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KZY89
2021-06-11
$AMC Entertainment(AMC)$
lol
KZY89
2021-06-25
The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.
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KZY89
2021-06-24
i hope Tiger Brokers allow us to trade crypto soon
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KZY89
2021-05-28
$Sundial Growers Inc.(SNDL)$
Hope to make small profit soon
KZY89
2021-05-12
long term good buy
Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote>
KZY89
2021-12-10
Tesla ftw
3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>
KZY89
2021-06-14
$Apple(AAPL)$
doing well tonight
KZY89
2021-06-02
Buy AMC for short squeeze
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KZY89
2021-05-26
The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!
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KZY89
2021-05-12
greed nakes it a bubble
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去老虎APP查看更多动态
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 ftw","listText":"Tesla ftw","text":"Tesla ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605829569","repostId":"1192503036","repostType":4,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohu8.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"us","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker <b>Tesla</b> valued at more than $1 trillion and <b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止,该公司生产了不到200辆汽车,价值超过1000亿美元,注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是,即使在这个热门领域,也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider <b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of <b>Lucid Group</b> and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近,试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如,考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而,其市值低于<b>Lucid集团</b>和Rivian,这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史,Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高,但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然,特斯拉凭借强大的品牌形象和创新的产品,作为电动汽车先驱拥有更高的比例。然而,与蔚来相比,溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异,纯电动汽车制造商(仅提供电动汽车)的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作,或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are <b>BYD</b> and <b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示,这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分,蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先,该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中,仅在中国就售出了约110万辆。此外,2021年上半年,中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份,由于计划升级生产线,该公司报告交付量下降,蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and <b>Li Auto</b>, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>,和<b>理想汽车</b>,以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈,蔚来迄今为止表现良好。此外,该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术,应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票,但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场(包括插电式混合动力汽车)的最高份额,为17%。这高于上汽集团之间的合资企业控制的16%的市场份额,<b>通用汽车</b>、柳州五菱汽车。相比之下,特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月,比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内,该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元,主要分为三个部门。2020年,该公司53%的收入来自汽车及相关产品,39%来自手机零部件和组装,其余8%来自充电电池和太阳能产品。从地域上看,该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注,未来几年,这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年,该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年,该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.</p><p><blockquote>前9个月,大众汽车在全球交付了近700万辆汽车。其中,大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此,电动或混合动力汽车约占该公司交付量的7.8%。从长远来看,特斯拉今年前9个月交付了627,572辆汽车。因此,尽管电动汽车在大众汽车总交付量中所占比例很小,但其电动汽车的绝对交付量却很大,并且将继续增长。简而言之,该股票肯定可以在您的电动汽车投资组合中找到一席之地。</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>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</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\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker <b>Tesla</b> valued at more than $1 trillion and <b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止,该公司生产了不到200辆汽车,价值超过1000亿美元,注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是,即使在这个热门领域,也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider <b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of <b>Lucid Group</b> and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近,试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如,考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而,其市值低于<b>Lucid集团</b>和Rivian,这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史,Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高,但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然,特斯拉凭借强大的品牌形象和创新的产品,作为电动汽车先驱拥有更高的比例。然而,与蔚来相比,溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异,纯电动汽车制造商(仅提供电动汽车)的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作,或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are <b>BYD</b> and <b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示,这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分,蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先,该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中,仅在中国就售出了约110万辆。此外,2021年上半年,中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份,由于计划升级生产线,该公司报告交付量下降,蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and <b>Li Auto</b>, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>,和<b>理想汽车</b>,以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈,蔚来迄今为止表现良好。此外,该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术,应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票,但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场(包括插电式混合动力汽车)的最高份额,为17%。这高于上汽集团之间的合资企业控制的16%的市场份额,<b>通用汽车</b>、柳州五菱汽车。相比之下,特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月,比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内,该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元,主要分为三个部门。2020年,该公司53%的收入来自汽车及相关产品,39%来自手机零部件和组装,其余8%来自充电电池和太阳能产品。从地域上看,该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注,未来几年,这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年,该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年,该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.</p><p><blockquote>前9个月,大众汽车在全球交付了近700万辆汽车。其中,大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此,电动或混合动力汽车约占该公司交付量的7.8%。从长远来看,特斯拉今年前9个月交付了627,572辆汽车。因此,尽管电动汽车在大众汽车总交付量中所占比例很小,但其电动汽车的绝对交付量却很大,并且将继续增长。简而言之,该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">Motley Fool </a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","VWAGY":"大众汽车ADR","BYDDY":"比亚迪ADR","01211":"比亚迪股份"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"01211":0.9,"VWAGY":0.9,"NIO":0.9,"BYDDY":0.9}},"isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602718681,"gmtCreate":1639065975055,"gmtModify":1639066031927,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"jialat liao la","listText":"jialat liao la","text":"jialat liao la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602718681","repostId":"1196130142","repostType":4,"repost":{"id":"1196130142","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":1639062546,"share":"https://www.laohu8.com/m/news/1196130142?lang=zh_CN&edition=full","pubTime":"2021-12-09 23:09","market":"us","language":"en","title":"Grab stock dropped more than 6% in morning trading<blockquote>Grab股价早盘下跌逾6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196130142","media":"Tiger Newspress","summary":"Grab Holdings stock dropped more than 6% in morning trading.","content":"<p>Grab Holdings stock dropped more than 6% in morning trading.</p><p><blockquote>Grab Holdings股价早盘下跌超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1c84529a60ffcf4e7ba53b126b147d9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Grab stock dropped more than 6% in morning trading<blockquote>Grab股价早盘下跌逾6%</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\">\nGrab stock dropped more than 6% in morning trading<blockquote>Grab股价早盘下跌逾6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 23:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab Holdings stock dropped more than 6% in morning trading.</p><p><blockquote>Grab Holdings股价早盘下跌超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1c84529a60ffcf4e7ba53b126b147d9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196130142","content_text":"Grab Holdings stock dropped more than 6% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122709844,"gmtCreate":1624631917388,"gmtModify":1633950276914,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","listText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","text":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122709844","repostId":"1179245434","repostType":2,"isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121291730,"gmtCreate":1624464365520,"gmtModify":1634005704298,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"i hope Tiger Brokers allow us to trade crypto soon","listText":"i hope Tiger Brokers allow us to trade crypto soon","text":"i hope Tiger Brokers allow us to trade crypto soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121291730","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129293332,"gmtCreate":1624372951426,"gmtModify":1634007076191,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>please be green soon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>please be green soon","text":"$AMC Entertainment(AMC)$please be green soon","images":[{"img":"https://static.tigerbbs.com/492f64196acf243d6691f3e9212308b8","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129293332","isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184961226,"gmtCreate":1623681181565,"gmtModify":1634030145587,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","text":"$Apple(AAPL)$doing well tonight","images":[{"img":"https://static.tigerbbs.com/c185383fbd935e098788c61b53c2dd60","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184961226","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184989002,"gmtCreate":1623680823406,"gmtModify":1634030155033,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"Finally Apple is showing signs of life","listText":"Finally Apple is showing signs of life","text":"Finally Apple is showing signs of life","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184989002","repostId":"2143784913","repostType":4,"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186554141,"gmtCreate":1623514007283,"gmtModify":1634032213075,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>gogogo","text":"$Apple(AAPL)$gogogo","images":[{"img":"https://static.tigerbbs.com/cb26830bc9cd4576d941f08f33060e08","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186554141","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188863450,"gmtCreate":1623428234170,"gmtModify":1634033270836,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"Its time to short the market again. Or buy stocks with negative beta like GME","listText":"Its time to short the market again. Or buy stocks with negative beta like GME","text":"Its time to short the market again. Or buy stocks with negative beta like GME","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188863450","repostId":"1114257617","repostType":4,"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181704520,"gmtCreate":1623410094760,"gmtModify":1634033623737,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","text":"$AMC Entertainment(AMC)$lol","images":[{"img":"https://static.tigerbbs.com/1ac401a2ee865b2e89dfe32c0ccceaf1","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/181704520","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":113471421,"gmtCreate":1622637256463,"gmtModify":1634099719479,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"Buy AMC for short squeeze","listText":"Buy AMC for short squeeze","text":"Buy AMC for short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113471421","repostId":"1119736871","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119718564,"gmtCreate":1622564201358,"gmtModify":1634100408985,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>good company. can just hold","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>good company. can just hold","text":"$Apple(AAPL)$good company. can just hold","images":[{"img":"https://static.tigerbbs.com/9834f663e7138281390dd1f5aacf0176","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119718564","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134314541,"gmtCreate":1622207818183,"gmtModify":1634182857039,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","text":"$Sundial Growers Inc.(SNDL)$Hope to make small profit soon","images":[{"img":"https://static.tigerbbs.com/5b2f3f6c2b4f4dda19eadeab5245944a","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134314541","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":136264358,"gmtCreate":1622021345774,"gmtModify":1634184592661,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","listText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","text":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136264358","repostId":"1196969197","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191705692,"gmtCreate":1620904984116,"gmtModify":1634195420752,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"good long term buy","listText":"good long term buy","text":"good long term buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191705692","repostId":"1104436444","repostType":4,"repost":{"id":"1104436444","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":1620902918,"share":"https://www.laohu8.com/m/news/1104436444?lang=zh_CN&edition=full","pubTime":"2021-05-13 18:48","market":"us","language":"en","title":"Why Cramer Sees Cathie Wood's Top Tech Picks Heading Further Lower<blockquote>为什么克莱默认为凯西·伍德的顶级科技股进一步走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104436444","media":"Benzinga","summary":"CNBC \"Mad Money\" host Jim Cramersaid Tuesdayrising inflation is taking a toll on tech stocks, and te","content":"<p>CNBC \"Mad Money\" host Jim Cramersaid Tuesdayrising inflation is taking a toll on tech stocks, and tech-heavy investors such as Cathie Wood-led Ark Investment Management LLC could see more pain in the near future.</p><p><blockquote>CNBC《Mad Money》主持人吉姆·克莱默(Jim Cramer)周二表示,通胀上升正在对科技股造成损害,凯西·伍德(Cathie Wood)领导的方舟投资管理有限责任公司(Ark Investment Management LLC)等科技股投资者可能会在不久的将来看到更多痛苦。</blockquote></p><p>Cramer said investors in technology stocks should either brace up for more pain or cut losses on the next sharp move up as turbo-charged growth stocks are getting hit in the current inflationary environment where bond yields are on the rise as well which in turn makes the future earnings from stocks less attractive.</p><p><blockquote>克莱默表示,科技股的投资者要么应该做好应对更多痛苦的准备,要么在下一次大幅上涨时减少损失,因为涡轮增压成长型股票在当前的通胀环境中受到打击,债券收益率也在上升,这反过来又使未来的通胀环境变得不那么有吸引力。</blockquote></p><p>The former hedge fund manager noted that some of the tech stocks are already down double-digits so far in May and make up the largest positions in three of Wood’s exchange-traded funds such as the <b>Ark Innovation ETF</b> ARKK 0.03%, the <b>Ark Genomic Revolution ETF</b> (BATS:ARKG) and the <b>Ark Fintech Innovation ETF</b> ARKF.</p><p><blockquote>这位前对冲基金经理指出,5月份迄今为止,一些科技股已下跌两位数,并构成了伍德旗下三只交易所交易基金的最大头寸,例如<b>方舟创新ETF</b>ARKK 0.03%,<b>方舟基因组革命ETF</b>(蝙蝠:ARKG)和<b>方舟金融科技创新ETF</b>ARKF.</blockquote></p><p>Ark counts <b>Tesla Inc</b> TSLA, <b>Teladoc Health Inc</b> TDOC 0.03%, <b>Square Inc</b> SQ, <b>Roku Inc</b> ROKU, <b>Shopify Inc</b>SHOP, <b>Twilio Inc</b> TWLO 0.06% among others as its top investments in these ETFs.</p><p><blockquote>方舟计数<b>特斯拉公司</b>特斯拉,<b>Teladoc健康公司</b>TDOC 0.03%,<b>广场公司</b>平方,<b>Roku公司</b>ROKU,<b>Shopify公司</b>商店,<b>Twilio公司</b>TWLO 0.06%等作为其在这些ETF中的主要投资。</blockquote></p><p>“What worked in 2020 hasn’t been working in 2021 and that’s not gonna change, so get used to it,” Cramer said, noting that Wood is \"fantastic at identifying\" stocks with the potential for the long haul but they don't fare well in all seasons.</p><p><blockquote>克莱默表示:“2020年有效的方法在2021年就不起作用了,而且不会改变,所以要习惯它。”他指出,伍德“非常擅长识别”具有长期潜力的股票,但它们并不成功。四季都表现良好。</blockquote></p><p>ARKK shares closed 3.73% lower at $102.16 on Wednesday and are down 18% so far this year. ARKG shares closed 2.52% lower at $74.99 and are down 19.5% year-to-date. ARKF shares closed 3.96% lower at $45.85 and are down 7.76% year-to-date.</p><p><blockquote>ARKK股价周三收盘下跌3.73%,至102.16美元,今年迄今已下跌18%。ARKG股价收盘下跌2.52%,至74.99美元,今年迄今已下跌19.5%。ARKF股价收盘下跌3.96%,至45.85美元,今年迄今已下跌7.76%。</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 Cramer Sees Cathie Wood's Top Tech Picks Heading Further Lower<blockquote>为什么克莱默认为凯西·伍德的顶级科技股进一步走低</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\">\nWhy Cramer Sees Cathie Wood's Top Tech Picks Heading Further Lower<blockquote>为什么克莱默认为凯西·伍德的顶级科技股进一步走低</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\">2021-05-13 18:48</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>CNBC \"Mad Money\" host Jim Cramersaid Tuesdayrising inflation is taking a toll on tech stocks, and tech-heavy investors such as Cathie Wood-led Ark Investment Management LLC could see more pain in the near future.</p><p><blockquote>CNBC《Mad Money》主持人吉姆·克莱默(Jim Cramer)周二表示,通胀上升正在对科技股造成损害,凯西·伍德(Cathie Wood)领导的方舟投资管理有限责任公司(Ark Investment Management LLC)等科技股投资者可能会在不久的将来看到更多痛苦。</blockquote></p><p>Cramer said investors in technology stocks should either brace up for more pain or cut losses on the next sharp move up as turbo-charged growth stocks are getting hit in the current inflationary environment where bond yields are on the rise as well which in turn makes the future earnings from stocks less attractive.</p><p><blockquote>克莱默表示,科技股的投资者要么应该做好应对更多痛苦的准备,要么在下一次大幅上涨时减少损失,因为涡轮增压成长型股票在当前的通胀环境中受到打击,债券收益率也在上升,这反过来又使未来的通胀环境变得不那么有吸引力。</blockquote></p><p>The former hedge fund manager noted that some of the tech stocks are already down double-digits so far in May and make up the largest positions in three of Wood’s exchange-traded funds such as the <b>Ark Innovation ETF</b> ARKK 0.03%, the <b>Ark Genomic Revolution ETF</b> (BATS:ARKG) and the <b>Ark Fintech Innovation ETF</b> ARKF.</p><p><blockquote>这位前对冲基金经理指出,5月份迄今为止,一些科技股已下跌两位数,并构成了伍德旗下三只交易所交易基金的最大头寸,例如<b>方舟创新ETF</b>ARKK 0.03%,<b>方舟基因组革命ETF</b>(蝙蝠:ARKG)和<b>方舟金融科技创新ETF</b>ARKF.</blockquote></p><p>Ark counts <b>Tesla Inc</b> TSLA, <b>Teladoc Health Inc</b> TDOC 0.03%, <b>Square Inc</b> SQ, <b>Roku Inc</b> ROKU, <b>Shopify Inc</b>SHOP, <b>Twilio Inc</b> TWLO 0.06% among others as its top investments in these ETFs.</p><p><blockquote>方舟计数<b>特斯拉公司</b>特斯拉,<b>Teladoc健康公司</b>TDOC 0.03%,<b>广场公司</b>平方,<b>Roku公司</b>ROKU,<b>Shopify公司</b>商店,<b>Twilio公司</b>TWLO 0.06%等作为其在这些ETF中的主要投资。</blockquote></p><p>“What worked in 2020 hasn’t been working in 2021 and that’s not gonna change, so get used to it,” Cramer said, noting that Wood is \"fantastic at identifying\" stocks with the potential for the long haul but they don't fare well in all seasons.</p><p><blockquote>克莱默表示:“2020年有效的方法在2021年就不起作用了,而且不会改变,所以要习惯它。”他指出,伍德“非常擅长识别”具有长期潜力的股票,但它们并不成功。四季都表现良好。</blockquote></p><p>ARKK shares closed 3.73% lower at $102.16 on Wednesday and are down 18% so far this year. ARKG shares closed 2.52% lower at $74.99 and are down 19.5% year-to-date. ARKF shares closed 3.96% lower at $45.85 and are down 7.76% year-to-date.</p><p><blockquote>ARKK股价周三收盘下跌3.73%,至102.16美元,今年迄今已下跌18%。ARKG股价收盘下跌2.52%,至74.99美元,今年迄今已下跌19.5%。ARKF股价收盘下跌3.96%,至45.85美元,今年迄今已下跌7.76%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104436444","content_text":"CNBC \"Mad Money\" host Jim Cramersaid Tuesdayrising inflation is taking a toll on tech stocks, and tech-heavy investors such as Cathie Wood-led Ark Investment Management LLC could see more pain in the near future.Cramer said investors in technology stocks should either brace up for more pain or cut losses on the next sharp move up as turbo-charged growth stocks are getting hit in the current inflationary environment where bond yields are on the rise as well which in turn makes the future earnings from stocks less attractive.The former hedge fund manager noted that some of the tech stocks are already down double-digits so far in May and make up the largest positions in three of Wood’s exchange-traded funds such as the Ark Innovation ETF ARKK 0.03%, the Ark Genomic Revolution ETF (BATS:ARKG) and the Ark Fintech Innovation ETF ARKF.Ark counts Tesla Inc TSLA, Teladoc Health Inc TDOC 0.03%, Square Inc SQ, Roku Inc ROKU, Shopify IncSHOP, Twilio Inc TWLO 0.06% among others as its top investments in these ETFs.“What worked in 2020 hasn’t been working in 2021 and that’s not gonna change, so get used to it,” Cramer said, noting that Wood is \"fantastic at identifying\" stocks with the potential for the long haul but they don't fare well in all seasons.ARKK shares closed 3.73% lower at $102.16 on Wednesday and are down 18% so far this year. ARKG shares closed 2.52% lower at $74.99 and are down 19.5% year-to-date. ARKF shares closed 3.96% lower at $45.85 and are down 7.76% year-to-date.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKK":0.9,"ARKF":0.9}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193307125,"gmtCreate":1620750622367,"gmtModify":1634196588986,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"greed nakes it a bubble","listText":"greed nakes it a bubble","text":"greed nakes it a bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193307125","repostId":"1199341916","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193304450,"gmtCreate":1620750584970,"gmtModify":1634196589343,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"long term good buy","listText":"long term good buy","text":"long term good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193304450","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://www.laohu8.com/m/news/1148549916?lang=zh_CN&edition=full","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的大宗经纪业务,对冲基金又度过了艰难的一周,GS股票基本面L/S表现预期在4/30至5/6之间下降了-1.68%(vs MSCI World TR-0.33%),这是由-1.11%的阿尔法(两个月来最差的每周阿尔法)和-0.57%的贝塔(来自市场敞口和市场敏感性因素的综合)推动的。因此,仅在过去一周,全球基本面股票L/S对冲基金就损失了近三分之二的年初至今收益,使其年初至今总回报率仅为0.97%,这将是2岁和20岁人群又一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是,对冲基金领域对整体市场贝塔值变得多么敏感,这是有原因的:根据Goldman Prime的说法,<b>整体账面总杠杆上升+1.7个百分点至247.1%,为有记录以来的最高水平,</b>而净杠杆率下降了-0.9个百分点,至88.2%(虽然不是历史最高水平,但仍处于87百分位)。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金申购构成来看,<b>过去一周,GS Prime book整体再次小幅净买入</b>(+0.15 SDs),由多头买入超过空头卖出的风险偏好流动推动。具体来说,单一品种被净买入,而宏观产品(指数和ETF组合)被净卖出。北美和欧洲在较小程度上是由多头买盘驱动的净买入,而DM Asia和EM Asia则是由空头卖盘驱动的净卖出。全球11个行业中有8个行业被净买入,其中以消费光盘、医疗保健、主食和房地产为首,而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时,高盛指出,延续上周首次观察到的趋势,当时我们注意到对冲基金在过去10天中有9天做空科技股<b>由于管理人员连续第三周减少敞口,信息技术出现了九个月来最大的净抛售。</b>GS Prime出人意料地扭转了数月来对其的看涨情绪,指出对冲基金目前对跑输大盘信息科技股的投资较MSCI世界下跌了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节:</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息科技,本周表现最差的板块,<b>也是迄今为止GS Prime账簿上净卖出最多的板块,其推动因素是卖空超过多头买入7比1。</b></li><li>信息科技股连续第三周净卖出,创下去年8月以来最大的周/周净卖出额(-1.6 SDs)。子行业层面的净交易流量出现分化——半成品和半成品设备、软件和电子设备是净卖出最多的,而通信设备和IT服务是净买入最多的。</li><li>对冲基金目前U/W信息科技股与MSCI世界相比下降了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></li><li>从行业群体的角度来看,对冲基金仍然是O/W软件和服务提供商+4.7%(第28个百分点),U/W半成品和半设备和技术硬件分别为-1.6%(第13个百分点)和-4.3%(第18个百分点)</li></ul>尽管对冲基金做空科技股,但在电子商务股票的推动下,高盛美国非必需消费品板块出现了三个月来最大的净买入。因此,GS Prime book现在与标普500相比,美国非必需消费品增长了+3.3%,<b>与过去一年相比处于第9百分位,与过去五年相比处于第50百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算,非必需消费品是本周GS Prime账簿上净买入最多的美国行业,这是由风险偏好流动推动的,多头买入的比例超过了空头卖出的比例为4比1。</li><li>GS Prime book上该行业的总多头/空头比率(MV)本周结束时为2.53,与过去一年相比处于第2百分位,与过去五年相比处于第77百分位。GS Prime book目前与标普500相比,美国非必需消费品股票增长了+3.3%,与过去一年相比,美国非必需消费品股票处于第9百分位,与过去五年相比,美国非必需消费品股票处于第50百分位。</li></ul></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>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的大宗经纪业务,对冲基金又度过了艰难的一周,GS股票基本面L/S表现预期在4/30至5/6之间下降了-1.68%(vs MSCI World TR-0.33%),这是由-1.11%的阿尔法(两个月来最差的每周阿尔法)和-0.57%的贝塔(来自市场敞口和市场敏感性因素的综合)推动的。因此,仅在过去一周,全球基本面股票L/S对冲基金就损失了近三分之二的年初至今收益,使其年初至今总回报率仅为0.97%,这将是2岁和20岁人群又一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是,对冲基金领域对整体市场贝塔值变得多么敏感,这是有原因的:根据Goldman Prime的说法,<b>整体账面总杠杆上升+1.7个百分点至247.1%,为有记录以来的最高水平,</b>而净杠杆率下降了-0.9个百分点,至88.2%(虽然不是历史最高水平,但仍处于87百分位)。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金申购构成来看,<b>过去一周,GS Prime book整体再次小幅净买入</b>(+0.15 SDs),由多头买入超过空头卖出的风险偏好流动推动。具体来说,单一品种被净买入,而宏观产品(指数和ETF组合)被净卖出。北美和欧洲在较小程度上是由多头买盘驱动的净买入,而DM Asia和EM Asia则是由空头卖盘驱动的净卖出。全球11个行业中有8个行业被净买入,其中以消费光盘、医疗保健、主食和房地产为首,而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时,高盛指出,延续上周首次观察到的趋势,当时我们注意到对冲基金在过去10天中有9天做空科技股<b>由于管理人员连续第三周减少敞口,信息技术出现了九个月来最大的净抛售。</b>GS Prime出人意料地扭转了数月来对其的看涨情绪,指出对冲基金目前对跑输大盘信息科技股的投资较MSCI世界下跌了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节:</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息科技,本周表现最差的板块,<b>也是迄今为止GS Prime账簿上净卖出最多的板块,其推动因素是卖空超过多头买入7比1。</b></li><li>信息科技股连续第三周净卖出,创下去年8月以来最大的周/周净卖出额(-1.6 SDs)。子行业层面的净交易流量出现分化——半成品和半成品设备、软件和电子设备是净卖出最多的,而通信设备和IT服务是净买入最多的。</li><li>对冲基金目前U/W信息科技股与MSCI世界相比下降了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></li><li>从行业群体的角度来看,对冲基金仍然是O/W软件和服务提供商+4.7%(第28个百分点),U/W半成品和半设备和技术硬件分别为-1.6%(第13个百分点)和-4.3%(第18个百分点)</li></ul>尽管对冲基金做空科技股,但在电子商务股票的推动下,高盛美国非必需消费品板块出现了三个月来最大的净买入。因此,GS Prime book现在与标普500相比,美国非必需消费品增长了+3.3%,<b>与过去一年相比处于第9百分位,与过去五年相比处于第50百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算,非必需消费品是本周GS Prime账簿上净买入最多的美国行业,这是由风险偏好流动推动的,多头买入的比例超过了空头卖出的比例为4比1。</li><li>GS Prime book上该行业的总多头/空头比率(MV)本周结束时为2.53,与过去一年相比处于第2百分位,与过去五年相比处于第77百分位。GS Prime book目前与标普500相比,美国非必需消费品股票增长了+3.3%,与过去一年相比,美国非必需消费品股票处于第9百分位,与过去五年相比,美国非必需消费品股票处于第50百分位。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1,"symbols_score_info":{"NDX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377614505,"gmtCreate":1619522998607,"gmtModify":1634212081632,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"will other funds be affected?","listText":"will other funds be affected?","text":"will other funds be affected?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377614505","repostId":"1128313679","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377615879,"gmtCreate":1619522863991,"gmtModify":1634212082702,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"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/377615879","repostId":"1102720570","repostType":2,"repost":{"id":"1102720570","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":1619522185,"share":"https://www.laohu8.com/m/news/1102720570?lang=zh_CN&edition=full","pubTime":"2021-04-27 19:16","market":"us","language":"en","title":"GameStop rose about 11% in premarket trading<blockquote>游戏驿站盘前交易上涨约11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102720570","media":"Tiger Newspress","summary":"GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity","content":"<p>GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity offering as the videogame retailer accelerates its shift to e-commerce.</p><p><blockquote>游戏驿站在盘前交易中上涨约11%。随着视频游戏零售商GameStop Corp加速向电子商务转型,该公司已通过股票发行筹集了5.51亿美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13adc02df737c5f68537b42dca1e1c10\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The $551 million stock sale, which GameStop confirmed in a statement “will be used to continue accelerating GameStop’s transformation as well as for general corporate purposes and further strengthening the company’s balance sheet,” was taken as a signal on social media that Cohen’s war chest is now swollen just as the company’s debt has been obliterated, making the head job at GameStop more attractive to an e-commerce-focused executive.</p><p><blockquote>游戏驿站在一份声明中证实,此次5.51亿美元的股票出售“将用于继续加速游戏驿站的转型以及一般企业用途并进一步加强公司的资产负债表”,这在社交媒体上被视为科恩的战争资金的信号。就像公司的债务被消除一样,现在也在膨胀,这使得游戏驿站的负责人职位对专注于电子商务的高管更具吸引力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop rose about 11% in premarket trading<blockquote>游戏驿站盘前交易上涨约11%</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\">\nGameStop rose about 11% in premarket trading<blockquote>游戏驿站盘前交易上涨约11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 19:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity offering as the videogame retailer accelerates its shift to e-commerce.</p><p><blockquote>游戏驿站在盘前交易中上涨约11%。随着视频游戏零售商GameStop Corp加速向电子商务转型,该公司已通过股票发行筹集了5.51亿美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13adc02df737c5f68537b42dca1e1c10\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The $551 million stock sale, which GameStop confirmed in a statement “will be used to continue accelerating GameStop’s transformation as well as for general corporate purposes and further strengthening the company’s balance sheet,” was taken as a signal on social media that Cohen’s war chest is now swollen just as the company’s debt has been obliterated, making the head job at GameStop more attractive to an e-commerce-focused executive.</p><p><blockquote>游戏驿站在一份声明中证实,此次5.51亿美元的股票出售“将用于继续加速游戏驿站的转型以及一般企业用途并进一步加强公司的资产负债表”,这在社交媒体上被视为科恩的战争资金的信号。就像公司的债务被消除一样,现在也在膨胀,这使得游戏驿站的负责人职位对专注于电子商务的高管更具吸引力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102720570","content_text":"GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity offering as the videogame retailer accelerates its shift to e-commerce.The $551 million stock sale, which GameStop confirmed in a statement “will be used to continue accelerating GameStop’s transformation as well as for general corporate purposes and further strengthening the company’s balance sheet,” was taken as a signal on social media that Cohen’s war chest is now swollen just as the company’s debt has been obliterated, making the head job at GameStop more attractive to an e-commerce-focused executive.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":181704520,"gmtCreate":1623410094760,"gmtModify":1634033623737,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","text":"$AMC Entertainment(AMC)$lol","images":[{"img":"https://static.tigerbbs.com/1ac401a2ee865b2e89dfe32c0ccceaf1","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/181704520","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122709844,"gmtCreate":1624631917388,"gmtModify":1633950276914,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","listText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","text":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122709844","repostId":"1179245434","repostType":2,"isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121291730,"gmtCreate":1624464365520,"gmtModify":1634005704298,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"i hope Tiger Brokers allow us to trade crypto soon","listText":"i hope Tiger Brokers allow us to trade crypto soon","text":"i hope Tiger Brokers allow us to trade crypto soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121291730","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134314541,"gmtCreate":1622207818183,"gmtModify":1634182857039,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","text":"$Sundial Growers Inc.(SNDL)$Hope to make small profit soon","images":[{"img":"https://static.tigerbbs.com/5b2f3f6c2b4f4dda19eadeab5245944a","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134314541","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193304450,"gmtCreate":1620750584970,"gmtModify":1634196589343,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"long term good buy","listText":"long term good buy","text":"long term good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193304450","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://www.laohu8.com/m/news/1148549916?lang=zh_CN&edition=full","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的大宗经纪业务,对冲基金又度过了艰难的一周,GS股票基本面L/S表现预期在4/30至5/6之间下降了-1.68%(vs MSCI World TR-0.33%),这是由-1.11%的阿尔法(两个月来最差的每周阿尔法)和-0.57%的贝塔(来自市场敞口和市场敏感性因素的综合)推动的。因此,仅在过去一周,全球基本面股票L/S对冲基金就损失了近三分之二的年初至今收益,使其年初至今总回报率仅为0.97%,这将是2岁和20岁人群又一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是,对冲基金领域对整体市场贝塔值变得多么敏感,这是有原因的:根据Goldman Prime的说法,<b>整体账面总杠杆上升+1.7个百分点至247.1%,为有记录以来的最高水平,</b>而净杠杆率下降了-0.9个百分点,至88.2%(虽然不是历史最高水平,但仍处于87百分位)。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金申购构成来看,<b>过去一周,GS Prime book整体再次小幅净买入</b>(+0.15 SDs),由多头买入超过空头卖出的风险偏好流动推动。具体来说,单一品种被净买入,而宏观产品(指数和ETF组合)被净卖出。北美和欧洲在较小程度上是由多头买盘驱动的净买入,而DM Asia和EM Asia则是由空头卖盘驱动的净卖出。全球11个行业中有8个行业被净买入,其中以消费光盘、医疗保健、主食和房地产为首,而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时,高盛指出,延续上周首次观察到的趋势,当时我们注意到对冲基金在过去10天中有9天做空科技股<b>由于管理人员连续第三周减少敞口,信息技术出现了九个月来最大的净抛售。</b>GS Prime出人意料地扭转了数月来对其的看涨情绪,指出对冲基金目前对跑输大盘信息科技股的投资较MSCI世界下跌了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节:</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息科技,本周表现最差的板块,<b>也是迄今为止GS Prime账簿上净卖出最多的板块,其推动因素是卖空超过多头买入7比1。</b></li><li>信息科技股连续第三周净卖出,创下去年8月以来最大的周/周净卖出额(-1.6 SDs)。子行业层面的净交易流量出现分化——半成品和半成品设备、软件和电子设备是净卖出最多的,而通信设备和IT服务是净买入最多的。</li><li>对冲基金目前U/W信息科技股与MSCI世界相比下降了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></li><li>从行业群体的角度来看,对冲基金仍然是O/W软件和服务提供商+4.7%(第28个百分点),U/W半成品和半设备和技术硬件分别为-1.6%(第13个百分点)和-4.3%(第18个百分点)</li></ul>尽管对冲基金做空科技股,但在电子商务股票的推动下,高盛美国非必需消费品板块出现了三个月来最大的净买入。因此,GS Prime book现在与标普500相比,美国非必需消费品增长了+3.3%,<b>与过去一年相比处于第9百分位,与过去五年相比处于第50百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算,非必需消费品是本周GS Prime账簿上净买入最多的美国行业,这是由风险偏好流动推动的,多头买入的比例超过了空头卖出的比例为4比1。</li><li>GS Prime book上该行业的总多头/空头比率(MV)本周结束时为2.53,与过去一年相比处于第2百分位,与过去五年相比处于第77百分位。GS Prime book目前与标普500相比,美国非必需消费品股票增长了+3.3%,与过去一年相比,美国非必需消费品股票处于第9百分位,与过去五年相比,美国非必需消费品股票处于第50百分位。</li></ul></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>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股,对冲基金总杠杆创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的大宗经纪业务,对冲基金又度过了艰难的一周,GS股票基本面L/S表现预期在4/30至5/6之间下降了-1.68%(vs MSCI World TR-0.33%),这是由-1.11%的阿尔法(两个月来最差的每周阿尔法)和-0.57%的贝塔(来自市场敞口和市场敏感性因素的综合)推动的。因此,仅在过去一周,全球基本面股票L/S对冲基金就损失了近三分之二的年初至今收益,使其年初至今总回报率仅为0.97%,这将是2岁和20岁人群又一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是,对冲基金领域对整体市场贝塔值变得多么敏感,这是有原因的:根据Goldman Prime的说法,<b>整体账面总杠杆上升+1.7个百分点至247.1%,为有记录以来的最高水平,</b>而净杠杆率下降了-0.9个百分点,至88.2%(虽然不是历史最高水平,但仍处于87百分位)。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金申购构成来看,<b>过去一周,GS Prime book整体再次小幅净买入</b>(+0.15 SDs),由多头买入超过空头卖出的风险偏好流动推动。具体来说,单一品种被净买入,而宏观产品(指数和ETF组合)被净卖出。北美和欧洲在较小程度上是由多头买盘驱动的净买入,而DM Asia和EM Asia则是由空头卖盘驱动的净卖出。全球11个行业中有8个行业被净买入,其中以消费光盘、医疗保健、主食和房地产为首,而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时,高盛指出,延续上周首次观察到的趋势,当时我们注意到对冲基金在过去10天中有9天做空科技股<b>由于管理人员连续第三周减少敞口,信息技术出现了九个月来最大的净抛售。</b>GS Prime出人意料地扭转了数月来对其的看涨情绪,指出对冲基金目前对跑输大盘信息科技股的投资较MSCI世界下跌了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节:</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息科技,本周表现最差的板块,<b>也是迄今为止GS Prime账簿上净卖出最多的板块,其推动因素是卖空超过多头买入7比1。</b></li><li>信息科技股连续第三周净卖出,创下去年8月以来最大的周/周净卖出额(-1.6 SDs)。子行业层面的净交易流量出现分化——半成品和半成品设备、软件和电子设备是净卖出最多的,而通信设备和IT服务是净买入最多的。</li><li>对冲基金目前U/W信息科技股与MSCI世界相比下降了-1.4%,<b>这是自去年11月以来的最低水平,与过去五年相比处于第3百分位。</b></li><li>从行业群体的角度来看,对冲基金仍然是O/W软件和服务提供商+4.7%(第28个百分点),U/W半成品和半设备和技术硬件分别为-1.6%(第13个百分点)和-4.3%(第18个百分点)</li></ul>尽管对冲基金做空科技股,但在电子商务股票的推动下,高盛美国非必需消费品板块出现了三个月来最大的净买入。因此,GS Prime book现在与标普500相比,美国非必需消费品增长了+3.3%,<b>与过去一年相比处于第9百分位,与过去五年相比处于第50百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算,非必需消费品是本周GS Prime账簿上净买入最多的美国行业,这是由风险偏好流动推动的,多头买入的比例超过了空头卖出的比例为4比1。</li><li>GS Prime book上该行业的总多头/空头比率(MV)本周结束时为2.53,与过去一年相比处于第2百分位,与过去五年相比处于第77百分位。GS Prime book目前与标普500相比,美国非必需消费品股票增长了+3.3%,与过去一年相比,美国非必需消费品股票处于第9百分位,与过去五年相比,美国非必需消费品股票处于第50百分位。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1,"symbols_score_info":{"NDX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605829569,"gmtCreate":1639146427770,"gmtModify":1639146436881,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"Tesla ftw","listText":"Tesla ftw","text":"Tesla ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605829569","repostId":"1192503036","repostType":4,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohu8.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"us","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker <b>Tesla</b> valued at more than $1 trillion and <b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止,该公司生产了不到200辆汽车,价值超过1000亿美元,注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是,即使在这个热门领域,也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider <b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of <b>Lucid Group</b> and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近,试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如,考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而,其市值低于<b>Lucid集团</b>和Rivian,这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史,Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高,但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然,特斯拉凭借强大的品牌形象和创新的产品,作为电动汽车先驱拥有更高的比例。然而,与蔚来相比,溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异,纯电动汽车制造商(仅提供电动汽车)的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作,或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are <b>BYD</b> and <b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示,这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分,蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先,该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中,仅在中国就售出了约110万辆。此外,2021年上半年,中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份,由于计划升级生产线,该公司报告交付量下降,蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and <b>Li Auto</b>, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>,和<b>理想汽车</b>,以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈,蔚来迄今为止表现良好。此外,该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术,应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票,但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场(包括插电式混合动力汽车)的最高份额,为17%。这高于上汽集团之间的合资企业控制的16%的市场份额,<b>通用汽车</b>、柳州五菱汽车。相比之下,特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月,比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内,该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元,主要分为三个部门。2020年,该公司53%的收入来自汽车及相关产品,39%来自手机零部件和组装,其余8%来自充电电池和太阳能产品。从地域上看,该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注,未来几年,这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年,该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年,该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.</p><p><blockquote>前9个月,大众汽车在全球交付了近700万辆汽车。其中,大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此,电动或混合动力汽车约占该公司交付量的7.8%。从长远来看,特斯拉今年前9个月交付了627,572辆汽车。因此,尽管电动汽车在大众汽车总交付量中所占比例很小,但其电动汽车的绝对交付量却很大,并且将继续增长。简而言之,该股票肯定可以在您的电动汽车投资组合中找到一席之地。</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>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</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\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker <b>Tesla</b> valued at more than $1 trillion and <b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止,该公司生产了不到200辆汽车,价值超过1000亿美元,注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是,即使在这个热门领域,也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider <b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of <b>Lucid Group</b> and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近,试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如,考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而,其市值低于<b>Lucid集团</b>和Rivian,这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史,Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高,但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然,特斯拉凭借强大的品牌形象和创新的产品,作为电动汽车先驱拥有更高的比例。然而,与蔚来相比,溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异,纯电动汽车制造商(仅提供电动汽车)的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作,或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are <b>BYD</b> and <b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示,这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分,蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先,该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中,仅在中国就售出了约110万辆。此外,2021年上半年,中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份,由于计划升级生产线,该公司报告交付量下降,蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and <b>Li Auto</b>, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>,和<b>理想汽车</b>,以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈,蔚来迄今为止表现良好。此外,该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术,应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票,但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场(包括插电式混合动力汽车)的最高份额,为17%。这高于上汽集团之间的合资企业控制的16%的市场份额,<b>通用汽车</b>、柳州五菱汽车。相比之下,特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月,比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内,该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元,主要分为三个部门。2020年,该公司53%的收入来自汽车及相关产品,39%来自手机零部件和组装,其余8%来自充电电池和太阳能产品。从地域上看,该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注,未来几年,这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年,该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年,该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.</p><p><blockquote>前9个月,大众汽车在全球交付了近700万辆汽车。其中,大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此,电动或混合动力汽车约占该公司交付量的7.8%。从长远来看,特斯拉今年前9个月交付了627,572辆汽车。因此,尽管电动汽车在大众汽车总交付量中所占比例很小,但其电动汽车的绝对交付量却很大,并且将继续增长。简而言之,该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">Motley Fool </a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","VWAGY":"大众汽车ADR","BYDDY":"比亚迪ADR","01211":"比亚迪股份"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"01211":0.9,"VWAGY":0.9,"NIO":0.9,"BYDDY":0.9}},"isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184961226,"gmtCreate":1623681181565,"gmtModify":1634030145587,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","text":"$Apple(AAPL)$doing well tonight","images":[{"img":"https://static.tigerbbs.com/c185383fbd935e098788c61b53c2dd60","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184961226","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":113471421,"gmtCreate":1622637256463,"gmtModify":1634099719479,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"Buy AMC for short squeeze","listText":"Buy AMC for short squeeze","text":"Buy AMC for short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113471421","repostId":"1119736871","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136264358,"gmtCreate":1622021345774,"gmtModify":1634184592661,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","listText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","text":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136264358","repostId":"1196969197","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193307125,"gmtCreate":1620750622367,"gmtModify":1634196588986,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570568072112084","idStr":"3570568072112084"},"themes":[],"htmlText":"greed nakes it a bubble","listText":"greed nakes it a bubble","text":"greed nakes it a bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193307125","repostId":"1199341916","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}