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rhmnjfr
To the moon.
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rhmnjfr
2021-11-03
Nice try.
2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月有做空潜力的2只模因股</blockquote>
rhmnjfr
2021-10-01
$GameStop(GME)$
Average down! 😎
rhmnjfr
2021-09-21
$GameStop(GME)$
We expected this so relax.
rhmnjfr
2021-08-31
$GameStop(GME)$
Still here buying and holding 😎
rhmnjfr
2021-08-03
$GameStop(GME)$
Stay zen 🙌🏼💎
rhmnjfr
2021-07-30
$GameStop(GME)$
Good time to average down! 💎🚀
rhmnjfr
2021-07-15
$GameStop(GME)$
Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl!
rhmnjfr
2021-07-15
$GameStop(GME)$
They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.
rhmnjfr
2021-07-07
$GameStop(GME)$
Relax and hodl 😎
rhmnjfr
2021-07-02
Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.
抱歉,原内容已删除
rhmnjfr
2021-07-01
Like clockwork.
抱歉,原内容已删除
rhmnjfr
2021-06-30
Fintech is already here and a good investment in the long term seeing how it can expand into crypto etc.
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rhmnjfr
2021-06-29
Not really innovating anything nowadays.
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rhmnjfr
2021-06-28
Ah yes giving up because msm can’t control the narrative on the stock. That’s why its not reasonable.
抱歉,原内容已删除
rhmnjfr
2021-06-28
Exciting news. Looking forward to hear more about their European expansion.
Nio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</blockquote>
rhmnjfr
2021-06-28
Growing pains.
抱歉,原内容已删除
rhmnjfr
2021-06-27
NIO has a lot of room to grow in the market imo.
Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>
rhmnjfr
2021-06-27
Yea note: short term.
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rhmnjfr
2021-06-27
Hope this does not setback Plaid S release significantly.
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>
rhmnjfr
2021-06-25
Apple imo.
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try.","listText":"Nice try.","text":"Nice try.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848084998","repostId":"1194203181","repostType":4,"repost":{"id":"1194203181","kind":"news","pubTimestamp":1635942663,"share":"https://www.laohunote.com/m/news/1194203181?lang=zh_CN&edition=full","pubTime":"2021-11-03 20:31","market":"us","language":"en","title":"2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月有做空潜力的2只模因股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194203181","media":"TheStreet","summary":"Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and","content":"<p>Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and PROG head to the moon in November?</p><p><blockquote>华尔街模因列出了两只可能处于做空边缘的模因股票。OCGN和PROG会在11月登月吗?</blockquote></p><p> “Meme frenzy” may seem to be hibernating, but it is certainly still alive under the sheets. Retail investors continue to monitor and debate several key stocks on the main discussion boards across the web, and some have started to move in the past few days – think GameStop on November 1, for example.</p><p><blockquote>“备忘录狂热 ”似乎正在冬眠,但它肯定还活着。散户投资者继续在网络上的主要讨论板上关注和辩论几只关键股票,其中一些股票在过去几天已经开始行动——例如,想想 11 月 1 日的游戏驿站。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a435559be38d10b7251aa72e23a665\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Ocugen and Progenity logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:Ocugen和Progenity标志。</span></p></blockquote></p><p> Driven by popularity, momentum and elevated short interest, Wall Street Memes lists two meme stocks that have “mooning” potential in November.</p><p><blockquote>在人气、势头和空头兴趣上升的推动下,《华尔街备忘录》列出了两只在 11 月份有 “月亮 ”潜力的备忘录股票。</blockquote></p><p> <b>1. Ocugen, Inc.</b></p><p><blockquote><b>1. 奥库根公司。</b></blockquote></p><p> Biopharmaceutical company Ocugen, which focuses mainly on gene therapies to cure blindness diseases, had its ticker trending multiple times since the beginning of October.</p><p><blockquote>生物制药公司Ocugen主要专注于治疗失明疾病的基因疗法,自10月初以来,其股价多次走势。</blockquote></p><p> The company has become a meme focus and nearly doubled in price in the past few trading days.</p><p><blockquote>该公司已成为模因焦点,在过去几个交易日中价格几乎翻了一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e281fc931d00e6aa06e33fd23394521\" tg-width=\"547\" tg-height=\"557\" width=\"100%\" height=\"auto\"><span>Figure 2: OCGN stock sentiment on WSB.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:WSB 上的 OCGN 股票情绪。</span></p></blockquote></p><p> The most likely catalyst behind the price surge is the anticipated World Health Organization’s approval of COVID-19 vaccine Covaxin.</p><p><blockquote>价格飙升背后最有可能的催化剂是世界卫生组织预计将批准 COVID-19 疫苗科瓦克辛。</blockquote></p><p> Ocugen is a co-development partner with Bharat Biotech on the drug, and it holds the rights to commercialize Covaxin in North America. Recent stage 3 results showed the drug to be efficient even against the delta variant, which could help in the approval process in these countries.</p><p><blockquote>Ocugen 是该药物与 Bharat Biotech 的共同开发合作伙伴,并拥有科瓦克辛在北美商业化的权利。最近的第三阶段结果表明,该药物即使对德尔塔变异毒株也有效,这可能有助于这些国家的批准过程。</blockquote></p><p> Meanwhile, the stock is a bear target. OCGN has 56 million shares shorted, representing a whopping 29% of the float. While heavy shorting signals skepticism and caution, it can also put shares on the edge of a short squeeze — if or once massive buying volume takes place.</p><p><blockquote>与此同时,该股是一个看跌目标。OCGN 有 5600 万股股票被做空,占流通量的 29%。虽然大量做空表明怀疑和谨慎,但如果或一旦出现大量买盘,它也可能使股市处于做空的边缘。</blockquote></p><p> The eventual vaccine approval could be the catalyst that sparks bullish short-term activity. The binary nature of this trade, however, offers much complexity and risk to both longs and shorts.</p><p><blockquote>最终的疫苗批准可能是引发短期看涨活动的催化剂。然而,这种交易的二元性质给多头和空头都带来了很大的复杂性和风险。</blockquote></p><p> <b>2. Progenity</b></p><p><blockquote><b>2. 后代</b></blockquote></p><p> Progenity (<b>PROG</b>) is a biotechnology company that develops molecular testing products in the US. With a market cap of $284 million, the company went public last year at $14 per share. Since then, share price has plummeted to below $1, giving PROG the infamous label of “penny stock”.</p><p><blockquote>后代(<b>程序</b>)是一家在美国开发分子检测产品的生物技术公司。该公司市值为 2.84 亿美元,去年以每股 14 美元的价格上市。此后,股价暴跌至 1 美元以下,PROG 被贴上了 “细价股 ”的臭名昭著的标签。</blockquote></p><p> In the past month, PROG has spiked around 130%. As short interest on the stock climbed, the volume of comments on major web forums increased as well. Currently, according to Yahoo Finance’s latest data, nearly 24% of the float its being shorted.</p><p><blockquote>在过去的一个月里,PROG 飙升了约 130%。随着对该股的空头兴趣攀升,主要网络论坛上的评论量也增加了。根据雅虎财经的最新数据,目前有近 24% 的流通股被做空。</blockquote></p><p> Based on the company’s fundamentals, H.C. Wainwright’s Joseph Pantginis recently issued a report on PROG. The analyst started his coverage with a buy rating and 27% upside potential. His bull case is based on the company’s differentiated portfolio and the opportunities that it offers.</p><p><blockquote>根据公司的基本面,H.C.温赖特的约瑟夫-潘特吉尼斯(Joseph Pantginis)最近发表了一份关于 PROG 的报告。该分析师以买入评级和 27% 的上涨潜力开始了他的报道。他的牛市理由是基于该公司差异化的投资组合及其提供的机遇。</blockquote></p><p> <i>\"Progenity</i>’ <i>s differentiated R&D pipeline primarily focuses on employing proprietary ingestible device technologies, in tandem with delivery of de-risked</i> <i>FDA</i> <i>approved therapies.”</i> PROG’s popularity remains high, backed by Reddit forum discussions. Short interest is still elevated, despite the rally last month. This setup could lead the stock to a short squeeze.</p><p><blockquote><i>“后代</i>’<i>我们差异化的研发管道主要专注于采用专有的可摄入器械技术,同时提供降低风险的产品</i> <i>美国食品药品监督管理局</i> <i>批准的疗法。”</i>在 Reddit 论坛讨论的支持下,PROG 的人气依然很高。尽管上个月出现反弹,但空头兴趣仍然很高。这种设置可能会导致该股出现空头挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0998a8e99f6ddce996a329ba5c7a179c\" tg-width=\"1076\" tg-height=\"405\" width=\"100%\" height=\"auto\"><span>Figure 3: Trending stocks on Reddit on November 2.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:11 月 2 日 Reddit 上的趋势股票。</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>2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月有做空潜力的2只模因股</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\">\n2 Meme Stocks With Short Squeeze Potential In November<blockquote>11月有做空潜力的2只模因股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-03 20:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and PROG head to the moon in November?</p><p><blockquote>华尔街模因列出了两只可能处于做空边缘的模因股票。OCGN和PROG会在11月登月吗?</blockquote></p><p> “Meme frenzy” may seem to be hibernating, but it is certainly still alive under the sheets. Retail investors continue to monitor and debate several key stocks on the main discussion boards across the web, and some have started to move in the past few days – think GameStop on November 1, for example.</p><p><blockquote>“备忘录狂热 ”似乎正在冬眠,但它肯定还活着。散户投资者继续在网络上的主要讨论板上关注和辩论几只关键股票,其中一些股票在过去几天已经开始行动——例如,想想 11 月 1 日的游戏驿站。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a435559be38d10b7251aa72e23a665\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Ocugen and Progenity logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:Ocugen和Progenity标志。</span></p></blockquote></p><p> Driven by popularity, momentum and elevated short interest, Wall Street Memes lists two meme stocks that have “mooning” potential in November.</p><p><blockquote>在人气、势头和空头兴趣上升的推动下,《华尔街备忘录》列出了两只在 11 月份有 “月亮 ”潜力的备忘录股票。</blockquote></p><p> <b>1. Ocugen, Inc.</b></p><p><blockquote><b>1. 奥库根公司。</b></blockquote></p><p> Biopharmaceutical company Ocugen, which focuses mainly on gene therapies to cure blindness diseases, had its ticker trending multiple times since the beginning of October.</p><p><blockquote>生物制药公司Ocugen主要专注于治疗失明疾病的基因疗法,自10月初以来,其股价多次走势。</blockquote></p><p> The company has become a meme focus and nearly doubled in price in the past few trading days.</p><p><blockquote>该公司已成为模因焦点,在过去几个交易日中价格几乎翻了一番。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e281fc931d00e6aa06e33fd23394521\" tg-width=\"547\" tg-height=\"557\" width=\"100%\" height=\"auto\"><span>Figure 2: OCGN stock sentiment on WSB.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2:WSB 上的 OCGN 股票情绪。</span></p></blockquote></p><p> The most likely catalyst behind the price surge is the anticipated World Health Organization’s approval of COVID-19 vaccine Covaxin.</p><p><blockquote>价格飙升背后最有可能的催化剂是世界卫生组织预计将批准 COVID-19 疫苗科瓦克辛。</blockquote></p><p> Ocugen is a co-development partner with Bharat Biotech on the drug, and it holds the rights to commercialize Covaxin in North America. Recent stage 3 results showed the drug to be efficient even against the delta variant, which could help in the approval process in these countries.</p><p><blockquote>Ocugen 是该药物与 Bharat Biotech 的共同开发合作伙伴,并拥有科瓦克辛在北美商业化的权利。最近的第三阶段结果表明,该药物即使对德尔塔变异毒株也有效,这可能有助于这些国家的批准过程。</blockquote></p><p> Meanwhile, the stock is a bear target. OCGN has 56 million shares shorted, representing a whopping 29% of the float. While heavy shorting signals skepticism and caution, it can also put shares on the edge of a short squeeze — if or once massive buying volume takes place.</p><p><blockquote>与此同时,该股是一个看跌目标。OCGN 有 5600 万股股票被做空,占流通量的 29%。虽然大量做空表明怀疑和谨慎,但如果或一旦出现大量买盘,它也可能使股市处于做空的边缘。</blockquote></p><p> The eventual vaccine approval could be the catalyst that sparks bullish short-term activity. The binary nature of this trade, however, offers much complexity and risk to both longs and shorts.</p><p><blockquote>最终的疫苗批准可能是引发短期看涨活动的催化剂。然而,这种交易的二元性质给多头和空头都带来了很大的复杂性和风险。</blockquote></p><p> <b>2. Progenity</b></p><p><blockquote><b>2. 后代</b></blockquote></p><p> Progenity (<b>PROG</b>) is a biotechnology company that develops molecular testing products in the US. With a market cap of $284 million, the company went public last year at $14 per share. Since then, share price has plummeted to below $1, giving PROG the infamous label of “penny stock”.</p><p><blockquote>后代(<b>程序</b>)是一家在美国开发分子检测产品的生物技术公司。该公司市值为 2.84 亿美元,去年以每股 14 美元的价格上市。此后,股价暴跌至 1 美元以下,PROG 被贴上了 “细价股 ”的臭名昭著的标签。</blockquote></p><p> In the past month, PROG has spiked around 130%. As short interest on the stock climbed, the volume of comments on major web forums increased as well. Currently, according to Yahoo Finance’s latest data, nearly 24% of the float its being shorted.</p><p><blockquote>在过去的一个月里,PROG 飙升了约 130%。随着对该股的空头兴趣攀升,主要网络论坛上的评论量也增加了。根据雅虎财经的最新数据,目前有近 24% 的流通股被做空。</blockquote></p><p> Based on the company’s fundamentals, H.C. Wainwright’s Joseph Pantginis recently issued a report on PROG. The analyst started his coverage with a buy rating and 27% upside potential. His bull case is based on the company’s differentiated portfolio and the opportunities that it offers.</p><p><blockquote>根据公司的基本面,H.C.温赖特的约瑟夫-潘特吉尼斯(Joseph Pantginis)最近发表了一份关于 PROG 的报告。该分析师以买入评级和 27% 的上涨潜力开始了他的报道。他的牛市理由是基于该公司差异化的投资组合及其提供的机遇。</blockquote></p><p> <i>\"Progenity</i>’ <i>s differentiated R&D pipeline primarily focuses on employing proprietary ingestible device technologies, in tandem with delivery of de-risked</i> <i>FDA</i> <i>approved therapies.”</i> PROG’s popularity remains high, backed by Reddit forum discussions. Short interest is still elevated, despite the rally last month. This setup could lead the stock to a short squeeze.</p><p><blockquote><i>“后代</i>’<i>我们差异化的研发管道主要专注于采用专有的可摄入器械技术,同时提供降低风险的产品</i> <i>美国食品药品监督管理局</i> <i>批准的疗法。”</i>在 Reddit 论坛讨论的支持下,PROG 的人气依然很高。尽管上个月出现反弹,但空头兴趣仍然很高。这种设置可能会导致该股出现空头挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0998a8e99f6ddce996a329ba5c7a179c\" tg-width=\"1076\" tg-height=\"405\" width=\"100%\" height=\"auto\"><span>Figure 3: Trending stocks on Reddit on November 2.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3:11 月 2 日 Reddit 上的趋势股票。</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/memestocks/other-memes/2-meme-stocks-with-short-squeeze-potential-in-november\">TheStreet</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":{"OCGN":"Ocugen"},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-meme-stocks-with-short-squeeze-potential-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194203181","content_text":"Wall Street Memes lists two meme stocks that might be on the verge of a short squeeze. Will OCGN and PROG head to the moon in November?\n“Meme frenzy” may seem to be hibernating, but it is certainly still alive under the sheets. Retail investors continue to monitor and debate several key stocks on the main discussion boards across the web, and some have started to move in the past few days – think GameStop on November 1, for example.\nFigure 1: Ocugen and Progenity logo.\nDriven by popularity, momentum and elevated short interest, Wall Street Memes lists two meme stocks that have “mooning” potential in November.\n1. Ocugen, Inc.\nBiopharmaceutical company Ocugen, which focuses mainly on gene therapies to cure blindness diseases, had its ticker trending multiple times since the beginning of October.\nThe company has become a meme focus and nearly doubled in price in the past few trading days.\nFigure 2: OCGN stock sentiment on WSB.\nThe most likely catalyst behind the price surge is the anticipated World Health Organization’s approval of COVID-19 vaccine Covaxin.\nOcugen is a co-development partner with Bharat Biotech on the drug, and it holds the rights to commercialize Covaxin in North America. Recent stage 3 results showed the drug to be efficient even against the delta variant, which could help in the approval process in these countries.\nMeanwhile, the stock is a bear target. OCGN has 56 million shares shorted, representing a whopping 29% of the float. While heavy shorting signals skepticism and caution, it can also put shares on the edge of a short squeeze — if or once massive buying volume takes place.\nThe eventual vaccine approval could be the catalyst that sparks bullish short-term activity. The binary nature of this trade, however, offers much complexity and risk to both longs and shorts.\n2. Progenity\nProgenity (PROG) is a biotechnology company that develops molecular testing products in the US. With a market cap of $284 million, the company went public last year at $14 per share. Since then, share price has plummeted to below $1, giving PROG the infamous label of “penny stock”.\nIn the past month, PROG has spiked around 130%. As short interest on the stock climbed, the volume of comments on major web forums increased as well. Currently, according to Yahoo Finance’s latest data, nearly 24% of the float its being shorted.\nBased on the company’s fundamentals, H.C. Wainwright’s Joseph Pantginis recently issued a report on PROG. The analyst started his coverage with a buy rating and 27% upside potential. His bull case is based on the company’s differentiated portfolio and the opportunities that it offers.\n\n\"Progenity’\n s differentiated R&D pipeline primarily focuses on employing proprietary ingestible device technologies, in tandem with delivery of de-risked \n FDA \n approved therapies.”\n\nPROG’s popularity remains high, backed by Reddit forum discussions. Short interest is still elevated, despite the rally last month. This setup could lead the stock to a short squeeze.\nFigure 3: Trending stocks on Reddit on November 2.","news_type":1,"symbols_score_info":{"PROG":0.9,"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865723207,"gmtCreate":1633022560893,"gmtModify":1633048588848,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Average down! 😎 ","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Average down! 😎 ","text":"$GameStop(GME)$Average down! 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865723207","isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860825320,"gmtCreate":1632154027760,"gmtModify":1632802450718,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>We expected this so relax.","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>We expected this so relax.","text":"$GameStop(GME)$We expected this so relax.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860825320","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818509535,"gmtCreate":1630417454527,"gmtModify":1631884588176,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Still here buying and holding 😎","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Still here buying and holding 😎","text":"$GameStop(GME)$Still here buying and holding 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818509535","isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807113628,"gmtCreate":1628005230764,"gmtModify":1631890024680,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Stay zen 🙌🏼💎","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Stay zen 🙌🏼💎","text":"$GameStop(GME)$Stay zen 🙌🏼💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/807113628","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808299600,"gmtCreate":1627583549200,"gmtModify":1631890024694,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Good time to average down! 💎🚀","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Good time to average down! 💎🚀","text":"$GameStop(GME)$Good time to average down! 💎🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808299600","isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147582844,"gmtCreate":1626364217988,"gmtModify":1631890024702,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl! ","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl! ","text":"$GameStop(GME)$Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147582844","isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144425930,"gmtCreate":1626311257320,"gmtModify":1631890024722,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.","text":"$GameStop(GME)$They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/144425930","isVote":1,"tweetType":1,"viewCount":4396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140536784,"gmtCreate":1625665647748,"gmtModify":1631890024731,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Relax and hodl 😎","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Relax and hodl 😎","text":"$GameStop(GME)$Relax and hodl 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140536784","isVote":1,"tweetType":1,"viewCount":3483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156882946,"gmtCreate":1625211044285,"gmtModify":1631890024740,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.","listText":"Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.","text":"Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156882946","repostId":"1133090424","repostType":4,"isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151853219,"gmtCreate":1625073086131,"gmtModify":1631890024747,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Like clockwork.","listText":"Like clockwork.","text":"Like clockwork.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151853219","repostId":"2147146918","repostType":2,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153502983,"gmtCreate":1625031195442,"gmtModify":1631890024759,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Fintech is already here and a good investment in the long term seeing how it can expand into crypto etc.","listText":"Fintech is already here and a good investment in the long term seeing how it can expand into crypto etc.","text":"Fintech is already here and a good investment in the long term seeing how it can expand into crypto etc.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153502983","repostId":"1153621389","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159581367,"gmtCreate":1624974271559,"gmtModify":1631890024773,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Not really innovating anything nowadays.","listText":"Not really innovating anything nowadays.","text":"Not really innovating anything nowadays.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159581367","repostId":"1100563900","repostType":2,"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150327266,"gmtCreate":1624888023455,"gmtModify":1631890024781,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Ah yes giving up because msm can’t control the narrative on the stock. That’s why its not reasonable. ","listText":"Ah yes giving up because msm can’t control the narrative on the stock. That’s why its not reasonable. ","text":"Ah yes giving up because msm can’t control the narrative on the stock. That’s why its not reasonable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150327266","repostId":"1133469064","repostType":4,"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127401277,"gmtCreate":1624860097999,"gmtModify":1633947826175,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Exciting news. Looking forward to hear more about their European expansion.","listText":"Exciting news. Looking forward to hear more about their European expansion.","text":"Exciting news. Looking forward to hear more about their European expansion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/127401277","repostId":"1159433692","repostType":4,"repost":{"id":"1159433692","kind":"news","pubTimestamp":1624859723,"share":"https://www.laohunote.com/m/news/1159433692?lang=zh_CN&edition=full","pubTime":"2021-06-28 13:55","market":"us","language":"en","title":"Nio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159433692","media":"Benzinga","summary":"Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker em","content":"<p><div> Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker embarks on an aggressive expansion strategy, cnEVpostreportedSunday. What Happened: Nio now has a ...</p><p><blockquote><div>据 CNEVPOST 周日报道,随着这家中国电动汽车制造商开始积极的扩张战略,蔚来已在中国开设了五个新的换电站。发生了什么:蔚来现在有一个……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</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\">\nNio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-06-28 13:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker embarks on an aggressive expansion strategy, cnEVpostreportedSunday. What Happened: Nio now has a ...</p><p><blockquote><div>据 CNEVPOST 周日报道,随着这家中国电动汽车制造商开始积极的扩张战略,蔚来已在中国开设了五个新的换电站。发生了什么:蔚来现在有一个……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159433692","content_text":"Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker embarks on an aggressive expansion strategy, cnEVpostreportedSunday.\nWhat Happened: Nio now has a total of 282 battery swap stations in China, as per the report.\nIn addition, the company currently has 194 supercharging stations, 371 destination charging stations and access to more than 380,000 third-party charging piles in China, the report added.\nWhy It Matters:Seen as a Tesla Inc. rival, Nio has pioneered the concept ofbattery-as-a-servicethat would allow users to rent a battery instead of purchasing one, helping to trim the cost for EV owners.\nNio’s second-generation battery swap station,unveiledin January this year, can accommodate 13 batteries and has a daily capacity of up to 312 swaps. Battery-swapping provides the advantage of saving time as opposed to charging.\nNio aims to have 500 battery swap stations in operation nationwide by the end of this year. Several government departments and Chinese cities have supported the construction of battery swap infrastructure.\nHowever, Ark Invest analyst Sam Korus said in a note in May thatgovernment support in the form of subsidieswill harm Nio's global ambitions in the long run. The economics associated with battery swapping will lead to design constraints and shortened battery lives, according to the analyst.\nPrice Action: Nio shares closed almost 0.9% lower in Friday’s trading session at $45.07.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127260309,"gmtCreate":1624851211601,"gmtModify":1633947959087,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Growing pains.","listText":"Growing pains.","text":"Growing pains.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127260309","repostId":"1149670859","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124579586,"gmtCreate":1624775353445,"gmtModify":1633948709996,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"NIO has a lot of room to grow in the market imo.","listText":"NIO has a lot of room to grow in the market imo.","text":"NIO has a lot of room to grow in the market imo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124579586","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohunote.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford launching a major offensive in the market for electric vehicles, Chinese EV maker NIO will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>I am comparing Ford against NIO in different categories.</li> <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li> <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解,同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多,高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司(F)在电动汽车市场发起重大攻势,中国电动汽车制造商蔚来(蔚来)未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值,哪家汽车制造商提供了最好的交易?我将在每个类别中比较福特和蔚来,并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来:全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别,但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点,但这种情况将会改变: 福特感觉到电动汽车竞赛正在升温,因此表示将加快其电气化计划,在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标:未来十年,其全球销量的 40% 将是电动汽车,皮卡车销量的 33% 将是电动汽车。目前,电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机,它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年,全球电动汽车销量为320万辆,市场份额仅为4.2%。然而,2020 年,中国购买了全球 41% 的电动汽车。去年,中国买家购买了 130 万辆电动汽车,随着北京寻求促进电动汽车的普及,销量将快速增长。电动汽车的第二大市场是欧洲,占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:维基百科)</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止,中国是世界上增长最快的电动汽车市场,尽管欧洲正在迅速迎头赶上,部分原因是立法努力增加零排放乘用车的采用,以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖,希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者: 中国政府希望到 2025 年,电动汽车在新车销售中所占份额达到 20%,这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策,这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模,中国不仅是最大的市场,而且预计到2030年,电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:麦肯锡)</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架,这里的赢家将是:蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止,福特的产品阵容中只有一款与蔚来相比的全电动汽车:野马 Mach-E SUV。2022 年,福特将开始销售全电动 F-150 Lightening,该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录,包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车,并且占据了一个非常小且明确的利基市场,这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验,可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉(TSLA)的有力竞争对手,而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划,它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化,这将加速其转型,并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家:福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性,随着时间的推移,这个市场只会变得更加竞争,这就是为什么两家公司都在一个相关领域大力投资,这个领域可以打破或巩固电动汽车市场的主导地位:电池技术。</blockquote></p><p> Ford is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业,以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度,年产量约为 60 GWh,足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术,并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是,蔚来的电池投资战略围绕着电池订阅模式,也称为 “电池即服务 ”,这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下,用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣,折合 1.08 万美元,并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池,这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币,相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处:由于前期折扣,从蔚来购买电动汽车变得更加实惠,订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩,为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来,从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置,它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池,性能将会提高,成本将会下降,这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式,蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息,自 2014 年以来,电动汽车的电池成本已下降 70%,并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作,从长远来看,它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资,但这一类别的赢家是:蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%,但电动汽车销量(包括混合动力汽车)同比激增 184%,福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%,显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车,其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍,这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长,但福特仍被视为一家成熟的汽车制造商,预计企业销量增长将达到中低位数。福特预计到 2025 财年(基准年:2020 财年)收入将增长 33%,蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异,蔚来与福特完全相反,至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%,由于蔚来只销售电动汽车,蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业,但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比,蔚来的全球总销售额增长潜力更大,因为它的营收基础较小。但也有一些事情对蔚来不利。例如,与可以依赖全球服务和分销网络的福特相比,由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险,因为生产受挫导致销售增长意外放缓,将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩,堪称天才。你为这种增长付出了高昂的代价,但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展,随着该汽车制造商车队电气化,电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大,但由于电动汽车销量占总销量的比例仍然相对较低,福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力,请购买蔚来。如果你相信全球电动汽车市场的潜力,又不喜欢太大的风险,那就买福特吧。</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>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</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\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来?最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</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>I am comparing Ford against NIO in different categories.</li> <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li> <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解,同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多,高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司(F)在电动汽车市场发起重大攻势,中国电动汽车制造商蔚来(蔚来)未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值,哪家汽车制造商提供了最好的交易?我将在每个类别中比较福特和蔚来,并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来:全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别,但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点,但这种情况将会改变: 福特感觉到电动汽车竞赛正在升温,因此表示将加快其电气化计划,在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标:未来十年,其全球销量的 40% 将是电动汽车,皮卡车销量的 33% 将是电动汽车。目前,电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机,它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年,全球电动汽车销量为320万辆,市场份额仅为4.2%。然而,2020 年,中国购买了全球 41% 的电动汽车。去年,中国买家购买了 130 万辆电动汽车,随着北京寻求促进电动汽车的普及,销量将快速增长。电动汽车的第二大市场是欧洲,占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:维基百科)</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止,中国是世界上增长最快的电动汽车市场,尽管欧洲正在迅速迎头赶上,部分原因是立法努力增加零排放乘用车的采用,以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖,希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者: 中国政府希望到 2025 年,电动汽车在新车销售中所占份额达到 20%,这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策,这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模,中国不仅是最大的市场,而且预计到2030年,电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:麦肯锡)</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架,这里的赢家将是:蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止,福特的产品阵容中只有一款与蔚来相比的全电动汽车:野马 Mach-E SUV。2022 年,福特将开始销售全电动 F-150 Lightening,该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录,包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车,并且占据了一个非常小且明确的利基市场,这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验,可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉(TSLA)的有力竞争对手,而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划,它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化,这将加速其转型,并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家:福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性,随着时间的推移,这个市场只会变得更加竞争,这就是为什么两家公司都在一个相关领域大力投资,这个领域可以打破或巩固电动汽车市场的主导地位:电池技术。</blockquote></p><p> Ford is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业,以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度,年产量约为 60 GWh,足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术,并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是,蔚来的电池投资战略围绕着电池订阅模式,也称为 “电池即服务 ”,这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下,用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣,折合 1.08 万美元,并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池,这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币,相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处:由于前期折扣,从蔚来购买电动汽车变得更加实惠,订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩,为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来,从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置,它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池,性能将会提高,成本将会下降,这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式,蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息,自 2014 年以来,电动汽车的电池成本已下降 70%,并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:施罗德)</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作,从长远来看,它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资,但这一类别的赢家是:蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%,但电动汽车销量(包括混合动力汽车)同比激增 184%,福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%,显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车,其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍,这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长,但福特仍被视为一家成熟的汽车制造商,预计企业销量增长将达到中低位数。福特预计到 2025 财年(基准年:2020 财年)收入将增长 33%,蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异,蔚来与福特完全相反,至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%,由于蔚来只销售电动汽车,蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:作者)</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业,但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比,蔚来的全球总销售额增长潜力更大,因为它的营收基础较小。但也有一些事情对蔚来不利。例如,与可以依赖全球服务和分销网络的福特相比,由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险,因为生产受挫导致销售增长意外放缓,将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩,堪称天才。你为这种增长付出了高昂的代价,但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展,随着该汽车制造商车队电气化,电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大,但由于电动汽车销量占总销量的比例仍然相对较低,福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力,请购买蔚来。如果你相信全球电动汽车市场的潜力,又不喜欢太大的风险,那就买福特吧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">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":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124871821,"gmtCreate":1624760199563,"gmtModify":1633948992402,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Yea note: short term.","listText":"Yea note: short term.","text":"Yea note: short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124871821","repostId":"1172710941","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124347195,"gmtCreate":1624749851617,"gmtModify":1631884323164,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Hope this does not setback Plaid S release significantly.","listText":"Hope this does not setback Plaid S release significantly.","text":"Hope this does not setback Plaid S release significantly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124347195","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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126885727,"gmtCreate":1624551240969,"gmtModify":1634004440957,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575552457926722","authorIdStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Apple imo.","listText":"Apple imo.","text":"Apple imo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126885727","repostId":"1198422658","repostType":2,"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":374407299,"gmtCreate":1619474282711,"gmtModify":1634273258605,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Let’s go! ","listText":"Let’s go! ","text":"Let’s go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/374407299","repostId":"2130364766","repostType":4,"repost":{"id":"2130364766","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619318325,"share":"https://www.laohunote.com/m/news/2130364766?lang=zh_CN&edition=full","pubTime":"2021-04-25 10:38","market":"us","language":"en","title":"What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一第一季度收益报告有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130364766","media":"Benzinga Earnings","summary":"EV giant Tesla, Inc. is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For: Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.Focus On Regulatory Credits, Automotive Margins: The focus is likely to be on regulatory credits, which accounted for 4","content":"<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>房屋巨人<b>特斯拉公司。</b>(纳斯达克:TSLA)定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度需要关注的关键指标:</b>特斯拉预计 2021 年第一季度非 GAAP 每股收益 (EPS) 为 79 美分,高于去年同期的 23 美分。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为 102.9 亿美元,同比增长 72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度,特斯拉按非公认会计准则计算,每股收益为 80 美分,营收为 107.4 亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉在4月初透露,第一季度交付了创纪录的184,800辆汽车,其中包括182,780辆Model 3/Y汽车和2020辆Model S/X汽车。这意味着同比增长 109%,环比增长 2.2%。季度产量为180,338。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率:</b>重点可能是监管信贷,2020 年第四季度监管信贷占其收入的 4.3%。几个州采用的零排放汽车法规允许电动汽车制造商获得监管积分,这些积分可以通过向传统汽车制造商出售来货币化,而传统汽车制造商无法实现为绿色能源汽车销售比例设定的最低目标。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>2020年第四季度汽车毛利率从上一季度的27.7%下滑至24.1%。由于本季度价格较高的 Model S/X 车辆的生产陷入停滞,以便更新车型,该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看 TSLA 的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>特斯拉长期空头 Gordon Johnson 在一份预览季度业绩的报告中表示,随着竞争压力的加剧,特斯拉可能会大幅削减汽车价格,以实现批量生产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能也渴望了解更多有关该公司比特币投资战略及其允许使用比特币购买汽车的决定的信息。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>展望:</b>特斯拉处于有利地位,可以利用绿色能源汽车预期指数级增长带来的机遇。<b></b>其上海超级工厂目前正在生产 Model S 和 Model Y 汽车,随着柏林和德克萨斯州工厂的开业,预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩 (Zach Kirkhorn) 在财报看涨期权上表示,该公司的目标是销量复合年增长率达到 50%,预计 2021 年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点:</b>特斯拉的股价在二月初之前一直飙升,加入了随后的科技抛售行列。该股从1月25日分割调整后的高点900.40美元,3月5日跌至539.49美元,从峰谷跌幅达40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后弥补了部分损失,但尚未突破 800 美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity 分析师 Jed Dorsheimer 在最近的一份报告中表示,特斯拉保持了数年的领先地位,目前正在积极扩展到存储领域,因此其股票的溢价估值是合理的。该公司对该股的目标价为 1,071 美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五,特斯拉股价收盘上涨 1.35%,至 729.40 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一第一季度收益报告有何期待</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一第一季度收益报告有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-04-25 10:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>房屋巨人<b>特斯拉公司。</b>(纳斯达克:TSLA)定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度需要关注的关键指标:</b>特斯拉预计 2021 年第一季度非 GAAP 每股收益 (EPS) 为 79 美分,高于去年同期的 23 美分。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为 102.9 亿美元,同比增长 72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度,特斯拉按非公认会计准则计算,每股收益为 80 美分,营收为 107.4 亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉在4月初透露,第一季度交付了创纪录的184,800辆汽车,其中包括182,780辆Model 3/Y汽车和2020辆Model S/X汽车。这意味着同比增长 109%,环比增长 2.2%。季度产量为180,338。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率:</b>重点可能是监管信贷,2020 年第四季度监管信贷占其收入的 4.3%。几个州采用的零排放汽车法规允许电动汽车制造商获得监管积分,这些积分可以通过向传统汽车制造商出售来货币化,而传统汽车制造商无法实现为绿色能源汽车销售比例设定的最低目标。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>2020年第四季度汽车毛利率从上一季度的27.7%下滑至24.1%。由于本季度价格较高的 Model S/X 车辆的生产陷入停滞,以便更新车型,该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看 TSLA 的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>特斯拉长期空头 Gordon Johnson 在一份预览季度业绩的报告中表示,随着竞争压力的加剧,特斯拉可能会大幅削减汽车价格,以实现批量生产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能也渴望了解更多有关该公司比特币投资战略及其允许使用比特币购买汽车的决定的信息。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>展望:</b>特斯拉处于有利地位,可以利用绿色能源汽车预期指数级增长带来的机遇。<b></b>其上海超级工厂目前正在生产 Model S 和 Model Y 汽车,随着柏林和德克萨斯州工厂的开业,预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩 (Zach Kirkhorn) 在财报看涨期权上表示,该公司的目标是销量复合年增长率达到 50%,预计 2021 年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点:</b>特斯拉的股价在二月初之前一直飙升,加入了随后的科技抛售行列。该股从1月25日分割调整后的高点900.40美元,3月5日跌至539.49美元,从峰谷跌幅达40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后弥补了部分损失,但尚未突破 800 美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity 分析师 Jed Dorsheimer 在最近的一份报告中表示,特斯拉保持了数年的领先地位,目前正在积极扩展到存储领域,因此其股票的溢价估值是合理的。该公司对该股的目标价为 1,071 美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五,特斯拉股价收盘上涨 1.35%,至 729.40 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130364766","content_text":"EV giant Tesla, Inc. (NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For: Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.Focus On Regulatory Credits, Automotive Margins: The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.View more earnings on TSLAWith competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.Forward Outlook: Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles. Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.Stock Take: Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.Although the stock has made good some of the losses since then, it is yet to break above $800 level.Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.Friday, Tesla's shares ended 1.35% higher at $729.40.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807113628,"gmtCreate":1628005230764,"gmtModify":1631890024680,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Stay zen 🙌🏼💎","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Stay zen 🙌🏼💎","text":"$GameStop(GME)$Stay zen 🙌🏼💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/807113628","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127401277,"gmtCreate":1624860097999,"gmtModify":1633947826175,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Exciting news. Looking forward to hear more about their European expansion.","listText":"Exciting news. Looking forward to hear more about their European expansion.","text":"Exciting news. Looking forward to hear more about their European expansion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/127401277","repostId":"1159433692","repostType":4,"repost":{"id":"1159433692","kind":"news","pubTimestamp":1624859723,"share":"https://www.laohunote.com/m/news/1159433692?lang=zh_CN&edition=full","pubTime":"2021-06-28 13:55","market":"us","language":"en","title":"Nio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159433692","media":"Benzinga","summary":"Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker em","content":"<p><div> Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker embarks on an aggressive expansion strategy, cnEVpostreportedSunday. What Happened: Nio now has a ...</p><p><blockquote><div>据 CNEVPOST 周日报道,随着这家中国电动汽车制造商开始积极的扩张战略,蔚来已在中国开设了五个新的换电站。发生了什么:蔚来现在有一个……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</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\">\nNio Opens Another 5 Battery Swap Stations In China As Part of Aggressive Expansion Strategy<blockquote>作为积极扩张战略的一部分,蔚来在中国再开设 5 个换电站</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-06-28 13:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker embarks on an aggressive expansion strategy, cnEVpostreportedSunday. What Happened: Nio now has a ...</p><p><blockquote><div>据 CNEVPOST 周日报道,随着这家中国电动汽车制造商开始积极的扩张战略,蔚来已在中国开设了五个新的换电站。发生了什么:蔚来现在有一个……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/06/21737645/nio-opens-another-5-battery-swap-stations-in-china-as-part-of-aggressive-expansion-strategy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159433692","content_text":"Nio Inc. has opened five new battery swap stations in China as the Chinese electric vehicle maker embarks on an aggressive expansion strategy, cnEVpostreportedSunday.\nWhat Happened: Nio now has a total of 282 battery swap stations in China, as per the report.\nIn addition, the company currently has 194 supercharging stations, 371 destination charging stations and access to more than 380,000 third-party charging piles in China, the report added.\nWhy It Matters:Seen as a Tesla Inc. rival, Nio has pioneered the concept ofbattery-as-a-servicethat would allow users to rent a battery instead of purchasing one, helping to trim the cost for EV owners.\nNio’s second-generation battery swap station,unveiledin January this year, can accommodate 13 batteries and has a daily capacity of up to 312 swaps. Battery-swapping provides the advantage of saving time as opposed to charging.\nNio aims to have 500 battery swap stations in operation nationwide by the end of this year. Several government departments and Chinese cities have supported the construction of battery swap infrastructure.\nHowever, Ark Invest analyst Sam Korus said in a note in May thatgovernment support in the form of subsidieswill harm Nio's global ambitions in the long run. The economics associated with battery swapping will lead to design constraints and shortened battery lives, according to the analyst.\nPrice Action: Nio shares closed almost 0.9% lower in Friday’s trading session at $45.07.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123250734,"gmtCreate":1624426140628,"gmtModify":1634006271243,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"The company is assisting the SEC with ongoing investigations. No integrity in Fool’s journalism. Also GameStop now has 1.8 billion in capital and have 0 long-term debt. ","listText":"The company is assisting the SEC with ongoing investigations. No integrity in Fool’s journalism. Also GameStop now has 1.8 billion in capital and have 0 long-term debt. ","text":"The company is assisting the SEC with ongoing investigations. No integrity in Fool’s journalism. Also GameStop now has 1.8 billion in capital and have 0 long-term debt.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123250734","repostId":"2145520610","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808299600,"gmtCreate":1627583549200,"gmtModify":1631890024694,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Good time to average down! 💎🚀","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Good time to average down! 💎🚀","text":"$GameStop(GME)$Good time to average down! 💎🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808299600","isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144425930,"gmtCreate":1626311257320,"gmtModify":1631890024722,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.","text":"$GameStop(GME)$They shorted it after releasing the article that you could “lose it all” on GME, AMC etc. to shake the paperhands.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/144425930","isVote":1,"tweetType":1,"viewCount":4396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134015034,"gmtCreate":1622191990428,"gmtModify":1634182985825,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>I got my control number as well! 🚀🙌🏼💎","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>I got my control number as well! 🚀🙌🏼💎","text":"$GameStop(GME)$I got my control number as well! 🚀🙌🏼💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134015034","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183448278,"gmtCreate":1623344205794,"gmtModify":1634034339091,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Buckle up! The ride was never going to be smooth 🚀","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Buckle up! The ride was never going to be smooth 🚀","text":"$GameStop(GME)$Buckle up! The ride was never going to be smooth 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183448278","isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147582844,"gmtCreate":1626364217988,"gmtModify":1631890024702,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl! ","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl! ","text":"$GameStop(GME)$Take a break from watching the ticker all the time. Don’t let it get to you. Believe in the DD. Relax, be patient and hodl!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147582844","isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156882946,"gmtCreate":1625211044285,"gmtModify":1631890024740,"author":{"id":"3575552457926722","authorId":"3575552457926722","name":"rhmnjfr","avatar":"https://static.tigerbbs.com/c38827a746715f9db0eee24ada0d72b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575552457926722","idStr":"3575552457926722"},"themes":[],"title":"","htmlText":"Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.","listText":"Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.","text":"Trying to mischaracterise younger traders and generalising the demographic invested in AMC and GME.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156882946","repostId":"1133090424","repostType":4,"isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}