of Economics for some $1.3 billion in subsidies for the plant. But citing his belief that \"all subsidies should be eliminated\" from the electric car industry, Musk says he's now willing to forego that state support -- and hopes that governments will also eliminate \"massive subsidies for oil and gas.\"</p><p><blockquote>然而，欧洲也可能是特斯拉问题的一部分。据路透社周五报道，该汽车制造商刚刚撤回了国家支持在德国柏林附近建设电池厂的申请。特斯拉此前曾要求联邦经济部和勃兰登堡经济部为该工厂提供约 13 亿美元的补贴。但马斯克表示，他认为电动汽车行业“应该取消所有补贴”，他现在愿意放弃国家支持，并希望政府也能取消“对石油和天然气的巨额补贴”。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Thus we're left with a sort of \"bad news, good news\" situation in Germany. On the one hand, Tesla is giving up $1.3 billion that would have essentially dropped straight to its bottom line as the German government picked up part of the tab for the automaker's capital expenditures.</p><p><blockquote>因此，我们在德国只剩下一种“坏消息，好消息”的情况。一方面，随着德国政府承担了该汽车制造商的部分资本支出，特斯拉放弃了 13 亿美元，这笔钱基本上会直接降至其底线。</blockquote></p><p> On the other hand, though, Tesla is making it clear that doesn't really need these subsidies anymore. Over the past 12 months, it has generated free cash flow of $2.6 billion, and&nbsp;GAAP(generally accepted accounting principles) profits of $3.5 billion. By forgoing this subsidy, Tesla gains a bit of moral authority as it urges governments to not subsidize rivals such as&nbsp;<b>Rivian</b>,<b>Lucid</b>, and other EV companies that have not yet reached profitability (and to halt subsidies tooil companies, too).</p><p><blockquote>但另一方面，特斯拉明确表示，它不再真的需要这些补贴。过去 12 个月，该公司产生了 26 亿美元的自由现金流和 35 亿美元的 GAAP（公认会计准则）利润。通过放弃这项补贴，特斯拉获得了一点道德权威，因为它敦促政府不要补贴竞争对手，例如<b>Rivian</b>,<b>清醒的</b>以及其他尚未实现盈利的电动汽车公司（并停止对石油公司的补贴）。</blockquote></p><p> For the moment, investors seem to be focusing on the negative aspects of the news. Longer term, though, I suspect that Tesla's decision to give up this subsidy will prove a clever move that will only make the companya stronger competitor.</p><p><blockquote>目前，投资者似乎关注的是该消息的负面影响。不过，从长远来看，我怀疑特斯拉放弃这项补贴的决定将被证明是一个明智之举，只会使该公司成为更强大的竞争对手。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/26/why-tesla-stock-tumbled-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/11/26/why-tesla-stock-tumbled-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100657085","content_text":"What happened\nGood news for Tesla(NASDAQ:TSLA)investors! Demand forelectric vehiclesin China is apparently so strong that Tesla has decided to invest $188 million to expand production capacity at its Shanghai factory. It's so high that Tesla is putting 4,000 more people on the payroll at the site, as Reuters reported Friday morning.\nSo why was Tesla stock trading down by 2% as of 11:37 a.m. ET Friday?\nSo what\nOn the one hand, this sure sounds like upbeat news. Tesla initially wanted its Shanghai factory to produce 500,000 cars per year -- and it already has the capacity to manufacture 450,000 Model 3 sedans and Model Y crossovers annually. This decision speaks to CEO Elon Musk's confidence that even 500,000 vehicles a year soon won't be enough to meet the demand for Teslas in China and the European markets that its Chinese facility also supplies.\nAnd yet Europe may also be part of Tesla's problem. As Reuters also reported Friday, the automaker just withdrew its application for state support for the construction of a planned battery plant near Berlin, Germany. Tesla had previously asked the Federal Ministry of Economics and the Brandenburg Ministry of Economics for some $1.3 billion in subsidies for the plant. But citing his belief that \"all subsidies should be eliminated\" from the electric car industry, Musk says he's now willing to forego that state support -- and hopes that governments will also eliminate \"massive subsidies for oil and gas.\"\nNow what\nThus we're left with a sort of \"bad news, good news\" situation in Germany. On the one hand, Tesla is giving up $1.3 billion that would have essentially dropped straight to its bottom line as the German government picked up part of the tab for the automaker's capital expenditures.\nOn the other hand, though, Tesla is making it clear that doesn't really need these subsidies anymore. Over the past 12 months, it has generated free cash flow of $2.6 billion, and GAAP(generally accepted accounting principles) profits of $3.5 billion. By forgoing this subsidy, Tesla gains a bit of moral authority as it urges governments to not subsidize rivals such as Rivian,Lucid, and other EV companies that have not yet reached profitability (and to halt subsidies tooil companies, too).\nFor the moment, investors seem to be focusing on the negative aspects of the news. Longer term, though, I suspect that Tesla's decision to give up this subsidy will prove a clever move that will only make the companya stronger competitor.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874889043,"gmtCreate":1637756931352,"gmtModify":1637756931480,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874889043","repostId":"1186881303","repostType":4,"repost":{"id":"1186881303","kind":"news","pubTimestamp":1637754802,"share":"https://www.laohunote.com/m/news/1186881303?lang=zh_CN&edition=full","pubTime":"2021-11-24 19:53","market":"us","language":"en","title":"Xpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186881303","media":"Benzinga","summary":"Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CN","content":"<p><div> Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CNBC reported, citing the company’s president and chairman Brian Gu. What Happened:Xpeng already sells...</p><p><blockquote><div>据美国消费者新闻与商业频道（CNBC）援引该公司总裁兼董事长布莱恩-顾（Brian Gu）的话报道，中国电动汽车制造商小鹏公司的目标是在中国境外销售一半的电动汽车。发生了什么：小鹏汽车已经销售……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Aims To Sell Nearly As Many Electric Vehicles Overseas As In China<blockquote>小鹏汽车的目标是在海外销售几乎与在中国一样多的电动汽车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CNBC reported, citing the company’s president and chairman Brian Gu. What Happened:Xpeng already sells...</p><p><blockquote><div>据美国消费者新闻与商业频道（CNBC）援引该公司总裁兼董事长布莱恩-顾（Brian Gu）的话报道，中国电动汽车制造商小鹏公司的目标是在中国境外销售一半的电动汽车。发生了什么：小鹏汽车已经销售……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团"},"source_url":"https://www.benzinga.com/news/21/11/24268896/xpeng-aims-to-sell-nearly-as-many-electric-vehicles-overseas-as-in-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186881303","content_text":"Chinese electric vehicle maker Xpeng Inc aims to sell half of its electric vehicle outside China, CNBC reported, citing the company’s president and chairman Brian Gu.\nWhat Happened:Xpeng already sells electric vehicles in Norway and plans to ramp up investment overseas next year including foraying into Sweden, Denmark and the Netherlands in 2022.\nThe Guangzhou, China-based Xpeng did not provide a timeline or provide more details.\nXpeng had in August announced it would double the production capacity from 100,000 to 200,000 electric cars annually.\nWhy It Matters: Xpeng revealed an electric SUV G9— its fourth electric vehicle — equipped with its in-house Xpilot semi-autonomous driving system and the lidar technology last week. The automaker plans to sell G9 in both China and overseas.\nThe G9 is expected to compete with Nio Inc’s ES6 an Tesla Inc’s Model Y.Nio, Xpeng and BYD Co are among Chinese electric vehicle makers that are eyeing overseas expansion after successfully establishing their brands on home turf.\nPrice Action: Xpeng shares closed 8.25% higher at $51.30 a share on Wednesday after it reported third-quarter numbers.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872703714,"gmtCreate":1637569378384,"gmtModify":1637569378505,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872703714","repostId":"2185826521","repostType":4,"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872979550,"gmtCreate":1637408684780,"gmtModify":1637408684928,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872979550","repostId":"1157658975","repostType":4,"repost":{"id":"1157658975","kind":"news","pubTimestamp":1637375476,"share":"https://www.laohunote.com/m/news/1157658975?lang=zh_CN&edition=full","pubTime":"2021-11-20 10:31","market":"us","language":"en","title":"Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157658975","media":"Motley Fool","summary":"What happened\nShares of Nvidia  climbed 4% on Friday, as optimism for the chipmaker's data center op","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b>&nbsp;</a>&nbsp;climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨 4%，投资者对这家芯片制造商的数据中心机会和 Omniverse 计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继这家半导体领导者本周早些时候公布重磅财报后，多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one,&nbsp;<b>Raymond James</b>&nbsp;analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先，<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索重申了他对英伟达的强力买入评级。他现在预计其股价将从之前的 225 美元上涨至 365 美元。卡索表示，随着对其数据中心产品的需求上升，英伟达的供应限制正在缓解，为持续增长创造了有利环境。</blockquote></p><p> For another,&nbsp;<b>Jefferies</b>&nbsp;analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面，<b>杰富瑞</b>在英伟达的收入和盈利超出预期后，分析师马克·利帕西斯将股价预测从 260 美元上调至 370 美元。他现在预计，到 2025 年，这家芯片制造商的每股收益将从之前的 12.50 美元增至 16.40 美元。展望未来，Lipacis 预计 Nvidia 的新 Omniverse 虚拟现实平台的市场机会高达 800 亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham 分析师 Rajvindra Gill 第三次将目标价从 245 美元一路上调至 400 美元。吉尔强调了英伟达数据中心业务的蓬勃发展以及全球游戏市场引人入胜的前景。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了许多获胜的方法。它的数据中心和游戏芯片是同类中最好的。随着这些巨大的市场在未来十年变得更大，英伟达的销售额和利润也应该增长。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能驱动的 Omniverse 平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示，计划向用户收取每年1000美元的许可费。由于对这项未来技术的需求可能会很强劲，Nvidia 的 Omniverse 工具可以帮助推动其未来几年的增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Climbed Today<blockquote>为什么英伟达股价今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-20 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of&nbsp;<a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b>&nbsp;</a>&nbsp;climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.</p><p><blockquote>股份<a href=\"https://laohu8.com/S/NVDA\"><b>英伟达</b> </a>周五上涨 4%，投资者对这家芯片制造商的数据中心机会和 Omniverse 计划的乐观情绪继续增强。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/beb4a62ed4521ce1dabe40545ffa8818\" tg-width=\"888\" tg-height=\"635\" width=\"100%\" height=\"auto\">So what</p><p><blockquote>那又怎样</blockquote></p><p> Following thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.</p><p><blockquote>继这家半导体领导者本周早些时候公布重磅财报后，多家投资公司对其股票发表了看涨评论。</blockquote></p><p> For one,&nbsp;<b>Raymond James</b>&nbsp;analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.</p><p><blockquote>首先，<b>雷蒙德·詹姆斯</b>分析师克里斯·卡索重申了他对英伟达的强力买入评级。他现在预计其股价将从之前的 225 美元上涨至 365 美元。卡索表示，随着对其数据中心产品的需求上升，英伟达的供应限制正在缓解，为持续增长创造了有利环境。</blockquote></p><p> For another,&nbsp;<b>Jefferies</b>&nbsp;analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.</p><p><blockquote>另一方面，<b>杰富瑞</b>在英伟达的收入和盈利超出预期后，分析师马克·利帕西斯将股价预测从 260 美元上调至 370 美元。他现在预计，到 2025 年，这家芯片制造商的每股收益将从之前的 12.50 美元增至 16.40 美元。展望未来，Lipacis 预计 Nvidia 的新 Omniverse 虚拟现实平台的市场机会高达 800 亿美元。</blockquote></p><p> For a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.</p><p><blockquote>Needham 分析师 Rajvindra Gill 第三次将目标价从 245 美元一路上调至 400 美元。吉尔强调了英伟达数据中心业务的蓬勃发展以及全球游戏市场引人入胜的前景。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Nvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.</p><p><blockquote>英伟达为投资者提供了许多获胜的方法。它的数据中心和游戏芯片是同类中最好的。随着这些巨大的市场在未来十年变得更大，英伟达的销售额和利润也应该增长。</blockquote></p><p> The company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.</p><p><blockquote>该公司新的人工智能驱动的 Omniverse 平台是另一个令人兴奋的增长动力。Nvidia的技术旨在帮助用户为各种任务创建虚拟模拟和机器人应用程序。首席执行官黄仁勋在英伟达最近的财报看涨期权上表示，计划向用户收取每年1000美元的许可费。由于对这项未来技术的需求可能会很强劲，Nvidia 的 Omniverse 工具可以帮助推动其未来几年的增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/19/why-nvidia-stock-climbed-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157658975","content_text":"What happened\nShares of Nvidia  climbed 4% on Friday, as optimism for the chipmaker's data center opportunity and Omniverse initiatives continued to build among investors.\nSo what\nFollowing thesemiconductorleader's blockbusterearningsresults earlier this week, multiple investment firms issued bullish commentary on its stock.\nFor one, Raymond James analyst Chris Caso repeated his strong buy rating on Nvidia. He now sees its share price rising to $365, up from his prior estimate of $225. Caso said Nvidia's supply constraints are easing as demand for its data center offerings is rising, creating a favorable environment for continued growth.\nFor another, Jefferies analyst Mark Lipacis boosted his share price forecast from $260 to $370 after Nvidia's revenue and earnings exceeded his projections. He now sees the chipmaker's earnings per share increasing to $16.40 by 2025, up from his previous estimate of $12.50. Looking further ahead, Lipacis pegs Nvidia's market opportunity for its new Omniverse virtual reality platform at a whopping $80 billion.\nFor a third, Needham analyst Rajvindra Gill lifted his price target all the way to $400 from $245. Gill highlighted the booming growth in Nvidia's data center business and intriguing prospects in the global gaming market.\nNow what\nNvidia gives investors many ways to win. Its data center and gaming chips are best-in-class. And as these massive markets grow even larger in the coming decade, so too should Nvidia's sales and profits.\nThe company's new AI-powered Omniverse platform is another exciting growth driver. Nvidia's technology is designed to help users create virtual simulations and robotic applications for a wide array of tasks. CEO Jensen Huang said during Nvidia's recent earnings call that it plans to charge users an annual licensing fee of $1,000. And with demand for this futuristic tech likely to be strong, Nvidia's Omniverse tools could help to power its growth in the years ahead.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876958342,"gmtCreate":1637251160099,"gmtModify":1637251160256,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876958342","repostId":"1171650346","repostType":4,"repost":{"id":"1171650346","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637247556,"share":"https://www.laohunote.com/m/news/1171650346?lang=zh_CN&edition=full","pubTime":"2021-11-18 22:59","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171650346","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technolo","content":"<p>Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology&nbsp;and&nbsp;Qualcomm&nbsp;rose&nbsp;between 2% and 11%.</p><p><blockquote>半导体股早盘攀升.英伟达、AMD、GlobalFoundries、台积电、ASML、美光科技和高通上涨2%至11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/299bd7bc3695657a76434e3d339f30ad\" tg-width=\"409\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Nvidia reported record sales and beat on earnings again;</p><p><blockquote>英伟达公布销售额创历史新高，盈利再次超出预期；</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从全球代工厂购买芯片以弥补短缺；</blockquote></p><p> ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.</p><p><blockquote>ASML 预计 2021 年和 2022 年在中国的销售额约为 22.7 亿美元 - 首席财务官。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-18 22:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology&nbsp;and&nbsp;Qualcomm&nbsp;rose&nbsp;between 2% and 11%.</p><p><blockquote>半导体股早盘攀升.英伟达、AMD、GlobalFoundries、台积电、ASML、美光科技和高通上涨2%至11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/299bd7bc3695657a76434e3d339f30ad\" tg-width=\"409\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Nvidia reported record sales and beat on earnings again;</p><p><blockquote>英伟达公布销售额创历史新高，盈利再次超出预期；</blockquote></p><p> Ford explores buying chips directly from GlobalFoundries to offset shortage;</p><p><blockquote>福特探索直接从全球代工厂购买芯片以弥补短缺；</blockquote></p><p> ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.</p><p><blockquote>ASML 预计 2021 年和 2022 年在中国的销售额约为 22.7 亿美元 - 首席财务官。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技","AMD":"美国超微公司","QCOM":"高通","ASML":"阿斯麦","GFS":"GLOBALFOUNDRIES Inc.","TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171650346","content_text":"Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.\n\nNvidia reported record sales and beat on earnings again;\nFord explores buying chips directly from GlobalFoundries to offset shortage;\nASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9,"MU":0.9,"GFS":0.9,"QCOM":0.9,"ASML":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871715636,"gmtCreate":1637112204125,"gmtModify":1637112204607,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"Good news if approved&nbsp;","listText":"Good news if approved&nbsp;","text":"Good news if approved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871715636","repostId":"1185627949","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871147748,"gmtCreate":1637042627453,"gmtModify":1637042627561,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871147748","repostId":"1116429379","repostType":4,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohunote.com/m/news/1116429379?lang=zh_CN&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票（<b>苹果</b>）继续徘徊在每股 150 美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了 AAPL 的价值应仅 132 美元的观点，表明该股从现在起有 12% 的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了伯恩斯坦的托尼-萨科纳吉（Toni Sacconaghi）的温和看跌案例。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自 2018 年 2 月将 AAPL 股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最佳时机，因为苹果的股价在不到四年的时间里上涨了 285%，而标普500的涨幅为 85%。不过，这位分析师也帮助苹果公司的投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>八月份，我更详细地回顾了伯恩斯坦的论文。从短期来看，该银行的研究团队担心苹果股价在今年上半年攀升过快，而苹果将面临一系列艰难的财报季。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼还提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但这位分析师质疑多少才算太多。伯恩斯坦的目标市盈率为 25 倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上又增加了一个项目：App Store。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，将允许在美国 App Store 平台之外进行付款。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经算了一笔账。他估计，App Store近三分之一的收入来自美国。如果 App Store 分别占公司总销售额和 op 利润的 6% 和 15%，那么支付问题每年可能会影响苹果 2% 的收入和 5% 的 op 利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·马文的观点</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自 9 月初 AAPL 达到顶峰以来，风险已经大大降低。从那时起，投资者有时间充分接受2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于 App Store，我已经慢慢从更多关注财务影响转变为不太关注。摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）认为，App Store 政策的变化最多可能使苹果的每股收益减少 1% 或 2%，这根本不算什么。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。实际上，由于 App Store 的支付方式发生变化，苹果收入的 2% 和运营商利润的 5% 最终可能会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-16 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票（<b>苹果</b>）继续徘徊在每股 150 美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了 AAPL 的价值应仅 132 美元的观点，表明该股从现在起有 12% 的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了伯恩斯坦的托尼-萨科纳吉（Toni Sacconaghi）的温和看跌案例。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自 2018 年 2 月将 AAPL 股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最佳时机，因为苹果的股价在不到四年的时间里上涨了 285%，而标普500的涨幅为 85%。不过，这位分析师也帮助苹果公司的投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>八月份，我更详细地回顾了伯恩斯坦的论文。从短期来看，该银行的研究团队担心苹果股价在今年上半年攀升过快，而苹果将面临一系列艰难的财报季。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼还提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但这位分析师质疑多少才算太多。伯恩斯坦的目标市盈率为 25 倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上又增加了一个项目：App Store。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，将允许在美国 App Store 平台之外进行付款。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经算了一笔账。他估计，App Store近三分之一的收入来自美国。如果 App Store 分别占公司总销售额和 op 利润的 6% 和 15%，那么支付问题每年可能会影响苹果 2% 的收入和 5% 的 op 利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·马文的观点</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自 9 月初 AAPL 达到顶峰以来，风险已经大大降低。从那时起，投资者有时间充分接受2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于 App Store，我已经慢慢从更多关注财务影响转变为不太关注。摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）认为，App Store 政策的变化最多可能使苹果的每股收益减少 1% 或 2%，这根本不算什么。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。实际上，由于 App Store 的支付方式发生变化，苹果收入的 2% 和运营商利润的 5% 最终可能会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":356436299,"gmtCreate":1616805327311,"gmtModify":1634523930438,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"More travellers to use Airbnb soon","listText":"More travellers to use Airbnb soon","text":"More travellers to use Airbnb soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/356436299","repostId":"2122772444","repostType":4,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174784824,"gmtCreate":1627140228068,"gmtModify":1633767685990,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"Nio for long term investment&nbsp;","listText":"Nio for long term investment&nbsp;","text":"Nio for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/174784824","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355795890,"gmtCreate":1617102882110,"gmtModify":1634522654754,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"I believe that the new CEO will help to make the company better","listText":"I believe that the new CEO will help to make the company better","text":"I believe that the new CEO will help to make the company better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/355795890","repostId":"2123992712","repostType":2,"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375528500,"gmtCreate":1619365168300,"gmtModify":1634273997382,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"Value company for long term investment&nbsp;","listText":"Value company for long term investment&nbsp;","text":"Value company for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/375528500","repostId":"2129680033","repostType":4,"repost":{"id":"2129680033","kind":"highlight","pubTimestamp":1619338263,"share":"https://www.laohunote.com/m/news/2129680033?lang=zh_CN&edition=full","pubTime":"2021-04-25 16:11","market":"us","language":"en","title":"Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的生意蒸蒸日上，投资者们即将知道有多少现金会流向他们</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2129680033","media":"MarketWatch","summary":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could ge","content":"<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year</p><p><blockquote>苹果盈利预览：在过去两年“更温和”的股息增长之后，苹果在详细说明今年的投资者回报计划时可能会恢复两位数的股息增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3de8d4d6e2f179b5f904720051de74\" tg-width=\"1260\" tg-height=\"840\"><span>Apple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师认为，苹果iPad和Mac的势头可能在最近一个季度“加速”。法新社/盖蒂图片社</span></p></blockquote></p><p> After posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.</p><p><blockquote>在最近一个财年公布创纪录的销售额和利润后，苹果公司预计将展示其今年将有多少财务成功回馈给股东。</blockquote></p><p> Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.</p><p><blockquote>苹果<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>预计该公司将在周三公布第二财季收益时增加股息并授权进一步回购股票，这是该公司继续专注于向股东返还资金以减少其可观的现金储备的一部分。该公司通常会在发布三月份季度报告的同时更新其资本回报计划，即将发布的公告可能会推动苹果财报后股价上涨。</blockquote></p><p> \"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.</p><p><blockquote>富国银行分析师 Aaron Rakers 写道：“我们认为苹果的资本回报率更新可能是苹果即将发布的 2021 年第二季度业绩中最重要的考虑因素。”</blockquote></p><p> Though Apple shares have nearly doubled in the past year, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .</p><p><blockquote>尽管苹果股价在过去一年几乎翻了一番，<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>凯蒂·休伯蒂 (Katy Huberty) 预计该公司将继续积极进行回购。她预测，该公司本季度可能会增加 600 亿美元的回购授权，而苹果一年前批准的回购授权为 500 亿美元。</blockquote></p><p> Apple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.</p><p><blockquote>休伯蒂认为，苹果的回购步伐在未来 12 至 18 个月内不太可能“大幅放缓”，因为她预计该公司每个季度可以回购价值 180 亿美元的股票，直到 2022 财年结束。这将使流通股数量减少约 3%，苹果的净现金头寸约为 750 亿美元。</blockquote></p><p> She also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.</p><p><blockquote>她还预计苹果的股息将增加 10%，这将使每股年度股息达到 90 美分。</blockquote></p><p> Apple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.</p><p><blockquote>富国银行的 Rakers 表示，苹果的股息宣布可能比回购计划更能推动股票表现。他认为苹果可能会将股息提高至少 10%，这一增幅将标志着自苹果 2018 年股息上涨 16% 以来的最高年度涨幅，相比之下，苹果分别在 2019 年和 2020 年实现了 5.5% 和 6.5% 的“更温和”增幅。</blockquote></p><p> \"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.</p><p><blockquote>他写道：“我们对苹果持续产生强劲[自由现金流]能力的积极看法支持了我们的观点，即该公司可以将年度股息增长轨迹恢复到两位数[百分比]范围。”</blockquote></p><p> Rakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.</p><p><blockquote>Rakers 预计回购计划将增加约 500 亿美元，与一年前持平。</blockquote></p><p> The company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.</p><p><blockquote>该公司已着手实现净现金中性，选择不进行大规模收购，而支持资本回报，因为它试图减少其可观的净现金余额，截至苹果上一份报告，净现金余额已超过 800 亿美元。但苹果也产生了强劲的自由现金流，休伯蒂预测本财年将增长 30%，并表示苹果实现目标还需要时间。</blockquote></p><p> \"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.</p><p><blockquote>休伯蒂写道：“苹果今天正在全力以赴，尽管该公司每年在股东回报上花费近 1000 亿美元，但我们相信，实现净现金中性头寸的道路需要多年持续强劲的股东回报。”</blockquote></p><p> Apple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.</p><p><blockquote>Rakers 指出，苹果在 2020 年最后 9 个月平均每天回购 250 万股股票，约占该股日交易量的 1.6%。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.</p><p><blockquote>盈利：FactSet 追踪的分析师预计，苹果最新季度每股收益为 98 美分，高于去年同期的 64 美分。Estimize 从对冲基金、学者和其他人那里众包预测，平均估计评级为每股 1.02 美元。</blockquote></p><p> Revenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.</p><p><blockquote>收入：FactSet 共识模型的收入为 767 亿美元，而 Estimize 的平均估计为 783 亿美元。由于 COVID-19 关闭影响了中国大陆，并开始导致世界其他地区的商店关闭，苹果 3 月份上一季度的收入为 583 亿美元。</blockquote></p><p> Stock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.</p><p><blockquote>股票走势：过去五份收益报告中有三份发布后，苹果股价下跌。过去 12 个月，苹果所在的道琼斯工业平均指数上涨了 44%，股价上涨了 91%。</blockquote></p><p> Of the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.</p><p><blockquote>在 FactSet 追踪的 42 位关注苹果股票的分析师中，30 位给予买入评级，9 位给予持有评级，3 位给予卖出评级，平均目标价为 151.12 美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么要注意的</b></blockquote></p><p></p><p> Apple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.</p><p><blockquote>由于疫情期间对 Mac 和 iPad 的需求激增以及 iPhone 12 的成功推出，苹果最近几个季度的发展势头强劲。Evercore ISI 分析师 Amit Daryanani 预测，该公司在三月份季度将继续保持良好的吸引力，并可能超出预期交付业绩。</blockquote></p><p> The company could be more insulated than others from the continuing chip shortage given \"its status as <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.</p><p><blockquote>鉴于“其地位”，该公司可能比其他公司更能免受持续芯片短缺的影响<a href=\"https://laohu8.com/S/AONE\">一</a>Daryanani 认为，虽然制造合作伙伴富士康提到了一些供应问题，但该公司表示，零部件短缺将影响一小部分客户订单。</blockquote></p><p> Daryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.</p><p><blockquote>Daryanani 对苹果 iPhone 在中国的发展势头持乐观态度，并对富士康表示 3 月份季度的业绩将好于这一时期的典型表现感到鼓舞。他指出，这与苹果自己的预测一致。他将该股评级为跑赢大盘，目标价为 175 美元。</blockquote></p><p> Wells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.</p><p><blockquote>富国银行的 Rakers 指出了“持续的积极需求驱动因素”，但表示他“不愿意在发布之前做出有意义的上行（iPhone 驱动的）看涨期权”。他预计本季度 iPhone 收入为 388 亿美元，而 FactSet 一致认为评级为 410 亿美元。</blockquote></p><p> Outside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.</p><p><blockquote>除了 iPhone 之外，Rakers 预计该公司将继续看到家庭动态推动对 iPad 和 Mac 的强劲需求。他还将寻求对供应问题更广泛的评论。</blockquote></p><p> \"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.</p><p><blockquote>“随着有关整体半导体供应链紧张的持续报道，可能会影响苹果 Mac 和 iPad 的交货时间，以及 DRAM 价格上涨，投资者将关注苹果对整体需求满足和毛利率预期的看法，”他写道，同时重申了跑赢大盘对该股的评级和 160 美元的目标价。</blockquote></p><p> Morgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.</p><p><blockquote>摩根士丹利的休伯蒂“非常有信心”苹果将超出三月份季度的预期，她也预计前景乐观。</blockquote></p><p> \"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.</p><p><blockquote>“我们相信，推动 Mac 和 iPad 同比增长 21% 和 41% 的消费者和教育市场力量在 12 月份季度得以维持，甚至加速到 3 月份季度，”她写道，强调了 IDC 乐观的第三方 Mac 数据。</blockquote></p><p> Huberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.</p><p><blockquote>Huberty 预测本季度 Mac 收入为 82 亿美元，iPad 收入为 68 亿美元，远高于 FactSet 的共识，FactSet 的评级分别为 67 亿美元和 56 亿美元。她对苹果股票给予跑赢大盘评级和 158 美元的目标价。</blockquote></p><p> Apple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.</p><p><blockquote>苹果最近推出了新的 iPad 和 iMac，这可能使其能够继续利用家庭趋势，尽管这些不会计入 3 月份季度的数据。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的生意蒸蒸日上，投资者们即将知道有多少现金会流向他们</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s business is roaring, and investors are about to find out how much of that cash is coming their way<blockquote>苹果的生意蒸蒸日上，投资者们即将知道有多少现金会流向他们</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-25 16:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year</p><p><blockquote>苹果盈利预览：在过去两年“更温和”的股息增长之后，苹果在详细说明今年的投资者回报计划时可能会恢复两位数的股息增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3de8d4d6e2f179b5f904720051de74\" tg-width=\"1260\" tg-height=\"840\"><span>Apple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师认为，苹果iPad和Mac的势头可能在最近一个季度“加速”。法新社/盖蒂图片社</span></p></blockquote></p><p> After posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.</p><p><blockquote>在最近一个财年公布创纪录的销售额和利润后，苹果公司预计将展示其今年将有多少财务成功回馈给股东。</blockquote></p><p> Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.</p><p><blockquote>苹果<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>预计该公司将在周三公布第二财季收益时增加股息并授权进一步回购股票，这是该公司继续专注于向股东返还资金以减少其可观的现金储备的一部分。该公司通常会在发布三月份季度报告的同时更新其资本回报计划，即将发布的公告可能会推动苹果财报后股价上涨。</blockquote></p><p> \"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.</p><p><blockquote>富国银行分析师 Aaron Rakers 写道：“我们认为苹果的资本回报率更新可能是苹果即将发布的 2021 年第二季度业绩中最重要的考虑因素。”</blockquote></p><p> Though Apple shares have nearly doubled in the past year, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .</p><p><blockquote>尽管苹果股价在过去一年几乎翻了一番，<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>凯蒂·休伯蒂 (Katy Huberty) 预计该公司将继续积极进行回购。她预测，该公司本季度可能会增加 600 亿美元的回购授权，而苹果一年前批准的回购授权为 500 亿美元。</blockquote></p><p> Apple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.</p><p><blockquote>休伯蒂认为，苹果的回购步伐在未来 12 至 18 个月内不太可能“大幅放缓”，因为她预计该公司每个季度可以回购价值 180 亿美元的股票，直到 2022 财年结束。这将使流通股数量减少约 3%，苹果的净现金头寸约为 750 亿美元。</blockquote></p><p> She also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.</p><p><blockquote>她还预计苹果的股息将增加 10%，这将使每股年度股息达到 90 美分。</blockquote></p><p> Apple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.</p><p><blockquote>富国银行的 Rakers 表示，苹果的股息宣布可能比回购计划更能推动股票表现。他认为苹果可能会将股息提高至少 10%，这一增幅将标志着自苹果 2018 年股息上涨 16% 以来的最高年度涨幅，相比之下，苹果分别在 2019 年和 2020 年实现了 5.5% 和 6.5% 的“更温和”增幅。</blockquote></p><p> \"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.</p><p><blockquote>他写道：“我们对苹果持续产生强劲[自由现金流]能力的积极看法支持了我们的观点，即该公司可以将年度股息增长轨迹恢复到两位数[百分比]范围。”</blockquote></p><p> Rakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.</p><p><blockquote>Rakers 预计回购计划将增加约 500 亿美元，与一年前持平。</blockquote></p><p> The company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.</p><p><blockquote>该公司已着手实现净现金中性，选择不进行大规模收购，而支持资本回报，因为它试图减少其可观的净现金余额，截至苹果上一份报告，净现金余额已超过 800 亿美元。但苹果也产生了强劲的自由现金流，休伯蒂预测本财年将增长 30%，并表示苹果实现目标还需要时间。</blockquote></p><p> \"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.</p><p><blockquote>休伯蒂写道：“苹果今天正在全力以赴，尽管该公司每年在股东回报上花费近 1000 亿美元，但我们相信，实现净现金中性头寸的道路需要多年持续强劲的股东回报。”</blockquote></p><p> Apple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.</p><p><blockquote>Rakers 指出，苹果在 2020 年最后 9 个月平均每天回购 250 万股股票，约占该股日交易量的 1.6%。</blockquote></p><p> <b>What to expect</b></p><p><blockquote><b>期待什么</b></blockquote></p><p> Earnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.</p><p><blockquote>盈利：FactSet 追踪的分析师预计，苹果最新季度每股收益为 98 美分，高于去年同期的 64 美分。Estimize 从对冲基金、学者和其他人那里众包预测，平均估计评级为每股 1.02 美元。</blockquote></p><p> Revenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.</p><p><blockquote>收入：FactSet 共识模型的收入为 767 亿美元，而 Estimize 的平均估计为 783 亿美元。由于 COVID-19 关闭影响了中国大陆，并开始导致世界其他地区的商店关闭，苹果 3 月份上一季度的收入为 583 亿美元。</blockquote></p><p> Stock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.</p><p><blockquote>股票走势：过去五份收益报告中有三份发布后，苹果股价下跌。过去 12 个月，苹果所在的道琼斯工业平均指数上涨了 44%，股价上涨了 91%。</blockquote></p><p> Of the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.</p><p><blockquote>在 FactSet 追踪的 42 位关注苹果股票的分析师中，30 位给予买入评级，9 位给予持有评级，3 位给予卖出评级，平均目标价为 151.12 美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么要注意的</b></blockquote></p><p></p><p> Apple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.</p><p><blockquote>由于疫情期间对 Mac 和 iPad 的需求激增以及 iPhone 12 的成功推出，苹果最近几个季度的发展势头强劲。Evercore ISI 分析师 Amit Daryanani 预测，该公司在三月份季度将继续保持良好的吸引力，并可能超出预期交付业绩。</blockquote></p><p> The company could be more insulated than others from the continuing chip shortage given \"its status as <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.</p><p><blockquote>鉴于“其地位”，该公司可能比其他公司更能免受持续芯片短缺的影响<a href=\"https://laohu8.com/S/AONE\">一</a>Daryanani 认为，虽然制造合作伙伴富士康提到了一些供应问题，但该公司表示，零部件短缺将影响一小部分客户订单。</blockquote></p><p> Daryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.</p><p><blockquote>Daryanani 对苹果 iPhone 在中国的发展势头持乐观态度，并对富士康表示 3 月份季度的业绩将好于这一时期的典型表现感到鼓舞。他指出，这与苹果自己的预测一致。他将该股评级为跑赢大盘，目标价为 175 美元。</blockquote></p><p> Wells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.</p><p><blockquote>富国银行的 Rakers 指出了“持续的积极需求驱动因素”，但表示他“不愿意在发布之前做出有意义的上行（iPhone 驱动的）看涨期权”。他预计本季度 iPhone 收入为 388 亿美元，而 FactSet 一致认为评级为 410 亿美元。</blockquote></p><p> Outside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.</p><p><blockquote>除了 iPhone 之外，Rakers 预计该公司将继续看到家庭动态推动对 iPad 和 Mac 的强劲需求。他还将寻求对供应问题更广泛的评论。</blockquote></p><p> \"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.</p><p><blockquote>“随着有关整体半导体供应链紧张的持续报道，可能会影响苹果 Mac 和 iPad 的交货时间，以及 DRAM 价格上涨，投资者将关注苹果对整体需求满足和毛利率预期的看法，”他写道，同时重申了跑赢大盘对该股的评级和 160 美元的目标价。</blockquote></p><p> Morgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.</p><p><blockquote>摩根士丹利的休伯蒂“非常有信心”苹果将超出三月份季度的预期，她也预计前景乐观。</blockquote></p><p> \"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.</p><p><blockquote>“我们相信，推动 Mac 和 iPad 同比增长 21% 和 41% 的消费者和教育市场力量在 12 月份季度得以维持，甚至加速到 3 月份季度，”她写道，强调了 IDC 乐观的第三方 Mac 数据。</blockquote></p><p> Huberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.</p><p><blockquote>Huberty 预测本季度 Mac 收入为 82 亿美元，iPad 收入为 68 亿美元，远高于 FactSet 的共识，FactSet 的评级分别为 67 亿美元和 56 亿美元。她对苹果股票给予跑赢大盘评级和 158 美元的目标价。</blockquote></p><p> Apple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.</p><p><blockquote>苹果最近推出了新的 iPad 和 iMac，这可能使其能够继续利用家庭趋势，尽管这些不会计入 3 月份季度的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129680033","content_text":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year\nApple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images\nAfter posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.\nApple $(AAPL)$ is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.\n\"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.\nThough Apple shares have nearly doubled in the past year, Morgan Stanley's Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .\nApple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.\nShe also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.\nApple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.\n\"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.\nRakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.\nThe company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.\n\"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.\nApple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.\nWhat to expect\nEarnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.\nRevenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.\nStock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.\nOf the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.\nWhat else to watch for\nApple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.\nThe company could be more insulated than others from the continuing chip shortage given \"its status as one of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.\nDaryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.\nWells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.\nOutside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.\n\"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.\nMorgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.\n\"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.\nHuberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.\nApple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897502339,"gmtCreate":1628934879121,"gmtModify":1633688402142,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897502339","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohunote.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下，汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右，这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据，2020 年电动汽车占美国汽车销量的 2.4%，高于五年前的 0.7%。该研究提供商预计，到 2025 年，这一份额将增至 11%；预计到 2030 年，美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划，包括（如果有的话）投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺，到 2025 年，纯电动汽车将占其销量的 35%。届时，奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但这家汽车制造商承诺，今年其欧洲销量的 25% 将是全电动和混合动力汽车，到 2030 年，其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到 2025 年，电动汽车销量将占其销量的 15% 至 25%；到2030年，这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型，并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示，到 2030 年，其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型，这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”，其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份，该公司表示计划到 2035 年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，它将在全球提供 30 款全电动汽车，到 2025 年底，该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商（7267.TO）拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年，其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作，使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车，其目标是到 2025 年，电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车，但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型，该公司最近表示，计划到 2030 年，其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到 2025 年，电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商，该公司 7 月份表示，到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车，到 2030 年，这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年，这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年，这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然，这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年，该汽车制造商欧洲销量的 70% 将来自电动汽车，美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下，汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右，这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据，2020 年电动汽车占美国汽车销量的 2.4%，高于五年前的 0.7%。该研究提供商预计，到 2025 年，这一份额将增至 11%；预计到 2030 年，美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划，包括（如果有的话）投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺，到 2025 年，纯电动汽车将占其销量的 35%。届时，奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但这家汽车制造商承诺，今年其欧洲销量的 25% 将是全电动和混合动力汽车，到 2030 年，其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到 2025 年，电动汽车销量将占其销量的 15% 至 25%；到2030年，这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型，并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示，到 2030 年，其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型，这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”，其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份，该公司表示计划到 2035 年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，它将在全球提供 30 款全电动汽车，到 2025 年底，该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商（7267.TO）拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年，其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作，使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车，其目标是到 2025 年，电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车，但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型，该公司最近表示，计划到 2030 年，其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到 2025 年，电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商，该公司 7 月份表示，到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车，到 2030 年，这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年，这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年，这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然，这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年，该汽车制造商欧洲销量的 70% 将来自电动汽车，美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAF":"Volkswagen AG","GM":"通用汽车","DDAIF":"戴姆勒汽车","TM":"丰田汽车","HYEVF":"Hyundai Elevator Co Ltd.","F":"福特汽车","FUJHF":"Subaru Corporation ","TSLA":"特斯拉","STLA":"Stellantis NV","HMC":"本田汽车","NSANY":"日产汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"HMC":0.9,"FUJHF":0.9,"DDAIF":0.9,"VLKAF":0.9,"TM":0.9,"AUDVF":0.9,"TSLA":0.9,"GM":0.9,"HYEVF":0.9,"STLA":0.9,"F":0.9,"NSANY":0.9}},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880548007,"gmtCreate":1631067584809,"gmtModify":1631889566358,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/880548007","repostId":"1180373758","repostType":4,"repost":{"id":"1180373758","kind":"news","pubTimestamp":1631066385,"share":"https://www.laohunote.com/m/news/1180373758?lang=zh_CN&edition=full","pubTime":"2021-09-08 09:59","market":"us","language":"en","title":"Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180373758","media":"Barrons","summary":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why i","content":"<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>今天是市场低迷的一天，但特斯拉股市延续了近期的涨势。找出原因并不容易。</blockquote></p><p> The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面，特斯拉（股票代码：TSLA）股价上涨 2.6%。什么给？</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师，也不是公司的官方声明。原因似乎是新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）似乎已经给员工写了一封电子邮件，支持凯西-伍德（Cathie Wood）对特斯拉股票的 3000 美元目标价。ARK Invest 的伍德认为，这一目标可以在 2025 年实现。邮件称，马斯克认为，如果特斯拉执行 “非常好 ”，普莱斯是有可能实现的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封邮件是否是马斯克发送的。特斯拉没有回应置评请求。对于周二的投资者来说，是还是不是，都没有意义。随着故事的流传，股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的稳健执行可能意味着如期开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯，一家在德国。该公司希望在可预见的未来将单位销量增长 50%。这种增长的一部分将是将产品线扩展到更多的汽车细分市场。特斯拉已经暗示一款售价 25,000 美元的汽车有一段时间了。这可能会在 2023 年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德相信，到 2025 年，特斯拉可以拥有一支自动驾驶机器人出租车车队。该业务是她看涨目标价的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p><p><blockquote>不过，实现全自动驾驶技术--达到无人驾驶出租车的水平--还不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如 Waymo 以及现代汽车 (005380.Korea) 和安波福 (APTV) 之间的 Motional 合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约 7%。但股价最近有所回升，过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升没有担心的那么严重是经济复苏的两个原因。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-08 09:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>今天是市场低迷的一天，但特斯拉股市延续了近期的涨势。找出原因并不容易。</blockquote></p><p> The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面，特斯拉（股票代码：TSLA）股价上涨 2.6%。什么给？</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师，也不是公司的官方声明。原因似乎是新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）似乎已经给员工写了一封电子邮件，支持凯西-伍德（Cathie Wood）对特斯拉股票的 3000 美元目标价。ARK Invest 的伍德认为，这一目标可以在 2025 年实现。邮件称，马斯克认为，如果特斯拉执行 “非常好 ”，普莱斯是有可能实现的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封邮件是否是马斯克发送的。特斯拉没有回应置评请求。对于周二的投资者来说，是还是不是，都没有意义。随着故事的流传，股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的稳健执行可能意味着如期开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯，一家在德国。该公司希望在可预见的未来将单位销量增长 50%。这种增长的一部分将是将产品线扩展到更多的汽车细分市场。特斯拉已经暗示一款售价 25,000 美元的汽车有一段时间了。这可能会在 2023 年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德相信，到 2025 年，特斯拉可以拥有一支自动驾驶机器人出租车车队。该业务是她看涨目标价的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p><p><blockquote>不过，实现全自动驾驶技术--达到无人驾驶出租车的水平--还不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如 Waymo 以及现代汽车 (005380.Korea) 和安波福 (APTV) 之间的 Motional 合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约 7%。但股价最近有所回升，过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升没有担心的那么严重是经济复苏的两个原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180373758","content_text":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?\nThe biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.\nIt seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.\n\nWhether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.\nSolid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.\nTesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.\nAchieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.\nTesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171553055,"gmtCreate":1626751876077,"gmtModify":1633771365457,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"It may go down further","listText":"It may go down further","text":"It may go down further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171553055","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197597551,"gmtCreate":1621472392573,"gmtModify":1634188905770,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"Fed may increase the interest rate","listText":"Fed may increase the interest rate","text":"Fed may increase the interest rate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197597551","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://www.laohunote.com/m/news/1129952039?lang=zh_CN&edition=full","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌，加密货币下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社）--华尔街主要股指周三收低，此前美联储4月份会议纪要显示，与会者一致认为美国经济仍远未达到央行的目标，一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&amp;P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>会议纪要公布后，一些美联储决策者认为，如果经济继续快速增长，那么在即将召开的会议上 “在某个时候 ”开始讨论缩减美联储每月购买的政府债券规模将变得合适，这一政策旨在保持长期利率较低。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>“明尼阿波利斯美国银行财富管理公司（U.S. Bank Wealth Management）高级投资总监比尔-诺西（Bill Northey）表示：”与会者和美联储工作人员仍然认为，在他们看来，这些开始显现的通胀压力仍将是暂时的，随着我们进入2022年，这些压力很可能会消退。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证物价上涨将是暂时的，但最近几周强劲的通胀数据和工人短缺的迹象加剧了担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大股指在早盘大幅低开后触及盘中低点，随后在美联储会议纪要发布再次给它们带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&amp;P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌 164.62 点，跌幅 0.48%，至 33,896.04 点；标普500指数下跌 12.15 点，跌幅 0.29%，至 4,115.68 点；纳斯达克综合指数下跌 3.90 点，跌幅 0.03%，至 13,299.74 点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 107.0 亿股，而过去 20 个交易日整个交易日的平均成交量为 106.0 亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>中国禁止金融和支付机构提供加密货币服务后，比特币和以太币暴跌，这也加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了 30% 和 45%，但在它们的两大支持者--特斯拉公司首席执行官埃隆-马斯克（Elon Musk）和方舟投资公司（Ark Invest）首席执行官凯西-伍德（Cathie Wood）--重申支持比特币之后，它们在下午的交易中大幅收复了跌幅。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商 Coinbase Global、矿商 Riot Blockchain 和 Marathon Digital Holdings 的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 2.15 比 1；在纳斯达克，1.71比1的比率有利于下跌者。</blockquote></p><p>The S&amp;P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下 3 个 52 周新高，没有新低；纳斯达克综合指数创下34个新高和49个新低。</blockquote></p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿个包裹将市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS 超过预期 0.04 美元，营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长，维多利亚的秘密母公司 L Brands 实现季度利润</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升，影响盈利前景，思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司新思科技超额完成第二季度财政目标</a></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌，加密货币下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌，加密货币下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-05-20 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社）--华尔街主要股指周三收低，此前美联储4月份会议纪要显示，与会者一致认为美国经济仍远未达到央行的目标，一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&amp;P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>会议纪要公布后，一些美联储决策者认为，如果经济继续快速增长，那么在即将召开的会议上 “在某个时候 ”开始讨论缩减美联储每月购买的政府债券规模将变得合适，这一政策旨在保持长期利率较低。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>“明尼阿波利斯美国银行财富管理公司（U.S. Bank Wealth Management）高级投资总监比尔-诺西（Bill Northey）表示：”与会者和美联储工作人员仍然认为，在他们看来，这些开始显现的通胀压力仍将是暂时的，随着我们进入2022年，这些压力很可能会消退。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证物价上涨将是暂时的，但最近几周强劲的通胀数据和工人短缺的迹象加剧了担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大股指在早盘大幅低开后触及盘中低点，随后在美联储会议纪要发布再次给它们带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&amp;P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌 164.62 点，跌幅 0.48%，至 33,896.04 点；标普500指数下跌 12.15 点，跌幅 0.29%，至 4,115.68 点；纳斯达克综合指数下跌 3.90 点，跌幅 0.03%，至 13,299.74 点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 107.0 亿股，而过去 20 个交易日整个交易日的平均成交量为 106.0 亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>中国禁止金融和支付机构提供加密货币服务后，比特币和以太币暴跌，这也加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了 30% 和 45%，但在它们的两大支持者--特斯拉公司首席执行官埃隆-马斯克（Elon Musk）和方舟投资公司（Ark Invest）首席执行官凯西-伍德（Cathie Wood）--重申支持比特币之后，它们在下午的交易中大幅收复了跌幅。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商 Coinbase Global、矿商 Riot Blockchain 和 Marathon Digital Holdings 的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 2.15 比 1；在纳斯达克，1.71比1的比率有利于下跌者。</blockquote></p><p>The S&amp;P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下 3 个 52 周新高，没有新低；纳斯达克综合指数创下34个新高和49个新低。</blockquote></p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿个包裹将市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS 超过预期 0.04 美元，营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长，维多利亚的秘密母公司 L Brands 实现季度利润</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升，影响盈利前景，思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司新思科技超额完成第二季度财政目标</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":826302078,"gmtCreate":1633972209130,"gmtModify":1633972209229,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826302078","repostId":"1104700424","repostType":4,"repost":{"id":"1104700424","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633962193,"share":"https://www.laohunote.com/m/news/1104700424?lang=zh_CN&edition=full","pubTime":"2021-10-11 22:23","market":"us","language":"en","title":"Apple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104700424","media":"Tiger Newspress","summary":"Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to p","content":"<p>Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to put ordered App Store changes on hold.</p><p><blockquote>苹果股价在早盘交易中上涨超过 1%。苹果对 Epic Games 的裁决提出上诉，并要求暂停 App Store 的更改。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d8c8a6a273d3ea37161e8b6b988da92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The iPhone maker gave notice last Friday (Oct 8) that it will appeal a judge's ruling in its fight with Epic Games ordering the California-based company to stop blocking developers from letting users complete in-app purchases on the Web.</p><p><blockquote>这家iPhone制造商上周五（10月8日）发出通知，称将对法官在与Epic Games的斗争中的裁决提出上诉，该裁决命令这家总部位于加州的公司停止阻止开发者让用户在网上完成应用内购买。</blockquote></p><p> It also asked the judge to put the Dec 9 deadline for App Store rule changes on hold during the appeal, which, if allowed, could keep business as usual for Apple for at least a year.</p><p><blockquote>它还要求法官在上诉期间搁置 12 月 9 日 App Store 规则变更的最后期限，如果允许，苹果的业务可能会照常进行至少一年。</blockquote></p><p> The Sept 10 ruling largely vindicated&nbsp;Apple's business model, which&nbsp;charges commissions on developers&nbsp;for App Store transactions, but the judge said Apple must allow direct communication between users and app makers and permit links to the Web to complete transactions.</p><p><blockquote>9 月 10 日的裁决在很大程度上证明了苹果的商业模式是正确的，该模式向开发者收取 App Store 交易佣金，但法官表示，苹果必须允许用户和应用制造商之间直接沟通，并允许链接到网络来完成交易。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨超过1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock rose more than 1% in morning trading<blockquote>苹果股价早盘上涨超过1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-11 22:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to put ordered App Store changes on hold.</p><p><blockquote>苹果股价在早盘交易中上涨超过 1%。苹果对 Epic Games 的裁决提出上诉，并要求暂停 App Store 的更改。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2d8c8a6a273d3ea37161e8b6b988da92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The iPhone maker gave notice last Friday (Oct 8) that it will appeal a judge's ruling in its fight with Epic Games ordering the California-based company to stop blocking developers from letting users complete in-app purchases on the Web.</p><p><blockquote>这家iPhone制造商上周五（10月8日）发出通知，称将对法官在与Epic Games的斗争中的裁决提出上诉，该裁决命令这家总部位于加州的公司停止阻止开发者让用户在网上完成应用内购买。</blockquote></p><p> It also asked the judge to put the Dec 9 deadline for App Store rule changes on hold during the appeal, which, if allowed, could keep business as usual for Apple for at least a year.</p><p><blockquote>它还要求法官在上诉期间搁置 12 月 9 日 App Store 规则变更的最后期限，如果允许，苹果的业务可能会照常进行至少一年。</blockquote></p><p> The Sept 10 ruling largely vindicated&nbsp;Apple's business model, which&nbsp;charges commissions on developers&nbsp;for App Store transactions, but the judge said Apple must allow direct communication between users and app makers and permit links to the Web to complete transactions.</p><p><blockquote>9 月 10 日的裁决在很大程度上证明了苹果的商业模式是正确的，该模式向开发者收取 App Store 交易佣金，但法官表示，苹果必须允许用户和应用制造商之间直接沟通，并允许链接到网络来完成交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104700424","content_text":"Apple stock rose more than 1% in morning trading.Apple appealed the Epic Games ruling and asked to put ordered App Store changes on hold.\n\nThe iPhone maker gave notice last Friday (Oct 8) that it will appeal a judge's ruling in its fight with Epic Games ordering the California-based company to stop blocking developers from letting users complete in-app purchases on the Web.\nIt also asked the judge to put the Dec 9 deadline for App Store rule changes on hold during the appeal, which, if allowed, could keep business as usual for Apple for at least a year.\nThe Sept 10 ruling largely vindicated Apple's business model, which charges commissions on developers for App Store transactions, but the judge said Apple must allow direct communication between users and app makers and permit links to the Web to complete transactions.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818437810,"gmtCreate":1630424834730,"gmtModify":1631889566365,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"title":"","htmlText":"By end of 2021, it will hit 5000 level","listText":"By end of 2021, it will hit 5000 level","text":"By end of 2021, it will hit 5000 level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818437810","repostId":"2163185185","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}