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2021-08-24

Uncertainty lies in Chinese regulations

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2021-07-31

Another article just stated that the bear has come out of the cave after weeks of hibernation.

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2021-06-20

Trust this article? When will crash happen.

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2021-06-17

Time to buy?

Gold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</blockquote>

2021-06-17

Who should you believe?

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2021-06-15

Useful article

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2021-05-03

Still more rise?

NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</blockquote>

2021-04-28

Lots of challenges, but EV is the future

Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>

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cave after weeks of hibernation.","text":"Another article just stated that the bear has come out of the cave after weeks of hibernation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802114678","repostId":"2155015426","repostType":4,"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165460455,"gmtCreate":1624155077877,"gmtModify":1634010186620,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569269304903580","authorIdStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Trust this article? When will crash happen.","listText":"Trust this article? When will crash happen.","text":"Trust this article? When will crash happen.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165460455","repostId":"1126454279","repostType":4,"isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161427445,"gmtCreate":1623938783487,"gmtModify":1631885484289,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569269304903580","authorIdStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Time to buy?","listText":"Time to buy?","text":"Time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161427445","repostId":"1198341576","repostType":4,"repost":{"id":"1198341576","kind":"news","pubTimestamp":1623936474,"share":"https://www.laohunote.com/m/news/1198341576?lang=zh_CN&edition=full","pubTime":"2021-06-17 21:27","market":"fut","language":"en","title":"Gold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198341576","media":"Bloomberg","summary":"(Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace o","content":"<p><div> (Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace of policy tightening amid optimism about the labor market and heightened concerns over inflation. The...</p><p><blockquote><div>（彭博社）——由于对劳动力市场的乐观情绪和对通胀的担忧加剧，美联储加快了预期的政策紧缩步伐，金价跌破每盎司 1,800 美元。这个……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Gold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</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\">\nGold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-17 21:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace of policy tightening amid optimism about the labor market and heightened concerns over inflation. The...</p><p><blockquote><div>（彭博社）——由于对劳动力市场的乐观情绪和对通胀的担忧加剧，美联储加快了预期的政策紧缩步伐，金价跌破每盎司 1,800 美元。这个……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">Bloomberg</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://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198341576","content_text":"(Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace of policy tightening amid optimism about the labor market and heightened concerns over inflation.\nThe metal slipped to the lowest in six weeks on Thursday as the dollar continued to strengthen, the day after Fed Chair Jerome Powell said the central bank would begin a discussion about scaling back bond purchases. It’s the first major hawkish turn from the central bank whose deluge of stimulus has been critical to bullion’s strong performance since the start of the pandemic.\nThe central bank also released forecasts that show it anticipates two interest-rate increases by the end of 2023 -- sooner than many thought -- which helped boost the dollar and U.S. bond yields, hurting gold. Bullion, which declined the most in five months on Wednesday, broke through a number of key technical support levels, including falling below its 100-day moving average.\n“We have a negative outlook, expecting gold to fall to $1,600 an ounce over the next six to 12 months,” said Giovanni Staunovo, an analyst at UBS Group AG. “At some point the Fed will not talk about taper but also implement it.”\nSpot gold declined 1.7% to $1,780.97 an ounce as of 2:07 p.m. in London, after earlier dropping to $1,776.08, the lowest intraday level since May 5. Silver, platinum and palladium also declined. The Bloomberg Dollar Spot Index gained 0.5% after rising 0.9% on Wednesday.\nBullion fell as investors weigh the outcome of the Fed’s two-day gathering. Despite the hawkish pivot, Powell said the interest-rate forecasts “should be taken with a big grain of salt,” and cautioned that discussions about raising rates would be “highly premature.” The central bank also upped its inflation forecasts, though Powell continued to insist price pressures would prove transitory.\n“Once again the million dollar question is whether inflation will be a passing phenomenon or longer lasting?” Ole Hansen, head of commodity strategy at Saxo Bank A/S, said in a note. “For now the market trusts the judgement of the Federal Reserve and until data potentially proves them wrong, gold and with that also silver may face another challenging period.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161426374,"gmtCreate":1623938692098,"gmtModify":1634025598083,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569269304903580","authorIdStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Who should you believe?","listText":"Who should you believe?","text":"Who should you believe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161426374","repostId":"2144056746","repostType":4,"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187427694,"gmtCreate":1623762719718,"gmtModify":1634028770782,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569269304903580","authorIdStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Useful article","listText":"Useful article","text":"Useful article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187427694","repostId":"2143735752","repostType":4,"isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108975676,"gmtCreate":1619997810395,"gmtModify":1634208747727,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569269304903580","authorIdStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Still more rise?","listText":"Still more rise?","text":"Still more rise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108975676","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","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":1619792975,"share":"https://www.laohunote.com/m/news/1142070002?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%，此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</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 rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</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 rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</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\">2021-04-30 22:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%，此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377728867,"gmtCreate":1619566592859,"gmtModify":1634211797237,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569269304903580","authorIdStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Lots of challenges, but EV is the future","listText":"Lots of challenges, but EV is the future","text":"Lots of challenges, but EV is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377728867","repostId":"1119653987","repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://www.laohunote.com/m/news/1119653987?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":834654556,"gmtCreate":1629800908675,"gmtModify":1633682361556,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Uncertainty lies in Chinese regulations","listText":"Uncertainty lies in Chinese regulations","text":"Uncertainty lies in Chinese regulations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834654556","repostId":"1186636161","repostType":4,"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802114678,"gmtCreate":1627732750894,"gmtModify":1633756749060,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Another article just stated that the bear has come out of the cave after weeks of hibernation.","listText":"Another article just stated that the bear has come out of the cave after weeks of hibernation.","text":"Another article just stated that the bear has come out of the cave after weeks of hibernation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802114678","repostId":"2155015426","repostType":4,"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165460455,"gmtCreate":1624155077877,"gmtModify":1634010186620,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Trust this article? When will crash happen.","listText":"Trust this article? When will crash happen.","text":"Trust this article? When will crash happen.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165460455","repostId":"1126454279","repostType":4,"isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108975676,"gmtCreate":1619997810395,"gmtModify":1634208747727,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Still more rise?","listText":"Still more rise?","text":"Still more rise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108975676","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","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":1619792975,"share":"https://www.laohunote.com/m/news/1142070002?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%，此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</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 rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</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 rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</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\">2021-04-30 22:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%，此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187427694,"gmtCreate":1623762719718,"gmtModify":1634028770782,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Useful article","listText":"Useful article","text":"Useful article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187427694","repostId":"2143735752","repostType":4,"isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161427445,"gmtCreate":1623938783487,"gmtModify":1631885484289,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Time to buy?","listText":"Time to buy?","text":"Time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161427445","repostId":"1198341576","repostType":4,"repost":{"id":"1198341576","kind":"news","pubTimestamp":1623936474,"share":"https://www.laohunote.com/m/news/1198341576?lang=zh_CN&edition=full","pubTime":"2021-06-17 21:27","market":"fut","language":"en","title":"Gold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198341576","media":"Bloomberg","summary":"(Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace o","content":"<p><div> (Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace of policy tightening amid optimism about the labor market and heightened concerns over inflation. The...</p><p><blockquote><div>（彭博社）——由于对劳动力市场的乐观情绪和对通胀的担忧加剧，美联储加快了预期的政策紧缩步伐，金价跌破每盎司 1,800 美元。这个……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Gold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</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\">\nGold Drops Below $1,800 After Fed Takes More Hawkish Turn<blockquote>美联储转向更加鹰派后金价跌破 1,800 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-17 21:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace of policy tightening amid optimism about the labor market and heightened concerns over inflation. The...</p><p><blockquote><div>（彭博社）——由于对劳动力市场的乐观情绪和对通胀的担忧加剧，美联储加快了预期的政策紧缩步伐，金价跌破每盎司 1,800 美元。这个……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html\">Bloomberg</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://finance.yahoo.com/news/gold-steadies-losing-mojo-fed-011347508.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198341576","content_text":"(Bloomberg) -- Gold slumped below $1,800 an ounce as the Federal Reserve sped up its expected pace of policy tightening amid optimism about the labor market and heightened concerns over inflation.\nThe metal slipped to the lowest in six weeks on Thursday as the dollar continued to strengthen, the day after Fed Chair Jerome Powell said the central bank would begin a discussion about scaling back bond purchases. It’s the first major hawkish turn from the central bank whose deluge of stimulus has been critical to bullion’s strong performance since the start of the pandemic.\nThe central bank also released forecasts that show it anticipates two interest-rate increases by the end of 2023 -- sooner than many thought -- which helped boost the dollar and U.S. bond yields, hurting gold. Bullion, which declined the most in five months on Wednesday, broke through a number of key technical support levels, including falling below its 100-day moving average.\n“We have a negative outlook, expecting gold to fall to $1,600 an ounce over the next six to 12 months,” said Giovanni Staunovo, an analyst at UBS Group AG. “At some point the Fed will not talk about taper but also implement it.”\nSpot gold declined 1.7% to $1,780.97 an ounce as of 2:07 p.m. in London, after earlier dropping to $1,776.08, the lowest intraday level since May 5. Silver, platinum and palladium also declined. The Bloomberg Dollar Spot Index gained 0.5% after rising 0.9% on Wednesday.\nBullion fell as investors weigh the outcome of the Fed’s two-day gathering. Despite the hawkish pivot, Powell said the interest-rate forecasts “should be taken with a big grain of salt,” and cautioned that discussions about raising rates would be “highly premature.” The central bank also upped its inflation forecasts, though Powell continued to insist price pressures would prove transitory.\n“Once again the million dollar question is whether inflation will be a passing phenomenon or longer lasting?” Ole Hansen, head of commodity strategy at Saxo Bank A/S, said in a note. “For now the market trusts the judgement of the Federal Reserve and until data potentially proves them wrong, gold and with that also silver may face another challenging period.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161426374,"gmtCreate":1623938692098,"gmtModify":1634025598083,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Who should you believe?","listText":"Who should you believe?","text":"Who should you believe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161426374","repostId":"2144056746","repostType":4,"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377728867,"gmtCreate":1619566592859,"gmtModify":1634211797237,"author":{"id":"3569269304903580","authorId":"3569269304903580","name":"股市眈眈","avatar":"https://static.tigerbbs.com/1b8130eeffeaf2e622f537f9117b8214","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569269304903580","idStr":"3569269304903580"},"themes":[],"title":"","htmlText":"Lots of challenges, but EV is the future","listText":"Lots of challenges, but EV is the future","text":"Lots of challenges, but EV is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377728867","repostId":"1119653987","repostType":4,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://www.laohunote.com/m/news/1119653987?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}