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T2021B

T2021B

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2021-12-07

Will Tesla hold above the $1000 price

2021-11-13

Great

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2021-09-02

Keep this stock for next 10years

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2021-08-28

Market is too hot need to be careful

Dow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</blockquote>

2021-08-19

👍

@koolgal:Buy Pfizer as it is trending upwards. As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸

2021-08-07

Dual listing is good

美股新能源车板块短线走低，小鹏汽车跌超4%

2021-08-03

To the moon

抱歉，原内容已删除

2021-08-03

Good

@交易员Owen:疫情帮了股市的忙，这次A股反弹还有空间。$A50指数主连(CNmain)$

2021-08-02

Xpeng will continue to deliver more EV car , share price to the moon

Xpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote>

2021-07-31

Invest them for long term

抱歉，原内容已删除

2021-07-27

$Tesla Motors(TSLA)$Trade Option is the best

2021-07-27

EV big sell off

EV Stocks dipped in Tuesday morning trading<blockquote>电动汽车股周二早盘下跌</blockquote>

2021-07-27

Because Microsoft will continue to outperform

Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>

2021-07-27

They don’t hv any more money to spend

Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>

2021-07-27

Don’t panic

抱歉，原内容已删除

2021-07-26

Bullish on SQ

抱歉，原内容已删除

2021-07-26

Exciting week

抱歉，原内容已删除

2021-07-25

Be cautious

抱歉，原内容已删除

2021-07-24

NIO will be exceed Tesla in long term

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

2021-07-24

Apple car

What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>

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this stock for next 10years","listText":"Keep this stock for next 10years","text":"Keep this stock for next 10years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812396304","repostId":"2164481941","repostType":2,"isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819787626,"gmtCreate":1630108395265,"gmtModify":1704955986846,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Market is too hot need to be careful&nbsp;","listText":"Market is too hot need to be careful&nbsp;","text":"Market is too hot need to be careful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819787626","repostId":"1152072794","repostType":4,"repost":{"id":"1152072794","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":1630074179,"share":"https://www.laohu8.com/m/news/1152072794?lang=zh_CN&edition=full","pubTime":"2021-08-27 22:22","market":"us","language":"en","title":"Dow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152072794","media":"Tiger Newspress","summary":"Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepar","content":"<p>Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepared the markets for the central bank to pull back on some of its monetary stimulus, saying it’s likely to start tapering its $120 billion in monthly bond purchases this year.</p><p><blockquote>由于美联储主席杰罗姆·鲍威尔(Jerome Powell)为市场做好准备，让美联储撤回部分货币刺激措施，并表示今年可能开始缩减每月1200亿美元的债券购买规模，股市周五上涨，并有望迎来上涨的一周。</blockquote></p><p> The Dow Jones Industrial Average gained 216 points, or 0.6%. The S&amp;P 500 and Nasdaq Composite rose 0.7% and 0.9%, respectively.</p><p><blockquote>道琼斯工业平均指数上涨216点，涨幅0.6%。标普500和纳斯达克综合指数分别上涨0.7%和0.9%。</blockquote></p><p> The 10-year Treasury yield, which ran up this week into&nbsp;the Powell speech, eased slightly after the Fed chief’s remarks as Powell made clear that interest rate hikes would not immediately follow after tapering was over. The financial markets’ reaction Friday is a sign that the central bank has successfully prepped investors so far for a removal of its $120 billion a month in bond buying and may avoid a ‘taper tantrum’ that rocked markets temporarily at end of 2013.</p><p><blockquote>本周鲍威尔讲话后上涨的10年期国债收益率在美联储主席发表讲话后略有回落，因为鲍威尔明确表示缩减购债规模结束后不会立即加息。金融市场周五的反应表明，迄今为止，央行已成功让投资者做好准备，取消每月1200亿美元的债券购买，并可能避免2013年底暂时震撼市场的“缩减恐慌”。</blockquote></p><p> Shares of Gap gained nearly 5% after the apparel retailer’s&nbsp;quarterly earnings report&nbsp;beat on top and bottom lines, while Peloton shares dropped after the exercise equipment company’s&nbsp;fourth-quarter financial results&nbsp;missed Wall Street estimates. Peloton fell 7.5%.</p><p><blockquote>服装零售商Gap的季度收益报告超出了营收和利润，该公司股价上涨了近5%，而运动器材公司Peloton的第四季度财务业绩低于华尔街预期后，该公司股价下跌。Peloton下跌7.5%。</blockquote></p><p> Energy stocks were higher, after being among the hardest hit on Thursday. Occidental Petroleum climbed more than 5% while Diamondback, Devon Energy and Halliburton rose more than 2%.</p><p><blockquote>能源股在周四成为受创最严重的股票之一后走高。西方石油公司上涨超过5%，Diamondback、Devon Energy和Halliburton上涨超过2%。</blockquote></p><p> The three major U.S. indexes closed Thursday’s regular trading session lower. The Dow snapped a four-day win streak while the S&amp;P 500 and the Nasdaq Composite both broke five-day win streaks.</p><p><blockquote>美国三大股指周四常规交易时段收跌。道琼斯指数结束了连续四天的上涨，而标普500和纳斯达克综合指数均打破了连续五天的上涨。</blockquote></p><p> Market participants also monitored new developments in Afghanistan, which appeared to weigh on investor sentiment. The Pentagon on Thursday confirmed that&nbsp;explosions&nbsp;near Hamid Karzai International Airport in Afghanistan killed 13 U.S. service members and wounded 18.</p><p><blockquote>市场参与者还关注阿富汗的新事态发展，这似乎打压了投资者的情绪。五角大楼周四证实，阿富汗哈米德·卡尔扎伊国际机场附近发生爆炸，造成13名美国军人死亡、18人受伤。</blockquote></p><p> “Markets don’t like uncertainty and the uncertainty in Afghanistan is high and feels like it’s rising,” said Bob Doll, chief investment officer of Crossmark Global Investments.</p><p><blockquote>Crossmark Global Investments首席投资官鲍勃·多尔(Bob Doll)表示：“市场不喜欢不确定性，阿富汗的不确定性很高，而且感觉还在上升。”</blockquote></p><p> Investors also await a consumer sentiment reading to be released Friday morning.</p><p><blockquote>投资者还在等待周五上午公布的消费者信心数据。</blockquote></p><p> The three major stock averages are all set to close the week in the green. The Dow is up 0.3% week-to-date, while the S&amp;P 500 is up 0.6% and the Nasdaq Composite is 1.6% higher.</p><p><blockquote>三大股指本周均以绿色收盘。道琼斯指数本周迄今上涨0.3%，标普500上涨0.6%，纳斯达克综合指数上涨1.6%。</blockquote></p><p> The indexes are on track to end the month higher. The Dow is up 0.8% in August. The S&amp;P 500 is 1.7% higher and the Nasdaq Composite is up 1.9% this month.</p><p><blockquote>这些指数有望在本月结束时走高。道琼斯指数8月份上涨0.8%。本月标普500上涨1.7%，纳斯达克综合指数上涨1.9%。</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>Dow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</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\">\nDow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-27 22:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepared the markets for the central bank to pull back on some of its monetary stimulus, saying it’s likely to start tapering its $120 billion in monthly bond purchases this year.</p><p><blockquote>由于美联储主席杰罗姆·鲍威尔(Jerome Powell)为市场做好准备，让美联储撤回部分货币刺激措施，并表示今年可能开始缩减每月1200亿美元的债券购买规模，股市周五上涨，并有望迎来上涨的一周。</blockquote></p><p> The Dow Jones Industrial Average gained 216 points, or 0.6%. The S&amp;P 500 and Nasdaq Composite rose 0.7% and 0.9%, respectively.</p><p><blockquote>道琼斯工业平均指数上涨216点，涨幅0.6%。标普500和纳斯达克综合指数分别上涨0.7%和0.9%。</blockquote></p><p> The 10-year Treasury yield, which ran up this week into&nbsp;the Powell speech, eased slightly after the Fed chief’s remarks as Powell made clear that interest rate hikes would not immediately follow after tapering was over. The financial markets’ reaction Friday is a sign that the central bank has successfully prepped investors so far for a removal of its $120 billion a month in bond buying and may avoid a ‘taper tantrum’ that rocked markets temporarily at end of 2013.</p><p><blockquote>本周鲍威尔讲话后上涨的10年期国债收益率在美联储主席发表讲话后略有回落，因为鲍威尔明确表示缩减购债规模结束后不会立即加息。金融市场周五的反应表明，迄今为止，央行已成功让投资者做好准备，取消每月1200亿美元的债券购买，并可能避免2013年底暂时震撼市场的“缩减恐慌”。</blockquote></p><p> Shares of Gap gained nearly 5% after the apparel retailer’s&nbsp;quarterly earnings report&nbsp;beat on top and bottom lines, while Peloton shares dropped after the exercise equipment company’s&nbsp;fourth-quarter financial results&nbsp;missed Wall Street estimates. Peloton fell 7.5%.</p><p><blockquote>服装零售商Gap的季度收益报告超出了营收和利润，该公司股价上涨了近5%，而运动器材公司Peloton的第四季度财务业绩低于华尔街预期后，该公司股价下跌。Peloton下跌7.5%。</blockquote></p><p> Energy stocks were higher, after being among the hardest hit on Thursday. Occidental Petroleum climbed more than 5% while Diamondback, Devon Energy and Halliburton rose more than 2%.</p><p><blockquote>能源股在周四成为受创最严重的股票之一后走高。西方石油公司上涨超过5%，Diamondback、Devon Energy和Halliburton上涨超过2%。</blockquote></p><p> The three major U.S. indexes closed Thursday’s regular trading session lower. The Dow snapped a four-day win streak while the S&amp;P 500 and the Nasdaq Composite both broke five-day win streaks.</p><p><blockquote>美国三大股指周四常规交易时段收跌。道琼斯指数结束了连续四天的上涨，而标普500和纳斯达克综合指数均打破了连续五天的上涨。</blockquote></p><p> Market participants also monitored new developments in Afghanistan, which appeared to weigh on investor sentiment. The Pentagon on Thursday confirmed that&nbsp;explosions&nbsp;near Hamid Karzai International Airport in Afghanistan killed 13 U.S. service members and wounded 18.</p><p><blockquote>市场参与者还关注阿富汗的新事态发展，这似乎打压了投资者的情绪。五角大楼周四证实，阿富汗哈米德·卡尔扎伊国际机场附近发生爆炸，造成13名美国军人死亡、18人受伤。</blockquote></p><p> “Markets don’t like uncertainty and the uncertainty in Afghanistan is high and feels like it’s rising,” said Bob Doll, chief investment officer of Crossmark Global Investments.</p><p><blockquote>Crossmark Global Investments首席投资官鲍勃·多尔(Bob Doll)表示：“市场不喜欢不确定性，阿富汗的不确定性很高，而且感觉还在上升。”</blockquote></p><p> Investors also await a consumer sentiment reading to be released Friday morning.</p><p><blockquote>投资者还在等待周五上午公布的消费者信心数据。</blockquote></p><p> The three major stock averages are all set to close the week in the green. The Dow is up 0.3% week-to-date, while the S&amp;P 500 is up 0.6% and the Nasdaq Composite is 1.6% higher.</p><p><blockquote>三大股指本周均以绿色收盘。道琼斯指数本周迄今上涨0.3%，标普500上涨0.6%，纳斯达克综合指数上涨1.6%。</blockquote></p><p> The indexes are on track to end the month higher. The Dow is up 0.8% in August. The S&amp;P 500 is 1.7% higher and the Nasdaq Composite is up 1.9% this month.</p><p><blockquote>这些指数有望在本月结束时走高。道琼斯指数8月份上涨0.8%。本月标普500上涨1.7%，纳斯达克综合指数上涨1.9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152072794","content_text":"Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepared the markets for the central bank to pull back on some of its monetary stimulus, saying it’s likely to start tapering its $120 billion in monthly bond purchases this year.\nThe Dow Jones Industrial Average gained 216 points, or 0.6%. The S&P 500 and Nasdaq Composite rose 0.7% and 0.9%, respectively.\nThe 10-year Treasury yield, which ran up this week into the Powell speech, eased slightly after the Fed chief’s remarks as Powell made clear that interest rate hikes would not immediately follow after tapering was over. The financial markets’ reaction Friday is a sign that the central bank has successfully prepped investors so far for a removal of its $120 billion a month in bond buying and may avoid a ‘taper tantrum’ that rocked markets temporarily at end of 2013.\nShares of Gap gained nearly 5% after the apparel retailer’s quarterly earnings report beat on top and bottom lines, while Peloton shares dropped after the exercise equipment company’s fourth-quarter financial results missed Wall Street estimates. Peloton fell 7.5%.\nEnergy stocks were higher, after being among the hardest hit on Thursday. Occidental Petroleum climbed more than 5% while Diamondback, Devon Energy and Halliburton rose more than 2%.\nThe three major U.S. indexes closed Thursday’s regular trading session lower. The Dow snapped a four-day win streak while the S&P 500 and the Nasdaq Composite both broke five-day win streaks.\nMarket participants also monitored new developments in Afghanistan, which appeared to weigh on investor sentiment. The Pentagon on Thursday confirmed that explosions near Hamid Karzai International Airport in Afghanistan killed 13 U.S. service members and wounded 18.\n“Markets don’t like uncertainty and the uncertainty in Afghanistan is high and feels like it’s rising,” said Bob Doll, chief investment officer of Crossmark Global Investments.\nInvestors also await a consumer sentiment reading to be released Friday morning.\nThe three major stock averages are all set to close the week in the green. The Dow is up 0.3% week-to-date, while the S&P 500 is up 0.6% and the Nasdaq Composite is 1.6% higher.\nThe indexes are on track to end the month higher. The Dow is up 0.8% in August. The S&P 500 is 1.7% higher and the Nasdaq Composite is up 1.9% this month.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831775714,"gmtCreate":1629354871338,"gmtModify":1631888016666,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831775714","repostId":"839823626","repostType":1,"repost":{"id":839823626,"gmtCreate":1629150935065,"gmtModify":1631883717764,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"Buy Pfizer as it is trending upwards.&nbsp; As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸","listText":"Buy Pfizer as it is trending upwards.&nbsp; As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸","text":"Buy Pfizer as it is trending upwards. As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸","images":[{"img":"https://static.tigerbbs.com/98bbc78f81bfc83ae94aa8350a0dc157","width":"1080","height":"3543"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839823626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893442826,"gmtCreate":1628297700265,"gmtModify":1631888016681,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Dual listing is good&nbsp;","listText":"Dual listing is good&nbsp;","text":"Dual listing is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893442826","repostId":"1140688886","repostType":2,"repost":{"id":"1140688886","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":1628260770,"share":"https://www.laohu8.com/m/news/1140688886?lang=zh_CN&edition=full","pubTime":"2021-08-06 22:39","market":"us","language":"zh","title":"美股新能源车板块短线走低，小鹏汽车跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140688886","media":"老虎资讯综合","summary":"周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，小鹏汽车跌4.2%，小牛电动、理想汽车跌3.3%，蔚来汽车跌3.1%，特斯拉跌1%。","content":"<p>周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.2%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌3.1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>美股新能源车板块短线走低，小鹏汽车跌超4%</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股新能源车板块短线走低，小鹏汽车跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-06 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.2%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌3.1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03a82e0c423084eeeed3c16621d1cbfe","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140688886","content_text":"周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，小鹏汽车跌4.2%，小牛电动、理想汽车跌3.3%，蔚来汽车跌3.1%，特斯拉跌1%。","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9,"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804522453,"gmtCreate":1627966182172,"gmtModify":1631888016692,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804522453","repostId":"2156111525","repostType":2,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804522153,"gmtCreate":1627966144272,"gmtModify":1631888016706,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804522153","repostId":"804500033","repostType":1,"repost":{"id":804500033,"gmtCreate":1627961608119,"gmtModify":1627967728762,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"htmlText":"疫情帮了股市的忙，这次A股反弹还有空间。<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>","listText":"疫情帮了股市的忙，这次A股反弹还有空间。<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>","text":"疫情帮了股市的忙，这次A股反弹还有空间。$A50指数主连(CNmain)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804500033","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805508861,"gmtCreate":1627888649953,"gmtModify":1631888016725,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Xpeng will continue to deliver more EV car , share price&nbsp;to the moon&nbsp;","listText":"Xpeng will continue to deliver more EV car , share price&nbsp;to the moon&nbsp;","text":"Xpeng will continue to deliver more EV car , share price to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805508861","repostId":"1103845023","repostType":4,"repost":{"id":"1103845023","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627887035,"share":"https://www.laohu8.com/m/news/1103845023?lang=zh_CN&edition=full","pubTime":"2021-08-02 14:50","market":"us","language":"en","title":"Xpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103845023","media":"Benzinga","summary":"U.S.-listed Chinese electric vehicle makerXpeng IncXPEV 6.59%on Monday reported a jump in monthly de","content":"<p>U.S.-listed Chinese&nbsp;electric vehicle maker<b>Xpeng Inc</b>XPEV 6.59%on Monday reported a jump in monthly deliveries as strong demand for the company's electric sports sedan P7&nbsp;from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s young buyers lifted sales.</p><p><blockquote>在美国上市的中国电动汽车制造商<b>小鹏汽车</b>XPEV周一报告称，由于对该公司电动运动轿车P 7的强劲需求，月度交付量猛增<a href=\"https://laohu8.com/S/CAAS\">中国</a>的年轻买家提振了销量。</blockquote></p><p> <b>What Happened:</b>The Guangzhou-based electric vehicle maker, which recently got aHong Konglisting said it delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers.</p><p><blockquote><b>发生了什么：</b>这家总部位于广州的电动汽车制造商最近在香港上市，表示其在中国交付了8,040辆汽车，同比增长228%，比上个月增长22%。</blockquote></p><p> Xpeng currently has two models on sale and the bulk of the deliveries came from P7 at 6,054 units, while G3, the company’s compact electric sports utility vehicle, contributed the rest of the deliveries at 1,986 units.</p><p><blockquote>小鹏汽车目前有两款车型在售，大部分交付量来自P7，为6,054辆，而该公司的紧凑型电动运动型多功能车G3则贡献了其余交付量，为1,986辆。</blockquote></p><p> Xpeng said China’s younger, internet-savvy generation was the main driving force behind the growing&nbsp;sales of P7 — a model that was launched just a year ago.</p><p><blockquote>小鹏汽车表示，中国年轻、精通互联网的一代是P7销量增长的主要推动力——这款车型仅在一年前推出。</blockquote></p><p> The EV maker's year-to-date deliveries stand at 38,778.</p><p><blockquote>这家电动汽车制造商今年迄今的交付量为38,778辆。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Xpeng is ramping up its portfolio and has given its first G3 model, which was launched in China at the end of 2018, a design update. The G3 SUVs mid-phase facelift version will begin deliveries in September.</p><p><blockquote><b>为什么重要：</b>小鹏汽车正在扩大其产品组合，并对2018年底在中国推出的首款G3车型进行了设计更新。G3 SUV中期改款版将于9月开始交付。</blockquote></p><p> The EV maker has also started accepting pre-order bookings for its upcoming sedan, the P5,&nbsp;which is priced significantly lower than<b>Tesla Inc</b>’sTSLA 1.45%Model 3 electric fastback midsize four-door sedan in China.</p><p><blockquote>这家电动汽车制造商还开始接受其即将推出的轿车P5的预订，该车的价格明显低于<b>特斯拉公司</b>TSLA 1.45%Model 3电动溜背中型四门轿车在中国上市。</blockquote></p><p> P5, the company's third production model, is priced in the range of RMB 160,000 – RMB 230,000 ($24,751 to $35,578) after subsidies.</p><p><blockquote>P5是该公司的第三款量产车型，补贴后售价在16万元至23万元人民币（24,751美元至35,578美元）之间。</blockquote></p><p> Tesla’s Model 3 can now be booked at RMB 235,900 ($36,517) after last week’s price cut and delivery is expected in four to six weeks.</p><p><blockquote>经过上周的降价，特斯拉Model 3现在可以以235,900元人民币（36,517美元）的价格预订，预计将在四到六周内交付。</blockquote></p><p> Rival<b><a href=\"https://laohu8.com/S/LI\">Li Auto</a> Inc</b>LI 8.9%, which currently has just <a href=\"https://laohu8.com/S/AONE.U\">one</a> model on sale, reported a 251.3% jump to 8,589 deliveries for the month of July on Sunday.<b>Nio Inc</b>NIO 4.77%is scheduled to report the latest delivery numbers later on Monday.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/LI\">理想汽车</a>Inc</b>LI 8.9%，目前刚刚<a href=\"https://laohu8.com/S/AONE.U\">一</a>周日公布的7月份交付量增长了251.3%，达到8,589辆。<b>蔚来公司</b>蔚来4.77%定于周一晚些时候公布最新交付数据。</blockquote></p><p> Chinese electric vehicle makers are scaling up competition at home as well as preparing for overseas expansion. Competition is set to intensify further as automakers unveil a fuller portfolio and compete with bigger rivals such as Tesla and<b>Volkswagen AG</b>VWAGY 1.38%at both home and abroad.</p><p><blockquote>中国电动汽车制造商正在加强国内竞争，并为海外扩张做准备。随着汽车制造商推出更全面的产品组合并与特斯拉和<b>大众汽车公司</b>国内外VWAGY 1.38%。</blockquote></p><p> <b>Price Action:</b>Xpeng shares closed 6.38% higher at $40.38 on Friday in <a href=\"https://laohu8.com/S/NWY\">New York</a>.&nbsp;The shares traded 11% higher in Hong Kong on Monday after it reported the delivery numbers.</p><p><blockquote><b>价格走势：</b>小鹏汽车股价周五收盘上涨6.38%，至40.38美元<a href=\"https://laohu8.com/S/NWY\">纽约</a>该股周一在香港公布交付数据后上涨11%。</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>Xpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-02 14:50</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>U.S.-listed Chinese&nbsp;electric vehicle maker<b>Xpeng Inc</b>XPEV 6.59%on Monday reported a jump in monthly deliveries as strong demand for the company's electric sports sedan P7&nbsp;from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s young buyers lifted sales.</p><p><blockquote>在美国上市的中国电动汽车制造商<b>小鹏汽车</b>XPEV周一报告称，由于对该公司电动运动轿车P 7的强劲需求，月度交付量猛增<a href=\"https://laohu8.com/S/CAAS\">中国</a>的年轻买家提振了销量。</blockquote></p><p> <b>What Happened:</b>The Guangzhou-based electric vehicle maker, which recently got aHong Konglisting said it delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers.</p><p><blockquote><b>发生了什么：</b>这家总部位于广州的电动汽车制造商最近在香港上市，表示其在中国交付了8,040辆汽车，同比增长228%，比上个月增长22%。</blockquote></p><p> Xpeng currently has two models on sale and the bulk of the deliveries came from P7 at 6,054 units, while G3, the company’s compact electric sports utility vehicle, contributed the rest of the deliveries at 1,986 units.</p><p><blockquote>小鹏汽车目前有两款车型在售，大部分交付量来自P7，为6,054辆，而该公司的紧凑型电动运动型多功能车G3则贡献了其余交付量，为1,986辆。</blockquote></p><p> Xpeng said China’s younger, internet-savvy generation was the main driving force behind the growing&nbsp;sales of P7 — a model that was launched just a year ago.</p><p><blockquote>小鹏汽车表示，中国年轻、精通互联网的一代是P7销量增长的主要推动力——这款车型仅在一年前推出。</blockquote></p><p> The EV maker's year-to-date deliveries stand at 38,778.</p><p><blockquote>这家电动汽车制造商今年迄今的交付量为38,778辆。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Xpeng is ramping up its portfolio and has given its first G3 model, which was launched in China at the end of 2018, a design update. The G3 SUVs mid-phase facelift version will begin deliveries in September.</p><p><blockquote><b>为什么重要：</b>小鹏汽车正在扩大其产品组合，并对2018年底在中国推出的首款G3车型进行了设计更新。G3 SUV中期改款版将于9月开始交付。</blockquote></p><p> The EV maker has also started accepting pre-order bookings for its upcoming sedan, the P5,&nbsp;which is priced significantly lower than<b>Tesla Inc</b>’sTSLA 1.45%Model 3 electric fastback midsize four-door sedan in China.</p><p><blockquote>这家电动汽车制造商还开始接受其即将推出的轿车P5的预订，该车的价格明显低于<b>特斯拉公司</b>TSLA 1.45%Model 3电动溜背中型四门轿车在中国上市。</blockquote></p><p> P5, the company's third production model, is priced in the range of RMB 160,000 – RMB 230,000 ($24,751 to $35,578) after subsidies.</p><p><blockquote>P5是该公司的第三款量产车型，补贴后售价在16万元至23万元人民币（24,751美元至35,578美元）之间。</blockquote></p><p> Tesla’s Model 3 can now be booked at RMB 235,900 ($36,517) after last week’s price cut and delivery is expected in four to six weeks.</p><p><blockquote>经过上周的降价，特斯拉Model 3现在可以以235,900元人民币（36,517美元）的价格预订，预计将在四到六周内交付。</blockquote></p><p> Rival<b><a href=\"https://laohu8.com/S/LI\">Li Auto</a> Inc</b>LI 8.9%, which currently has just <a href=\"https://laohu8.com/S/AONE.U\">one</a> model on sale, reported a 251.3% jump to 8,589 deliveries for the month of July on Sunday.<b>Nio Inc</b>NIO 4.77%is scheduled to report the latest delivery numbers later on Monday.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/LI\">理想汽车</a>Inc</b>LI 8.9%，目前刚刚<a href=\"https://laohu8.com/S/AONE.U\">一</a>周日公布的7月份交付量增长了251.3%，达到8,589辆。<b>蔚来公司</b>蔚来4.77%定于周一晚些时候公布最新交付数据。</blockquote></p><p> Chinese electric vehicle makers are scaling up competition at home as well as preparing for overseas expansion. Competition is set to intensify further as automakers unveil a fuller portfolio and compete with bigger rivals such as Tesla and<b>Volkswagen AG</b>VWAGY 1.38%at both home and abroad.</p><p><blockquote>中国电动汽车制造商正在加强国内竞争，并为海外扩张做准备。随着汽车制造商推出更全面的产品组合并与特斯拉和<b>大众汽车公司</b>国内外VWAGY 1.38%。</blockquote></p><p> <b>Price Action:</b>Xpeng shares closed 6.38% higher at $40.38 on Friday in <a href=\"https://laohu8.com/S/NWY\">New York</a>.&nbsp;The shares traded 11% higher in Hong Kong on Monday after it reported the delivery numbers.</p><p><blockquote><b>价格走势：</b>小鹏汽车股价周五收盘上涨6.38%，至40.38美元<a href=\"https://laohu8.com/S/NWY\">纽约</a>该股周一在香港公布交付数据后上涨11%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103845023","content_text":"U.S.-listed Chinese electric vehicle makerXpeng IncXPEV 6.59%on Monday reported a jump in monthly deliveries as strong demand for the company's electric sports sedan P7 from China's young buyers lifted sales.\nWhat Happened:The Guangzhou-based electric vehicle maker, which recently got aHong Konglisting said it delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers.\nXpeng currently has two models on sale and the bulk of the deliveries came from P7 at 6,054 units, while G3, the company’s compact electric sports utility vehicle, contributed the rest of the deliveries at 1,986 units.\nXpeng said China’s younger, internet-savvy generation was the main driving force behind the growing sales of P7 — a model that was launched just a year ago.\nThe EV maker's year-to-date deliveries stand at 38,778.\nWhy It Matters: Xpeng is ramping up its portfolio and has given its first G3 model, which was launched in China at the end of 2018, a design update. The G3 SUVs mid-phase facelift version will begin deliveries in September.\nThe EV maker has also started accepting pre-order bookings for its upcoming sedan, the P5, which is priced significantly lower thanTesla Inc’sTSLA 1.45%Model 3 electric fastback midsize four-door sedan in China.\nP5, the company's third production model, is priced in the range of RMB 160,000 – RMB 230,000 ($24,751 to $35,578) after subsidies.\nTesla’s Model 3 can now be booked at RMB 235,900 ($36,517) after last week’s price cut and delivery is expected in four to six weeks.\nRivalLi Auto IncLI 8.9%, which currently has just one model on sale, reported a 251.3% jump to 8,589 deliveries for the month of July on Sunday.Nio IncNIO 4.77%is scheduled to report the latest delivery numbers later on Monday.\nChinese electric vehicle makers are scaling up competition at home as well as preparing for overseas expansion. Competition is set to intensify further as automakers unveil a fuller portfolio and compete with bigger rivals such as Tesla andVolkswagen AGVWAGY 1.38%at both home and abroad.\nPrice Action:Xpeng shares closed 6.38% higher at $40.38 on Friday in New York. The shares traded 11% higher in Hong Kong on Monday after it reported the delivery numbers.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806735115,"gmtCreate":1627693343637,"gmtModify":1631888016736,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Invest them for long term&nbsp;","listText":"Invest them for long term&nbsp;","text":"Invest them for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806735115","repostId":"1165718297","repostType":2,"isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803020142,"gmtCreate":1627397134486,"gmtModify":1631888016754,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Trade Option is the best","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Trade Option is the best","text":"$Tesla Motors(TSLA)$Trade Option is the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803020142","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803069634,"gmtCreate":1627396755028,"gmtModify":1631888016766,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"EV big sell off","listText":"EV big sell off","text":"EV big sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803069634","repostId":"1142426532","repostType":2,"repost":{"id":"1142426532","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":1627393073,"share":"https://www.laohu8.com/m/news/1142426532?lang=zh_CN&edition=full","pubTime":"2021-07-27 21:37","market":"us","language":"en","title":"EV Stocks dipped in Tuesday morning trading<blockquote>电动汽车股周二早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142426532","media":"Tiger Newspress","summary":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell ","content":"<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p><p><blockquote>电动汽车股周二早盘下跌。小鹏汽车下跌3%，蔚来和理想汽车下跌2%，特斯拉下跌1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks dipped in Tuesday morning trading<blockquote>电动汽车股周二早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-27 21:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p><p><blockquote>电动汽车股周二早盘下跌。小鹏汽车下跌3%，蔚来和理想汽车下跌2%，特斯拉下跌1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","LCID":"Lucid Group Inc","FSR":"菲斯克","NIO":"蔚来","TSLA":"特斯拉","NIU":"小牛电动"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142426532","content_text":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9,"FFIE":0.9,"TSLA":0.9,"XPEV":0.9,"FSR":0.9,"LCID":0.9,"NIU":0.9,"TSP":0.9,"NKLA":0.9,"RIDE":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809633937,"gmtCreate":1627363829629,"gmtModify":1631888016780,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Because Microsoft will continue to outperform&nbsp;","listText":"Because Microsoft will continue to outperform&nbsp;","text":"Because Microsoft will continue to outperform","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809633937","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://www.laohu8.com/m/news/2154966721?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</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 These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</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 These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-27 11:03</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1,"symbols_score_info":{"MSFT":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809630352,"gmtCreate":1627363629276,"gmtModify":1631888016791,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"They don’t hv any more money to spend&nbsp;","listText":"They don’t hv any more money to spend&nbsp;","text":"They don’t hv any more money to spend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809630352","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","kind":"news","pubTimestamp":1627357394,"share":"https://www.laohu8.com/m/news/1103996297?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-27 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">CNN</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":{"GS":"高盛",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809697606,"gmtCreate":1627363571905,"gmtModify":1631888016804,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Don’t panic&nbsp;","listText":"Don’t panic&nbsp;","text":"Don’t panic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809697606","repostId":"2154099517","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800851745,"gmtCreate":1627292706187,"gmtModify":1631888016818,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Bullish on SQ","listText":"Bullish on SQ","text":"Bullish on SQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800851745","repostId":"2154931205","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800859693,"gmtCreate":1627292593612,"gmtModify":1631888016835,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Exciting week","listText":"Exciting week","text":"Exciting week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800859693","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177932947,"gmtCreate":1627174897289,"gmtModify":1631888016848,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Be cautious&nbsp;","listText":"Be cautious&nbsp;","text":"Be cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177932947","repostId":"2153989989","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174621171,"gmtCreate":1627096184993,"gmtModify":1631888016861,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"NIO will be exceed&nbsp;Tesla in long term&nbsp;","listText":"NIO will be exceed&nbsp;Tesla in long term&nbsp;","text":"NIO will be exceed Tesla in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174621171","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174186592,"gmtCreate":1627086112516,"gmtModify":1631888016876,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Apple car&nbsp;","listText":"Apple car&nbsp;","text":"Apple car","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174186592","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://www.laohu8.com/m/news/2153938547?lang=zh_CN&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":174621171,"gmtCreate":1627096184993,"gmtModify":1631888016861,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"NIO will be exceed&nbsp;Tesla in long term&nbsp;","listText":"NIO will be exceed&nbsp;Tesla in long term&nbsp;","text":"NIO will be exceed Tesla in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174621171","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174117455,"gmtCreate":1627085811577,"gmtModify":1631888016900,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174117455","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://www.laohu8.com/m/news/1191636755?lang=zh_CN&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉财报即将发布。这是一个重要的数字。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将公布，投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于这家世界上最有价值的汽车公司及其打破传统的首席执行官埃隆·马斯克来说，有很多活动部件，甚至比平时还要多。然而，弄清楚股票是上涨还是下跌应该并不那么困难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于7月26日星期一收盘后发布报告。FactSet的数据显示，华尔街预计特斯拉的销售额为115亿美元，每股收益约为94美分。对于任何股票在财报后交易中保持稳定来说，超出分析师预期非常重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素将影响底线收益——全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者将希望看到营业利润创纪录——无论它如何发生。这可能会使股价突破近期区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布2020年第三季度营业利润超过8亿美元，该股在随后的三个月内上涨了一倍多，达到860美元左右。但由于随后几个季度营业利润增长基本暂停，股价最近已从约860美元跌至约640美元。利润停滞也意味着股票停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计为8.35亿美元。2021年第二季度是特斯拉单季度交付量首次超过20万辆。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>在盈利被消化后，多头和空头之间应该会对盈利质量争论不休。例如，特斯拉创造销售的一种方式是出售监管信用——它通过生产超过其公平份额的电动汽车来赚取监管信用。该公司第一季度信贷销售额为5.18亿美元，这帮助特斯拉超出了盈利预期。关于什么是“正常”的信贷销售金额以及这些销售何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将销售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉第一季度比特币持有量小幅增长，但该加密货币的价格自4月份的峰值以来已下跌约一半。这意味着有可能会有一点损失。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉的新德国工厂和德克萨斯奥斯丁工厂何时开始交付汽车。奥斯丁工厂将生产特斯拉的Cybertruck。人们还可能会对特斯拉驾驶辅助功能的进步产生疑问——该公司最近开始以订阅形式销售其驾驶辅助软件——以及该公司可以从其充电网络中赚多少钱。马斯克本周在推特上表示，特斯拉将向其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该出现在定于下午5:30举行的财报电话会议上。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约9%，落后于标准普尔500指数和道琼斯工业平均指数分别17%和15%的涨幅。尽管如此，特斯拉股价仍表现强劲，在过去12个月内上涨了约112%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉财报即将发布。这是一个重要的数字。</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 Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉财报即将发布。这是一个重要的数字。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-24 07:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将公布，投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于这家世界上最有价值的汽车公司及其打破传统的首席执行官埃隆·马斯克来说，有很多活动部件，甚至比平时还要多。然而，弄清楚股票是上涨还是下跌应该并不那么困难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于7月26日星期一收盘后发布报告。FactSet的数据显示，华尔街预计特斯拉的销售额为115亿美元，每股收益约为94美分。对于任何股票在财报后交易中保持稳定来说，超出分析师预期非常重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素将影响底线收益——全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者将希望看到营业利润创纪录——无论它如何发生。这可能会使股价突破近期区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布2020年第三季度营业利润超过8亿美元，该股在随后的三个月内上涨了一倍多，达到860美元左右。但由于随后几个季度营业利润增长基本暂停，股价最近已从约860美元跌至约640美元。利润停滞也意味着股票停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计为8.35亿美元。2021年第二季度是特斯拉单季度交付量首次超过20万辆。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>在盈利被消化后，多头和空头之间应该会对盈利质量争论不休。例如，特斯拉创造销售的一种方式是出售监管信用——它通过生产超过其公平份额的电动汽车来赚取监管信用。该公司第一季度信贷销售额为5.18亿美元，这帮助特斯拉超出了盈利预期。关于什么是“正常”的信贷销售金额以及这些销售何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将销售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉第一季度比特币持有量小幅增长，但该加密货币的价格自4月份的峰值以来已下跌约一半。这意味着有可能会有一点损失。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉的新德国工厂和德克萨斯奥斯丁工厂何时开始交付汽车。奥斯丁工厂将生产特斯拉的Cybertruck。人们还可能会对特斯拉驾驶辅助功能的进步产生疑问——该公司最近开始以订阅形式销售其驾驶辅助软件——以及该公司可以从其充电网络中赚多少钱。马斯克本周在推特上表示，特斯拉将向其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该出现在定于下午5:30举行的财报电话会议上。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约9%，落后于标准普尔500指数和道琼斯工业平均指数分别17%和15%的涨幅。尽管如此，特斯拉股价仍表现强劲，在过去12个月内上涨了约112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809633937,"gmtCreate":1627363829629,"gmtModify":1631888016780,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Because Microsoft will continue to outperform&nbsp;","listText":"Because Microsoft will continue to outperform&nbsp;","text":"Because Microsoft will continue to outperform","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809633937","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://www.laohu8.com/m/news/2154966721?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</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 These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</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 These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results<blockquote>为什么这三位微软分析师在第四季度业绩公布前看好</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-27 11:03</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p><p><blockquote><b>微软公司。</b>（纳斯达克股票代码：MSFT）将于7月27日星期二收盘后公布第四季度收益。为了应对这一盈利看涨期权，花旗、KeyBanc和Wedbush Securities的分析师提供了对该公司市场定位的见解。</blockquote></p><p> The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p><p><blockquote>市场普遍预计第四季度每股收益为1.90美元，营收为441亿美元。</blockquote></p><p> <h3>Citi's Take On Microsoft</h3> “Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p><p><blockquote><h3>花旗对微软的看法</h3>“IT预算的恢复、经销商预期增长的上升、消费模式重新加速的迹象以及PC数量较3个月前略有增加”帮助分析师泰勒·拉德克(Tyler Radke)维持了对微软第四季度盈利的积极前景。该分析师没有提供确切的每股收益估计。</blockquote></p><p> Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p><p><blockquote>该分析师在一份报告中表示，从长远来看，微软仍然是花旗在北美应用软件、系统软件和互动家庭娱乐股票中排名第一的大盘股。</blockquote></p><p> The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p><p><blockquote>该分析师维持买入评级，并将目标价从310美元上调至378美元。</blockquote></p><p> <h3>KeyBanc's Take On Microsoft</h3> Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p><p><blockquote><h3>KeyBanc对微软的看法</h3>KeyBanc董事总经理兼企业软件高级分析师Michael Turits表示，微软在安全、云迁移和数字化转型领域变得越来越重要。</blockquote></p><p> According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p><p><blockquote>这位分析师表示，根据对IT增值经销商（VAR）的一项调查，随着世界迎来企业向更多采用数字技术的转变，安全、Office 365和Azure是最大的支出领域。</blockquote></p><p> The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p><p><blockquote>他说，VAR调查还强调，微软的产品在竞争对手中排名很高，从GitHub等开发运营解决方案到Azure的云解决方案，再到安全产品，这些产品都超过了Okta/Auth0。</blockquote></p><p> The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p><p><blockquote>该分析师重申了跑赢大盘评级，并将目标价从305美元上调至330美元。</blockquote></p><p> <h3>Wedbush's Take On Microsoft</h3> Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p><p><blockquote><h3>韦德布什对微软的看法</h3>分析师Daniel Ives预计微软周二的盈利和指引将“超越并加薪”。</blockquote></p><p> Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p><p><blockquote>这位分析师表示，在企业范围内向云架构数字化转型加速的推动下，Azure交易规模正在“显着增加”。</blockquote></p><p> Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p><p><blockquote>他表示，Azure正处于推出的早期阶段，仅渗透到微软35%的安装基础。Ives表示，微软的Office 365过渡应该会继续推动企业Azure的采用。</blockquote></p><p> Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p><p><blockquote>Wedbush分析师表示，数字化转型的潜在市场总额估计为1万亿美元，微软在部署Azure和Office 365作为云企业解决方案的支柱方面处于非常有利的地位。</blockquote></p><p> Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p><p><blockquote>展望未来，Wedbush维持对微软跑赢大盘的评级，目标价为325美元，这主要是由于目前庞大的微软软件安装基础推动了云转型故事的不断增长。</blockquote></p><p> <b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p><p><blockquote><b>MSFT价格走势：</b>周一最后一次检查时，微软股价下跌0.43%，至288.43美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1,"symbols_score_info":{"MSFT":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809697606,"gmtCreate":1627363571905,"gmtModify":1631888016804,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Don’t panic&nbsp;","listText":"Don’t panic&nbsp;","text":"Don’t panic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809697606","repostId":"2154099517","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812396304,"gmtCreate":1630550966308,"gmtModify":1631888016641,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Keep this stock for next 10years","listText":"Keep this stock for next 10years","text":"Keep this stock for next 10years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812396304","repostId":"2164481941","repostType":2,"isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819787626,"gmtCreate":1630108395265,"gmtModify":1704955986846,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Market is too hot need to be careful&nbsp;","listText":"Market is too hot need to be careful&nbsp;","text":"Market is too hot need to be careful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819787626","repostId":"1152072794","repostType":4,"repost":{"id":"1152072794","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":1630074179,"share":"https://www.laohu8.com/m/news/1152072794?lang=zh_CN&edition=full","pubTime":"2021-08-27 22:22","market":"us","language":"en","title":"Dow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152072794","media":"Tiger Newspress","summary":"Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepar","content":"<p>Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepared the markets for the central bank to pull back on some of its monetary stimulus, saying it’s likely to start tapering its $120 billion in monthly bond purchases this year.</p><p><blockquote>由于美联储主席杰罗姆·鲍威尔(Jerome Powell)为市场做好准备，让美联储撤回部分货币刺激措施，并表示今年可能开始缩减每月1200亿美元的债券购买规模，股市周五上涨，并有望迎来上涨的一周。</blockquote></p><p> The Dow Jones Industrial Average gained 216 points, or 0.6%. The S&amp;P 500 and Nasdaq Composite rose 0.7% and 0.9%, respectively.</p><p><blockquote>道琼斯工业平均指数上涨216点，涨幅0.6%。标普500和纳斯达克综合指数分别上涨0.7%和0.9%。</blockquote></p><p> The 10-year Treasury yield, which ran up this week into&nbsp;the Powell speech, eased slightly after the Fed chief’s remarks as Powell made clear that interest rate hikes would not immediately follow after tapering was over. The financial markets’ reaction Friday is a sign that the central bank has successfully prepped investors so far for a removal of its $120 billion a month in bond buying and may avoid a ‘taper tantrum’ that rocked markets temporarily at end of 2013.</p><p><blockquote>本周鲍威尔讲话后上涨的10年期国债收益率在美联储主席发表讲话后略有回落，因为鲍威尔明确表示缩减购债规模结束后不会立即加息。金融市场周五的反应表明，迄今为止，央行已成功让投资者做好准备，取消每月1200亿美元的债券购买，并可能避免2013年底暂时震撼市场的“缩减恐慌”。</blockquote></p><p> Shares of Gap gained nearly 5% after the apparel retailer’s&nbsp;quarterly earnings report&nbsp;beat on top and bottom lines, while Peloton shares dropped after the exercise equipment company’s&nbsp;fourth-quarter financial results&nbsp;missed Wall Street estimates. Peloton fell 7.5%.</p><p><blockquote>服装零售商Gap的季度收益报告超出了营收和利润，该公司股价上涨了近5%，而运动器材公司Peloton的第四季度财务业绩低于华尔街预期后，该公司股价下跌。Peloton下跌7.5%。</blockquote></p><p> Energy stocks were higher, after being among the hardest hit on Thursday. Occidental Petroleum climbed more than 5% while Diamondback, Devon Energy and Halliburton rose more than 2%.</p><p><blockquote>能源股在周四成为受创最严重的股票之一后走高。西方石油公司上涨超过5%，Diamondback、Devon Energy和Halliburton上涨超过2%。</blockquote></p><p> The three major U.S. indexes closed Thursday’s regular trading session lower. The Dow snapped a four-day win streak while the S&amp;P 500 and the Nasdaq Composite both broke five-day win streaks.</p><p><blockquote>美国三大股指周四常规交易时段收跌。道琼斯指数结束了连续四天的上涨，而标普500和纳斯达克综合指数均打破了连续五天的上涨。</blockquote></p><p> Market participants also monitored new developments in Afghanistan, which appeared to weigh on investor sentiment. The Pentagon on Thursday confirmed that&nbsp;explosions&nbsp;near Hamid Karzai International Airport in Afghanistan killed 13 U.S. service members and wounded 18.</p><p><blockquote>市场参与者还关注阿富汗的新事态发展，这似乎打压了投资者的情绪。五角大楼周四证实，阿富汗哈米德·卡尔扎伊国际机场附近发生爆炸，造成13名美国军人死亡、18人受伤。</blockquote></p><p> “Markets don’t like uncertainty and the uncertainty in Afghanistan is high and feels like it’s rising,” said Bob Doll, chief investment officer of Crossmark Global Investments.</p><p><blockquote>Crossmark Global Investments首席投资官鲍勃·多尔(Bob Doll)表示：“市场不喜欢不确定性，阿富汗的不确定性很高，而且感觉还在上升。”</blockquote></p><p> Investors also await a consumer sentiment reading to be released Friday morning.</p><p><blockquote>投资者还在等待周五上午公布的消费者信心数据。</blockquote></p><p> The three major stock averages are all set to close the week in the green. The Dow is up 0.3% week-to-date, while the S&amp;P 500 is up 0.6% and the Nasdaq Composite is 1.6% higher.</p><p><blockquote>三大股指本周均以绿色收盘。道琼斯指数本周迄今上涨0.3%，标普500上涨0.6%，纳斯达克综合指数上涨1.6%。</blockquote></p><p> The indexes are on track to end the month higher. The Dow is up 0.8% in August. The S&amp;P 500 is 1.7% higher and the Nasdaq Composite is up 1.9% this month.</p><p><blockquote>这些指数有望在本月结束时走高。道琼斯指数8月份上涨0.8%。本月标普500上涨1.7%，纳斯达克综合指数上涨1.9%。</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>Dow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</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\">\nDow jumps 200 points, S&P 500 hits record as Powell prepares markets for Fed’s bond taper this year<blockquote>道指大涨200点标普500创历史新高鲍威尔为美联储今年缩减债券做准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-27 22:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepared the markets for the central bank to pull back on some of its monetary stimulus, saying it’s likely to start tapering its $120 billion in monthly bond purchases this year.</p><p><blockquote>由于美联储主席杰罗姆·鲍威尔(Jerome Powell)为市场做好准备，让美联储撤回部分货币刺激措施，并表示今年可能开始缩减每月1200亿美元的债券购买规模，股市周五上涨，并有望迎来上涨的一周。</blockquote></p><p> The Dow Jones Industrial Average gained 216 points, or 0.6%. The S&amp;P 500 and Nasdaq Composite rose 0.7% and 0.9%, respectively.</p><p><blockquote>道琼斯工业平均指数上涨216点，涨幅0.6%。标普500和纳斯达克综合指数分别上涨0.7%和0.9%。</blockquote></p><p> The 10-year Treasury yield, which ran up this week into&nbsp;the Powell speech, eased slightly after the Fed chief’s remarks as Powell made clear that interest rate hikes would not immediately follow after tapering was over. The financial markets’ reaction Friday is a sign that the central bank has successfully prepped investors so far for a removal of its $120 billion a month in bond buying and may avoid a ‘taper tantrum’ that rocked markets temporarily at end of 2013.</p><p><blockquote>本周鲍威尔讲话后上涨的10年期国债收益率在美联储主席发表讲话后略有回落，因为鲍威尔明确表示缩减购债规模结束后不会立即加息。金融市场周五的反应表明，迄今为止，央行已成功让投资者做好准备，取消每月1200亿美元的债券购买，并可能避免2013年底暂时震撼市场的“缩减恐慌”。</blockquote></p><p> Shares of Gap gained nearly 5% after the apparel retailer’s&nbsp;quarterly earnings report&nbsp;beat on top and bottom lines, while Peloton shares dropped after the exercise equipment company’s&nbsp;fourth-quarter financial results&nbsp;missed Wall Street estimates. Peloton fell 7.5%.</p><p><blockquote>服装零售商Gap的季度收益报告超出了营收和利润，该公司股价上涨了近5%，而运动器材公司Peloton的第四季度财务业绩低于华尔街预期后，该公司股价下跌。Peloton下跌7.5%。</blockquote></p><p> Energy stocks were higher, after being among the hardest hit on Thursday. Occidental Petroleum climbed more than 5% while Diamondback, Devon Energy and Halliburton rose more than 2%.</p><p><blockquote>能源股在周四成为受创最严重的股票之一后走高。西方石油公司上涨超过5%，Diamondback、Devon Energy和Halliburton上涨超过2%。</blockquote></p><p> The three major U.S. indexes closed Thursday’s regular trading session lower. The Dow snapped a four-day win streak while the S&amp;P 500 and the Nasdaq Composite both broke five-day win streaks.</p><p><blockquote>美国三大股指周四常规交易时段收跌。道琼斯指数结束了连续四天的上涨，而标普500和纳斯达克综合指数均打破了连续五天的上涨。</blockquote></p><p> Market participants also monitored new developments in Afghanistan, which appeared to weigh on investor sentiment. The Pentagon on Thursday confirmed that&nbsp;explosions&nbsp;near Hamid Karzai International Airport in Afghanistan killed 13 U.S. service members and wounded 18.</p><p><blockquote>市场参与者还关注阿富汗的新事态发展，这似乎打压了投资者的情绪。五角大楼周四证实，阿富汗哈米德·卡尔扎伊国际机场附近发生爆炸，造成13名美国军人死亡、18人受伤。</blockquote></p><p> “Markets don’t like uncertainty and the uncertainty in Afghanistan is high and feels like it’s rising,” said Bob Doll, chief investment officer of Crossmark Global Investments.</p><p><blockquote>Crossmark Global Investments首席投资官鲍勃·多尔(Bob Doll)表示：“市场不喜欢不确定性，阿富汗的不确定性很高，而且感觉还在上升。”</blockquote></p><p> Investors also await a consumer sentiment reading to be released Friday morning.</p><p><blockquote>投资者还在等待周五上午公布的消费者信心数据。</blockquote></p><p> The three major stock averages are all set to close the week in the green. The Dow is up 0.3% week-to-date, while the S&amp;P 500 is up 0.6% and the Nasdaq Composite is 1.6% higher.</p><p><blockquote>三大股指本周均以绿色收盘。道琼斯指数本周迄今上涨0.3%，标普500上涨0.6%，纳斯达克综合指数上涨1.6%。</blockquote></p><p> The indexes are on track to end the month higher. The Dow is up 0.8% in August. The S&amp;P 500 is 1.7% higher and the Nasdaq Composite is up 1.9% this month.</p><p><blockquote>这些指数有望在本月结束时走高。道琼斯指数8月份上涨0.8%。本月标普500上涨1.7%，纳斯达克综合指数上涨1.9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152072794","content_text":"Stocks rose on Friday and headed for a winning week as Federal Reserve Chairman Jerome Powell prepared the markets for the central bank to pull back on some of its monetary stimulus, saying it’s likely to start tapering its $120 billion in monthly bond purchases this year.\nThe Dow Jones Industrial Average gained 216 points, or 0.6%. The S&P 500 and Nasdaq Composite rose 0.7% and 0.9%, respectively.\nThe 10-year Treasury yield, which ran up this week into the Powell speech, eased slightly after the Fed chief’s remarks as Powell made clear that interest rate hikes would not immediately follow after tapering was over. The financial markets’ reaction Friday is a sign that the central bank has successfully prepped investors so far for a removal of its $120 billion a month in bond buying and may avoid a ‘taper tantrum’ that rocked markets temporarily at end of 2013.\nShares of Gap gained nearly 5% after the apparel retailer’s quarterly earnings report beat on top and bottom lines, while Peloton shares dropped after the exercise equipment company’s fourth-quarter financial results missed Wall Street estimates. Peloton fell 7.5%.\nEnergy stocks were higher, after being among the hardest hit on Thursday. Occidental Petroleum climbed more than 5% while Diamondback, Devon Energy and Halliburton rose more than 2%.\nThe three major U.S. indexes closed Thursday’s regular trading session lower. The Dow snapped a four-day win streak while the S&P 500 and the Nasdaq Composite both broke five-day win streaks.\nMarket participants also monitored new developments in Afghanistan, which appeared to weigh on investor sentiment. The Pentagon on Thursday confirmed that explosions near Hamid Karzai International Airport in Afghanistan killed 13 U.S. service members and wounded 18.\n“Markets don’t like uncertainty and the uncertainty in Afghanistan is high and feels like it’s rising,” said Bob Doll, chief investment officer of Crossmark Global Investments.\nInvestors also await a consumer sentiment reading to be released Friday morning.\nThe three major stock averages are all set to close the week in the green. The Dow is up 0.3% week-to-date, while the S&P 500 is up 0.6% and the Nasdaq Composite is 1.6% higher.\nThe indexes are on track to end the month higher. The Dow is up 0.8% in August. The S&P 500 is 1.7% higher and the Nasdaq Composite is up 1.9% this month.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805508861,"gmtCreate":1627888649953,"gmtModify":1631888016725,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Xpeng will continue to deliver more EV car , share price&nbsp;to the moon&nbsp;","listText":"Xpeng will continue to deliver more EV car , share price&nbsp;to the moon&nbsp;","text":"Xpeng will continue to deliver more EV car , share price to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805508861","repostId":"1103845023","repostType":4,"repost":{"id":"1103845023","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627887035,"share":"https://www.laohu8.com/m/news/1103845023?lang=zh_CN&edition=full","pubTime":"2021-08-02 14:50","market":"us","language":"en","title":"Xpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103845023","media":"Benzinga","summary":"U.S.-listed Chinese electric vehicle makerXpeng IncXPEV 6.59%on Monday reported a jump in monthly de","content":"<p>U.S.-listed Chinese&nbsp;electric vehicle maker<b>Xpeng Inc</b>XPEV 6.59%on Monday reported a jump in monthly deliveries as strong demand for the company's electric sports sedan P7&nbsp;from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s young buyers lifted sales.</p><p><blockquote>在美国上市的中国电动汽车制造商<b>小鹏汽车</b>XPEV周一报告称，由于对该公司电动运动轿车P 7的强劲需求，月度交付量猛增<a href=\"https://laohu8.com/S/CAAS\">中国</a>的年轻买家提振了销量。</blockquote></p><p> <b>What Happened:</b>The Guangzhou-based electric vehicle maker, which recently got aHong Konglisting said it delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers.</p><p><blockquote><b>发生了什么：</b>这家总部位于广州的电动汽车制造商最近在香港上市，表示其在中国交付了8,040辆汽车，同比增长228%，比上个月增长22%。</blockquote></p><p> Xpeng currently has two models on sale and the bulk of the deliveries came from P7 at 6,054 units, while G3, the company’s compact electric sports utility vehicle, contributed the rest of the deliveries at 1,986 units.</p><p><blockquote>小鹏汽车目前有两款车型在售，大部分交付量来自P7，为6,054辆，而该公司的紧凑型电动运动型多功能车G3则贡献了其余交付量，为1,986辆。</blockquote></p><p> Xpeng said China’s younger, internet-savvy generation was the main driving force behind the growing&nbsp;sales of P7 — a model that was launched just a year ago.</p><p><blockquote>小鹏汽车表示，中国年轻、精通互联网的一代是P7销量增长的主要推动力——这款车型仅在一年前推出。</blockquote></p><p> The EV maker's year-to-date deliveries stand at 38,778.</p><p><blockquote>这家电动汽车制造商今年迄今的交付量为38,778辆。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Xpeng is ramping up its portfolio and has given its first G3 model, which was launched in China at the end of 2018, a design update. The G3 SUVs mid-phase facelift version will begin deliveries in September.</p><p><blockquote><b>为什么重要：</b>小鹏汽车正在扩大其产品组合，并对2018年底在中国推出的首款G3车型进行了设计更新。G3 SUV中期改款版将于9月开始交付。</blockquote></p><p> The EV maker has also started accepting pre-order bookings for its upcoming sedan, the P5,&nbsp;which is priced significantly lower than<b>Tesla Inc</b>’sTSLA 1.45%Model 3 electric fastback midsize four-door sedan in China.</p><p><blockquote>这家电动汽车制造商还开始接受其即将推出的轿车P5的预订，该车的价格明显低于<b>特斯拉公司</b>TSLA 1.45%Model 3电动溜背中型四门轿车在中国上市。</blockquote></p><p> P5, the company's third production model, is priced in the range of RMB 160,000 – RMB 230,000 ($24,751 to $35,578) after subsidies.</p><p><blockquote>P5是该公司的第三款量产车型，补贴后售价在16万元至23万元人民币（24,751美元至35,578美元）之间。</blockquote></p><p> Tesla’s Model 3 can now be booked at RMB 235,900 ($36,517) after last week’s price cut and delivery is expected in four to six weeks.</p><p><blockquote>经过上周的降价，特斯拉Model 3现在可以以235,900元人民币（36,517美元）的价格预订，预计将在四到六周内交付。</blockquote></p><p> Rival<b><a href=\"https://laohu8.com/S/LI\">Li Auto</a> Inc</b>LI 8.9%, which currently has just <a href=\"https://laohu8.com/S/AONE.U\">one</a> model on sale, reported a 251.3% jump to 8,589 deliveries for the month of July on Sunday.<b>Nio Inc</b>NIO 4.77%is scheduled to report the latest delivery numbers later on Monday.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/LI\">理想汽车</a>Inc</b>LI 8.9%，目前刚刚<a href=\"https://laohu8.com/S/AONE.U\">一</a>周日公布的7月份交付量增长了251.3%，达到8,589辆。<b>蔚来公司</b>蔚来4.77%定于周一晚些时候公布最新交付数据。</blockquote></p><p> Chinese electric vehicle makers are scaling up competition at home as well as preparing for overseas expansion. Competition is set to intensify further as automakers unveil a fuller portfolio and compete with bigger rivals such as Tesla and<b>Volkswagen AG</b>VWAGY 1.38%at both home and abroad.</p><p><blockquote>中国电动汽车制造商正在加强国内竞争，并为海外扩张做准备。随着汽车制造商推出更全面的产品组合并与特斯拉和<b>大众汽车公司</b>国内外VWAGY 1.38%。</blockquote></p><p> <b>Price Action:</b>Xpeng shares closed 6.38% higher at $40.38 on Friday in <a href=\"https://laohu8.com/S/NWY\">New York</a>.&nbsp;The shares traded 11% higher in Hong Kong on Monday after it reported the delivery numbers.</p><p><blockquote><b>价格走势：</b>小鹏汽车股价周五收盘上涨6.38%，至40.38美元<a href=\"https://laohu8.com/S/NWY\">纽约</a>该股周一在香港公布交付数据后上涨11%。</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>Xpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Shares Shoot Up 11% In Hong Kong As July Deliveries Rise 228%: What You Need To Know<blockquote>7月交付量增长228%，小鹏汽车股价在香港飙升11%：您需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-02 14:50</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>U.S.-listed Chinese&nbsp;electric vehicle maker<b>Xpeng Inc</b>XPEV 6.59%on Monday reported a jump in monthly deliveries as strong demand for the company's electric sports sedan P7&nbsp;from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s young buyers lifted sales.</p><p><blockquote>在美国上市的中国电动汽车制造商<b>小鹏汽车</b>XPEV周一报告称，由于对该公司电动运动轿车P 7的强劲需求，月度交付量猛增<a href=\"https://laohu8.com/S/CAAS\">中国</a>的年轻买家提振了销量。</blockquote></p><p> <b>What Happened:</b>The Guangzhou-based electric vehicle maker, which recently got aHong Konglisting said it delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers.</p><p><blockquote><b>发生了什么：</b>这家总部位于广州的电动汽车制造商最近在香港上市，表示其在中国交付了8,040辆汽车，同比增长228%，比上个月增长22%。</blockquote></p><p> Xpeng currently has two models on sale and the bulk of the deliveries came from P7 at 6,054 units, while G3, the company’s compact electric sports utility vehicle, contributed the rest of the deliveries at 1,986 units.</p><p><blockquote>小鹏汽车目前有两款车型在售，大部分交付量来自P7，为6,054辆，而该公司的紧凑型电动运动型多功能车G3则贡献了其余交付量，为1,986辆。</blockquote></p><p> Xpeng said China’s younger, internet-savvy generation was the main driving force behind the growing&nbsp;sales of P7 — a model that was launched just a year ago.</p><p><blockquote>小鹏汽车表示，中国年轻、精通互联网的一代是P7销量增长的主要推动力——这款车型仅在一年前推出。</blockquote></p><p> The EV maker's year-to-date deliveries stand at 38,778.</p><p><blockquote>这家电动汽车制造商今年迄今的交付量为38,778辆。</blockquote></p><p> <b>Why It Matters:</b>&nbsp;Xpeng is ramping up its portfolio and has given its first G3 model, which was launched in China at the end of 2018, a design update. The G3 SUVs mid-phase facelift version will begin deliveries in September.</p><p><blockquote><b>为什么重要：</b>小鹏汽车正在扩大其产品组合，并对2018年底在中国推出的首款G3车型进行了设计更新。G3 SUV中期改款版将于9月开始交付。</blockquote></p><p> The EV maker has also started accepting pre-order bookings for its upcoming sedan, the P5,&nbsp;which is priced significantly lower than<b>Tesla Inc</b>’sTSLA 1.45%Model 3 electric fastback midsize four-door sedan in China.</p><p><blockquote>这家电动汽车制造商还开始接受其即将推出的轿车P5的预订，该车的价格明显低于<b>特斯拉公司</b>TSLA 1.45%Model 3电动溜背中型四门轿车在中国上市。</blockquote></p><p> P5, the company's third production model, is priced in the range of RMB 160,000 – RMB 230,000 ($24,751 to $35,578) after subsidies.</p><p><blockquote>P5是该公司的第三款量产车型，补贴后售价在16万元至23万元人民币（24,751美元至35,578美元）之间。</blockquote></p><p> Tesla’s Model 3 can now be booked at RMB 235,900 ($36,517) after last week’s price cut and delivery is expected in four to six weeks.</p><p><blockquote>经过上周的降价，特斯拉Model 3现在可以以235,900元人民币（36,517美元）的价格预订，预计将在四到六周内交付。</blockquote></p><p> Rival<b><a href=\"https://laohu8.com/S/LI\">Li Auto</a> Inc</b>LI 8.9%, which currently has just <a href=\"https://laohu8.com/S/AONE.U\">one</a> model on sale, reported a 251.3% jump to 8,589 deliveries for the month of July on Sunday.<b>Nio Inc</b>NIO 4.77%is scheduled to report the latest delivery numbers later on Monday.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/LI\">理想汽车</a>Inc</b>LI 8.9%，目前刚刚<a href=\"https://laohu8.com/S/AONE.U\">一</a>周日公布的7月份交付量增长了251.3%，达到8,589辆。<b>蔚来公司</b>蔚来4.77%定于周一晚些时候公布最新交付数据。</blockquote></p><p> Chinese electric vehicle makers are scaling up competition at home as well as preparing for overseas expansion. Competition is set to intensify further as automakers unveil a fuller portfolio and compete with bigger rivals such as Tesla and<b>Volkswagen AG</b>VWAGY 1.38%at both home and abroad.</p><p><blockquote>中国电动汽车制造商正在加强国内竞争，并为海外扩张做准备。随着汽车制造商推出更全面的产品组合并与特斯拉和<b>大众汽车公司</b>国内外VWAGY 1.38%。</blockquote></p><p> <b>Price Action:</b>Xpeng shares closed 6.38% higher at $40.38 on Friday in <a href=\"https://laohu8.com/S/NWY\">New York</a>.&nbsp;The shares traded 11% higher in Hong Kong on Monday after it reported the delivery numbers.</p><p><blockquote><b>价格走势：</b>小鹏汽车股价周五收盘上涨6.38%，至40.38美元<a href=\"https://laohu8.com/S/NWY\">纽约</a>该股周一在香港公布交付数据后上涨11%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103845023","content_text":"U.S.-listed Chinese electric vehicle makerXpeng IncXPEV 6.59%on Monday reported a jump in monthly deliveries as strong demand for the company's electric sports sedan P7 from China's young buyers lifted sales.\nWhat Happened:The Guangzhou-based electric vehicle maker, which recently got aHong Konglisting said it delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers.\nXpeng currently has two models on sale and the bulk of the deliveries came from P7 at 6,054 units, while G3, the company’s compact electric sports utility vehicle, contributed the rest of the deliveries at 1,986 units.\nXpeng said China’s younger, internet-savvy generation was the main driving force behind the growing sales of P7 — a model that was launched just a year ago.\nThe EV maker's year-to-date deliveries stand at 38,778.\nWhy It Matters: Xpeng is ramping up its portfolio and has given its first G3 model, which was launched in China at the end of 2018, a design update. The G3 SUVs mid-phase facelift version will begin deliveries in September.\nThe EV maker has also started accepting pre-order bookings for its upcoming sedan, the P5, which is priced significantly lower thanTesla Inc’sTSLA 1.45%Model 3 electric fastback midsize four-door sedan in China.\nP5, the company's third production model, is priced in the range of RMB 160,000 – RMB 230,000 ($24,751 to $35,578) after subsidies.\nTesla’s Model 3 can now be booked at RMB 235,900 ($36,517) after last week’s price cut and delivery is expected in four to six weeks.\nRivalLi Auto IncLI 8.9%, which currently has just one model on sale, reported a 251.3% jump to 8,589 deliveries for the month of July on Sunday.Nio IncNIO 4.77%is scheduled to report the latest delivery numbers later on Monday.\nChinese electric vehicle makers are scaling up competition at home as well as preparing for overseas expansion. Competition is set to intensify further as automakers unveil a fuller portfolio and compete with bigger rivals such as Tesla andVolkswagen AGVWAGY 1.38%at both home and abroad.\nPrice Action:Xpeng shares closed 6.38% higher at $40.38 on Friday in New York. The shares traded 11% higher in Hong Kong on Monday after it reported the delivery numbers.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879480638,"gmtCreate":1636763418756,"gmtModify":1636763418756,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879480638","repostId":"1155546620","repostType":2,"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809630352,"gmtCreate":1627363629276,"gmtModify":1631888016791,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"They don’t hv any more money to spend&nbsp;","listText":"They don’t hv any more money to spend&nbsp;","text":"They don’t hv any more money to spend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809630352","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","kind":"news","pubTimestamp":1627357394,"share":"https://www.laohu8.com/m/news/1103996297?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务业支出疲软下调美国经济增长预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-27 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN商业）高盛（GS）大幅下调了对美国下半年经济活动的预测，指出消费者服务业支出低迷以及Covid-19德尔塔变异毒株带来的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和复苏开始期间，美国人在商品上花了很多钱：二手车价格飙升，家具和其他家居用品的价格也是如此，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多，而迄今为止，疫情复苏的大宗商品支出无法持续保持美国经济增长。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们使用现金的方式需要轮换。但对德尔塔变异毒株的担忧正在压低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三季度和第四季度国内生产总值（GDP）增长预期下调了一个百分点，这是衡量经济活动的最广泛指标。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7月至9月期间，这家华尔街银行预计年化增长率为8.5%，然后在今年最后三个月降至5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，回到疫情之前该国通常看到的1.5%至2%的年化增长率。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。约翰·霍普金斯大学的数据显示，在48个州，过去一周新增Covid-19病例的比率比前一周上升了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>通过该变种感染的上升来得不合时宜：经济仍未恢复正常，感染的死灰复燃可能会使人们无法充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛的经济学家认为，德尔塔变异毒株对经济的影响将在一定程度上有限：“对政府强制实施的新限制措施的兴趣似乎很低；早期的州级证据显示，到目前为止，对消费者支出的影响很小；而且病毒情况在英国和其他传播最早的国家似乎正在改善，”沃克写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">CNN</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":{"GS":"高盛",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174186592,"gmtCreate":1627086112516,"gmtModify":1631888016876,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Apple car&nbsp;","listText":"Apple car&nbsp;","text":"Apple car","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174186592","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://www.laohu8.com/m/news/2153938547?lang=zh_CN&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174181753,"gmtCreate":1627086056972,"gmtModify":1631888016887,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174181753","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803069634,"gmtCreate":1627396755028,"gmtModify":1631888016766,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"EV big sell off","listText":"EV big sell off","text":"EV big sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803069634","repostId":"1142426532","repostType":2,"repost":{"id":"1142426532","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":1627393073,"share":"https://www.laohu8.com/m/news/1142426532?lang=zh_CN&edition=full","pubTime":"2021-07-27 21:37","market":"us","language":"en","title":"EV Stocks dipped in Tuesday morning trading<blockquote>电动汽车股周二早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142426532","media":"Tiger Newspress","summary":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell ","content":"<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p><p><blockquote>电动汽车股周二早盘下跌。小鹏汽车下跌3%，蔚来和理想汽车下跌2%，特斯拉下跌1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks dipped in Tuesday morning trading<blockquote>电动汽车股周二早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks dipped in Tuesday morning trading<blockquote>电动汽车股周二早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-27 21:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors&nbsp;fell&nbsp;3%,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;2%,Tesla&nbsp;fell&nbsp;1%.</p><p><blockquote>电动汽车股周二早盘下跌。小鹏汽车下跌3%，蔚来和理想汽车下跌2%，特斯拉下跌1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","LCID":"Lucid Group Inc","FSR":"菲斯克","NIO":"蔚来","TSLA":"特斯拉","NIU":"小牛电动"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142426532","content_text":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9,"FFIE":0.9,"TSLA":0.9,"XPEV":0.9,"FSR":0.9,"LCID":0.9,"NIU":0.9,"TSP":0.9,"NKLA":0.9,"RIDE":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800851745,"gmtCreate":1627292706187,"gmtModify":1631888016818,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Bullish on SQ","listText":"Bullish on SQ","text":"Bullish on SQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800851745","repostId":"2154931205","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831775714,"gmtCreate":1629354871338,"gmtModify":1631888016666,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831775714","repostId":"839823626","repostType":1,"repost":{"id":839823626,"gmtCreate":1629150935065,"gmtModify":1631883717764,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"Buy Pfizer as it is trending upwards.&nbsp; As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸","listText":"Buy Pfizer as it is trending upwards.&nbsp; As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸","text":"Buy Pfizer as it is trending upwards. As long as Covid-19 is around, it will continue its upward growth trajectory and bumper profits! 💸💸💸","images":[{"img":"https://static.tigerbbs.com/98bbc78f81bfc83ae94aa8350a0dc157","width":"1080","height":"3543"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839823626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893442826,"gmtCreate":1628297700265,"gmtModify":1631888016681,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Dual listing is good&nbsp;","listText":"Dual listing is good&nbsp;","text":"Dual listing is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893442826","repostId":"1140688886","repostType":2,"repost":{"id":"1140688886","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":1628260770,"share":"https://www.laohu8.com/m/news/1140688886?lang=zh_CN&edition=full","pubTime":"2021-08-06 22:39","market":"us","language":"zh","title":"美股新能源车板块短线走低，小鹏汽车跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140688886","media":"老虎资讯综合","summary":"周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，小鹏汽车跌4.2%，小牛电动、理想汽车跌3.3%，蔚来汽车跌3.1%，特斯拉跌1%。","content":"<p>周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.2%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌3.1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>美股新能源车板块短线走低，小鹏汽车跌超4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌4.2%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌3.1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p>\n<p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03a82e0c423084eeeed3c16621d1cbfe","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140688886","content_text":"周五盘中，美股新能源车板块短线走低，截至发稿，图森未来跌幅扩大至10%，小鹏汽车跌4.2%，小牛电动、理想汽车跌3.3%，蔚来汽车跌3.1%，特斯拉跌1%。","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9,"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803020142,"gmtCreate":1627397134486,"gmtModify":1631888016754,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"<a 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week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800859693","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606230010,"gmtCreate":1638882479837,"gmtModify":1638882479934,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Will Tesla hold above&nbsp;the $1000 price&nbsp;","listText":"Will Tesla hold above&nbsp;the $1000 price&nbsp;","text":"Will Tesla hold above the $1000 price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606230010","isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804522453,"gmtCreate":1627966182172,"gmtModify":1631888016692,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804522453","repostId":"2156111525","repostType":2,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804522153,"gmtCreate":1627966144272,"gmtModify":1631888016706,"author":{"id":"3570346638758209","authorId":"3570346638758209","name":"T2021B","avatar":"https://static.tigerbbs.com/97ab3d03fa17b723ad669f03ac2f7403","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570346638758209","idStr":"3570346638758209"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804522153","repostId":"804500033","repostType":1,"repost":{"id":804500033,"gmtCreate":1627961608119,"gmtModify":1627967728762,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"htmlText":"疫情帮了股市的忙，这次A股反弹还有空间。<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>","listText":"疫情帮了股市的忙，这次A股反弹还有空间。<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>","text":"疫情帮了股市的忙，这次A股反弹还有空间。$A50指数主连(CNmain)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804500033","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}