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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 的股票可能会下跌，但绝对不会下跌</blockquote>

2021-11-18

[微笑]

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

2021-11-11

[财迷]

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

2021-11-02

[财迷]

Cathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>Cathie Wood 有望从 Skillz 股票中赚大钱</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%。该股昨天飙升近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":3300,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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%。该股昨天飙升近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":4141,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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>发生了什么事</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：NIO）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。尽管客户似乎渴望购买一辆，但蔚来股票的持续下跌导致该股价值在过去一个月下跌了 22%。今天，股价下跌1.03%，并在延长时段内继续下跌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特定于公司的新闻，但上周末推出了新款 ET5 电动轿车，希望能够与之竞争<b>特斯拉</b>s（纳斯达克股票代码：TSLA）Model 3。随着特斯拉首席执行官埃隆·马斯克今天再次发布新闻，投资者可能正在避开蔚来股票，转而购买特斯拉股票。但蔚来计划从这里扩张的不仅仅是 ET5。</blockquote></p><p> Now what</p><p><blockquote>现在呢</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 William Li 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高的蔚来车型。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年走出中国大陆。该公司已经在挪威销售汽车，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，它将在超过25个国家开展业务。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>发生了什么事</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：NIO）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。尽管客户似乎渴望购买一辆，但蔚来股票的持续下跌导致该股价值在过去一个月下跌了 22%。今天，股价下跌1.03%，并在延长时段内继续下跌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特定于公司的新闻，但上周末推出了新款 ET5 电动轿车，希望能够与之竞争<b>特斯拉</b>s（纳斯达克股票代码：TSLA）Model 3。随着特斯拉首席执行官埃隆·马斯克今天再次发布新闻，投资者可能正在避开蔚来股票，转而购买特斯拉股票。但蔚来计划从这里扩张的不仅仅是 ET5。</blockquote></p><p> Now what</p><p><blockquote>现在呢</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 William Li 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高的蔚来车型。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年走出中国大陆。该公司已经在挪威销售汽车，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，它将在超过25个国家开展业务。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":3902,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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 的股票可能会下跌，但绝对不会下跌</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公司在 2021 年蓬勃发展的双赢组合。但 Palantir Technologies（纽约证券交易所股票代码：PLTR）却挑战了这种方式……</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 的股票可能会下跌，但绝对不会下跌</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\">\nPalantir Stock May Be Down, But It’s Definitely Not Out<blockquote>Palantir 的股票可能会下跌，但绝对不会下跌</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公司在 2021 年蓬勃发展的双赢组合。但 Palantir Technologies（纽约证券交易所股票代码：PLTR）却挑战了这种方式……</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":3646,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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 年值得关注的内容</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，因为它明年将积极扩展到欧洲。</li><li>我们讨论投资者在 2022 年及以后应该期待什么。</li><li>我们还讨论了投资者现在是否应该增加蔚来股票。</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）是中国领先的新型电动汽车（NEV）企业之一。尽管几年前几乎破产，但这家纯粹的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>蔚来公布的10月份交付量疲软。尽管如此，该公司年初至今的总交付量在其领先的纯游戏同行中仍然处于领先地位。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埃隆·马斯克（Elon Musk）名言中国将成为特斯拉（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到了增持该股的时候了。</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。尽管该公司今年年初表现强劲，但在 2021 年 2 月从成长型股票转向价值型股票后，其上涨势头崩溃。尽管5月份出现了显著复苏，但仍处于盘整阶段。相比之下，迄今为止，其中国新能源汽车同行的表现更好。蔚来股票目前表现逊于中国领先的新能源汽车同行，特斯拉股票年初至今回报率为-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开展业务</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>尽管蔚来汽车面临着令人惊讶的困境，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，在2020年夺回了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，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%，截至 9 月份年初至今平均为 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，以中国电动汽车采用国家议程为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。蔚来首席执行官李伟明强调：</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>如果我们看看全球市场，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，中国以外的市场应该占我们产品总销售额的50%左右。（摘自蔚来汽车 2021 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，该公司已经做好了很好的准备，以扩大其生产规模。考虑到蔚来汽车目前的年初交付量，我们认为蔚来汽车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会</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。数据来源：各公司备案、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。其年初至今的交付成果（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，蔚来在年初至今的交付量方面继续领先于纯游戏同行。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，尽管蔚来报告的 10 月份交付数据令人失望，但我们认为这并不令人担忧。我们稍后会详细讨论这个问题。</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 日按月交付。数据来源：公司文件</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>按型号划分的蔚来季度交付量。数据来源：公司文件</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“异常”疲软的 10 月份交付数量为 3.67K。然而，我们并不过分担心十月份的数字。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”。李阐明（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>...为进一步扩大产能和引进包括ET7在内的新产品，我们对合肥江淮-蔚来先进制造中心的生产线进行了升级和重组。<i>受升级重组影响，10月份交付3，667辆</i>该厂自10月下旬起已恢复正常生产。（摘自蔚来2021年第三季度财报看涨期权）因此，我们并不太担心10月份的问题。该公司预计第四季度交付量将在 2.35 万至 2.55 万辆之间。因此，在蔚来指导的中点，第四季度交付量估计约为 2.45 万辆。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 月每月交付约 10.42,000 辆。这将使其与 9 月份创纪录的 10,63,000 辆交付量保持一致。因此，对10月份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>蔚来汽车预计 2021 财年交付量约为 9.09 万辆。与60万辆的年产能相比，蔚来显然预计未来将迅速提高产量。虽然达到60万辆的年化运行率可能需要一些时间，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，该公司正在积极更新其名单，并预计明年交付量将继续快速增长。</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。它也在短期内影响了蔚来。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是我们自己在内部开发的</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。因此，由于这些能力，我们已经<i>解决了我们车辆出现的一些芯片短缺情况</i>.（摘自蔚来第三季度盈利看涨期权）<b>共识估计也同意蔚来的快速扩张</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：S&amp;P Capital IQ</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>蔚来是。收入平均值共识和预计。息税前利润率。数据来源：S&amp;P Capital IQ</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了解到，蔚来已经迅速扩大了其营收。值得注意的是，随着规模的扩大，它还设法大大提高了运营杠杆。如前所述，我们认为蔚来的盈利增长处于早期阶段。鉴于其年产能为60万辆，蔚来仍有望快速增长。据估计，该公司通过2023财年将以惊人的 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也表明 2022 财年息税前利润亏损率较低，为 2.1%。2023财年预计蔚来将实现息税前利润，预计为 est。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国内市场获得牵引力。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交付节奏将强劲。尽管如此，根据 Q4’21 的指导，11 月和 12 月的交付数据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，它也仅比 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，还大幅提升了经营杠杆。再加上支撑其未来快速增长的强大长期驱动力，我们相信长期投资者会做得很好。如果蔚来能够继续保持其交付节奏，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弱点，将蔚来股票纳入其投资组合。</blockquote></p><p> Consequently, we<i>rate NIO stock at Buy</i>.</p><p><blockquote>因此，我们<i>将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 年值得关注的内容</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 年值得关注的内容</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，因为它明年将积极扩展到欧洲。</li><li>我们讨论投资者在 2022 年及以后应该期待什么。</li><li>我们还讨论了投资者现在是否应该增加蔚来股票。</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）是中国领先的新型电动汽车（NEV）企业之一。尽管几年前几乎破产，但这家纯粹的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>蔚来公布的10月份交付量疲软。尽管如此，该公司年初至今的总交付量在其领先的纯游戏同行中仍然处于领先地位。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埃隆·马斯克（Elon Musk）名言中国将成为特斯拉（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到了增持该股的时候了。</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。尽管该公司今年年初表现强劲，但在 2021 年 2 月从成长型股票转向价值型股票后，其上涨势头崩溃。尽管5月份出现了显著复苏，但仍处于盘整阶段。相比之下，迄今为止，其中国新能源汽车同行的表现更好。蔚来股票目前表现逊于中国领先的新能源汽车同行，特斯拉股票年初至今回报率为-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开展业务</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>尽管蔚来汽车面临着令人惊讶的困境，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，在2020年夺回了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，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%，截至 9 月份年初至今平均为 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，以中国电动汽车采用国家议程为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。蔚来首席执行官李伟明强调：</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>如果我们看看全球市场，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，中国以外的市场应该占我们产品总销售额的50%左右。（摘自蔚来汽车 2021 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，该公司已经做好了很好的准备，以扩大其生产规模。考虑到蔚来汽车目前的年初交付量，我们认为蔚来汽车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会</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。数据来源：各公司备案、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。其年初至今的交付成果（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，蔚来在年初至今的交付量方面继续领先于纯游戏同行。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，尽管蔚来报告的 10 月份交付数据令人失望，但我们认为这并不令人担忧。我们稍后会详细讨论这个问题。</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 日按月交付。数据来源：公司文件</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>按型号划分的蔚来季度交付量。数据来源：公司文件</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“异常”疲软的 10 月份交付数量为 3.67K。然而，我们并不过分担心十月份的数字。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”。李阐明（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>...为进一步扩大产能和引进包括ET7在内的新产品，我们对合肥江淮-蔚来先进制造中心的生产线进行了升级和重组。<i>受升级重组影响，10月份交付3，667辆</i>该厂自10月下旬起已恢复正常生产。（摘自蔚来2021年第三季度财报看涨期权）因此，我们并不太担心10月份的问题。该公司预计第四季度交付量将在 2.35 万至 2.55 万辆之间。因此，在蔚来指导的中点，第四季度交付量估计约为 2.45 万辆。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 月每月交付约 10.42,000 辆。这将使其与 9 月份创纪录的 10,63,000 辆交付量保持一致。因此，对10月份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>蔚来汽车预计 2021 财年交付量约为 9.09 万辆。与60万辆的年产能相比，蔚来显然预计未来将迅速提高产量。虽然达到60万辆的年化运行率可能需要一些时间，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，该公司正在积极更新其名单，并预计明年交付量将继续快速增长。</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。它也在短期内影响了蔚来。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是我们自己在内部开发的</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。因此，由于这些能力，我们已经<i>解决了我们车辆出现的一些芯片短缺情况</i>.（摘自蔚来第三季度盈利看涨期权）<b>共识估计也同意蔚来的快速扩张</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：S&amp;P Capital IQ</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>蔚来是。收入平均值共识和预计。息税前利润率。数据来源：S&amp;P Capital IQ</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了解到，蔚来已经迅速扩大了其营收。值得注意的是，随着规模的扩大，它还设法大大提高了运营杠杆。如前所述，我们认为蔚来的盈利增长处于早期阶段。鉴于其年产能为60万辆，蔚来仍有望快速增长。据估计，该公司通过2023财年将以惊人的 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也表明 2022 财年息税前利润亏损率较低，为 2.1%。2023财年预计蔚来将实现息税前利润，预计为 est。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国内市场获得牵引力。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交付节奏将强劲。尽管如此，根据 Q4’21 的指导，11 月和 12 月的交付数据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，它也仅比 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，还大幅提升了经营杠杆。再加上支撑其未来快速增长的强大长期驱动力，我们相信长期投资者会做得很好。如果蔚来能够继续保持其交付节奏，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弱点，将蔚来股票纳入其投资组合。</blockquote></p><p> Consequently, we<i>rate NIO stock at Buy</i>.</p><p><blockquote>因此，我们<i>将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":3888,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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顶线</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>由于长期通胀迹象，美国股指周四将从连续两天的抛售中反弹，而华特迪士尼公司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>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：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>本周美国和其他主要经济体发出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%，导致道琼斯指数成分股下跌，该公司报告 Disney+ 订阅量出现自该服务推出以来的最小增幅，并公布其主题公园部门的利润低迷。</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事态发展，乔·拜登总统仍在权衡是让杰罗姆·鲍威尔连任还是提拔美联储理事莱尔·布雷纳德担任该职位。</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，在首席执行官埃隆·马斯克本周出售价值约 50 亿美元的股票后，特斯拉股价上涨了约 2%。他仍然持有超过1.66亿股股票。</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周三在纳斯达克上市后，该公司股价在早盘交易中上涨了 6% 以上。IPO 拉动了 Rivian 等其他电动汽车股的上涨。蔚来和菲斯克股价上涨约 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）--这家另类肉类公司公布第三季度每股亏损 87 美分，超出预期，股价暴跌近 20%，而预期为每股亏损 39 美分。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）--数字银行 SoFi 在周三晚间公布好于预期的季度业绩后，股价大涨 13%。据 Refinitiv 称，SoFi 每股亏损 5 美分，而分析师的预期为每股亏损 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\">肯定控股公司。</a>(AFRM）--先买后付的宠儿 Affirm 在宣布扩大与亚马逊的合作关系后，其股价在早盘交易中上涨了 25%，并公布季度营收超出预期，达到 2.694 亿美元，而预期为 2.482 亿美元。据路孚特称，Affirm 还报告季度亏损。</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以及处理量比上一年增长 60% 后，股价上涨了 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）--据路孚特（Refinitiv）称，这家化妆品公司在宣布季度收益符合预期，收入超过华尔街预测后，股价上涨了约 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\">华特·迪士尼</a>(DIS) — 迪士尼股价在周四早盘交易中下跌近 5%，此前其第三季度业绩未达到顶线和底线预期。根据 Refinitiv 的数据，这家媒体巨头公布的每股利润为 37 美分，营收为 185.3 亿美元，而分析师预期的每股利润为 51 美分，营收为 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) — 据 Refinitiv 称，这款约会应用的股价在报告每股亏损 6 美分后下跌近 9%，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顶线</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，在首席执行官埃隆·马斯克本周出售价值约 50 亿美元的股票后，特斯拉股价上涨了约 2%。他仍然持有超过1.66亿股股票。</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周三在纳斯达克上市后，该公司股价在早盘交易中上涨了 6% 以上。IPO 拉动了 Rivian 等其他电动汽车股的上涨。蔚来和菲斯克股价上涨约 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）--这家另类肉类公司公布第三季度每股亏损 87 美分，超出预期，股价暴跌近 20%，而预期为每股亏损 39 美分。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）--数字银行 SoFi 在周三晚间公布好于预期的季度业绩后，股价大涨 13%。据 Refinitiv 称，SoFi 每股亏损 5 美分，而分析师的预期为每股亏损 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\">肯定控股公司。</a>(AFRM）--先买后付的宠儿 Affirm 在宣布扩大与亚马逊的合作关系后，其股价在早盘交易中上涨了 25%，并公布季度营收超出预期，达到 2.694 亿美元，而预期为 2.482 亿美元。据路孚特称，Affirm 还报告季度亏损。</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以及处理量比上一年增长 60% 后，股价上涨了 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）--据路孚特（Refinitiv）称，这家化妆品公司在宣布季度收益符合预期，收入超过华尔街预测后，股价上涨了约 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\">华特·迪士尼</a>(DIS) — 迪士尼股价在周四早盘交易中下跌近 5%，此前其第三季度业绩未达到顶线和底线预期。根据 Refinitiv 的数据，这家媒体巨头公布的每股利润为 37 美分，营收为 185.3 亿美元，而分析师预期的每股利润为 51 美分，营收为 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) — 据 Refinitiv 称，这款约会应用的股价在报告每股亏损 6 美分后下跌近 9%，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,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3828,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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>Cathie Wood 有望从 Skillz 股票中赚大钱</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>10 月 21 日，Ark Innovation ETF（纽约证券交易所股票代码：ARKK）购买了 210 万股 Skillz（纽约证券交易所股票代码：SKLZ）。据 24/7 Wall St. 报道，此次 SKLZ 股票购买使 ETF 持有的电子竞技游戏公司总数达到 ...</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Stands to Make a Lot of Money From Skillz Stock<blockquote>Cathie Wood 有望从 Skillz 股票中赚大钱</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>10 月 21 日，Ark Innovation ETF（纽约证券交易所股票代码：ARKK）购买了 210 万股 Skillz（纽约证券交易所股票代码：SKLZ）。据 24/7 Wall St. 报道，此次 SKLZ 股票购买使 ETF 持有的电子竞技游戏公司总数达到 ...</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":{},"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":2978,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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":5095,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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":3349,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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）在中国政府采取最新举措加强对中国互联网巨头的控制之后，中国科技股的抛售浪潮已经持续了第五天。</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网络平台运营商之间不正当竞争的规则草案后，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%。在此之前，周一中国网络游戏公司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（Securities and Exchange Commission）警告投资中国股票的风险，这种批评一夜之间波及到了美国交易。</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了一场旨在根除大量问题行为的运动之后提出的。在此之前，中国政府在反垄断、数据安全和网约车等领域采取措施约束中国互联网领导者。</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）在中国政府采取最新举措加强对中国互联网巨头的控制之后，中国科技股的抛售浪潮已经持续了第五天。</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网络平台运营商之间不正当竞争的规则草案后，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%。在此之前，周一中国网络游戏公司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（Securities and Exchange Commission）警告投资中国股票的风险，这种批评一夜之间波及到了美国交易。</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了一场旨在根除大量问题行为的运动之后提出的。在此之前，中国政府在反垄断、数据安全和网约车等领域采取措施约束中国互联网领导者。</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":3399,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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":1271,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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","TTTN":"老虎中美互联网巨头ETF","BEKE":"贝壳"},"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":1306,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</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 来自盖蒂图片社</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>随着福特公司（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）未来将面临另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，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</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，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，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。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，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%。美国只是全球第三大插电式电动汽车市场。</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>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界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>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</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，这些市场将迎来世界上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，电动汽车销量将超过全球所有其他市场。</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和更有利的监管框架，这里的赢家将是：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>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：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座轿跑车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>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，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希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是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。福特提议斥资 300 亿美元用于车队电气化，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>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与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这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：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 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建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>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。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：由于前期折扣，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随着时间的推移更好的性能。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流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地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>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。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，这应该会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比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</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 ”模式是天才之作，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 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。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 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>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</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>数据由YCharts提供</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>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 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>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。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%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</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>蔚来有更大的风险……</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。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。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影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</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。在中国和欧洲的强劲采用率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，堪称天才。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，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。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。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</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 来自盖蒂图片社</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>随着福特公司（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）未来将面临另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，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</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，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，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。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，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%。美国只是全球第三大插电式电动汽车市场。</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>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界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>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</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，这些市场将迎来世界上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，电动汽车销量将超过全球所有其他市场。</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和更有利的监管框架，这里的赢家将是：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>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：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座轿跑车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>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，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希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是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。福特提议斥资 300 亿美元用于车队电气化，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>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与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这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：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 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建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>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。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：由于前期折扣，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随着时间的推移更好的性能。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流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地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>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。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，这应该会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比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</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 ”模式是天才之作，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 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。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 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>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</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>数据由YCharts提供</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>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 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>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。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%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</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>蔚来有更大的风险……</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。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。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影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</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。在中国和欧洲的强劲采用率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，堪称天才。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，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。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。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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":{"NIO":"蔚来","F":"福特汽车"},"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":1007,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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顶线</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>由于长期通胀迹象，美国股指周四将从连续两天的抛售中反弹，而华特迪士尼公司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>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：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>本周美国和其他主要经济体发出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%，导致道琼斯指数成分股下跌，该公司报告 Disney+ 订阅量出现自该服务推出以来的最小增幅，并公布其主题公园部门的利润低迷。</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事态发展，乔·拜登总统仍在权衡是让杰罗姆·鲍威尔连任还是提拔美联储理事莱尔·布雷纳德担任该职位。</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，在首席执行官埃隆·马斯克本周出售价值约 50 亿美元的股票后，特斯拉股价上涨了约 2%。他仍然持有超过1.66亿股股票。</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周三在纳斯达克上市后，该公司股价在早盘交易中上涨了 6% 以上。IPO 拉动了 Rivian 等其他电动汽车股的上涨。蔚来和菲斯克股价上涨约 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）--这家另类肉类公司公布第三季度每股亏损 87 美分，超出预期，股价暴跌近 20%，而预期为每股亏损 39 美分。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）--数字银行 SoFi 在周三晚间公布好于预期的季度业绩后，股价大涨 13%。据 Refinitiv 称，SoFi 每股亏损 5 美分，而分析师的预期为每股亏损 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\">肯定控股公司。</a>(AFRM）--先买后付的宠儿 Affirm 在宣布扩大与亚马逊的合作关系后，其股价在早盘交易中上涨了 25%，并公布季度营收超出预期，达到 2.694 亿美元，而预期为 2.482 亿美元。据路孚特称，Affirm 还报告季度亏损。</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以及处理量比上一年增长 60% 后，股价上涨了 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）--据路孚特（Refinitiv）称，这家化妆品公司在宣布季度收益符合预期，收入超过华尔街预测后，股价上涨了约 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\">华特·迪士尼</a>(DIS) — 迪士尼股价在周四早盘交易中下跌近 5%，此前其第三季度业绩未达到顶线和底线预期。根据 Refinitiv 的数据，这家媒体巨头公布的每股利润为 37 美分，营收为 185.3 亿美元，而分析师预期的每股利润为 51 美分，营收为 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) — 据 Refinitiv 称，这款约会应用的股价在报告每股亏损 6 美分后下跌近 9%，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顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-11 21:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<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>由于长期通胀迹象，美国股指周四将从连续两天的抛售中反弹，而华特迪士尼公司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>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：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>本周美国和其他主要经济体发出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%，导致道琼斯指数成分股下跌，该公司报告 Disney+ 订阅量出现自该服务推出以来的最小增幅，并公布其主题公园部门的利润低迷。</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事态发展，乔·拜登总统仍在权衡是让杰罗姆·鲍威尔连任还是提拔美联储理事莱尔·布雷纳德担任该职位。</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，在首席执行官埃隆·马斯克本周出售价值约 50 亿美元的股票后，特斯拉股价上涨了约 2%。他仍然持有超过1.66亿股股票。</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周三在纳斯达克上市后，该公司股价在早盘交易中上涨了 6% 以上。IPO 拉动了 Rivian 等其他电动汽车股的上涨。蔚来和菲斯克股价上涨约 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）--这家另类肉类公司公布第三季度每股亏损 87 美分，超出预期，股价暴跌近 20%，而预期为每股亏损 39 美分。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）--数字银行 SoFi 在周三晚间公布好于预期的季度业绩后，股价大涨 13%。据 Refinitiv 称，SoFi 每股亏损 5 美分，而分析师的预期为每股亏损 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\">肯定控股公司。</a>(AFRM）--先买后付的宠儿 Affirm 在宣布扩大与亚马逊的合作关系后，其股价在早盘交易中上涨了 25%，并公布季度营收超出预期，达到 2.694 亿美元，而预期为 2.482 亿美元。据路孚特称，Affirm 还报告季度亏损。</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以及处理量比上一年增长 60% 后，股价上涨了 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）--据路孚特（Refinitiv）称，这家化妆品公司在宣布季度收益符合预期，收入超过华尔街预测后，股价上涨了约 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\">华特·迪士尼</a>(DIS) — 迪士尼股价在周四早盘交易中下跌近 5%，此前其第三季度业绩未达到顶线和底线预期。根据 Refinitiv 的数据，这家媒体巨头公布的每股利润为 37 美分，营收为 185.3 亿美元，而分析师预期的每股利润为 51 美分，营收为 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) — 据 Refinitiv 称，这款约会应用的股价在报告每股亏损 6 美分后下跌近 9%，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,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3828,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</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 来自盖蒂图片社</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>随着福特公司（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）未来将面临另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，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</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，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，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。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，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%。美国只是全球第三大插电式电动汽车市场。</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>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界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>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</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，这些市场将迎来世界上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，电动汽车销量将超过全球所有其他市场。</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和更有利的监管框架，这里的赢家将是：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>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：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座轿跑车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>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，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希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是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。福特提议斥资 300 亿美元用于车队电气化，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>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与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这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：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 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建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>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。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：由于前期折扣，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随着时间的推移更好的性能。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流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地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>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。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，这应该会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比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</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 ”模式是天才之作，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 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。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 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>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</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>数据由YCharts提供</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>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 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>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。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%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</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>蔚来有更大的风险……</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。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。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影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</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。在中国和欧洲的强劲采用率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，堪称天才。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，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。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。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</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 来自盖蒂图片社</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>随着福特公司（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）未来将面临另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，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</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，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，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。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，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%。美国只是全球第三大插电式电动汽车市场。</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>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界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>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</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，这些市场将迎来世界上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，电动汽车销量将超过全球所有其他市场。</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和更有利的监管框架，这里的赢家将是：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>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：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座轿跑车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>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，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希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是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。福特提议斥资 300 亿美元用于车队电气化，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>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与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这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：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 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建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>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。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：由于前期折扣，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随着时间的推移更好的性能。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流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地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>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。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，这应该会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比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</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 ”模式是天才之作，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 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。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 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>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</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>数据由YCharts提供</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>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 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>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。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%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</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>蔚来有更大的风险……</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。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。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影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</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。在中国和欧洲的强劲采用率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，堪称天才。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，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。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。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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":{"NIO":"蔚来","F":"福特汽车"},"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":1007,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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":3349,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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%。该股昨天飙升近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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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%。该股昨天飙升近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":4141,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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":1271,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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）在中国政府采取最新举措加强对中国互联网巨头的控制之后，中国科技股的抛售浪潮已经持续了第五天。</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网络平台运营商之间不正当竞争的规则草案后，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%。在此之前，周一中国网络游戏公司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（Securities and Exchange Commission）警告投资中国股票的风险，这种批评一夜之间波及到了美国交易。</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了一场旨在根除大量问题行为的运动之后提出的。在此之前，中国政府在反垄断、数据安全和网约车等领域采取措施约束中国互联网领导者。</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）在中国政府采取最新举措加强对中国互联网巨头的控制之后，中国科技股的抛售浪潮已经持续了第五天。</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网络平台运营商之间不正当竞争的规则草案后，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%。在此之前，周一中国网络游戏公司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（Securities and Exchange Commission）警告投资中国股票的风险，这种批评一夜之间波及到了美国交易。</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了一场旨在根除大量问题行为的运动之后提出的。在此之前，中国政府在反垄断、数据安全和网约车等领域采取措施约束中国互联网领导者。</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":3399,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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>Cathie Wood 有望从 Skillz 股票中赚大钱</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>10 月 21 日，Ark Innovation ETF（纽约证券交易所股票代码：ARKK）购买了 210 万股 Skillz（纽约证券交易所股票代码：SKLZ）。据 24/7 Wall St. 报道，此次 SKLZ 股票购买使 ETF 持有的电子竞技游戏公司总数达到 ...</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>Cathie Wood 有望从 Skillz 股票中赚大钱</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>Cathie Wood 有望从 Skillz 股票中赚大钱</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>10 月 21 日，Ark Innovation ETF（纽约证券交易所股票代码：ARKK）购买了 210 万股 Skillz（纽约证券交易所股票代码：SKLZ）。据 24/7 Wall St. 报道，此次 SKLZ 股票购买使 ETF 持有的电子竞技游戏公司总数达到 ...</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":{},"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":2978,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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":5095,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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%。该股昨天飙升近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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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%。该股昨天飙升近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":3300,"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,"idStr":"3568080589577956","authorIdStr":"3568080589577956"},"themes":[],"title":"","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.laohunote.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>发生了什么事</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：NIO）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。尽管客户似乎渴望购买一辆，但蔚来股票的持续下跌导致该股价值在过去一个月下跌了 22%。今天，股价下跌1.03%，并在延长时段内继续下跌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特定于公司的新闻，但上周末推出了新款 ET5 电动轿车，希望能够与之竞争<b>特斯拉</b>s（纳斯达克股票代码：TSLA）Model 3。随着特斯拉首席执行官埃隆·马斯克今天再次发布新闻，投资者可能正在避开蔚来股票，转而购买特斯拉股票。但蔚来计划从这里扩张的不仅仅是 ET5。</blockquote></p><p> Now what</p><p><blockquote>现在呢</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 William Li 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高的蔚来车型。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年走出中国大陆。该公司已经在挪威销售汽车，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，它将在超过25个国家开展业务。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>发生了什么事</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：NIO）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。尽管客户似乎渴望购买一辆，但蔚来股票的持续下跌导致该股价值在过去一个月下跌了 22%。今天，股价下跌1.03%，并在延长时段内继续下跌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特定于公司的新闻，但上周末推出了新款 ET5 电动轿车，希望能够与之竞争<b>特斯拉</b>s（纳斯达克股票代码：TSLA）Model 3。随着特斯拉首席执行官埃隆·马斯克今天再次发布新闻，投资者可能正在避开蔚来股票，转而购买特斯拉股票。但蔚来计划从这里扩张的不仅仅是 ET5。</blockquote></p><p> Now what</p><p><blockquote>现在呢</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 William Li 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高的蔚来车型。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年走出中国大陆。该公司已经在挪威销售汽车，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，它将在超过25个国家开展业务。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":3902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}