shannielim的个人主页 - 老虎社区

shannielim

shannielim

暂无个人介绍

IP属地：未知

40关注

1粉丝

0主题

0勋章

2021-04-04

go tesla

抱歉，原内容已删除

2021-03-30

go

抱歉，原内容已删除

2021-03-21

😭🚀🙏

抱歉，原内容已删除

2021-03-16

go tesla

抱歉，原内容已删除

2021-03-14

pls fly

Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>

2021-03-13

GO NIO!!! 🚀🚀

抱歉，原内容已删除

2021-03-10

🚀

3 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</blockquote>

2021-03-08

when will they 🚀🚀

Top tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</blockquote>

2021-03-07

bitcoins 🚀

抱歉，原内容已删除

2021-03-06

nio pls 🚀🚀

Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>

2021-02-24

pls 🚀🚀

The S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</blockquote>

2021-02-22

hmm

抱歉，原内容已删除

2021-02-21

apple pls 🚀

抱歉，原内容已删除

2021-02-20

nio🚀🚀🚀🚀🚀🚀🚀🚀

抱歉，原内容已删除

2021-02-18

space 🚀🚀

抱歉，原内容已删除

2021-02-17

oh no

The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</blockquote>

2021-02-16

yes pls

TSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</blockquote>

2021-02-13

oo

抱歉，原内容已删除

2021-02-07

👍

抱歉，原内容已删除

2021-02-06

hello!

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573810704294140","uuid":"3573810704294140","gmtCreate":1610717416132,"gmtModify":1612576951044,"name":"shannielim","pinyin":"shannielim","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":40,"tweetSize":20,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":349086589,"gmtCreate":1617505922141,"gmtModify":1634520740561,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"go tesla&nbsp;","listText":"go tesla&nbsp;","text":"go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349086589","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355236634,"gmtCreate":1617074016028,"gmtModify":1634522800345,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355236634","repostId":"1112608299","repostType":4,"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359009578,"gmtCreate":1616296197794,"gmtModify":1634526456860,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"😭🚀🙏","listText":"😭🚀🙏","text":"😭🚀🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359009578","repostId":"1103756496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325974236,"gmtCreate":1615860867025,"gmtModify":1703494110073,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"go tesla","listText":"go tesla","text":"go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325974236","repostId":"2119170941","repostType":4,"isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326401532,"gmtCreate":1615692658926,"gmtModify":1703492133507,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"pls fly&nbsp;","listText":"pls fly&nbsp;","text":"pls fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326401532","repostId":"1100128328","repostType":4,"repost":{"id":"1100128328","kind":"news","pubTimestamp":1615563404,"share":"https://www.laohu8.com/m/news/1100128328?lang=zh_CN&edition=full","pubTime":"2021-03-12 23:36","market":"us","language":"en","title":"Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100128328","media":"Barrons","summary":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremon","content":"<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价走低。植物，但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾只是一个正常但不幸的操作问题。特斯拉（股票代码：TSLA）没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任，该股在盘前交易中下跌约2.7%，至约680美元。对于特斯拉股东来说，这是疯狂的一周。本周初股价约为675美元，交易价格高于700美元，跌至约560美元，然后反弹，周四上涨4.7%，至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后，将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五早上市场正在抛售。对于股票来说，这次讲话几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对估值高、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来产生大部分现金。与利率低时相比，利率高时现金的价值较低。在利率较高的环境下，投资者如今有更多赚取利息的选择，这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说：“你、你的家人和朋友很有可能能够在你的后院或附近聚会，野餐……庆祝独立日。”这是个好消息。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-12 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价走低。植物，但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾只是一个正常但不幸的操作问题。特斯拉（股票代码：TSLA）没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任，该股在盘前交易中下跌约2.7%，至约680美元。对于特斯拉股东来说，这是疯狂的一周。本周初股价约为675美元，交易价格高于700美元，跌至约560美元，然后反弹，周四上涨4.7%，至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后，将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五早上市场正在抛售。对于股票来说，这次讲话几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对估值高、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来产生大部分现金。与利率低时相比，利率高时现金的价值较低。在利率较高的环境下，投资者如今有更多赚取利息的选择，这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说：“你、你的家人和朋友很有可能能够在你的后院或附近聚会，野餐……庆祝独立日。”这是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100128328","content_text":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326833303,"gmtCreate":1615609955002,"gmtModify":1703491609261,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"GO NIO!!! 🚀🚀","listText":"GO NIO!!! 🚀🚀","text":"GO NIO!!! 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326833303","repostId":"2118935050","repostType":4,"isVote":1,"tweetType":1,"viewCount":2698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323472605,"gmtCreate":1615371402607,"gmtModify":1703488026451,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323472605","repostId":"1197320396","repostType":4,"repost":{"id":"1197320396","kind":"news","pubTimestamp":1615368915,"share":"https://www.laohu8.com/m/news/1197320396?lang=zh_CN&edition=full","pubTime":"2021-03-10 17:35","market":"us","language":"en","title":"3 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197320396","media":"Barrons","summary":"A Tesla fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.New Street Research analyst Pierre Ferraguis a longtime Tesla  bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.The third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars t","content":"<p>A&nbsp;Tesla&nbsp;fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.</p><p><blockquote>尽管该股最近下跌，但特斯拉的粉丝周二更加看好该股。特斯拉股价在盘前交易中上涨，但分析师的乐观看法并不是股价上涨的唯一原因。</blockquote></p><p> New Street Research analyst&nbsp;Pierre Ferraguis a longtime Tesla (ticker: TSLA) bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.</p><p><blockquote>New Street Research分析师Pierre Ferraguis长期看好特斯拉（股票代码：TSLA）。但这并不意味着他总是将股票评级为买入。当价格高于他认为公平的水平时，他愿意将股票评级下调至持有。</blockquote></p><p> Ferragu rated Tesla stock Buy from mid-2018—when he launched coverage of the stock—until, essentially, mid-2020, when shares were at about $180. He was Hold-rated for a couple of months before upgrading shares to Buy around last October. But then Tesla stock ran to more than $600—from above around $400—in the blink of an eye. That 50% gain prompted another downgrade to Hold.</p><p><blockquote>Ferragu从2018年中期（当时他推出了该股的报道）到2020年中期（当时股价约为180美元），对特斯拉股票的评级为“买入”。去年10月左右，他被给予持有评级几个月，然后将股票评级上调至买入。但随后特斯拉股价转眼间就从400美元左右涨至600美元以上。50%的涨幅促使评级再次下调至持有。</blockquote></p><p> Now Ferragu is saying buy Tesla again. And he raised his price target to $900 a share from $578.</p><p><blockquote>现在费拉古说再次购买特斯拉。他将目标价从每股578美元上调至900美元。</blockquote></p><p> “As much as the market severely corrected the recent excesses of optimism reflected in Tesla’s valuation, our recent work strengthened our confidence about the solid outlook for the company in the next 2 years,” wrote Ferragu. “Tesla will be in a position to deliver 2 [million] units in 2023 and deliver earnings of $12, more than 50% above current expectations.” With better-than-expected earnings coming, according to analysts, he believes the stock will trade for the higher end of his expected price-to-earnings ratio range of 50 times to 100 times.</p><p><blockquote>费拉古写道：“尽管市场严重纠正了特斯拉估值中反映出的近期过度乐观情绪，但我们最近的工作增强了我们对该公司未来两年稳健前景的信心。”“特斯拉将在2023年交付200万辆汽车，盈利为12美元，比当前预期高出50%以上。”分析师表示，随着好于预期的盈利即将到来，他相信该股的交易价格将达到他预期市盈率范围50倍至100倍的高端。</blockquote></p><p> “Tesla [is] the #1 stock we recommend buying in this pullback.”</p><p><blockquote>“特斯拉是我们在这次回调中建议购买的第一只股票。”</blockquote></p><p> The pullback hasbeen brutal. Coming into Tuesday, theNasdaq Compositeindex, which is home to many richly valued, high-growth stocks like Tesla, was down more than 11% from its February high. Tesla stock was down more than 37% from its January high.</p><p><blockquote>回调是残酷的。进入周二，纳斯达克综合指数较2月份高点下跌超过11%，该指数拥有特斯拉等许多估值高、高增长股票。特斯拉股价较1月份高点下跌超过37%。</blockquote></p><p> Inflation fears are a big reason for the drop in Tesla and other tech stocks. Higher inflation means higher interest rates, which are problematic for growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.</p><p><blockquote>通胀担忧是特斯拉和其他科技股下跌的一个重要原因。更高的通胀意味着更高的利率，这在两个方面给成长型股票带来了问题。首先，利率上升使融资增长更加昂贵。其次，高增长公司的大部分现金流和潜在股息是在遥远的未来产生的。这种现金流的吸引力相对较小，因为投资者现在可以赚取更多利息。</blockquote></p><p> Inflation fears will continue to affect Tesla stock for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity price swings in the numbers.)</p><p><blockquote>通胀担忧将在一段时间内继续影响特斯拉股票。这使得周三的通胀数据比平时的风险要高一些。经济学家预计，2月份不包括食品和能源的价格将比1月份上涨0.2%。（经济学家关注的是不包括食品和能源的通胀，以避免数字中的大宗商品价格波动。）</blockquote></p><p> The third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars there in February, more that the company delivered in January. That is an achievement considering the Lunar New Year holiday dentedFebruary -deliveryfigures at companies such asNIO(NIO) andXPeng(XPEV) “We would characterize these February results as quite impressive and ahead of Street expectations,” Wedbush analystDan Ivestells<i>Barron’s</i>. “From a run-rate perspective, Tesla is on track to be on a [200,000-plus] unit trajectory in China for the year which remains a linchpin for the company hitting its [750,000 to 800,000] annual numbers for the year.”</p><p><blockquote>特斯拉股价上涨的第三个原因是中国。特斯拉2月份在那里交付了约18,300辆汽车，超过了该公司1月份的交付量。考虑到农历新年假期削弱了蔚来（蔚来）和小鹏汽车（XPEV）等公司2月份的交付数据，这是一项成就。“我们认为2月份的业绩相当令人印象深刻，超出了华尔街的预期，”Wedbush分析师Dan Ivestells<i>巴伦周刊</i>“从运行率的角度来看，特斯拉今年在华销量有望达到[20万辆以上]，这仍然是该公司今年达到[75万至80万辆]年度销量的关键。”</blockquote></p><p> Tesla stock rose 19.6% Tuesday. It’s the largest percentage jump since shares jumped 19.9% on Feb. 3, 2020. That jump was the start to Tesla’s incredible year. The stock finished up about 740%.</p><p><blockquote>特斯拉股价周二上涨19.6%。这是自2020年2月3日股价上涨19.9%以来的最大百分比涨幅。这一飞跃是特斯拉不可思议的一年的开始。该股收盘上涨约740%。</blockquote></p><p> The reason for the February 2020 jump washard to find. This time the upgrade certainly helped. So did the bounce in tech stocks. So do the China numbers. The Nasdaq Composite rose 3.7%, bouncing back after the recent selloff. TheS&amp;P 500andDow Jones Industrial Averagerose 1.4% and 0.1%, respectively.</p><p><blockquote>2020年2月跳跃的原因很难找到。这一次升级确实有所帮助。科技股的反弹也是如此。中国的数字也是如此。纳斯达克综合指数上涨3.7%，在近期抛售后反弹。标准普尔500指数和道琼斯工业平均指数分别上涨1.4%和0.1%。</blockquote></p><p> With Ferragu’s upgrade, about 33% of analysts covering Tesla rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Analysts always have trouble reconciling Tesla’s valuation with other car companies.General Motors (GM),for instance, trades for a single-digit PE ratio. Tesla trades for a triple-digit PE ratio. Tesla, of course, grows much faster than the broader automotive industry.</p><p><blockquote>随着Ferragu的升级，约33%的特斯拉分析师将股票评级为买入。道琼斯指数股票的平均买入评级约为60%。分析师总是难以调和特斯拉与其他车企的估值。例如，通用汽车(GM)的市盈率为个位数。特斯拉的市盈率为三位数。当然，特斯拉的增长速度比更广泛的汽车行业快得多。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</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 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-10 17:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A&nbsp;Tesla&nbsp;fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.</p><p><blockquote>尽管该股最近下跌，但特斯拉的粉丝周二更加看好该股。特斯拉股价在盘前交易中上涨，但分析师的乐观看法并不是股价上涨的唯一原因。</blockquote></p><p> New Street Research analyst&nbsp;Pierre Ferraguis a longtime Tesla (ticker: TSLA) bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.</p><p><blockquote>New Street Research分析师Pierre Ferraguis长期看好特斯拉（股票代码：TSLA）。但这并不意味着他总是将股票评级为买入。当价格高于他认为公平的水平时，他愿意将股票评级下调至持有。</blockquote></p><p> Ferragu rated Tesla stock Buy from mid-2018—when he launched coverage of the stock—until, essentially, mid-2020, when shares were at about $180. He was Hold-rated for a couple of months before upgrading shares to Buy around last October. But then Tesla stock ran to more than $600—from above around $400—in the blink of an eye. That 50% gain prompted another downgrade to Hold.</p><p><blockquote>Ferragu从2018年中期（当时他推出了该股的报道）到2020年中期（当时股价约为180美元），对特斯拉股票的评级为“买入”。去年10月左右，他被给予持有评级几个月，然后将股票评级上调至买入。但随后特斯拉股价转眼间就从400美元左右涨至600美元以上。50%的涨幅促使评级再次下调至持有。</blockquote></p><p> Now Ferragu is saying buy Tesla again. And he raised his price target to $900 a share from $578.</p><p><blockquote>现在费拉古说再次购买特斯拉。他将目标价从每股578美元上调至900美元。</blockquote></p><p> “As much as the market severely corrected the recent excesses of optimism reflected in Tesla’s valuation, our recent work strengthened our confidence about the solid outlook for the company in the next 2 years,” wrote Ferragu. “Tesla will be in a position to deliver 2 [million] units in 2023 and deliver earnings of $12, more than 50% above current expectations.” With better-than-expected earnings coming, according to analysts, he believes the stock will trade for the higher end of his expected price-to-earnings ratio range of 50 times to 100 times.</p><p><blockquote>费拉古写道：“尽管市场严重纠正了特斯拉估值中反映出的近期过度乐观情绪，但我们最近的工作增强了我们对该公司未来两年稳健前景的信心。”“特斯拉将在2023年交付200万辆汽车，盈利为12美元，比当前预期高出50%以上。”分析师表示，随着好于预期的盈利即将到来，他相信该股的交易价格将达到他预期市盈率范围50倍至100倍的高端。</blockquote></p><p> “Tesla [is] the #1 stock we recommend buying in this pullback.”</p><p><blockquote>“特斯拉是我们在这次回调中建议购买的第一只股票。”</blockquote></p><p> The pullback hasbeen brutal. Coming into Tuesday, theNasdaq Compositeindex, which is home to many richly valued, high-growth stocks like Tesla, was down more than 11% from its February high. Tesla stock was down more than 37% from its January high.</p><p><blockquote>回调是残酷的。进入周二，纳斯达克综合指数较2月份高点下跌超过11%，该指数拥有特斯拉等许多估值高、高增长股票。特斯拉股价较1月份高点下跌超过37%。</blockquote></p><p> Inflation fears are a big reason for the drop in Tesla and other tech stocks. Higher inflation means higher interest rates, which are problematic for growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.</p><p><blockquote>通胀担忧是特斯拉和其他科技股下跌的一个重要原因。更高的通胀意味着更高的利率，这在两个方面给成长型股票带来了问题。首先，利率上升使融资增长更加昂贵。其次，高增长公司的大部分现金流和潜在股息是在遥远的未来产生的。这种现金流的吸引力相对较小，因为投资者现在可以赚取更多利息。</blockquote></p><p> Inflation fears will continue to affect Tesla stock for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity price swings in the numbers.)</p><p><blockquote>通胀担忧将在一段时间内继续影响特斯拉股票。这使得周三的通胀数据比平时的风险要高一些。经济学家预计，2月份不包括食品和能源的价格将比1月份上涨0.2%。（经济学家关注的是不包括食品和能源的通胀，以避免数字中的大宗商品价格波动。）</blockquote></p><p> The third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars there in February, more that the company delivered in January. That is an achievement considering the Lunar New Year holiday dentedFebruary -deliveryfigures at companies such asNIO(NIO) andXPeng(XPEV) “We would characterize these February results as quite impressive and ahead of Street expectations,” Wedbush analystDan Ivestells<i>Barron’s</i>. “From a run-rate perspective, Tesla is on track to be on a [200,000-plus] unit trajectory in China for the year which remains a linchpin for the company hitting its [750,000 to 800,000] annual numbers for the year.”</p><p><blockquote>特斯拉股价上涨的第三个原因是中国。特斯拉2月份在那里交付了约18,300辆汽车，超过了该公司1月份的交付量。考虑到农历新年假期削弱了蔚来（蔚来）和小鹏汽车（XPEV）等公司2月份的交付数据，这是一项成就。“我们认为2月份的业绩相当令人印象深刻，超出了华尔街的预期，”Wedbush分析师Dan Ivestells<i>巴伦周刊</i>“从运行率的角度来看，特斯拉今年在华销量有望达到[20万辆以上]，这仍然是该公司今年达到[75万至80万辆]年度销量的关键。”</blockquote></p><p> Tesla stock rose 19.6% Tuesday. It’s the largest percentage jump since shares jumped 19.9% on Feb. 3, 2020. That jump was the start to Tesla’s incredible year. The stock finished up about 740%.</p><p><blockquote>特斯拉股价周二上涨19.6%。这是自2020年2月3日股价上涨19.9%以来的最大百分比涨幅。这一飞跃是特斯拉不可思议的一年的开始。该股收盘上涨约740%。</blockquote></p><p> The reason for the February 2020 jump washard to find. This time the upgrade certainly helped. So did the bounce in tech stocks. So do the China numbers. The Nasdaq Composite rose 3.7%, bouncing back after the recent selloff. TheS&amp;P 500andDow Jones Industrial Averagerose 1.4% and 0.1%, respectively.</p><p><blockquote>2020年2月跳跃的原因很难找到。这一次升级确实有所帮助。科技股的反弹也是如此。中国的数字也是如此。纳斯达克综合指数上涨3.7%，在近期抛售后反弹。标准普尔500指数和道琼斯工业平均指数分别上涨1.4%和0.1%。</blockquote></p><p> With Ferragu’s upgrade, about 33% of analysts covering Tesla rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Analysts always have trouble reconciling Tesla’s valuation with other car companies.General Motors (GM),for instance, trades for a single-digit PE ratio. Tesla trades for a triple-digit PE ratio. Tesla, of course, grows much faster than the broader automotive industry.</p><p><blockquote>随着Ferragu的升级，约33%的特斯拉分析师将股票评级为买入。道琼斯指数股票的平均买入评级约为60%。分析师总是难以调和特斯拉与其他车企的估值。例如，通用汽车(GM)的市盈率为个位数。特斯拉的市盈率为三位数。当然，特斯拉的增长速度比更广泛的汽车行业快得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-up-upgrade-china-51615300696?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-up-upgrade-china-51615300696?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197320396","content_text":"A Tesla fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.\nNew Street Research analyst Pierre Ferraguis a longtime Tesla (ticker: TSLA) bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.\nFerragu rated Tesla stock Buy from mid-2018—when he launched coverage of the stock—until, essentially, mid-2020, when shares were at about $180. He was Hold-rated for a couple of months before upgrading shares to Buy around last October. But then Tesla stock ran to more than $600—from above around $400—in the blink of an eye. That 50% gain prompted another downgrade to Hold.\nNow Ferragu is saying buy Tesla again. And he raised his price target to $900 a share from $578.\n“As much as the market severely corrected the recent excesses of optimism reflected in Tesla’s valuation, our recent work strengthened our confidence about the solid outlook for the company in the next 2 years,” wrote Ferragu. “Tesla will be in a position to deliver 2 [million] units in 2023 and deliver earnings of $12, more than 50% above current expectations.” With better-than-expected earnings coming, according to analysts, he believes the stock will trade for the higher end of his expected price-to-earnings ratio range of 50 times to 100 times.\n“Tesla [is] the #1 stock we recommend buying in this pullback.”\nThe pullback hasbeen brutal. Coming into Tuesday, theNasdaq Compositeindex, which is home to many richly valued, high-growth stocks like Tesla, was down more than 11% from its February high. Tesla stock was down more than 37% from its January high.\nInflation fears are a big reason for the drop in Tesla and other tech stocks. Higher inflation means higher interest rates, which are problematic for growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.\nInflation fears will continue to affect Tesla stock for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity price swings in the numbers.)\nThe third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars there in February, more that the company delivered in January. That is an achievement considering the Lunar New Year holiday dentedFebruary -deliveryfigures at companies such asNIO(NIO) andXPeng(XPEV) “We would characterize these February results as quite impressive and ahead of Street expectations,” Wedbush analystDan IvestellsBarron’s. “From a run-rate perspective, Tesla is on track to be on a [200,000-plus] unit trajectory in China for the year which remains a linchpin for the company hitting its [750,000 to 800,000] annual numbers for the year.”\nTesla stock rose 19.6% Tuesday. It’s the largest percentage jump since shares jumped 19.9% on Feb. 3, 2020. That jump was the start to Tesla’s incredible year. The stock finished up about 740%.\nThe reason for the February 2020 jump washard to find. This time the upgrade certainly helped. So did the bounce in tech stocks. So do the China numbers. The Nasdaq Composite rose 3.7%, bouncing back after the recent selloff. TheS&P 500andDow Jones Industrial Averagerose 1.4% and 0.1%, respectively.\nWith Ferragu’s upgrade, about 33% of analysts covering Tesla rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Analysts always have trouble reconciling Tesla’s valuation with other car companies.General Motors (GM),for instance, trades for a single-digit PE ratio. Tesla trades for a triple-digit PE ratio. Tesla, of course, grows much faster than the broader automotive industry.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329194351,"gmtCreate":1615214269873,"gmtModify":1703485778573,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"when will they 🚀🚀","listText":"when will they 🚀🚀","text":"when will they 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329194351","repostId":"1177211195","repostType":4,"repost":{"id":"1177211195","kind":"news","pubTimestamp":1615213425,"share":"https://www.laohu8.com/m/news/1177211195?lang=zh_CN&edition=full","pubTime":"2021-03-08 22:23","market":"us","language":"en","title":"Top tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177211195","media":"CNN Business","summary":"London (CNN Business) - Apple (AAPL) shares are down more than 15% from their January high. Amazon's","content":"<p><b>London (CNN Business)&nbsp;-&nbsp;</b>Apple&nbsp;(AAPL)&nbsp;shares are down more than 15% from their January high. Amazon's stock is off 11% from a recent peak in early February. And chipmaker&nbsp;Nvidia&nbsp;(NVDA)&nbsp;has seen its shares plunge nearly 19% since the middle of last month.</p><p><blockquote><b>伦敦（CNN商业）——</b>苹果(AAPL)股价较1月份高点下跌超过15%。亚马逊股价较2月初的近期峰值下跌11%。芯片制造商英伟达(NVDA)的股价自上个月中旬以来已暴跌近19%。</blockquote></p><p>What's happening: Tech companies are getting hammered by the recent&nbsp;sell-off in markets. Many stocks in the sector have entered a correction, logging declines of at least 10% from their recent peaks.</p><p><blockquote>正在发生的事情：科技公司受到最近市场抛售的打击。该行业的许多股票已进入回调，较近期峰值下跌至少10%。</blockquote></p><p>The tech-heavy Nasdaq Composite may not be far behind. The index finished Friday more than 8% below the record high notched on Feb. 12. Futures point to another rough trading session on Monday.</p><p><blockquote>以科技股为主的纳斯达克综合指数可能也不甘落后。该指数周五收盘较2月12日创下的历史新高低8%以上。期货指向周一另一个艰难的交易时段。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc50317ec0fe580acd1407307915d8fa\" tg-width=\"1070\" tg-height=\"651\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Breaking it down: Investors have become increasingly worried that the reopening of many big economies later this year will lead to a spike in prices as people rush out to restaurants and book vacations. That could put pressure on central banks like the Federal Reserve to hike interest rates sooner than expected.</p><p><blockquote>分解一下：投资者越来越担心，随着人们涌向餐馆和预订假期，今年晚些时候许多大型经济体的重新开放将导致价格飙升。这可能会给美联储等央行带来压力，要求其比预期更早加息。</blockquote></p><p>Rock-bottom rates have been a boon for fast-growing tech companies. They've helped keep yields on government bonds extremely low, boosting interest in riskier investments like stocks that offer better returns.</p><p><blockquote>最低利率对快速增长的科技公司来说是一个福音。它们帮助将政府债券的收益率保持在极低的水平，提高了人们对风险较高的投资的兴趣，例如提供更好回报的股票。</blockquote></p><p>But now, bond yields are rising on&nbsp;inflation concerns. That could make assets like US Treasuries start to appear more enticing — triggering outflows from the tech names that have been so popular over the past 11 months.</p><p><blockquote>但现在，由于通胀担忧，债券收益率正在上升。这可能会让美国国债等资产开始显得更具吸引力，引发过去11个月如此受欢迎的科技股资金外流。</blockquote></p><p>Jeroen Blokland, a portfolio manager at Robeco, thinks that as estimates for economic growth continue to improve, so-called \"value\" stocks in sectors like banking — which benefit from a healthy economy — may begin to get a second look.</p><p><blockquote>荷宝(Robeco)投资组合经理耶鲁安·布洛克兰(Jeroen Blokland)认为，随着对经济增长的预期不断改善，受益于健康经济的银行业等行业的所谓“价值”股票可能会开始受到重新审视。</blockquote></p><p>\"If you believe in this whole reopening and estimates of GDP growth ... that means growth is less scarce,\" he told me. \"[Then the] value sector has at least the possibility to play catch up.\"</p><p><blockquote>“如果你相信整个重新开放和对GDP增长的估计……这意味着增长不那么稀缺，”他告诉我。“[那么]价值板块至少有可能迎头赶上。”</blockquote></p><p>See here: The KBW Bank Index, which tracks top US lenders, is up more than 20% this year. The Nasdaq, meanwhile, has almost wiped out all of its 2021 gains.</p><p><blockquote>请参阅此处：追踪美国顶级银行的KBW银行指数今年上涨了20%以上。与此同时，纳斯达克几乎抹去了2021年的所有涨幅。</blockquote></p><p>Many strategists think the declines are healthy, and that share prices of many tech companies shot up too much, too fast.</p><p><blockquote>许多策略师认为下跌是健康的，许多科技公司的股价上涨太多、太快。</blockquote></p><p>Continued selling may hinge on what we hear from central bankers in the coming days. The European Central Bank, which meets later this week, has stated clearly that it will take some action if it believes the rapid increase in bond yields will lead to tighter financial conditions. Fed Chair Jerome Powell has been less explicit.</p><p><blockquote>持续抛售可能取决于未来几天我们从央行行长那里听到的消息。本周晚些时候召开会议的欧洲央行已经明确表示，如果认为债券收益率快速上升将导致金融状况收紧，将采取一些行动。美联储主席杰罗姆·鲍威尔没有那么明确。</blockquote></p><p>Blokland thinks that if the yield on the 10-year US Treasury note marches significantly higher this week, Powell may have no choice but to strongly assert that the Fed will act as necessary to ensure the economic recovery isn't affected by market turmoil.</p><p><blockquote>布洛克兰认为，如果本周10年期美国国债收益率大幅走高，鲍威尔可能别无选择，只能强烈断言美联储将采取必要行动，确保经济复苏不受市场动荡的影响。</blockquote></p><p>\"If we have another week like last week, [he has] to do something,\" Blokland said.</p><p><blockquote>“如果我们再有像上周那样的一周，[他]就必须做点什么，”布洛克兰说。</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>Top tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</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\">\nTop tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-03-08 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>London (CNN Business)&nbsp;-&nbsp;</b>Apple&nbsp;(AAPL)&nbsp;shares are down more than 15% from their January high. Amazon's stock is off 11% from a recent peak in early February. And chipmaker&nbsp;Nvidia&nbsp;(NVDA)&nbsp;has seen its shares plunge nearly 19% since the middle of last month.</p><p><blockquote><b>伦敦（CNN商业）——</b>苹果(AAPL)股价较1月份高点下跌超过15%。亚马逊股价较2月初的近期峰值下跌11%。芯片制造商英伟达(NVDA)的股价自上个月中旬以来已暴跌近19%。</blockquote></p><p>What's happening: Tech companies are getting hammered by the recent&nbsp;sell-off in markets. Many stocks in the sector have entered a correction, logging declines of at least 10% from their recent peaks.</p><p><blockquote>正在发生的事情：科技公司受到最近市场抛售的打击。该行业的许多股票已进入回调，较近期峰值下跌至少10%。</blockquote></p><p>The tech-heavy Nasdaq Composite may not be far behind. The index finished Friday more than 8% below the record high notched on Feb. 12. Futures point to another rough trading session on Monday.</p><p><blockquote>以科技股为主的纳斯达克综合指数可能也不甘落后。该指数周五收盘较2月12日创下的历史新高低8%以上。期货指向周一另一个艰难的交易时段。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc50317ec0fe580acd1407307915d8fa\" tg-width=\"1070\" tg-height=\"651\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Breaking it down: Investors have become increasingly worried that the reopening of many big economies later this year will lead to a spike in prices as people rush out to restaurants and book vacations. That could put pressure on central banks like the Federal Reserve to hike interest rates sooner than expected.</p><p><blockquote>分解一下：投资者越来越担心，随着人们涌向餐馆和预订假期，今年晚些时候许多大型经济体的重新开放将导致价格飙升。这可能会给美联储等央行带来压力，要求其比预期更早加息。</blockquote></p><p>Rock-bottom rates have been a boon for fast-growing tech companies. They've helped keep yields on government bonds extremely low, boosting interest in riskier investments like stocks that offer better returns.</p><p><blockquote>最低利率对快速增长的科技公司来说是一个福音。它们帮助将政府债券的收益率保持在极低的水平，提高了人们对风险较高的投资的兴趣，例如提供更好回报的股票。</blockquote></p><p>But now, bond yields are rising on&nbsp;inflation concerns. That could make assets like US Treasuries start to appear more enticing — triggering outflows from the tech names that have been so popular over the past 11 months.</p><p><blockquote>但现在，由于通胀担忧，债券收益率正在上升。这可能会让美国国债等资产开始显得更具吸引力，引发过去11个月如此受欢迎的科技股资金外流。</blockquote></p><p>Jeroen Blokland, a portfolio manager at Robeco, thinks that as estimates for economic growth continue to improve, so-called \"value\" stocks in sectors like banking — which benefit from a healthy economy — may begin to get a second look.</p><p><blockquote>荷宝(Robeco)投资组合经理耶鲁安·布洛克兰(Jeroen Blokland)认为，随着对经济增长的预期不断改善，受益于健康经济的银行业等行业的所谓“价值”股票可能会开始受到重新审视。</blockquote></p><p>\"If you believe in this whole reopening and estimates of GDP growth ... that means growth is less scarce,\" he told me. \"[Then the] value sector has at least the possibility to play catch up.\"</p><p><blockquote>“如果你相信整个重新开放和对GDP增长的估计……这意味着增长不那么稀缺，”他告诉我。“[那么]价值板块至少有可能迎头赶上。”</blockquote></p><p>See here: The KBW Bank Index, which tracks top US lenders, is up more than 20% this year. The Nasdaq, meanwhile, has almost wiped out all of its 2021 gains.</p><p><blockquote>请参阅此处：追踪美国顶级银行的KBW银行指数今年上涨了20%以上。与此同时，纳斯达克几乎抹去了2021年的所有涨幅。</blockquote></p><p>Many strategists think the declines are healthy, and that share prices of many tech companies shot up too much, too fast.</p><p><blockquote>许多策略师认为下跌是健康的，许多科技公司的股价上涨太多、太快。</blockquote></p><p>Continued selling may hinge on what we hear from central bankers in the coming days. The European Central Bank, which meets later this week, has stated clearly that it will take some action if it believes the rapid increase in bond yields will lead to tighter financial conditions. Fed Chair Jerome Powell has been less explicit.</p><p><blockquote>持续抛售可能取决于未来几天我们从央行行长那里听到的消息。本周晚些时候召开会议的欧洲央行已经明确表示，如果认为债券收益率快速上升将导致金融状况收紧，将采取一些行动。美联储主席杰罗姆·鲍威尔没有那么明确。</blockquote></p><p>Blokland thinks that if the yield on the 10-year US Treasury note marches significantly higher this week, Powell may have no choice but to strongly assert that the Fed will act as necessary to ensure the economic recovery isn't affected by market turmoil.</p><p><blockquote>布洛克兰认为，如果本周10年期美国国债收益率大幅走高，鲍威尔可能别无选择，只能强烈断言美联储将采取必要行动，确保经济复苏不受市场动荡的影响。</blockquote></p><p>\"If we have another week like last week, [he has] to do something,\" Blokland said.</p><p><blockquote>“如果我们再有像上周那样的一周，[他]就必须做点什么，”布洛克兰说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/03/08/investing/premarket-stocks-trading/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","MSFT":"微软","GOOGL":"谷歌A","AMZN":"亚马逊",".IXIC":"NASDAQ Composite","FB":"ProShares S&P 500 Dynamic Buffer ETF","NFLX":"奈飞","NVDA":"英伟达"},"source_url":"https://edition.cnn.com/2021/03/08/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177211195","content_text":"London (CNN Business) - Apple (AAPL) shares are down more than 15% from their January high. Amazon's stock is off 11% from a recent peak in early February. And chipmaker Nvidia (NVDA) has seen its shares plunge nearly 19% since the middle of last month.What's happening: Tech companies are getting hammered by the recent sell-off in markets. Many stocks in the sector have entered a correction, logging declines of at least 10% from their recent peaks.The tech-heavy Nasdaq Composite may not be far behind. The index finished Friday more than 8% below the record high notched on Feb. 12. Futures point to another rough trading session on Monday.Breaking it down: Investors have become increasingly worried that the reopening of many big economies later this year will lead to a spike in prices as people rush out to restaurants and book vacations. That could put pressure on central banks like the Federal Reserve to hike interest rates sooner than expected.Rock-bottom rates have been a boon for fast-growing tech companies. They've helped keep yields on government bonds extremely low, boosting interest in riskier investments like stocks that offer better returns.But now, bond yields are rising on inflation concerns. That could make assets like US Treasuries start to appear more enticing — triggering outflows from the tech names that have been so popular over the past 11 months.Jeroen Blokland, a portfolio manager at Robeco, thinks that as estimates for economic growth continue to improve, so-called \"value\" stocks in sectors like banking — which benefit from a healthy economy — may begin to get a second look.\"If you believe in this whole reopening and estimates of GDP growth ... that means growth is less scarce,\" he told me. \"[Then the] value sector has at least the possibility to play catch up.\"See here: The KBW Bank Index, which tracks top US lenders, is up more than 20% this year. The Nasdaq, meanwhile, has almost wiped out all of its 2021 gains.Many strategists think the declines are healthy, and that share prices of many tech companies shot up too much, too fast.Continued selling may hinge on what we hear from central bankers in the coming days. The European Central Bank, which meets later this week, has stated clearly that it will take some action if it believes the rapid increase in bond yields will lead to tighter financial conditions. Fed Chair Jerome Powell has been less explicit.Blokland thinks that if the yield on the 10-year US Treasury note marches significantly higher this week, Powell may have no choice but to strongly assert that the Fed will act as necessary to ensure the economic recovery isn't affected by market turmoil.\"If we have another week like last week, [he has] to do something,\" Blokland said.","news_type":1,"symbols_score_info":{"NVDA":0.9,"FB":0.9,"GOOG":0.9,"AMZN":0.9,"GOOGL":0.9,"MSFT":0.9,"NFLX":0.9,".IXIC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320215215,"gmtCreate":1615114486837,"gmtModify":1703484813298,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"bitcoins 🚀","listText":"bitcoins 🚀","text":"bitcoins 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320215215","repostId":"1182430321","repostType":4,"isVote":1,"tweetType":1,"viewCount":2424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320041206,"gmtCreate":1614993921905,"gmtModify":1703484025262,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"nio pls 🚀🚀","listText":"nio pls 🚀🚀","text":"nio pls 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320041206","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://www.laohu8.com/m/news/1196034072?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</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\">\nIs The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-05 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363251234,"gmtCreate":1614145241128,"gmtModify":1634550991084,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"pls 🚀🚀","listText":"pls 🚀🚀","text":"pls 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363251234","repostId":"1111682954","repostType":4,"repost":{"id":"1111682954","kind":"news","pubTimestamp":1614143481,"share":"https://www.laohu8.com/m/news/1111682954?lang=zh_CN&edition=full","pubTime":"2021-02-24 13:11","market":"us","language":"en","title":"The S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111682954","media":"Barrons","summary":"Earnings have been too good to ignore recently, and if the right developments for the economy unfold","content":"<p>Earnings have been too good to ignore recently, and if the right developments for the economy unfold, they are likely to grow substantially from current levels.</p><p><blockquote>最近的盈利太好了，不容忽视，如果经济出现正确的发展，它们可能会比目前的水平大幅增长。</blockquote></p><p> Credit Suisseraised its 2021 price target for the&nbsp;S&amp;P 500to $4,300 from $4,200 on Tuesday. That means the strategists see the index gaining more than 11% by the end of the year from the current level. That isn’t even an aggressive prediction relative to the prevailing view on Wall Street. The average call among firms tracked by FactSet is for the index to hit $4,400.</p><p><blockquote>瑞士信贷周二将标普500指数2021年目标价从4,200美元上调至4,300美元。这意味着策略师预计该指数到今年年底将较当前水平上涨11%以上。相对于华尔街的普遍观点，这甚至不是一个激进的预测。FactSet追踪的公司的平均看涨期权预计将达到4,400美元。</blockquote></p><p> But the bullishness has true merit. “With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that 2021 GDP is expected to run hotter than at any time in the past 35 years,” wrote Jonathan Golub, Credit Suisse’s chief U.S. equity strategist, in a note.</p><p><blockquote>但看涨有真正的价值。瑞士信贷首席美国股票策略师乔纳森·戈卢布(Jonathan Golub)写道：“随着经济重新开放、刺激措施充足以及美联储政策超级宽松，预计2021年GDP将比过去35年来的任何时候都更热也就不足为奇了。”，在笔记中。</blockquote></p><p> He argued that because aggregate fourth-quarter earnings per share for companies in the S&amp;P 500 has exceeded analysts’ forecasts by 17%, with the vast majority of firms having reported their results, earnings estimates must rise.</p><p><blockquote>他认为，由于标普500公司第四季度每股收益总额超出分析师预期17%，而且绝大多数公司已经公布了业绩，因此盈利预期必须上调。</blockquote></p><p> Higher expectations for earnings generally lead to higher prices for stocks. Golub lifted his aggregate, macro-based estimates for S&amp;P 500 EPS to $185 from $175 in 2021, and to $210 from $200 in 2022.</p><p><blockquote>对盈利的较高预期通常会导致股票价格上涨。Golub将标普500每股收益的总体宏观预期从2021年的175美元上调至185美元，从2022年的200美元上调至210美元。</blockquote></p><p> At first,investors didn’t seem to care that companies were putting expectations for fourth-quarter earnings to shame. The results didn’t matter, the reasoning went, because if Covid-19 vaccines couldn’t roll out on schedule or couldn’t adequately immunize against new strains, local economies wouldn’t be able to reopen and earnings would collapse.</p><p><blockquote>起初，投资者似乎并不关心公司对第四季度盈利的预期相形见绌。理由是，结果并不重要，因为如果Covid-19疫苗不能如期推出或不能充分免疫新毒株，当地经济将无法重新开放，收入将崩溃。</blockquote></p><p> But now,vaccines are finding millions of arms a day&nbsp;and&nbsp;trillions of dollars of added fiscal stimulus that would support demandare expected. Earnings estimates for the current quarterwere lower than the expected result for the fourth quarterjust a few weeks ago, so it is no surprise to see Wall Street increase them as restrictions related to Covid-19 are lifted. Strategists, on average, currently see EPS for the S&amp;P 500 coming in at $198 for 2022.</p><p><blockquote>但现在，疫苗每天都有数百万只手臂，预计还会有数万亿美元的额外财政刺激来支持需求。就在几周前，本季度的盈利预期还低于第四季度的预期结果，因此随着与Covid-19相关的限制解除，华尔街上调盈利预期也就不足为奇了。策略师目前平均预计标普500 2022年每股收益为198美元。</blockquote></p><p> The next question is at what multiple of per-share earnings the average stock on the S&amp;P 500 is likely to trade. Golub sees the index at trading just above 20 times aggregate earnings for 2022 by the end of this year. That is down from roughly 22 times earnings expectations for the next 12 months currently.</p><p><blockquote>下一个问题是标普500上平均股票的每股收益可能是多少倍。Golub预计，到今年年底，该指数的市盈率将略高于2022年总市盈率的20倍。这低于目前未来12个月盈利预期的约22倍。</blockquote></p><p> Lower valuations are widely expected because yields on safe, U.S. Treasury debt are rising.Higher yieldsmake the risk of being in stocks incrementally less attractive, reducing the amount investors are willing to pay per dollar of future earnings.</p><p><blockquote>人们普遍预计估值会下降，因为安全的美国国债收益率正在上升。较高的收益率使得持有股票的风险逐渐变得不那么有吸引力，从而减少了投资者愿意为未来每美元收益支付的金额。</blockquote></p><p> But the rising rates also reflect improving expectations for the economy and inflation, which is consistent with better earnings that could power stock prices higher.</p><p><blockquote>但利率上升也反映了对经济和通胀预期的改善，这与可能推高股价的盈利改善是一致的。</blockquote></p><p> None of this means there aren’t risks. Any major setback to vaccinations would be detrimental to earnings and a decision from the Federal Reserve to raise interest rates too high, too soon, would be a risk to the economy and to stock valuations.</p><p><blockquote>这些都不意味着没有风险。疫苗接种的任何重大挫折都将不利于盈利，美联储加息过高、过快的决定将给经济和股票估值带来风险。</blockquote></p><p> Still, risks are subsiding. The potential for gains may build asstocks come under pressure in the current selloff.</p><p><blockquote>尽管如此，风险正在消退。由于股市在当前的抛售中面临压力，上涨的潜力可能会增加。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</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\">\nThe S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-24 13:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings have been too good to ignore recently, and if the right developments for the economy unfold, they are likely to grow substantially from current levels.</p><p><blockquote>最近的盈利太好了，不容忽视，如果经济出现正确的发展，它们可能会比目前的水平大幅增长。</blockquote></p><p> Credit Suisseraised its 2021 price target for the&nbsp;S&amp;P 500to $4,300 from $4,200 on Tuesday. That means the strategists see the index gaining more than 11% by the end of the year from the current level. That isn’t even an aggressive prediction relative to the prevailing view on Wall Street. The average call among firms tracked by FactSet is for the index to hit $4,400.</p><p><blockquote>瑞士信贷周二将标普500指数2021年目标价从4,200美元上调至4,300美元。这意味着策略师预计该指数到今年年底将较当前水平上涨11%以上。相对于华尔街的普遍观点，这甚至不是一个激进的预测。FactSet追踪的公司的平均看涨期权预计将达到4,400美元。</blockquote></p><p> But the bullishness has true merit. “With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that 2021 GDP is expected to run hotter than at any time in the past 35 years,” wrote Jonathan Golub, Credit Suisse’s chief U.S. equity strategist, in a note.</p><p><blockquote>但看涨有真正的价值。瑞士信贷首席美国股票策略师乔纳森·戈卢布(Jonathan Golub)写道：“随着经济重新开放、刺激措施充足以及美联储政策超级宽松，预计2021年GDP将比过去35年来的任何时候都更热也就不足为奇了。”，在笔记中。</blockquote></p><p> He argued that because aggregate fourth-quarter earnings per share for companies in the S&amp;P 500 has exceeded analysts’ forecasts by 17%, with the vast majority of firms having reported their results, earnings estimates must rise.</p><p><blockquote>他认为，由于标普500公司第四季度每股收益总额超出分析师预期17%，而且绝大多数公司已经公布了业绩，因此盈利预期必须上调。</blockquote></p><p> Higher expectations for earnings generally lead to higher prices for stocks. Golub lifted his aggregate, macro-based estimates for S&amp;P 500 EPS to $185 from $175 in 2021, and to $210 from $200 in 2022.</p><p><blockquote>对盈利的较高预期通常会导致股票价格上涨。Golub将标普500每股收益的总体宏观预期从2021年的175美元上调至185美元，从2022年的200美元上调至210美元。</blockquote></p><p> At first,investors didn’t seem to care that companies were putting expectations for fourth-quarter earnings to shame. The results didn’t matter, the reasoning went, because if Covid-19 vaccines couldn’t roll out on schedule or couldn’t adequately immunize against new strains, local economies wouldn’t be able to reopen and earnings would collapse.</p><p><blockquote>起初，投资者似乎并不关心公司对第四季度盈利的预期相形见绌。理由是，结果并不重要，因为如果Covid-19疫苗不能如期推出或不能充分免疫新毒株，当地经济将无法重新开放，收入将崩溃。</blockquote></p><p> But now,vaccines are finding millions of arms a day&nbsp;and&nbsp;trillions of dollars of added fiscal stimulus that would support demandare expected. Earnings estimates for the current quarterwere lower than the expected result for the fourth quarterjust a few weeks ago, so it is no surprise to see Wall Street increase them as restrictions related to Covid-19 are lifted. Strategists, on average, currently see EPS for the S&amp;P 500 coming in at $198 for 2022.</p><p><blockquote>但现在，疫苗每天都有数百万只手臂，预计还会有数万亿美元的额外财政刺激来支持需求。就在几周前，本季度的盈利预期还低于第四季度的预期结果，因此随着与Covid-19相关的限制解除，华尔街上调盈利预期也就不足为奇了。策略师目前平均预计标普500 2022年每股收益为198美元。</blockquote></p><p> The next question is at what multiple of per-share earnings the average stock on the S&amp;P 500 is likely to trade. Golub sees the index at trading just above 20 times aggregate earnings for 2022 by the end of this year. That is down from roughly 22 times earnings expectations for the next 12 months currently.</p><p><blockquote>下一个问题是标普500上平均股票的每股收益可能是多少倍。Golub预计，到今年年底，该指数的市盈率将略高于2022年总市盈率的20倍。这低于目前未来12个月盈利预期的约22倍。</blockquote></p><p> Lower valuations are widely expected because yields on safe, U.S. Treasury debt are rising.Higher yieldsmake the risk of being in stocks incrementally less attractive, reducing the amount investors are willing to pay per dollar of future earnings.</p><p><blockquote>人们普遍预计估值会下降，因为安全的美国国债收益率正在上升。较高的收益率使得持有股票的风险逐渐变得不那么有吸引力，从而减少了投资者愿意为未来每美元收益支付的金额。</blockquote></p><p> But the rising rates also reflect improving expectations for the economy and inflation, which is consistent with better earnings that could power stock prices higher.</p><p><blockquote>但利率上升也反映了对经济和通胀预期的改善，这与可能推高股价的盈利改善是一致的。</blockquote></p><p> None of this means there aren’t risks. Any major setback to vaccinations would be detrimental to earnings and a decision from the Federal Reserve to raise interest rates too high, too soon, would be a risk to the economy and to stock valuations.</p><p><blockquote>这些都不意味着没有风险。疫苗接种的任何重大挫折都将不利于盈利，美联储加息过高、过快的决定将给经济和股票估值带来风险。</blockquote></p><p> Still, risks are subsiding. The potential for gains may build asstocks come under pressure in the current selloff.</p><p><blockquote>尽管如此，风险正在消退。由于股市在当前的抛售中面临压力，上涨的潜力可能会增加。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/s-p-500-can-keep-rising-credit-suisse-says-thank-earnings-51614109642?mod=hp_LEAD_1_B_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/s-p-500-can-keep-rising-credit-suisse-says-thank-earnings-51614109642?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111682954","content_text":"Earnings have been too good to ignore recently, and if the right developments for the economy unfold, they are likely to grow substantially from current levels.\nCredit Suisseraised its 2021 price target for the S&P 500to $4,300 from $4,200 on Tuesday. That means the strategists see the index gaining more than 11% by the end of the year from the current level. That isn’t even an aggressive prediction relative to the prevailing view on Wall Street. The average call among firms tracked by FactSet is for the index to hit $4,400.\nBut the bullishness has true merit. “With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that 2021 GDP is expected to run hotter than at any time in the past 35 years,” wrote Jonathan Golub, Credit Suisse’s chief U.S. equity strategist, in a note.\nHe argued that because aggregate fourth-quarter earnings per share for companies in the S&P 500 has exceeded analysts’ forecasts by 17%, with the vast majority of firms having reported their results, earnings estimates must rise.\nHigher expectations for earnings generally lead to higher prices for stocks. Golub lifted his aggregate, macro-based estimates for S&P 500 EPS to $185 from $175 in 2021, and to $210 from $200 in 2022.\nAt first,investors didn’t seem to care that companies were putting expectations for fourth-quarter earnings to shame. The results didn’t matter, the reasoning went, because if Covid-19 vaccines couldn’t roll out on schedule or couldn’t adequately immunize against new strains, local economies wouldn’t be able to reopen and earnings would collapse.\nBut now,vaccines are finding millions of arms a day and trillions of dollars of added fiscal stimulus that would support demandare expected. Earnings estimates for the current quarterwere lower than the expected result for the fourth quarterjust a few weeks ago, so it is no surprise to see Wall Street increase them as restrictions related to Covid-19 are lifted. Strategists, on average, currently see EPS for the S&P 500 coming in at $198 for 2022.\nThe next question is at what multiple of per-share earnings the average stock on the S&P 500 is likely to trade. Golub sees the index at trading just above 20 times aggregate earnings for 2022 by the end of this year. That is down from roughly 22 times earnings expectations for the next 12 months currently.\nLower valuations are widely expected because yields on safe, U.S. Treasury debt are rising.Higher yieldsmake the risk of being in stocks incrementally less attractive, reducing the amount investors are willing to pay per dollar of future earnings.\nBut the rising rates also reflect improving expectations for the economy and inflation, which is consistent with better earnings that could power stock prices higher.\nNone of this means there aren’t risks. Any major setback to vaccinations would be detrimental to earnings and a decision from the Federal Reserve to raise interest rates too high, too soon, would be a risk to the economy and to stock valuations.\nStill, risks are subsiding. The potential for gains may build asstocks come under pressure in the current selloff.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360420082,"gmtCreate":1613967354146,"gmtModify":1634551725706,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"hmm","listText":"hmm","text":"hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360420082","repostId":"1174514335","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360806964,"gmtCreate":1613879135758,"gmtModify":1634551986945,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"apple pls 🚀","listText":"apple pls 🚀","text":"apple pls 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360806964","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360942093,"gmtCreate":1613818645912,"gmtModify":1634552109501,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"nio🚀🚀🚀🚀🚀🚀🚀🚀","listText":"nio🚀🚀🚀🚀🚀🚀🚀🚀","text":"nio🚀🚀🚀🚀🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360942093","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384804598,"gmtCreate":1613634930214,"gmtModify":1634552856227,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"space 🚀🚀","listText":"space 🚀🚀","text":"space 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384804598","repostId":"1185319622","repostType":4,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385826491,"gmtCreate":1613533274613,"gmtModify":1634553265990,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"oh no","listText":"oh no","text":"oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385826491","repostId":"1168749416","repostType":4,"repost":{"id":"1168749416","kind":"news","pubTimestamp":1613468978,"share":"https://www.laohu8.com/m/news/1168749416?lang=zh_CN&edition=full","pubTime":"2021-02-16 17:49","market":"us","language":"en","title":"The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168749416","media":"MarketWatch","summary":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.We love Tesla — we’re huge fans of the way the company has made electric cars cool.The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle  on the market today, and is well on its way to becoming a massive success.And Tesla’s rapid escalation in battery production has forced down prices of lithi","content":"<p>As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.</p><p><blockquote>随着竞争对手开始认真销售电动汽车，市场将会增长并凸显特斯拉的创新实力，并在此过程中保护地球。</blockquote></p><p> We love Tesla — we’re huge fans of the way the company has made electric cars cool.</p><p><blockquote>我们热爱特斯拉——我们是该公司让电动汽车变得酷的方式的忠实粉丝。</blockquote></p><p> The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.</p><p><blockquote>这家总部位于加利福尼亚州帕洛阿尔托的公司的Model 3可能是当今市场上最令人垂涎的低成本电动汽车(EV)，并且正在取得巨大成功。</blockquote></p><p> And Tesla’s&nbsp;rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has&nbsp;lost market share in the world’s largest EV market, the European Union.</p><p><blockquote>特斯拉电池产量的快速增长迫使锂离子电池价格下降。然而，我们对Schmidt Automotive Research的消息感到高兴，特斯拉在全球最大的电动汽车市场欧盟失去了市场份额。</blockquote></p><p> We’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.</p><p><blockquote>我们很高兴，因为这清楚地表明了全球对电动汽车的兴趣。在欧盟，特斯拉市场份额的损失部分是由于大型现有汽车制造商越来越热衷于通过定价和设计多样性使自己的电动汽车更具吸引力。</blockquote></p><p> <b>Good for the planet</b></p><p><blockquote><b>对地球有益</b></blockquote></p><p> A broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense.&nbsp;In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.</p><p><blockquote>这些省油、无污染的汽车拥有更广阔、更深入的市场对地球有好处，并将进一步降低价格。电动汽车的进一步改进之路也完全有意义。事实上，内燃机（ICE）是今天的马车：众所周知，可靠，拥有良好的基础设施，但最终无法竞争。</blockquote></p><p> At the rate at which battery prices (and, by extension, EV prices)&nbsp;are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors&nbsp;has already taken the plunge and&nbsp;will phase out combustion engines by 2035.</p><p><blockquote>按照电池价格（以及电动汽车价格）下降和采用率增加的速度，所有汽车制造商都将开始公开逐步淘汰内燃机。通用汽车已经采取了行动，将在2035年之前逐步淘汰内燃机。</blockquote></p><p> We won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.</p><p><blockquote>如果通用汽车在大约三年后修改这一时间表并宣布到2028年将实现全电动化，并且所有其他汽车制造商都效仿，我们不会感到惊讶。</blockquote></p><p> The history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.&nbsp; They cost many thousands of dollars.&nbsp;Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and&nbsp;are available on Alibaba.</p><p><blockquote>技术的历史预示着电动汽车的未来。加速度计是一种测量物体加速或减速速度的系统，它举例说明了这一过程。在20世纪50年代，早期的加速度计使弹道导弹能够保持其轨迹。它们的成本高达数千美元。如今，比导弹锥体中的加速度计芯片更灵敏，成本仅为几美元或更低，并且可以在阿里巴巴-SW上买到。</blockquote></p><p> This occurred because when Apple’s&nbsp;iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s&nbsp;Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.</p><p><blockquote>这是因为当苹果的iPhone让智能手机普及时，大量技术变得无处不在。Alphabet的Android操作系统和基于Linux的片上系统帮助提高了规模经济，所有智能手机组件的价格都大幅下降，对许多技术产生了广泛的连锁反应。</blockquote></p><p> More importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.</p><p><blockquote>更重要的是，智能手机技术带来了全新的类别。无人机基本上就是主动的手机。它们使用许多相同的计算技术，价格也在类似地下降。</blockquote></p><p> And EVs are essentially mobile phones on wheels.&nbsp;They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.</p><p><blockquote>而EV本质上是轮子上的手机，它们有更多的运动部件，需要额外的功能，比如激光、测距仪和安全气囊；尽管如此，它们更像手机或无人机，而不是内燃机汽车。</blockquote></p><p> Tesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense.&nbsp;An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.</p><p><blockquote>特斯拉将电动汽车视为软件产品和可升级设备：更像iPhone而不是传统汽车。这是有道理的。电动汽车只不过是一个软件控制的发动机，电池装在盒子里，而电池很快就会成为商品。</blockquote></p><p> <b>Battery-powered everything</b></p><p><blockquote><b>电池供电的一切</b></blockquote></p><p> Eventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans.&nbsp;All are flavors of battery-powered locomotion.&nbsp;And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.&nbsp; Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.</p><p><blockquote>最终，各种形状和尺寸的车身都将被3D打印出来。电动汽车进入者已经开始涉足电动汽车市场的所有领域，从微型送货机器人和货运无人机到电动自行车和定制货车。所有这些都是电池驱动的运动。最便宜的将被广泛负担得起，这将使服务民主化，因为印度20美元的Jio智能手机已经实现了在线访问的民主化。时速20英里的电动自行车价格已经不到500美元，它们适合城市地区的许多基本通勤任务。</blockquote></p><p> So Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.&nbsp; Like Apple’s, Tesla’s brand is powerful.&nbsp;Unlike Apple, Tesla faces some pretty cool competition, even now.&nbsp;Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.</p><p><blockquote>因此，电动汽车的领导者特斯拉没有什么可担心的：通过提高知名度和鼓励创新，它为自己创造了更大的潜在市场。与苹果一样，特斯拉的品牌也很强大。与苹果不同，特斯拉面临着一些相当酷的竞争，即使是现在。保时捷刚刚宣布了其Macan的电动版本，定价与特斯拉Model S轿车相似。</blockquote></p><p> Tesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.</p><p><blockquote>特斯拉首席执行官Elon Musk清楚地认识到并接受了做大蛋糕的战略。电动汽车市场远大于汽车市场：这正是他开源特斯拉专利并让竞争对手更容易扩大规模、制造更好的汽车并扩大市场的原因。</blockquote></p><p> Tesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones.&nbsp;Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.</p><p><blockquote>就销量而言，特斯拉在全球汽车市场上可能仍是一个小角色，但仍将保持领先地位，就像苹果在手机领域所做的那样。史蒂夫·乔布斯将苹果牢牢定位在高端市场，并一直保持在那里，攫取了智能手机利润的最大份额。</blockquote></p><p></p><p> So the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share.&nbsp;The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.</p><p><blockquote>因此，对特斯拉和地球的未来来说，最好的事情就是缓慢而稳定地失去市场份额。电动汽车的时代已经到来，这意味着特斯拉是时候面对更加激烈的竞争了。</blockquote></p><p></p>","source":"market_watch","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>The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</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\">\nThe best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-16 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.</p><p><blockquote>随着竞争对手开始认真销售电动汽车，市场将会增长并凸显特斯拉的创新实力，并在此过程中保护地球。</blockquote></p><p> We love Tesla — we’re huge fans of the way the company has made electric cars cool.</p><p><blockquote>我们热爱特斯拉——我们是该公司让电动汽车变得酷的方式的忠实粉丝。</blockquote></p><p> The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.</p><p><blockquote>这家总部位于加利福尼亚州帕洛阿尔托的公司的Model 3可能是当今市场上最令人垂涎的低成本电动汽车(EV)，并且正在取得巨大成功。</blockquote></p><p> And Tesla’s&nbsp;rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has&nbsp;lost market share in the world’s largest EV market, the European Union.</p><p><blockquote>特斯拉电池产量的快速增长迫使锂离子电池价格下降。然而，我们对Schmidt Automotive Research的消息感到高兴，特斯拉在全球最大的电动汽车市场欧盟失去了市场份额。</blockquote></p><p> We’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.</p><p><blockquote>我们很高兴，因为这清楚地表明了全球对电动汽车的兴趣。在欧盟，特斯拉市场份额的损失部分是由于大型现有汽车制造商越来越热衷于通过定价和设计多样性使自己的电动汽车更具吸引力。</blockquote></p><p> <b>Good for the planet</b></p><p><blockquote><b>对地球有益</b></blockquote></p><p> A broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense.&nbsp;In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.</p><p><blockquote>这些省油、无污染的汽车拥有更广阔、更深入的市场对地球有好处，并将进一步降低价格。电动汽车的进一步改进之路也完全有意义。事实上，内燃机（ICE）是今天的马车：众所周知，可靠，拥有良好的基础设施，但最终无法竞争。</blockquote></p><p> At the rate at which battery prices (and, by extension, EV prices)&nbsp;are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors&nbsp;has already taken the plunge and&nbsp;will phase out combustion engines by 2035.</p><p><blockquote>按照电池价格（以及电动汽车价格）下降和采用率增加的速度，所有汽车制造商都将开始公开逐步淘汰内燃机。通用汽车已经采取了行动，将在2035年之前逐步淘汰内燃机。</blockquote></p><p> We won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.</p><p><blockquote>如果通用汽车在大约三年后修改这一时间表并宣布到2028年将实现全电动化，并且所有其他汽车制造商都效仿，我们不会感到惊讶。</blockquote></p><p> The history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.&nbsp; They cost many thousands of dollars.&nbsp;Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and&nbsp;are available on Alibaba.</p><p><blockquote>技术的历史预示着电动汽车的未来。加速度计是一种测量物体加速或减速速度的系统，它举例说明了这一过程。在20世纪50年代，早期的加速度计使弹道导弹能够保持其轨迹。它们的成本高达数千美元。如今，比导弹锥体中的加速度计芯片更灵敏，成本仅为几美元或更低，并且可以在阿里巴巴-SW上买到。</blockquote></p><p> This occurred because when Apple’s&nbsp;iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s&nbsp;Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.</p><p><blockquote>这是因为当苹果的iPhone让智能手机普及时，大量技术变得无处不在。Alphabet的Android操作系统和基于Linux的片上系统帮助提高了规模经济，所有智能手机组件的价格都大幅下降，对许多技术产生了广泛的连锁反应。</blockquote></p><p> More importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.</p><p><blockquote>更重要的是，智能手机技术带来了全新的类别。无人机基本上就是主动的手机。它们使用许多相同的计算技术，价格也在类似地下降。</blockquote></p><p> And EVs are essentially mobile phones on wheels.&nbsp;They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.</p><p><blockquote>而EV本质上是轮子上的手机，它们有更多的运动部件，需要额外的功能，比如激光、测距仪和安全气囊；尽管如此，它们更像手机或无人机，而不是内燃机汽车。</blockquote></p><p> Tesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense.&nbsp;An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.</p><p><blockquote>特斯拉将电动汽车视为软件产品和可升级设备：更像iPhone而不是传统汽车。这是有道理的。电动汽车只不过是一个软件控制的发动机，电池装在盒子里，而电池很快就会成为商品。</blockquote></p><p> <b>Battery-powered everything</b></p><p><blockquote><b>电池供电的一切</b></blockquote></p><p> Eventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans.&nbsp;All are flavors of battery-powered locomotion.&nbsp;And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.&nbsp; Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.</p><p><blockquote>最终，各种形状和尺寸的车身都将被3D打印出来。电动汽车进入者已经开始涉足电动汽车市场的所有领域，从微型送货机器人和货运无人机到电动自行车和定制货车。所有这些都是电池驱动的运动。最便宜的将被广泛负担得起，这将使服务民主化，因为印度20美元的Jio智能手机已经实现了在线访问的民主化。时速20英里的电动自行车价格已经不到500美元，它们适合城市地区的许多基本通勤任务。</blockquote></p><p> So Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.&nbsp; Like Apple’s, Tesla’s brand is powerful.&nbsp;Unlike Apple, Tesla faces some pretty cool competition, even now.&nbsp;Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.</p><p><blockquote>因此，电动汽车的领导者特斯拉没有什么可担心的：通过提高知名度和鼓励创新，它为自己创造了更大的潜在市场。与苹果一样，特斯拉的品牌也很强大。与苹果不同，特斯拉面临着一些相当酷的竞争，即使是现在。保时捷刚刚宣布了其Macan的电动版本，定价与特斯拉Model S轿车相似。</blockquote></p><p> Tesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.</p><p><blockquote>特斯拉首席执行官Elon Musk清楚地认识到并接受了做大蛋糕的战略。电动汽车市场远大于汽车市场：这正是他开源特斯拉专利并让竞争对手更容易扩大规模、制造更好的汽车并扩大市场的原因。</blockquote></p><p> Tesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones.&nbsp;Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.</p><p><blockquote>就销量而言，特斯拉在全球汽车市场上可能仍是一个小角色，但仍将保持领先地位，就像苹果在手机领域所做的那样。史蒂夫·乔布斯将苹果牢牢定位在高端市场，并一直保持在那里，攫取了智能手机利润的最大份额。</blockquote></p><p></p><p> So the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share.&nbsp;The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.</p><p><blockquote>因此，对特斯拉和地球的未来来说，最好的事情就是缓慢而稳定地失去市场份额。电动汽车的时代已经到来，这意味着特斯拉是时候面对更加激烈的竞争了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-best-thing-for-tesla-is-a-slow-and-steady-loss-of-market-share-11613062433?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/the-best-thing-for-tesla-is-a-slow-and-steady-loss-of-market-share-11613062433?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168749416","content_text":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.\nWe love Tesla — we’re huge fans of the way the company has made electric cars cool.\nThe Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.\nAnd Tesla’s rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has lost market share in the world’s largest EV market, the European Union.\nWe’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.\nGood for the planet\nA broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense. In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.\nAt the rate at which battery prices (and, by extension, EV prices) are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors has already taken the plunge and will phase out combustion engines by 2035.\nWe won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.\nThe history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.  They cost many thousands of dollars. Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and are available on Alibaba.\nThis occurred because when Apple’s iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.\nMore importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.\nAnd EVs are essentially mobile phones on wheels. They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.\nTesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense. An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.\nBattery-powered everything\nEventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans. All are flavors of battery-powered locomotion. And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.  Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.\nSo Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.  Like Apple’s, Tesla’s brand is powerful. Unlike Apple, Tesla faces some pretty cool competition, even now. Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.\nTesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.\nTesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones. Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.\nSo the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share. The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382263688,"gmtCreate":1613453226344,"gmtModify":1634553616549,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"yes pls","listText":"yes pls","text":"yes pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382263688","repostId":"1146484369","repostType":4,"repost":{"id":"1146484369","kind":"news","pubTimestamp":1613452596,"share":"https://www.laohu8.com/m/news/1146484369?lang=zh_CN&edition=full","pubTime":"2021-02-16 13:16","market":"us","language":"en","title":"TSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484369","media":"Motley Fool","summary":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ","content":"<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p><p><blockquote>全球最大的合同芯片制造商可能正在生产苹果最先进的显示器。</blockquote></p><p> <b>Apple</b>&nbsp;(NASDAQ:AAPL)&nbsp;is partnering with&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in&nbsp;Taiwan, according to Nikkei Asia Review.</p><p><blockquote><b>苹果</b>（纳斯达克：AAPL）正在与<b>台积电</b>据《日经亚洲评论》报道，（纽约证券交易所股票代码：TSM）将在台湾的一个秘密工厂为其传闻已久的增强现实设备生产微型OLED显示器。</blockquote></p><p> That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p><p><blockquote>2月10日的公告令人惊讶，因为台积电主要在硅片上制造半导体，而不是在玻璃基板上制造显示面板。然而，苹果的micro OLED显示器将直接构建在芯片晶圆上，使其比常规OLED屏幕更小、更薄、更节能。</blockquote></p><p> These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p><p><blockquote>据报道，这些新屏幕的宽度不到一英寸，非常适合耳机和眼镜等AR设备，这些设备需要重量轻，一次充电可以持续很长时间。</blockquote></p><p> Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which&nbsp;supports rumors&nbsp;that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p><p><blockquote>日经新闻的消息人士称，这些屏幕仍在测试中，需要“几年时间”才能进入大规模生产——这支持了苹果将在未来几年内推出AR设备的传言。该工厂还在为即将推出的苹果手表、iPad和MacBook测试更大的微型LED屏幕。</blockquote></p><p> <b>How will this deal help Apple?</b></p><p><blockquote><b>这笔交易将如何帮助苹果？</b></blockquote></p><p> Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p><p><blockquote>苹果的近期目标很简单。它需要继续向其不断扩大的服务生态系统（包括App Store、苹果音乐、苹果TV+、苹果Arcade、苹果Pay和其他服务）销售更多iPhone（去年收入的一半以上）。</blockquote></p><p> Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p><p><blockquote>与此同时，它需要不断刷新其iPad、Mac、Watch和AirPods细分市场。但展望未来，苹果最终将需要推出一系列全新的硬件设备，而AR头显和眼镜可能会代表下一个重大飞跃。</blockquote></p><p> That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p><p><blockquote>这就是为什么苹果近年来加大了在AR市场的影响力。早在2017年，它就推出了ARKit，这是一个用于iOS上AR应用程序的软件开发工具包。它在iPhone上添加了3D传感摄像头，以鼓励开发者创建更多的AR应用程序，并为AR眼镜的几项设计申请了专利。</blockquote></p><p> It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p><p><blockquote>它还吞并了较小的AR和VR公司，包括Metaio、Flyby Media、SensoMotoric Instruments和Akonia Holographics，并组建了一个行业专家团队来开发新产品。然而，据报道，苹果已经取消了几个雄心勃勃的AR/VR项目，目前还不清楚这家科技巨头计划如何在这个不稳定的新兴市场中前进。</blockquote></p><p> The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like&nbsp;<b>Microsoft</b>&nbsp;and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p><p><blockquote>最新传言称，苹果可能会在2022年推出一款AR头显，并在2023年推出一副轻量级AR眼镜。这些发布日期表明苹果可以等待这样的先行者<b>微软</b>Magic Leap在推出颠覆性的用户友好型产品之前揭露市场的缺陷，就像它之前在MP3播放器、智能手机、平板电脑和智能手表上所做的那样。</blockquote></p><p> If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p><p><blockquote>如果苹果的AR眼镜获得主流势头，它将使该公司的硬件业务多元化，远离iPhone，同时将更多用户锁定在其围墙花园中。这也可能为传闻已久的与其AR服务相关的“苹果汽车”的最终推出铺平道路。</blockquote></p><p> <b>How will this deal help TSMC?</b></p><p><blockquote><b>这笔交易将如何帮助台积电？</b></blockquote></p><p> TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for&nbsp;just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p><p><blockquote>台积电是全球最大的代工芯片制造商，多年来一直生产苹果的第一方芯片。2020年，苹果占台积电收入的五分之一多一点，其大部分订单都来自5纳米和7纳米节点，这两个节点占其营收的41%。</blockquote></p><p> TSMC's top rival,<b>Samsung</b>, also&nbsp;manufactures chips for Apple. However, Samsung also produces LCD and&nbsp;OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p><p><blockquote>台积电的头号竞争对手，<b>三星</b>，还为苹果制造芯片。然而，三星也为苹果的设备生产LCD和OLED显示屏。因此，苹果决定与台积电合作生产micro OLED屏幕，标志着它有意远离三星，三星也可以通过其内部芯片代工厂生产micro-LED和OLED显示屏。</blockquote></p><p> It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p><p><blockquote>苹果与台积电合作更有意义，原因有二：三星仍是其在智能手机市场最大的竞争对手，将订单分给两家或更多供应商，使其在价格谈判中拥有更大的影响力。</blockquote></p><p> Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth&nbsp;beyond semiconductors.</p><p><blockquote>苹果显然从这种合作关系中受益，但它也可以帮助台积电减少对成熟的智能手机市场的依赖，该市场在2020年占其收入的48%。随着AR市场的扩大，其他公司也可以效仿苹果，利用台积电为其设备制造类似的先进屏幕——这将开辟半导体之外的新收入增长来源。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</p><p><blockquote>这笔交易不会很快对苹果或台积电产生影响。但从长远来看，这仍然可能是一笔双赢的交易——苹果将减少对三星的依赖并推进其AR计划，而台积电将加强与苹果的关系，并将其业务多元化，远离智能手机芯片。</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>TSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</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\">\nTSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</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\">2021-02-16 13:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p><p><blockquote>全球最大的合同芯片制造商可能正在生产苹果最先进的显示器。</blockquote></p><p> <b>Apple</b>&nbsp;(NASDAQ:AAPL)&nbsp;is partnering with&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in&nbsp;Taiwan, according to Nikkei Asia Review.</p><p><blockquote><b>苹果</b>（纳斯达克：AAPL）正在与<b>台积电</b>据《日经亚洲评论》报道，（纽约证券交易所股票代码：TSM）将在台湾的一个秘密工厂为其传闻已久的增强现实设备生产微型OLED显示器。</blockquote></p><p> That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p><p><blockquote>2月10日的公告令人惊讶，因为台积电主要在硅片上制造半导体，而不是在玻璃基板上制造显示面板。然而，苹果的micro OLED显示器将直接构建在芯片晶圆上，使其比常规OLED屏幕更小、更薄、更节能。</blockquote></p><p> These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p><p><blockquote>据报道，这些新屏幕的宽度不到一英寸，非常适合耳机和眼镜等AR设备，这些设备需要重量轻，一次充电可以持续很长时间。</blockquote></p><p> Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which&nbsp;supports rumors&nbsp;that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p><p><blockquote>日经新闻的消息人士称，这些屏幕仍在测试中，需要“几年时间”才能进入大规模生产——这支持了苹果将在未来几年内推出AR设备的传言。该工厂还在为即将推出的苹果手表、iPad和MacBook测试更大的微型LED屏幕。</blockquote></p><p> <b>How will this deal help Apple?</b></p><p><blockquote><b>这笔交易将如何帮助苹果？</b></blockquote></p><p> Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p><p><blockquote>苹果的近期目标很简单。它需要继续向其不断扩大的服务生态系统（包括App Store、苹果音乐、苹果TV+、苹果Arcade、苹果Pay和其他服务）销售更多iPhone（去年收入的一半以上）。</blockquote></p><p> Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p><p><blockquote>与此同时，它需要不断刷新其iPad、Mac、Watch和AirPods细分市场。但展望未来，苹果最终将需要推出一系列全新的硬件设备，而AR头显和眼镜可能会代表下一个重大飞跃。</blockquote></p><p> That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p><p><blockquote>这就是为什么苹果近年来加大了在AR市场的影响力。早在2017年，它就推出了ARKit，这是一个用于iOS上AR应用程序的软件开发工具包。它在iPhone上添加了3D传感摄像头，以鼓励开发者创建更多的AR应用程序，并为AR眼镜的几项设计申请了专利。</blockquote></p><p> It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p><p><blockquote>它还吞并了较小的AR和VR公司，包括Metaio、Flyby Media、SensoMotoric Instruments和Akonia Holographics，并组建了一个行业专家团队来开发新产品。然而，据报道，苹果已经取消了几个雄心勃勃的AR/VR项目，目前还不清楚这家科技巨头计划如何在这个不稳定的新兴市场中前进。</blockquote></p><p> The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like&nbsp;<b>Microsoft</b>&nbsp;and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p><p><blockquote>最新传言称，苹果可能会在2022年推出一款AR头显，并在2023年推出一副轻量级AR眼镜。这些发布日期表明苹果可以等待这样的先行者<b>微软</b>Magic Leap在推出颠覆性的用户友好型产品之前揭露市场的缺陷，就像它之前在MP3播放器、智能手机、平板电脑和智能手表上所做的那样。</blockquote></p><p> If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p><p><blockquote>如果苹果的AR眼镜获得主流势头，它将使该公司的硬件业务多元化，远离iPhone，同时将更多用户锁定在其围墙花园中。这也可能为传闻已久的与其AR服务相关的“苹果汽车”的最终推出铺平道路。</blockquote></p><p> <b>How will this deal help TSMC?</b></p><p><blockquote><b>这笔交易将如何帮助台积电？</b></blockquote></p><p> TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for&nbsp;just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p><p><blockquote>台积电是全球最大的代工芯片制造商，多年来一直生产苹果的第一方芯片。2020年，苹果占台积电收入的五分之一多一点，其大部分订单都来自5纳米和7纳米节点，这两个节点占其营收的41%。</blockquote></p><p> TSMC's top rival,<b>Samsung</b>, also&nbsp;manufactures chips for Apple. However, Samsung also produces LCD and&nbsp;OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p><p><blockquote>台积电的头号竞争对手，<b>三星</b>，还为苹果制造芯片。然而，三星也为苹果的设备生产LCD和OLED显示屏。因此，苹果决定与台积电合作生产micro OLED屏幕，标志着它有意远离三星，三星也可以通过其内部芯片代工厂生产micro-LED和OLED显示屏。</blockquote></p><p> It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p><p><blockquote>苹果与台积电合作更有意义，原因有二：三星仍是其在智能手机市场最大的竞争对手，将订单分给两家或更多供应商，使其在价格谈判中拥有更大的影响力。</blockquote></p><p> Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth&nbsp;beyond semiconductors.</p><p><blockquote>苹果显然从这种合作关系中受益，但它也可以帮助台积电减少对成熟的智能手机市场的依赖，该市场在2020年占其收入的48%。随着AR市场的扩大，其他公司也可以效仿苹果，利用台积电为其设备制造类似的先进屏幕——这将开辟半导体之外的新收入增长来源。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</p><p><blockquote>这笔交易不会很快对苹果或台积电产生影响。但从长远来看，这仍然可能是一笔双赢的交易——苹果将减少对三星的依赖并推进其AR计划，而台积电将加强与苹果的关系，并将其业务多元化，远离智能手机芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/\">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":{"AAPL":"苹果","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484369","content_text":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in Taiwan, according to Nikkei Asia Review.\nThat Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.\nThese new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.\nNikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which supports rumors that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.\nHow will this deal help Apple?\nApple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.\nMeanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.\nThat's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.\nIt also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.\nThe latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like Microsoft and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.\nIf Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.\nHow will this deal help TSMC?\nTSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.\nTSMC's top rival,Samsung, also manufactures chips for Apple. However, Samsung also produces LCD and OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.\nIt makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.\nApple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth beyond semiconductors.\nThe bottom line\nThis deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386218991,"gmtCreate":1613183484713,"gmtModify":1634554229201,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386218991","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389320006,"gmtCreate":1612693101505,"gmtModify":1703764330772,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389320006","repostId":"1172157078","repostType":2,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380272173,"gmtCreate":1612544757292,"gmtModify":1703763557431,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573810704294140","idStr":"3573810704294140"},"themes":[],"htmlText":"hello!","listText":"hello!","text":"hello!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380272173","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":326401532,"gmtCreate":1615692658926,"gmtModify":1703492133507,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"pls fly&nbsp;","listText":"pls fly&nbsp;","text":"pls fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326401532","repostId":"1100128328","repostType":4,"repost":{"id":"1100128328","kind":"news","pubTimestamp":1615563404,"share":"https://www.laohu8.com/m/news/1100128328?lang=zh_CN&edition=full","pubTime":"2021-03-12 23:36","market":"us","language":"en","title":"Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100128328","media":"Barrons","summary":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremon","content":"<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价走低。植物，但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾只是一个正常但不幸的操作问题。特斯拉（股票代码：TSLA）没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任，该股在盘前交易中下跌约2.7%，至约680美元。对于特斯拉股东来说，这是疯狂的一周。本周初股价约为675美元，交易价格高于700美元，跌至约560美元，然后反弹，周四上涨4.7%，至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后，将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五早上市场正在抛售。对于股票来说，这次讲话几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对估值高、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来产生大部分现金。与利率低时相比，利率高时现金的价值较低。在利率较高的环境下，投资者如今有更多赚取利息的选择，这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说：“你、你的家人和朋友很有可能能够在你的后院或附近聚会，野餐……庆祝独立日。”这是个好消息。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-12 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock inTesla&nbsp;is lower after CNBC reported that the&nbsp;electric-vehicle&nbsp;company&nbsp;had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后，该公司股价走低。植物，但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说，火灾只是一个正常但不幸的操作问题。特斯拉（股票代码：TSLA）没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任，该股在盘前交易中下跌约2.7%，至约680美元。对于特斯拉股东来说，这是疯狂的一周。本周初股价约为675美元，交易价格高于700美元，跌至约560美元，然后反弹，周四上涨4.7%，至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上，他向全国发表讲话，重点是在世界卫生组织宣布疫情已经开始一年后，将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说：“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说，联邦政府正在建立数百个疫苗接种点，并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息，但周五早上市场正在抛售。对于股票来说，这次讲话几乎代表了太多的好事。经济正在重新开放，因此债券收益率正在上升，给高增长股票带来压力。</blockquote></p><p>Futures on the&nbsp;Nasdaq Composite&nbsp;Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面，道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>较高的收益率对估值高、快速增长的公司的伤害比其他公司更大，原因有几个。第一，它们使融资增长更加昂贵。第二，高增长公司预计将在未来产生大部分现金。与利率低时相比，利率高时现金的价值较低。在利率较高的环境下，投资者如今有更多赚取利息的选择，这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end&nbsp;of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而，周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的环境。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说：“你、你的家人和朋友很有可能能够在你的后院或附近聚会，野餐……庆祝独立日。”这是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100128328","content_text":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349086589,"gmtCreate":1617505922141,"gmtModify":1634520740561,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"go tesla&nbsp;","listText":"go tesla&nbsp;","text":"go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349086589","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355236634,"gmtCreate":1617074016028,"gmtModify":1634522800345,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355236634","repostId":"1112608299","repostType":4,"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323472605,"gmtCreate":1615371402607,"gmtModify":1703488026451,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323472605","repostId":"1197320396","repostType":4,"repost":{"id":"1197320396","kind":"news","pubTimestamp":1615368915,"share":"https://www.laohu8.com/m/news/1197320396?lang=zh_CN&edition=full","pubTime":"2021-03-10 17:35","market":"us","language":"en","title":"3 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197320396","media":"Barrons","summary":"A Tesla fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.New Street Research analyst Pierre Ferraguis a longtime Tesla  bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.The third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars t","content":"<p>A&nbsp;Tesla&nbsp;fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.</p><p><blockquote>尽管该股最近下跌，但特斯拉的粉丝周二更加看好该股。特斯拉股价在盘前交易中上涨，但分析师的乐观看法并不是股价上涨的唯一原因。</blockquote></p><p> New Street Research analyst&nbsp;Pierre Ferraguis a longtime Tesla (ticker: TSLA) bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.</p><p><blockquote>New Street Research分析师Pierre Ferraguis长期看好特斯拉（股票代码：TSLA）。但这并不意味着他总是将股票评级为买入。当价格高于他认为公平的水平时，他愿意将股票评级下调至持有。</blockquote></p><p> Ferragu rated Tesla stock Buy from mid-2018—when he launched coverage of the stock—until, essentially, mid-2020, when shares were at about $180. He was Hold-rated for a couple of months before upgrading shares to Buy around last October. But then Tesla stock ran to more than $600—from above around $400—in the blink of an eye. That 50% gain prompted another downgrade to Hold.</p><p><blockquote>Ferragu从2018年中期（当时他推出了该股的报道）到2020年中期（当时股价约为180美元），对特斯拉股票的评级为“买入”。去年10月左右，他被给予持有评级几个月，然后将股票评级上调至买入。但随后特斯拉股价转眼间就从400美元左右涨至600美元以上。50%的涨幅促使评级再次下调至持有。</blockquote></p><p> Now Ferragu is saying buy Tesla again. And he raised his price target to $900 a share from $578.</p><p><blockquote>现在费拉古说再次购买特斯拉。他将目标价从每股578美元上调至900美元。</blockquote></p><p> “As much as the market severely corrected the recent excesses of optimism reflected in Tesla’s valuation, our recent work strengthened our confidence about the solid outlook for the company in the next 2 years,” wrote Ferragu. “Tesla will be in a position to deliver 2 [million] units in 2023 and deliver earnings of $12, more than 50% above current expectations.” With better-than-expected earnings coming, according to analysts, he believes the stock will trade for the higher end of his expected price-to-earnings ratio range of 50 times to 100 times.</p><p><blockquote>费拉古写道：“尽管市场严重纠正了特斯拉估值中反映出的近期过度乐观情绪，但我们最近的工作增强了我们对该公司未来两年稳健前景的信心。”“特斯拉将在2023年交付200万辆汽车，盈利为12美元，比当前预期高出50%以上。”分析师表示，随着好于预期的盈利即将到来，他相信该股的交易价格将达到他预期市盈率范围50倍至100倍的高端。</blockquote></p><p> “Tesla [is] the #1 stock we recommend buying in this pullback.”</p><p><blockquote>“特斯拉是我们在这次回调中建议购买的第一只股票。”</blockquote></p><p> The pullback hasbeen brutal. Coming into Tuesday, theNasdaq Compositeindex, which is home to many richly valued, high-growth stocks like Tesla, was down more than 11% from its February high. Tesla stock was down more than 37% from its January high.</p><p><blockquote>回调是残酷的。进入周二，纳斯达克综合指数较2月份高点下跌超过11%，该指数拥有特斯拉等许多估值高、高增长股票。特斯拉股价较1月份高点下跌超过37%。</blockquote></p><p> Inflation fears are a big reason for the drop in Tesla and other tech stocks. Higher inflation means higher interest rates, which are problematic for growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.</p><p><blockquote>通胀担忧是特斯拉和其他科技股下跌的一个重要原因。更高的通胀意味着更高的利率，这在两个方面给成长型股票带来了问题。首先，利率上升使融资增长更加昂贵。其次，高增长公司的大部分现金流和潜在股息是在遥远的未来产生的。这种现金流的吸引力相对较小，因为投资者现在可以赚取更多利息。</blockquote></p><p> Inflation fears will continue to affect Tesla stock for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity price swings in the numbers.)</p><p><blockquote>通胀担忧将在一段时间内继续影响特斯拉股票。这使得周三的通胀数据比平时的风险要高一些。经济学家预计，2月份不包括食品和能源的价格将比1月份上涨0.2%。（经济学家关注的是不包括食品和能源的通胀，以避免数字中的大宗商品价格波动。）</blockquote></p><p> The third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars there in February, more that the company delivered in January. That is an achievement considering the Lunar New Year holiday dentedFebruary -deliveryfigures at companies such asNIO(NIO) andXPeng(XPEV) “We would characterize these February results as quite impressive and ahead of Street expectations,” Wedbush analystDan Ivestells<i>Barron’s</i>. “From a run-rate perspective, Tesla is on track to be on a [200,000-plus] unit trajectory in China for the year which remains a linchpin for the company hitting its [750,000 to 800,000] annual numbers for the year.”</p><p><blockquote>特斯拉股价上涨的第三个原因是中国。特斯拉2月份在那里交付了约18,300辆汽车，超过了该公司1月份的交付量。考虑到农历新年假期削弱了蔚来（蔚来）和小鹏汽车（XPEV）等公司2月份的交付数据，这是一项成就。“我们认为2月份的业绩相当令人印象深刻，超出了华尔街的预期，”Wedbush分析师Dan Ivestells<i>巴伦周刊</i>“从运行率的角度来看，特斯拉今年在华销量有望达到[20万辆以上]，这仍然是该公司今年达到[75万至80万辆]年度销量的关键。”</blockquote></p><p> Tesla stock rose 19.6% Tuesday. It’s the largest percentage jump since shares jumped 19.9% on Feb. 3, 2020. That jump was the start to Tesla’s incredible year. The stock finished up about 740%.</p><p><blockquote>特斯拉股价周二上涨19.6%。这是自2020年2月3日股价上涨19.9%以来的最大百分比涨幅。这一飞跃是特斯拉不可思议的一年的开始。该股收盘上涨约740%。</blockquote></p><p> The reason for the February 2020 jump washard to find. This time the upgrade certainly helped. So did the bounce in tech stocks. So do the China numbers. The Nasdaq Composite rose 3.7%, bouncing back after the recent selloff. TheS&amp;P 500andDow Jones Industrial Averagerose 1.4% and 0.1%, respectively.</p><p><blockquote>2020年2月跳跃的原因很难找到。这一次升级确实有所帮助。科技股的反弹也是如此。中国的数字也是如此。纳斯达克综合指数上涨3.7%，在近期抛售后反弹。标准普尔500指数和道琼斯工业平均指数分别上涨1.4%和0.1%。</blockquote></p><p> With Ferragu’s upgrade, about 33% of analysts covering Tesla rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Analysts always have trouble reconciling Tesla’s valuation with other car companies.General Motors (GM),for instance, trades for a single-digit PE ratio. Tesla trades for a triple-digit PE ratio. Tesla, of course, grows much faster than the broader automotive industry.</p><p><blockquote>随着Ferragu的升级，约33%的特斯拉分析师将股票评级为买入。道琼斯指数股票的平均买入评级约为60%。分析师总是难以调和特斯拉与其他车企的估值。例如，通用汽车(GM)的市盈率为个位数。特斯拉的市盈率为三位数。当然，特斯拉的增长速度比更广泛的汽车行业快得多。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</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 Reasons Tesla Stock Is Rising Tuesday<blockquote>特斯拉股价周二上涨的3个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-10 17:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A&nbsp;Tesla&nbsp;fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.</p><p><blockquote>尽管该股最近下跌，但特斯拉的粉丝周二更加看好该股。特斯拉股价在盘前交易中上涨，但分析师的乐观看法并不是股价上涨的唯一原因。</blockquote></p><p> New Street Research analyst&nbsp;Pierre Ferraguis a longtime Tesla (ticker: TSLA) bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.</p><p><blockquote>New Street Research分析师Pierre Ferraguis长期看好特斯拉（股票代码：TSLA）。但这并不意味着他总是将股票评级为买入。当价格高于他认为公平的水平时，他愿意将股票评级下调至持有。</blockquote></p><p> Ferragu rated Tesla stock Buy from mid-2018—when he launched coverage of the stock—until, essentially, mid-2020, when shares were at about $180. He was Hold-rated for a couple of months before upgrading shares to Buy around last October. But then Tesla stock ran to more than $600—from above around $400—in the blink of an eye. That 50% gain prompted another downgrade to Hold.</p><p><blockquote>Ferragu从2018年中期（当时他推出了该股的报道）到2020年中期（当时股价约为180美元），对特斯拉股票的评级为“买入”。去年10月左右，他被给予持有评级几个月，然后将股票评级上调至买入。但随后特斯拉股价转眼间就从400美元左右涨至600美元以上。50%的涨幅促使评级再次下调至持有。</blockquote></p><p> Now Ferragu is saying buy Tesla again. And he raised his price target to $900 a share from $578.</p><p><blockquote>现在费拉古说再次购买特斯拉。他将目标价从每股578美元上调至900美元。</blockquote></p><p> “As much as the market severely corrected the recent excesses of optimism reflected in Tesla’s valuation, our recent work strengthened our confidence about the solid outlook for the company in the next 2 years,” wrote Ferragu. “Tesla will be in a position to deliver 2 [million] units in 2023 and deliver earnings of $12, more than 50% above current expectations.” With better-than-expected earnings coming, according to analysts, he believes the stock will trade for the higher end of his expected price-to-earnings ratio range of 50 times to 100 times.</p><p><blockquote>费拉古写道：“尽管市场严重纠正了特斯拉估值中反映出的近期过度乐观情绪，但我们最近的工作增强了我们对该公司未来两年稳健前景的信心。”“特斯拉将在2023年交付200万辆汽车，盈利为12美元，比当前预期高出50%以上。”分析师表示，随着好于预期的盈利即将到来，他相信该股的交易价格将达到他预期市盈率范围50倍至100倍的高端。</blockquote></p><p> “Tesla [is] the #1 stock we recommend buying in this pullback.”</p><p><blockquote>“特斯拉是我们在这次回调中建议购买的第一只股票。”</blockquote></p><p> The pullback hasbeen brutal. Coming into Tuesday, theNasdaq Compositeindex, which is home to many richly valued, high-growth stocks like Tesla, was down more than 11% from its February high. Tesla stock was down more than 37% from its January high.</p><p><blockquote>回调是残酷的。进入周二，纳斯达克综合指数较2月份高点下跌超过11%，该指数拥有特斯拉等许多估值高、高增长股票。特斯拉股价较1月份高点下跌超过37%。</blockquote></p><p> Inflation fears are a big reason for the drop in Tesla and other tech stocks. Higher inflation means higher interest rates, which are problematic for growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.</p><p><blockquote>通胀担忧是特斯拉和其他科技股下跌的一个重要原因。更高的通胀意味着更高的利率，这在两个方面给成长型股票带来了问题。首先，利率上升使融资增长更加昂贵。其次，高增长公司的大部分现金流和潜在股息是在遥远的未来产生的。这种现金流的吸引力相对较小，因为投资者现在可以赚取更多利息。</blockquote></p><p> Inflation fears will continue to affect Tesla stock for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity price swings in the numbers.)</p><p><blockquote>通胀担忧将在一段时间内继续影响特斯拉股票。这使得周三的通胀数据比平时的风险要高一些。经济学家预计，2月份不包括食品和能源的价格将比1月份上涨0.2%。（经济学家关注的是不包括食品和能源的通胀，以避免数字中的大宗商品价格波动。）</blockquote></p><p> The third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars there in February, more that the company delivered in January. That is an achievement considering the Lunar New Year holiday dentedFebruary -deliveryfigures at companies such asNIO(NIO) andXPeng(XPEV) “We would characterize these February results as quite impressive and ahead of Street expectations,” Wedbush analystDan Ivestells<i>Barron’s</i>. “From a run-rate perspective, Tesla is on track to be on a [200,000-plus] unit trajectory in China for the year which remains a linchpin for the company hitting its [750,000 to 800,000] annual numbers for the year.”</p><p><blockquote>特斯拉股价上涨的第三个原因是中国。特斯拉2月份在那里交付了约18,300辆汽车，超过了该公司1月份的交付量。考虑到农历新年假期削弱了蔚来（蔚来）和小鹏汽车（XPEV）等公司2月份的交付数据，这是一项成就。“我们认为2月份的业绩相当令人印象深刻，超出了华尔街的预期，”Wedbush分析师Dan Ivestells<i>巴伦周刊</i>“从运行率的角度来看，特斯拉今年在华销量有望达到[20万辆以上]，这仍然是该公司今年达到[75万至80万辆]年度销量的关键。”</blockquote></p><p> Tesla stock rose 19.6% Tuesday. It’s the largest percentage jump since shares jumped 19.9% on Feb. 3, 2020. That jump was the start to Tesla’s incredible year. The stock finished up about 740%.</p><p><blockquote>特斯拉股价周二上涨19.6%。这是自2020年2月3日股价上涨19.9%以来的最大百分比涨幅。这一飞跃是特斯拉不可思议的一年的开始。该股收盘上涨约740%。</blockquote></p><p> The reason for the February 2020 jump washard to find. This time the upgrade certainly helped. So did the bounce in tech stocks. So do the China numbers. The Nasdaq Composite rose 3.7%, bouncing back after the recent selloff. TheS&amp;P 500andDow Jones Industrial Averagerose 1.4% and 0.1%, respectively.</p><p><blockquote>2020年2月跳跃的原因很难找到。这一次升级确实有所帮助。科技股的反弹也是如此。中国的数字也是如此。纳斯达克综合指数上涨3.7%，在近期抛售后反弹。标准普尔500指数和道琼斯工业平均指数分别上涨1.4%和0.1%。</blockquote></p><p> With Ferragu’s upgrade, about 33% of analysts covering Tesla rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Analysts always have trouble reconciling Tesla’s valuation with other car companies.General Motors (GM),for instance, trades for a single-digit PE ratio. Tesla trades for a triple-digit PE ratio. Tesla, of course, grows much faster than the broader automotive industry.</p><p><blockquote>随着Ferragu的升级，约33%的特斯拉分析师将股票评级为买入。道琼斯指数股票的平均买入评级约为60%。分析师总是难以调和特斯拉与其他车企的估值。例如，通用汽车(GM)的市盈率为个位数。特斯拉的市盈率为三位数。当然，特斯拉的增长速度比更广泛的汽车行业快得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-up-upgrade-china-51615300696?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-up-upgrade-china-51615300696?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197320396","content_text":"A Tesla fan got evenmore bullishon Tuesday, despite the stock’s recent drop. Tesla shares are up in premarket trading, but an upbeat take from the analyst isn’t the only reason shares are on the move.\nNew Street Research analyst Pierre Ferraguis a longtime Tesla (ticker: TSLA) bull. But that doesn’t mean he always rates shares Buy. He is willing to downgrade the stock to Hold when prices run ahead of what he believes is fair.\nFerragu rated Tesla stock Buy from mid-2018—when he launched coverage of the stock—until, essentially, mid-2020, when shares were at about $180. He was Hold-rated for a couple of months before upgrading shares to Buy around last October. But then Tesla stock ran to more than $600—from above around $400—in the blink of an eye. That 50% gain prompted another downgrade to Hold.\nNow Ferragu is saying buy Tesla again. And he raised his price target to $900 a share from $578.\n“As much as the market severely corrected the recent excesses of optimism reflected in Tesla’s valuation, our recent work strengthened our confidence about the solid outlook for the company in the next 2 years,” wrote Ferragu. “Tesla will be in a position to deliver 2 [million] units in 2023 and deliver earnings of $12, more than 50% above current expectations.” With better-than-expected earnings coming, according to analysts, he believes the stock will trade for the higher end of his expected price-to-earnings ratio range of 50 times to 100 times.\n“Tesla [is] the #1 stock we recommend buying in this pullback.”\nThe pullback hasbeen brutal. Coming into Tuesday, theNasdaq Compositeindex, which is home to many richly valued, high-growth stocks like Tesla, was down more than 11% from its February high. Tesla stock was down more than 37% from its January high.\nInflation fears are a big reason for the drop in Tesla and other tech stocks. Higher inflation means higher interest rates, which are problematic for growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.\nInflation fears will continue to affect Tesla stock for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity price swings in the numbers.)\nThe third reason Tesla shares are rising is China. Tesla delivered about 18,300 cars there in February, more that the company delivered in January. That is an achievement considering the Lunar New Year holiday dentedFebruary -deliveryfigures at companies such asNIO(NIO) andXPeng(XPEV) “We would characterize these February results as quite impressive and ahead of Street expectations,” Wedbush analystDan IvestellsBarron’s. “From a run-rate perspective, Tesla is on track to be on a [200,000-plus] unit trajectory in China for the year which remains a linchpin for the company hitting its [750,000 to 800,000] annual numbers for the year.”\nTesla stock rose 19.6% Tuesday. It’s the largest percentage jump since shares jumped 19.9% on Feb. 3, 2020. That jump was the start to Tesla’s incredible year. The stock finished up about 740%.\nThe reason for the February 2020 jump washard to find. This time the upgrade certainly helped. So did the bounce in tech stocks. So do the China numbers. The Nasdaq Composite rose 3.7%, bouncing back after the recent selloff. TheS&P 500andDow Jones Industrial Averagerose 1.4% and 0.1%, respectively.\nWith Ferragu’s upgrade, about 33% of analysts covering Tesla rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Analysts always have trouble reconciling Tesla’s valuation with other car companies.General Motors (GM),for instance, trades for a single-digit PE ratio. Tesla trades for a triple-digit PE ratio. Tesla, of course, grows much faster than the broader automotive industry.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320041206,"gmtCreate":1614993921905,"gmtModify":1703484025262,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"nio pls 🚀🚀","listText":"nio pls 🚀🚀","text":"nio pls 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320041206","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://www.laohu8.com/m/news/1196034072?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</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\">\nIs The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-05 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384804598,"gmtCreate":1613634930214,"gmtModify":1634552856227,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"space 🚀🚀","listText":"space 🚀🚀","text":"space 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384804598","repostId":"1185319622","repostType":4,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359009578,"gmtCreate":1616296197794,"gmtModify":1634526456860,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"😭🚀🙏","listText":"😭🚀🙏","text":"😭🚀🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359009578","repostId":"1103756496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320215215,"gmtCreate":1615114486837,"gmtModify":1703484813298,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"bitcoins 🚀","listText":"bitcoins 🚀","text":"bitcoins 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320215215","repostId":"1182430321","repostType":4,"isVote":1,"tweetType":1,"viewCount":2424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360806964,"gmtCreate":1613879135758,"gmtModify":1634551986945,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"apple pls 🚀","listText":"apple pls 🚀","text":"apple pls 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360806964","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360942093,"gmtCreate":1613818645912,"gmtModify":1634552109501,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"nio🚀🚀🚀🚀🚀🚀🚀🚀","listText":"nio🚀🚀🚀🚀🚀🚀🚀🚀","text":"nio🚀🚀🚀🚀🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360942093","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325974236,"gmtCreate":1615860867025,"gmtModify":1703494110073,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"go tesla","listText":"go tesla","text":"go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325974236","repostId":"2119170941","repostType":4,"isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326833303,"gmtCreate":1615609955002,"gmtModify":1703491609261,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"GO NIO!!! 🚀🚀","listText":"GO NIO!!! 🚀🚀","text":"GO NIO!!! 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326833303","repostId":"2118935050","repostType":4,"isVote":1,"tweetType":1,"viewCount":2698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329194351,"gmtCreate":1615214269873,"gmtModify":1703485778573,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"when will they 🚀🚀","listText":"when will they 🚀🚀","text":"when will they 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329194351","repostId":"1177211195","repostType":4,"repost":{"id":"1177211195","kind":"news","pubTimestamp":1615213425,"share":"https://www.laohu8.com/m/news/1177211195?lang=zh_CN&edition=full","pubTime":"2021-03-08 22:23","market":"us","language":"en","title":"Top tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177211195","media":"CNN Business","summary":"London (CNN Business) - Apple (AAPL) shares are down more than 15% from their January high. Amazon's","content":"<p><b>London (CNN Business)&nbsp;-&nbsp;</b>Apple&nbsp;(AAPL)&nbsp;shares are down more than 15% from their January high. Amazon's stock is off 11% from a recent peak in early February. And chipmaker&nbsp;Nvidia&nbsp;(NVDA)&nbsp;has seen its shares plunge nearly 19% since the middle of last month.</p><p><blockquote><b>伦敦（CNN商业）——</b>苹果(AAPL)股价较1月份高点下跌超过15%。亚马逊股价较2月初的近期峰值下跌11%。芯片制造商英伟达(NVDA)的股价自上个月中旬以来已暴跌近19%。</blockquote></p><p>What's happening: Tech companies are getting hammered by the recent&nbsp;sell-off in markets. Many stocks in the sector have entered a correction, logging declines of at least 10% from their recent peaks.</p><p><blockquote>正在发生的事情：科技公司受到最近市场抛售的打击。该行业的许多股票已进入回调，较近期峰值下跌至少10%。</blockquote></p><p>The tech-heavy Nasdaq Composite may not be far behind. The index finished Friday more than 8% below the record high notched on Feb. 12. Futures point to another rough trading session on Monday.</p><p><blockquote>以科技股为主的纳斯达克综合指数可能也不甘落后。该指数周五收盘较2月12日创下的历史新高低8%以上。期货指向周一另一个艰难的交易时段。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc50317ec0fe580acd1407307915d8fa\" tg-width=\"1070\" tg-height=\"651\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Breaking it down: Investors have become increasingly worried that the reopening of many big economies later this year will lead to a spike in prices as people rush out to restaurants and book vacations. That could put pressure on central banks like the Federal Reserve to hike interest rates sooner than expected.</p><p><blockquote>分解一下：投资者越来越担心，随着人们涌向餐馆和预订假期，今年晚些时候许多大型经济体的重新开放将导致价格飙升。这可能会给美联储等央行带来压力，要求其比预期更早加息。</blockquote></p><p>Rock-bottom rates have been a boon for fast-growing tech companies. They've helped keep yields on government bonds extremely low, boosting interest in riskier investments like stocks that offer better returns.</p><p><blockquote>最低利率对快速增长的科技公司来说是一个福音。它们帮助将政府债券的收益率保持在极低的水平，提高了人们对风险较高的投资的兴趣，例如提供更好回报的股票。</blockquote></p><p>But now, bond yields are rising on&nbsp;inflation concerns. That could make assets like US Treasuries start to appear more enticing — triggering outflows from the tech names that have been so popular over the past 11 months.</p><p><blockquote>但现在，由于通胀担忧，债券收益率正在上升。这可能会让美国国债等资产开始显得更具吸引力，引发过去11个月如此受欢迎的科技股资金外流。</blockquote></p><p>Jeroen Blokland, a portfolio manager at Robeco, thinks that as estimates for economic growth continue to improve, so-called \"value\" stocks in sectors like banking — which benefit from a healthy economy — may begin to get a second look.</p><p><blockquote>荷宝(Robeco)投资组合经理耶鲁安·布洛克兰(Jeroen Blokland)认为，随着对经济增长的预期不断改善，受益于健康经济的银行业等行业的所谓“价值”股票可能会开始受到重新审视。</blockquote></p><p>\"If you believe in this whole reopening and estimates of GDP growth ... that means growth is less scarce,\" he told me. \"[Then the] value sector has at least the possibility to play catch up.\"</p><p><blockquote>“如果你相信整个重新开放和对GDP增长的估计……这意味着增长不那么稀缺，”他告诉我。“[那么]价值板块至少有可能迎头赶上。”</blockquote></p><p>See here: The KBW Bank Index, which tracks top US lenders, is up more than 20% this year. The Nasdaq, meanwhile, has almost wiped out all of its 2021 gains.</p><p><blockquote>请参阅此处：追踪美国顶级银行的KBW银行指数今年上涨了20%以上。与此同时，纳斯达克几乎抹去了2021年的所有涨幅。</blockquote></p><p>Many strategists think the declines are healthy, and that share prices of many tech companies shot up too much, too fast.</p><p><blockquote>许多策略师认为下跌是健康的，许多科技公司的股价上涨太多、太快。</blockquote></p><p>Continued selling may hinge on what we hear from central bankers in the coming days. The European Central Bank, which meets later this week, has stated clearly that it will take some action if it believes the rapid increase in bond yields will lead to tighter financial conditions. Fed Chair Jerome Powell has been less explicit.</p><p><blockquote>持续抛售可能取决于未来几天我们从央行行长那里听到的消息。本周晚些时候召开会议的欧洲央行已经明确表示，如果认为债券收益率快速上升将导致金融状况收紧，将采取一些行动。美联储主席杰罗姆·鲍威尔没有那么明确。</blockquote></p><p>Blokland thinks that if the yield on the 10-year US Treasury note marches significantly higher this week, Powell may have no choice but to strongly assert that the Fed will act as necessary to ensure the economic recovery isn't affected by market turmoil.</p><p><blockquote>布洛克兰认为，如果本周10年期美国国债收益率大幅走高，鲍威尔可能别无选择，只能强烈断言美联储将采取必要行动，确保经济复苏不受市场动荡的影响。</blockquote></p><p>\"If we have another week like last week, [he has] to do something,\" Blokland said.</p><p><blockquote>“如果我们再有像上周那样的一周，[他]就必须做点什么，”布洛克兰说。</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>Top tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</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\">\nTop tech stocks are in correction territory. Here's why<blockquote>顶级科技股正处于调整区域。原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-03-08 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>London (CNN Business)&nbsp;-&nbsp;</b>Apple&nbsp;(AAPL)&nbsp;shares are down more than 15% from their January high. Amazon's stock is off 11% from a recent peak in early February. And chipmaker&nbsp;Nvidia&nbsp;(NVDA)&nbsp;has seen its shares plunge nearly 19% since the middle of last month.</p><p><blockquote><b>伦敦（CNN商业）——</b>苹果(AAPL)股价较1月份高点下跌超过15%。亚马逊股价较2月初的近期峰值下跌11%。芯片制造商英伟达(NVDA)的股价自上个月中旬以来已暴跌近19%。</blockquote></p><p>What's happening: Tech companies are getting hammered by the recent&nbsp;sell-off in markets. Many stocks in the sector have entered a correction, logging declines of at least 10% from their recent peaks.</p><p><blockquote>正在发生的事情：科技公司受到最近市场抛售的打击。该行业的许多股票已进入回调，较近期峰值下跌至少10%。</blockquote></p><p>The tech-heavy Nasdaq Composite may not be far behind. The index finished Friday more than 8% below the record high notched on Feb. 12. Futures point to another rough trading session on Monday.</p><p><blockquote>以科技股为主的纳斯达克综合指数可能也不甘落后。该指数周五收盘较2月12日创下的历史新高低8%以上。期货指向周一另一个艰难的交易时段。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fc50317ec0fe580acd1407307915d8fa\" tg-width=\"1070\" tg-height=\"651\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Breaking it down: Investors have become increasingly worried that the reopening of many big economies later this year will lead to a spike in prices as people rush out to restaurants and book vacations. That could put pressure on central banks like the Federal Reserve to hike interest rates sooner than expected.</p><p><blockquote>分解一下：投资者越来越担心，随着人们涌向餐馆和预订假期，今年晚些时候许多大型经济体的重新开放将导致价格飙升。这可能会给美联储等央行带来压力，要求其比预期更早加息。</blockquote></p><p>Rock-bottom rates have been a boon for fast-growing tech companies. They've helped keep yields on government bonds extremely low, boosting interest in riskier investments like stocks that offer better returns.</p><p><blockquote>最低利率对快速增长的科技公司来说是一个福音。它们帮助将政府债券的收益率保持在极低的水平，提高了人们对风险较高的投资的兴趣，例如提供更好回报的股票。</blockquote></p><p>But now, bond yields are rising on&nbsp;inflation concerns. That could make assets like US Treasuries start to appear more enticing — triggering outflows from the tech names that have been so popular over the past 11 months.</p><p><blockquote>但现在，由于通胀担忧，债券收益率正在上升。这可能会让美国国债等资产开始显得更具吸引力，引发过去11个月如此受欢迎的科技股资金外流。</blockquote></p><p>Jeroen Blokland, a portfolio manager at Robeco, thinks that as estimates for economic growth continue to improve, so-called \"value\" stocks in sectors like banking — which benefit from a healthy economy — may begin to get a second look.</p><p><blockquote>荷宝(Robeco)投资组合经理耶鲁安·布洛克兰(Jeroen Blokland)认为，随着对经济增长的预期不断改善，受益于健康经济的银行业等行业的所谓“价值”股票可能会开始受到重新审视。</blockquote></p><p>\"If you believe in this whole reopening and estimates of GDP growth ... that means growth is less scarce,\" he told me. \"[Then the] value sector has at least the possibility to play catch up.\"</p><p><blockquote>“如果你相信整个重新开放和对GDP增长的估计……这意味着增长不那么稀缺，”他告诉我。“[那么]价值板块至少有可能迎头赶上。”</blockquote></p><p>See here: The KBW Bank Index, which tracks top US lenders, is up more than 20% this year. The Nasdaq, meanwhile, has almost wiped out all of its 2021 gains.</p><p><blockquote>请参阅此处：追踪美国顶级银行的KBW银行指数今年上涨了20%以上。与此同时，纳斯达克几乎抹去了2021年的所有涨幅。</blockquote></p><p>Many strategists think the declines are healthy, and that share prices of many tech companies shot up too much, too fast.</p><p><blockquote>许多策略师认为下跌是健康的，许多科技公司的股价上涨太多、太快。</blockquote></p><p>Continued selling may hinge on what we hear from central bankers in the coming days. The European Central Bank, which meets later this week, has stated clearly that it will take some action if it believes the rapid increase in bond yields will lead to tighter financial conditions. Fed Chair Jerome Powell has been less explicit.</p><p><blockquote>持续抛售可能取决于未来几天我们从央行行长那里听到的消息。本周晚些时候召开会议的欧洲央行已经明确表示，如果认为债券收益率快速上升将导致金融状况收紧，将采取一些行动。美联储主席杰罗姆·鲍威尔没有那么明确。</blockquote></p><p>Blokland thinks that if the yield on the 10-year US Treasury note marches significantly higher this week, Powell may have no choice but to strongly assert that the Fed will act as necessary to ensure the economic recovery isn't affected by market turmoil.</p><p><blockquote>布洛克兰认为，如果本周10年期美国国债收益率大幅走高，鲍威尔可能别无选择，只能强烈断言美联储将采取必要行动，确保经济复苏不受市场动荡的影响。</blockquote></p><p>\"If we have another week like last week, [he has] to do something,\" Blokland said.</p><p><blockquote>“如果我们再有像上周那样的一周，[他]就必须做点什么，”布洛克兰说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/03/08/investing/premarket-stocks-trading/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","MSFT":"微软","GOOGL":"谷歌A","AMZN":"亚马逊",".IXIC":"NASDAQ Composite","FB":"ProShares S&P 500 Dynamic Buffer ETF","NFLX":"奈飞","NVDA":"英伟达"},"source_url":"https://edition.cnn.com/2021/03/08/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177211195","content_text":"London (CNN Business) - Apple (AAPL) shares are down more than 15% from their January high. Amazon's stock is off 11% from a recent peak in early February. And chipmaker Nvidia (NVDA) has seen its shares plunge nearly 19% since the middle of last month.What's happening: Tech companies are getting hammered by the recent sell-off in markets. Many stocks in the sector have entered a correction, logging declines of at least 10% from their recent peaks.The tech-heavy Nasdaq Composite may not be far behind. The index finished Friday more than 8% below the record high notched on Feb. 12. Futures point to another rough trading session on Monday.Breaking it down: Investors have become increasingly worried that the reopening of many big economies later this year will lead to a spike in prices as people rush out to restaurants and book vacations. That could put pressure on central banks like the Federal Reserve to hike interest rates sooner than expected.Rock-bottom rates have been a boon for fast-growing tech companies. They've helped keep yields on government bonds extremely low, boosting interest in riskier investments like stocks that offer better returns.But now, bond yields are rising on inflation concerns. That could make assets like US Treasuries start to appear more enticing — triggering outflows from the tech names that have been so popular over the past 11 months.Jeroen Blokland, a portfolio manager at Robeco, thinks that as estimates for economic growth continue to improve, so-called \"value\" stocks in sectors like banking — which benefit from a healthy economy — may begin to get a second look.\"If you believe in this whole reopening and estimates of GDP growth ... that means growth is less scarce,\" he told me. \"[Then the] value sector has at least the possibility to play catch up.\"See here: The KBW Bank Index, which tracks top US lenders, is up more than 20% this year. The Nasdaq, meanwhile, has almost wiped out all of its 2021 gains.Many strategists think the declines are healthy, and that share prices of many tech companies shot up too much, too fast.Continued selling may hinge on what we hear from central bankers in the coming days. The European Central Bank, which meets later this week, has stated clearly that it will take some action if it believes the rapid increase in bond yields will lead to tighter financial conditions. Fed Chair Jerome Powell has been less explicit.Blokland thinks that if the yield on the 10-year US Treasury note marches significantly higher this week, Powell may have no choice but to strongly assert that the Fed will act as necessary to ensure the economic recovery isn't affected by market turmoil.\"If we have another week like last week, [he has] to do something,\" Blokland said.","news_type":1,"symbols_score_info":{"NVDA":0.9,"FB":0.9,"GOOG":0.9,"AMZN":0.9,"GOOGL":0.9,"MSFT":0.9,"NFLX":0.9,".IXIC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363251234,"gmtCreate":1614145241128,"gmtModify":1634550991084,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"pls 🚀🚀","listText":"pls 🚀🚀","text":"pls 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363251234","repostId":"1111682954","repostType":4,"repost":{"id":"1111682954","kind":"news","pubTimestamp":1614143481,"share":"https://www.laohu8.com/m/news/1111682954?lang=zh_CN&edition=full","pubTime":"2021-02-24 13:11","market":"us","language":"en","title":"The S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111682954","media":"Barrons","summary":"Earnings have been too good to ignore recently, and if the right developments for the economy unfold","content":"<p>Earnings have been too good to ignore recently, and if the right developments for the economy unfold, they are likely to grow substantially from current levels.</p><p><blockquote>最近的盈利太好了，不容忽视，如果经济出现正确的发展，它们可能会比目前的水平大幅增长。</blockquote></p><p> Credit Suisseraised its 2021 price target for the&nbsp;S&amp;P 500to $4,300 from $4,200 on Tuesday. That means the strategists see the index gaining more than 11% by the end of the year from the current level. That isn’t even an aggressive prediction relative to the prevailing view on Wall Street. The average call among firms tracked by FactSet is for the index to hit $4,400.</p><p><blockquote>瑞士信贷周二将标普500指数2021年目标价从4,200美元上调至4,300美元。这意味着策略师预计该指数到今年年底将较当前水平上涨11%以上。相对于华尔街的普遍观点，这甚至不是一个激进的预测。FactSet追踪的公司的平均看涨期权预计将达到4,400美元。</blockquote></p><p> But the bullishness has true merit. “With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that 2021 GDP is expected to run hotter than at any time in the past 35 years,” wrote Jonathan Golub, Credit Suisse’s chief U.S. equity strategist, in a note.</p><p><blockquote>但看涨有真正的价值。瑞士信贷首席美国股票策略师乔纳森·戈卢布(Jonathan Golub)写道：“随着经济重新开放、刺激措施充足以及美联储政策超级宽松，预计2021年GDP将比过去35年来的任何时候都更热也就不足为奇了。”，在笔记中。</blockquote></p><p> He argued that because aggregate fourth-quarter earnings per share for companies in the S&amp;P 500 has exceeded analysts’ forecasts by 17%, with the vast majority of firms having reported their results, earnings estimates must rise.</p><p><blockquote>他认为，由于标普500公司第四季度每股收益总额超出分析师预期17%，而且绝大多数公司已经公布了业绩，因此盈利预期必须上调。</blockquote></p><p> Higher expectations for earnings generally lead to higher prices for stocks. Golub lifted his aggregate, macro-based estimates for S&amp;P 500 EPS to $185 from $175 in 2021, and to $210 from $200 in 2022.</p><p><blockquote>对盈利的较高预期通常会导致股票价格上涨。Golub将标普500每股收益的总体宏观预期从2021年的175美元上调至185美元，从2022年的200美元上调至210美元。</blockquote></p><p> At first,investors didn’t seem to care that companies were putting expectations for fourth-quarter earnings to shame. The results didn’t matter, the reasoning went, because if Covid-19 vaccines couldn’t roll out on schedule or couldn’t adequately immunize against new strains, local economies wouldn’t be able to reopen and earnings would collapse.</p><p><blockquote>起初，投资者似乎并不关心公司对第四季度盈利的预期相形见绌。理由是，结果并不重要，因为如果Covid-19疫苗不能如期推出或不能充分免疫新毒株，当地经济将无法重新开放，收入将崩溃。</blockquote></p><p> But now,vaccines are finding millions of arms a day&nbsp;and&nbsp;trillions of dollars of added fiscal stimulus that would support demandare expected. Earnings estimates for the current quarterwere lower than the expected result for the fourth quarterjust a few weeks ago, so it is no surprise to see Wall Street increase them as restrictions related to Covid-19 are lifted. Strategists, on average, currently see EPS for the S&amp;P 500 coming in at $198 for 2022.</p><p><blockquote>但现在，疫苗每天都有数百万只手臂，预计还会有数万亿美元的额外财政刺激来支持需求。就在几周前，本季度的盈利预期还低于第四季度的预期结果，因此随着与Covid-19相关的限制解除，华尔街上调盈利预期也就不足为奇了。策略师目前平均预计标普500 2022年每股收益为198美元。</blockquote></p><p> The next question is at what multiple of per-share earnings the average stock on the S&amp;P 500 is likely to trade. Golub sees the index at trading just above 20 times aggregate earnings for 2022 by the end of this year. That is down from roughly 22 times earnings expectations for the next 12 months currently.</p><p><blockquote>下一个问题是标普500上平均股票的每股收益可能是多少倍。Golub预计，到今年年底，该指数的市盈率将略高于2022年总市盈率的20倍。这低于目前未来12个月盈利预期的约22倍。</blockquote></p><p> Lower valuations are widely expected because yields on safe, U.S. Treasury debt are rising.Higher yieldsmake the risk of being in stocks incrementally less attractive, reducing the amount investors are willing to pay per dollar of future earnings.</p><p><blockquote>人们普遍预计估值会下降，因为安全的美国国债收益率正在上升。较高的收益率使得持有股票的风险逐渐变得不那么有吸引力，从而减少了投资者愿意为未来每美元收益支付的金额。</blockquote></p><p> But the rising rates also reflect improving expectations for the economy and inflation, which is consistent with better earnings that could power stock prices higher.</p><p><blockquote>但利率上升也反映了对经济和通胀预期的改善，这与可能推高股价的盈利改善是一致的。</blockquote></p><p> None of this means there aren’t risks. Any major setback to vaccinations would be detrimental to earnings and a decision from the Federal Reserve to raise interest rates too high, too soon, would be a risk to the economy and to stock valuations.</p><p><blockquote>这些都不意味着没有风险。疫苗接种的任何重大挫折都将不利于盈利，美联储加息过高、过快的决定将给经济和股票估值带来风险。</blockquote></p><p> Still, risks are subsiding. The potential for gains may build asstocks come under pressure in the current selloff.</p><p><blockquote>尽管如此，风险正在消退。由于股市在当前的抛售中面临压力，上涨的潜力可能会增加。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</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\">\nThe S&P 500 Has More Room to Rise: Credit Suisse<blockquote>瑞士信贷：标普500有更大上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-24 13:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings have been too good to ignore recently, and if the right developments for the economy unfold, they are likely to grow substantially from current levels.</p><p><blockquote>最近的盈利太好了，不容忽视，如果经济出现正确的发展，它们可能会比目前的水平大幅增长。</blockquote></p><p> Credit Suisseraised its 2021 price target for the&nbsp;S&amp;P 500to $4,300 from $4,200 on Tuesday. That means the strategists see the index gaining more than 11% by the end of the year from the current level. That isn’t even an aggressive prediction relative to the prevailing view on Wall Street. The average call among firms tracked by FactSet is for the index to hit $4,400.</p><p><blockquote>瑞士信贷周二将标普500指数2021年目标价从4,200美元上调至4,300美元。这意味着策略师预计该指数到今年年底将较当前水平上涨11%以上。相对于华尔街的普遍观点，这甚至不是一个激进的预测。FactSet追踪的公司的平均看涨期权预计将达到4,400美元。</blockquote></p><p> But the bullishness has true merit. “With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that 2021 GDP is expected to run hotter than at any time in the past 35 years,” wrote Jonathan Golub, Credit Suisse’s chief U.S. equity strategist, in a note.</p><p><blockquote>但看涨有真正的价值。瑞士信贷首席美国股票策略师乔纳森·戈卢布(Jonathan Golub)写道：“随着经济重新开放、刺激措施充足以及美联储政策超级宽松，预计2021年GDP将比过去35年来的任何时候都更热也就不足为奇了。”，在笔记中。</blockquote></p><p> He argued that because aggregate fourth-quarter earnings per share for companies in the S&amp;P 500 has exceeded analysts’ forecasts by 17%, with the vast majority of firms having reported their results, earnings estimates must rise.</p><p><blockquote>他认为，由于标普500公司第四季度每股收益总额超出分析师预期17%，而且绝大多数公司已经公布了业绩，因此盈利预期必须上调。</blockquote></p><p> Higher expectations for earnings generally lead to higher prices for stocks. Golub lifted his aggregate, macro-based estimates for S&amp;P 500 EPS to $185 from $175 in 2021, and to $210 from $200 in 2022.</p><p><blockquote>对盈利的较高预期通常会导致股票价格上涨。Golub将标普500每股收益的总体宏观预期从2021年的175美元上调至185美元，从2022年的200美元上调至210美元。</blockquote></p><p> At first,investors didn’t seem to care that companies were putting expectations for fourth-quarter earnings to shame. The results didn’t matter, the reasoning went, because if Covid-19 vaccines couldn’t roll out on schedule or couldn’t adequately immunize against new strains, local economies wouldn’t be able to reopen and earnings would collapse.</p><p><blockquote>起初，投资者似乎并不关心公司对第四季度盈利的预期相形见绌。理由是，结果并不重要，因为如果Covid-19疫苗不能如期推出或不能充分免疫新毒株，当地经济将无法重新开放，收入将崩溃。</blockquote></p><p> But now,vaccines are finding millions of arms a day&nbsp;and&nbsp;trillions of dollars of added fiscal stimulus that would support demandare expected. Earnings estimates for the current quarterwere lower than the expected result for the fourth quarterjust a few weeks ago, so it is no surprise to see Wall Street increase them as restrictions related to Covid-19 are lifted. Strategists, on average, currently see EPS for the S&amp;P 500 coming in at $198 for 2022.</p><p><blockquote>但现在，疫苗每天都有数百万只手臂，预计还会有数万亿美元的额外财政刺激来支持需求。就在几周前，本季度的盈利预期还低于第四季度的预期结果，因此随着与Covid-19相关的限制解除，华尔街上调盈利预期也就不足为奇了。策略师目前平均预计标普500 2022年每股收益为198美元。</blockquote></p><p> The next question is at what multiple of per-share earnings the average stock on the S&amp;P 500 is likely to trade. Golub sees the index at trading just above 20 times aggregate earnings for 2022 by the end of this year. That is down from roughly 22 times earnings expectations for the next 12 months currently.</p><p><blockquote>下一个问题是标普500上平均股票的每股收益可能是多少倍。Golub预计，到今年年底，该指数的市盈率将略高于2022年总市盈率的20倍。这低于目前未来12个月盈利预期的约22倍。</blockquote></p><p> Lower valuations are widely expected because yields on safe, U.S. Treasury debt are rising.Higher yieldsmake the risk of being in stocks incrementally less attractive, reducing the amount investors are willing to pay per dollar of future earnings.</p><p><blockquote>人们普遍预计估值会下降，因为安全的美国国债收益率正在上升。较高的收益率使得持有股票的风险逐渐变得不那么有吸引力，从而减少了投资者愿意为未来每美元收益支付的金额。</blockquote></p><p> But the rising rates also reflect improving expectations for the economy and inflation, which is consistent with better earnings that could power stock prices higher.</p><p><blockquote>但利率上升也反映了对经济和通胀预期的改善，这与可能推高股价的盈利改善是一致的。</blockquote></p><p> None of this means there aren’t risks. Any major setback to vaccinations would be detrimental to earnings and a decision from the Federal Reserve to raise interest rates too high, too soon, would be a risk to the economy and to stock valuations.</p><p><blockquote>这些都不意味着没有风险。疫苗接种的任何重大挫折都将不利于盈利，美联储加息过高、过快的决定将给经济和股票估值带来风险。</blockquote></p><p> Still, risks are subsiding. The potential for gains may build asstocks come under pressure in the current selloff.</p><p><blockquote>尽管如此，风险正在消退。由于股市在当前的抛售中面临压力，上涨的潜力可能会增加。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/s-p-500-can-keep-rising-credit-suisse-says-thank-earnings-51614109642?mod=hp_LEAD_1_B_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/s-p-500-can-keep-rising-credit-suisse-says-thank-earnings-51614109642?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111682954","content_text":"Earnings have been too good to ignore recently, and if the right developments for the economy unfold, they are likely to grow substantially from current levels.\nCredit Suisseraised its 2021 price target for the S&P 500to $4,300 from $4,200 on Tuesday. That means the strategists see the index gaining more than 11% by the end of the year from the current level. That isn’t even an aggressive prediction relative to the prevailing view on Wall Street. The average call among firms tracked by FactSet is for the index to hit $4,400.\nBut the bullishness has true merit. “With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that 2021 GDP is expected to run hotter than at any time in the past 35 years,” wrote Jonathan Golub, Credit Suisse’s chief U.S. equity strategist, in a note.\nHe argued that because aggregate fourth-quarter earnings per share for companies in the S&P 500 has exceeded analysts’ forecasts by 17%, with the vast majority of firms having reported their results, earnings estimates must rise.\nHigher expectations for earnings generally lead to higher prices for stocks. Golub lifted his aggregate, macro-based estimates for S&P 500 EPS to $185 from $175 in 2021, and to $210 from $200 in 2022.\nAt first,investors didn’t seem to care that companies were putting expectations for fourth-quarter earnings to shame. The results didn’t matter, the reasoning went, because if Covid-19 vaccines couldn’t roll out on schedule or couldn’t adequately immunize against new strains, local economies wouldn’t be able to reopen and earnings would collapse.\nBut now,vaccines are finding millions of arms a day and trillions of dollars of added fiscal stimulus that would support demandare expected. Earnings estimates for the current quarterwere lower than the expected result for the fourth quarterjust a few weeks ago, so it is no surprise to see Wall Street increase them as restrictions related to Covid-19 are lifted. Strategists, on average, currently see EPS for the S&P 500 coming in at $198 for 2022.\nThe next question is at what multiple of per-share earnings the average stock on the S&P 500 is likely to trade. Golub sees the index at trading just above 20 times aggregate earnings for 2022 by the end of this year. That is down from roughly 22 times earnings expectations for the next 12 months currently.\nLower valuations are widely expected because yields on safe, U.S. Treasury debt are rising.Higher yieldsmake the risk of being in stocks incrementally less attractive, reducing the amount investors are willing to pay per dollar of future earnings.\nBut the rising rates also reflect improving expectations for the economy and inflation, which is consistent with better earnings that could power stock prices higher.\nNone of this means there aren’t risks. Any major setback to vaccinations would be detrimental to earnings and a decision from the Federal Reserve to raise interest rates too high, too soon, would be a risk to the economy and to stock valuations.\nStill, risks are subsiding. The potential for gains may build asstocks come under pressure in the current selloff.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360420082,"gmtCreate":1613967354146,"gmtModify":1634551725706,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"hmm","listText":"hmm","text":"hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360420082","repostId":"1174514335","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386218991,"gmtCreate":1613183484713,"gmtModify":1634554229201,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386218991","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389320006,"gmtCreate":1612693101505,"gmtModify":1703764330772,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389320006","repostId":"1172157078","repostType":2,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385826491,"gmtCreate":1613533274613,"gmtModify":1634553265990,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"oh no","listText":"oh no","text":"oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385826491","repostId":"1168749416","repostType":4,"repost":{"id":"1168749416","kind":"news","pubTimestamp":1613468978,"share":"https://www.laohu8.com/m/news/1168749416?lang=zh_CN&edition=full","pubTime":"2021-02-16 17:49","market":"us","language":"en","title":"The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168749416","media":"MarketWatch","summary":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.We love Tesla — we’re huge fans of the way the company has made electric cars cool.The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle  on the market today, and is well on its way to becoming a massive success.And Tesla’s rapid escalation in battery production has forced down prices of lithi","content":"<p>As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.</p><p><blockquote>随着竞争对手开始认真销售电动汽车，市场将会增长并凸显特斯拉的创新实力，并在此过程中保护地球。</blockquote></p><p> We love Tesla — we’re huge fans of the way the company has made electric cars cool.</p><p><blockquote>我们热爱特斯拉——我们是该公司让电动汽车变得酷的方式的忠实粉丝。</blockquote></p><p> The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.</p><p><blockquote>这家总部位于加利福尼亚州帕洛阿尔托的公司的Model 3可能是当今市场上最令人垂涎的低成本电动汽车(EV)，并且正在取得巨大成功。</blockquote></p><p> And Tesla’s&nbsp;rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has&nbsp;lost market share in the world’s largest EV market, the European Union.</p><p><blockquote>特斯拉电池产量的快速增长迫使锂离子电池价格下降。然而，我们对Schmidt Automotive Research的消息感到高兴，特斯拉在全球最大的电动汽车市场欧盟失去了市场份额。</blockquote></p><p> We’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.</p><p><blockquote>我们很高兴，因为这清楚地表明了全球对电动汽车的兴趣。在欧盟，特斯拉市场份额的损失部分是由于大型现有汽车制造商越来越热衷于通过定价和设计多样性使自己的电动汽车更具吸引力。</blockquote></p><p> <b>Good for the planet</b></p><p><blockquote><b>对地球有益</b></blockquote></p><p> A broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense.&nbsp;In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.</p><p><blockquote>这些省油、无污染的汽车拥有更广阔、更深入的市场对地球有好处，并将进一步降低价格。电动汽车的进一步改进之路也完全有意义。事实上，内燃机（ICE）是今天的马车：众所周知，可靠，拥有良好的基础设施，但最终无法竞争。</blockquote></p><p> At the rate at which battery prices (and, by extension, EV prices)&nbsp;are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors&nbsp;has already taken the plunge and&nbsp;will phase out combustion engines by 2035.</p><p><blockquote>按照电池价格（以及电动汽车价格）下降和采用率增加的速度，所有汽车制造商都将开始公开逐步淘汰内燃机。通用汽车已经采取了行动，将在2035年之前逐步淘汰内燃机。</blockquote></p><p> We won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.</p><p><blockquote>如果通用汽车在大约三年后修改这一时间表并宣布到2028年将实现全电动化，并且所有其他汽车制造商都效仿，我们不会感到惊讶。</blockquote></p><p> The history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.&nbsp; They cost many thousands of dollars.&nbsp;Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and&nbsp;are available on Alibaba.</p><p><blockquote>技术的历史预示着电动汽车的未来。加速度计是一种测量物体加速或减速速度的系统，它举例说明了这一过程。在20世纪50年代，早期的加速度计使弹道导弹能够保持其轨迹。它们的成本高达数千美元。如今，比导弹锥体中的加速度计芯片更灵敏，成本仅为几美元或更低，并且可以在阿里巴巴-SW上买到。</blockquote></p><p> This occurred because when Apple’s&nbsp;iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s&nbsp;Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.</p><p><blockquote>这是因为当苹果的iPhone让智能手机普及时，大量技术变得无处不在。Alphabet的Android操作系统和基于Linux的片上系统帮助提高了规模经济，所有智能手机组件的价格都大幅下降，对许多技术产生了广泛的连锁反应。</blockquote></p><p> More importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.</p><p><blockquote>更重要的是，智能手机技术带来了全新的类别。无人机基本上就是主动的手机。它们使用许多相同的计算技术，价格也在类似地下降。</blockquote></p><p> And EVs are essentially mobile phones on wheels.&nbsp;They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.</p><p><blockquote>而EV本质上是轮子上的手机，它们有更多的运动部件，需要额外的功能，比如激光、测距仪和安全气囊；尽管如此，它们更像手机或无人机，而不是内燃机汽车。</blockquote></p><p> Tesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense.&nbsp;An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.</p><p><blockquote>特斯拉将电动汽车视为软件产品和可升级设备：更像iPhone而不是传统汽车。这是有道理的。电动汽车只不过是一个软件控制的发动机，电池装在盒子里，而电池很快就会成为商品。</blockquote></p><p> <b>Battery-powered everything</b></p><p><blockquote><b>电池供电的一切</b></blockquote></p><p> Eventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans.&nbsp;All are flavors of battery-powered locomotion.&nbsp;And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.&nbsp; Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.</p><p><blockquote>最终，各种形状和尺寸的车身都将被3D打印出来。电动汽车进入者已经开始涉足电动汽车市场的所有领域，从微型送货机器人和货运无人机到电动自行车和定制货车。所有这些都是电池驱动的运动。最便宜的将被广泛负担得起，这将使服务民主化，因为印度20美元的Jio智能手机已经实现了在线访问的民主化。时速20英里的电动自行车价格已经不到500美元，它们适合城市地区的许多基本通勤任务。</blockquote></p><p> So Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.&nbsp; Like Apple’s, Tesla’s brand is powerful.&nbsp;Unlike Apple, Tesla faces some pretty cool competition, even now.&nbsp;Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.</p><p><blockquote>因此，电动汽车的领导者特斯拉没有什么可担心的：通过提高知名度和鼓励创新，它为自己创造了更大的潜在市场。与苹果一样，特斯拉的品牌也很强大。与苹果不同，特斯拉面临着一些相当酷的竞争，即使是现在。保时捷刚刚宣布了其Macan的电动版本，定价与特斯拉Model S轿车相似。</blockquote></p><p> Tesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.</p><p><blockquote>特斯拉首席执行官Elon Musk清楚地认识到并接受了做大蛋糕的战略。电动汽车市场远大于汽车市场：这正是他开源特斯拉专利并让竞争对手更容易扩大规模、制造更好的汽车并扩大市场的原因。</blockquote></p><p> Tesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones.&nbsp;Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.</p><p><blockquote>就销量而言，特斯拉在全球汽车市场上可能仍是一个小角色，但仍将保持领先地位，就像苹果在手机领域所做的那样。史蒂夫·乔布斯将苹果牢牢定位在高端市场，并一直保持在那里，攫取了智能手机利润的最大份额。</blockquote></p><p></p><p> So the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share.&nbsp;The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.</p><p><blockquote>因此，对特斯拉和地球的未来来说，最好的事情就是缓慢而稳定地失去市场份额。电动汽车的时代已经到来，这意味着特斯拉是时候面对更加激烈的竞争了。</blockquote></p><p></p>","source":"market_watch","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>The best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</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\">\nThe best thing for Tesla is a slow and steady loss of market share?<blockquote>对特斯拉来说，最好的事情就是缓慢而稳定地失去市场份额？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-16 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.</p><p><blockquote>随着竞争对手开始认真销售电动汽车，市场将会增长并凸显特斯拉的创新实力，并在此过程中保护地球。</blockquote></p><p> We love Tesla — we’re huge fans of the way the company has made electric cars cool.</p><p><blockquote>我们热爱特斯拉——我们是该公司让电动汽车变得酷的方式的忠实粉丝。</blockquote></p><p> The Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.</p><p><blockquote>这家总部位于加利福尼亚州帕洛阿尔托的公司的Model 3可能是当今市场上最令人垂涎的低成本电动汽车(EV)，并且正在取得巨大成功。</blockquote></p><p> And Tesla’s&nbsp;rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has&nbsp;lost market share in the world’s largest EV market, the European Union.</p><p><blockquote>特斯拉电池产量的快速增长迫使锂离子电池价格下降。然而，我们对Schmidt Automotive Research的消息感到高兴，特斯拉在全球最大的电动汽车市场欧盟失去了市场份额。</blockquote></p><p> We’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.</p><p><blockquote>我们很高兴，因为这清楚地表明了全球对电动汽车的兴趣。在欧盟，特斯拉市场份额的损失部分是由于大型现有汽车制造商越来越热衷于通过定价和设计多样性使自己的电动汽车更具吸引力。</blockquote></p><p> <b>Good for the planet</b></p><p><blockquote><b>对地球有益</b></blockquote></p><p> A broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense.&nbsp;In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.</p><p><blockquote>这些省油、无污染的汽车拥有更广阔、更深入的市场对地球有好处，并将进一步降低价格。电动汽车的进一步改进之路也完全有意义。事实上，内燃机（ICE）是今天的马车：众所周知，可靠，拥有良好的基础设施，但最终无法竞争。</blockquote></p><p> At the rate at which battery prices (and, by extension, EV prices)&nbsp;are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors&nbsp;has already taken the plunge and&nbsp;will phase out combustion engines by 2035.</p><p><blockquote>按照电池价格（以及电动汽车价格）下降和采用率增加的速度，所有汽车制造商都将开始公开逐步淘汰内燃机。通用汽车已经采取了行动，将在2035年之前逐步淘汰内燃机。</blockquote></p><p> We won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.</p><p><blockquote>如果通用汽车在大约三年后修改这一时间表并宣布到2028年将实现全电动化，并且所有其他汽车制造商都效仿，我们不会感到惊讶。</blockquote></p><p> The history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.&nbsp; They cost many thousands of dollars.&nbsp;Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and&nbsp;are available on Alibaba.</p><p><blockquote>技术的历史预示着电动汽车的未来。加速度计是一种测量物体加速或减速速度的系统，它举例说明了这一过程。在20世纪50年代，早期的加速度计使弹道导弹能够保持其轨迹。它们的成本高达数千美元。如今，比导弹锥体中的加速度计芯片更灵敏，成本仅为几美元或更低，并且可以在阿里巴巴-SW上买到。</blockquote></p><p> This occurred because when Apple’s&nbsp;iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s&nbsp;Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.</p><p><blockquote>这是因为当苹果的iPhone让智能手机普及时，大量技术变得无处不在。Alphabet的Android操作系统和基于Linux的片上系统帮助提高了规模经济，所有智能手机组件的价格都大幅下降，对许多技术产生了广泛的连锁反应。</blockquote></p><p> More importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.</p><p><blockquote>更重要的是，智能手机技术带来了全新的类别。无人机基本上就是主动的手机。它们使用许多相同的计算技术，价格也在类似地下降。</blockquote></p><p> And EVs are essentially mobile phones on wheels.&nbsp;They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.</p><p><blockquote>而EV本质上是轮子上的手机，它们有更多的运动部件，需要额外的功能，比如激光、测距仪和安全气囊；尽管如此，它们更像手机或无人机，而不是内燃机汽车。</blockquote></p><p> Tesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense.&nbsp;An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.</p><p><blockquote>特斯拉将电动汽车视为软件产品和可升级设备：更像iPhone而不是传统汽车。这是有道理的。电动汽车只不过是一个软件控制的发动机，电池装在盒子里，而电池很快就会成为商品。</blockquote></p><p> <b>Battery-powered everything</b></p><p><blockquote><b>电池供电的一切</b></blockquote></p><p> Eventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans.&nbsp;All are flavors of battery-powered locomotion.&nbsp;And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.&nbsp; Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.</p><p><blockquote>最终，各种形状和尺寸的车身都将被3D打印出来。电动汽车进入者已经开始涉足电动汽车市场的所有领域，从微型送货机器人和货运无人机到电动自行车和定制货车。所有这些都是电池驱动的运动。最便宜的将被广泛负担得起，这将使服务民主化，因为印度20美元的Jio智能手机已经实现了在线访问的民主化。时速20英里的电动自行车价格已经不到500美元，它们适合城市地区的许多基本通勤任务。</blockquote></p><p> So Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.&nbsp; Like Apple’s, Tesla’s brand is powerful.&nbsp;Unlike Apple, Tesla faces some pretty cool competition, even now.&nbsp;Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.</p><p><blockquote>因此，电动汽车的领导者特斯拉没有什么可担心的：通过提高知名度和鼓励创新，它为自己创造了更大的潜在市场。与苹果一样，特斯拉的品牌也很强大。与苹果不同，特斯拉面临着一些相当酷的竞争，即使是现在。保时捷刚刚宣布了其Macan的电动版本，定价与特斯拉Model S轿车相似。</blockquote></p><p> Tesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.</p><p><blockquote>特斯拉首席执行官Elon Musk清楚地认识到并接受了做大蛋糕的战略。电动汽车市场远大于汽车市场：这正是他开源特斯拉专利并让竞争对手更容易扩大规模、制造更好的汽车并扩大市场的原因。</blockquote></p><p> Tesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones.&nbsp;Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.</p><p><blockquote>就销量而言，特斯拉在全球汽车市场上可能仍是一个小角色，但仍将保持领先地位，就像苹果在手机领域所做的那样。史蒂夫·乔布斯将苹果牢牢定位在高端市场，并一直保持在那里，攫取了智能手机利润的最大份额。</blockquote></p><p></p><p> So the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share.&nbsp;The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.</p><p><blockquote>因此，对特斯拉和地球的未来来说，最好的事情就是缓慢而稳定地失去市场份额。电动汽车的时代已经到来，这意味着特斯拉是时候面对更加激烈的竞争了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-best-thing-for-tesla-is-a-slow-and-steady-loss-of-market-share-11613062433?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/the-best-thing-for-tesla-is-a-slow-and-steady-loss-of-market-share-11613062433?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168749416","content_text":"As rivals start to sell electric vehicles in earnest, the market will grow and highlight Tesla’s innovation prowess, protecting the planet in the process.\nWe love Tesla — we’re huge fans of the way the company has made electric cars cool.\nThe Palo Alto, Calif.-based company’s Model 3 is probably the most appetizing lower-cost electric vehicle (EV) on the market today, and is well on its way to becoming a massive success.\nAnd Tesla’s rapid escalation in battery production has forced down prices of lithium-ion batteries. Yet we’re rejoicing in the news from Schmidt Automotive Research that Tesla has lost market share in the world’s largest EV market, the European Union.\nWe’re rejoicing because this is a clear sign of global interest in EVs. In the European Union, Tesla’s loss in market share derived partly from large incumbent automakers’ increasing vigor in making their own EVs more attractive, through both pricing and design diversity.\nGood for the planet\nA broader, deeper market for these fuel-efficient, pollution-free vehicles is good for the planet and will further reduce prices. EVs’ path to further improvement also makes complete sense. In reality, internal combustion engines (ICEs) are today’s horse-and-buggy: well understood, reliable, and with a great infrastructure, but ultimately unable to compete.\nAt the rate at which battery prices (and, by extension, EV prices) are falling and adoption is increasing, all car makers will have commenced publicly phasing out ICEs. General Motors has already taken the plunge and will phase out combustion engines by 2035.\nWe won’t be surprised if GM revises this schedule in about three years from now and declares that it will go all electric by 2028, and all of the other carmakers follow.\nThe history of technology foretells the future of electric cars. The accelerometer, a system that measure how fast an object is accelerating or decelerating, exemplifies the process. In the 1950s, early accelerometers allowed ballistic missiles to maintain their trajectories.  They cost many thousands of dollars. Today, accelerometer chips more sensitive than those that rode in missile cones cost a few dollars or less and are available on Alibaba.\nThis occurred because when Apple’s iPhone made smart phones popular, a host of technologies became ubiquitous. Alphabet’s Android operating system and Linux-based systems-on-chips helped increase economies of scale, and the prices of all smartphone components fell dramatically, with broad ripple effects on many technologies.\nMore importantly, entirely new categories piggybacked on smartphone technology. Drones are basically active mobile phones. They use much of the same computational technology, and their prices are similarly falling.\nAnd EVs are essentially mobile phones on wheels. They have many more moving parts and need additional features, such as lasers, rangefinders and airbags; nonetheless, they resemble mobile phones or drones more than they do ICE cars.\nTesla has approached EVs as software products and upgradeable devices: more like iPhones than like traditional cars. And that makes sense. An EV is little more than a software-controlled engine with a battery in a box, and the batteries will soon become commodities.\nBattery-powered everything\nEventually car bodies of all shapes and sizes will be 3D printed. EV entrants are already tackling all parts of the EV market, from tiny delivery robots and cargo drones to e-bikes and customized vans. All are flavors of battery-powered locomotion. And the cheapest will be widely affordable, which will democratize services as the $20 Jio smartphones in India have democratized online access.  Already, e-bikes that manage 20 miles an hour in speed cost less than $500, and they suit many basic commuting tasks in urban areas.\nSo Tesla, the EV leader, has nothing to worry about: Increasing awareness and fomenting innovation, it has made the addressable market much larger for itself.  Like Apple’s, Tesla’s brand is powerful. Unlike Apple, Tesla faces some pretty cool competition, even now. Porsche has just announced an EV version of its Macan with pricing similar to the Tesla Model S sedans.\nTesla CEO Elon Musk clearly recognizes and embraces a strategy of growing a much bigger pie. The market for EVs is far larger than a market for cars: precisely why he open-sourced Tesla’s patents and made it easier for rivals to scale up and build better cars and expand the market.\nTesla will probably remain a small player in the global vehicle market by sales volume but stay on its cutting edge, just as Apple did in mobile phones. Steve Jobs positioned Apple firmly up market, and it has remained there, capturing the lion’s share of smartphone profits.\nSo the best thing for Tesla — and the planet’s future — is a slow and steady loss of market share. The EV’s time has come, and that means it’s time for Tesla to face much stiffer competition.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382263688,"gmtCreate":1613453226344,"gmtModify":1634553616549,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"yes pls","listText":"yes pls","text":"yes pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382263688","repostId":"1146484369","repostType":4,"repost":{"id":"1146484369","kind":"news","pubTimestamp":1613452596,"share":"https://www.laohu8.com/m/news/1146484369?lang=zh_CN&edition=full","pubTime":"2021-02-16 13:16","market":"us","language":"en","title":"TSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484369","media":"Motley Fool","summary":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ","content":"<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p><p><blockquote>全球最大的合同芯片制造商可能正在生产苹果最先进的显示器。</blockquote></p><p> <b>Apple</b>&nbsp;(NASDAQ:AAPL)&nbsp;is partnering with&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in&nbsp;Taiwan, according to Nikkei Asia Review.</p><p><blockquote><b>苹果</b>（纳斯达克：AAPL）正在与<b>台积电</b>据《日经亚洲评论》报道，（纽约证券交易所股票代码：TSM）将在台湾的一个秘密工厂为其传闻已久的增强现实设备生产微型OLED显示器。</blockquote></p><p> That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p><p><blockquote>2月10日的公告令人惊讶，因为台积电主要在硅片上制造半导体，而不是在玻璃基板上制造显示面板。然而，苹果的micro OLED显示器将直接构建在芯片晶圆上，使其比常规OLED屏幕更小、更薄、更节能。</blockquote></p><p> These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p><p><blockquote>据报道，这些新屏幕的宽度不到一英寸，非常适合耳机和眼镜等AR设备，这些设备需要重量轻，一次充电可以持续很长时间。</blockquote></p><p> Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which&nbsp;supports rumors&nbsp;that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p><p><blockquote>日经新闻的消息人士称，这些屏幕仍在测试中，需要“几年时间”才能进入大规模生产——这支持了苹果将在未来几年内推出AR设备的传言。该工厂还在为即将推出的苹果手表、iPad和MacBook测试更大的微型LED屏幕。</blockquote></p><p> <b>How will this deal help Apple?</b></p><p><blockquote><b>这笔交易将如何帮助苹果？</b></blockquote></p><p> Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p><p><blockquote>苹果的近期目标很简单。它需要继续向其不断扩大的服务生态系统（包括App Store、苹果音乐、苹果TV+、苹果Arcade、苹果Pay和其他服务）销售更多iPhone（去年收入的一半以上）。</blockquote></p><p> Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p><p><blockquote>与此同时，它需要不断刷新其iPad、Mac、Watch和AirPods细分市场。但展望未来，苹果最终将需要推出一系列全新的硬件设备，而AR头显和眼镜可能会代表下一个重大飞跃。</blockquote></p><p> That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p><p><blockquote>这就是为什么苹果近年来加大了在AR市场的影响力。早在2017年，它就推出了ARKit，这是一个用于iOS上AR应用程序的软件开发工具包。它在iPhone上添加了3D传感摄像头，以鼓励开发者创建更多的AR应用程序，并为AR眼镜的几项设计申请了专利。</blockquote></p><p> It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p><p><blockquote>它还吞并了较小的AR和VR公司，包括Metaio、Flyby Media、SensoMotoric Instruments和Akonia Holographics，并组建了一个行业专家团队来开发新产品。然而，据报道，苹果已经取消了几个雄心勃勃的AR/VR项目，目前还不清楚这家科技巨头计划如何在这个不稳定的新兴市场中前进。</blockquote></p><p> The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like&nbsp;<b>Microsoft</b>&nbsp;and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p><p><blockquote>最新传言称，苹果可能会在2022年推出一款AR头显，并在2023年推出一副轻量级AR眼镜。这些发布日期表明苹果可以等待这样的先行者<b>微软</b>Magic Leap在推出颠覆性的用户友好型产品之前揭露市场的缺陷，就像它之前在MP3播放器、智能手机、平板电脑和智能手表上所做的那样。</blockquote></p><p> If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p><p><blockquote>如果苹果的AR眼镜获得主流势头，它将使该公司的硬件业务多元化，远离iPhone，同时将更多用户锁定在其围墙花园中。这也可能为传闻已久的与其AR服务相关的“苹果汽车”的最终推出铺平道路。</blockquote></p><p> <b>How will this deal help TSMC?</b></p><p><blockquote><b>这笔交易将如何帮助台积电？</b></blockquote></p><p> TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for&nbsp;just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p><p><blockquote>台积电是全球最大的代工芯片制造商，多年来一直生产苹果的第一方芯片。2020年，苹果占台积电收入的五分之一多一点，其大部分订单都来自5纳米和7纳米节点，这两个节点占其营收的41%。</blockquote></p><p> TSMC's top rival,<b>Samsung</b>, also&nbsp;manufactures chips for Apple. However, Samsung also produces LCD and&nbsp;OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p><p><blockquote>台积电的头号竞争对手，<b>三星</b>，还为苹果制造芯片。然而，三星也为苹果的设备生产LCD和OLED显示屏。因此，苹果决定与台积电合作生产micro OLED屏幕，标志着它有意远离三星，三星也可以通过其内部芯片代工厂生产micro-LED和OLED显示屏。</blockquote></p><p> It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p><p><blockquote>苹果与台积电合作更有意义，原因有二：三星仍是其在智能手机市场最大的竞争对手，将订单分给两家或更多供应商，使其在价格谈判中拥有更大的影响力。</blockquote></p><p> Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth&nbsp;beyond semiconductors.</p><p><blockquote>苹果显然从这种合作关系中受益，但它也可以帮助台积电减少对成熟的智能手机市场的依赖，该市场在2020年占其收入的48%。随着AR市场的扩大，其他公司也可以效仿苹果，利用台积电为其设备制造类似的先进屏幕——这将开辟半导体之外的新收入增长来源。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</p><p><blockquote>这笔交易不会很快对苹果或台积电产生影响。但从长远来看，这仍然可能是一笔双赢的交易——苹果将减少对三星的依赖并推进其AR计划，而台积电将加强与苹果的关系，并将其业务多元化，远离智能手机芯片。</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>TSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</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\">\nTSMC Could Soon Make Apple's AR Dreams a Reality<blockquote>台积电可能很快就会让苹果的AR梦想成为现实</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\">2021-02-16 13:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p><p><blockquote>全球最大的合同芯片制造商可能正在生产苹果最先进的显示器。</blockquote></p><p> <b>Apple</b>&nbsp;(NASDAQ:AAPL)&nbsp;is partnering with&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in&nbsp;Taiwan, according to Nikkei Asia Review.</p><p><blockquote><b>苹果</b>（纳斯达克：AAPL）正在与<b>台积电</b>据《日经亚洲评论》报道，（纽约证券交易所股票代码：TSM）将在台湾的一个秘密工厂为其传闻已久的增强现实设备生产微型OLED显示器。</blockquote></p><p> That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p><p><blockquote>2月10日的公告令人惊讶，因为台积电主要在硅片上制造半导体，而不是在玻璃基板上制造显示面板。然而，苹果的micro OLED显示器将直接构建在芯片晶圆上，使其比常规OLED屏幕更小、更薄、更节能。</blockquote></p><p> These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p><p><blockquote>据报道，这些新屏幕的宽度不到一英寸，非常适合耳机和眼镜等AR设备，这些设备需要重量轻，一次充电可以持续很长时间。</blockquote></p><p> Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which&nbsp;supports rumors&nbsp;that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p><p><blockquote>日经新闻的消息人士称，这些屏幕仍在测试中，需要“几年时间”才能进入大规模生产——这支持了苹果将在未来几年内推出AR设备的传言。该工厂还在为即将推出的苹果手表、iPad和MacBook测试更大的微型LED屏幕。</blockquote></p><p> <b>How will this deal help Apple?</b></p><p><blockquote><b>这笔交易将如何帮助苹果？</b></blockquote></p><p> Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p><p><blockquote>苹果的近期目标很简单。它需要继续向其不断扩大的服务生态系统（包括App Store、苹果音乐、苹果TV+、苹果Arcade、苹果Pay和其他服务）销售更多iPhone（去年收入的一半以上）。</blockquote></p><p> Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p><p><blockquote>与此同时，它需要不断刷新其iPad、Mac、Watch和AirPods细分市场。但展望未来，苹果最终将需要推出一系列全新的硬件设备，而AR头显和眼镜可能会代表下一个重大飞跃。</blockquote></p><p> That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p><p><blockquote>这就是为什么苹果近年来加大了在AR市场的影响力。早在2017年，它就推出了ARKit，这是一个用于iOS上AR应用程序的软件开发工具包。它在iPhone上添加了3D传感摄像头，以鼓励开发者创建更多的AR应用程序，并为AR眼镜的几项设计申请了专利。</blockquote></p><p> It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p><p><blockquote>它还吞并了较小的AR和VR公司，包括Metaio、Flyby Media、SensoMotoric Instruments和Akonia Holographics，并组建了一个行业专家团队来开发新产品。然而，据报道，苹果已经取消了几个雄心勃勃的AR/VR项目，目前还不清楚这家科技巨头计划如何在这个不稳定的新兴市场中前进。</blockquote></p><p> The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like&nbsp;<b>Microsoft</b>&nbsp;and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p><p><blockquote>最新传言称，苹果可能会在2022年推出一款AR头显，并在2023年推出一副轻量级AR眼镜。这些发布日期表明苹果可以等待这样的先行者<b>微软</b>Magic Leap在推出颠覆性的用户友好型产品之前揭露市场的缺陷，就像它之前在MP3播放器、智能手机、平板电脑和智能手表上所做的那样。</blockquote></p><p> If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p><p><blockquote>如果苹果的AR眼镜获得主流势头，它将使该公司的硬件业务多元化，远离iPhone，同时将更多用户锁定在其围墙花园中。这也可能为传闻已久的与其AR服务相关的“苹果汽车”的最终推出铺平道路。</blockquote></p><p> <b>How will this deal help TSMC?</b></p><p><blockquote><b>这笔交易将如何帮助台积电？</b></blockquote></p><p> TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for&nbsp;just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p><p><blockquote>台积电是全球最大的代工芯片制造商，多年来一直生产苹果的第一方芯片。2020年，苹果占台积电收入的五分之一多一点，其大部分订单都来自5纳米和7纳米节点，这两个节点占其营收的41%。</blockquote></p><p> TSMC's top rival,<b>Samsung</b>, also&nbsp;manufactures chips for Apple. However, Samsung also produces LCD and&nbsp;OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p><p><blockquote>台积电的头号竞争对手，<b>三星</b>，还为苹果制造芯片。然而，三星也为苹果的设备生产LCD和OLED显示屏。因此，苹果决定与台积电合作生产micro OLED屏幕，标志着它有意远离三星，三星也可以通过其内部芯片代工厂生产micro-LED和OLED显示屏。</blockquote></p><p> It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p><p><blockquote>苹果与台积电合作更有意义，原因有二：三星仍是其在智能手机市场最大的竞争对手，将订单分给两家或更多供应商，使其在价格谈判中拥有更大的影响力。</blockquote></p><p> Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth&nbsp;beyond semiconductors.</p><p><blockquote>苹果显然从这种合作关系中受益，但它也可以帮助台积电减少对成熟的智能手机市场的依赖，该市场在2020年占其收入的48%。随着AR市场的扩大，其他公司也可以效仿苹果，利用台积电为其设备制造类似的先进屏幕——这将开辟半导体之外的新收入增长来源。</blockquote></p><p> <b>The bottom line</b></p><p><blockquote><b>底线</b></blockquote></p><p> This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</p><p><blockquote>这笔交易不会很快对苹果或台积电产生影响。但从长远来看，这仍然可能是一笔双赢的交易——苹果将减少对三星的依赖并推进其AR计划，而台积电将加强与苹果的关系，并将其业务多元化，远离智能手机芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/\">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":{"AAPL":"苹果","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484369","content_text":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in Taiwan, according to Nikkei Asia Review.\nThat Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.\nThese new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.\nNikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which supports rumors that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.\nHow will this deal help Apple?\nApple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.\nMeanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.\nThat's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.\nIt also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.\nThe latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like Microsoft and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.\nIf Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.\nHow will this deal help TSMC?\nTSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.\nTSMC's top rival,Samsung, also manufactures chips for Apple. However, Samsung also produces LCD and OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.\nIt makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.\nApple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth beyond semiconductors.\nThe bottom line\nThis deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380272173,"gmtCreate":1612544757292,"gmtModify":1703763557431,"author":{"id":"3573810704294140","authorId":"3573810704294140","name":"shannielim","avatar":"https://static.tigerbbs.com/afa4b4d2de4428a77f2ed8bd21a4ef44","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573810704294140","authorIdStr":"3573810704294140"},"themes":[],"htmlText":"hello!","listText":"hello!","text":"hello!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380272173","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}