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2021-07-01

nice 👍🏻

Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>

2021-06-17

interesting

抱歉，原内容已删除

2021-06-16

lets wait n see

Tesla Going Through A "Rather Dry Spell", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>

2021-06-15

interesting

抱歉，原内容已删除

2021-06-14

$Palantir Technologies Inc.(PLTR)$Pltr, up pls

2021-06-14

Go go go tesla

抱歉，原内容已删除

2021-06-14

🤔 mmm

2021-06-13

$Palantir Technologies Inc.(PLTR)$Pltr, quickly up

2021-06-13

interesting

抱歉，原内容已删除

2021-06-12

$Palantir Technologies Inc.(PLTR)$Pltr

2021-06-12

Dell ...

2021-06-11

AI, wow..

抱歉，原内容已删除

2021-06-10

Apple

2021-06-09

Pltr hopefully

抱歉，原内容已删除

2021-06-09

$Apple(AAPL)$Apple

2021-06-08

$Palantir Technologies Inc.(PLTR)$Pltr, quickly up

2021-06-07

$Palantir Technologies Inc.(PLTR)$Pltr slowly

2021-06-06

If not “If”, so “So When Leh”

Can NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗？我们认为这是一个“何时”而不是“如果”的问题</blockquote>

2021-06-06

Apple

2021-06-05

got potential?

去老虎APP查看更多动态

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👍🏻","listText":"nice 👍🏻","text":"nice 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151218598","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","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":1625067394,"share":"https://www.laohunote.com/m/news/1121473384?lang=zh_CN&edition=full","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. 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Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</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\">2021-06-30 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</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":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163248723,"gmtCreate":1623887340062,"gmtModify":1634026515822,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"interesting&nbsp;","listText":"interesting&nbsp;","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/163248723","repostId":"2144289713","repostType":4,"isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160232749,"gmtCreate":1623799138381,"gmtModify":1634028164795,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"lets wait n see","listText":"lets wait n see","text":"lets wait n see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/160232749","repostId":"1179958588","repostType":4,"repost":{"id":"1179958588","kind":"news","pubTimestamp":1623766192,"share":"https://www.laohunote.com/m/news/1179958588?lang=zh_CN&edition=full","pubTime":"2021-06-15 22:09","market":"us","language":"en","title":"Tesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179958588","media":"zerohedge","summary":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the sa","content":"<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.</p><p><blockquote>在大多数方面，摩根士丹利的 Adam Jonas 对特斯拉的最新评论大同小异。</blockquote></p><p> You've got your bona fide comedy, as Jonas starts his note&nbsp;by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for&nbsp;the stock,\" before defending his $900 price target on the name...</p><p><blockquote>乔纳斯在笔记的开头说 “让我们从健康的知识诚实开始，作为股票的起点”，然后为他900美元的目标价辩护....</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9cc9bfba9fba1bf3593b4b6f4e20dbf\" tg-width=\"500\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> You've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...</p><p><blockquote>你已经得到了你的“天上掉馅饼”式的对SaaS收入流的崇高估计，这个估计并不存在，而且该公司可能甚至没有基础设施……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e525d8ff30b02cefbdc8daecdcfcca7b\" tg-width=\"500\" tg-height=\"246\" referrerpolicy=\"no-referrer\">You've got your insane valuation for Tesla's insurance business...</p><p><blockquote>你对特斯拉的保险业务有了疯狂的估值……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67267c0686d45416d0cb73fda3e253c7\" tg-width=\"516\" tg-height=\"648\" referrerpolicy=\"no-referrer\">...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.</p><p><blockquote>......最后，你宣布特斯拉将超额完成自主制作。你知道，因为该公司过去非常擅长处理时间表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p><p><blockquote></blockquote></p><p> All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p><p><blockquote>总而言之，对于该公司来说，这是一个非常标准的亚当·乔纳斯股票代码磁带游行。</blockquote></p><p> But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p><p><blockquote>但在乔纳斯的笔记只能被描述为“无尽的乐观”中，隐藏着分析师提出的一个有趣的观点。<b>也就是说，他似乎暗示首席执行官埃隆·马斯克最近对比特币的痴迷表明特斯拉的基础业务可能正在经历一段“干旱期”。</b></blockquote></p><p> <b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p><p><blockquote><b>“在过去的几个月里，特斯拉的新客户兴趣主要集中在中国的销售/生产数据和埃隆-马斯克（Elon Musk）关于比特币的推文上。特斯拉-比特币热是否能告诉我们特斯拉情绪的平静？</b>乔纳斯在笔记的开头问道。</blockquote></p><p> He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p><p><blockquote>他继续说道：<b>“你要知道，对于特斯拉来说，这是一个相当枯燥的时期，因为比特币是主要的新故事，也是投资者日复一日讨论的主要推动力。</b>在我们看来，比'解码'特斯拉与比特币的关系更有趣的是，该公司在可再生能源、存储网络和交通运输等其他技术和商业进步领域的发展和新闻实际上是一个'真空'。”</blockquote></p><p> He begrudgingly concludes&nbsp;about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p><p><blockquote>他不情愿地总结了特斯拉平淡无奇的 Model S Plaid 亮相：“<b>是的，Model S Plaid 的发布很有趣，但推动公司前进的下一个'大'发展在哪里？”</b></blockquote></p><p> The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p><p><blockquote>今天早上早些时候，CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla) 指出了这一点，这些台词甚至引起了 CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p><p><blockquote>有趣的是，乔纳斯的这种程度似乎只是困惑和疲惫。但对于购买特斯拉股票的“老练投资者”来说，这是否会引人注目仍然是另一个问题……</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 Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</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 Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.</p><p><blockquote>在大多数方面，摩根士丹利的 Adam Jonas 对特斯拉的最新评论大同小异。</blockquote></p><p> You've got your bona fide comedy, as Jonas starts his note&nbsp;by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for&nbsp;the stock,\" before defending his $900 price target on the name...</p><p><blockquote>乔纳斯在笔记的开头说 “让我们从健康的知识诚实开始，作为股票的起点”，然后为他900美元的目标价辩护....</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9cc9bfba9fba1bf3593b4b6f4e20dbf\" tg-width=\"500\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> You've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...</p><p><blockquote>你已经得到了你的“天上掉馅饼”式的对SaaS收入流的崇高估计，这个估计并不存在，而且该公司可能甚至没有基础设施……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e525d8ff30b02cefbdc8daecdcfcca7b\" tg-width=\"500\" tg-height=\"246\" referrerpolicy=\"no-referrer\">You've got your insane valuation for Tesla's insurance business...</p><p><blockquote>你对特斯拉的保险业务有了疯狂的估值……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67267c0686d45416d0cb73fda3e253c7\" tg-width=\"516\" tg-height=\"648\" referrerpolicy=\"no-referrer\">...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.</p><p><blockquote>......最后，你宣布特斯拉将超额完成自主制作。你知道，因为该公司过去非常擅长处理时间表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p><p><blockquote></blockquote></p><p> All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p><p><blockquote>总而言之，对于该公司来说，这是一个非常标准的亚当·乔纳斯股票代码磁带游行。</blockquote></p><p> But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p><p><blockquote>但在乔纳斯的笔记只能被描述为“无尽的乐观”中，隐藏着分析师提出的一个有趣的观点。<b>也就是说，他似乎暗示首席执行官埃隆·马斯克最近对比特币的痴迷表明特斯拉的基础业务可能正在经历一段“干旱期”。</b></blockquote></p><p> <b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p><p><blockquote><b>“在过去的几个月里，特斯拉的新客户兴趣主要集中在中国的销售/生产数据和埃隆-马斯克（Elon Musk）关于比特币的推文上。特斯拉-比特币热是否能告诉我们特斯拉情绪的平静？</b>乔纳斯在笔记的开头问道。</blockquote></p><p> He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p><p><blockquote>他继续说道：<b>“你要知道，对于特斯拉来说，这是一个相当枯燥的时期，因为比特币是主要的新故事，也是投资者日复一日讨论的主要推动力。</b>在我们看来，比'解码'特斯拉与比特币的关系更有趣的是，该公司在可再生能源、存储网络和交通运输等其他技术和商业进步领域的发展和新闻实际上是一个'真空'。”</blockquote></p><p> He begrudgingly concludes&nbsp;about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p><p><blockquote>他不情愿地总结了特斯拉平淡无奇的 Model S Plaid 亮相：“<b>是的，Model S Plaid 的发布很有趣，但推动公司前进的下一个'大'发展在哪里？”</b></blockquote></p><p> The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p><p><blockquote>今天早上早些时候，CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla) 指出了这一点，这些台词甚至引起了 CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p><p><blockquote>有趣的是，乔纳斯的这种程度似乎只是困惑和疲惫。但对于购买特斯拉股票的“老练投资者”来说，这是否会引人注目仍然是另一个问题……</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179958588","content_text":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.\nYou've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,\" before defending his $900 price target on the name...\n\nYou've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...\nYou've got your insane valuation for Tesla's insurance business...\n...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.\n\nAll told, it was a pretty standard Adam Jonas ticker tape parade for the company.\nBut tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".\n\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?\" Jonas asks toward the beginning of his note.\nHe continues:\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"\nHe begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"\nThe lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.\nIt's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184289652,"gmtCreate":1623715876876,"gmtModify":1634029765951,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/184289652","repostId":"1177842249","repostType":4,"isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185070088,"gmtCreate":1623628745044,"gmtModify":1634031086081,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Pltr, up pls","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Pltr, up pls","text":"$Palantir Technologies Inc.(PLTR)$Pltr, up 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“So When Leh”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115993120","repostId":"1148130971","repostType":4,"repost":{"id":"1148130971","kind":"news","pubTimestamp":1622866524,"share":"https://www.laohunote.com/m/news/1148130971?lang=zh_CN&edition=full","pubTime":"2021-06-05 12:15","market":"us","language":"en","title":"Can NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗？我们认为这是一个“何时”而不是“如果”的问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148130971","media":"seekingalpha","summary":"NIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.We believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.NIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fas","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.</li>  <li>The company's innovative approach and overseas expansion strategy, combined with the growing market sentiment on global electrification and automation are expected to boost the company's valuation.</li>  <li>We believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b31b2f189fa181e941126674e0b4c0b\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Drew Angerer/Getty Images News via Getty Images</span></p><p><blockquote><ul><li>蔚来汽车的股价在过去一年中飙升了 816% 以上，在 3 月初成长型股票抛售之前，于 2 月初达到近 62 美元的峰值。</li><li>公司的创新方法和海外扩张战略，加上全球电气化和自动化市场情绪不断增长，预计将提升公司估值。</li><li>我们相信，随着自动驾驶成为现实，全球电动汽车销量持续增长，蔚来汽车的股价到 2025 年将飙升至 160 美元以上。</li></ul><p class=\"t-img-caption\"><span>摄影：Drew Angerer/Getty Images 新闻来自 Getty Images</span></p></blockquote></p><p> Despite it being a local Chinese electric vehicle (“EV”) brand that has only recently started its overseas expansion into Europe, NIO(NYSE:NIO)has already garnered significant international attention amidst avid investors within the EV sector in recent years. It has only been three short years since NIO made its first deliveries in mid-2018, yet many are already wondering whether its share price can reach similar heights as an industry leader, Tesla’s(NASDAQ:TSLA). Albeit a little farfetched given Tesla is currently trading at more than $600 per share with a market cap of more than $600 billion, we do believe NIO has promising potential to break $100 per share before 2025. Even Wall Street Analysts remain optimistic about the company’s future by assigning a&nbsp;price target of close to $60, which represents upward potential of more than 35% based on the last traded share price of $42.34 (June 1st).</p><p><blockquote>尽管蔚来（纽约证券交易所股票代码：NIO）是一个中国本土电动汽车（“EV”）品牌，最近才开始向欧洲进行海外扩张，但近年来，它已经在电动汽车领域的狂热投资者中获得了极大的国际关注。自蔚来在 2018 年年中首次交付以来，只有短短三年时间，但许多人已经在猜测其股价能否达到与行业领导者特斯拉（纳斯达克股票代码：TSLA）类似的高度。尽管考虑到特斯拉目前的交易价格超过每股 600 美元，市值超过 6000 亿美元，这有点牵强，但我们确实相信蔚来在 2025 年之前有潜力突破每股 100 美元。就连华尔街分析师也对该公司的未来保持乐观，他们将目标价定为接近 60 美元，根据最新交易股价 42.34 美元（6 月 1 日）计算，该公司的上涨潜力超过 35%。</blockquote></p><p> Founded in 2014, NIO has sold and delivered more than 100,000 vehicles in China to date. The company boasts a fleet of five emission-free, fully battery-powered models, ranging from sports cars to luxury sedans and full-size SUVs. In addition to their vehicles, NIO is also known for their significant progress achieved in innovative technology, including state-of-the-art battery solutions, artificial intelligence, and autonomous driving. The company has also recently turned their global expansion plans into reality, with the first overseas NIO store to open in Oslo, Norway in Q3 2021. We believe that reaching a share price of $100 is no longer a question of “if”, but instead, “when”.</p><p><blockquote>蔚来成立于2014年，迄今已在华销售和交付超过10万辆汽车。该公司拥有五款零排放、全电池供电的车型，从跑车到豪华轿车和全尺寸 SUV。除了汽车之外，蔚来还因其在创新技术方面取得的重大进展而闻名，包括最先进的电池解决方案、人工智能和自动驾驶。该公司最近还将其全球扩张计划变为现实，第一家海外蔚来商店将于2021年第三季度在挪威奥斯陆开业。我们认为，股价达到 100 美元不再是 “是否 ”的问题，而是 “何时 ”的问题。</blockquote></p><p> <b>A Trailblazer in Innovative Technology</b></p><p><blockquote><b>创新技术的开拓者</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9fd877602d5604bc3a69593badfdf\" tg-width=\"640\" tg-height=\"262\"><span>Source:ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ir.nio.com</span></p></blockquote></p><p> NIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fast and convenient solution to concerns over the typically limited travel range of EVs. Similar to a gas station, Power Swap is a battery swapping station that can swap a dead battery out for a fully charged one in under three minutes; a fully charged battery enables a NIO vehicle to travel up to 435 miles, which is more than double of the&nbsp;181-mile average travel range of electric vehicles&nbsp;currently available on the market. NIO owners have the option to subscribe to the“Battery as a Service” (“BaaS”)package, which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal needs. The company currently offers a standard 75 kWh battery which enables a travel range of up to 310 miles on a full charge, and an enhanced 100 kWh battery which enables a travel range of up to 435 miles on a full charge; both are available for NIO owners to choose from on a month-to-month basis under BaaS. To date, there are&nbsp;more than 226 battery swapping stations&nbsp;across China, with more on the way following a recent&nbsp;strategic partnership agreement&nbsp;between NIO and Sinopec. NIO’s vehicles are also compatible with local competitor XPeng’s(NYSE:XPEV)1,140 vehicle charging stations available across 164 cities in China, which further enhances its existing network of charging infrastructure in place for NIO owners.</p><p><blockquote>蔚来一直表现出令人不安的创新者的特征。该品牌因其在电池更换技术 “Power Swap ”方面的突破而广为人知，该技术为蔚来车主提供了一种快速便捷的解决方案，以解决电动汽车通常行驶里程有限的问题。类似于加油站，Power Swap是一种电池交换站，可以在三分钟内将没电的电池换成充满电的电池；充满电的电池可使蔚来汽车行驶435英里，是目前市场上电动汽车181英里平均行驶里程的两倍多。蔚来车主可选择订阅「电池即服务」（「BaaS」）套餐，这是一项按月订阅服务，可根据个人需求为蔚来车主提供灵活的电池升级选择。该公司目前提供标准的 75 kWh 电池，充满电后可行驶 310 英里；以及增强型 100 kWh 电池，充满电后可行驶 435 英里；在BaaS下，两者都可供蔚来所有者按月选择。迄今为止，全国已有超过226个换电站，随着蔚来和中石化最近签署战略合作伙伴协议，更多的换电站正在建设中。蔚来的汽车还兼容本地竞争对手小鹏汽车（纽约证券交易所股票代码：XPEV）在中国 164 个城市的 1140 个汽车充电站，这进一步增强了其为蔚来车主提供的现有充电基础设施网络。</blockquote></p><p> In addition to the developed network of infrastructure needed to sustain NIO EVs in the long run, the company has also been working diligently on perfecting their autonomous driving and AI technology in order to remain competitive in the broader EV and tech space. NIO has already been performing testing on its autonomous driving systems since 2016, with their first testing on public roads in Beijing performed in 2018. The company’s commitment to the future of passenger transportation is also proven through their development of&nbsp;EVE, the brand’s concept car for autonomous driving which encompasses a luxurious, comfortable and safe experience powered by NIO’s&nbsp;NOMI AI, the world’s first in-vehicle artificial intelligence.</p><p><blockquote>除了长期维持蔚来电动汽车所需的发达基础设施网络外，该公司还一直在努力完善其自动驾驶和人工智能技术，以便在更广泛的电动汽车和科技领域保持竞争力。蔚来自2016年以来一直在对其自动驾驶系统进行测试，2018年在北京公共道路上进行了首次测试。该公司对客运未来的承诺也体现在他们开发的 EVE 上，这是该品牌的自动驾驶概念车，由蔚来的 NOMI AI（全球首个车载人工智能）提供豪华、舒适和安全的体验。</blockquote></p><p></p><p> To further enhance their progress in autonomous driving technology, NIO has recently&nbsp;partnered with Mobileye&nbsp;– an Intel-owned(NASDAQ:INTC)company known for developing the “EyeQ chip” currently used by more than 27 car manufacturers for their assisted-driving technologies – to develop and commercialize driving automation that does not require human interaction (i.e. “level 4” autonomous driving). Their collaboration is expected to accelerate NIO’s launch of the “Autonomous Driving as a Service” (“ADaaS”) package, which is a monthly subscription for their autonomous driving technology, “NIO Autonomous Driving” (“NAD”). However, similar to Tesla’s “Full Self-Driving” package, the NAD technology that is expected to launch in 2022 does not yet make NIO vehicles capable of driving without human intervention, but it does catapult NIO to a comparable spot with industry leader Tesla in the race towards level 4 autonomous driving. NIO owners will have the option to subscribe to ADaaS for a monthly subscription fee of RMB 680. With more than 102,000 NIO vehicles on the road today, the new subscription package is expected to generate incremental annual sales of RMB 840 million ($132 million); the additional revenue stream is valued at approximately RMB 10 billion ($1.6 billion) upon the service’s inception, assuming an average vehicle life of 12 years with most existing NIO owners signing up.</p><p><blockquote>为了进一步推进其在自动驾驶技术方面的进展，蔚来最近与英特尔旗下（纳斯达克股票代码：INTC）公司 Mobileye 合作，开发不需要人工交互的驾驶自动化（即 “4 级 ”自动驾驶）并将其商业化。他们的合作有望加速蔚来推出 “自动驾驶即服务 ”（ADaaS）套餐，该套餐是其自动驾驶技术 “蔚来自动驾驶 ”（NAD）的月度订阅。然而，与特斯拉的 “全自动驾驶 ”套件类似，预计将于 2022 年推出的 NAD 技术尚未使蔚来汽车能够在没有人工干预的情况下驾驶，但它确实将蔚来推向了与行业领导者特斯拉不相上下的位置。蔚来用户可以选择订阅ADaaS，每月订阅费为人民币680元。目前上路的蔚来汽车超过 102,000 辆，新的订阅套餐预计将带来 8.4 亿元人民币（1.32 亿美元）的增量年销售额；假设大多数现有蔚来车主都注册了这项服务，那么在这项服务推出时，额外的收入来源估计约为 100 亿元人民币（16 亿美元）。</blockquote></p><p> NIO’s continuous developments in autonomous driving technology are expected to benefit the company and its shareholders greatly in the near future. By 2025, the global autonomous cars market will become one of the fastest growing and most highly demanded segments with an&nbsp;estimated value of $1.6 trillion. A 6% share of this market would add a valuation of at least $100 billion to NIO’s existing $67 billion market cap, boosting its per unit share value to more than $100. Considering NIO is currently one of the very few fully electric automakers to have achieved tangible results within the autonomous driving scene, and is actively growing its overseas sales, we are confident that the company is capable of capturing more than 6% of the said market share, and achieve a per unit share price of more than $100 by 2025 with ease. Combined with the global shift in consumer preference towards electrification and automation, we are projecting vehicle sales of approximately 300,000 units by FY 2025, which will yield total revenues of approximately RMB 140 billion ($22 billion).</p><p><blockquote>蔚来在自动驾驶技术方面的持续发展有望在不久的将来使公司及其股东受益匪浅。到2025年，全球自动驾驶汽车市场将成为增长最快、需求量最大的细分市场之一，估计价值达1.6万亿美元。如果占据该市场 6% 的份额，蔚来现有 670 亿美元的市值将至少增加 1000 亿美元，使其每股价值超过 100 美元。考虑到蔚来是目前极少数在自动驾驶领域取得切实成果的纯电动汽车制造商之一，并且正在积极增长海外销量，我们有信心该公司有能力占领上述6%以上的市场份额，并轻松实现到2025年每股价格超过100美元。结合全球消费者偏好向电气化和自动化的转变，我们预计到 2025 财年汽车销量将达到约 300,000 辆，总收入将达到约 1,400 亿元人民币（220 亿美元）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6c800a04e6df92802f6893d214eecdd\" tg-width=\"640\" tg-height=\"213\"><span>Source: Author, with data from our internal forecasts (NIO_-_Forecasted_Financial_Information.pdf).</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部预测（NIO_-_Forecasted_Financial_Information.pdf）。</span></p></blockquote></p><p> <b>Global Expansion</b></p><p><blockquote><b>全球扩张</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537449f8f7ee9c736b48c1776cbb7259\" tg-width=\"640\" tg-height=\"249\"><span>Source: ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ir.nio.com</span></p></blockquote></p><p> Another catalyst that will propel NIO’s share price beyond $100 is their ongoing overseas expansion efforts. NIO has been transparent about their intentions to expand globally, especially in the U.S. and Europe, as part of their plans in becoming an industry leader. NIO will be opening its first&nbsp;overseas sales and service centre in Oslo, Norway&nbsp;in September. The brand’s footprint in Norway will further expand in 2022 with four more NIO stores to open in Bergen, Stavanger, Trondheim and Kristiansand. In addition to its direct sales and service centres, NIO will also be introducing a full charging map for Europe, starting with four NIO Power Swap stations in Norway to provide new NIO owners with the convenience and range that the brand builds its success on. NIO’s flagship SUV, the&nbsp;ES8, which currently retails at a&nbsp;starting price of approximately US$67,000, will be the first model introduced in the European market, with the brand’s newest full-size sedan, the&nbsp;ET7, to follow in 2022.</p><p><blockquote>推动蔚来股价突破 100 美元的另一个催化剂是他们正在进行的海外扩张努力。蔚来一直透露其全球扩张的意图，尤其是在美国和欧洲，作为其成为行业领导者计划的一部分。蔚来将于9月在挪威奥斯陆开设其首个海外销售和服务中心。2022 年，该品牌在挪威的足迹将进一步扩大，蔚来将在卑尔根、斯塔万格、特隆赫姆和克里斯蒂安桑开设四家门店。除了直销和服务中心外，蔚来还将为欧洲推出完整的充电地图，首先是挪威的四个蔚来换电站，为蔚来的新车主提供该品牌赖以取得成功的便利和续航里程。蔚来的旗舰 SUV ES8 目前的起售价约为 6.7 万美元，将是首款引入欧洲市场的车型，随后该品牌最新的全尺寸轿车 ET7 将于 2022 年推出。</blockquote></p><p> With a proven sales track record in China’s luxury EV market, and specs comparable to the globally recognized Tesla, there is no reason for NIO to not succeed overseas. As mentioned in earlier sections, NIO’s vehicles have a driving range of up to 435 miles on a full charge, making it a desirable choice for potential European and American car owners looking for a reliable companion to accompany them on daily commutes to long road trips. The NIO exterior and interior designs are also modern, luxurious, and comparable to those preferred by the European and North American population. Combined with a diverse product line and price range, NIO is equipped to take on the increasing demands for EVs on a global scale.</p><p><blockquote>蔚来在中国豪华电动汽车市场拥有良好的销售记录，其规格可与全球知名的特斯拉相媲美，因此没有理由不在海外取得成功。如前所述，蔚来车辆充满电后的续航里程可达 435 英里，对于那些正在寻找可靠伴侣陪伴他们进行日常通勤和长途旅行的欧美潜在车主来说，这是一个理想的选择。蔚来的外观和内饰设计也是现代、豪华的，可与欧洲和北美人口的偏好相媲美。结合多样化的产品线和价格范围，蔚来有能力满足全球范围内对电动汽车日益增长的需求。</blockquote></p><p> <b>NIO’s Historical Performance</b></p><p><blockquote><b>蔚来的历史表现</b></blockquote></p><p></p><p> Just a little more than a year ago, NIO’s share price hit an all-time low at under $2 amidst liquidity troubles despite continued vehicle sales. In mid-2020, the municipal government of Hefei, China came to NIO’s rescue with a&nbsp;capital injection of RMB 7 billion&nbsp;(approximately $1 billion). The arrangement resulted in the creation of “NIO China”, which serves as the operating entity that holds all of NIO’s core businesses and assets; NIO currently holds a 90.36% ownership interest in NIO China, while the “Hefei Strategic Investors” consortium holds the remainder 9.64%. The partnership became the company’s lifeline; the additional capital brought forth significant improvements to the company’s operations and vehicle sales, which were reflected in their strong financial performance and upward trend in share price in the summer of 2020. By the end of 2020’s second quarter, NIO’s share price rebounded by almost 20% on average after posting a 171% quarter-over-quarter increase in total revenues. The company’s share price more than tripled in 2020’s third quarter, averaging $15.40, and continued to climb towards its fourth quarter average of $38.70. By the end of the latest quarter ended March 31st, 2021, NIO’s share price averaged $50.97, and peaked at almost $62 in February which is more than 10x its&nbsp;IPO price in 2018. The company holds a market cap of more than $67 billion today, outgrowing its mere $1 billion market cap when it made its debut on the NYSE.</p><p><blockquote>就在一年多前，尽管汽车销售仍在继续，但由于流动性问题，蔚来的股价还是创下了不到 2 美元的历史新低。2020 年年中，中国合肥市政府出手相救，注资 70 亿元人民币（约合 10 亿美元）。该安排导致“蔚来中国”成立，作为持有蔚来所有核心业务和资产的运营实体；蔚来目前持有蔚来中国 90.36% 的股权，“合肥战略投资者”财团持有剩余 9.64% 的股权。这种合作关系成为公司的生命线；额外的资本为公司的运营和汽车销售带来了显著改善，这反映在公司强劲的财务业绩和 2020 年夏季股价的上升趋势上。到 2020 年第二季度末，蔚来的股价平均反弹了近 20%，总收入环比增长了 171%。该公司股价在 2020 年第三季度上涨了两倍多，平均达到 15.40 美元，并继续攀升至第四季度的平均水平 38.70 美元。截至 2021 年 3 月 31 日的最新季度末，蔚来的平均股价为 50.97 美元，2 月份达到近 62 美元的峰值，是其 2018 年 IPO 价格的 10 倍多。如今，该公司的市值超过 670 亿美元，超过了在纽约证券交易所首次亮相时的 10 亿美元市值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75a1d7edb18c1762028ba54f617e1982\" tg-width=\"640\" tg-height=\"250\"><span>Source: Author, with data from ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自ir.nio.com</span></p></blockquote></p><p> NIO’s fundamentals have also shown nothing but steady improvements since its share price peaked earlier this year before the&nbsp;growth stock sell-off in late February. Deliveries in 2021 have continued to accelerate exponentially, with first quarter deliveries of more than 20,000 vehicles, representing almost 50% of total deliveries made in 2020. The company continues to exhibit a promising outlook with more than 7,100 vehicles delivered in April, representing an increase of more than 125% year-over-year. NIO has also maintained positive cash flows from operating activities for the first quarter of 2021, thanks to the higher deliveries and effective cost-management measures which have amped up their gross profit margin to 19.5%, comparable with industry leaders like Tesla whose first quarter gross margins were 21%. As aforementioned, we are forecasting vehicle sales of close to 300,000 units by FY 2025, which translates to approximately RMB 140 billion ($22 billion) in total revenues ($18.60 per share). Our vehicle sales forecast for FY 2025 is further corroborated by the&nbsp;recently renewed manufacturing agreement&nbsp;with joint venturer “Jianghuai Automobile Group” (“JAC”), which increases the current annual production capacity of 100,000 units to 240,000 units; the ongoing construction of “NeoPark” in Hefei, China is also expected to add annual production capacity of 1 million units, which further supports our positive outlook on NIO’s continued commitment to grow its business. Considering industry peer Tesla’s current P/S ratio of 16.43x with approximately $42 billion in annual revenues (annualization of $10.389 billion in first quarter revenues), the same proportion applied to NIO’s forecasted FY 2025 total revenues is expected to yield a P/S ratio of 8.7x, resulting in a share price of more than $160.</p><p><blockquote>自今年早些时候股价在 2 月底成长型股票抛售之前达到顶峰以来，蔚来的基本面也一直在稳步改善。2021年的交付量继续呈指数级加速，第一季度交付量超过20,000辆，占2020年总交付量的近50%。该公司继续展现出光明的前景，4 月份交付了超过 7,100 辆汽车，同比增长超过 125%。蔚来在2021年第一季度还保持了经营活动的正现金流，这得益于更高的交付量和有效的成本管理措施，使其毛利率提高到19.5%，与特斯拉等行业领导者相当第一季度毛利率为21%。如上所述，我们预计到 2025 财年汽车销量将接近 300,000 辆，相当于总收入约为 1,400 亿元人民币（220 亿美元）（每股 18.60 美元）。近期与合营企业「江淮汽车集团」（「江淮汽车集团」）重续的制造协议进一步证实了我们对2025财年的整车销售预测，该协议将目前的年产能由100,000辆增加至240,000辆；目前正在合肥兴建的「NeoPark」预计年产能将增加100万台，进一步支持我们对蔚来继续致力于发展业务的积极前景。考虑到行业同行特斯拉目前的市盈率为 16.43 倍，年收入约为 420 亿美元（第一季度收入年化为 103.89 亿美元），同样的比例应用于蔚来预测的 2025 财年总收入，预计市盈率将达到 8.7 倍，股价将超过 160 美元。</blockquote></p><p> <b>NIO vs. LI and XPEV</b></p><p><blockquote><b>蔚来与李和 XPEV</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8fa939f92be448d1f427a6ac4bfb25\" tg-width=\"640\" tg-height=\"352\"><span>Source: Finviz</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Finviz</span></p></blockquote></p><p> We have also compared NIO’s current P/S ratio to its domestic peers to gauge the timeline in which NIO’s share price will exceed $100. NIO currently trades at a P/S ratio of approximately 14.88x, while domestic industry peers, Li Auto(NASDAQ:LI)and XPEV, currently trade at a P/S ratio of 14.46x and 21.31x, respectively.</p><p><blockquote>我们还将蔚来目前的市盈率与国内同行进行了比较，以确定蔚来股价超过 100 美元的时间表。蔚来目前的市盈率约为14.88倍，而国内行业同行理想汽车（纳斯达克股票代码：LI）和XPEV目前的市盈率分别为14.46倍和21.31倍。</blockquote></p><p></p><p> Considering NIO’s technology, revenues, global footprint, and cash flows are stronger than LI’s and XPEV’s, the former deserves to be traded at a much higher multiple than the latter two. Even if NIO reaches a P/S ratio of 18.1x (mid-point to XPEV's), it will drive the company’s current share price up to $51.50, which represents an upside potential of 22% based on the last traded share price of $42.34 (June 1st). And based on our forecasted revenues for FY 2025 for NIO of RMB 140 billion ($22 billion), or $18.60 per share, even a multiple half of the 18.1x would be more than sufficient to bring NIO's share price beyond $160 by 2025; we believe the trading multiple is achievable for NIO given the cash from operations and technological advancements achieved by then would place them on a trajectory of continued long-term growth within the EV industry, which is expected to continue into 2030 and beyond when the brand's level 4 autonomous driving technology development is complete and commercialized.</p><p><blockquote>考虑到蔚来的技术、收入、全球足迹和现金流都强于李和XPEV，前者的交易倍数应该远高于后两者。即使蔚来的市盈率达到 18.1 倍（XPEV 的中点），也将推动该公司目前的股价升至 51.50 美元，根据最新交易股价 42.34 美元（6 月 1 日）计算，这意味着 22% 的上涨潜力。根据我们对蔚来 2025 财年收入的预测为 1400 亿元人民币（220 亿美元），即每股 18.60 美元，即使是 18.1 倍的一半也足以让蔚来的股价在 2025 年突破 160 美元；我们相信，蔚来的交易倍数是可以实现的，因为运营现金和届时实现的技术进步将使他们在电动汽车行业走上持续长期增长的轨道，预计这种增长将持续到 2030 年及以后品牌的 4 级自动驾驶技术开发完成并商业化。</blockquote></p><p> <b>Business Risks and Challenges</b></p><p><blockquote><b>业务风险与挑战</b></blockquote></p><p> As mentioned in one of my&nbsp;previous articles on NIO, the “Holding Foreign Companies Accountable Act” (“HFCA Act”) remains one of the most significant impending threats to the company’s share price. Currently, public accounting firms in China are non-compliant with PCAOB inspection rules required by the SEC, and the enactment of the HFCA Act in December 2020 requires that these public accounting firms comply with PCAOB inspection requests within three years of the enactment date; otherwise, all public companies audited by said firms will be subject to risks of de-listing. NIO is currently audited by PricewaterhouseCoopers Zhong Tian LLP, which is on PCAOB’s&nbsp;denied-access list. The potential threat of being delisted from the NYSE could be a deterrence factor to investors and ultimately hemorrhage NIO’s share price in the long run if Chinese authorities and the PCAOB cannot reach an agreement on conducting inspections soon.</p><p><blockquote>正如我在之前一篇关于蔚来的文章中提到的，《外国公司问责法》（“Holding Foreign Companies Accountable Act”）仍然是公司股价面临的最重大威胁之一。目前，中国的公共会计师事务所不符合SEC要求的PCAOB检查规则，2020年12月HFCA法案的颁布要求这些公共会计师事务所在颁布之日起三年内遵守PCAOB检查要求；否则，上述公司审计的所有上市公司都将面临退市风险。蔚来目前正在接受普华永道中天会计师事务所（PricewaterhouseCoopers Zhong Tian LLP）的审计，该事务所已被列入 PCAOB 的拒绝准入名单。如果中国当局和 PCAOB 不能尽快就进行检查达成协议，从纽约证券交易所退市的潜在威胁可能会对投资者起到威慑作用，并最终导致蔚来股价长期下跌。</blockquote></p><p> Another imminent challenge to NIO’s business is the ongoing global chip supply shortage. As the automotive industry becomes more dependent on chips to manage every function of their vehicles, the gap between automaker demands and chip manufacturer supplies is widened. NIO was no exception to the impacts of the ongoing chip supply crisis – in March 2021, NIO halted their production activity at the JAC-NIO manufacturing plant for five working days in order to adjust their production levels. However, the company continues to effectively navigate through the situation as proven through their increasing number of deliveries month-over-month; in NIO’s latest delivery update press release for April, the company has continued to keep up with market demand with more than 7,100 vehicle deliveries made, representing a 125% year-over-year growth.</p><p><blockquote>蔚来业务面临的另一个迫在眉睫的挑战是全球芯片供应持续短缺。随着汽车行业越来越依赖芯片来管理车辆的各项功能，汽车制造商的需求和芯片制造商的供应之间的差距正在扩大。蔚来也不例外，受到持续芯片供应危机的影响——2021年3月，蔚来停止了江淮蔚来制造工厂的生产活动五个工作日，以调整生产水平。然而，该公司继续有效地应对这种情况，正如他们逐月增加的交付数量所证明的那样；在蔚来最新发布的 4 月份交付更新新闻稿中，该公司继续满足市场需求，交付了 7100 多辆汽车，同比增长 125%。</blockquote></p><p> Competition within the EV sector has also ramped up in recent years. Consumer attitude towards EVs has changed drastically in the past decade due to rising concerns over climate change met with price parity between traditional petrol-fueled vehicles and EVs. The entry barrier for emerging EV makers has also lowered significantly as car battery solutions become more accessible through third-party OEMs; new entrants are now keener on participating in the profitable opportunity within the growing EV sector as initial investments become more reasonable than it was for Tesla in 2003 when EVs were still just a concept to many. In addition to new entrants, traditional petrol-fueled automakers like Ford(NYSE:F)have also started to incorporate fully battery-powered vehicles into their fleet in order to meet evolving consumer demands and remain competitive within the automotive industry. However, we believe NIO possesses the brand, customer experience, production strategy, talent and business model (further analyzedhere) needed to remain successful within the new competitive landscape in the long run.</p><p><blockquote>近年来，电动汽车领域的竞争也愈演愈烈。由于对气候变化的担忧日益加剧，加上传统汽油动力汽车和电动汽车之间的价格平价，消费者对电动汽车的态度在过去十年中发生了巨大变化。随着第三方原始设备制造商更容易获得汽车电池解决方案，新兴电动汽车制造商的准入门槛也显着降低；新进入者现在更热衷于参与不断增长的电动汽车行业的盈利机会，因为初始投资变得比 2003 年特斯拉更加合理，当时电动汽车对许多人来说仍然只是一个概念。除了新进入者之外，福特（纽约证券交易所股票代码：F）等传统汽油燃料汽车制造商也开始将全电池驱动汽车纳入其车队，以满足不断变化的消费者需求并在汽车行业保持竞争力。然而，我们相信蔚来拥有在新的竞争格局中长期取得成功所需的品牌、客户体验、生产战略、人才和商业模式（在此进一步分析）。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> NIO has already established a strong brand presence within the domestic Chinese market, which is currently one of the fastest growing EV markets, representing more than 40% of global EV sales in 2020. Combined with their proven ability to produce quality EVs, construct innovative charging infrastructure, achieve breakthrough progress in the development of autonomous driving technology, and execute their overseas expansion strategy, NIO is effectively narrowing the gap between them and Tesla within the EV sector on a global scale. We are confident that the next five years will be a transformational era for the EV and tech company due to increasing demands for electrification and automation within the automotive industry, which NIO has already proven to excel in. The value of its continued achievements will be reflected in its share price in no time, making them a worthy stock pick for those looking to profit off of the impending age of green transition and automation.</p><p><blockquote>蔚来已经在中国国内市场建立了强大的品牌形象，中国国内市场是目前增长最快的电动汽车市场之一，2020年占全球电动汽车销量的40%以上。结合他们在生产优质电动汽车、建设创新充电基础设施、在自动驾驶技术开发方面取得突破性进展以及执行海外扩张战略方面的成熟能力，蔚来正在有效地缩小他们与特斯拉在全球范围内电动汽车领域的差距。我们相信，由于汽车行业对电气化和自动化的需求不断增长，未来五年将是这家电动汽车和科技公司的转型时代，而蔚来已经证明在这方面表现出色。其持续成就的价值将很快反映在其股价上，对于那些希望从即将到来的绿色转型和自动化时代中获利的人来说，它们是一个值得选择的股票。</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>Can NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗？我们认为这是一个“何时”而不是“如果”的问题</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\">\nCan NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗？我们认为这是一个“何时”而不是“如果”的问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-05 12:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.</li>  <li>The company's innovative approach and overseas expansion strategy, combined with the growing market sentiment on global electrification and automation are expected to boost the company's valuation.</li>  <li>We believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b31b2f189fa181e941126674e0b4c0b\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Drew Angerer/Getty Images News via Getty Images</span></p><p><blockquote><ul><li>蔚来汽车的股价在过去一年中飙升了 816% 以上，在 3 月初成长型股票抛售之前，于 2 月初达到近 62 美元的峰值。</li><li>公司的创新方法和海外扩张战略，加上全球电气化和自动化市场情绪不断增长，预计将提升公司估值。</li><li>我们相信，随着自动驾驶成为现实，全球电动汽车销量持续增长，蔚来汽车的股价到 2025 年将飙升至 160 美元以上。</li></ul><p class=\"t-img-caption\"><span>摄影：Drew Angerer/Getty Images 新闻来自 Getty Images</span></p></blockquote></p><p> Despite it being a local Chinese electric vehicle (“EV”) brand that has only recently started its overseas expansion into Europe, NIO(NYSE:NIO)has already garnered significant international attention amidst avid investors within the EV sector in recent years. It has only been three short years since NIO made its first deliveries in mid-2018, yet many are already wondering whether its share price can reach similar heights as an industry leader, Tesla’s(NASDAQ:TSLA). Albeit a little farfetched given Tesla is currently trading at more than $600 per share with a market cap of more than $600 billion, we do believe NIO has promising potential to break $100 per share before 2025. Even Wall Street Analysts remain optimistic about the company’s future by assigning a&nbsp;price target of close to $60, which represents upward potential of more than 35% based on the last traded share price of $42.34 (June 1st).</p><p><blockquote>尽管蔚来（纽约证券交易所股票代码：NIO）是一个中国本土电动汽车（“EV”）品牌，最近才开始向欧洲进行海外扩张，但近年来，它已经在电动汽车领域的狂热投资者中获得了极大的国际关注。自蔚来在 2018 年年中首次交付以来，只有短短三年时间，但许多人已经在猜测其股价能否达到与行业领导者特斯拉（纳斯达克股票代码：TSLA）类似的高度。尽管考虑到特斯拉目前的交易价格超过每股 600 美元，市值超过 6000 亿美元，这有点牵强，但我们确实相信蔚来在 2025 年之前有潜力突破每股 100 美元。就连华尔街分析师也对该公司的未来保持乐观，他们将目标价定为接近 60 美元，根据最新交易股价 42.34 美元（6 月 1 日）计算，该公司的上涨潜力超过 35%。</blockquote></p><p> Founded in 2014, NIO has sold and delivered more than 100,000 vehicles in China to date. The company boasts a fleet of five emission-free, fully battery-powered models, ranging from sports cars to luxury sedans and full-size SUVs. In addition to their vehicles, NIO is also known for their significant progress achieved in innovative technology, including state-of-the-art battery solutions, artificial intelligence, and autonomous driving. The company has also recently turned their global expansion plans into reality, with the first overseas NIO store to open in Oslo, Norway in Q3 2021. We believe that reaching a share price of $100 is no longer a question of “if”, but instead, “when”.</p><p><blockquote>蔚来成立于2014年，迄今已在华销售和交付超过10万辆汽车。该公司拥有五款零排放、全电池供电的车型，从跑车到豪华轿车和全尺寸 SUV。除了汽车之外，蔚来还因其在创新技术方面取得的重大进展而闻名，包括最先进的电池解决方案、人工智能和自动驾驶。该公司最近还将其全球扩张计划变为现实，第一家海外蔚来商店将于2021年第三季度在挪威奥斯陆开业。我们认为，股价达到 100 美元不再是 “是否 ”的问题，而是 “何时 ”的问题。</blockquote></p><p> <b>A Trailblazer in Innovative Technology</b></p><p><blockquote><b>创新技术的开拓者</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9fd877602d5604bc3a69593badfdf\" tg-width=\"640\" tg-height=\"262\"><span>Source:ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ir.nio.com</span></p></blockquote></p><p> NIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fast and convenient solution to concerns over the typically limited travel range of EVs. Similar to a gas station, Power Swap is a battery swapping station that can swap a dead battery out for a fully charged one in under three minutes; a fully charged battery enables a NIO vehicle to travel up to 435 miles, which is more than double of the&nbsp;181-mile average travel range of electric vehicles&nbsp;currently available on the market. NIO owners have the option to subscribe to the“Battery as a Service” (“BaaS”)package, which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal needs. The company currently offers a standard 75 kWh battery which enables a travel range of up to 310 miles on a full charge, and an enhanced 100 kWh battery which enables a travel range of up to 435 miles on a full charge; both are available for NIO owners to choose from on a month-to-month basis under BaaS. To date, there are&nbsp;more than 226 battery swapping stations&nbsp;across China, with more on the way following a recent&nbsp;strategic partnership agreement&nbsp;between NIO and Sinopec. NIO’s vehicles are also compatible with local competitor XPeng’s(NYSE:XPEV)1,140 vehicle charging stations available across 164 cities in China, which further enhances its existing network of charging infrastructure in place for NIO owners.</p><p><blockquote>蔚来一直表现出令人不安的创新者的特征。该品牌因其在电池更换技术 “Power Swap ”方面的突破而广为人知，该技术为蔚来车主提供了一种快速便捷的解决方案，以解决电动汽车通常行驶里程有限的问题。类似于加油站，Power Swap是一种电池交换站，可以在三分钟内将没电的电池换成充满电的电池；充满电的电池可使蔚来汽车行驶435英里，是目前市场上电动汽车181英里平均行驶里程的两倍多。蔚来车主可选择订阅「电池即服务」（「BaaS」）套餐，这是一项按月订阅服务，可根据个人需求为蔚来车主提供灵活的电池升级选择。该公司目前提供标准的 75 kWh 电池，充满电后可行驶 310 英里；以及增强型 100 kWh 电池，充满电后可行驶 435 英里；在BaaS下，两者都可供蔚来所有者按月选择。迄今为止，全国已有超过226个换电站，随着蔚来和中石化最近签署战略合作伙伴协议，更多的换电站正在建设中。蔚来的汽车还兼容本地竞争对手小鹏汽车（纽约证券交易所股票代码：XPEV）在中国 164 个城市的 1140 个汽车充电站，这进一步增强了其为蔚来车主提供的现有充电基础设施网络。</blockquote></p><p> In addition to the developed network of infrastructure needed to sustain NIO EVs in the long run, the company has also been working diligently on perfecting their autonomous driving and AI technology in order to remain competitive in the broader EV and tech space. NIO has already been performing testing on its autonomous driving systems since 2016, with their first testing on public roads in Beijing performed in 2018. The company’s commitment to the future of passenger transportation is also proven through their development of&nbsp;EVE, the brand’s concept car for autonomous driving which encompasses a luxurious, comfortable and safe experience powered by NIO’s&nbsp;NOMI AI, the world’s first in-vehicle artificial intelligence.</p><p><blockquote>除了长期维持蔚来电动汽车所需的发达基础设施网络外，该公司还一直在努力完善其自动驾驶和人工智能技术，以便在更广泛的电动汽车和科技领域保持竞争力。蔚来自2016年以来一直在对其自动驾驶系统进行测试，2018年在北京公共道路上进行了首次测试。该公司对客运未来的承诺也体现在他们开发的 EVE 上，这是该品牌的自动驾驶概念车，由蔚来的 NOMI AI（全球首个车载人工智能）提供豪华、舒适和安全的体验。</blockquote></p><p></p><p> To further enhance their progress in autonomous driving technology, NIO has recently&nbsp;partnered with Mobileye&nbsp;– an Intel-owned(NASDAQ:INTC)company known for developing the “EyeQ chip” currently used by more than 27 car manufacturers for their assisted-driving technologies – to develop and commercialize driving automation that does not require human interaction (i.e. “level 4” autonomous driving). Their collaboration is expected to accelerate NIO’s launch of the “Autonomous Driving as a Service” (“ADaaS”) package, which is a monthly subscription for their autonomous driving technology, “NIO Autonomous Driving” (“NAD”). However, similar to Tesla’s “Full Self-Driving” package, the NAD technology that is expected to launch in 2022 does not yet make NIO vehicles capable of driving without human intervention, but it does catapult NIO to a comparable spot with industry leader Tesla in the race towards level 4 autonomous driving. NIO owners will have the option to subscribe to ADaaS for a monthly subscription fee of RMB 680. With more than 102,000 NIO vehicles on the road today, the new subscription package is expected to generate incremental annual sales of RMB 840 million ($132 million); the additional revenue stream is valued at approximately RMB 10 billion ($1.6 billion) upon the service’s inception, assuming an average vehicle life of 12 years with most existing NIO owners signing up.</p><p><blockquote>为了进一步推进其在自动驾驶技术方面的进展，蔚来最近与英特尔旗下（纳斯达克股票代码：INTC）公司 Mobileye 合作，开发不需要人工交互的驾驶自动化（即 “4 级 ”自动驾驶）并将其商业化。他们的合作有望加速蔚来推出 “自动驾驶即服务 ”（ADaaS）套餐，该套餐是其自动驾驶技术 “蔚来自动驾驶 ”（NAD）的月度订阅。然而，与特斯拉的 “全自动驾驶 ”套件类似，预计将于 2022 年推出的 NAD 技术尚未使蔚来汽车能够在没有人工干预的情况下驾驶，但它确实将蔚来推向了与行业领导者特斯拉不相上下的位置。蔚来用户可以选择订阅ADaaS，每月订阅费为人民币680元。目前上路的蔚来汽车超过 102,000 辆，新的订阅套餐预计将带来 8.4 亿元人民币（1.32 亿美元）的增量年销售额；假设大多数现有蔚来车主都注册了这项服务，那么在这项服务推出时，额外的收入来源估计约为 100 亿元人民币（16 亿美元）。</blockquote></p><p> NIO’s continuous developments in autonomous driving technology are expected to benefit the company and its shareholders greatly in the near future. By 2025, the global autonomous cars market will become one of the fastest growing and most highly demanded segments with an&nbsp;estimated value of $1.6 trillion. A 6% share of this market would add a valuation of at least $100 billion to NIO’s existing $67 billion market cap, boosting its per unit share value to more than $100. Considering NIO is currently one of the very few fully electric automakers to have achieved tangible results within the autonomous driving scene, and is actively growing its overseas sales, we are confident that the company is capable of capturing more than 6% of the said market share, and achieve a per unit share price of more than $100 by 2025 with ease. Combined with the global shift in consumer preference towards electrification and automation, we are projecting vehicle sales of approximately 300,000 units by FY 2025, which will yield total revenues of approximately RMB 140 billion ($22 billion).</p><p><blockquote>蔚来在自动驾驶技术方面的持续发展有望在不久的将来使公司及其股东受益匪浅。到2025年，全球自动驾驶汽车市场将成为增长最快、需求量最大的细分市场之一，估计价值达1.6万亿美元。如果占据该市场 6% 的份额，蔚来现有 670 亿美元的市值将至少增加 1000 亿美元，使其每股价值超过 100 美元。考虑到蔚来是目前极少数在自动驾驶领域取得切实成果的纯电动汽车制造商之一，并且正在积极增长海外销量，我们有信心该公司有能力占领上述6%以上的市场份额，并轻松实现到2025年每股价格超过100美元。结合全球消费者偏好向电气化和自动化的转变，我们预计到 2025 财年汽车销量将达到约 300,000 辆，总收入将达到约 1,400 亿元人民币（220 亿美元）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6c800a04e6df92802f6893d214eecdd\" tg-width=\"640\" tg-height=\"213\"><span>Source: Author, with data from our internal forecasts (NIO_-_Forecasted_Financial_Information.pdf).</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自我们的内部预测（NIO_-_Forecasted_Financial_Information.pdf）。</span></p></blockquote></p><p> <b>Global Expansion</b></p><p><blockquote><b>全球扩张</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537449f8f7ee9c736b48c1776cbb7259\" tg-width=\"640\" tg-height=\"249\"><span>Source: ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：ir.nio.com</span></p></blockquote></p><p> Another catalyst that will propel NIO’s share price beyond $100 is their ongoing overseas expansion efforts. NIO has been transparent about their intentions to expand globally, especially in the U.S. and Europe, as part of their plans in becoming an industry leader. NIO will be opening its first&nbsp;overseas sales and service centre in Oslo, Norway&nbsp;in September. The brand’s footprint in Norway will further expand in 2022 with four more NIO stores to open in Bergen, Stavanger, Trondheim and Kristiansand. In addition to its direct sales and service centres, NIO will also be introducing a full charging map for Europe, starting with four NIO Power Swap stations in Norway to provide new NIO owners with the convenience and range that the brand builds its success on. NIO’s flagship SUV, the&nbsp;ES8, which currently retails at a&nbsp;starting price of approximately US$67,000, will be the first model introduced in the European market, with the brand’s newest full-size sedan, the&nbsp;ET7, to follow in 2022.</p><p><blockquote>推动蔚来股价突破 100 美元的另一个催化剂是他们正在进行的海外扩张努力。蔚来一直透露其全球扩张的意图，尤其是在美国和欧洲，作为其成为行业领导者计划的一部分。蔚来将于9月在挪威奥斯陆开设其首个海外销售和服务中心。2022 年，该品牌在挪威的足迹将进一步扩大，蔚来将在卑尔根、斯塔万格、特隆赫姆和克里斯蒂安桑开设四家门店。除了直销和服务中心外，蔚来还将为欧洲推出完整的充电地图，首先是挪威的四个蔚来换电站，为蔚来的新车主提供该品牌赖以取得成功的便利和续航里程。蔚来的旗舰 SUV ES8 目前的起售价约为 6.7 万美元，将是首款引入欧洲市场的车型，随后该品牌最新的全尺寸轿车 ET7 将于 2022 年推出。</blockquote></p><p> With a proven sales track record in China’s luxury EV market, and specs comparable to the globally recognized Tesla, there is no reason for NIO to not succeed overseas. As mentioned in earlier sections, NIO’s vehicles have a driving range of up to 435 miles on a full charge, making it a desirable choice for potential European and American car owners looking for a reliable companion to accompany them on daily commutes to long road trips. The NIO exterior and interior designs are also modern, luxurious, and comparable to those preferred by the European and North American population. Combined with a diverse product line and price range, NIO is equipped to take on the increasing demands for EVs on a global scale.</p><p><blockquote>蔚来在中国豪华电动汽车市场拥有良好的销售记录，其规格可与全球知名的特斯拉相媲美，因此没有理由不在海外取得成功。如前所述，蔚来车辆充满电后的续航里程可达 435 英里，对于那些正在寻找可靠伴侣陪伴他们进行日常通勤和长途旅行的欧美潜在车主来说，这是一个理想的选择。蔚来的外观和内饰设计也是现代、豪华的，可与欧洲和北美人口的偏好相媲美。结合多样化的产品线和价格范围，蔚来有能力满足全球范围内对电动汽车日益增长的需求。</blockquote></p><p> <b>NIO’s Historical Performance</b></p><p><blockquote><b>蔚来的历史表现</b></blockquote></p><p></p><p> Just a little more than a year ago, NIO’s share price hit an all-time low at under $2 amidst liquidity troubles despite continued vehicle sales. In mid-2020, the municipal government of Hefei, China came to NIO’s rescue with a&nbsp;capital injection of RMB 7 billion&nbsp;(approximately $1 billion). The arrangement resulted in the creation of “NIO China”, which serves as the operating entity that holds all of NIO’s core businesses and assets; NIO currently holds a 90.36% ownership interest in NIO China, while the “Hefei Strategic Investors” consortium holds the remainder 9.64%. The partnership became the company’s lifeline; the additional capital brought forth significant improvements to the company’s operations and vehicle sales, which were reflected in their strong financial performance and upward trend in share price in the summer of 2020. By the end of 2020’s second quarter, NIO’s share price rebounded by almost 20% on average after posting a 171% quarter-over-quarter increase in total revenues. The company’s share price more than tripled in 2020’s third quarter, averaging $15.40, and continued to climb towards its fourth quarter average of $38.70. By the end of the latest quarter ended March 31st, 2021, NIO’s share price averaged $50.97, and peaked at almost $62 in February which is more than 10x its&nbsp;IPO price in 2018. The company holds a market cap of more than $67 billion today, outgrowing its mere $1 billion market cap when it made its debut on the NYSE.</p><p><blockquote>就在一年多前，尽管汽车销售仍在继续，但由于流动性问题，蔚来的股价还是创下了不到 2 美元的历史新低。2020 年年中，中国合肥市政府出手相救，注资 70 亿元人民币（约合 10 亿美元）。该安排导致“蔚来中国”成立，作为持有蔚来所有核心业务和资产的运营实体；蔚来目前持有蔚来中国 90.36% 的股权，“合肥战略投资者”财团持有剩余 9.64% 的股权。这种合作关系成为公司的生命线；额外的资本为公司的运营和汽车销售带来了显著改善，这反映在公司强劲的财务业绩和 2020 年夏季股价的上升趋势上。到 2020 年第二季度末，蔚来的股价平均反弹了近 20%，总收入环比增长了 171%。该公司股价在 2020 年第三季度上涨了两倍多，平均达到 15.40 美元，并继续攀升至第四季度的平均水平 38.70 美元。截至 2021 年 3 月 31 日的最新季度末，蔚来的平均股价为 50.97 美元，2 月份达到近 62 美元的峰值，是其 2018 年 IPO 价格的 10 倍多。如今，该公司的市值超过 670 亿美元，超过了在纽约证券交易所首次亮相时的 10 亿美元市值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75a1d7edb18c1762028ba54f617e1982\" tg-width=\"640\" tg-height=\"250\"><span>Source: Author, with data from ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者，数据来自ir.nio.com</span></p></blockquote></p><p> NIO’s fundamentals have also shown nothing but steady improvements since its share price peaked earlier this year before the&nbsp;growth stock sell-off in late February. Deliveries in 2021 have continued to accelerate exponentially, with first quarter deliveries of more than 20,000 vehicles, representing almost 50% of total deliveries made in 2020. The company continues to exhibit a promising outlook with more than 7,100 vehicles delivered in April, representing an increase of more than 125% year-over-year. NIO has also maintained positive cash flows from operating activities for the first quarter of 2021, thanks to the higher deliveries and effective cost-management measures which have amped up their gross profit margin to 19.5%, comparable with industry leaders like Tesla whose first quarter gross margins were 21%. As aforementioned, we are forecasting vehicle sales of close to 300,000 units by FY 2025, which translates to approximately RMB 140 billion ($22 billion) in total revenues ($18.60 per share). Our vehicle sales forecast for FY 2025 is further corroborated by the&nbsp;recently renewed manufacturing agreement&nbsp;with joint venturer “Jianghuai Automobile Group” (“JAC”), which increases the current annual production capacity of 100,000 units to 240,000 units; the ongoing construction of “NeoPark” in Hefei, China is also expected to add annual production capacity of 1 million units, which further supports our positive outlook on NIO’s continued commitment to grow its business. Considering industry peer Tesla’s current P/S ratio of 16.43x with approximately $42 billion in annual revenues (annualization of $10.389 billion in first quarter revenues), the same proportion applied to NIO’s forecasted FY 2025 total revenues is expected to yield a P/S ratio of 8.7x, resulting in a share price of more than $160.</p><p><blockquote>自今年早些时候股价在 2 月底成长型股票抛售之前达到顶峰以来，蔚来的基本面也一直在稳步改善。2021年的交付量继续呈指数级加速，第一季度交付量超过20,000辆，占2020年总交付量的近50%。该公司继续展现出光明的前景，4 月份交付了超过 7,100 辆汽车，同比增长超过 125%。蔚来在2021年第一季度还保持了经营活动的正现金流，这得益于更高的交付量和有效的成本管理措施，使其毛利率提高到19.5%，与特斯拉等行业领导者相当第一季度毛利率为21%。如上所述，我们预计到 2025 财年汽车销量将接近 300,000 辆，相当于总收入约为 1,400 亿元人民币（220 亿美元）（每股 18.60 美元）。近期与合营企业「江淮汽车集团」（「江淮汽车集团」）重续的制造协议进一步证实了我们对2025财年的整车销售预测，该协议将目前的年产能由100,000辆增加至240,000辆；目前正在合肥兴建的「NeoPark」预计年产能将增加100万台，进一步支持我们对蔚来继续致力于发展业务的积极前景。考虑到行业同行特斯拉目前的市盈率为 16.43 倍，年收入约为 420 亿美元（第一季度收入年化为 103.89 亿美元），同样的比例应用于蔚来预测的 2025 财年总收入，预计市盈率将达到 8.7 倍，股价将超过 160 美元。</blockquote></p><p> <b>NIO vs. LI and XPEV</b></p><p><blockquote><b>蔚来与李和 XPEV</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8fa939f92be448d1f427a6ac4bfb25\" tg-width=\"640\" tg-height=\"352\"><span>Source: Finviz</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Finviz</span></p></blockquote></p><p> We have also compared NIO’s current P/S ratio to its domestic peers to gauge the timeline in which NIO’s share price will exceed $100. NIO currently trades at a P/S ratio of approximately 14.88x, while domestic industry peers, Li Auto(NASDAQ:LI)and XPEV, currently trade at a P/S ratio of 14.46x and 21.31x, respectively.</p><p><blockquote>我们还将蔚来目前的市盈率与国内同行进行了比较，以确定蔚来股价超过 100 美元的时间表。蔚来目前的市盈率约为14.88倍，而国内行业同行理想汽车（纳斯达克股票代码：LI）和XPEV目前的市盈率分别为14.46倍和21.31倍。</blockquote></p><p></p><p> Considering NIO’s technology, revenues, global footprint, and cash flows are stronger than LI’s and XPEV’s, the former deserves to be traded at a much higher multiple than the latter two. Even if NIO reaches a P/S ratio of 18.1x (mid-point to XPEV's), it will drive the company’s current share price up to $51.50, which represents an upside potential of 22% based on the last traded share price of $42.34 (June 1st). And based on our forecasted revenues for FY 2025 for NIO of RMB 140 billion ($22 billion), or $18.60 per share, even a multiple half of the 18.1x would be more than sufficient to bring NIO's share price beyond $160 by 2025; we believe the trading multiple is achievable for NIO given the cash from operations and technological advancements achieved by then would place them on a trajectory of continued long-term growth within the EV industry, which is expected to continue into 2030 and beyond when the brand's level 4 autonomous driving technology development is complete and commercialized.</p><p><blockquote>考虑到蔚来的技术、收入、全球足迹和现金流都强于李和XPEV，前者的交易倍数应该远高于后两者。即使蔚来的市盈率达到 18.1 倍（XPEV 的中点），也将推动该公司目前的股价升至 51.50 美元，根据最新交易股价 42.34 美元（6 月 1 日）计算，这意味着 22% 的上涨潜力。根据我们对蔚来 2025 财年收入的预测为 1400 亿元人民币（220 亿美元），即每股 18.60 美元，即使是 18.1 倍的一半也足以让蔚来的股价在 2025 年突破 160 美元；我们相信，蔚来的交易倍数是可以实现的，因为运营现金和届时实现的技术进步将使他们在电动汽车行业走上持续长期增长的轨道，预计这种增长将持续到 2030 年及以后品牌的 4 级自动驾驶技术开发完成并商业化。</blockquote></p><p> <b>Business Risks and Challenges</b></p><p><blockquote><b>业务风险与挑战</b></blockquote></p><p> As mentioned in one of my&nbsp;previous articles on NIO, the “Holding Foreign Companies Accountable Act” (“HFCA Act”) remains one of the most significant impending threats to the company’s share price. Currently, public accounting firms in China are non-compliant with PCAOB inspection rules required by the SEC, and the enactment of the HFCA Act in December 2020 requires that these public accounting firms comply with PCAOB inspection requests within three years of the enactment date; otherwise, all public companies audited by said firms will be subject to risks of de-listing. NIO is currently audited by PricewaterhouseCoopers Zhong Tian LLP, which is on PCAOB’s&nbsp;denied-access list. The potential threat of being delisted from the NYSE could be a deterrence factor to investors and ultimately hemorrhage NIO’s share price in the long run if Chinese authorities and the PCAOB cannot reach an agreement on conducting inspections soon.</p><p><blockquote>正如我在之前一篇关于蔚来的文章中提到的，《外国公司问责法》（“Holding Foreign Companies Accountable Act”）仍然是公司股价面临的最重大威胁之一。目前，中国的公共会计师事务所不符合SEC要求的PCAOB检查规则，2020年12月HFCA法案的颁布要求这些公共会计师事务所在颁布之日起三年内遵守PCAOB检查要求；否则，上述公司审计的所有上市公司都将面临退市风险。蔚来目前正在接受普华永道中天会计师事务所（PricewaterhouseCoopers Zhong Tian LLP）的审计，该事务所已被列入 PCAOB 的拒绝准入名单。如果中国当局和 PCAOB 不能尽快就进行检查达成协议，从纽约证券交易所退市的潜在威胁可能会对投资者起到威慑作用，并最终导致蔚来股价长期下跌。</blockquote></p><p> Another imminent challenge to NIO’s business is the ongoing global chip supply shortage. As the automotive industry becomes more dependent on chips to manage every function of their vehicles, the gap between automaker demands and chip manufacturer supplies is widened. NIO was no exception to the impacts of the ongoing chip supply crisis – in March 2021, NIO halted their production activity at the JAC-NIO manufacturing plant for five working days in order to adjust their production levels. However, the company continues to effectively navigate through the situation as proven through their increasing number of deliveries month-over-month; in NIO’s latest delivery update press release for April, the company has continued to keep up with market demand with more than 7,100 vehicle deliveries made, representing a 125% year-over-year growth.</p><p><blockquote>蔚来业务面临的另一个迫在眉睫的挑战是全球芯片供应持续短缺。随着汽车行业越来越依赖芯片来管理车辆的各项功能，汽车制造商的需求和芯片制造商的供应之间的差距正在扩大。蔚来也不例外，受到持续芯片供应危机的影响——2021年3月，蔚来停止了江淮蔚来制造工厂的生产活动五个工作日，以调整生产水平。然而，该公司继续有效地应对这种情况，正如他们逐月增加的交付数量所证明的那样；在蔚来最新发布的 4 月份交付更新新闻稿中，该公司继续满足市场需求，交付了 7100 多辆汽车，同比增长 125%。</blockquote></p><p> Competition within the EV sector has also ramped up in recent years. Consumer attitude towards EVs has changed drastically in the past decade due to rising concerns over climate change met with price parity between traditional petrol-fueled vehicles and EVs. The entry barrier for emerging EV makers has also lowered significantly as car battery solutions become more accessible through third-party OEMs; new entrants are now keener on participating in the profitable opportunity within the growing EV sector as initial investments become more reasonable than it was for Tesla in 2003 when EVs were still just a concept to many. In addition to new entrants, traditional petrol-fueled automakers like Ford(NYSE:F)have also started to incorporate fully battery-powered vehicles into their fleet in order to meet evolving consumer demands and remain competitive within the automotive industry. However, we believe NIO possesses the brand, customer experience, production strategy, talent and business model (further analyzedhere) needed to remain successful within the new competitive landscape in the long run.</p><p><blockquote>近年来，电动汽车领域的竞争也愈演愈烈。由于对气候变化的担忧日益加剧，加上传统汽油动力汽车和电动汽车之间的价格平价，消费者对电动汽车的态度在过去十年中发生了巨大变化。随着第三方原始设备制造商更容易获得汽车电池解决方案，新兴电动汽车制造商的准入门槛也显着降低；新进入者现在更热衷于参与不断增长的电动汽车行业的盈利机会，因为初始投资变得比 2003 年特斯拉更加合理，当时电动汽车对许多人来说仍然只是一个概念。除了新进入者之外，福特（纽约证券交易所股票代码：F）等传统汽油燃料汽车制造商也开始将全电池驱动汽车纳入其车队，以满足不断变化的消费者需求并在汽车行业保持竞争力。然而，我们相信蔚来拥有在新的竞争格局中长期取得成功所需的品牌、客户体验、生产战略、人才和商业模式（在此进一步分析）。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> NIO has already established a strong brand presence within the domestic Chinese market, which is currently one of the fastest growing EV markets, representing more than 40% of global EV sales in 2020. Combined with their proven ability to produce quality EVs, construct innovative charging infrastructure, achieve breakthrough progress in the development of autonomous driving technology, and execute their overseas expansion strategy, NIO is effectively narrowing the gap between them and Tesla within the EV sector on a global scale. We are confident that the next five years will be a transformational era for the EV and tech company due to increasing demands for electrification and automation within the automotive industry, which NIO has already proven to excel in. The value of its continued achievements will be reflected in its share price in no time, making them a worthy stock pick for those looking to profit off of the impending age of green transition and automation.</p><p><blockquote>蔚来已经在中国国内市场建立了强大的品牌形象，中国国内市场是目前增长最快的电动汽车市场之一，2020年占全球电动汽车销量的40%以上。结合他们在生产优质电动汽车、建设创新充电基础设施、在自动驾驶技术开发方面取得突破性进展以及执行海外扩张战略方面的成熟能力，蔚来正在有效地缩小他们与特斯拉在全球范围内电动汽车领域的差距。我们相信，由于汽车行业对电气化和自动化的需求不断增长，未来五年将是这家电动汽车和科技公司的转型时代，而蔚来已经证明在这方面表现出色。其持续成就的价值将很快反映在其股价上，对于那些希望从即将到来的绿色转型和自动化时代中获利的人来说，它们是一个值得选择的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4432901-nio-stock-reach-100\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4432901-nio-stock-reach-100","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148130971","content_text":"Summary\n\nNIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.\nThe company's innovative approach and overseas expansion strategy, combined with the growing market sentiment on global electrification and automation are expected to boost the company's valuation.\nWe believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.\n\nPhoto by Drew Angerer/Getty Images News via Getty Images\nDespite it being a local Chinese electric vehicle (“EV”) brand that has only recently started its overseas expansion into Europe, NIO(NYSE:NIO)has already garnered significant international attention amidst avid investors within the EV sector in recent years. It has only been three short years since NIO made its first deliveries in mid-2018, yet many are already wondering whether its share price can reach similar heights as an industry leader, Tesla’s(NASDAQ:TSLA). Albeit a little farfetched given Tesla is currently trading at more than $600 per share with a market cap of more than $600 billion, we do believe NIO has promising potential to break $100 per share before 2025. Even Wall Street Analysts remain optimistic about the company’s future by assigning a price target of close to $60, which represents upward potential of more than 35% based on the last traded share price of $42.34 (June 1st).\nFounded in 2014, NIO has sold and delivered more than 100,000 vehicles in China to date. The company boasts a fleet of five emission-free, fully battery-powered models, ranging from sports cars to luxury sedans and full-size SUVs. In addition to their vehicles, NIO is also known for their significant progress achieved in innovative technology, including state-of-the-art battery solutions, artificial intelligence, and autonomous driving. The company has also recently turned their global expansion plans into reality, with the first overseas NIO store to open in Oslo, Norway in Q3 2021. We believe that reaching a share price of $100 is no longer a question of “if”, but instead, “when”.\nA Trailblazer in Innovative Technology\nSource:ir.nio.com\nNIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fast and convenient solution to concerns over the typically limited travel range of EVs. Similar to a gas station, Power Swap is a battery swapping station that can swap a dead battery out for a fully charged one in under three minutes; a fully charged battery enables a NIO vehicle to travel up to 435 miles, which is more than double of the 181-mile average travel range of electric vehicles currently available on the market. NIO owners have the option to subscribe to the“Battery as a Service” (“BaaS”)package, which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal needs. The company currently offers a standard 75 kWh battery which enables a travel range of up to 310 miles on a full charge, and an enhanced 100 kWh battery which enables a travel range of up to 435 miles on a full charge; both are available for NIO owners to choose from on a month-to-month basis under BaaS. To date, there are more than 226 battery swapping stations across China, with more on the way following a recent strategic partnership agreement between NIO and Sinopec. NIO’s vehicles are also compatible with local competitor XPeng’s(NYSE:XPEV)1,140 vehicle charging stations available across 164 cities in China, which further enhances its existing network of charging infrastructure in place for NIO owners.\nIn addition to the developed network of infrastructure needed to sustain NIO EVs in the long run, the company has also been working diligently on perfecting their autonomous driving and AI technology in order to remain competitive in the broader EV and tech space. NIO has already been performing testing on its autonomous driving systems since 2016, with their first testing on public roads in Beijing performed in 2018. The company’s commitment to the future of passenger transportation is also proven through their development of EVE, the brand’s concept car for autonomous driving which encompasses a luxurious, comfortable and safe experience powered by NIO’s NOMI AI, the world’s first in-vehicle artificial intelligence.\nTo further enhance their progress in autonomous driving technology, NIO has recently partnered with Mobileye – an Intel-owned(NASDAQ:INTC)company known for developing the “EyeQ chip” currently used by more than 27 car manufacturers for their assisted-driving technologies – to develop and commercialize driving automation that does not require human interaction (i.e. “level 4” autonomous driving). Their collaboration is expected to accelerate NIO’s launch of the “Autonomous Driving as a Service” (“ADaaS”) package, which is a monthly subscription for their autonomous driving technology, “NIO Autonomous Driving” (“NAD”). However, similar to Tesla’s “Full Self-Driving” package, the NAD technology that is expected to launch in 2022 does not yet make NIO vehicles capable of driving without human intervention, but it does catapult NIO to a comparable spot with industry leader Tesla in the race towards level 4 autonomous driving. NIO owners will have the option to subscribe to ADaaS for a monthly subscription fee of RMB 680. With more than 102,000 NIO vehicles on the road today, the new subscription package is expected to generate incremental annual sales of RMB 840 million ($132 million); the additional revenue stream is valued at approximately RMB 10 billion ($1.6 billion) upon the service’s inception, assuming an average vehicle life of 12 years with most existing NIO owners signing up.\nNIO’s continuous developments in autonomous driving technology are expected to benefit the company and its shareholders greatly in the near future. By 2025, the global autonomous cars market will become one of the fastest growing and most highly demanded segments with an estimated value of $1.6 trillion. A 6% share of this market would add a valuation of at least $100 billion to NIO’s existing $67 billion market cap, boosting its per unit share value to more than $100. Considering NIO is currently one of the very few fully electric automakers to have achieved tangible results within the autonomous driving scene, and is actively growing its overseas sales, we are confident that the company is capable of capturing more than 6% of the said market share, and achieve a per unit share price of more than $100 by 2025 with ease. Combined with the global shift in consumer preference towards electrification and automation, we are projecting vehicle sales of approximately 300,000 units by FY 2025, which will yield total revenues of approximately RMB 140 billion ($22 billion).\nSource: Author, with data from our internal forecasts (NIO_-_Forecasted_Financial_Information.pdf).\nGlobal Expansion\nSource: ir.nio.com\nAnother catalyst that will propel NIO’s share price beyond $100 is their ongoing overseas expansion efforts. NIO has been transparent about their intentions to expand globally, especially in the U.S. and Europe, as part of their plans in becoming an industry leader. NIO will be opening its first overseas sales and service centre in Oslo, Norway in September. The brand’s footprint in Norway will further expand in 2022 with four more NIO stores to open in Bergen, Stavanger, Trondheim and Kristiansand. In addition to its direct sales and service centres, NIO will also be introducing a full charging map for Europe, starting with four NIO Power Swap stations in Norway to provide new NIO owners with the convenience and range that the brand builds its success on. NIO’s flagship SUV, the ES8, which currently retails at a starting price of approximately US$67,000, will be the first model introduced in the European market, with the brand’s newest full-size sedan, the ET7, to follow in 2022.\nWith a proven sales track record in China’s luxury EV market, and specs comparable to the globally recognized Tesla, there is no reason for NIO to not succeed overseas. As mentioned in earlier sections, NIO’s vehicles have a driving range of up to 435 miles on a full charge, making it a desirable choice for potential European and American car owners looking for a reliable companion to accompany them on daily commutes to long road trips. The NIO exterior and interior designs are also modern, luxurious, and comparable to those preferred by the European and North American population. Combined with a diverse product line and price range, NIO is equipped to take on the increasing demands for EVs on a global scale.\nNIO’s Historical Performance\nJust a little more than a year ago, NIO’s share price hit an all-time low at under $2 amidst liquidity troubles despite continued vehicle sales. In mid-2020, the municipal government of Hefei, China came to NIO’s rescue with a capital injection of RMB 7 billion (approximately $1 billion). The arrangement resulted in the creation of “NIO China”, which serves as the operating entity that holds all of NIO’s core businesses and assets; NIO currently holds a 90.36% ownership interest in NIO China, while the “Hefei Strategic Investors” consortium holds the remainder 9.64%. The partnership became the company’s lifeline; the additional capital brought forth significant improvements to the company’s operations and vehicle sales, which were reflected in their strong financial performance and upward trend in share price in the summer of 2020. By the end of 2020’s second quarter, NIO’s share price rebounded by almost 20% on average after posting a 171% quarter-over-quarter increase in total revenues. The company’s share price more than tripled in 2020’s third quarter, averaging $15.40, and continued to climb towards its fourth quarter average of $38.70. By the end of the latest quarter ended March 31st, 2021, NIO’s share price averaged $50.97, and peaked at almost $62 in February which is more than 10x its IPO price in 2018. The company holds a market cap of more than $67 billion today, outgrowing its mere $1 billion market cap when it made its debut on the NYSE.\nSource: Author, with data from ir.nio.com\nNIO’s fundamentals have also shown nothing but steady improvements since its share price peaked earlier this year before the growth stock sell-off in late February. Deliveries in 2021 have continued to accelerate exponentially, with first quarter deliveries of more than 20,000 vehicles, representing almost 50% of total deliveries made in 2020. The company continues to exhibit a promising outlook with more than 7,100 vehicles delivered in April, representing an increase of more than 125% year-over-year. NIO has also maintained positive cash flows from operating activities for the first quarter of 2021, thanks to the higher deliveries and effective cost-management measures which have amped up their gross profit margin to 19.5%, comparable with industry leaders like Tesla whose first quarter gross margins were 21%. As aforementioned, we are forecasting vehicle sales of close to 300,000 units by FY 2025, which translates to approximately RMB 140 billion ($22 billion) in total revenues ($18.60 per share). Our vehicle sales forecast for FY 2025 is further corroborated by the recently renewed manufacturing agreement with joint venturer “Jianghuai Automobile Group” (“JAC”), which increases the current annual production capacity of 100,000 units to 240,000 units; the ongoing construction of “NeoPark” in Hefei, China is also expected to add annual production capacity of 1 million units, which further supports our positive outlook on NIO’s continued commitment to grow its business. Considering industry peer Tesla’s current P/S ratio of 16.43x with approximately $42 billion in annual revenues (annualization of $10.389 billion in first quarter revenues), the same proportion applied to NIO’s forecasted FY 2025 total revenues is expected to yield a P/S ratio of 8.7x, resulting in a share price of more than $160.\nNIO vs. LI and XPEV\nSource: Finviz\nWe have also compared NIO’s current P/S ratio to its domestic peers to gauge the timeline in which NIO’s share price will exceed $100. NIO currently trades at a P/S ratio of approximately 14.88x, while domestic industry peers, Li Auto(NASDAQ:LI)and XPEV, currently trade at a P/S ratio of 14.46x and 21.31x, respectively.\nConsidering NIO’s technology, revenues, global footprint, and cash flows are stronger than LI’s and XPEV’s, the former deserves to be traded at a much higher multiple than the latter two. Even if NIO reaches a P/S ratio of 18.1x (mid-point to XPEV's), it will drive the company’s current share price up to $51.50, which represents an upside potential of 22% based on the last traded share price of $42.34 (June 1st). And based on our forecasted revenues for FY 2025 for NIO of RMB 140 billion ($22 billion), or $18.60 per share, even a multiple half of the 18.1x would be more than sufficient to bring NIO's share price beyond $160 by 2025; we believe the trading multiple is achievable for NIO given the cash from operations and technological advancements achieved by then would place them on a trajectory of continued long-term growth within the EV industry, which is expected to continue into 2030 and beyond when the brand's level 4 autonomous driving technology development is complete and commercialized.\nBusiness Risks and Challenges\nAs mentioned in one of my previous articles on NIO, the “Holding Foreign Companies Accountable Act” (“HFCA Act”) remains one of the most significant impending threats to the company’s share price. Currently, public accounting firms in China are non-compliant with PCAOB inspection rules required by the SEC, and the enactment of the HFCA Act in December 2020 requires that these public accounting firms comply with PCAOB inspection requests within three years of the enactment date; otherwise, all public companies audited by said firms will be subject to risks of de-listing. NIO is currently audited by PricewaterhouseCoopers Zhong Tian LLP, which is on PCAOB’s denied-access list. The potential threat of being delisted from the NYSE could be a deterrence factor to investors and ultimately hemorrhage NIO’s share price in the long run if Chinese authorities and the PCAOB cannot reach an agreement on conducting inspections soon.\nAnother imminent challenge to NIO’s business is the ongoing global chip supply shortage. As the automotive industry becomes more dependent on chips to manage every function of their vehicles, the gap between automaker demands and chip manufacturer supplies is widened. NIO was no exception to the impacts of the ongoing chip supply crisis – in March 2021, NIO halted their production activity at the JAC-NIO manufacturing plant for five working days in order to adjust their production levels. However, the company continues to effectively navigate through the situation as proven through their increasing number of deliveries month-over-month; in NIO’s latest delivery update press release for April, the company has continued to keep up with market demand with more than 7,100 vehicle deliveries made, representing a 125% year-over-year growth.\nCompetition within the EV sector has also ramped up in recent years. Consumer attitude towards EVs has changed drastically in the past decade due to rising concerns over climate change met with price parity between traditional petrol-fueled vehicles and EVs. The entry barrier for emerging EV makers has also lowered significantly as car battery solutions become more accessible through third-party OEMs; new entrants are now keener on participating in the profitable opportunity within the growing EV sector as initial investments become more reasonable than it was for Tesla in 2003 when EVs were still just a concept to many. In addition to new entrants, traditional petrol-fueled automakers like Ford(NYSE:F)have also started to incorporate fully battery-powered vehicles into their fleet in order to meet evolving consumer demands and remain competitive within the automotive industry. However, we believe NIO possesses the brand, customer experience, production strategy, talent and business model (further analyzedhere) needed to remain successful within the new competitive landscape in the long run.\nConclusion\nNIO has already established a strong brand presence within the domestic Chinese market, which is currently one of the fastest growing EV markets, representing more than 40% of global EV sales in 2020. Combined with their proven ability to produce quality EVs, construct innovative charging infrastructure, achieve breakthrough progress in the development of autonomous driving technology, and execute their overseas expansion strategy, NIO is effectively narrowing the gap between them and Tesla within the EV sector on a global scale. We are confident that the next five years will be a transformational era for the EV and tech company due to increasing demands for electrification and automation within the automotive industry, which NIO has already proven to excel in. The value of its continued achievements will be reflected in its share price in no time, making them a worthy stock pick for those looking to profit off of the impending age of green transition and automation.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115903110,"gmtCreate":1622944760530,"gmtModify":1634096774834,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"Apple","listText":"Apple","text":"Apple","images":[{"img":"https://static.tigerbbs.com/ce0d37bdb3593299bcee018cb8d311c7","width":"1125","height":"3003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115903110","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":112203867,"gmtCreate":1622870311759,"gmtModify":1634097167421,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"got potential?","listText":"got potential?","text":"got potential?","images":[{"img":"https://static.tigerbbs.com/e3385a5dbed26264343149f7e64ea198","width":"1125","height":"3329"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112203867","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":185070088,"gmtCreate":1623628745044,"gmtModify":1634031086081,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Pltr, up pls","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Pltr, up pls","text":"$Palantir Technologies Inc.(PLTR)$Pltr, up pls","images":[{"img":"https://static.tigerbbs.com/9269083e47d101b6b0a15de9c073cc3c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/185070088","isVote":1,"tweetType":1,"viewCount":3610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"content":"帮忙回复一下谢谢","text":"帮忙回复一下谢谢","html":"帮忙回复一下谢谢"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":135932025,"gmtCreate":1622125417867,"gmtModify":1634183624238,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>PLTR, when will u up?&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>PLTR, when will u up?&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$PLTR, when will u up?","images":[{"img":"https://static.tigerbbs.com/bbc2e982ad71a0783d914d4e0cb6246b","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/135932025","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548126242847346","authorId":"3548126242847346","name":"hsuan","avatar":"https://static.tigerbbs.com/962664f269c8a1ec44a3c7227b45b174","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3548126242847346","idStr":"3548126242847346"},"content":"耐心点，这是一支百元股","text":"耐心点，这是一支百元股","html":"耐心点，这是一支百元股"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377766338,"gmtCreate":1619566212824,"gmtModify":1634211805573,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>when will u up up up ...","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>when will u up up up ...","text":"$Palantir Technologies Inc.(PLTR)$when will u up up up ...","images":[{"img":"https://static.tigerbbs.com/0e11629297659515ed6b224f2ae392f2","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/377766338","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108669187,"gmtCreate":1620019244749,"gmtModify":1631885361471,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TMO\">$Thermo Fisher Scientific(TMO)$</a>TMO","listText":"<a href=\"https://laohu8.com/S/TMO\">$Thermo Fisher Scientific(TMO)$</a>TMO","text":"$Thermo Fisher Scientific(TMO)$TMO","images":[{"img":"https://static.tigerbbs.com/c4af622ca1aa7acac6609467eddb23ac","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/108669187","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376589998,"gmtCreate":1619136895614,"gmtModify":1634288320498,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"Market correction. Hopeful?&nbsp;","listText":"Market correction. Hopeful?&nbsp;","text":"Market correction. Hopeful?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/376589998","repostId":"2129336573","repostType":4,"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323926139,"gmtCreate":1615300435321,"gmtModify":1703486983227,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"TSLA soon up","listText":"TSLA soon up","text":"TSLA soon up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/323926139","repostId":"2118694941","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320189540,"gmtCreate":1615041536680,"gmtModify":1703484397535,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"Hope for recovery soon. Agree? Pls help comment 🙏🏻","listText":"Hope for recovery soon. Agree? Pls help comment 🙏🏻","text":"Hope for recovery soon. Agree? Pls help comment 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/320189540","repostId":"1116017255","repostType":4,"repost":{"id":"1116017255","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614954925,"share":"https://www.laohunote.com/m/news/1116017255?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:35","market":"us","language":"en","title":"U.S. Stocks open up, as strong jobs report boosts reopening optimism<blockquote>美国股市开盘，强劲的就业报告提振了重新开放的乐观情绪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116017255","media":"老虎资讯综合","summary":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism abo","content":"<p>(March 5)&nbsp;Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p><blockquote>（3月5日）强于预期的就业报告提振了人们对经济更快重新开放的乐观情绪，股市将反弹。</blockquote></p><p>The Dow up 0.93%, the S&amp;P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p><blockquote>道琼斯指数上涨0.93%，标普500指数上涨1.05%，纳斯达克综合指数上涨1.13%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源：Tiger Trade，美国东部时间 09:30</span></p></blockquote></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p><blockquote>2月份就业报告公布后，美国10年期国债收益率飙升至1.6%以上。美国劳工部周五报告称，当月非农就业人数增加37.9万人，失业率降至6.2%。根据道琼斯的数据，相比之下，预计将新增 21 万个就业岗位，失业率将从 1 月份的 6.3% 保持稳定。</blockquote></p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p><blockquote>随着利率上涨，高估值的科技股在盘前再次受到打击，延续了本周的模式。特斯拉和 Peloton 股价下跌。</blockquote></p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p><blockquote>周四，美联储主席杰罗姆-鲍威尔（Jerome Powell）关于债券收益率上升的言论引发了期货大幅抛售。美联储主席说，最近的涨势引起了他的注意，但他没有暗示央行将如何控制涨势。一些投资者原本预计鲍威尔会表示愿意调整美联储的资产购买计划。</blockquote></p><p>The economic reopening could&nbsp;“create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p><blockquote>鲍威尔周四在《华尔街日报》网络研讨会上表示，经济重新开放可能会 “给物价带来一些上行压力”。他补充说，即使经济出现 “通胀暂时上升.我希望我们会保持耐心”。</blockquote></p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p><blockquote>“Fundstrat 联合创始人兼研究主管汤姆-李（Tom Lee）说：”在我们的谈话中，股权投资者确实在努力应对两件他们在过去 10 年中可能不必面对的事情。“一是通货膨胀的潜力实际上必须计入股票价格。我认为这有很多困惑”。</blockquote></p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p><blockquote>李补充说：“然后是债券市场似乎在考验美联储，这让人们感到害怕。”他认为本周的抛售是一个买入机会。</blockquote></p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p><blockquote>科技股周四领跌市场，尤其是那些估值较高、盈利能力较小或没有盈利能力的科技股。纳斯达克综合指数周四下跌 2.1%，本周跌幅达 3.6%。以科技股为主的基准今年也转为负值，并在盘中跌入修正区域，即较近期高点下跌 10%。</blockquote></p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p><blockquote>特斯拉股价在周五盘前交易中脱离低点，但仍下跌 0.3%。</blockquote></p><p>The S&amp;P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p><blockquote>标普500和道琼斯指数周四均下跌超过1%，本周下跌。由于油价上涨，能源板块前一交易日表现优异，上涨 2.5%。</blockquote></p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</p><p><blockquote>“LPL Financial 首席市场策略师 Ryan Detrick 说：”利率再次飙升，这为更多科技股的抛售打开了大门。“好的一面是，经济持续改善，金融和能源行业的领导力表明，现在不是卖掉一切的时候。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks open up, as strong jobs report boosts reopening optimism<blockquote>美国股市开盘，强劲的就业报告提振了重新开放的乐观情绪</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks open up, as strong jobs report boosts reopening optimism<blockquote>美国股市开盘，强劲的就业报告提振了重新开放的乐观情绪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 22:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p><blockquote>（3月5日）强于预期的就业报告提振了人们对经济更快重新开放的乐观情绪，股市将反弹。</blockquote></p><p>The Dow up 0.93%, the S&amp;P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p><blockquote>道琼斯指数上涨0.93%，标普500指数上涨1.05%，纳斯达克综合指数上涨1.13%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源：Tiger Trade，美国东部时间 09:30</span></p></blockquote></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p><blockquote>2月份就业报告公布后，美国10年期国债收益率飙升至1.6%以上。美国劳工部周五报告称，当月非农就业人数增加37.9万人，失业率降至6.2%。根据道琼斯的数据，相比之下，预计将新增 21 万个就业岗位，失业率将从 1 月份的 6.3% 保持稳定。</blockquote></p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p><blockquote>随着利率上涨，高估值的科技股在盘前再次受到打击，延续了本周的模式。特斯拉和 Peloton 股价下跌。</blockquote></p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p><blockquote>周四，美联储主席杰罗姆-鲍威尔（Jerome Powell）关于债券收益率上升的言论引发了期货大幅抛售。美联储主席说，最近的涨势引起了他的注意，但他没有暗示央行将如何控制涨势。一些投资者原本预计鲍威尔会表示愿意调整美联储的资产购买计划。</blockquote></p><p>The economic reopening could&nbsp;“create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p><blockquote>鲍威尔周四在《华尔街日报》网络研讨会上表示，经济重新开放可能会 “给物价带来一些上行压力”。他补充说，即使经济出现 “通胀暂时上升.我希望我们会保持耐心”。</blockquote></p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p><blockquote>“Fundstrat 联合创始人兼研究主管汤姆-李（Tom Lee）说：”在我们的谈话中，股权投资者确实在努力应对两件他们在过去 10 年中可能不必面对的事情。“一是通货膨胀的潜力实际上必须计入股票价格。我认为这有很多困惑”。</blockquote></p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p><blockquote>李补充说：“然后是债券市场似乎在考验美联储，这让人们感到害怕。”他认为本周的抛售是一个买入机会。</blockquote></p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p><blockquote>科技股周四领跌市场，尤其是那些估值较高、盈利能力较小或没有盈利能力的科技股。纳斯达克综合指数周四下跌 2.1%，本周跌幅达 3.6%。以科技股为主的基准今年也转为负值，并在盘中跌入修正区域，即较近期高点下跌 10%。</blockquote></p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p><blockquote>特斯拉股价在周五盘前交易中脱离低点，但仍下跌 0.3%。</blockquote></p><p>The S&amp;P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p><blockquote>标普500和道琼斯指数周四均下跌超过1%，本周下跌。由于油价上涨，能源板块前一交易日表现优异，上涨 2.5%。</blockquote></p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</p><p><blockquote>“LPL Financial 首席市场策略师 Ryan Detrick 说：”利率再次飙升，这为更多科技股的抛售打开了大门。“好的一面是，经济持续改善，金融和能源行业的领导力表明，现在不是卖掉一切的时候。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116017255","content_text":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.The Dow up 0.93%, the S&P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.*Source From Tiger Trade, EST 09:30The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.The economic reopening could “create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.Tesla shares were off their lows in Friday premarket trading but still down 0.3%.The S&P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199134787,"gmtCreate":1620690531349,"gmtModify":1634197161372,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"sighhh 😔","listText":"sighhh 😔","text":"sighhh 😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/199134787","repostId":"1167387222","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349733798,"gmtCreate":1617636794314,"gmtModify":1634297384560,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"Apple","listText":"Apple","text":"Apple","images":[{"img":"https://static.tigerbbs.com/6b1ca3d1bf1f629132a0ecb5ab15af77","width":"1125","height":"3115"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/349733798","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163248723,"gmtCreate":1623887340062,"gmtModify":1634026515822,"author":{"id":"3569409177654344","authorId":"3569409177654344","name":"BeeL","avatar":"https://static.tigerbbs.com/04fd117193f398e58143bed822f34e05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569409177654344","idStr":"3569409177654344"},"themes":[],"title":"","htmlText":"interesting&nbsp;","listText":"interesting&nbsp;","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/163248723","repostId":"2144289713","repostType":4,"isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}