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2021-12-29

‌[财迷] ‌

Pop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</blockquote>

2021-12-29

‌[财迷] ‌

Pop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</blockquote>

2021-12-23

‌[得意] ‌

Why Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>

2021-12-10

‌[财迷] ‌

Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</blockquote>

2021-11-18

[微笑]

NIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote>

2021-11-11

[财迷]

Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>

2021-11-02

[财迷]

Cathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>凯西·伍德(Cathie Wood)将从Skillz股票中赚很多钱</blockquote>

2021-10-27

[白眼]

抱歉，原内容已删除

2021-10-01

[财迷]

抱歉，原内容已删除

2021-08-17

[流泪]

China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</blockquote>

2021-08-11

[财迷]

抱歉，原内容已删除

2021-07-23

[流泪]

【异动】热门中概股普跌，贝壳跌超23%

2021-06-27

NIO [强]

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

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17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><blockquote><html><head></head><body>流行文化集团股价在盘前交易中上涨22%。该股昨日大涨近36%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPOP":"普普文化"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163674351","content_text":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% 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17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><blockquote><html><head></head><body>流行文化集团股价在盘前交易中上涨22%。该股昨日大涨近36%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPOP":"普普文化"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163674351","content_text":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.","news_type":1,"symbols_score_info":{"CPOP":0.9}},"isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698095405,"gmtCreate":1640256344215,"gmtModify":1640256344215,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[得意]&nbsp;</a>‌","listText":"‌<a href=\"\">[得意]&nbsp;</a>‌","text":"‌[得意] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698095405","repostId":"1173043963","repostType":2,"repost":{"id":"1173043963","kind":"news","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle  maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p><p><blockquote>中国电动汽车(EV)制造商<b>蔚来</b>（纽约证券交易所股票代码：蔚来）上周末举行了一年一度的蔚来日活动，推出了最新的新型电动轿车。尽管顾客似乎渴望购买一辆，但蔚来股价的持续下跌导致该股价值在过去一个月下跌了22%。今天，该股下跌1.03%，并在盘后继续下滑1.34%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p><p><blockquote>蔚来今天没有发布任何具体公司的消息，但它上周末推出了新款ET5电动轿车，希望与之竞争<b>特斯拉</b>（纳斯达克：TSLA）Model 3。随着特斯拉首席执行官Elon Musk今天再次制造新闻，投资者可能会避开蔚来股票，转而购买特斯拉股票。但蔚来的扩张计划不仅仅是ET5。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p><p><blockquote>截至2021年11月，蔚来的电动汽车交付量与去年同期相比增长了120.4%。但最好的可能还在后头。除了将于2022年3月开始发货的新款豪华ET7轿车外，新款ET5预计也将于2022年9月开始交付。</blockquote></p><p> The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p><p><blockquote>ET5将配备蔚来最大的电池，一次充电可行驶约620英里。蔚来首席执行官李威廉告诉当地媒体，周六正式亮相的ET5已经成为有史以来预订量最大的蔚来车型。这是专注于中国电动汽车行业的行业新闻服务机构CnEVPost的说法。</blockquote></p><p> Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</p><p><blockquote>蔚来还计划在2022年走出中国。该公司已经在挪威销售汽车，并预计2022年将在德国、荷兰、瑞典和丹麦开展业务。该公司表示，到2025年，其业务将遍及超过25个国家。尽管投资者最近一直在压低股价，但该公司希望其未来的增长和扩张努力最终能够扭转这一趋势。</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 Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</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\">\nWhy Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-23 10:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p><p><blockquote>中国电动汽车(EV)制造商<b>蔚来</b>（纽约证券交易所股票代码：蔚来）上周末举行了一年一度的蔚来日活动，推出了最新的新型电动轿车。尽管顾客似乎渴望购买一辆，但蔚来股价的持续下跌导致该股价值在过去一个月下跌了22%。今天，该股下跌1.03%，并在盘后继续下滑1.34%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p><p><blockquote>蔚来今天没有发布任何具体公司的消息，但它上周末推出了新款ET5电动轿车，希望与之竞争<b>特斯拉</b>（纳斯达克：TSLA）Model 3。随着特斯拉首席执行官Elon Musk今天再次制造新闻，投资者可能会避开蔚来股票，转而购买特斯拉股票。但蔚来的扩张计划不仅仅是ET5。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p><p><blockquote>截至2021年11月，蔚来的电动汽车交付量与去年同期相比增长了120.4%。但最好的可能还在后头。除了将于2022年3月开始发货的新款豪华ET7轿车外，新款ET5预计也将于2022年9月开始交付。</blockquote></p><p> The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p><p><blockquote>ET5将配备蔚来最大的电池，一次充电可行驶约620英里。蔚来首席执行官李威廉告诉当地媒体，周六正式亮相的ET5已经成为有史以来预订量最大的蔚来车型。这是专注于中国电动汽车行业的行业新闻服务机构CnEVPost的说法。</blockquote></p><p> Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</p><p><blockquote>蔚来还计划在2022年走出中国。该公司已经在挪威销售汽车，并预计2022年将在德国、荷兰、瑞典和丹麦开展业务。该公司表示，到2025年，其业务将遍及超过25个国家。尽管投资者最近一直在压低股价，但该公司希望其未来的增长和扩张努力最终能够扭转这一趋势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-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":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605810346,"gmtCreate":1639143360837,"gmtModify":1639143360837,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605810346","repostId":"1185791394","repostType":2,"repost":{"id":"1185791394","kind":"news","pubTimestamp":1639108779,"share":"https://www.laohu8.com/m/news/1185791394?lang=zh_CN&edition=full","pubTime":"2021-12-10 11:59","market":"us","language":"en","title":"Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185791394","media":"InvestorPlace","summary":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination","content":"<p><div> There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p><p><blockquote><div>有一种观点认为，人工智能和网络安全是一家公司在2021年蓬勃发展的成功组合。但Palantir Technologies（纽约证券交易所股票代码：PLTR）却无视这种方式……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</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\">\nPalantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-10 11:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p><p><blockquote><div>有一种观点认为，人工智能和网络安全是一家公司在2021年蓬勃发展的成功组合。但Palantir Technologies（纽约证券交易所股票代码：PLTR）却无视这种方式……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">InvestorPlace</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185791394","content_text":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of thinking as of late. PLTR stock has been a major disappointment for investors so far this year.\nSince hitting an all-time high of $45 in late January, shares of the big data analytics company are down roughly 57%. In the past month alone, PLTR stock is down nearly 28%.\nThat includes the post-earnings sell-off following the company’s third-quarter report, despite Palantir beating revenue expectations and delivering a strong outlook for the current quarter.\nCan PLTR stock turn its fortunes around in 2022? Let’s take a closer look.\nPalantir at a Glance\nFounded by Peter Thiel in 2003, Palantir Technologies went public via a direct listing in September 2020 and currently has a market cap of $38.8 billion. The company is headquartered in Denver and actually gets its name from J. R. R. Tolkien’s The Lord of the Rings series.“Palantiri” were magical and indestructible crystal balls that were used to communicate and see other parts of that fabled world.\nWhat Palantir does isn’t magical, but it is pretty cool. Palantir’s software allows government and private sector businesses to analyze and manage massive amounts of data, detecting meaningful patterns and connections. Its data sets are considered to be highly secure compared to its peers, which is why the company is sometimes considered a cybersecurity play.\nSome of Palantir’s first clients were U.S. intelligence agencies and the Pentagon. Over the past few years, the company has been growing its client base to include private firms, other federal agencies, and some state and local governments. For example, the U.S. Department of Health and Human Services uses Palantir software to track vaccine distribution.\nPalantir Delivers a Strong Q3 Earnings Report\nThe company’s third-quarter earnings report should have been a positive for PLTR stock. Palantir posted $392 million in revenue, while analysts had expected only $385 million. Earnings of 4 cents per share met expectations.\nRevenue was up 36% from the same quarter a year ago. However, some investors may have been disappointed as the previous two quarters saw 49% year-over-year growth.\nFor the fourth quarter, management expects revenue to increase 30% to $418 million, which was ahead of the consensus estimate of $402 million. Palantir projects full-year revenue of $1.53 billion, which would be a year-over-year increase of 40%. Through 2025, management believes it can grow revenue at least 30% annually.\nThe company used its earnings call to promote its new platform, Apollo, which it described as a new continuous delivery system that brings software-as-a-service (SaaS) management to its platforms. COO Shyam Sankar stated:\n\n Once again, we are building five years ahead of the market, software shamans building technology that will meet its moment. With our latest investments, you will be able to develop streaming pipelines in Foundry that you then package up, version, and continuously deploy to Edge compute infrastructure, be it a Humvee, a satellite, a 5G base station to enable real-time processing of large amounts of data in a decentralized efficient manner. These pipelines, they’ll be versioned, upgrade, managed, and orchestrated by Apollo.\n\nDespite the revenue beat and the promotion of the Apollo platform, PLTR stock fell by more than 9% immediately after the earnings report. And it has continued lower ever since. Some of that slide can be attributed to the market’s drag on tech stocks. But investors also appear concerned that Palantir is seeing slower growth.\nKeep an Eye on Recent Announcements\nWhile growth is slowing, investors should be cheered by a series of announcements that came out recently. These include:\n\nPalantir and Merck KGaA announced a partnership to address the global semiconductor shortage. The companies are developing an AI-infused platform that will help firms navigate the supply chain and reduce time to market.\nPalantir and Babylon Holdings(NYSE:BBLN) announced“substantial progress”on their work to use data to improve clinical care for Babylon’s healthcare clients.\nPalantir won a$43 million federal government contract with the Space Command’s Cross-Mission Ground & Communications Enterprise.\nPalantir and Kinder Morgan(NYSE:KMI) announced a multi-year deal in which Kinder Morgan will use Palantir’s platform to support its infrastructure and improve data analysis, grid integrity and pricing.\n\nAnd those are just the announcements from the past week or so. I expect similar headlines to continue to roll in.\nThe Bottom Line on PLTR Stock\nPLTR stock made a huge run higher into early January but has been struggling ever since. However, if you’re looking for a long-term cybersecurity and AI play, this is a solid pick. You’ll just have to be patient.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876027023,"gmtCreate":1637246180142,"gmtModify":1637246180142,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876027023","repostId":"1124378970","repostType":2,"repost":{"id":"1124378970","kind":"news","pubTimestamp":1637229476,"share":"https://www.laohu8.com/m/news/1124378970?lang=zh_CN&edition=full","pubTime":"2021-11-18 17:57","market":"us","language":"en","title":"NIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124378970","media":"seekingalpha","summary":"NIO is one of the leading pure-play new electric vehicle makers in China.We also discuss whether investors should add NIO stock now.NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's  largest factory and market.NIO stock has had a su","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO is one of the leading pure-play new electric vehicle makers in China.</li>  <li>The company is estimated to grow rapidly, as it expands aggressively into Europe next year.</li>  <li>We discuss what investors should expect moving ahead in 2022 and beyond.</li>  <li>We also discuss whether investors should add NIO stock now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffccc5b06bd64a029e813af7f0627d6e\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>蔚来是国内领先的纯电动汽车制造商之一。</li><li>该公司预计将快速增长，因为它明年将积极向欧洲扩张。</li><li>我们讨论了投资者在2022年及以后应该期待什么。</li><li>我们还讨论投资者现在是否应该添加蔚来股票。</li></ul><p class=\"t-img-caption\"><span>Andy Feng/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> NIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost&nbsp;going bankrupt&nbsp;a few years ago, the pure-play NEV player has made a tremendous comeback.</p><p><blockquote>蔚来（蔚来）是国内领先的新型电动汽车（NEV）企业之一。尽管几年前差点破产，但这家纯新能源汽车公司已经卷土重来。</blockquote></p><p> NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.</p><p><blockquote>蔚来10月份交付量疲软。尽管如此，该公司年初至今的总交付量仍在领先的纯业务同行中领先。竞争非常激烈，但蔚来继续快速增长。中国市场的规模和巨大机遇让Elon Musk宣布中国将成为特斯拉(TSLA)最大的工厂和市场。</blockquote></p><p> Amid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.</p><p><blockquote>在蔚来股票2021年迄今为止表现相对疲软的情况下，我们讨论投资者是否是时候增持该股票了。</blockquote></p><p> <b>NIO Stock YTD Performance</b></p><p><blockquote><b>蔚来股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c286d28256f44ca6fa6deb496e6e2c98\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>NIO stock YTD performance (as of 15 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票年初至今表现（截至21年11月15日）。</span></p></blockquote></p><p> NIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%</p><p><blockquote>蔚来股价在2021年表现不佳。尽管该股今年开局强劲，但在2021年2月从成长股转向价值股后，其上升势头崩溃。尽管5月份出现了显着复苏，但仍处于盘整阶段。相比之下，中国新能源汽车同行迄今为止的表现更好。蔚来股票目前表现落后于中国领先的新能源汽车同行，特斯拉股票年初至今的回报率为-16.8%</blockquote></p><p> <b>NIO Operates in the World's Largest EV Market</b></p><p><blockquote><b>蔚来在全球最大的电动汽车市场运营</b></blockquote></p><p> Despite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead&nbsp;it briefly lost to Europe in 2020.</p><p><blockquote>尽管蔚来遭遇了令人惊讶的困境，但该公司可以依靠其本土市场中国来支持其增长。中国是全球第一大电动汽车市场，夺回了2020年短暂输给欧洲的领先地位。</blockquote></p><p> BloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales&nbsp;reached 17.5% in September&nbsp;and averaged 13% YTD through September.</p><p><blockquote>彭博新能源财经估计，到2025年，电动汽车在中国汽车总销量中的份额将达到25%，高于2020年的6%。中国政府的预测稍微保守一些，预计到2025年将达到20%。然而，中国电动汽车销量超出了这些预期，9月份电动汽车占总销量的份额达到17.5%，年初至今至9月份平均为13%。</blockquote></p><p> Hence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.</p><p><blockquote>因此，我们相信，中国电动汽车采用国家议程所支撑的巨大长期推动力将继续推动蔚来的增长。</blockquote></p><p> Notably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:</p><p><blockquote>值得注意的是，该公司预计中国将成为其最重要的市场，尽管它正在规划其欧洲（世界第二大电动汽车市场）的扩张。蔚来首席执行官William Li强调：</blockquote></p><p>   If we look at the global market, we can see that  <i>China is still the biggest auto market and the biggest premium market</i>, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)  Therefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.</p><p><blockquote>如果我们放眼全球市场，我们可以看到<i>中国仍然是最大的汽车市场和最大的高端市场</i>，所以中国仍将是我们最重要的市场。但我相信，从长远来看，对于中国以外的市场，它们应该占我们产品总销售额的50%左右。（来自蔚来21年第三季度盈利看涨期权）因此，我们预计随着公司规模的扩大，中国将继续推动公司的增长。蔚来强调，目前最大年产能为60万辆。因此，该公司已经做好了扩大生产规模的准备。考虑到目前年初至今的交付量，我们认为蔚来的市场机会仍处于早期阶段。</blockquote></p><p> <b>NIO's Fledgling Market Opportunity</b></p><p><blockquote><b>蔚来刚刚起步的市场机遇</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01decb5c7ce129cf9fc59b2b13ccba85\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>China's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国领先的新能源汽车制造商年初至今10月21日交付量。数据来源：各企业备案，中国乘联会</span></p></blockquote></p><p> BYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also&nbsp;discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.</p><p><blockquote>比亚迪股份有限公司（OTCPK：BYDDF）是中国领先的新能源汽车制造商。其年初至今的交付量（截至10月21日）凸显了该公司无可争议的领导地位。我们还在最近的一篇文章中讨论了比亚迪的论文。尽管如此，蔚来今年迄今的交付量继续领先于纯同行。然而，竞争非常激烈。尽管如此，我们相信中国推动电动汽车采用的巨大推动力将继续使蔚来及其同行受益。</blockquote></p><p> In addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.</p><p><blockquote>此外，尽管蔚来公布的10月份交付数据令人印象深刻，但我们认为这并不令人担忧。我们稍后将详细讨论这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6d8b43b9aff12d916fdb0327e8974\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO YTD October 21 deliveries by month. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来年初至今10月21日每月交付量。数据来源：公司备案</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ea81aba6c5ceedc67d354d0fe0f604\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO quarterly deliveries by model. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来按型号划分的季度交付量。数据来源：公司备案</span></p></blockquote></p><p> Readers can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):</p><p><blockquote>读者可以观察到3.67 K的“异常”疲软的10月份交付数据。然而，我们并不过度担心10月份的数字。该公司表示，需要一些停机时间来调整其制造流程，以扩大ET7（蔚来即将推出的旗舰轿车）的规模。值得注意的是，该公司强调“自10月下旬以来已恢复正常生产”。李阐述（为简洁起见，编辑）：</blockquote></p><p>   ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.  <i>Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October</i>. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)  Therefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.</p><p><blockquote>为进一步扩大产能及推出ET7等新产品，我们对蔚来先进制造中心的生产线进行了升级改造。<i>受升级及重组影响，我们于10月交付3,667辆</i>该工厂自10月下旬起已恢复正常生产。（来自蔚来21年第三季度收益看涨期权）因此，我们并不太关心10月份的问题。该公司预计第四季度交付量在23,500至25,500之间。因此，第四季度的交付量估计约为24.5万辆，处于蔚来指导的中点。因此，环比增长预计持平。尽管如此，如果我们考虑到10月份“异常”疲软的数据，该公司预计11月和12月的交付量将强劲。平均而言，该公司预计11月和12月每月分别交付约10,42万台。这将使其与9月份创纪录的10.63万辆交付量持平。因此，对10月疲软的担忧被夸大了。</blockquote></p><p> NIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.</p><p><blockquote>蔚来预计2021财年的交付量约为9.09万辆。与60万辆的年产能相比，蔚来显然希望未来迅速提高产量。虽然达到60万的年化运行率可能需要一段时间，但蔚来正准备在2022年推出3款基于其蔚来技术平台2.0的新产品（包括ET7）。因此，该公司正在积极刷新其名单，并预计明年将继续其快速的交付增长。</blockquote></p><p> Notably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:</p><p><blockquote>值得注意的是，该公司还预计能够很好地应对芯片供应紧缩。它在短期内也影响了蔚来。然而，蔚来展示了其内部技术的能力，李解释说他们已经设法解决了这些问题。李补充道：</blockquote></p><p>   I would like to specifically mention that because the  <i>many domain controllers in our vehicles are actually developed by ourselves in-house</i>. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already  <i>resolved some chip shortage situations happened to our vehicles</i>. (from NIO's FQ3 earnings call)  <b>Consensus Estimates Also Agree With NIO's Rapid Expansion</b></p><p><blockquote>我想特别提一下，因为<i>我们车辆中的许多域控制器实际上都是我们自己内部开发的</i>因此，如果域控制器中的某些芯片短缺，我们的团队有能力快速找到替代方案，并对这些车辆和芯片进行快速验证和更快的生产。所以因为这些能力，我们已经<i>解决了我们车辆出现的一些芯片短缺情况</i>.（摘自蔚来第三季度财报看涨期权）<b>共识估计也与蔚来的快速扩张一致</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75908e4cc1b0e008a565a8faaa67a434\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO LTM revenue &amp; operating margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来LTM收入和营业利润率。数据来源：标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956abb3d98a0a3907c217e0c2e4b00c9\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>NIO est. revenue mean consensus &amp; est. EBIT margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来东部。收入平均值共识和估计值。息税前利润率。数据来源：标普资本智商</span></p></blockquote></p><p> Readers can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.</p><p><blockquote>读者可以从上面的第一张图表中很快发现，蔚来的营收迅速扩大。值得注意的是，随着规模的扩大，它还成功地极大地提高了运营杠杆。正如所解释的，我们认为蔚来的盈利增长还处于早期阶段。鉴于其拥有60万的年化产能，蔚来仍有望快速增长。据估计，通过2023财年，该公司的营收将以惊人的77.7%的复合年增长率增长。</blockquote></p><p> Notably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.</p><p><blockquote>值得注意的是，其息税前利润共识估计还表明，2022财年息税前利润损失率较低，为2.1%。2023财年预计蔚来将使息税前利润实现盈利。息税前利润率为3.2%。</blockquote></p><p> Therefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.</p><p><blockquote>因此，蔚来投资者可以继续期待该公司在欧洲之旅和本土市场获得关注。此外，我们鼓励投资者密切关注其2022年的新产品发布，因为该公司预计未来的交付节奏将强劲。尽管如此，根据21年第四季度的指导，11月和12月的交付数量也应该令人印象深刻。</blockquote></p><p> <b>So, is NIO Stock a Buy Now?</b></p><p><blockquote><b>那么，蔚来股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b943b23fe0e9f66e7db0040c15948ce\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>NIO stock EV/NTM Revenue 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票EV/NTM收入3年平均值。</span></p></blockquote></p><p></p><p> NIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.</p><p><blockquote>蔚来股票的EV/NTM收入为7.9倍。它已经从一月份的高点下跌了很长一段时间。此外，它也比3年平均水平高出约14%。因此，我们认为蔚来股票的估值现在看起来很有吸引力。这是一家比三年前强大得多的公司。此外，还显著提升了经营杠杆。再加上支撑其未来快速增长的强大长期驱动因素，我们相信长期投资者最好坐以待毙。如果蔚来能够继续提高其交付节奏，我们认为该股将在2022财年重新评级。因此，投资者现在应该利用其疲软的机会将蔚来股票添加到他们的投资组合中。</blockquote></p><p> Consequently, we<i>rate NIO stock at Buy</i>.</p><p><blockquote>因此，我们<i>蔚来股票评级为买入</i>.</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-11-18 17:57</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>NIO is one of the leading pure-play new electric vehicle makers in China.</li>  <li>The company is estimated to grow rapidly, as it expands aggressively into Europe next year.</li>  <li>We discuss what investors should expect moving ahead in 2022 and beyond.</li>  <li>We also discuss whether investors should add NIO stock now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffccc5b06bd64a029e813af7f0627d6e\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>蔚来是国内领先的纯电动汽车制造商之一。</li><li>该公司预计将快速增长，因为它明年将积极向欧洲扩张。</li><li>我们讨论了投资者在2022年及以后应该期待什么。</li><li>我们还讨论投资者现在是否应该添加蔚来股票。</li></ul><p class=\"t-img-caption\"><span>Andy Feng/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> NIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost&nbsp;going bankrupt&nbsp;a few years ago, the pure-play NEV player has made a tremendous comeback.</p><p><blockquote>蔚来（蔚来）是国内领先的新型电动汽车（NEV）企业之一。尽管几年前差点破产，但这家纯新能源汽车公司已经卷土重来。</blockquote></p><p> NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.</p><p><blockquote>蔚来10月份交付量疲软。尽管如此，该公司年初至今的总交付量仍在领先的纯业务同行中领先。竞争非常激烈，但蔚来继续快速增长。中国市场的规模和巨大机遇让Elon Musk宣布中国将成为特斯拉(TSLA)最大的工厂和市场。</blockquote></p><p> Amid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.</p><p><blockquote>在蔚来股票2021年迄今为止表现相对疲软的情况下，我们讨论投资者是否是时候增持该股票了。</blockquote></p><p> <b>NIO Stock YTD Performance</b></p><p><blockquote><b>蔚来股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c286d28256f44ca6fa6deb496e6e2c98\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>NIO stock YTD performance (as of 15 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票年初至今表现（截至21年11月15日）。</span></p></blockquote></p><p> NIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%</p><p><blockquote>蔚来股价在2021年表现不佳。尽管该股今年开局强劲，但在2021年2月从成长股转向价值股后，其上升势头崩溃。尽管5月份出现了显着复苏，但仍处于盘整阶段。相比之下，中国新能源汽车同行迄今为止的表现更好。蔚来股票目前表现落后于中国领先的新能源汽车同行，特斯拉股票年初至今的回报率为-16.8%</blockquote></p><p> <b>NIO Operates in the World's Largest EV Market</b></p><p><blockquote><b>蔚来在全球最大的电动汽车市场运营</b></blockquote></p><p> Despite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead&nbsp;it briefly lost to Europe in 2020.</p><p><blockquote>尽管蔚来遭遇了令人惊讶的困境，但该公司可以依靠其本土市场中国来支持其增长。中国是全球第一大电动汽车市场，夺回了2020年短暂输给欧洲的领先地位。</blockquote></p><p> BloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales&nbsp;reached 17.5% in September&nbsp;and averaged 13% YTD through September.</p><p><blockquote>彭博新能源财经估计，到2025年，电动汽车在中国汽车总销量中的份额将达到25%，高于2020年的6%。中国政府的预测稍微保守一些，预计到2025年将达到20%。然而，中国电动汽车销量超出了这些预期，9月份电动汽车占总销量的份额达到17.5%，年初至今至9月份平均为13%。</blockquote></p><p> Hence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.</p><p><blockquote>因此，我们相信，中国电动汽车采用国家议程所支撑的巨大长期推动力将继续推动蔚来的增长。</blockquote></p><p> Notably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:</p><p><blockquote>值得注意的是，该公司预计中国将成为其最重要的市场，尽管它正在规划其欧洲（世界第二大电动汽车市场）的扩张。蔚来首席执行官William Li强调：</blockquote></p><p>   If we look at the global market, we can see that  <i>China is still the biggest auto market and the biggest premium market</i>, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)  Therefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.</p><p><blockquote>如果我们放眼全球市场，我们可以看到<i>中国仍然是最大的汽车市场和最大的高端市场</i>，所以中国仍将是我们最重要的市场。但我相信，从长远来看，对于中国以外的市场，它们应该占我们产品总销售额的50%左右。（来自蔚来21年第三季度盈利看涨期权）因此，我们预计随着公司规模的扩大，中国将继续推动公司的增长。蔚来强调，目前最大年产能为60万辆。因此，该公司已经做好了扩大生产规模的准备。考虑到目前年初至今的交付量，我们认为蔚来的市场机会仍处于早期阶段。</blockquote></p><p> <b>NIO's Fledgling Market Opportunity</b></p><p><blockquote><b>蔚来刚刚起步的市场机遇</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01decb5c7ce129cf9fc59b2b13ccba85\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>China's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国领先的新能源汽车制造商年初至今10月21日交付量。数据来源：各企业备案，中国乘联会</span></p></blockquote></p><p> BYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also&nbsp;discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.</p><p><blockquote>比亚迪股份有限公司（OTCPK：BYDDF）是中国领先的新能源汽车制造商。其年初至今的交付量（截至10月21日）凸显了该公司无可争议的领导地位。我们还在最近的一篇文章中讨论了比亚迪的论文。尽管如此，蔚来今年迄今的交付量继续领先于纯同行。然而，竞争非常激烈。尽管如此，我们相信中国推动电动汽车采用的巨大推动力将继续使蔚来及其同行受益。</blockquote></p><p> In addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.</p><p><blockquote>此外，尽管蔚来公布的10月份交付数据令人印象深刻，但我们认为这并不令人担忧。我们稍后将详细讨论这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6d8b43b9aff12d916fdb0327e8974\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO YTD October 21 deliveries by month. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来年初至今10月21日每月交付量。数据来源：公司备案</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ea81aba6c5ceedc67d354d0fe0f604\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO quarterly deliveries by model. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来按型号划分的季度交付量。数据来源：公司备案</span></p></blockquote></p><p> Readers can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):</p><p><blockquote>读者可以观察到3.67 K的“异常”疲软的10月份交付数据。然而，我们并不过度担心10月份的数字。该公司表示，需要一些停机时间来调整其制造流程，以扩大ET7（蔚来即将推出的旗舰轿车）的规模。值得注意的是，该公司强调“自10月下旬以来已恢复正常生产”。李阐述（为简洁起见，编辑）：</blockquote></p><p>   ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.  <i>Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October</i>. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)  Therefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.</p><p><blockquote>为进一步扩大产能及推出ET7等新产品，我们对蔚来先进制造中心的生产线进行了升级改造。<i>受升级及重组影响，我们于10月交付3,667辆</i>该工厂自10月下旬起已恢复正常生产。（来自蔚来21年第三季度收益看涨期权）因此，我们并不太关心10月份的问题。该公司预计第四季度交付量在23,500至25,500之间。因此，第四季度的交付量估计约为24.5万辆，处于蔚来指导的中点。因此，环比增长预计持平。尽管如此，如果我们考虑到10月份“异常”疲软的数据，该公司预计11月和12月的交付量将强劲。平均而言，该公司预计11月和12月每月分别交付约10,42万台。这将使其与9月份创纪录的10.63万辆交付量持平。因此，对10月疲软的担忧被夸大了。</blockquote></p><p> NIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.</p><p><blockquote>蔚来预计2021财年的交付量约为9.09万辆。与60万辆的年产能相比，蔚来显然希望未来迅速提高产量。虽然达到60万的年化运行率可能需要一段时间，但蔚来正准备在2022年推出3款基于其蔚来技术平台2.0的新产品（包括ET7）。因此，该公司正在积极刷新其名单，并预计明年将继续其快速的交付增长。</blockquote></p><p> Notably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:</p><p><blockquote>值得注意的是，该公司还预计能够很好地应对芯片供应紧缩。它在短期内也影响了蔚来。然而，蔚来展示了其内部技术的能力，李解释说他们已经设法解决了这些问题。李补充道：</blockquote></p><p>   I would like to specifically mention that because the  <i>many domain controllers in our vehicles are actually developed by ourselves in-house</i>. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already  <i>resolved some chip shortage situations happened to our vehicles</i>. (from NIO's FQ3 earnings call)  <b>Consensus Estimates Also Agree With NIO's Rapid Expansion</b></p><p><blockquote>我想特别提一下，因为<i>我们车辆中的许多域控制器实际上都是我们自己内部开发的</i>因此，如果域控制器中的某些芯片短缺，我们的团队有能力快速找到替代方案，并对这些车辆和芯片进行快速验证和更快的生产。所以因为这些能力，我们已经<i>解决了我们车辆出现的一些芯片短缺情况</i>.（摘自蔚来第三季度财报看涨期权）<b>共识估计也与蔚来的快速扩张一致</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75908e4cc1b0e008a565a8faaa67a434\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO LTM revenue &amp; operating margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来LTM收入和营业利润率。数据来源：标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956abb3d98a0a3907c217e0c2e4b00c9\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>NIO est. revenue mean consensus &amp; est. EBIT margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来东部。收入平均值共识和估计值。息税前利润率。数据来源：标普资本智商</span></p></blockquote></p><p> Readers can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.</p><p><blockquote>读者可以从上面的第一张图表中很快发现，蔚来的营收迅速扩大。值得注意的是，随着规模的扩大，它还成功地极大地提高了运营杠杆。正如所解释的，我们认为蔚来的盈利增长还处于早期阶段。鉴于其拥有60万的年化产能，蔚来仍有望快速增长。据估计，通过2023财年，该公司的营收将以惊人的77.7%的复合年增长率增长。</blockquote></p><p> Notably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.</p><p><blockquote>值得注意的是，其息税前利润共识估计还表明，2022财年息税前利润损失率较低，为2.1%。2023财年预计蔚来将使息税前利润实现盈利。息税前利润率为3.2%。</blockquote></p><p> Therefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.</p><p><blockquote>因此，蔚来投资者可以继续期待该公司在欧洲之旅和本土市场获得关注。此外，我们鼓励投资者密切关注其2022年的新产品发布，因为该公司预计未来的交付节奏将强劲。尽管如此，根据21年第四季度的指导，11月和12月的交付数量也应该令人印象深刻。</blockquote></p><p> <b>So, is NIO Stock a Buy Now?</b></p><p><blockquote><b>那么，蔚来股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b943b23fe0e9f66e7db0040c15948ce\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>NIO stock EV/NTM Revenue 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票EV/NTM收入3年平均值。</span></p></blockquote></p><p></p><p> NIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.</p><p><blockquote>蔚来股票的EV/NTM收入为7.9倍。它已经从一月份的高点下跌了很长一段时间。此外，它也比3年平均水平高出约14%。因此，我们认为蔚来股票的估值现在看起来很有吸引力。这是一家比三年前强大得多的公司。此外，还显著提升了经营杠杆。再加上支撑其未来快速增长的强大长期驱动因素，我们相信长期投资者最好坐以待毙。如果蔚来能够继续提高其交付节奏，我们认为该股将在2022财年重新评级。因此，投资者现在应该利用其疲软的机会将蔚来股票添加到他们的投资组合中。</blockquote></p><p> Consequently, we<i>rate NIO stock at Buy</i>.</p><p><blockquote>因此，我们<i>蔚来股票评级为买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4470158-nio-stock-forecast\">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"},"source_url":"https://seekingalpha.com/article/4470158-nio-stock-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124378970","content_text":"Summary\n\nNIO is one of the leading pure-play new electric vehicle makers in China.\nThe company is estimated to grow rapidly, as it expands aggressively into Europe next year.\nWe discuss what investors should expect moving ahead in 2022 and beyond.\nWe also discuss whether investors should add NIO stock now.\n\nAndy Feng/iStock Editorial via Getty Images\nInvestment Thesis\nNIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost going bankrupt a few years ago, the pure-play NEV player has made a tremendous comeback.\nNIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.\nAmid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.\nNIO Stock YTD Performance\nNIO stock YTD performance (as of 15 November 21).\nNIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%\nNIO Operates in the World's Largest EV Market\nDespite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead it briefly lost to Europe in 2020.\nBloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales reached 17.5% in September and averaged 13% YTD through September.\nHence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.\nNotably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:\n\n If we look at the global market, we can see that\n China is still the biggest auto market and the biggest premium market, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)\n\nTherefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.\nNIO's Fledgling Market Opportunity\nChina's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association\nBYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.\nIn addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.\nNIO YTD October 21 deliveries by month. Data source: Company filings\nNIO quarterly deliveries by model. Data source: Company filings\nReaders can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):\n\n ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.\n Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)\n\nTherefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.\nNIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.\nNotably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:\n\n I would like to specifically mention that because the\n many domain controllers in our vehicles are actually developed by ourselves in-house. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already\n resolved some chip shortage situations happened to our vehicles. (from NIO's FQ3 earnings call)\n\nConsensus Estimates Also Agree With NIO's Rapid Expansion\nNIO LTM revenue & operating margins. Data source: S&P Capital IQ\nNIO est. revenue mean consensus & est. EBIT margins. Data source: S&P Capital IQ\nReaders can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.\nNotably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.\nTherefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.\nSo, is NIO Stock a Buy Now?\nNIO stock EV/NTM Revenue 3Y mean.\nNIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.\nConsequently, werate NIO stock at Buy.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870555800,"gmtCreate":1636637833341,"gmtModify":1636637943283,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870555800","repostId":"1124641290","repostType":4,"repost":{"id":"1124641290","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":1636635926,"share":"https://www.laohu8.com/m/news/1124641290?lang=zh_CN&edition=full","pubTime":"2021-11-11 21:05","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124641290","media":"Tiger Newspress","summary":"U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged in","content":"<p>U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.</p><p><blockquote>美国股指周四将从因通胀长期迹象而连续两天的抛售中反弹，而华特迪士尼公司则因其流媒体视频服务增长放缓而暴跌。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&amp;P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.</p><p><blockquote>截至美国东部时间上午8:00，道琼斯电子迷你指数上涨39点，涨幅0.11%，标普500电子迷你指数上涨15.75点，涨幅0.34%，纳斯达克100电子迷你指数上涨95.25点，涨幅0.6%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2b49e55ad192bf640501564603a41df\" tg-width=\"579\" tg-height=\"190\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:00</span></p></blockquote></p><p> Inflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.</p><p><blockquote>本周来自美国和其他主要经济体的通胀警告一直是投资者最关心的问题，特别是因为随着第三季度财报季的结束，缺乏推动市场的催化剂。</blockquote></p><p> Walt Disney Co&nbsp;dropped 4.8% in premarket trading to lead declines among Dow&nbsp;components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.</p><p><blockquote>华特迪士尼公司(Walt Disney Co)在盘前交易中下跌4.8%，领跌道指成分股，因为该公司报告Disney+订阅量出现自该服务推出以来的最小增幅，并且其主题公园部门的利润也不乐观。</blockquote></p><p> Market participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.</p><p><blockquote>市场参与者也在关注美联储主席提名的进展，总统乔·拜登仍在权衡是让杰罗姆·鲍威尔连任，还是提升美联储理事莱尔·布雷纳德担任这一职务。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk&nbsp;sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——根据周三提交的财务文件，特斯拉首席执行官Elon Musk本周出售了价值约50亿美元的股票，股价上涨了约2%。他仍持有超过1.66亿股。</blockquote></p><p> <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company&nbsp;made its trading debut on the Nasdaq&nbsp;Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>(RIVN)-电动汽车制造商Rivian周三在纳斯达克首次上市后，其股价在早盘交易中上涨超过6%。此次IPO拉动了其他电动汽车股上涨，Rivian.NIO和FiskerShares上涨约2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.</p><p><blockquote><a href=\"https://laohu8.com/S/BYND\">Beyond Meat公司。</a>（BYND）——这家替代肉类公司公布第三季度每股亏损87美分，超出预期，而预期为每股亏损39美分，股价暴跌近20%。它的收入也低于预期，收入为1.064亿美元，而华尔街预测为1.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/SOFI\">索菲技术公司。</a>(SOFI)——周三晚间公布好于预期的季度业绩后，数字银行SoFi股价上涨13%。据Refinitiv称，SoFi每股亏损5美分，而分析师预计每股亏损9美分。</blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a>(AFRM)——先买后付的darling Affirm宣布扩大与亚马逊的合作伙伴关系，并报告季度收入超出预期，达到2.694亿美元，而预期为2.482亿美元。据Refinitiv称，Affirm还报告了季度亏损。</blockquote></p><p> <a href=\"https://laohu8.com/S/MQ\">Marqeta, Inc.</a> (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.</p><p><blockquote><a href=\"https://laohu8.com/S/MQ\">马尔凯塔公司。</a>(MQ)-Affirm和Klarna等先买后付品牌背后的发卡平台Marqeta在公布强劲的季度业绩和处理量较上年增长60%后，股价上涨11%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a> (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/HNST\">诚实公司。</a>(HNST)-根据Refinitiv的数据，这家化妆品公司的股价在宣布季度收益符合预期且收入超过华尔街预测后上涨了约8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after&nbsp;missing top and bottom-line estimates&nbsp;for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>(DIS)-迪士尼股价在第三季度业绩未达到顶线和底线预期后，周四早盘交易中下跌近5%。根据Refinitiv的数据，这家媒体巨头报告每股利润37美分，营收185.3亿美元，而分析师预期每股利润51美分，营收187.9亿美元。Disney+的订阅量也低于预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.</p><p><blockquote><a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL)-根据Refinitiv的数据，该约会应用程序的股价下跌近9%，此前每股亏损6美分，比分析师预期低6美分。然而，收入好于预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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He still holds more than 166 million shares.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——根据周三提交的财务文件，特斯拉首席执行官Elon Musk本周出售了价值约50亿美元的股票，股价上涨了约2%。他仍持有超过1.66亿股。</blockquote></p><p> <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company&nbsp;made its trading debut on the Nasdaq&nbsp;Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>(RIVN)-电动汽车制造商Rivian周三在纳斯达克首次上市后，其股价在早盘交易中上涨超过6%。此次IPO拉动了其他电动汽车股上涨，Rivian.NIO和FiskerShares上涨约2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.</p><p><blockquote><a href=\"https://laohu8.com/S/BYND\">Beyond Meat公司。</a>（BYND）——这家替代肉类公司公布第三季度每股亏损87美分，超出预期，而预期为每股亏损39美分，股价暴跌近20%。它的收入也低于预期，收入为1.064亿美元，而华尔街预测为1.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/SOFI\">索菲技术公司。</a>(SOFI)——周三晚间公布好于预期的季度业绩后，数字银行SoFi股价上涨13%。据Refinitiv称，SoFi每股亏损5美分，而分析师预计每股亏损9美分。</blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a>(AFRM)——先买后付的darling Affirm宣布扩大与亚马逊的合作伙伴关系，并报告季度收入超出预期，达到2.694亿美元，而预期为2.482亿美元。据Refinitiv称，Affirm还报告了季度亏损。</blockquote></p><p> <a href=\"https://laohu8.com/S/MQ\">Marqeta, Inc.</a> (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.</p><p><blockquote><a href=\"https://laohu8.com/S/MQ\">马尔凯塔公司。</a>(MQ)-Affirm和Klarna等先买后付品牌背后的发卡平台Marqeta在公布强劲的季度业绩和处理量较上年增长60%后，股价上涨11%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a> (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/HNST\">诚实公司。</a>(HNST)-根据Refinitiv的数据，这家化妆品公司的股价在宣布季度收益符合预期且收入超过华尔街预测后上涨了约8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after&nbsp;missing top and bottom-line estimates&nbsp;for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>(DIS)-迪士尼股价在第三季度业绩未达到顶线和底线预期后，周四早盘交易中下跌近5%。根据Refinitiv的数据，这家媒体巨头报告每股利润37美分，营收185.3亿美元，而分析师预期每股利润51美分，营收187.9亿美元。Disney+的订阅量也低于预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.</p><p><blockquote><a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL)-根据Refinitiv的数据，该约会应用程序的股价下跌近9%，此前每股亏损6美分，比分析师预期低6美分。然而，收入好于预期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124641290","content_text":"U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.\nAt 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.\n*Source From Tiger Trade, EST 08:00\nInflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.\nWalt Disney Co dropped 4.8% in premarket trading to lead declines among Dow components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.\nMarket participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.\nStocks making the biggest moves in the premarket:\nTesla Motors (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.\nRivian Automotive, Inc. (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company made its trading debut on the Nasdaq Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.\nBeyond Meat, Inc. (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.\nSoFi Technologies Inc. (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.\nAffirm Holdings, Inc. (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.\nMarqeta, Inc. (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.\nThe Honest Company, Inc. (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.\nWalt Disney (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after missing top and bottom-line estimates for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.\nBumble Inc. (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843777524,"gmtCreate":1635861324275,"gmtModify":1635861324275,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843777524","repostId":"1129449747","repostType":2,"repost":{"id":"1129449747","kind":"news","pubTimestamp":1635839802,"share":"https://www.laohu8.com/m/news/1129449747?lang=zh_CN&edition=full","pubTime":"2021-11-02 15:56","market":"us","language":"en","title":"Cathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>凯西·伍德(Cathie Wood)将从Skillz股票中赚很多钱</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129449747","media":"InvestorPlace","summary":"SKLZ stock, while volatile, has the potential to be a 10-bagger","content":"<p><div> The Ark Innovation ETF(NYSEARCA:ARKK) bought2.1 million shares of Skillz(NYSE:SKLZ) on Oct. 21., according to 24/7 Wall St., the SKLZ stock buy brings the ETF’s total holdings of the esports gaming ...</p><p><blockquote><div>Ark Innovation ETF(NYSEARCA：ARKK)于10月21日购买了210万股Skillz(NYSE：SKLZ)股票。据24/7 Wall St.报道，SKLZ股票的购买使ETF持有的电子竞技游戏总量...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Cathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>凯西·伍德(Cathie Wood)将从Skillz股票中赚很多钱</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; 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For example, if Skillz stock miraculously reverted to its all-time high of $46.30, which it hit in February, the ETF’s Skillz shares would be worth $617.2 million and a weighting of 3.18%. That’s good for 11th position. Currently, it’s 34th.\nSince the share purchase, SKLZ stock has gained almost 17% through the second-last trading day in October. It’s on a roll.\nSKLZ Stock: Where to From Here?\nThere is no doubt the short-sellers are battling it out with the Reddit crowd over the ultimate direction of Skillz stock. More than 555 million shares,or 23% of its total, are sold short.\nA short squeeze seems possible in the near term, but the reality, like many stocks, is that neither side appears ready to take the bull by the horns.\nIn the interim, Wood keeps building her position in the company.\nOver at the ARK Next Generation Internet ETF(NYSEARCA:ARKW), the fund holds 7.0 million shares of Skillz, good for 22nd position in ARKW. So, put those two positions together, move up to $46.30 in the blink of an eye, and Ark Investment Management is sitting on a $1 billion investment.\nAnd it could get even better than that.\nThe portfolio manager has been selling little bits of Tesla as it’s moved over $1,000 in recent weeks. On Oct. 21 and 22, she sold more than 126,000 shares for proceeds of $114 million. Then on Oct. 25, she sold another 22,598 shares of Tesla.\nThose proceeds have to go into other stocks at some point.\nAnother Successful Quarter of Sales Growth\nSkillz has been able to string together 22 consecutive quarters of sales growth — profits, or should I say losses, are another story altogether — and looks likely to ring in a 23rd consecutive quarter of strong sales growth when it reports earnings in early November.\nThe analyst estimate for Q3 2021 is $102.3 million. The company’s full-year guidance is for $375 million. That doesn’t even include its acquisition of Aarki.\nIn July, I suggested that Aarki insiders should hang on to the four million shares of SKLZ stock they got as part of the sale to Skillz.\n“Between Wood’s ownership, the fact that Skillz came public through a Jeff Sagansky and Harry Sloan SPAC, and the company participates in mobile gaming, one of the hottest industries around, I think the risk-reward proposition is excellent between $15 and $20,” I wrote on July 14.\n“If you buy at current prices, be prepared for a lot of volatility. I would not be surprised if it tests $15 on the downside again soon. If you do buy now, I’d keep some cash on the sidelines so you can buy some more at $15 or less.”\nI also said that adding Aarki to the mix should help Skillz keep generating more revenue from users, commonly referred to as ARPU, or average revenue per user.\nIn the second quarter, it reported an ARPU of $12.46. That was 20.4% higher than the first quarter of 2021. So if it can keep moving the needle higher, you can be sure the profits will start to roll.\nInvestorPlace’s Alex Sirois believes that investors should wait to buy until after the third-quarter results are released before making a move.\n“Losses nearly quadrupled in Q2 on a year-over-year basis, rising to $79.6 million from $20.2 million a year ago. It was a similar story in the first quarter, with the company’s net loss widening to $53.6 million from $15.5 million in the first quarter of 2021,” Sirois stated on Oct. 28.\n“So, although analysts are predicting strong revenue growth, I wouldn’t jump into SKLZ stock until the company proves it can control its losses.”\nWhile I get where my colleague is coming from, the company has plenty of cash ($692.8 million) to get it through the rest of this fiscal year and all of fiscal 2022. So I would be squarely fixed on top-line growth and ARPU.\nIf these two numbers grew sequentially and year-over-year by double digits, all’s good with the company. Worrying about losses at this point is how investors miss out and quality growth stories like Skillz.\nAnd, besides, as my colleague says, there’s a lot of good things happening in its product development at the moment. So avoid the noise and focus on what matters for SKLZ stock in the near term.\nWhile Cathie Wood has been both a buyer and seller of SKLZ stock, ultimately, I believe she’ll make out like a bandit.","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855128110,"gmtCreate":1635344393380,"gmtModify":1635345062165,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[白眼]","listText":"[白眼]","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855128110","repostId":"1171813620","repostType":2,"isVote":1,"tweetType":1,"viewCount":3960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864849712,"gmtCreate":1633093306587,"gmtModify":1633093306657,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864849712","repostId":"1140422142","repostType":4,"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833924753,"gmtCreate":1629199499972,"gmtModify":1633686645451,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833924753","repostId":"1163960572","repostType":4,"repost":{"id":"1163960572","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":1629187531,"share":"https://www.laohu8.com/m/news/1163960572?lang=zh_CN&edition=full","pubTime":"2021-08-17 16:05","market":"us","language":"en","title":"China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163960572","media":"Tiger Newspress","summary":" A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behav","content":"<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p><p><blockquote>（8月17日）在北京采取最新举措加强对中国互联网巨头的控制后，中国领头羊科技股的抛售浪潮连续第五天持续。</blockquote></p><p> China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p><p><blockquote>在中国市场监管机构发布禁止中国在线平台运营商之间不公平竞争的规则草案后，中国科技股在盘前交易中暴跌。</blockquote></p><p> Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p><p><blockquote>百度公司下跌超过2%，阿里巴巴-SW集团控股有限公司下跌至少3%。此前，中国网络游戏公司周一因官方媒体对该行业的批评而遭到抛售，随着美国证券交易委员会警告投资中国股票的风险，该行业一夜之间蔓延到美国交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p><p><blockquote>周二发布的广泛提案是在科技工业部上个月发起一项旨在根除大量问题行为的运动之后发布的。此前，北京方面采取行动，在反垄断、数据安全和网约车等领域遏制中国互联网领导者。</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>China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</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\">\nChina Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</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\">2021-08-17 16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p><p><blockquote>（8月17日）在北京采取最新举措加强对中国互联网巨头的控制后，中国领头羊科技股的抛售浪潮连续第五天持续。</blockquote></p><p> China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p><p><blockquote>在中国市场监管机构发布禁止中国在线平台运营商之间不公平竞争的规则草案后，中国科技股在盘前交易中暴跌。</blockquote></p><p> Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p><p><blockquote>百度公司下跌超过2%，阿里巴巴-SW集团控股有限公司下跌至少3%。此前，中国网络游戏公司周一因官方媒体对该行业的批评而遭到抛售，随着美国证券交易委员会警告投资中国股票的风险，该行业一夜之间蔓延到美国交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p><p><blockquote>周二发布的广泛提案是在科技工业部上个月发起一项旨在根除大量问题行为的运动之后发布的。此前，北京方面采取行动，在反垄断、数据安全和网约车等领域遏制中国互联网领导者。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163960572","content_text":"(Aug 17) A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.\nChina tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. fell more than 2% while Alibaba Group Holding Ltd. dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading overnight as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.\nThe wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892774763,"gmtCreate":1628692022052,"gmtModify":1633745073200,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892774763","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175762808,"gmtCreate":1627049607604,"gmtModify":1633768434340,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175762808","repostId":"1130594083","repostType":4,"repost":{"id":"1130594083","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627048820,"share":"https://www.laohu8.com/m/news/1130594083?lang=zh_CN&edition=full","pubTime":"2021-07-23 22:00","market":"us","language":"zh","title":"【异动】热门中概股普跌，贝壳跌超23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130594083","media":"老虎资讯综合","summary":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3","content":"<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】热门中概股普跌，贝壳跌超23%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】热门中概股普跌，贝壳跌超23%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BEKE":"贝壳","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130594083","content_text":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3%。\n高途、好未来、新东方盘中依旧“颓废”，晚间新东方、一起教育科技等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。\n同时，晚间摩根大通将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127008525,"gmtCreate":1624799789267,"gmtModify":1633948528352,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"NIO&nbsp;[强]&nbsp;","listText":"NIO&nbsp;[强]&nbsp;","text":"NIO [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127008525","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":870555800,"gmtCreate":1636637833341,"gmtModify":1636637943283,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870555800","repostId":"1124641290","repostType":4,"repost":{"id":"1124641290","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":1636635926,"share":"https://www.laohu8.com/m/news/1124641290?lang=zh_CN&edition=full","pubTime":"2021-11-11 21:05","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124641290","media":"Tiger Newspress","summary":"U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged in","content":"<p>U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.</p><p><blockquote>美国股指周四将从因通胀长期迹象而连续两天的抛售中反弹，而华特迪士尼公司则因其流媒体视频服务增长放缓而暴跌。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&amp;P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.</p><p><blockquote>截至美国东部时间上午8:00，道琼斯电子迷你指数上涨39点，涨幅0.11%，标普500电子迷你指数上涨15.75点，涨幅0.34%，纳斯达克100电子迷你指数上涨95.25点，涨幅0.6%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2b49e55ad192bf640501564603a41df\" tg-width=\"579\" tg-height=\"190\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:00</span></p></blockquote></p><p> Inflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.</p><p><blockquote>本周来自美国和其他主要经济体的通胀警告一直是投资者最关心的问题，特别是因为随着第三季度财报季的结束，缺乏推动市场的催化剂。</blockquote></p><p> Walt Disney Co&nbsp;dropped 4.8% in premarket trading to lead declines among Dow&nbsp;components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.</p><p><blockquote>华特迪士尼公司(Walt Disney Co)在盘前交易中下跌4.8%，领跌道指成分股，因为该公司报告Disney+订阅量出现自该服务推出以来的最小增幅，并且其主题公园部门的利润也不乐观。</blockquote></p><p> Market participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.</p><p><blockquote>市场参与者也在关注美联储主席提名的进展，总统乔·拜登仍在权衡是让杰罗姆·鲍威尔连任，还是提升美联储理事莱尔·布雷纳德担任这一职务。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk&nbsp;sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——根据周三提交的财务文件，特斯拉首席执行官Elon Musk本周出售了价值约50亿美元的股票，股价上涨了约2%。他仍持有超过1.66亿股。</blockquote></p><p> <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company&nbsp;made its trading debut on the Nasdaq&nbsp;Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>(RIVN)-电动汽车制造商Rivian周三在纳斯达克首次上市后，其股价在早盘交易中上涨超过6%。此次IPO拉动了其他电动汽车股上涨，Rivian.NIO和FiskerShares上涨约2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.</p><p><blockquote><a href=\"https://laohu8.com/S/BYND\">Beyond Meat公司。</a>（BYND）——这家替代肉类公司公布第三季度每股亏损87美分，超出预期，而预期为每股亏损39美分，股价暴跌近20%。它的收入也低于预期，收入为1.064亿美元，而华尔街预测为1.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/SOFI\">索菲技术公司。</a>(SOFI)——周三晚间公布好于预期的季度业绩后，数字银行SoFi股价上涨13%。据Refinitiv称，SoFi每股亏损5美分，而分析师预计每股亏损9美分。</blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a>(AFRM)——先买后付的darling Affirm宣布扩大与亚马逊的合作伙伴关系，并报告季度收入超出预期，达到2.694亿美元，而预期为2.482亿美元。据Refinitiv称，Affirm还报告了季度亏损。</blockquote></p><p> <a href=\"https://laohu8.com/S/MQ\">Marqeta, Inc.</a> (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.</p><p><blockquote><a href=\"https://laohu8.com/S/MQ\">马尔凯塔公司。</a>(MQ)-Affirm和Klarna等先买后付品牌背后的发卡平台Marqeta在公布强劲的季度业绩和处理量较上年增长60%后，股价上涨11%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a> (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/HNST\">诚实公司。</a>(HNST)-根据Refinitiv的数据，这家化妆品公司的股价在宣布季度收益符合预期且收入超过华尔街预测后上涨了约8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after&nbsp;missing top and bottom-line estimates&nbsp;for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>(DIS)-迪士尼股价在第三季度业绩未达到顶线和底线预期后，周四早盘交易中下跌近5%。根据Refinitiv的数据，这家媒体巨头报告每股利润37美分，营收185.3亿美元，而分析师预期每股利润51美分，营收187.9亿美元。Disney+的订阅量也低于预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.</p><p><blockquote><a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL)-根据Refinitiv的数据，该约会应用程序的股价下跌近9%，此前每股亏损6美分，比分析师预期低6美分。然而，收入好于预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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He still holds more than 166 million shares.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)——根据周三提交的财务文件，特斯拉首席执行官Elon Musk本周出售了价值约50亿美元的股票，股价上涨了约2%。他仍持有超过1.66亿股。</blockquote></p><p> <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company&nbsp;made its trading debut on the Nasdaq&nbsp;Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>(RIVN)-电动汽车制造商Rivian周三在纳斯达克首次上市后，其股价在早盘交易中上涨超过6%。此次IPO拉动了其他电动汽车股上涨，Rivian.NIO和FiskerShares上涨约2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.</p><p><blockquote><a href=\"https://laohu8.com/S/BYND\">Beyond Meat公司。</a>（BYND）——这家替代肉类公司公布第三季度每股亏损87美分，超出预期，而预期为每股亏损39美分，股价暴跌近20%。它的收入也低于预期，收入为1.064亿美元，而华尔街预测为1.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/SOFI\">索菲技术公司。</a>(SOFI)——周三晚间公布好于预期的季度业绩后，数字银行SoFi股价上涨13%。据Refinitiv称，SoFi每股亏损5美分，而分析师预计每股亏损9美分。</blockquote></p><p> <a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a> (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a>(AFRM)——先买后付的darling Affirm宣布扩大与亚马逊的合作伙伴关系，并报告季度收入超出预期，达到2.694亿美元，而预期为2.482亿美元。据Refinitiv称，Affirm还报告了季度亏损。</blockquote></p><p> <a href=\"https://laohu8.com/S/MQ\">Marqeta, Inc.</a> (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.</p><p><blockquote><a href=\"https://laohu8.com/S/MQ\">马尔凯塔公司。</a>(MQ)-Affirm和Klarna等先买后付品牌背后的发卡平台Marqeta在公布强劲的季度业绩和处理量较上年增长60%后，股价上涨11%。</blockquote></p><p> <a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a> (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.</p><p><blockquote><a href=\"https://laohu8.com/S/HNST\">诚实公司。</a>(HNST)-根据Refinitiv的数据，这家化妆品公司的股价在宣布季度收益符合预期且收入超过华尔街预测后上涨了约8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after&nbsp;missing top and bottom-line estimates&nbsp;for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>(DIS)-迪士尼股价在第三季度业绩未达到顶线和底线预期后，周四早盘交易中下跌近5%。根据Refinitiv的数据，这家媒体巨头报告每股利润37美分，营收185.3亿美元，而分析师预期每股利润51美分，营收187.9亿美元。Disney+的订阅量也低于预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.</p><p><blockquote><a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL)-根据Refinitiv的数据，该约会应用程序的股价下跌近9%，此前每股亏损6美分，比分析师预期低6美分。然而，收入好于预期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124641290","content_text":"U.S. stock indexes were set to rebound on Thursday from a two-day selloff over signs of prolonged inflation, while Walt Disney Co tumbled as growth slowed in its streaming video service.\nAt 8:00 a.m. ET, Dow E-minis were up 39 points, or 0.11%, S&P 500 E-minis were up 15.75 points, or 0.34% and Nasdaq 100 E-minis were up 95.25 points, or 0.6%.\n*Source From Tiger Trade, EST 08:00\nInflation warnings this week from the United States and other major economies have been a top concern for investors, especially due to the lack of market-moving catalysts as the third-quarter earnings season wraps up.\nWalt Disney Co dropped 4.8% in premarket trading to lead declines among Dow components, as it reported the smallest rise in Disney+ subscriptions since the service's launch and posted downbeat profit at its theme park division.\nMarket participants were also watching developments around the nomination of the Federal Reserve Chair, with President Joe Biden still weighing whether to keep Jerome Powell for a second term or elevate Fed Governor Lael Brainard to the post.\nStocks making the biggest moves in the premarket:\nTesla Motors (TSLA) — Shares of Tesla got a roughly 2% boost after CEO Elon Musk sold about $5 billion worth of shares this week, according to financial filings submitted Wednesday. He still holds more than 166 million shares.\nRivian Automotive, Inc. (RIVN) — Electric vehicle maker Rivian’s shares rose more than 6% in early morning trading after the company made its trading debut on the Nasdaq Wednesday. The IPO pulled other EV stocks up with Rivian.NioandFiskershares gained about 2%.\nBeyond Meat, Inc. (BYND) — The alternative meat company’s shares tumbled almost 20% after reporting a wider-than-expected loss of 87 cents per share for the third quarter, compared with expectations of 39 cents per share loss. It also missed revenue estimates, bringing in $106.4 million versus the $109.2 million forecasted by Wall Street.\nSoFi Technologies Inc. (SOFI) — Digital bank SoFi’s shares jumped 13% after reporting better-than-expected quarterly results Wednesday evening. SoFi reported a loss of 5 cents per share, compared to analysts’ estimates for a loss of 9 cents per share, according to Refinitiv.\nAffirm Holdings, Inc. (AFRM) — Buy-now-pay-later darling Affirm’s shares rallied 25% in early trading after announcing an expansion of its partnership with Amazon and reported a quarterly revenue beat, recording $269.4 million versus estimates of $248.2 million. Affirm also reported a quarterly loss, according to Refinitiv.\nMarqeta, Inc. (MQ) — Shares of Marqeta, the card-issuing platform behind buy now pay later brands like Affirm and Klarna, jumped 11% after reporting strong quarterly results and a 60% increase in processing volume from the previous year.\nThe Honest Company, Inc. (HNST) — Shares of the cosmetics company increased about 8% after announcing quarterly earnings that came were in line with expectations and revenue that topped Wall Street’s forecasts, according to Refinitiv.\nWalt Disney (DIS) — Disney shares fell nearly 5% in early morning trading Thursday after missing top and bottom-line estimates for its third-quarter results. The media giant reported a profit of 37 cents per share on revenue of $18.53 billion, compared with analyst estimates of 51 cents per share on revenue of $18.79 billion, according to Refinitiv. Subscriptions for Disney+ also feel short of estimates.\nBumble Inc. (BMBL) — Shares of the dating app fell nearly 9% after reporting a loss of 6 cents per share, 6 cents below analyst estimates, according to Refinitiv. Revenue, however, came in better than expected.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127008525,"gmtCreate":1624799789267,"gmtModify":1633948528352,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"NIO&nbsp;[强]&nbsp;","listText":"NIO&nbsp;[强]&nbsp;","text":"NIO [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127008525","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在加深对福特和蔚来增长潜力的了解，同时突出市场地位和机会的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临多一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后做出最终裁决。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特vs蔚来：全球电动车市场争夺战升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司将在快速增长的全球电动汽车市场上展开正面交锋。福特的车队尚未专注于电动汽车，但这种情况将会改变：感觉到电动汽车竞赛正在升温，福特表示正在加速其电气化计划，到2025年投资300B美元用于电动汽车制造能力。福特之前的资本计划要求对零排放汽车投资220亿美元。福特还设定了一个雄心勃勃的销售目标：未来十年内其全球销量的40%将是电动汽车，皮卡销量的33%将是电动汽车。如今，电动汽车销量仅占福特销量的1%。随着福特逐步淘汰内燃机，它将在2040年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020年，中国购买了全球41%的电动汽车。中国买家去年购买了130万辆电动汽车，随着北京寻求提高电动汽车的采用率，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是世界上插电式电动汽车的第三大市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>迄今为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速赶上，部分原因是立法努力增加零排放乘用车的采用，以及对全欧洲充电站网络的大量投资。蔚来即将进入欧洲市场，以期在竞争准备就绪之前扩大在全球第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>北京是蔚来汽车行业电气化背后的驱动力：政府希望到2025年电动汽车在新车销售中的份额达到20%，这将推动电动汽车在国内市场的渗透率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场有望出现全球最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，中国的电动汽车销量将超过世界上所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长以及更有利的监管框架，因此中国的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有一个世纪的制造经验。但到目前为止，福特的产品线中只有一款全电动汽车可以与蔚来相媲美：野马Mach-E SUV。2022年，福特将开始销售全电动F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来仅专注于生产电动汽车，并且占据了非常小且明确的利基市场，因此这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商所希望的更快的速度提高电动汽车产量。这使得福特不仅在美国成为特斯拉(TSLA)的有力竞争对手，而且在国外也成为蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议在其车队电气化上投入300B美元，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化和BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在一个竞争只会随着时间的推移而变得更加激烈的市场中的重要性，这就是为什么两家公司都在一个可以打破或巩固电动汽车市场主导地位的相关领域：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司SK Innovation组建一家合资企业，以确保牵引电池单元和阵列模块的供应。该合资企业旨在加速电池交付，每年将生产约60 GWh，足以满足福特到2030年预计年度能源需求的25%。蔚来也在投资电池技术，并成立了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特的不同之处在于，蔚来的电池投资策略围绕电池订阅模式，也称为“电池即服务”，这为这家中国汽车制造商创造了强大的长期收入机会。在这种“BaaS”模式下，购买蔚来电动汽车的用户可以获得7万元人民币的初始折扣，相当于1.08万美元，并且可以签约包月租用可充电的70 kWh电池。然后可以在蔚来的一个电池交换站更换电池，该站遍布中国大多数大城市。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于预付折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和更好的性能随着时间的推移。将电池成本与汽车价格脱钩为蔚来创造了一个全新的订阅收入来源。“BaaS”订阅的收入可用于增加蔚来充电/更换站网络的密度。电池订阅模式还将客户与蔚来绑定在一起，有可能增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>福特和蔚来准备从电动汽车电池成本下降中受益，因为它们增加了资本配置。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这将推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车与内燃机乘用车相比更具竞争力。但由于蔚来明确围绕电池订阅构建其商业模式的一部分，蔚来可能比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德(Schroders)提供的信息，自2014年以来，电动汽车的电池成本已下降70%，并且在本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS”模式非常天才，从长远来看，它可能会发展成为蔚来每年5亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特5月份销量同比增长4.1%，但电动汽车销量（包括混合动力汽车）同比飙升184%，福特5月份售出创纪录的10,364辆电动汽车/混合动力汽车。Escape electrified销量和Explorer Hybrid销量同比增长125%和132%，显示出强劲的客户接受度。蔚来上个月交付了6,711辆汽车，其中包括3,017辆ES6、1,412辆ES8和2,282辆EC6。5月份总交付量同比增长率为95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销售额是蔚来的54倍，这为蔚来创造了更多的销售增长和价值重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来的估值差异就像白天和黑夜的区别。这是因为尽管电动汽车类别出现爆炸性增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量将实现中低位数增长。预计到2025财年（基准年：2020财年），福特的收入将增长33%，蔚来的收入将增长808%！</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于这些销量增长的差异，蔚来与福特完全相反，至少就估值而言。这家中国电动汽车制造商预计今年的销量和交付量将增长接近100%，由于蔚来只经营电动汽车，蔚来的市值与销售额比率远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来风险更大……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。蔚来的全球总销量增长潜力更大，因为与福特相比，它的收入基础较小。但也有一些事情对蔚来不利。例如，对于蔚来来说，由于生产缺陷而导致的召回将是一个比福特更大的挑战，福特可以依赖全球服务和分销网络。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓将对财务状况造成更大的影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>终审判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更“性感”的汽车制造商。中欧的强劲采用和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，这是天才之举。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着汽车制造商对其车队进行电气化，电动汽车销量的比例将会增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果您相信全球电动汽车市场的潜力并且不喜欢太多风险，请购买福特。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864849712,"gmtCreate":1633093306587,"gmtModify":1633093306657,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864849712","repostId":"1140422142","repostType":4,"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696787418,"gmtCreate":1640771261736,"gmtModify":1640771261736,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696787418","repostId":"1163674351","repostType":2,"repost":{"id":"1163674351","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":1640769761,"share":"https://www.laohu8.com/m/news/1163674351?lang=zh_CN&edition=full","pubTime":"2021-12-29 17:22","market":"us","language":"en","title":"Pop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163674351","media":"Tiger Newspress","summary":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.","content":"<p><html><head></head><body>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><blockquote><html><head></head><body>流行文化集团股价在盘前交易中上涨22%。该股昨日大涨近36%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</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\">\nPop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</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\">2021-12-29 17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><blockquote><html><head></head><body>流行文化集团股价在盘前交易中上涨22%。该股昨日大涨近36%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPOP":"普普文化"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163674351","content_text":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.","news_type":1,"symbols_score_info":{"CPOP":0.9}},"isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892774763,"gmtCreate":1628692022052,"gmtModify":1633745073200,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892774763","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833924753,"gmtCreate":1629199499972,"gmtModify":1633686645451,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833924753","repostId":"1163960572","repostType":4,"repost":{"id":"1163960572","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":1629187531,"share":"https://www.laohu8.com/m/news/1163960572?lang=zh_CN&edition=full","pubTime":"2021-08-17 16:05","market":"us","language":"en","title":"China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163960572","media":"Tiger Newspress","summary":" A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behav","content":"<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p><p><blockquote>（8月17日）在北京采取最新举措加强对中国互联网巨头的控制后，中国领头羊科技股的抛售浪潮连续第五天持续。</blockquote></p><p> China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p><p><blockquote>在中国市场监管机构发布禁止中国在线平台运营商之间不公平竞争的规则草案后，中国科技股在盘前交易中暴跌。</blockquote></p><p> Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p><p><blockquote>百度公司下跌超过2%，阿里巴巴-SW集团控股有限公司下跌至少3%。此前，中国网络游戏公司周一因官方媒体对该行业的批评而遭到抛售，随着美国证券交易委员会警告投资中国股票的风险，该行业一夜之间蔓延到美国交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p><p><blockquote>周二发布的广泛提案是在科技工业部上个月发起一项旨在根除大量问题行为的运动之后发布的。此前，北京方面采取行动，在反垄断、数据安全和网约车等领域遏制中国互联网领导者。</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>China Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</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\">\nChina Tech Stocks Slump as Nation Issues Draft Competition Rules<blockquote>随着国家发布竞争规则草案，中国科技股暴跌</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\">2021-08-17 16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 17)&nbsp;A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.</p><p><blockquote>（8月17日）在北京采取最新举措加强对中国互联网巨头的控制后，中国领头羊科技股的抛售浪潮连续第五天持续。</blockquote></p><p> China tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.</p><p><blockquote>在中国市场监管机构发布禁止中国在线平台运营商之间不公平竞争的规则草案后，中国科技股在盘前交易中暴跌。</blockquote></p><p> Baidu Inc.&nbsp;fell more than&nbsp;2% while&nbsp;Alibaba Group Holding Ltd.&nbsp;dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading&nbsp;overnight&nbsp;as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.</p><p><blockquote>百度公司下跌超过2%，阿里巴巴-SW集团控股有限公司下跌至少3%。此前，中国网络游戏公司周一因官方媒体对该行业的批评而遭到抛售，随着美国证券交易委员会警告投资中国股票的风险，该行业一夜之间蔓延到美国交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ad16a2d4c06459a94762f22c1916b01\" tg-width=\"371\" tg-height=\"683\" referrerpolicy=\"no-referrer\">The wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of&nbsp;problematic&nbsp;behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.</p><p><blockquote>周二发布的广泛提案是在科技工业部上个月发起一项旨在根除大量问题行为的运动之后发布的。此前，北京方面采取行动，在反垄断、数据安全和网约车等领域遏制中国互联网领导者。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163960572","content_text":"(Aug 17) A wave of selling in China’s bellwether technology stocks continued for a fifth day, following Beijing’s latest moves to tighten its grip on the nation’s internet giants.\nChina tech stocks slump in premarket trading, after China’s market regulator issued draft rules banning unfair competition among the nation’s online platform operators.\nBaidu Inc. fell more than 2% while Alibaba Group Holding Ltd. dropped by at least 3%. That followed Monday’sselloffin Chinese online game firms in the wake of state media criticism of the sector, which spilled over into U.S. trading overnight as the Securities and Exchange Commissionwarnedabout the risks of investing in Chinese stocks.\nThe wide-ranging proposals released Tuesday come after the tech-industry ministry launched a campaign last month aimed at rooting out a raft of problematic behavior. It follows moves by Beijing to rein in the country’s internet leaders in areas from antitrust to data security and ride-hailing.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843777524,"gmtCreate":1635861324275,"gmtModify":1635861324275,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843777524","repostId":"1129449747","repostType":2,"repost":{"id":"1129449747","kind":"news","pubTimestamp":1635839802,"share":"https://www.laohu8.com/m/news/1129449747?lang=zh_CN&edition=full","pubTime":"2021-11-02 15:56","market":"us","language":"en","title":"Cathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>凯西·伍德(Cathie Wood)将从Skillz股票中赚很多钱</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129449747","media":"InvestorPlace","summary":"SKLZ stock, while volatile, has the potential to be a 10-bagger","content":"<p><div> The Ark Innovation ETF(NYSEARCA:ARKK) bought2.1 million shares of Skillz(NYSE:SKLZ) on Oct. 21., according to 24/7 Wall St., the SKLZ stock buy brings the ETF’s total holdings of the esports gaming ...</p><p><blockquote><div>Ark Innovation ETF(NYSEARCA：ARKK)于10月21日购买了210万股Skillz(NYSE：SKLZ)股票。据24/7 Wall St.报道，SKLZ股票的购买使ETF持有的电子竞技游戏总量...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Cathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>凯西·伍德(Cathie Wood)将从Skillz股票中赚很多钱</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\">\nCathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>凯西·伍德(Cathie Wood)将从Skillz股票中赚很多钱</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-02 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Ark Innovation ETF(NYSEARCA:ARKK) bought2.1 million shares of Skillz(NYSE:SKLZ) on Oct. 21., according to 24/7 Wall St., the SKLZ stock buy brings the ETF’s total holdings of the esports gaming ...</p><p><blockquote><div>Ark Innovation ETF(NYSEARCA：ARKK)于10月21日购买了210万股Skillz(NYSE：SKLZ)股票。据24/7 Wall St.报道，SKLZ股票的购买使ETF持有的电子竞技游戏总量...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/\">InvestorPlace</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":{"SKLZ":"Skillz Inc"},"source_url":"https://investorplace.com/2021/11/cathie-wood-stands-to-make-a-lot-of-money-from-skillz-sklz-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129449747","content_text":"The Ark Innovation ETF(NYSEARCA:ARKK) bought2.1 million shares of Skillz(NYSE:SKLZ) on Oct. 21., according to 24/7 Wall St., the SKLZ stock buy brings the ETF’s total holdings of the esports gaming platform company to 13.3 million shares.\nAlthough the SKILLZ position is only good for 0.70% of the ETF’s $19.4 billion in total assets, it’s got a shot at becoming one of the star portfolio manager’s biggest successes.\nWell, maybe not Tesla(NASDAQ:TSLA) big, but significant all the same. For example, if Skillz stock miraculously reverted to its all-time high of $46.30, which it hit in February, the ETF’s Skillz shares would be worth $617.2 million and a weighting of 3.18%. That’s good for 11th position. Currently, it’s 34th.\nSince the share purchase, SKLZ stock has gained almost 17% through the second-last trading day in October. It’s on a roll.\nSKLZ Stock: Where to From Here?\nThere is no doubt the short-sellers are battling it out with the Reddit crowd over the ultimate direction of Skillz stock. More than 555 million shares,or 23% of its total, are sold short.\nA short squeeze seems possible in the near term, but the reality, like many stocks, is that neither side appears ready to take the bull by the horns.\nIn the interim, Wood keeps building her position in the company.\nOver at the ARK Next Generation Internet ETF(NYSEARCA:ARKW), the fund holds 7.0 million shares of Skillz, good for 22nd position in ARKW. So, put those two positions together, move up to $46.30 in the blink of an eye, and Ark Investment Management is sitting on a $1 billion investment.\nAnd it could get even better than that.\nThe portfolio manager has been selling little bits of Tesla as it’s moved over $1,000 in recent weeks. On Oct. 21 and 22, she sold more than 126,000 shares for proceeds of $114 million. Then on Oct. 25, she sold another 22,598 shares of Tesla.\nThose proceeds have to go into other stocks at some point.\nAnother Successful Quarter of Sales Growth\nSkillz has been able to string together 22 consecutive quarters of sales growth — profits, or should I say losses, are another story altogether — and looks likely to ring in a 23rd consecutive quarter of strong sales growth when it reports earnings in early November.\nThe analyst estimate for Q3 2021 is $102.3 million. The company’s full-year guidance is for $375 million. That doesn’t even include its acquisition of Aarki.\nIn July, I suggested that Aarki insiders should hang on to the four million shares of SKLZ stock they got as part of the sale to Skillz.\n“Between Wood’s ownership, the fact that Skillz came public through a Jeff Sagansky and Harry Sloan SPAC, and the company participates in mobile gaming, one of the hottest industries around, I think the risk-reward proposition is excellent between $15 and $20,” I wrote on July 14.\n“If you buy at current prices, be prepared for a lot of volatility. I would not be surprised if it tests $15 on the downside again soon. If you do buy now, I’d keep some cash on the sidelines so you can buy some more at $15 or less.”\nI also said that adding Aarki to the mix should help Skillz keep generating more revenue from users, commonly referred to as ARPU, or average revenue per user.\nIn the second quarter, it reported an ARPU of $12.46. That was 20.4% higher than the first quarter of 2021. So if it can keep moving the needle higher, you can be sure the profits will start to roll.\nInvestorPlace’s Alex Sirois believes that investors should wait to buy until after the third-quarter results are released before making a move.\n“Losses nearly quadrupled in Q2 on a year-over-year basis, rising to $79.6 million from $20.2 million a year ago. It was a similar story in the first quarter, with the company’s net loss widening to $53.6 million from $15.5 million in the first quarter of 2021,” Sirois stated on Oct. 28.\n“So, although analysts are predicting strong revenue growth, I wouldn’t jump into SKLZ stock until the company proves it can control its losses.”\nWhile I get where my colleague is coming from, the company has plenty of cash ($692.8 million) to get it through the rest of this fiscal year and all of fiscal 2022. So I would be squarely fixed on top-line growth and ARPU.\nIf these two numbers grew sequentially and year-over-year by double digits, all’s good with the company. Worrying about losses at this point is how investors miss out and quality growth stories like Skillz.\nAnd, besides, as my colleague says, there’s a lot of good things happening in its product development at the moment. So avoid the noise and focus on what matters for SKLZ stock in the near term.\nWhile Cathie Wood has been both a buyer and seller of SKLZ stock, ultimately, I believe she’ll make out like a bandit.","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855128110,"gmtCreate":1635344393380,"gmtModify":1635345062165,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[白眼]","listText":"[白眼]","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855128110","repostId":"1171813620","repostType":2,"isVote":1,"tweetType":1,"viewCount":3960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692036348,"gmtCreate":1640789778963,"gmtModify":1640789779101,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692036348","repostId":"1163674351","repostType":2,"repost":{"id":"1163674351","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":1640769761,"share":"https://www.laohu8.com/m/news/1163674351?lang=zh_CN&edition=full","pubTime":"2021-12-29 17:22","market":"us","language":"en","title":"Pop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163674351","media":"Tiger Newspress","summary":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.","content":"<p><html><head></head><body>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><blockquote><html><head></head><body>流行文化集团股价在盘前交易中上涨22%。该股昨日大涨近36%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</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\">\nPop Culture Group Stock Jumped 22% in Premarket Trading<blockquote>流行文化集团股价在盘前交易中上涨22%</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\">2021-12-29 17:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.</p><p><blockquote><html><head></head><body>流行文化集团股价在盘前交易中上涨22%。该股昨日大涨近36%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/bd6f14a690cc0684dca8112f39c885a1\" tg-width=\"842\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CPOP":"普普文化"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163674351","content_text":"Pop Culture Group stock jumped 22% in premarket trading.The stock soared nearly 36% yesterday.","news_type":1,"symbols_score_info":{"CPOP":0.9}},"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698095405,"gmtCreate":1640256344215,"gmtModify":1640256344215,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[得意]&nbsp;</a>‌","listText":"‌<a href=\"\">[得意]&nbsp;</a>‌","text":"‌[得意] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698095405","repostId":"1173043963","repostType":2,"repost":{"id":"1173043963","kind":"news","pubTimestamp":1640225262,"share":"https://www.laohu8.com/m/news/1173043963?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:07","market":"us","language":"en","title":"Why Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173043963","media":"Motley Fool","summary":"Chinese electric vehicle  maker Nioheld its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours.Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Te","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p><p><blockquote>中国电动汽车(EV)制造商<b>蔚来</b>（纽约证券交易所股票代码：蔚来）上周末举行了一年一度的蔚来日活动，推出了最新的新型电动轿车。尽管顾客似乎渴望购买一辆，但蔚来股价的持续下跌导致该股价值在过去一个月下跌了22%。今天，该股下跌1.03%，并在盘后继续下滑1.34%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p><p><blockquote>蔚来今天没有发布任何具体公司的消息，但它上周末推出了新款ET5电动轿车，希望与之竞争<b>特斯拉</b>（纳斯达克：TSLA）Model 3。随着特斯拉首席执行官Elon Musk今天再次制造新闻，投资者可能会避开蔚来股票，转而购买特斯拉股票。但蔚来的扩张计划不仅仅是ET5。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p><p><blockquote>截至2021年11月，蔚来的电动汽车交付量与去年同期相比增长了120.4%。但最好的可能还在后头。除了将于2022年3月开始发货的新款豪华ET7轿车外，新款ET5预计也将于2022年9月开始交付。</blockquote></p><p> The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p><p><blockquote>ET5将配备蔚来最大的电池，一次充电可行驶约620英里。蔚来首席执行官李威廉告诉当地媒体，周六正式亮相的ET5已经成为有史以来预订量最大的蔚来车型。这是专注于中国电动汽车行业的行业新闻服务机构CnEVPost的说法。</blockquote></p><p> Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</p><p><blockquote>蔚来还计划在2022年走出中国。该公司已经在挪威销售汽车，并预计2022年将在德国、荷兰、瑞典和丹麦开展业务。该公司表示，到2025年，其业务将遍及超过25个国家。尽管投资者最近一直在压低股价，但该公司希望其未来的增长和扩张努力最终能够扭转这一趋势。</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 Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</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\">\nWhy Nio Shares Dropped Again Today<blockquote>为什么蔚来股价今天再次下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-23 10:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Chinese electric vehicle (EV) maker&nbsp;<b>Nio</b>(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and&nbsp;continued&nbsp;to&nbsp;slide&nbsp;1.34%&nbsp;in&nbsp;extended&nbsp;hours. </p><p><blockquote>中国电动汽车(EV)制造商<b>蔚来</b>（纽约证券交易所股票代码：蔚来）上周末举行了一年一度的蔚来日活动，推出了最新的新型电动轿车。尽管顾客似乎渴望购买一辆，但蔚来股价的持续下跌导致该股价值在过去一个月下跌了22%。今天，该股下跌1.03%，并在盘后继续下滑1.34%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Nio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.</p><p><blockquote>蔚来今天没有发布任何具体公司的消息，但它上周末推出了新款ET5电动轿车，希望与之竞争<b>特斯拉</b>（纳斯达克：TSLA）Model 3。随着特斯拉首席执行官Elon Musk今天再次制造新闻，投资者可能会避开蔚来股票，转而购买特斯拉股票。但蔚来的扩张计划不仅仅是ET5。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Nio has increased its&nbsp;electric car deliveries&nbsp;by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.</p><p><blockquote>截至2021年11月，蔚来的电动汽车交付量与去年同期相比增长了120.4%。但最好的可能还在后头。除了将于2022年3月开始发货的新款豪华ET7轿车外，新款ET5预计也将于2022年9月开始交付。</blockquote></p><p> The ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.</p><p><blockquote>ET5将配备蔚来最大的电池，一次充电可行驶约620英里。蔚来首席执行官李威廉告诉当地媒体，周六正式亮相的ET5已经成为有史以来预订量最大的蔚来车型。这是专注于中国电动汽车行业的行业新闻服务机构CnEVPost的说法。</blockquote></p><p> Nio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.</p><p><blockquote>蔚来还计划在2022年走出中国。该公司已经在挪威销售汽车，并预计2022年将在德国、荷兰、瑞典和丹麦开展业务。该公司表示，到2025年，其业务将遍及超过25个国家。尽管投资者最近一直在压低股价，但该公司希望其未来的增长和扩张努力最终能够扭转这一趋势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-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":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/22/why-nio-shares-dropped-again-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173043963","content_text":"What happened\nChinese electric vehicle (EV) maker Nio(NYSE:NIO)held its annual Nio Day event last weekend where it unveiled its latest new electric sedan. Though customers appear to be eager to purchase one, Nio stock's continued decline has resulted in a 22% drop in the stock's value over the past month. Today, shares dropped 1.03% and continued to slide 1.34% in extended hours. \nSo what\nNio hasn't put out any company-specific news today, but it introduced its new ET5 electric sedan last weekend, which it hopes will compete with Tesla's(NASDAQ:TSLA)Model 3. WithTesla CEO Elon Musk making news again today, it may be that investors are shunning Nio shares for Tesla stock. But Nio has more than just the ET5 in its plans to expand from here.\nNow what\nNio has increased its electric car deliveries by 120.4% through November 2021 versus the comparable year-ago period. But the best may still be yet to come. In addition to its new luxury ET7 sedan that will begin shipping in March 2022, the new ET5 is also expected to start deliveries in September 2022.\nThe ET5 will be available with Nio's largest battery that will provide a range of up to about 620 miles on a single charge. And Nio CEO William Li told local media that the ET5, which was officially unveiled Saturday, has already become the most pre-ordered Nio model ever. That is according to CnEVPost, an industry news service focused on the Chinese EV sector.\nNio also plans to move beyond China in 2022. It already sells its vehicles in Norway and expects to be doing business in Germany, the Netherlands, Sweden, and Denmark in 2022. The company says it will have a presence in over 25 countries by 2025. While investors have been driving shares lower recently, the company hopes its future growth and expansion efforts will eventually reverse that trend.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605810346,"gmtCreate":1639143360837,"gmtModify":1639143360837,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605810346","repostId":"1185791394","repostType":2,"repost":{"id":"1185791394","kind":"news","pubTimestamp":1639108779,"share":"https://www.laohu8.com/m/news/1185791394?lang=zh_CN&edition=full","pubTime":"2021-12-10 11:59","market":"us","language":"en","title":"Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185791394","media":"InvestorPlace","summary":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination","content":"<p><div> There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p><p><blockquote><div>有一种观点认为，人工智能和网络安全是一家公司在2021年蓬勃发展的成功组合。但Palantir Technologies（纽约证券交易所股票代码：PLTR）却无视这种方式……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Palantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</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\">\nPalantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir股票可能下跌，但绝对没有出局</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-10 11:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of ...</p><p><blockquote><div>有一种观点认为，人工智能和网络安全是一家公司在2021年蓬勃发展的成功组合。但Palantir Technologies（纽约证券交易所股票代码：PLTR）却无视这种方式……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/\">InvestorPlace</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-may-be-down-but-its-definitely-not-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185791394","content_text":"There’s a school of thought that artificial intelligence and cybersecurity are a winning combination for a company to thrive in 2021. But Palantir Technologies(NYSE:PLTR) has defied that way of thinking as of late. PLTR stock has been a major disappointment for investors so far this year.\nSince hitting an all-time high of $45 in late January, shares of the big data analytics company are down roughly 57%. In the past month alone, PLTR stock is down nearly 28%.\nThat includes the post-earnings sell-off following the company’s third-quarter report, despite Palantir beating revenue expectations and delivering a strong outlook for the current quarter.\nCan PLTR stock turn its fortunes around in 2022? Let’s take a closer look.\nPalantir at a Glance\nFounded by Peter Thiel in 2003, Palantir Technologies went public via a direct listing in September 2020 and currently has a market cap of $38.8 billion. The company is headquartered in Denver and actually gets its name from J. R. R. Tolkien’s The Lord of the Rings series.“Palantiri” were magical and indestructible crystal balls that were used to communicate and see other parts of that fabled world.\nWhat Palantir does isn’t magical, but it is pretty cool. Palantir’s software allows government and private sector businesses to analyze and manage massive amounts of data, detecting meaningful patterns and connections. Its data sets are considered to be highly secure compared to its peers, which is why the company is sometimes considered a cybersecurity play.\nSome of Palantir’s first clients were U.S. intelligence agencies and the Pentagon. Over the past few years, the company has been growing its client base to include private firms, other federal agencies, and some state and local governments. For example, the U.S. Department of Health and Human Services uses Palantir software to track vaccine distribution.\nPalantir Delivers a Strong Q3 Earnings Report\nThe company’s third-quarter earnings report should have been a positive for PLTR stock. Palantir posted $392 million in revenue, while analysts had expected only $385 million. Earnings of 4 cents per share met expectations.\nRevenue was up 36% from the same quarter a year ago. However, some investors may have been disappointed as the previous two quarters saw 49% year-over-year growth.\nFor the fourth quarter, management expects revenue to increase 30% to $418 million, which was ahead of the consensus estimate of $402 million. Palantir projects full-year revenue of $1.53 billion, which would be a year-over-year increase of 40%. Through 2025, management believes it can grow revenue at least 30% annually.\nThe company used its earnings call to promote its new platform, Apollo, which it described as a new continuous delivery system that brings software-as-a-service (SaaS) management to its platforms. COO Shyam Sankar stated:\n\n Once again, we are building five years ahead of the market, software shamans building technology that will meet its moment. With our latest investments, you will be able to develop streaming pipelines in Foundry that you then package up, version, and continuously deploy to Edge compute infrastructure, be it a Humvee, a satellite, a 5G base station to enable real-time processing of large amounts of data in a decentralized efficient manner. These pipelines, they’ll be versioned, upgrade, managed, and orchestrated by Apollo.\n\nDespite the revenue beat and the promotion of the Apollo platform, PLTR stock fell by more than 9% immediately after the earnings report. And it has continued lower ever since. Some of that slide can be attributed to the market’s drag on tech stocks. But investors also appear concerned that Palantir is seeing slower growth.\nKeep an Eye on Recent Announcements\nWhile growth is slowing, investors should be cheered by a series of announcements that came out recently. These include:\n\nPalantir and Merck KGaA announced a partnership to address the global semiconductor shortage. The companies are developing an AI-infused platform that will help firms navigate the supply chain and reduce time to market.\nPalantir and Babylon Holdings(NYSE:BBLN) announced“substantial progress”on their work to use data to improve clinical care for Babylon’s healthcare clients.\nPalantir won a$43 million federal government contract with the Space Command’s Cross-Mission Ground & Communications Enterprise.\nPalantir and Kinder Morgan(NYSE:KMI) announced a multi-year deal in which Kinder Morgan will use Palantir’s platform to support its infrastructure and improve data analysis, grid integrity and pricing.\n\nAnd those are just the announcements from the past week or so. I expect similar headlines to continue to roll in.\nThe Bottom Line on PLTR Stock\nPLTR stock made a huge run higher into early January but has been struggling ever since. However, if you’re looking for a long-term cybersecurity and AI play, this is a solid pick. You’ll just have to be patient.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876027023,"gmtCreate":1637246180142,"gmtModify":1637246180142,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876027023","repostId":"1124378970","repostType":2,"repost":{"id":"1124378970","kind":"news","pubTimestamp":1637229476,"share":"https://www.laohu8.com/m/news/1124378970?lang=zh_CN&edition=full","pubTime":"2021-11-18 17:57","market":"us","language":"en","title":"NIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124378970","media":"seekingalpha","summary":"NIO is one of the leading pure-play new electric vehicle makers in China.We also discuss whether investors should add NIO stock now.NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's  largest factory and market.NIO stock has had a su","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO is one of the leading pure-play new electric vehicle makers in China.</li>  <li>The company is estimated to grow rapidly, as it expands aggressively into Europe next year.</li>  <li>We discuss what investors should expect moving ahead in 2022 and beyond.</li>  <li>We also discuss whether investors should add NIO stock now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffccc5b06bd64a029e813af7f0627d6e\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>蔚来是国内领先的纯电动汽车制造商之一。</li><li>该公司预计将快速增长，因为它明年将积极向欧洲扩张。</li><li>我们讨论了投资者在2022年及以后应该期待什么。</li><li>我们还讨论投资者现在是否应该添加蔚来股票。</li></ul><p class=\"t-img-caption\"><span>Andy Feng/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> NIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost&nbsp;going bankrupt&nbsp;a few years ago, the pure-play NEV player has made a tremendous comeback.</p><p><blockquote>蔚来（蔚来）是国内领先的新型电动汽车（NEV）企业之一。尽管几年前差点破产，但这家纯新能源汽车公司已经卷土重来。</blockquote></p><p> NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.</p><p><blockquote>蔚来10月份交付量疲软。尽管如此，该公司年初至今的总交付量仍在领先的纯业务同行中领先。竞争非常激烈，但蔚来继续快速增长。中国市场的规模和巨大机遇让Elon Musk宣布中国将成为特斯拉(TSLA)最大的工厂和市场。</blockquote></p><p> Amid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.</p><p><blockquote>在蔚来股票2021年迄今为止表现相对疲软的情况下，我们讨论投资者是否是时候增持该股票了。</blockquote></p><p> <b>NIO Stock YTD Performance</b></p><p><blockquote><b>蔚来股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c286d28256f44ca6fa6deb496e6e2c98\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>NIO stock YTD performance (as of 15 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票年初至今表现（截至21年11月15日）。</span></p></blockquote></p><p> NIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%</p><p><blockquote>蔚来股价在2021年表现不佳。尽管该股今年开局强劲，但在2021年2月从成长股转向价值股后，其上升势头崩溃。尽管5月份出现了显着复苏，但仍处于盘整阶段。相比之下，中国新能源汽车同行迄今为止的表现更好。蔚来股票目前表现落后于中国领先的新能源汽车同行，特斯拉股票年初至今的回报率为-16.8%</blockquote></p><p> <b>NIO Operates in the World's Largest EV Market</b></p><p><blockquote><b>蔚来在全球最大的电动汽车市场运营</b></blockquote></p><p> Despite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead&nbsp;it briefly lost to Europe in 2020.</p><p><blockquote>尽管蔚来遭遇了令人惊讶的困境，但该公司可以依靠其本土市场中国来支持其增长。中国是全球第一大电动汽车市场，夺回了2020年短暂输给欧洲的领先地位。</blockquote></p><p> BloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales&nbsp;reached 17.5% in September&nbsp;and averaged 13% YTD through September.</p><p><blockquote>彭博新能源财经估计，到2025年，电动汽车在中国汽车总销量中的份额将达到25%，高于2020年的6%。中国政府的预测稍微保守一些，预计到2025年将达到20%。然而，中国电动汽车销量超出了这些预期，9月份电动汽车占总销量的份额达到17.5%，年初至今至9月份平均为13%。</blockquote></p><p> Hence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.</p><p><blockquote>因此，我们相信，中国电动汽车采用国家议程所支撑的巨大长期推动力将继续推动蔚来的增长。</blockquote></p><p> Notably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:</p><p><blockquote>值得注意的是，该公司预计中国将成为其最重要的市场，尽管它正在规划其欧洲（世界第二大电动汽车市场）的扩张。蔚来首席执行官William Li强调：</blockquote></p><p>   If we look at the global market, we can see that  <i>China is still the biggest auto market and the biggest premium market</i>, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)  Therefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.</p><p><blockquote>如果我们放眼全球市场，我们可以看到<i>中国仍然是最大的汽车市场和最大的高端市场</i>，所以中国仍将是我们最重要的市场。但我相信，从长远来看，对于中国以外的市场，它们应该占我们产品总销售额的50%左右。（来自蔚来21年第三季度盈利看涨期权）因此，我们预计随着公司规模的扩大，中国将继续推动公司的增长。蔚来强调，目前最大年产能为60万辆。因此，该公司已经做好了扩大生产规模的准备。考虑到目前年初至今的交付量，我们认为蔚来的市场机会仍处于早期阶段。</blockquote></p><p> <b>NIO's Fledgling Market Opportunity</b></p><p><blockquote><b>蔚来刚刚起步的市场机遇</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01decb5c7ce129cf9fc59b2b13ccba85\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>China's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国领先的新能源汽车制造商年初至今10月21日交付量。数据来源：各企业备案，中国乘联会</span></p></blockquote></p><p> BYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also&nbsp;discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.</p><p><blockquote>比亚迪股份有限公司（OTCPK：BYDDF）是中国领先的新能源汽车制造商。其年初至今的交付量（截至10月21日）凸显了该公司无可争议的领导地位。我们还在最近的一篇文章中讨论了比亚迪的论文。尽管如此，蔚来今年迄今的交付量继续领先于纯同行。然而，竞争非常激烈。尽管如此，我们相信中国推动电动汽车采用的巨大推动力将继续使蔚来及其同行受益。</blockquote></p><p> In addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.</p><p><blockquote>此外，尽管蔚来公布的10月份交付数据令人印象深刻，但我们认为这并不令人担忧。我们稍后将详细讨论这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6d8b43b9aff12d916fdb0327e8974\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO YTD October 21 deliveries by month. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来年初至今10月21日每月交付量。数据来源：公司备案</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ea81aba6c5ceedc67d354d0fe0f604\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO quarterly deliveries by model. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来按型号划分的季度交付量。数据来源：公司备案</span></p></blockquote></p><p> Readers can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):</p><p><blockquote>读者可以观察到3.67 K的“异常”疲软的10月份交付数据。然而，我们并不过度担心10月份的数字。该公司表示，需要一些停机时间来调整其制造流程，以扩大ET7（蔚来即将推出的旗舰轿车）的规模。值得注意的是，该公司强调“自10月下旬以来已恢复正常生产”。李阐述（为简洁起见，编辑）：</blockquote></p><p>   ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.  <i>Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October</i>. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)  Therefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.</p><p><blockquote>为进一步扩大产能及推出ET7等新产品，我们对蔚来先进制造中心的生产线进行了升级改造。<i>受升级及重组影响，我们于10月交付3,667辆</i>该工厂自10月下旬起已恢复正常生产。（来自蔚来21年第三季度收益看涨期权）因此，我们并不太关心10月份的问题。该公司预计第四季度交付量在23,500至25,500之间。因此，第四季度的交付量估计约为24.5万辆，处于蔚来指导的中点。因此，环比增长预计持平。尽管如此，如果我们考虑到10月份“异常”疲软的数据，该公司预计11月和12月的交付量将强劲。平均而言，该公司预计11月和12月每月分别交付约10,42万台。这将使其与9月份创纪录的10.63万辆交付量持平。因此，对10月疲软的担忧被夸大了。</blockquote></p><p> NIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.</p><p><blockquote>蔚来预计2021财年的交付量约为9.09万辆。与60万辆的年产能相比，蔚来显然希望未来迅速提高产量。虽然达到60万的年化运行率可能需要一段时间，但蔚来正准备在2022年推出3款基于其蔚来技术平台2.0的新产品（包括ET7）。因此，该公司正在积极刷新其名单，并预计明年将继续其快速的交付增长。</blockquote></p><p> Notably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:</p><p><blockquote>值得注意的是，该公司还预计能够很好地应对芯片供应紧缩。它在短期内也影响了蔚来。然而，蔚来展示了其内部技术的能力，李解释说他们已经设法解决了这些问题。李补充道：</blockquote></p><p>   I would like to specifically mention that because the  <i>many domain controllers in our vehicles are actually developed by ourselves in-house</i>. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already  <i>resolved some chip shortage situations happened to our vehicles</i>. (from NIO's FQ3 earnings call)  <b>Consensus Estimates Also Agree With NIO's Rapid Expansion</b></p><p><blockquote>我想特别提一下，因为<i>我们车辆中的许多域控制器实际上都是我们自己内部开发的</i>因此，如果域控制器中的某些芯片短缺，我们的团队有能力快速找到替代方案，并对这些车辆和芯片进行快速验证和更快的生产。所以因为这些能力，我们已经<i>解决了我们车辆出现的一些芯片短缺情况</i>.（摘自蔚来第三季度财报看涨期权）<b>共识估计也与蔚来的快速扩张一致</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75908e4cc1b0e008a565a8faaa67a434\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO LTM revenue &amp; operating margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来LTM收入和营业利润率。数据来源：标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956abb3d98a0a3907c217e0c2e4b00c9\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>NIO est. revenue mean consensus &amp; est. EBIT margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来东部。收入平均值共识和估计值。息税前利润率。数据来源：标普资本智商</span></p></blockquote></p><p> Readers can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.</p><p><blockquote>读者可以从上面的第一张图表中很快发现，蔚来的营收迅速扩大。值得注意的是，随着规模的扩大，它还成功地极大地提高了运营杠杆。正如所解释的，我们认为蔚来的盈利增长还处于早期阶段。鉴于其拥有60万的年化产能，蔚来仍有望快速增长。据估计，通过2023财年，该公司的营收将以惊人的77.7%的复合年增长率增长。</blockquote></p><p> Notably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.</p><p><blockquote>值得注意的是，其息税前利润共识估计还表明，2022财年息税前利润损失率较低，为2.1%。2023财年预计蔚来将使息税前利润实现盈利。息税前利润率为3.2%。</blockquote></p><p> Therefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.</p><p><blockquote>因此，蔚来投资者可以继续期待该公司在欧洲之旅和本土市场获得关注。此外，我们鼓励投资者密切关注其2022年的新产品发布，因为该公司预计未来的交付节奏将强劲。尽管如此，根据21年第四季度的指导，11月和12月的交付数量也应该令人印象深刻。</blockquote></p><p> <b>So, is NIO Stock a Buy Now?</b></p><p><blockquote><b>那么，蔚来股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b943b23fe0e9f66e7db0040c15948ce\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>NIO stock EV/NTM Revenue 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票EV/NTM收入3年平均值。</span></p></blockquote></p><p></p><p> NIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.</p><p><blockquote>蔚来股票的EV/NTM收入为7.9倍。它已经从一月份的高点下跌了很长一段时间。此外，它也比3年平均水平高出约14%。因此，我们认为蔚来股票的估值现在看起来很有吸引力。这是一家比三年前强大得多的公司。此外，还显著提升了经营杠杆。再加上支撑其未来快速增长的强大长期驱动因素，我们相信长期投资者最好坐以待毙。如果蔚来能够继续提高其交付节奏，我们认为该股将在2022财年重新评级。因此，投资者现在应该利用其疲软的机会将蔚来股票添加到他们的投资组合中。</blockquote></p><p> Consequently, we<i>rate NIO stock at Buy</i>.</p><p><blockquote>因此，我们<i>蔚来股票评级为买入</i>.</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Forecast: What To Watch For In 2022<blockquote>蔚来股票预测：2022年值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-11-18 17:57</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>NIO is one of the leading pure-play new electric vehicle makers in China.</li>  <li>The company is estimated to grow rapidly, as it expands aggressively into Europe next year.</li>  <li>We discuss what investors should expect moving ahead in 2022 and beyond.</li>  <li>We also discuss whether investors should add NIO stock now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffccc5b06bd64a029e813af7f0627d6e\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>蔚来是国内领先的纯电动汽车制造商之一。</li><li>该公司预计将快速增长，因为它明年将积极向欧洲扩张。</li><li>我们讨论了投资者在2022年及以后应该期待什么。</li><li>我们还讨论投资者现在是否应该添加蔚来股票。</li></ul><p class=\"t-img-caption\"><span>Andy Feng/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> NIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost&nbsp;going bankrupt&nbsp;a few years ago, the pure-play NEV player has made a tremendous comeback.</p><p><blockquote>蔚来（蔚来）是国内领先的新型电动汽车（NEV）企业之一。尽管几年前差点破产，但这家纯新能源汽车公司已经卷土重来。</blockquote></p><p> NIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.</p><p><blockquote>蔚来10月份交付量疲软。尽管如此，该公司年初至今的总交付量仍在领先的纯业务同行中领先。竞争非常激烈，但蔚来继续快速增长。中国市场的规模和巨大机遇让Elon Musk宣布中国将成为特斯拉(TSLA)最大的工厂和市场。</blockquote></p><p> Amid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.</p><p><blockquote>在蔚来股票2021年迄今为止表现相对疲软的情况下，我们讨论投资者是否是时候增持该股票了。</blockquote></p><p> <b>NIO Stock YTD Performance</b></p><p><blockquote><b>蔚来股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c286d28256f44ca6fa6deb496e6e2c98\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>NIO stock YTD performance (as of 15 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票年初至今表现（截至21年11月15日）。</span></p></blockquote></p><p> NIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%</p><p><blockquote>蔚来股价在2021年表现不佳。尽管该股今年开局强劲，但在2021年2月从成长股转向价值股后，其上升势头崩溃。尽管5月份出现了显着复苏，但仍处于盘整阶段。相比之下，中国新能源汽车同行迄今为止的表现更好。蔚来股票目前表现落后于中国领先的新能源汽车同行，特斯拉股票年初至今的回报率为-16.8%</blockquote></p><p> <b>NIO Operates in the World's Largest EV Market</b></p><p><blockquote><b>蔚来在全球最大的电动汽车市场运营</b></blockquote></p><p> Despite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead&nbsp;it briefly lost to Europe in 2020.</p><p><blockquote>尽管蔚来遭遇了令人惊讶的困境，但该公司可以依靠其本土市场中国来支持其增长。中国是全球第一大电动汽车市场，夺回了2020年短暂输给欧洲的领先地位。</blockquote></p><p> BloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales&nbsp;reached 17.5% in September&nbsp;and averaged 13% YTD through September.</p><p><blockquote>彭博新能源财经估计，到2025年，电动汽车在中国汽车总销量中的份额将达到25%，高于2020年的6%。中国政府的预测稍微保守一些，预计到2025年将达到20%。然而，中国电动汽车销量超出了这些预期，9月份电动汽车占总销量的份额达到17.5%，年初至今至9月份平均为13%。</blockquote></p><p> Hence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.</p><p><blockquote>因此，我们相信，中国电动汽车采用国家议程所支撑的巨大长期推动力将继续推动蔚来的增长。</blockquote></p><p> Notably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:</p><p><blockquote>值得注意的是，该公司预计中国将成为其最重要的市场，尽管它正在规划其欧洲（世界第二大电动汽车市场）的扩张。蔚来首席执行官William Li强调：</blockquote></p><p>   If we look at the global market, we can see that  <i>China is still the biggest auto market and the biggest premium market</i>, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)  Therefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.</p><p><blockquote>如果我们放眼全球市场，我们可以看到<i>中国仍然是最大的汽车市场和最大的高端市场</i>，所以中国仍将是我们最重要的市场。但我相信，从长远来看，对于中国以外的市场，它们应该占我们产品总销售额的50%左右。（来自蔚来21年第三季度盈利看涨期权）因此，我们预计随着公司规模的扩大，中国将继续推动公司的增长。蔚来强调，目前最大年产能为60万辆。因此，该公司已经做好了扩大生产规模的准备。考虑到目前年初至今的交付量，我们认为蔚来的市场机会仍处于早期阶段。</blockquote></p><p> <b>NIO's Fledgling Market Opportunity</b></p><p><blockquote><b>蔚来刚刚起步的市场机遇</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01decb5c7ce129cf9fc59b2b13ccba85\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>China's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国领先的新能源汽车制造商年初至今10月21日交付量。数据来源：各企业备案，中国乘联会</span></p></blockquote></p><p> BYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also&nbsp;discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.</p><p><blockquote>比亚迪股份有限公司（OTCPK：BYDDF）是中国领先的新能源汽车制造商。其年初至今的交付量（截至10月21日）凸显了该公司无可争议的领导地位。我们还在最近的一篇文章中讨论了比亚迪的论文。尽管如此，蔚来今年迄今的交付量继续领先于纯同行。然而，竞争非常激烈。尽管如此，我们相信中国推动电动汽车采用的巨大推动力将继续使蔚来及其同行受益。</blockquote></p><p> In addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.</p><p><blockquote>此外，尽管蔚来公布的10月份交付数据令人印象深刻，但我们认为这并不令人担忧。我们稍后将详细讨论这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6d8b43b9aff12d916fdb0327e8974\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO YTD October 21 deliveries by month. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来年初至今10月21日每月交付量。数据来源：公司备案</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28ea81aba6c5ceedc67d354d0fe0f604\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO quarterly deliveries by model. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来按型号划分的季度交付量。数据来源：公司备案</span></p></blockquote></p><p> Readers can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):</p><p><blockquote>读者可以观察到3.67 K的“异常”疲软的10月份交付数据。然而，我们并不过度担心10月份的数字。该公司表示，需要一些停机时间来调整其制造流程，以扩大ET7（蔚来即将推出的旗舰轿车）的规模。值得注意的是，该公司强调“自10月下旬以来已恢复正常生产”。李阐述（为简洁起见，编辑）：</blockquote></p><p>   ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.  <i>Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October</i>. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)  Therefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.</p><p><blockquote>为进一步扩大产能及推出ET7等新产品，我们对蔚来先进制造中心的生产线进行了升级改造。<i>受升级及重组影响，我们于10月交付3,667辆</i>该工厂自10月下旬起已恢复正常生产。（来自蔚来21年第三季度收益看涨期权）因此，我们并不太关心10月份的问题。该公司预计第四季度交付量在23,500至25,500之间。因此，第四季度的交付量估计约为24.5万辆，处于蔚来指导的中点。因此，环比增长预计持平。尽管如此，如果我们考虑到10月份“异常”疲软的数据，该公司预计11月和12月的交付量将强劲。平均而言，该公司预计11月和12月每月分别交付约10,42万台。这将使其与9月份创纪录的10.63万辆交付量持平。因此，对10月疲软的担忧被夸大了。</blockquote></p><p> NIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.</p><p><blockquote>蔚来预计2021财年的交付量约为9.09万辆。与60万辆的年产能相比，蔚来显然希望未来迅速提高产量。虽然达到60万的年化运行率可能需要一段时间，但蔚来正准备在2022年推出3款基于其蔚来技术平台2.0的新产品（包括ET7）。因此，该公司正在积极刷新其名单，并预计明年将继续其快速的交付增长。</blockquote></p><p> Notably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:</p><p><blockquote>值得注意的是，该公司还预计能够很好地应对芯片供应紧缩。它在短期内也影响了蔚来。然而，蔚来展示了其内部技术的能力，李解释说他们已经设法解决了这些问题。李补充道：</blockquote></p><p>   I would like to specifically mention that because the  <i>many domain controllers in our vehicles are actually developed by ourselves in-house</i>. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already  <i>resolved some chip shortage situations happened to our vehicles</i>. (from NIO's FQ3 earnings call)  <b>Consensus Estimates Also Agree With NIO's Rapid Expansion</b></p><p><blockquote>我想特别提一下，因为<i>我们车辆中的许多域控制器实际上都是我们自己内部开发的</i>因此，如果域控制器中的某些芯片短缺，我们的团队有能力快速找到替代方案，并对这些车辆和芯片进行快速验证和更快的生产。所以因为这些能力，我们已经<i>解决了我们车辆出现的一些芯片短缺情况</i>.（摘自蔚来第三季度财报看涨期权）<b>共识估计也与蔚来的快速扩张一致</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75908e4cc1b0e008a565a8faaa67a434\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>NIO LTM revenue &amp; operating margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来LTM收入和营业利润率。数据来源：标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/956abb3d98a0a3907c217e0c2e4b00c9\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>NIO est. revenue mean consensus &amp; est. EBIT margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来东部。收入平均值共识和估计值。息税前利润率。数据来源：标普资本智商</span></p></blockquote></p><p> Readers can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.</p><p><blockquote>读者可以从上面的第一张图表中很快发现，蔚来的营收迅速扩大。值得注意的是，随着规模的扩大，它还成功地极大地提高了运营杠杆。正如所解释的，我们认为蔚来的盈利增长还处于早期阶段。鉴于其拥有60万的年化产能，蔚来仍有望快速增长。据估计，通过2023财年，该公司的营收将以惊人的77.7%的复合年增长率增长。</blockquote></p><p> Notably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.</p><p><blockquote>值得注意的是，其息税前利润共识估计还表明，2022财年息税前利润损失率较低，为2.1%。2023财年预计蔚来将使息税前利润实现盈利。息税前利润率为3.2%。</blockquote></p><p> Therefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.</p><p><blockquote>因此，蔚来投资者可以继续期待该公司在欧洲之旅和本土市场获得关注。此外，我们鼓励投资者密切关注其2022年的新产品发布，因为该公司预计未来的交付节奏将强劲。尽管如此，根据21年第四季度的指导，11月和12月的交付数量也应该令人印象深刻。</blockquote></p><p> <b>So, is NIO Stock a Buy Now?</b></p><p><blockquote><b>那么，蔚来股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b943b23fe0e9f66e7db0040c15948ce\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>NIO stock EV/NTM Revenue 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>蔚来股票EV/NTM收入3年平均值。</span></p></blockquote></p><p></p><p> NIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.</p><p><blockquote>蔚来股票的EV/NTM收入为7.9倍。它已经从一月份的高点下跌了很长一段时间。此外，它也比3年平均水平高出约14%。因此，我们认为蔚来股票的估值现在看起来很有吸引力。这是一家比三年前强大得多的公司。此外，还显著提升了经营杠杆。再加上支撑其未来快速增长的强大长期驱动因素，我们相信长期投资者最好坐以待毙。如果蔚来能够继续提高其交付节奏，我们认为该股将在2022财年重新评级。因此，投资者现在应该利用其疲软的机会将蔚来股票添加到他们的投资组合中。</blockquote></p><p> Consequently, we<i>rate NIO stock at Buy</i>.</p><p><blockquote>因此，我们<i>蔚来股票评级为买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4470158-nio-stock-forecast\">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"},"source_url":"https://seekingalpha.com/article/4470158-nio-stock-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124378970","content_text":"Summary\n\nNIO is one of the leading pure-play new electric vehicle makers in China.\nThe company is estimated to grow rapidly, as it expands aggressively into Europe next year.\nWe discuss what investors should expect moving ahead in 2022 and beyond.\nWe also discuss whether investors should add NIO stock now.\n\nAndy Feng/iStock Editorial via Getty Images\nInvestment Thesis\nNIO Inc. (NIO) is one of China's leading new electric vehicle (NEV) players. Despite almost going bankrupt a few years ago, the pure-play NEV player has made a tremendous comeback.\nNIO posted weak October deliveries. Nonetheless, the company is still leading total deliveries YTD among its leading pure-play peers. The competition is very close, but NIO continues to grow rapidly. The scale and immense opportunities of the Chinese market made Elon Musk famously proclaim that China will be Tesla's (TSLA) largest factory and market.\nAmid NIO stock's relatively weak performance in 2021 so far, we discuss whether it's time for investors to add the stock.\nNIO Stock YTD Performance\nNIO stock YTD performance (as of 15 November 21).\nNIO stock has had a subpar year in 2021. While it had started the year strongly, its upward momentum collapsed following the rotation from growth to value stock in February 2021. Despite making a remarkable recovery in May, it has remained in a consolidation phase. In contrast, its Chinese NEV peers have managed better performances so far. NIO stock is currently underperforming its leading Chinese NEV peers, and Tesla stock with a YTD return of -16.8%\nNIO Operates in the World's Largest EV Market\nDespite NIO's surprising struggles, the company can count on its home market, China to support its growth. China is the #1 EV market globally, retaking the lead it briefly lost to Europe in 2020.\nBloombergNEF estimated that EV share of total China car sales will reach 25% in 2025, up from just 6% in 2020. China's government projections are slightly more conservative,putting it at 20% by 2025. However, China's EV sales outperformed these estimates as EV share of total sales reached 17.5% in September and averaged 13% YTD through September.\nHence, we believe the massive secular tailwinds underpinned by China's national agenda in EV adoption will continue driving growth for NIO.\nNotably, the company expects China to be its most important market even as it charts its European (the world #2 EV market) expansion. NIO CEO William Li emphasized:\n\n If we look at the global market, we can see that\n China is still the biggest auto market and the biggest premium market, so China will still be the most important market for us. But I believe for the markets outside of China in the long term, they should account for around 50% of the -- of all sales of our product. (from NIO's FQ3'21 earnings call)\n\nTherefore, we expect China to continue driving the growth of the company moving forward as it scales. NIO highlighted that it currently has a maximum annual production capacity of 600K. Therefore, the company has positioned itself very well to scale its production moving forward. Considering its current YTD deliveries, we believe NIO's market opportunity is still in the early innings.\nNIO's Fledgling Market Opportunity\nChina's leading NEV makers YTD October 21 deliveries. Data source: Various company filings, China Passenger Car Association\nBYD Company Limited (OTCPK:BYDDF) is China's leading NEV maker. Its YTD deliveries (through October 21) highlight the company's undisputed leadership. We also discussed BYD's thesis in a recent article. Notwithstanding, NIO continues to lead its pure-play peers on YTD deliveries. However, the competition is very close. Nonetheless, we believe that China's massive tailwinds driving EV adoptions would continue to benefit NIO and its peers.\nIn addition, even though NIO reported underwhelming October delivery numbers, we don't believe it's a cause of concern. We will touch more on that later.\nNIO YTD October 21 deliveries by month. Data source: Company filings\nNIO quarterly deliveries by model. Data source: Company filings\nReaders can observe the \"abnormally\" weak October delivery numbers of 3.67K. However, we are not unduly concerned about October's numbers. The company telegraphed it needed some downtime to adjust its manufacturing processes to scale ET7 (NIO's upcoming flagship sedan). Notably, the company emphasized that it has \"resumed normal production since late October.\" Li articulated (edited for brevity):\n\n ...To prepare for further capacity expansion and new product introductions including ET7, we implemented upgrades and the restructuring of the manufacturing lines at the Hefei JAC-NIO Advanced Manufacturing Center.\n Affected by the upgrades and the restructuring, we delivered 3,667 vehicles in October. The plant has resumed normal production since late October. (from NIO's FQ3'21 earnings call)\n\nTherefore, we are not too concerned with October's problems. The company guided Q4 deliveries to be between 23.5K to 25.5K. Hence, Q4 deliveries are estimated to be about 24.5K at the midpoint of NIO's guidance. Therefore, QoQ growth is estimated to be flat. Notwithstanding, if we account for October's \"abnormally\" weak numbers, the company expects strong deliveries in November and December. On average, the company expects to deliver about 10.42K units each month for November and December, respectively. That would place it in line with September's record month of 10.63K deliveries. Therefore, the worries about October's weakness have been overblown.\nNIO's expected deliveries for FY21 would amount to about 90.9K units. Compared to its annual production capacity of 600K units, it's clear that NIO expects to ramp production rapidly moving forward. While it might take some time to reach the 600K annualized run rate, NIO is preparing to launch 3 new products (including ET7) based on its NIO Technology Platform 2.0 in 2022. Therefore, the company is actively refreshing its slate and expects to continue its rapid delivery growth next year.\nNotably, the company also expects to navigate the chip supply crunch well. It has also impacted NIO in the near term. However, NIO demonstrated its capabilities on its in-house technology as Li explained that they have managed to get around those problems. Li added:\n\n I would like to specifically mention that because the\n many domain controllers in our vehicles are actually developed by ourselves in-house. So if there is a shortage of certain chips in the domain controllers, our teams have the capability to quickly find the alternative and do the rapid validation and faster production of those vehicles and the chips. So because of these capabilities, we have already\n resolved some chip shortage situations happened to our vehicles. (from NIO's FQ3 earnings call)\n\nConsensus Estimates Also Agree With NIO's Rapid Expansion\nNIO LTM revenue & operating margins. Data source: S&P Capital IQ\nNIO est. revenue mean consensus & est. EBIT margins. Data source: S&P Capital IQ\nReaders can quickly glean from the first chart above that NIO has expanded its top line rapidly. Notably, it has also managed to improve its operating leverage tremendously as it scales. As explained, we believe that NIO is very early on in its profitability growth. Given that it has an annualized production capacity of 600K, NIO is still expected to grow rapidly. The company is estimated to grow its top line by a phenomenal CAGR of 77.7% through FY23.\nNotably, its EBIT consensus estimates also point to a lower EBIT loss margin of 2.1% in FY22. NIO is estimated to turn EBIT profitable by FY23, with an est. EBIT margin of 3.2%.\nTherefore, NIO investors can continue to expect the company to gain traction in its European journey and its home market. In addition, we encourage investors to pay close attention to its new product launches in 2022 as the company expects a strong delivery cadence moving forward. Notwithstanding, based on FQ4'21's guidance, November and December delivery numbers should also be impressive.\nSo, is NIO Stock a Buy Now?\nNIO stock EV/NTM Revenue 3Y mean.\nNIO stock is trading at an EV/NTM Revenue of 7.9x. It has come a long way down from its January highs. Moreover, it's also just about 14% above its 3Y mean. Therefore, we believe that NIO stock's valuation seems attractive now. It's a much stronger company than it was three years ago. In addition, it has also significantly improved its operating leverage. Coupled with strong secular drivers underpinning its rapid growth ahead, we believe long-term investors would do well to sit on it. If NIO can continue to build on its delivery cadence, we think that the stock will be re-rated moving ahead in FY22. Therefore, investors should capitalize on its weakness now to add NIO stock to their portfolios.\nConsequently, werate NIO stock at Buy.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175762808,"gmtCreate":1627049607604,"gmtModify":1633768434340,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568080589577956","idStr":"3568080589577956"},"themes":[],"htmlText":"[流泪]","listText":"[流泪]","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175762808","repostId":"1130594083","repostType":4,"repost":{"id":"1130594083","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627048820,"share":"https://www.laohu8.com/m/news/1130594083?lang=zh_CN&edition=full","pubTime":"2021-07-23 22:00","market":"us","language":"zh","title":"【异动】热门中概股普跌，贝壳跌超23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130594083","media":"老虎资讯综合","summary":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3","content":"<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】热门中概股普跌，贝壳跌超23%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】热门中概股普跌，贝壳跌超23%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，热门中概股普跌，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超23%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超17%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>跌超14%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>跌超11%，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超9%，叮咚买菜、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>与百度跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中依旧“颓废”，晚间新东方、<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。</p>\n<p>同时，晚间<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BEKE":"贝壳","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130594083","content_text":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3%。\n高途、好未来、新东方盘中依旧“颓废”，晚间新东方、一起教育科技等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。\n同时，晚间摩根大通将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}