+关注
ZWKS
暂无个人介绍
IP属地:未知
39
关注
1
粉丝
5
主题
0
勋章
主贴
热门
ZWKS
2021-06-26
[看跌]
Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>
ZWKS
2021-06-24
[开心]
抱歉,原内容已删除
ZWKS
2021-03-31
[惊讶]
抱歉,原内容已删除
ZWKS
2021-06-30
[看涨] [看涨] [看涨] [看涨] [看涨]
Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>
ZWKS
2021-06-26
Coming off
Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>
ZWKS
2021-03-22
$CloudCommerce, Inc.(CLWD)$
where are we heading to.. [喷血]
ZWKS
2021-03-22
$Cerebain Biotech Corp.(CBBT)$
upset...
ZWKS
2021-03-11
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
are you moving soon?
ZWKS
2021-06-17
[开心]
Skillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</blockquote>
ZWKS
2021-06-11
Not for long
How Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</blockquote>
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575537450304021","uuid":"3575537450304021","gmtCreate":1612443426534,"gmtModify":1615820300900,"name":"ZWKS","pinyin":"zwks","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":39,"tweetSize":20,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"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":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.01%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"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":"hot","tweets":[{"id":151188569,"gmtCreate":1625067601451,"gmtModify":1633945193295,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[看涨] [看涨] [看涨] [看涨] [看涨] ","listText":"[看涨] [看涨] [看涨] [看涨] [看涨] ","text":"[看涨] [看涨] [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151188569","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://www.laohunote.com/m/news/1121473384?lang=zh_CN&edition=full","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker <b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>(纽约证券交易所股票代码:NIO)在周三早盘交易中走高,此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35,蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元,同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.</p><p><blockquote>Chung 写道,他预计蔚来 6 月份将报告“强劲的出货量”,他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车,高于他之前预计的 90,000 辆,并上调了 2022 年和 2024 年的预测,同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量,这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引,评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底,尽管电脑芯片短缺导致生产中断,但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗?我认为这是可能的,但考虑到持续的芯片短缺问题,不太可能。然而,如果其 6 月份的业绩使其第二季度总额处于指导范围的高端,我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-30 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker <b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>(纽约证券交易所股票代码:NIO)在周三早盘交易中走高,此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35,蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元,同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.</p><p><blockquote>Chung 写道,他预计蔚来 6 月份将报告“强劲的出货量”,他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车,高于他之前预计的 90,000 辆,并上调了 2022 年和 2024 年的预测,同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量,这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引,评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底,尽管电脑芯片短缺导致生产中断,但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗?我认为这是可能的,但考虑到持续的芯片短缺问题,不太可能。然而,如果其 6 月份的业绩使其第二季度总额处于指导范围的高端,我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125418630,"gmtCreate":1624685441220,"gmtModify":1633949574924,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[看跌] ","listText":"[看跌] ","text":"[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125418630","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624680481,"share":"https://www.laohunote.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125411422,"gmtCreate":1624685396066,"gmtModify":1633949575512,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Coming off","listText":"Coming off","text":"Coming off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125411422","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624680481,"share":"https://www.laohunote.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126371740,"gmtCreate":1624546084080,"gmtModify":1634004556674,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126371740","repostId":"1120000038","repostType":4,"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161819381,"gmtCreate":1623916882643,"gmtModify":1634025910299,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161819381","repostId":"1192239171","repostType":4,"repost":{"id":"1192239171","kind":"news","pubTimestamp":1623896975,"share":"https://www.laohunote.com/m/news/1192239171?lang=zh_CN&edition=full","pubTime":"2021-06-17 10:29","market":"us","language":"en","title":"Skillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192239171","media":"seekingalpha","summary":"Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhanc","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Skillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.</li> <li>The company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.</li> <li>Additionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.</li> <li>We are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17fc8399c8d3c4d438768450d993051e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Geber86/E+ via Getty Images</span></p><p><blockquote><ul><li>Skillz 发展迅速,随着公司提高货币化水平并完成对 Aarki 的收购,销售有可能加速。</li><li>该公司享有惊人的利润率,这应该会毫不费力地实现盈利。无论如何,Skillz 有足够的火力来维持几个亏损季度,而不会进行任何稀释。</li><li>此外,在 Reddit 大军积极寻找此类机会之际,根据其技术面,该股处于做空的位置。</li><li>我们正在利用波动性增加和高溢价出售具有巨额回报潜力的看跌期权。</li></ul><p class=\"t-img-caption\"><span>Geber86/E+ 来自盖蒂图片社</span></p></blockquote></p><p> If you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.</p><p><blockquote>如果你最近一直在关注市场新闻,你可能已经注意到了Reddit的华尔街投注社区引发的挤空狂潮。华尔街押注 Redditors 集体大量购买了具有高空头兴趣的股票,将所谓的“模因股票”推向天空甚至更远的地方。</blockquote></p><p> Examples include the following stocks:</p><p><blockquote>示例包括以下股票:</blockquote></p><p> <ul> <li>Bed Bath & Beyond(NASDAQ:BBBY)</li> <li>BlackBerry(NYSE:BB)</li> <li>Virgin Galactic(NYSE:SPCE)</li> <li>Wendy's(NASDAQ:WEN)</li> <li>Rocket Companies(NYSE:RKT)</li> <li>ContextLogic(NASDAQ:WISH)</li> <li>Palantir(NYSE:PLTR)</li> <li>GameStop(NYSE:GME)</li> </ul> In this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.</p><p><blockquote><ul><li>Bed Bath & Beyond(纳斯达克股票代码:BBBY)</li><li>黑莓(纽约证券交易所代码:BB)</li><li>维珍银河(纽约证券交易所股票代码:SPCE)</li><li>温迪餐厅(纳斯达克股票代码:WEN)</li><li>火箭公司(纽约证券交易所股票代码:RKT)</li><li>上下文逻辑(纳斯达克股票代码:WISH)</li><li>帕兰蒂尔(纽约证券交易所股票代码:PLTR)</li><li>游戏驿站(纽约证券交易所代码:GME)</li></ul>在本文中,我们想分享我们对另一只高度做空的股票 Skillz (SKLZ) 的看法,该股票的快速增长和有利的技术指标可能会导致空头挤压。这可能会导致股价在短期内飙升,因为空头出于对潜在更大损失的恐慌而开始购买股票。</blockquote></p><p> The possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.</p><p><blockquote>由于其高空头兴趣,Skillz 可能成为华尔街赌注大军的下一个目标之一,这无疑是一个受欢迎的因素,尽管我们不一定依赖它。</blockquote></p><p> In this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.</p><p><blockquote>在本文中,我们不会深入探讨Skillz的商业模式和不断发展的生态系统,因为许多S.A.作者已经非常详细地解释了该公司的优点。相反,让我们来看看为什么 Skillz 的增长率和技术指标可能会导致空头挤压,以及我们如何建立自己的头寸。</blockquote></p><p> <b>A rapidly growing company</b></p><p><blockquote><b>一家快速发展的公司</b></blockquote></p><p> Skillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.</p><p><blockquote>Skillz 在第一季度又实现了一个季度的强劲表现,实现了连续第 21 个季度的收入增长。该公司的收入同比增长了 92%,主要是由于付费月活跃用户增长了 81%。此外,我们想强调的是,收入增长比 2020 年第一季度 (67%) 要大得多,表明增长有所加速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b50edacf11accd9b32fd5c3dc7b8e15\" tg-width=\"640\" tg-height=\"320\"><span>Source:Q1 Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1演示文稿</span></p></blockquote></p><p> Hence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.</p><p><blockquote>因此,分析师预测的未来几年的收入增长似乎比预期的要黯淡一些。特别是考虑到该公司甚至还没有开始将其非付费用户货币化,如果它决定这样做,这可能会进一步加速收入增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d2f8e90727958c83f790fa5f157ce4\" tg-width=\"640\" tg-height=\"164\"><span>Source:Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> <i>As a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.</i></p><p><blockquote><i>顺便说一句,不将其非付费用户货币化也说明了该公司的两个价值。首先,Skillz 并没有试图在公开上市后立即挤出每一点额外收入来快速打动投资者。其次,该公司优化其营销预算以获取付费用户,而不是安装用户。这与其他通过广告赚钱的移动游戏公司截然不同,这些公司盲目地试图吸引尽可能多的眼球。这告诉我们,公司是长期从事it的,深思熟虑地执行。</i></blockquote></p><p> In any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.</p><p><blockquote>无论如何,根据公司目前的增长轨迹,分析师的预期没有什么意义,我们预计销售增长将更加强劲。此外,当我们考虑到该公司由其超高利润率商业模式驱动的潜在盈利能力时,销售增长变得更加令人兴奋。该公司的毛利率为 94%,这表明随着公司不断扩大规模,拥有充足的利润空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f0ae33838bdd16f867917a1fe90d9c3\" tg-width=\"640\" tg-height=\"315\"><span>Source:Q1 results</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1业绩</span></p></blockquote></p><p></p><p> Finally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.</p><p><blockquote>最后,该公司在本季度末拥有强劲的资产负债表,其中包括 6.13 亿美元的现金。该公司最近还达成协议,以 150 美元的现金和股票收购 Aarki(这也是加速收入增长的另一个催化剂)。因此,即使整个公司仅以现金收购,Skillz 仍然有足够的火药来承受几个季度的亏损(按目前的运营速度计算),而无需筹集额外资金。</blockquote></p><p> We hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.</p><p><blockquote>因此,我们预计不会有任何进一步的稀释,这可能会在额外出售股票的情况下支持空头情况。当然,这不包括更多收购导致的稀释,这将(希望)使公司在经济上受益,在这种情况下,它们是受欢迎的。</blockquote></p><p> Finally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.</p><p><blockquote>最后,该公司的资产负债表上没有债务来进一步给其利润带来压力。考虑到丰厚的毛利率,如果该公司追求盈利之路,它不应该努力转型绿色。</blockquote></p><p> When everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.</p><p><blockquote>当一切都考虑在内时,该股很容易吸引更高的估值倍数。我们相信,Skillz 的收入增长率和丰厚的利润率可以轻松支撑 25 左右的市盈率,这表明无论可能的空头挤压情况如何,都有上涨空间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0bd7d35a8374e6800e160c33fa12607a\" tg-width=\"640\" tg-height=\"331\"></p><p><blockquote></blockquote></p><p> <b>The technicals and our play</b></p><p><blockquote><b>技术和我们的比赛</b></blockquote></p><p> Now, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.</p><p><blockquote>现在,让我们转向技术面,结合 Skillz 的增长指标和健康的财务状况,可能会导致短期内兴趣短期下降。</blockquote></p><p> Firstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)</p><p><blockquote>首先,我们选择出售看跌期权,以利用股票的高波动性,这意味着更高的溢价。通过在这里出售看跌期权,我们正在找到(标的股票的)低价和高波动性之间的最佳点(通常,两者之间存在权衡。)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca5826ab6b6cddd6817a265b9bbcc01c\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.</p><p><blockquote>然后我们检查大部分(在这种情况下,所有)主要(技术)框。当然,有人可能会说这些并不能保证什么,但这里的技术看起来确实令人鼓舞。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7748749c82392cdecc305f45b2b008ea\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, we are checking the stock's short interest, which is peaking/has peaked.</p><p><blockquote>然后,我们正在检查该股票的空头兴趣,该兴趣正在见顶/已经见顶。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34ad6765006c4cc62f648a511949788b\" tg-width=\"635\" tg-height=\"419\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:YCharts</span></p></blockquote></p><p> Everything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.</p><p><blockquote>当Reddit大军攻击任何看起来有潜力的东西时,所有这些结合在一起为做空创造了完美的设置。</blockquote></p><p> However, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.</p><p><blockquote>然而,我们始终以额外的安全边际为目标,以降低风险并缩小总回报预期。通过出售看跌期权,我们不会承担任何成本。要么在这些短期期权上获得巨额回报(见下文),要么以较低的价格购买股票,同时提高我们总回报的可预测性。</blockquote></p><p> Here are the possible scenarios out of selling our PUTs:</p><p><blockquote>以下是出售看跌期权的可能情况:</blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d112fde75fe80aa1197e23191c3885f\" tg-width=\"640\" tg-height=\"433\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 07/16/2021 22.50 PUT@$4.20</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1417a9a5e822d9bb64cbf94ac169ab00\" tg-width=\"640\" tg-height=\"430\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></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>Skillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</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\">\nSkillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-17 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Skillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.</li> <li>The company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.</li> <li>Additionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.</li> <li>We are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17fc8399c8d3c4d438768450d993051e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Geber86/E+ via Getty Images</span></p><p><blockquote><ul><li>Skillz 发展迅速,随着公司提高货币化水平并完成对 Aarki 的收购,销售有可能加速。</li><li>该公司享有惊人的利润率,这应该会毫不费力地实现盈利。无论如何,Skillz 有足够的火力来维持几个亏损季度,而不会进行任何稀释。</li><li>此外,在 Reddit 大军积极寻找此类机会之际,根据其技术面,该股处于做空的位置。</li><li>我们正在利用波动性增加和高溢价出售具有巨额回报潜力的看跌期权。</li></ul><p class=\"t-img-caption\"><span>Geber86/E+ 来自盖蒂图片社</span></p></blockquote></p><p> If you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.</p><p><blockquote>如果你最近一直在关注市场新闻,你可能已经注意到了Reddit的华尔街投注社区引发的挤空狂潮。华尔街押注 Redditors 集体大量购买了具有高空头兴趣的股票,将所谓的“模因股票”推向天空甚至更远的地方。</blockquote></p><p> Examples include the following stocks:</p><p><blockquote>示例包括以下股票:</blockquote></p><p> <ul> <li>Bed Bath & Beyond(NASDAQ:BBBY)</li> <li>BlackBerry(NYSE:BB)</li> <li>Virgin Galactic(NYSE:SPCE)</li> <li>Wendy's(NASDAQ:WEN)</li> <li>Rocket Companies(NYSE:RKT)</li> <li>ContextLogic(NASDAQ:WISH)</li> <li>Palantir(NYSE:PLTR)</li> <li>GameStop(NYSE:GME)</li> </ul> In this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.</p><p><blockquote><ul><li>Bed Bath & Beyond(纳斯达克股票代码:BBBY)</li><li>黑莓(纽约证券交易所代码:BB)</li><li>维珍银河(纽约证券交易所股票代码:SPCE)</li><li>温迪餐厅(纳斯达克股票代码:WEN)</li><li>火箭公司(纽约证券交易所股票代码:RKT)</li><li>上下文逻辑(纳斯达克股票代码:WISH)</li><li>帕兰蒂尔(纽约证券交易所股票代码:PLTR)</li><li>游戏驿站(纽约证券交易所代码:GME)</li></ul>在本文中,我们想分享我们对另一只高度做空的股票 Skillz (SKLZ) 的看法,该股票的快速增长和有利的技术指标可能会导致空头挤压。这可能会导致股价在短期内飙升,因为空头出于对潜在更大损失的恐慌而开始购买股票。</blockquote></p><p> The possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.</p><p><blockquote>由于其高空头兴趣,Skillz 可能成为华尔街赌注大军的下一个目标之一,这无疑是一个受欢迎的因素,尽管我们不一定依赖它。</blockquote></p><p> In this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.</p><p><blockquote>在本文中,我们不会深入探讨Skillz的商业模式和不断发展的生态系统,因为许多S.A.作者已经非常详细地解释了该公司的优点。相反,让我们来看看为什么 Skillz 的增长率和技术指标可能会导致空头挤压,以及我们如何建立自己的头寸。</blockquote></p><p> <b>A rapidly growing company</b></p><p><blockquote><b>一家快速发展的公司</b></blockquote></p><p> Skillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.</p><p><blockquote>Skillz 在第一季度又实现了一个季度的强劲表现,实现了连续第 21 个季度的收入增长。该公司的收入同比增长了 92%,主要是由于付费月活跃用户增长了 81%。此外,我们想强调的是,收入增长比 2020 年第一季度 (67%) 要大得多,表明增长有所加速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b50edacf11accd9b32fd5c3dc7b8e15\" tg-width=\"640\" tg-height=\"320\"><span>Source:Q1 Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1演示文稿</span></p></blockquote></p><p> Hence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.</p><p><blockquote>因此,分析师预测的未来几年的收入增长似乎比预期的要黯淡一些。特别是考虑到该公司甚至还没有开始将其非付费用户货币化,如果它决定这样做,这可能会进一步加速收入增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d2f8e90727958c83f790fa5f157ce4\" tg-width=\"640\" tg-height=\"164\"><span>Source:Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> <i>As a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.</i></p><p><blockquote><i>顺便说一句,不将其非付费用户货币化也说明了该公司的两个价值。首先,Skillz 并没有试图在公开上市后立即挤出每一点额外收入来快速打动投资者。其次,该公司优化其营销预算以获取付费用户,而不是安装用户。这与其他通过广告赚钱的移动游戏公司截然不同,这些公司盲目地试图吸引尽可能多的眼球。这告诉我们,公司是长期从事it的,深思熟虑地执行。</i></blockquote></p><p> In any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.</p><p><blockquote>无论如何,根据公司目前的增长轨迹,分析师的预期没有什么意义,我们预计销售增长将更加强劲。此外,当我们考虑到该公司由其超高利润率商业模式驱动的潜在盈利能力时,销售增长变得更加令人兴奋。该公司的毛利率为 94%,这表明随着公司不断扩大规模,拥有充足的利润空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f0ae33838bdd16f867917a1fe90d9c3\" tg-width=\"640\" tg-height=\"315\"><span>Source:Q1 results</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1业绩</span></p></blockquote></p><p></p><p> Finally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.</p><p><blockquote>最后,该公司在本季度末拥有强劲的资产负债表,其中包括 6.13 亿美元的现金。该公司最近还达成协议,以 150 美元的现金和股票收购 Aarki(这也是加速收入增长的另一个催化剂)。因此,即使整个公司仅以现金收购,Skillz 仍然有足够的火药来承受几个季度的亏损(按目前的运营速度计算),而无需筹集额外资金。</blockquote></p><p> We hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.</p><p><blockquote>因此,我们预计不会有任何进一步的稀释,这可能会在额外出售股票的情况下支持空头情况。当然,这不包括更多收购导致的稀释,这将(希望)使公司在经济上受益,在这种情况下,它们是受欢迎的。</blockquote></p><p> Finally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.</p><p><blockquote>最后,该公司的资产负债表上没有债务来进一步给其利润带来压力。考虑到丰厚的毛利率,如果该公司追求盈利之路,它不应该努力转型绿色。</blockquote></p><p> When everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.</p><p><blockquote>当一切都考虑在内时,该股很容易吸引更高的估值倍数。我们相信,Skillz 的收入增长率和丰厚的利润率可以轻松支撑 25 左右的市盈率,这表明无论可能的空头挤压情况如何,都有上涨空间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0bd7d35a8374e6800e160c33fa12607a\" tg-width=\"640\" tg-height=\"331\"></p><p><blockquote></blockquote></p><p> <b>The technicals and our play</b></p><p><blockquote><b>技术和我们的比赛</b></blockquote></p><p> Now, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.</p><p><blockquote>现在,让我们转向技术面,结合 Skillz 的增长指标和健康的财务状况,可能会导致短期内兴趣短期下降。</blockquote></p><p> Firstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)</p><p><blockquote>首先,我们选择出售看跌期权,以利用股票的高波动性,这意味着更高的溢价。通过在这里出售看跌期权,我们正在找到(标的股票的)低价和高波动性之间的最佳点(通常,两者之间存在权衡。)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca5826ab6b6cddd6817a265b9bbcc01c\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.</p><p><blockquote>然后我们检查大部分(在这种情况下,所有)主要(技术)框。当然,有人可能会说这些并不能保证什么,但这里的技术看起来确实令人鼓舞。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7748749c82392cdecc305f45b2b008ea\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, we are checking the stock's short interest, which is peaking/has peaked.</p><p><blockquote>然后,我们正在检查该股票的空头兴趣,该兴趣正在见顶/已经见顶。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34ad6765006c4cc62f648a511949788b\" tg-width=\"635\" tg-height=\"419\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:YCharts</span></p></blockquote></p><p> Everything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.</p><p><blockquote>当Reddit大军攻击任何看起来有潜力的东西时,所有这些结合在一起为做空创造了完美的设置。</blockquote></p><p> However, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.</p><p><blockquote>然而,我们始终以额外的安全边际为目标,以降低风险并缩小总回报预期。通过出售看跌期权,我们不会承担任何成本。要么在这些短期期权上获得巨额回报(见下文),要么以较低的价格购买股票,同时提高我们总回报的可预测性。</blockquote></p><p> Here are the possible scenarios out of selling our PUTs:</p><p><blockquote>以下是出售看跌期权的可能情况:</blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d112fde75fe80aa1197e23191c3885f\" tg-width=\"640\" tg-height=\"433\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 07/16/2021 22.50 PUT@$4.20</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1417a9a5e822d9bb64cbf94ac169ab00\" tg-width=\"640\" tg-height=\"430\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192239171","content_text":"Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.\nThe company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.\nAdditionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.\nWe are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.\n\nGeber86/E+ via Getty Images\nIf you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.\nExamples include the following stocks:\n\nBed Bath & Beyond(NASDAQ:BBBY)\nBlackBerry(NYSE:BB)\nVirgin Galactic(NYSE:SPCE)\nWendy's(NASDAQ:WEN)\nRocket Companies(NYSE:RKT)\nContextLogic(NASDAQ:WISH)\nPalantir(NYSE:PLTR)\nGameStop(NYSE:GME)\n\nIn this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.\nThe possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.\nIn this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.\nA rapidly growing company\nSkillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.\nSource:Q1 Presentation\nHence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.\nSource:Seeking Alpha\nAs a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.\nIn any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.\nSource:Q1 results\nFinally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.\nWe hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.\nFinally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.\nWhen everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.\n\nThe technicals and our play\nNow, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.\nFirstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)\n\nThen we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.\n\nThen, we are checking the stock's short interest, which is peaking/has peaked.\nData byYCharts\nEverything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.\nHowever, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.\nHere are the possible scenarios out of selling our PUTs:\n\nSELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20\n\nSource: Author\n\nSELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50\n\nSource: Author","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181466487,"gmtCreate":1623407743949,"gmtModify":1634033658365,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Not for long","listText":"Not for long","text":"Not for long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181466487","repostId":"1180091968","repostType":4,"repost":{"id":"1180091968","kind":"news","pubTimestamp":1623403203,"share":"https://www.laohunote.com/m/news/1180091968?lang=zh_CN&edition=full","pubTime":"2021-06-11 17:20","market":"us","language":"en","title":"How Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180091968","media":"Seekingalpha","summary":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Down over the past year, shares of Alibaba have not participated with the general rally in the markets.</li> <li>Alibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.</li> <li>The valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.</li> </ul> E-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.</p><p><blockquote><ul><li>在过去一年的下跌中,阿里巴巴-SW的股价没有参与市场的普遍上涨。</li><li>阿里巴巴-SW是一家实力雄厚的企业,拥有加速自由现金流生成和干净的资产负债表。该公司拥有雄厚的财力来继续增长。</li><li>股票交易估值被压缩,但似乎有望反弹。基本面最终会引导股价。</li></ul>在整个疫情,电子商务一直是一个强大的投资主题。虽然许多通过互联网销售的股票一直在蓬勃发展,但中国企业集团阿里巴巴-SW集团控股有限公司(BABA)一直是一个明显的落后者。阿里巴巴-SW股价在过去一年中一直处于亏损状态,而标普500股价则大幅上涨,上涨了 32%。</blockquote></p><p> Alibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.</p><p><blockquote>阿里巴巴-SW陷入了围绕蚂蚁集团及其创始人马云首次公开募股失败的争议。虽然市场关注这些干扰因素,但阿里巴巴-SW的实际基础业务表现良好。凭借强劲的基本面和快速增长的自由现金流,市场开始关注重要的事情只是时间问题……业务。我们将在下面概述我们的投资论点。</blockquote></p><p> <b>Free Cash Flow Growth Is Stellar</b></p><p><blockquote><b>自由现金流增长强劲</b></blockquote></p><p> Alibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.</p><p><blockquote>阿里巴巴-SW是 Seeking Alpha 上经常报道的业务,因此我不会重复有关该业务的基础知识,也不会深入探讨困扰该股的政治争议。相反,我想重点关注阿里巴巴-SW最近遇到的金融拐点。</blockquote></p><p> The company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.</p><p><blockquote>该公司于三月底结束了财年。我们看到的是一个多元化的业务,有几个符合宏观经济趋势的增长部门。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/862988aec2c33c72dc1786de483f952a\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\">source: Alibaba Group Holding Limited</p><p><blockquote>资料来源:阿里巴巴-SW集团控股有限公司</blockquote></p><p> The largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.</p><p><blockquote>当然,最大的收入贡献者是公司的零售业务。虽然其商业部门继续讲述收入增长(2020 年核心商务总收入增长 42%,而公司收入增长 41%),但一些较小的部门正在显示出强劲的增长。</blockquote></p><p> For example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.</p><p><blockquote>例如,阿里巴巴的云计算业务在2020年增长了50%,新零售和直销业务同比增长了94%。最有希望的是,阿里巴巴-SW近年来正在加速自由现金流增长。该公司 2021 年自由现金流为 263.5 亿美元,较 2020 年同比增长 29%。从2019年到2020年,阿里巴巴-SW的自由现金流增长了25%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ba9d4b224eedbd99d8d22f0a2092b204\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\">source: Alibaba Holding Group Limited</p><p><blockquote>资料来源:阿里巴巴-SW控股集团有限公司</blockquote></p><p> With $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.</p><p><blockquote>截至 3 月 31 日,阿里巴巴-SW手头拥有 720 亿美元现金,该业务产生的自由现金流超过 260 亿美元,因此拥有雄厚的财力来发展其不断增长的业务部门,并寻找机会通过并购或其他发展创造新的增长。</blockquote></p><p> <b>How Long Can Alibaba Stay \"Cheap\"?</b></p><p><blockquote><b>阿里巴巴-SW还能“便宜”多久?</b></blockquote></p><p> It's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.</p><p><blockquote>除非你从自由现金流的角度来看,否则很难理解阿里巴巴的股价有多下跌。阿里巴巴-SW目前的 FCF 收益率接近 6%。相比之下,FCF收益率第二高的是亚马逊(AMZN),收益率仅为1.3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3423f615c0dc856b040442e4ff17b78f\" tg-width=\"640\" tg-height=\"521\" referrerpolicy=\"no-referrer\">source: YCharts</p><p><blockquote>资料来源:YCharts</blockquote></p><p> This is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.</p><p><blockquote>尽管阿里巴巴正在加速自由现金流增长并手头拥有大量现金,但这与阿里巴巴的同行群体相比是一个巨大的折扣。由于阿里巴巴-SW是一家健康且不断成长的公司,该股的估值将变得更具吸引力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d76517c900c76b94c5bd4aaf02ec91a\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\">source: Seeking Alpha</p><p><blockquote>来源:Seeking Alpha</blockquote></p><p> The company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.</p><p><blockquote>预计该公司的收入将继续快速增长,未来三年年收入将接近 2100 亿美元。如果我们将公司 24% 的收入转换率应用于自由现金流,那么我们 2024 年的自由现金流将达到 500 亿美元。换句话说,按今天的股价计算,自由现金流收益率为 8.6%。对于一家公司的股票以如此大的规模增长如此迅速的情况来说,这是你通常不会看到的。</blockquote></p><p> The stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.</p><p><blockquote>该股显然因阿里巴巴-SW过去一年面临的一些戏剧性事件以及当前中美之间的一些紧张局势而受到惩罚。这是投资者需要牢记的风险,因为任何事情都可能发生,阿里巴巴-SW可能成为政治冲突的附带损害。然而,如果市场清楚地看到前景充满希望,阿里巴巴-SW可能会积极下调评级。即使阿里巴巴-SW的自由现金流收益率降至 3% 左右,这也意味着股价上涨 46%。这将使阿里巴巴-SW的企业价值超过 8000 亿美元,但我相信该公司肯定能够填补这一空白。</blockquote></p><p> <b>Wrapping Up</b></p><p><blockquote><b>包装</b></blockquote></p><p></p><p> Alibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.</p><p><blockquote>阿里巴巴-SW是一家出色的企业,却陷入了一些政治戏剧。尽管规模庞大,但该公司发展迅速,盈利,并产生大量自由现金流。投资者不能忽视政治风险,但对于勇敢而有耐心的投资者来说,上涨空间是巨大的。</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>How Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</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\">\nHow Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seekingalpha</strong><span class=\"h-time small\">2021-06-11 17:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Down over the past year, shares of Alibaba have not participated with the general rally in the markets.</li> <li>Alibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.</li> <li>The valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.</li> </ul> E-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.</p><p><blockquote><ul><li>在过去一年的下跌中,阿里巴巴-SW的股价没有参与市场的普遍上涨。</li><li>阿里巴巴-SW是一家实力雄厚的企业,拥有加速自由现金流生成和干净的资产负债表。该公司拥有雄厚的财力来继续增长。</li><li>股票交易估值被压缩,但似乎有望反弹。基本面最终会引导股价。</li></ul>在整个疫情,电子商务一直是一个强大的投资主题。虽然许多通过互联网销售的股票一直在蓬勃发展,但中国企业集团阿里巴巴-SW集团控股有限公司(BABA)一直是一个明显的落后者。阿里巴巴-SW股价在过去一年中一直处于亏损状态,而标普500股价则大幅上涨,上涨了 32%。</blockquote></p><p> Alibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.</p><p><blockquote>阿里巴巴-SW陷入了围绕蚂蚁集团及其创始人马云首次公开募股失败的争议。虽然市场关注这些干扰因素,但阿里巴巴-SW的实际基础业务表现良好。凭借强劲的基本面和快速增长的自由现金流,市场开始关注重要的事情只是时间问题……业务。我们将在下面概述我们的投资论点。</blockquote></p><p> <b>Free Cash Flow Growth Is Stellar</b></p><p><blockquote><b>自由现金流增长强劲</b></blockquote></p><p> Alibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.</p><p><blockquote>阿里巴巴-SW是 Seeking Alpha 上经常报道的业务,因此我不会重复有关该业务的基础知识,也不会深入探讨困扰该股的政治争议。相反,我想重点关注阿里巴巴-SW最近遇到的金融拐点。</blockquote></p><p> The company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.</p><p><blockquote>该公司于三月底结束了财年。我们看到的是一个多元化的业务,有几个符合宏观经济趋势的增长部门。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/862988aec2c33c72dc1786de483f952a\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\">source: Alibaba Group Holding Limited</p><p><blockquote>资料来源:阿里巴巴-SW集团控股有限公司</blockquote></p><p> The largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.</p><p><blockquote>当然,最大的收入贡献者是公司的零售业务。虽然其商业部门继续讲述收入增长(2020 年核心商务总收入增长 42%,而公司收入增长 41%),但一些较小的部门正在显示出强劲的增长。</blockquote></p><p> For example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.</p><p><blockquote>例如,阿里巴巴的云计算业务在2020年增长了50%,新零售和直销业务同比增长了94%。最有希望的是,阿里巴巴-SW近年来正在加速自由现金流增长。该公司 2021 年自由现金流为 263.5 亿美元,较 2020 年同比增长 29%。从2019年到2020年,阿里巴巴-SW的自由现金流增长了25%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ba9d4b224eedbd99d8d22f0a2092b204\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\">source: Alibaba Holding Group Limited</p><p><blockquote>资料来源:阿里巴巴-SW控股集团有限公司</blockquote></p><p> With $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.</p><p><blockquote>截至 3 月 31 日,阿里巴巴-SW手头拥有 720 亿美元现金,该业务产生的自由现金流超过 260 亿美元,因此拥有雄厚的财力来发展其不断增长的业务部门,并寻找机会通过并购或其他发展创造新的增长。</blockquote></p><p> <b>How Long Can Alibaba Stay \"Cheap\"?</b></p><p><blockquote><b>阿里巴巴-SW还能“便宜”多久?</b></blockquote></p><p> It's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.</p><p><blockquote>除非你从自由现金流的角度来看,否则很难理解阿里巴巴的股价有多下跌。阿里巴巴-SW目前的 FCF 收益率接近 6%。相比之下,FCF收益率第二高的是亚马逊(AMZN),收益率仅为1.3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3423f615c0dc856b040442e4ff17b78f\" tg-width=\"640\" tg-height=\"521\" referrerpolicy=\"no-referrer\">source: YCharts</p><p><blockquote>资料来源:YCharts</blockquote></p><p> This is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.</p><p><blockquote>尽管阿里巴巴正在加速自由现金流增长并手头拥有大量现金,但这与阿里巴巴的同行群体相比是一个巨大的折扣。由于阿里巴巴-SW是一家健康且不断成长的公司,该股的估值将变得更具吸引力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d76517c900c76b94c5bd4aaf02ec91a\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\">source: Seeking Alpha</p><p><blockquote>来源:Seeking Alpha</blockquote></p><p> The company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.</p><p><blockquote>预计该公司的收入将继续快速增长,未来三年年收入将接近 2100 亿美元。如果我们将公司 24% 的收入转换率应用于自由现金流,那么我们 2024 年的自由现金流将达到 500 亿美元。换句话说,按今天的股价计算,自由现金流收益率为 8.6%。对于一家公司的股票以如此大的规模增长如此迅速的情况来说,这是你通常不会看到的。</blockquote></p><p> The stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.</p><p><blockquote>该股显然因阿里巴巴-SW过去一年面临的一些戏剧性事件以及当前中美之间的一些紧张局势而受到惩罚。这是投资者需要牢记的风险,因为任何事情都可能发生,阿里巴巴-SW可能成为政治冲突的附带损害。然而,如果市场清楚地看到前景充满希望,阿里巴巴-SW可能会积极下调评级。即使阿里巴巴-SW的自由现金流收益率降至 3% 左右,这也意味着股价上涨 46%。这将使阿里巴巴-SW的企业价值超过 8000 亿美元,但我相信该公司肯定能够填补这一空白。</blockquote></p><p> <b>Wrapping Up</b></p><p><blockquote><b>包装</b></blockquote></p><p></p><p> Alibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.</p><p><blockquote>阿里巴巴-SW是一家出色的企业,却陷入了一些政治戏剧。尽管规模庞大,但该公司发展迅速,盈利,并产生大量自由现金流。投资者不能忽视政治风险,但对于勇敢而有耐心的投资者来说,上涨空间是巨大的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap\">Seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180091968","content_text":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in the markets.\nAlibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.\nThe valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.\n\nE-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.\nAlibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.\nFree Cash Flow Growth Is Stellar\nAlibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.\nThe company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.\nsource: Alibaba Group Holding Limited\nThe largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.\nFor example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.\nsource: Alibaba Holding Group Limited\nWith $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.\nHow Long Can Alibaba Stay \"Cheap\"?\nIt's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.\nsource: YCharts\nThis is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.\nsource: Seeking Alpha\nThe company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.\nThe stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.\nWrapping Up\nAlibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181468251,"gmtCreate":1623407715273,"gmtModify":1634033659291,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Highee","listText":"Highee","text":"Highee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181468251","repostId":"1119906239","repostType":4,"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357496086,"gmtCreate":1617288188545,"gmtModify":1634521581634,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Not good not good[可怜] ","listText":"Not good not good[可怜] ","text":"Not good not good[可怜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357496086","repostId":"1150784961","repostType":4,"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354750543,"gmtCreate":1617202527182,"gmtModify":1634522070530,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Not surprisingly","listText":"Not surprisingly","text":"Not surprisingly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354750543","repostId":"1181282052","repostType":4,"repost":{"id":"1181282052","kind":"news","pubTimestamp":1617200948,"share":"https://www.laohunote.com/m/news/1181282052?lang=zh_CN&edition=full","pubTime":"2021-03-31 22:29","market":"fut","language":"en","title":"OPEC+ Sees Slower Oil Demand Recovery Amid New Lockdowns<blockquote>由于新的封锁,OPEC+ 预计石油需求复苏放缓</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181282052","media":"Oilprice","summary":"An OPEC+ panel advising the group has revised down its global oil demand forecast for 2021 by 300,00","content":"<p><div> An OPEC+ panel advising the group has revised down its global oil demand forecast for 2021 by 300,000 barrels per day (bpd) in light of the renewed lockdowns in Europe amid a third wave of the ...</p><p><blockquote><div>鉴于欧洲在第三波……期间重新实施封锁,为该组织提供咨询的欧佩克+小组将2021年全球石油需求预测下调了30万桶/日。</div></blockquote></p><p> <a href=\"https://oilprice.com/Energy/Crude-Oil/OPEC-Sees-Slower-Oil-Demand-Recovery-Amid-New-Lockdowns.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://oilprice.com/Energy/Crude-Oil/OPEC-Sees-Slower-Oil-Demand-Recovery-Amid-New-Lockdowns.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1606109400967","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>OPEC+ Sees Slower Oil Demand Recovery Amid New Lockdowns<blockquote>由于新的封锁,OPEC+ 预计石油需求复苏放缓</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\">\nOPEC+ Sees Slower Oil Demand Recovery Amid New Lockdowns<blockquote>由于新的封锁,OPEC+ 预计石油需求复苏放缓</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Oilprice</strong><span class=\"h-time small\">2021-03-31 22:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> An OPEC+ panel advising the group has revised down its global oil demand forecast for 2021 by 300,000 barrels per day (bpd) in light of the renewed lockdowns in Europe amid a third wave of the ...</p><p><blockquote><div>鉴于欧洲在第三波……期间重新实施封锁,为该组织提供咨询的欧佩克+小组将2021年全球石油需求预测下调了30万桶/日。</div></blockquote></p><p> <a href=\"https://oilprice.com/Energy/Crude-Oil/OPEC-Sees-Slower-Oil-Demand-Recovery-Amid-New-Lockdowns.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://oilprice.com/Energy/Crude-Oil/OPEC-Sees-Slower-Oil-Demand-Recovery-Amid-New-Lockdowns.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://oilprice.com/Energy/Crude-Oil/OPEC-Sees-Slower-Oil-Demand-Recovery-Amid-New-Lockdowns.html\">Oilprice</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":"https://static.tigerbbs.com/50ab1228da008e61faa75a03abe0e560","relate_stocks":{},"source_url":"https://oilprice.com/Energy/Crude-Oil/OPEC-Sees-Slower-Oil-Demand-Recovery-Amid-New-Lockdowns.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181282052","content_text":"An OPEC+ panel advising the group has revised down its global oil demand forecast for 2021 by 300,000 barrels per day (bpd) in light of the renewed lockdowns in Europe amid a third wave of the pandemic, Reutersreportedon Wednesday, citing a report from the Joint Technical Committee (JTC) it had seen.The committeemeton Tuesday, beginning the monthly OPEC+ meetings that are expected to decide how the alliance will proceed with the production cuts in May.“The most recent edition of OPEC’s Monthly Oil Market Report projecting growth of 5.1 per cent in 2021, while world oil demand is estimated to rise by 5.9 mb/d,” OPEC said at the end of the meeting.But the JTC’s base-case scenario, according to the report Reuters has seen, now forecasts demand growth of 5.6 million bpd, down by 300,000 bpd.Global oil supply, on the other hand, is set to rise by 1.6 million bpd this year, the JTC now expects. This is 200,000 bpd higher than its previous supply growth estimate.At the JTC meeting, OPEC Secretary General Mohammad Barkindo “expressed cautious optimism about the positive trajectory of the recovery in the oil market and global economy,” OPECsaid.One of the Arab Gulf members of OPEC, Kuwait, alsosaidon Wednesday that it was “cautiously optimistic” about global oil demand growth this year, its Oil Minister, Mohammad Abdulatif al-Fares, said, as per Kuwait’s state news agency KUNA. Kuwait reiterated its full support to OPEC+ efforts to rebalance the market, the minister added.The “cautious optimism” messages coming from OPEC and the OPEC+ group this week suggest that the group is more likely than not to roll over the current cuts into May, analysts say.Russia is reportedly favoring a rollover of the alliance’s oil production cuts, but it is seeking a slight increase for itself to meet higher domestic seasonal demand, a source with knowledge of Moscow’s plans told Reuters on Monday.OPEC’s top producer and de facto leader, Saudi Arabia, is also reportedly ready to extend current OPEC+ production cuts over May and June and also keep cutting 1 million bpd in oil output unilaterally, according to an unnamed source who spoke to Reuters.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354724487,"gmtCreate":1617202452449,"gmtModify":1634522071680,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354724487","repostId":"1189008192","repostType":4,"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359405626,"gmtCreate":1616417993965,"gmtModify":1634525955261,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CLWD\">$CloudCommerce, Inc.(CLWD)$</a>where are we heading to.. [喷血] ","listText":"<a href=\"https://laohu8.com/S/CLWD\">$CloudCommerce, Inc.(CLWD)$</a>where are we heading to.. [喷血] ","text":"$CloudCommerce, Inc.(CLWD)$where are we heading to.. [喷血]","images":[{"img":"https://static.tigerbbs.com/382d7cf9a9ab384119eefd7e8217df26","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359405626","isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359402378,"gmtCreate":1616417906094,"gmtModify":1634525956065,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Ok. Ark seemed to be resting at the support line. ","listText":"Ok. Ark seemed to be resting at the support line. ","text":"Ok. Ark seemed to be resting at the support line.","images":[{"img":"https://static.tigerbbs.com/93b04b15fa5bd808113cb0243a0ddb3f","width":"1080","height":"3149"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359402378","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359542824,"gmtCreate":1616416449868,"gmtModify":1631889394244,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBBT\">$Cerebain Biotech Corp.(CBBT)$</a>upset...","listText":"<a href=\"https://laohu8.com/S/CBBT\">$Cerebain Biotech Corp.(CBBT)$</a>upset...","text":"$Cerebain Biotech Corp.(CBBT)$upset...","images":[{"img":"https://static.tigerbbs.com/ba2afec66f76c42a73b056d231ae5683","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359542824","isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322408833,"gmtCreate":1615818846022,"gmtModify":1703493560168,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBBT\">$Cerebain Biotech Corp.(CBBT)$</a>sigh... Why why why!","listText":"<a href=\"https://laohu8.com/S/CBBT\">$Cerebain Biotech Corp.(CBBT)$</a>sigh... Why why why!","text":"$Cerebain Biotech Corp.(CBBT)$sigh... Why why why!","images":[{"img":"https://static.tigerbbs.com/1eb461f66d0d9f3221fe83337da60c55","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322408833","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328799118,"gmtCreate":1615557882034,"gmtModify":1703490885721,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Lets see some moves","listText":"Lets see some moves","text":"Lets see some moves","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328799118","repostId":"2118968478","repostType":4,"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328663884,"gmtCreate":1615521143548,"gmtModify":1703490371226,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Why is it so slow? The rest have moved..","listText":"Why is it so slow? The rest have moved..","text":"Why is it so slow? The rest have moved..","images":[{"img":"https://static.tigerbbs.com/b0c51222a651fd215f54b2b0476814b0","width":"1080","height":"3149"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328663884","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321552206,"gmtCreate":1615455208705,"gmtModify":1703489264650,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a> are you moving soon?","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a> are you moving soon?","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$ are you moving soon?","images":[{"img":"https://static.tigerbbs.com/4d2f3380c84ef840a17db6e8ded17259","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321552206","isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321562347,"gmtCreate":1615453868689,"gmtModify":1703489235733,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Moving!","listText":"Moving!","text":"Moving!","images":[{"img":"https://static.tigerbbs.com/aba412c8f9459c23be529709a51d0f67","width":"1080","height":"2384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321562347","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321568650,"gmtCreate":1615453744170,"gmtModify":1703489233999,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Up up up!","listText":"Up up up!","text":"Up up up!","images":[{"img":"https://static.tigerbbs.com/3c04ae1d5c3f8214e74c7b89fd3f2830","width":"1080","height":"1129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321568650","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320919142,"gmtCreate":1614998439686,"gmtModify":1703484091085,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"This is a mental month. Requires mental strength.","listText":"This is a mental month. Requires mental strength.","text":"This is a mental month. Requires mental strength.","images":[{"img":"https://static.tigerbbs.com/3c6486b43bf5964c3d29ff54463983f6","width":"1401","height":"778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320919142","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":125418630,"gmtCreate":1624685441220,"gmtModify":1633949574924,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[看跌] ","listText":"[看跌] ","text":"[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125418630","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624680481,"share":"https://www.laohunote.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126371740,"gmtCreate":1624546084080,"gmtModify":1634004556674,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126371740","repostId":"1120000038","repostType":4,"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354724487,"gmtCreate":1617202452449,"gmtModify":1634522071680,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354724487","repostId":"1189008192","repostType":4,"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151188569,"gmtCreate":1625067601451,"gmtModify":1633945193295,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[看涨] [看涨] [看涨] [看涨] [看涨] ","listText":"[看涨] [看涨] [看涨] [看涨] [看涨] ","text":"[看涨] [看涨] [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151188569","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://www.laohunote.com/m/news/1121473384?lang=zh_CN&edition=full","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker <b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>(纽约证券交易所股票代码:NIO)在周三早盘交易中走高,此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35,蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元,同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.</p><p><blockquote>Chung 写道,他预计蔚来 6 月份将报告“强劲的出货量”,他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车,高于他之前预计的 90,000 辆,并上调了 2022 年和 2024 年的预测,同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量,这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引,评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底,尽管电脑芯片短缺导致生产中断,但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗?我认为这是可能的,但考虑到持续的芯片短缺问题,不太可能。然而,如果其 6 月份的业绩使其第二季度总额处于指导范围的高端,我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-30 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker <b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>(纽约证券交易所股票代码:NIO)在周三早盘交易中走高,此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35,蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元,同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.</p><p><blockquote>Chung 写道,他预计蔚来 6 月份将报告“强劲的出货量”,他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车,高于他之前预计的 90,000 辆,并上调了 2022 年和 2024 年的预测,同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量,这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引,评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底,尽管电脑芯片短缺导致生产中断,但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗?我认为这是可能的,但考虑到持续的芯片短缺问题,不太可能。然而,如果其 6 月份的业绩使其第二季度总额处于指导范围的高端,我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125411422,"gmtCreate":1624685396066,"gmtModify":1633949575512,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Coming off","listText":"Coming off","text":"Coming off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125411422","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624680481,"share":"https://www.laohunote.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359405626,"gmtCreate":1616417993965,"gmtModify":1634525955261,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CLWD\">$CloudCommerce, Inc.(CLWD)$</a>where are we heading to.. [喷血] ","listText":"<a href=\"https://laohu8.com/S/CLWD\">$CloudCommerce, Inc.(CLWD)$</a>where are we heading to.. [喷血] ","text":"$CloudCommerce, Inc.(CLWD)$where are we heading to.. [喷血]","images":[{"img":"https://static.tigerbbs.com/382d7cf9a9ab384119eefd7e8217df26","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359405626","isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359542824,"gmtCreate":1616416449868,"gmtModify":1631889394244,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBBT\">$Cerebain Biotech Corp.(CBBT)$</a>upset...","listText":"<a href=\"https://laohu8.com/S/CBBT\">$Cerebain Biotech Corp.(CBBT)$</a>upset...","text":"$Cerebain Biotech Corp.(CBBT)$upset...","images":[{"img":"https://static.tigerbbs.com/ba2afec66f76c42a73b056d231ae5683","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359542824","isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321552206,"gmtCreate":1615455208705,"gmtModify":1703489264650,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a> are you moving soon?","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a> are you moving soon?","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$ are you moving soon?","images":[{"img":"https://static.tigerbbs.com/4d2f3380c84ef840a17db6e8ded17259","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321552206","isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161819381,"gmtCreate":1623916882643,"gmtModify":1634025910299,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161819381","repostId":"1192239171","repostType":4,"repost":{"id":"1192239171","kind":"news","pubTimestamp":1623896975,"share":"https://www.laohunote.com/m/news/1192239171?lang=zh_CN&edition=full","pubTime":"2021-06-17 10:29","market":"us","language":"en","title":"Skillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192239171","media":"seekingalpha","summary":"Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhanc","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Skillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.</li> <li>The company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.</li> <li>Additionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.</li> <li>We are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17fc8399c8d3c4d438768450d993051e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Geber86/E+ via Getty Images</span></p><p><blockquote><ul><li>Skillz 发展迅速,随着公司提高货币化水平并完成对 Aarki 的收购,销售有可能加速。</li><li>该公司享有惊人的利润率,这应该会毫不费力地实现盈利。无论如何,Skillz 有足够的火力来维持几个亏损季度,而不会进行任何稀释。</li><li>此外,在 Reddit 大军积极寻找此类机会之际,根据其技术面,该股处于做空的位置。</li><li>我们正在利用波动性增加和高溢价出售具有巨额回报潜力的看跌期权。</li></ul><p class=\"t-img-caption\"><span>Geber86/E+ 来自盖蒂图片社</span></p></blockquote></p><p> If you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.</p><p><blockquote>如果你最近一直在关注市场新闻,你可能已经注意到了Reddit的华尔街投注社区引发的挤空狂潮。华尔街押注 Redditors 集体大量购买了具有高空头兴趣的股票,将所谓的“模因股票”推向天空甚至更远的地方。</blockquote></p><p> Examples include the following stocks:</p><p><blockquote>示例包括以下股票:</blockquote></p><p> <ul> <li>Bed Bath & Beyond(NASDAQ:BBBY)</li> <li>BlackBerry(NYSE:BB)</li> <li>Virgin Galactic(NYSE:SPCE)</li> <li>Wendy's(NASDAQ:WEN)</li> <li>Rocket Companies(NYSE:RKT)</li> <li>ContextLogic(NASDAQ:WISH)</li> <li>Palantir(NYSE:PLTR)</li> <li>GameStop(NYSE:GME)</li> </ul> In this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.</p><p><blockquote><ul><li>Bed Bath & Beyond(纳斯达克股票代码:BBBY)</li><li>黑莓(纽约证券交易所代码:BB)</li><li>维珍银河(纽约证券交易所股票代码:SPCE)</li><li>温迪餐厅(纳斯达克股票代码:WEN)</li><li>火箭公司(纽约证券交易所股票代码:RKT)</li><li>上下文逻辑(纳斯达克股票代码:WISH)</li><li>帕兰蒂尔(纽约证券交易所股票代码:PLTR)</li><li>游戏驿站(纽约证券交易所代码:GME)</li></ul>在本文中,我们想分享我们对另一只高度做空的股票 Skillz (SKLZ) 的看法,该股票的快速增长和有利的技术指标可能会导致空头挤压。这可能会导致股价在短期内飙升,因为空头出于对潜在更大损失的恐慌而开始购买股票。</blockquote></p><p> The possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.</p><p><blockquote>由于其高空头兴趣,Skillz 可能成为华尔街赌注大军的下一个目标之一,这无疑是一个受欢迎的因素,尽管我们不一定依赖它。</blockquote></p><p> In this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.</p><p><blockquote>在本文中,我们不会深入探讨Skillz的商业模式和不断发展的生态系统,因为许多S.A.作者已经非常详细地解释了该公司的优点。相反,让我们来看看为什么 Skillz 的增长率和技术指标可能会导致空头挤压,以及我们如何建立自己的头寸。</blockquote></p><p> <b>A rapidly growing company</b></p><p><blockquote><b>一家快速发展的公司</b></blockquote></p><p> Skillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.</p><p><blockquote>Skillz 在第一季度又实现了一个季度的强劲表现,实现了连续第 21 个季度的收入增长。该公司的收入同比增长了 92%,主要是由于付费月活跃用户增长了 81%。此外,我们想强调的是,收入增长比 2020 年第一季度 (67%) 要大得多,表明增长有所加速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b50edacf11accd9b32fd5c3dc7b8e15\" tg-width=\"640\" tg-height=\"320\"><span>Source:Q1 Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1演示文稿</span></p></blockquote></p><p> Hence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.</p><p><blockquote>因此,分析师预测的未来几年的收入增长似乎比预期的要黯淡一些。特别是考虑到该公司甚至还没有开始将其非付费用户货币化,如果它决定这样做,这可能会进一步加速收入增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d2f8e90727958c83f790fa5f157ce4\" tg-width=\"640\" tg-height=\"164\"><span>Source:Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> <i>As a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.</i></p><p><blockquote><i>顺便说一句,不将其非付费用户货币化也说明了该公司的两个价值。首先,Skillz 并没有试图在公开上市后立即挤出每一点额外收入来快速打动投资者。其次,该公司优化其营销预算以获取付费用户,而不是安装用户。这与其他通过广告赚钱的移动游戏公司截然不同,这些公司盲目地试图吸引尽可能多的眼球。这告诉我们,公司是长期从事it的,深思熟虑地执行。</i></blockquote></p><p> In any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.</p><p><blockquote>无论如何,根据公司目前的增长轨迹,分析师的预期没有什么意义,我们预计销售增长将更加强劲。此外,当我们考虑到该公司由其超高利润率商业模式驱动的潜在盈利能力时,销售增长变得更加令人兴奋。该公司的毛利率为 94%,这表明随着公司不断扩大规模,拥有充足的利润空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f0ae33838bdd16f867917a1fe90d9c3\" tg-width=\"640\" tg-height=\"315\"><span>Source:Q1 results</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1业绩</span></p></blockquote></p><p></p><p> Finally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.</p><p><blockquote>最后,该公司在本季度末拥有强劲的资产负债表,其中包括 6.13 亿美元的现金。该公司最近还达成协议,以 150 美元的现金和股票收购 Aarki(这也是加速收入增长的另一个催化剂)。因此,即使整个公司仅以现金收购,Skillz 仍然有足够的火药来承受几个季度的亏损(按目前的运营速度计算),而无需筹集额外资金。</blockquote></p><p> We hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.</p><p><blockquote>因此,我们预计不会有任何进一步的稀释,这可能会在额外出售股票的情况下支持空头情况。当然,这不包括更多收购导致的稀释,这将(希望)使公司在经济上受益,在这种情况下,它们是受欢迎的。</blockquote></p><p> Finally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.</p><p><blockquote>最后,该公司的资产负债表上没有债务来进一步给其利润带来压力。考虑到丰厚的毛利率,如果该公司追求盈利之路,它不应该努力转型绿色。</blockquote></p><p> When everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.</p><p><blockquote>当一切都考虑在内时,该股很容易吸引更高的估值倍数。我们相信,Skillz 的收入增长率和丰厚的利润率可以轻松支撑 25 左右的市盈率,这表明无论可能的空头挤压情况如何,都有上涨空间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0bd7d35a8374e6800e160c33fa12607a\" tg-width=\"640\" tg-height=\"331\"></p><p><blockquote></blockquote></p><p> <b>The technicals and our play</b></p><p><blockquote><b>技术和我们的比赛</b></blockquote></p><p> Now, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.</p><p><blockquote>现在,让我们转向技术面,结合 Skillz 的增长指标和健康的财务状况,可能会导致短期内兴趣短期下降。</blockquote></p><p> Firstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)</p><p><blockquote>首先,我们选择出售看跌期权,以利用股票的高波动性,这意味着更高的溢价。通过在这里出售看跌期权,我们正在找到(标的股票的)低价和高波动性之间的最佳点(通常,两者之间存在权衡。)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca5826ab6b6cddd6817a265b9bbcc01c\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.</p><p><blockquote>然后我们检查大部分(在这种情况下,所有)主要(技术)框。当然,有人可能会说这些并不能保证什么,但这里的技术看起来确实令人鼓舞。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7748749c82392cdecc305f45b2b008ea\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, we are checking the stock's short interest, which is peaking/has peaked.</p><p><blockquote>然后,我们正在检查该股票的空头兴趣,该兴趣正在见顶/已经见顶。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34ad6765006c4cc62f648a511949788b\" tg-width=\"635\" tg-height=\"419\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:YCharts</span></p></blockquote></p><p> Everything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.</p><p><blockquote>当Reddit大军攻击任何看起来有潜力的东西时,所有这些结合在一起为做空创造了完美的设置。</blockquote></p><p> However, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.</p><p><blockquote>然而,我们始终以额外的安全边际为目标,以降低风险并缩小总回报预期。通过出售看跌期权,我们不会承担任何成本。要么在这些短期期权上获得巨额回报(见下文),要么以较低的价格购买股票,同时提高我们总回报的可预测性。</blockquote></p><p> Here are the possible scenarios out of selling our PUTs:</p><p><blockquote>以下是出售看跌期权的可能情况:</blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d112fde75fe80aa1197e23191c3885f\" tg-width=\"640\" tg-height=\"433\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 07/16/2021 22.50 PUT@$4.20</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1417a9a5e822d9bb64cbf94ac169ab00\" tg-width=\"640\" tg-height=\"430\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></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>Skillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</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\">\nSkillz Is Likely To Be On The Reddit Menu<blockquote>Skillz 可能会出现在 Reddit 菜单上</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-17 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Skillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.</li> <li>The company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.</li> <li>Additionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.</li> <li>We are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17fc8399c8d3c4d438768450d993051e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Geber86/E+ via Getty Images</span></p><p><blockquote><ul><li>Skillz 发展迅速,随着公司提高货币化水平并完成对 Aarki 的收购,销售有可能加速。</li><li>该公司享有惊人的利润率,这应该会毫不费力地实现盈利。无论如何,Skillz 有足够的火力来维持几个亏损季度,而不会进行任何稀释。</li><li>此外,在 Reddit 大军积极寻找此类机会之际,根据其技术面,该股处于做空的位置。</li><li>我们正在利用波动性增加和高溢价出售具有巨额回报潜力的看跌期权。</li></ul><p class=\"t-img-caption\"><span>Geber86/E+ 来自盖蒂图片社</span></p></blockquote></p><p> If you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.</p><p><blockquote>如果你最近一直在关注市场新闻,你可能已经注意到了Reddit的华尔街投注社区引发的挤空狂潮。华尔街押注 Redditors 集体大量购买了具有高空头兴趣的股票,将所谓的“模因股票”推向天空甚至更远的地方。</blockquote></p><p> Examples include the following stocks:</p><p><blockquote>示例包括以下股票:</blockquote></p><p> <ul> <li>Bed Bath & Beyond(NASDAQ:BBBY)</li> <li>BlackBerry(NYSE:BB)</li> <li>Virgin Galactic(NYSE:SPCE)</li> <li>Wendy's(NASDAQ:WEN)</li> <li>Rocket Companies(NYSE:RKT)</li> <li>ContextLogic(NASDAQ:WISH)</li> <li>Palantir(NYSE:PLTR)</li> <li>GameStop(NYSE:GME)</li> </ul> In this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.</p><p><blockquote><ul><li>Bed Bath & Beyond(纳斯达克股票代码:BBBY)</li><li>黑莓(纽约证券交易所代码:BB)</li><li>维珍银河(纽约证券交易所股票代码:SPCE)</li><li>温迪餐厅(纳斯达克股票代码:WEN)</li><li>火箭公司(纽约证券交易所股票代码:RKT)</li><li>上下文逻辑(纳斯达克股票代码:WISH)</li><li>帕兰蒂尔(纽约证券交易所股票代码:PLTR)</li><li>游戏驿站(纽约证券交易所代码:GME)</li></ul>在本文中,我们想分享我们对另一只高度做空的股票 Skillz (SKLZ) 的看法,该股票的快速增长和有利的技术指标可能会导致空头挤压。这可能会导致股价在短期内飙升,因为空头出于对潜在更大损失的恐慌而开始购买股票。</blockquote></p><p> The possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.</p><p><blockquote>由于其高空头兴趣,Skillz 可能成为华尔街赌注大军的下一个目标之一,这无疑是一个受欢迎的因素,尽管我们不一定依赖它。</blockquote></p><p> In this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.</p><p><blockquote>在本文中,我们不会深入探讨Skillz的商业模式和不断发展的生态系统,因为许多S.A.作者已经非常详细地解释了该公司的优点。相反,让我们来看看为什么 Skillz 的增长率和技术指标可能会导致空头挤压,以及我们如何建立自己的头寸。</blockquote></p><p> <b>A rapidly growing company</b></p><p><blockquote><b>一家快速发展的公司</b></blockquote></p><p> Skillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.</p><p><blockquote>Skillz 在第一季度又实现了一个季度的强劲表现,实现了连续第 21 个季度的收入增长。该公司的收入同比增长了 92%,主要是由于付费月活跃用户增长了 81%。此外,我们想强调的是,收入增长比 2020 年第一季度 (67%) 要大得多,表明增长有所加速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b50edacf11accd9b32fd5c3dc7b8e15\" tg-width=\"640\" tg-height=\"320\"><span>Source:Q1 Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1演示文稿</span></p></blockquote></p><p> Hence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.</p><p><blockquote>因此,分析师预测的未来几年的收入增长似乎比预期的要黯淡一些。特别是考虑到该公司甚至还没有开始将其非付费用户货币化,如果它决定这样做,这可能会进一步加速收入增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65d2f8e90727958c83f790fa5f157ce4\" tg-width=\"640\" tg-height=\"164\"><span>Source:Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Seeking Alpha</span></p></blockquote></p><p> <i>As a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.</i></p><p><blockquote><i>顺便说一句,不将其非付费用户货币化也说明了该公司的两个价值。首先,Skillz 并没有试图在公开上市后立即挤出每一点额外收入来快速打动投资者。其次,该公司优化其营销预算以获取付费用户,而不是安装用户。这与其他通过广告赚钱的移动游戏公司截然不同,这些公司盲目地试图吸引尽可能多的眼球。这告诉我们,公司是长期从事it的,深思熟虑地执行。</i></blockquote></p><p> In any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.</p><p><blockquote>无论如何,根据公司目前的增长轨迹,分析师的预期没有什么意义,我们预计销售增长将更加强劲。此外,当我们考虑到该公司由其超高利润率商业模式驱动的潜在盈利能力时,销售增长变得更加令人兴奋。该公司的毛利率为 94%,这表明随着公司不断扩大规模,拥有充足的利润空间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f0ae33838bdd16f867917a1fe90d9c3\" tg-width=\"640\" tg-height=\"315\"><span>Source:Q1 results</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Q1业绩</span></p></blockquote></p><p></p><p> Finally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.</p><p><blockquote>最后,该公司在本季度末拥有强劲的资产负债表,其中包括 6.13 亿美元的现金。该公司最近还达成协议,以 150 美元的现金和股票收购 Aarki(这也是加速收入增长的另一个催化剂)。因此,即使整个公司仅以现金收购,Skillz 仍然有足够的火药来承受几个季度的亏损(按目前的运营速度计算),而无需筹集额外资金。</blockquote></p><p> We hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.</p><p><blockquote>因此,我们预计不会有任何进一步的稀释,这可能会在额外出售股票的情况下支持空头情况。当然,这不包括更多收购导致的稀释,这将(希望)使公司在经济上受益,在这种情况下,它们是受欢迎的。</blockquote></p><p> Finally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.</p><p><blockquote>最后,该公司的资产负债表上没有债务来进一步给其利润带来压力。考虑到丰厚的毛利率,如果该公司追求盈利之路,它不应该努力转型绿色。</blockquote></p><p> When everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.</p><p><blockquote>当一切都考虑在内时,该股很容易吸引更高的估值倍数。我们相信,Skillz 的收入增长率和丰厚的利润率可以轻松支撑 25 左右的市盈率,这表明无论可能的空头挤压情况如何,都有上涨空间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0bd7d35a8374e6800e160c33fa12607a\" tg-width=\"640\" tg-height=\"331\"></p><p><blockquote></blockquote></p><p> <b>The technicals and our play</b></p><p><blockquote><b>技术和我们的比赛</b></blockquote></p><p> Now, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.</p><p><blockquote>现在,让我们转向技术面,结合 Skillz 的增长指标和健康的财务状况,可能会导致短期内兴趣短期下降。</blockquote></p><p> Firstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)</p><p><blockquote>首先,我们选择出售看跌期权,以利用股票的高波动性,这意味着更高的溢价。通过在这里出售看跌期权,我们正在找到(标的股票的)低价和高波动性之间的最佳点(通常,两者之间存在权衡。)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca5826ab6b6cddd6817a265b9bbcc01c\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.</p><p><blockquote>然后我们检查大部分(在这种情况下,所有)主要(技术)框。当然,有人可能会说这些并不能保证什么,但这里的技术看起来确实令人鼓舞。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7748749c82392cdecc305f45b2b008ea\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, we are checking the stock's short interest, which is peaking/has peaked.</p><p><blockquote>然后,我们正在检查该股票的空头兴趣,该兴趣正在见顶/已经见顶。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34ad6765006c4cc62f648a511949788b\" tg-width=\"635\" tg-height=\"419\"><span>Data byYCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源:YCharts</span></p></blockquote></p><p> Everything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.</p><p><blockquote>当Reddit大军攻击任何看起来有潜力的东西时,所有这些结合在一起为做空创造了完美的设置。</blockquote></p><p> However, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.</p><p><blockquote>然而,我们始终以额外的安全边际为目标,以降低风险并缩小总回报预期。通过出售看跌期权,我们不会承担任何成本。要么在这些短期期权上获得巨额回报(见下文),要么以较低的价格购买股票,同时提高我们总回报的可预测性。</blockquote></p><p> Here are the possible scenarios out of selling our PUTs:</p><p><blockquote>以下是出售看跌期权的可能情况:</blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d112fde75fe80aa1197e23191c3885f\" tg-width=\"640\" tg-height=\"433\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 07/16/2021 22.50 PUT@$4.20</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> <ul> <li><b>SELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1417a9a5e822d9bb64cbf94ac169ab00\" tg-width=\"640\" tg-height=\"430\"><span>Source: Author</span></p><p><blockquote><ul><li><b>卖出(开盘)SKLZ 08/20/2021 22.50 PUT @ $5.50</b></li></ul><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4435106-skillz-stock-sklz-likely-on-reddit-menu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192239171","content_text":"Summary\n\nSkillz is growing rapidly, with the potential for sales to accelerate as the company enhances monetization and completes the Aarki acquisition.\nThe company enjoys fantastic margins which should lead to profitability without much struggle. Skillz has enough firepower to sustain several money-losing quarters without any dilution, regardless.\nAdditionally, the stock is position greatly for a short squeeze based on its technicals, at a time when the Reddit army is actively looking for such opportunities.\nWe are taking advantage of the increased volatility and high premiums to sell PUTs with the potential for massive returns.\n\nGeber86/E+ via Getty Images\nIf you have been paying attention to market news lately, you may have noticed the short squeeze frenzy caused by Reddit's Wall Street Bets community. Wall St. Bets Redditors have collectively bought stocks featuring a high short interest in bulk, shooting the so-called \"meme stocks\" to the skies and beyond.\nExamples include the following stocks:\n\nBed Bath & Beyond(NASDAQ:BBBY)\nBlackBerry(NYSE:BB)\nVirgin Galactic(NYSE:SPCE)\nWendy's(NASDAQ:WEN)\nRocket Companies(NYSE:RKT)\nContextLogic(NASDAQ:WISH)\nPalantir(NYSE:PLTR)\nGameStop(NYSE:GME)\n\nIn this article, we want to share our thoughts on another highly shorted stock, Skillz (SKLZ), whose rapid growth and favorable technical indicators are likely to cause a short squeeze. This could send shares soaring in the short term as shorts begin purchasing stock in the panic of potentially higher losses.\nThe possibility that Skillz may become one of the next targets of the Wall Street Bets army due to its high short interest is certainly a welcome factor, though not one we necessarily rely on it.\nIn this article, we won't go through Skillz's business model and growing ecosystem as many S.A. authors have already sufficiently explained the company's merits with great detail. Instead, let's examine why Skillz's growth rates and technical indicators are likely to cause a short squeeze and how we have set up our own position.\nA rapidly growing company\nSkillz deliveredanother quarter of strong performance in Q1, achieving its 21st consecutive quarter of revenue growth. The company generated 92% of revenue growth year-over-year, primarily as a result of 81% growth in paying monthly active users. In addition, we want to highlight that revenue growth was much more substantial than the one achieved in Q1-2020 (67%), suggesting an acceleration.\nSource:Q1 Presentation\nHence, the revenue growth projected by analysts over the next couple of years seems a bit gloomier than it should. Especially considering that the company has not even begun monetizing its non-paying users, which could accelerate revenue growth further if it decided to do so.\nSource:Seeking Alpha\nAs a side note, not monetizing its non-paying users also speaks of two qualities by the company worth. First, Skillz does not attempt to squeeze every bit of extra revenue immediately after its public listing to impress investors quickly. Secondly, the companyoptimizesits marketing budget to acquire paying users, not installs. This is very distinct from other mobile gaming companies that monetize via advertising, mindlessly trying to attract the largest number of eyeballs possible. This tells us that the company is in it for the long term, executing thoughtfully.\nIn any case, analyst expectations make little sense based on the company's current growth trajectory, and we expect sales growth to be more substantial. Moreover, sales growth becomes even more exciting when we consider the company's potential profitability powered by its ultra high-margin business model. The company enjoys gross margins of 94%, which indicates plenty of room for a rich bottom line as the company continues to scale.\nSource:Q1 results\nFinally, the company ended the quarter with a strong balance sheet, including $613 million of cash. The company also recently struck a deal to acquire Aarki for $150 in cash and stock (another catalyst for accelerated revenue growth) as well). Thus, even if the whole company was to be acquired in cash only, Skillz would still have enough gun powder to sustain several quarters of losses (at its current run rate) without the need to raise extra funds.\nWe hence don't expect any further dilution, which could support the short case amid the additional sale of shares. This, of course, does not include dilution resulting from more acquisitions, which are going to (hopefully) benefit the company financially, and in which case they are welcome.\nFinally, the company has no debt on its balance sheet to pressure its bottom line further. Considering the fat gross margins, it should not struggle to turn green if the company pursues the profitability road.\nWhen everything is taken into consideration, the stock could easily attract a higher valuation multiple. We believe that Skillz's revenue growth rate and juicy margins could easily support a P/S ratio of around 25, suggesting upside regardless of a possible short squeeze scenario.\n\nThe technicals and our play\nNow, let's move to the technicals, which, combined with Skillz's growth metrics and healthy financials, could result in a short interest decline in the short term.\nFirstly, we chose to sell PUTs to take advantage of the stock's high volatility, which translates to higher premiums. By selling PUTs here, we are finding the optimum point between a low price (of the underlying stock) and the high volatility (normally, there is a trade-off between the two.)\n\nThen we are checking most (in this case, all) the main (technical) boxes. One could argue that these don't guarantee anything, of course, but the technicals here are surely looking encouraging.\n\nThen, we are checking the stock's short interest, which is peaking/has peaked.\nData byYCharts\nEverything combined creates the perfect setup for a short squeeze at a time when the Reddit army is attacking anything that looks like a potential.\nHowever, we are always aiming for an additional margin of safety to mitigate our risk and narrow our total return expectations. By selling PUTs, we are not jumping in at all costs. Either making massive returns (see below) on these short-term options or buying the stock at a lower price while enhancing the predictability of our total returns.\nHere are the possible scenarios out of selling our PUTs:\n\nSELL (to open) SKLZ 07/16/2021 22.50 PUT @ $4.20\n\nSource: Author\n\nSELL (to open) SKLZ 08/20/2021 22.50 PUT @ $5.50\n\nSource: Author","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181466487,"gmtCreate":1623407743949,"gmtModify":1634033658365,"author":{"id":"3575537450304021","authorId":"3575537450304021","name":"ZWKS","avatar":"https://static.tigerbbs.com/02e7aa5394b3a51104b29bc4f0f4cc73","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537450304021","authorIdStr":"3575537450304021"},"themes":[],"title":"","htmlText":"Not for long","listText":"Not for long","text":"Not for long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181466487","repostId":"1180091968","repostType":4,"repost":{"id":"1180091968","kind":"news","pubTimestamp":1623403203,"share":"https://www.laohunote.com/m/news/1180091968?lang=zh_CN&edition=full","pubTime":"2021-06-11 17:20","market":"us","language":"en","title":"How Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180091968","media":"Seekingalpha","summary":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Down over the past year, shares of Alibaba have not participated with the general rally in the markets.</li> <li>Alibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.</li> <li>The valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.</li> </ul> E-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.</p><p><blockquote><ul><li>在过去一年的下跌中,阿里巴巴-SW的股价没有参与市场的普遍上涨。</li><li>阿里巴巴-SW是一家实力雄厚的企业,拥有加速自由现金流生成和干净的资产负债表。该公司拥有雄厚的财力来继续增长。</li><li>股票交易估值被压缩,但似乎有望反弹。基本面最终会引导股价。</li></ul>在整个疫情,电子商务一直是一个强大的投资主题。虽然许多通过互联网销售的股票一直在蓬勃发展,但中国企业集团阿里巴巴-SW集团控股有限公司(BABA)一直是一个明显的落后者。阿里巴巴-SW股价在过去一年中一直处于亏损状态,而标普500股价则大幅上涨,上涨了 32%。</blockquote></p><p> Alibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.</p><p><blockquote>阿里巴巴-SW陷入了围绕蚂蚁集团及其创始人马云首次公开募股失败的争议。虽然市场关注这些干扰因素,但阿里巴巴-SW的实际基础业务表现良好。凭借强劲的基本面和快速增长的自由现金流,市场开始关注重要的事情只是时间问题……业务。我们将在下面概述我们的投资论点。</blockquote></p><p> <b>Free Cash Flow Growth Is Stellar</b></p><p><blockquote><b>自由现金流增长强劲</b></blockquote></p><p> Alibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.</p><p><blockquote>阿里巴巴-SW是 Seeking Alpha 上经常报道的业务,因此我不会重复有关该业务的基础知识,也不会深入探讨困扰该股的政治争议。相反,我想重点关注阿里巴巴-SW最近遇到的金融拐点。</blockquote></p><p> The company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.</p><p><blockquote>该公司于三月底结束了财年。我们看到的是一个多元化的业务,有几个符合宏观经济趋势的增长部门。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/862988aec2c33c72dc1786de483f952a\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\">source: Alibaba Group Holding Limited</p><p><blockquote>资料来源:阿里巴巴-SW集团控股有限公司</blockquote></p><p> The largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.</p><p><blockquote>当然,最大的收入贡献者是公司的零售业务。虽然其商业部门继续讲述收入增长(2020 年核心商务总收入增长 42%,而公司收入增长 41%),但一些较小的部门正在显示出强劲的增长。</blockquote></p><p> For example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.</p><p><blockquote>例如,阿里巴巴的云计算业务在2020年增长了50%,新零售和直销业务同比增长了94%。最有希望的是,阿里巴巴-SW近年来正在加速自由现金流增长。该公司 2021 年自由现金流为 263.5 亿美元,较 2020 年同比增长 29%。从2019年到2020年,阿里巴巴-SW的自由现金流增长了25%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ba9d4b224eedbd99d8d22f0a2092b204\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\">source: Alibaba Holding Group Limited</p><p><blockquote>资料来源:阿里巴巴-SW控股集团有限公司</blockquote></p><p> With $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.</p><p><blockquote>截至 3 月 31 日,阿里巴巴-SW手头拥有 720 亿美元现金,该业务产生的自由现金流超过 260 亿美元,因此拥有雄厚的财力来发展其不断增长的业务部门,并寻找机会通过并购或其他发展创造新的增长。</blockquote></p><p> <b>How Long Can Alibaba Stay \"Cheap\"?</b></p><p><blockquote><b>阿里巴巴-SW还能“便宜”多久?</b></blockquote></p><p> It's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.</p><p><blockquote>除非你从自由现金流的角度来看,否则很难理解阿里巴巴的股价有多下跌。阿里巴巴-SW目前的 FCF 收益率接近 6%。相比之下,FCF收益率第二高的是亚马逊(AMZN),收益率仅为1.3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3423f615c0dc856b040442e4ff17b78f\" tg-width=\"640\" tg-height=\"521\" referrerpolicy=\"no-referrer\">source: YCharts</p><p><blockquote>资料来源:YCharts</blockquote></p><p> This is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.</p><p><blockquote>尽管阿里巴巴正在加速自由现金流增长并手头拥有大量现金,但这与阿里巴巴的同行群体相比是一个巨大的折扣。由于阿里巴巴-SW是一家健康且不断成长的公司,该股的估值将变得更具吸引力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d76517c900c76b94c5bd4aaf02ec91a\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\">source: Seeking Alpha</p><p><blockquote>来源:Seeking Alpha</blockquote></p><p> The company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.</p><p><blockquote>预计该公司的收入将继续快速增长,未来三年年收入将接近 2100 亿美元。如果我们将公司 24% 的收入转换率应用于自由现金流,那么我们 2024 年的自由现金流将达到 500 亿美元。换句话说,按今天的股价计算,自由现金流收益率为 8.6%。对于一家公司的股票以如此大的规模增长如此迅速的情况来说,这是你通常不会看到的。</blockquote></p><p> The stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.</p><p><blockquote>该股显然因阿里巴巴-SW过去一年面临的一些戏剧性事件以及当前中美之间的一些紧张局势而受到惩罚。这是投资者需要牢记的风险,因为任何事情都可能发生,阿里巴巴-SW可能成为政治冲突的附带损害。然而,如果市场清楚地看到前景充满希望,阿里巴巴-SW可能会积极下调评级。即使阿里巴巴-SW的自由现金流收益率降至 3% 左右,这也意味着股价上涨 46%。这将使阿里巴巴-SW的企业价值超过 8000 亿美元,但我相信该公司肯定能够填补这一空白。</blockquote></p><p> <b>Wrapping Up</b></p><p><blockquote><b>包装</b></blockquote></p><p></p><p> Alibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.</p><p><blockquote>阿里巴巴-SW是一家出色的企业,却陷入了一些政治戏剧。尽管规模庞大,但该公司发展迅速,盈利,并产生大量自由现金流。投资者不能忽视政治风险,但对于勇敢而有耐心的投资者来说,上涨空间是巨大的。</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>How Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</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\">\nHow Much Longer Will Alibaba Stay Cheap?<blockquote>阿里巴巴-SW还能保持便宜多久?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seekingalpha</strong><span class=\"h-time small\">2021-06-11 17:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Down over the past year, shares of Alibaba have not participated with the general rally in the markets.</li> <li>Alibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.</li> <li>The valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.</li> </ul> E-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.</p><p><blockquote><ul><li>在过去一年的下跌中,阿里巴巴-SW的股价没有参与市场的普遍上涨。</li><li>阿里巴巴-SW是一家实力雄厚的企业,拥有加速自由现金流生成和干净的资产负债表。该公司拥有雄厚的财力来继续增长。</li><li>股票交易估值被压缩,但似乎有望反弹。基本面最终会引导股价。</li></ul>在整个疫情,电子商务一直是一个强大的投资主题。虽然许多通过互联网销售的股票一直在蓬勃发展,但中国企业集团阿里巴巴-SW集团控股有限公司(BABA)一直是一个明显的落后者。阿里巴巴-SW股价在过去一年中一直处于亏损状态,而标普500股价则大幅上涨,上涨了 32%。</blockquote></p><p> Alibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.</p><p><blockquote>阿里巴巴-SW陷入了围绕蚂蚁集团及其创始人马云首次公开募股失败的争议。虽然市场关注这些干扰因素,但阿里巴巴-SW的实际基础业务表现良好。凭借强劲的基本面和快速增长的自由现金流,市场开始关注重要的事情只是时间问题……业务。我们将在下面概述我们的投资论点。</blockquote></p><p> <b>Free Cash Flow Growth Is Stellar</b></p><p><blockquote><b>自由现金流增长强劲</b></blockquote></p><p> Alibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.</p><p><blockquote>阿里巴巴-SW是 Seeking Alpha 上经常报道的业务,因此我不会重复有关该业务的基础知识,也不会深入探讨困扰该股的政治争议。相反,我想重点关注阿里巴巴-SW最近遇到的金融拐点。</blockquote></p><p> The company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.</p><p><blockquote>该公司于三月底结束了财年。我们看到的是一个多元化的业务,有几个符合宏观经济趋势的增长部门。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/862988aec2c33c72dc1786de483f952a\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\">source: Alibaba Group Holding Limited</p><p><blockquote>资料来源:阿里巴巴-SW集团控股有限公司</blockquote></p><p> The largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.</p><p><blockquote>当然,最大的收入贡献者是公司的零售业务。虽然其商业部门继续讲述收入增长(2020 年核心商务总收入增长 42%,而公司收入增长 41%),但一些较小的部门正在显示出强劲的增长。</blockquote></p><p> For example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.</p><p><blockquote>例如,阿里巴巴的云计算业务在2020年增长了50%,新零售和直销业务同比增长了94%。最有希望的是,阿里巴巴-SW近年来正在加速自由现金流增长。该公司 2021 年自由现金流为 263.5 亿美元,较 2020 年同比增长 29%。从2019年到2020年,阿里巴巴-SW的自由现金流增长了25%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ba9d4b224eedbd99d8d22f0a2092b204\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\">source: Alibaba Holding Group Limited</p><p><blockquote>资料来源:阿里巴巴-SW控股集团有限公司</blockquote></p><p> With $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.</p><p><blockquote>截至 3 月 31 日,阿里巴巴-SW手头拥有 720 亿美元现金,该业务产生的自由现金流超过 260 亿美元,因此拥有雄厚的财力来发展其不断增长的业务部门,并寻找机会通过并购或其他发展创造新的增长。</blockquote></p><p> <b>How Long Can Alibaba Stay \"Cheap\"?</b></p><p><blockquote><b>阿里巴巴-SW还能“便宜”多久?</b></blockquote></p><p> It's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.</p><p><blockquote>除非你从自由现金流的角度来看,否则很难理解阿里巴巴的股价有多下跌。阿里巴巴-SW目前的 FCF 收益率接近 6%。相比之下,FCF收益率第二高的是亚马逊(AMZN),收益率仅为1.3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3423f615c0dc856b040442e4ff17b78f\" tg-width=\"640\" tg-height=\"521\" referrerpolicy=\"no-referrer\">source: YCharts</p><p><blockquote>资料来源:YCharts</blockquote></p><p> This is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.</p><p><blockquote>尽管阿里巴巴正在加速自由现金流增长并手头拥有大量现金,但这与阿里巴巴的同行群体相比是一个巨大的折扣。由于阿里巴巴-SW是一家健康且不断成长的公司,该股的估值将变得更具吸引力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d76517c900c76b94c5bd4aaf02ec91a\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\">source: Seeking Alpha</p><p><blockquote>来源:Seeking Alpha</blockquote></p><p> The company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.</p><p><blockquote>预计该公司的收入将继续快速增长,未来三年年收入将接近 2100 亿美元。如果我们将公司 24% 的收入转换率应用于自由现金流,那么我们 2024 年的自由现金流将达到 500 亿美元。换句话说,按今天的股价计算,自由现金流收益率为 8.6%。对于一家公司的股票以如此大的规模增长如此迅速的情况来说,这是你通常不会看到的。</blockquote></p><p> The stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.</p><p><blockquote>该股显然因阿里巴巴-SW过去一年面临的一些戏剧性事件以及当前中美之间的一些紧张局势而受到惩罚。这是投资者需要牢记的风险,因为任何事情都可能发生,阿里巴巴-SW可能成为政治冲突的附带损害。然而,如果市场清楚地看到前景充满希望,阿里巴巴-SW可能会积极下调评级。即使阿里巴巴-SW的自由现金流收益率降至 3% 左右,这也意味着股价上涨 46%。这将使阿里巴巴-SW的企业价值超过 8000 亿美元,但我相信该公司肯定能够填补这一空白。</blockquote></p><p> <b>Wrapping Up</b></p><p><blockquote><b>包装</b></blockquote></p><p></p><p> Alibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.</p><p><blockquote>阿里巴巴-SW是一家出色的企业,却陷入了一些政治戏剧。尽管规模庞大,但该公司发展迅速,盈利,并产生大量自由现金流。投资者不能忽视政治风险,但对于勇敢而有耐心的投资者来说,上涨空间是巨大的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap\">Seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180091968","content_text":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in the markets.\nAlibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.\nThe valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.\n\nE-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.\nAlibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.\nFree Cash Flow Growth Is Stellar\nAlibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.\nThe company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.\nsource: Alibaba Group Holding Limited\nThe largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.\nFor example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.\nsource: Alibaba Holding Group Limited\nWith $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.\nHow Long Can Alibaba Stay \"Cheap\"?\nIt's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.\nsource: YCharts\nThis is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.\nsource: Seeking Alpha\nThe company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.\nThe stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.\nWrapping Up\nAlibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}