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Fornaxtradin
2021-12-02
$Apple(AAPL)$
Is it time to sell the stock since it’s going down any advice?
Fornaxtradin
2021-12-02
$Apple(AAPL)$
Is it best to sell now and buy back in the future?
Fornaxtradin
2021-12-02
:(
Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</blockquote>
Fornaxtradin
2021-10-21
$META MATLS INC PFD SER A(MMTLP)$
Is itbetter to sell or hold as I’m a newbie
Fornaxtradin
2021-08-31
$Second Sight Medical(EYES)$
Why suddenly increase
Fornaxtradin
2021-08-27
Then wait until when of course not gonna sell because it’s too much loss
@BrainX:
$Meta Materials Inc.(MMAT)$
just hold it. Dont need to rush to buy high to average. Just dont sell what u have will do.
Fornaxtradin
2021-08-11
When will it go up
@_GOD_:
$Chembio Diagnostics(CEMI)$
GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.
Fornaxtradin
2021-08-06
$Chembio Diagnostics(CEMI)$
What to do now it keeps going down and I dw to sell
Fornaxtradin
2021-07-30
$Xenetic Biosciences Inc(XBIO)$
Hold or cut loss
Fornaxtradin
2021-07-30
Comment and like thx
The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote>
Fornaxtradin
2021-07-30
$Xenetic Biosciences Inc(XBIO)$
Let’s go
Fornaxtradin
2021-07-29
$Intec Pharma(NTEC)$
Hogogoggog
Fornaxtradin
2021-07-28
$Infinity Pharmaceuticals(INFI)$
money maker news go and buy more
Fornaxtradin
2021-07-27
$Eyegate Pharmaceuticals(EYEG)$
Will it go up again
Fornaxtradin
2021-07-24
Comment thx
Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>
Fornaxtradin
2021-07-23
$Socket Mobile(SCKT)$
Guys don’t scared plscontinue to buy more
Fornaxtradin
2021-07-20
$Apple(AAPL)$
Is it time to buy in?
Fornaxtradin
2021-07-15
$Apple(AAPL)$
Why is it dropping now
Fornaxtradin
2021-07-14
$Apple(AAPL)$
Last year it goes up to 515 as the highest price is it even possible to go that high this year?
Fornaxtradin
2021-07-14
How do u have 0.10 cost price
@SamLim1808:
$Apple(AAPL)$
🤩
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to sell the stock since it’s going down any advice?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to sell the stock since it’s going down any advice?","text":"$Apple(AAPL)$Is it time to sell the stock since it’s going down any advice?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603416440","isVote":1,"tweetType":1,"viewCount":2773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603434530,"gmtCreate":1638437705737,"gmtModify":1638439171609,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it best to sell now and buy back in the future?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it best to sell now and buy back in the future?","text":"$Apple(AAPL)$Is it best to sell now and buy back in the future?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603434530","isVote":1,"tweetType":1,"viewCount":2884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603499101,"gmtCreate":1638436416933,"gmtModify":1638436417634,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":":(","listText":":(","text":":(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603499101","repostId":"1184715609","repostType":2,"repost":{"id":"1184715609","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":1638435754,"share":"https://www.laohunote.com/m/news/1184715609?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:02","market":"us","language":"en","title":"Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184715609","media":"Tiger Newspress","summary":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had s","content":"<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过 1%,该公司告诉供应商,随着假期临近,iPhone 需求已经放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>遭受全球供应紧缩之苦的苹果公司现在面临着另一个问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对 iPhone 13 系列的需求已经减弱,这表明一些消费者已决定不再尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博新闻社报道,由于零部件短缺,苹果已经将今年 iPhone 13 的产量目标削减了多达 1000 万部,低于 9000 万部的目标。但人们希望明年能够弥补大部分缺口——届时供应预计会有所改善。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会兑现。知情人士要求匿名,因为讨论是私下进行的。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假日季,分析师预计今年最后三个月的销售额将增长 6%,达到 1179 亿美元。但这不会是苹果和华尔街最初设想的重磅季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变体给厌倦了疫情的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过 iPhone 13,等待明年其继任者发布时进行升级。目前的产品线标准型起价为799美元,Pro起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计 2022 款车型将发生更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社报道后,亚洲各地的苹果供应商延长了降幅。在韩国,LG Innotek Co. 下跌 11%,香港上市公司瑞声科技控股公司下跌 4.8%,日本 TDK Corp. 下跌 4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone 是苹果的旗舰产品,约占其上一财年 3658 亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的回扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户可以以很少的成本购买iPhone 13。虽然折扣计划仍然可用,但有些折扣计划提供的节省幅度不如新车型首次上市时那么大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果 10 月份的最后一次财报看涨期权上,首席执行官蒂姆-库克(Tim Cook)表示,在人们对最新 iPhone、iPad 和其他设备的兴趣推动下,对新产品的需求 “非常强劲”,公司有望在假日季度创下历史新高。去年同期销售额为 1114 亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出,供应限制是公司面临的最大挑战。库克预测,由于难以获得足够的零部件,尤其是芯片,苹果在假日季度的收入将损失超过 60 亿美元。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司的主要芯片供应商台湾积体电路制造股份有限公司(Taiwan Semiconductor Manufacturing Co.)最近的销售疲软,10 月份的收入比上月下降了 12%,降至 1345 亿新台币(约合 48 亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的 iPhone 组装商鸿海精密工业股份有限公司预测,由于芯片短缺问题持续困扰,其本季度业务将比去年同期萎缩,原因是消费电子和计算机行业的下滑。10 月 24 日,IQE Plc 在警告智能手机需求疲软后,其股价下跌了 24%,但这家半导体公司没有透露任何特定客户的姓名。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在,购物者的钱包压力更大了。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13 也不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月,等待备受珍视的 Pro 车型的交付。现在等待时间缩短到两周或更短。</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>Apple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</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\">\nApple stock slid more than 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌超过 1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 17:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.</p><p><blockquote>苹果股价在盘前交易中下跌超过 1%,该公司告诉供应商,随着假期临近,iPhone 需求已经放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998e48aaef0f93a3524641e871e1368\" tg-width=\"853\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.</p><p><blockquote>遭受全球供应紧缩之苦的苹果公司现在面临着另一个问题:需求放缓。</blockquote></p><p> The company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.</p><p><blockquote>知情人士称,该公司已告诉其零部件供应商,对 iPhone 13 系列的需求已经减弱,这表明一些消费者已决定不再尝试购买这款难以找到的产品。</blockquote></p><p> Already, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.</p><p><blockquote>据彭博新闻社报道,由于零部件短缺,苹果已经将今年 iPhone 13 的产量目标削减了多达 1000 万部,低于 9000 万部的目标。但人们希望明年能够弥补大部分缺口——届时供应预计会有所改善。据知情人士透露,该公司目前正在通知其供应商,这些订单可能不会兑现。知情人士要求匿名,因为讨论是私下进行的。</blockquote></p><p> The company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.</p><p><blockquote>该公司仍有望迎来创纪录的假日季,分析师预计今年最后三个月的销售额将增长 6%,达到 1179 亿美元。但这不会是苹果和华尔街最初设想的重磅季度。短缺和交货延迟让许多消费者感到沮丧。随着通货膨胀和奥密克戎变体给厌倦了疫情的购物者带来新的担忧,他们可能会放弃一些购买。</blockquote></p><p> That could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.</p><p><blockquote>这可能意味着完全跳过 iPhone 13,等待明年其继任者发布时进行升级。目前的产品线标准型起价为799美元,Pro起价为999美元,被认为是iPhone 12的适度更新,iPhone 12采用了全新的设计。预计 2022 款车型将发生更大的变化,这让一些购物者有理由等待。</blockquote></p><p> Apple, based in Cupertino, California, declined to comment.</p><p><blockquote>总部位于加州库比蒂诺的苹果拒绝置评。</blockquote></p><p> Apple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.</p><p><blockquote>彭博社报道后,亚洲各地的苹果供应商延长了降幅。在韩国,LG Innotek Co. 下跌 11%,香港上市公司瑞声科技控股公司下跌 4.8%,日本 TDK Corp. 下跌 4.8%。</blockquote></p><p> The iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.</p><p><blockquote>iPhone 是苹果的旗舰产品,约占其上一财年 3658 亿美元收入的一半,推出升级是一场微妙的舞蹈。随着iPhone 13的推出,苹果和无线运营商推出了积极的回扣计划来刺激购买。在某些情况下,iPhone 12或更早型号的用户可以以很少的成本购买iPhone 13。虽然折扣计划仍然可用,但有些折扣计划提供的节省幅度不如新车型首次上市时那么大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/473a40069576053da8e3b091905ed20d\" tg-width=\"959\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> During Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.</p><p><blockquote>在苹果 10 月份的最后一次财报看涨期权上,首席执行官蒂姆-库克(Tim Cook)表示,在人们对最新 iPhone、iPad 和其他设备的兴趣推动下,对新产品的需求 “非常强劲”,公司有望在假日季度创下历史新高。去年同期销售额为 1114 亿美元。</blockquote></p><p> He pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.</p><p><blockquote>他指出,供应限制是公司面临的最大挑战。库克预测,由于难以获得足够的零部件,尤其是芯片,苹果在假日季度的收入将损失超过 60 亿美元。</blockquote></p><p> The constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).</p><p><blockquote>这些限制也伤害了苹果的合作伙伴。该公司的主要芯片供应商台湾积体电路制造股份有限公司(Taiwan Semiconductor Manufacturing Co.)最近的销售疲软,10 月份的收入比上月下降了 12%,降至 1345 亿新台币(约合 48 亿美元)。</blockquote></p><p> Last month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.</p><p><blockquote>上个月,苹果主要的 iPhone 组装商鸿海精密工业股份有限公司预测,由于芯片短缺问题持续困扰,其本季度业务将比去年同期萎缩,原因是消费电子和计算机行业的下滑。10 月 24 日,IQE Plc 在警告智能手机需求疲软后,其股价下跌了 24%,但这家半导体公司没有透露任何特定客户的姓名。</blockquote></p><p> And there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.</p><p><blockquote>现在,购物者的钱包压力更大了。美国消费者价格上个月以1990年以来最快的年度速度上涨。尽管工资增长强劲,但食品、天然气和住房成本飙升正在侵蚀购买力。</blockquote></p><p> Meanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.</p><p><blockquote>与此同时,iPhone 13 也不像以前那么难买到了。美国的苹果购物者已经等待了大约一个月,等待备受珍视的 Pro 车型的交付。现在等待时间缩短到两周或更短。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184715609","content_text":"Apple stock slid more than 1% in premarket trading as the company told suppliers iPhone demand had slowed as holidays near.\n\nApple Inc., suffering from a global supply crunch, is now confronting a different problem: slowing demand.\nThe company has told its component suppliers that demand for the iPhone 13 lineup has weakened, people familiar with the matter said, signaling that some consumers have decided against trying to get the hard-to-find item.\nAlready, Apple had cut its iPhone 13 production goal for this year by as many as 10 million units, down from a target of 90 million, because of a lack of parts, Bloomberg News reported. But the hope was to make up much of that shortfall next year -- when supply is expected to improve. The company is now informing its vendors that those orders may not materialize, according to the people, who asked not to be identified because the discussions are private.\nThe company is still on track for a record holiday season, with analysts projecting a sales increase of 6% to $117.9 billion in the final three months of the calendar year. But it won’t be the blockbuster quarter that Apple -- and Wall Street -- had originally envisioned. Shortages and delivery delays have frustrated many consumers. And with inflation and the omicron variant bringing fresh concerns to pandemic-weary shoppers, they may forego some purchases.\nThat could mean skipping the iPhone 13 altogether and waiting to upgrade next year, when its successor comes out. The current lineup, which starts at $799 for the standard model and $999 for the Pro, is considered a modest update from the iPhone 12, which had a whole new design. Bigger changes are expected for the 2022 model, giving some shoppers a reason to wait.\nApple, based in Cupertino, California, declined to comment.\nApple suppliers across Asia extended their declines after Bloomberg’s report. In South Korea,LG Innotek Co. slid 11%, while Hong Kong-listed AAC Technologies Holdings Inc. fell as much as 4.8% and Japan’s TDK Corp. dropped as much as 4.8%.\nThe iPhone is Apple’s flagship product, accounting for about half of its $365.8 billion in revenue during the last fiscal year, and rolling out upgrades is a delicate dance. With the iPhone 13, Apple and wireless carriers unleashed aggressive rebate programs to spur purchases. In some cases, owners of an iPhone 12 or earlier models were able to buy an iPhone 13 at little to no cost. While discount programs are still available, some offer less dramatic savings than when new models first went on sale.\n\nDuring Apple’s last earnings call in October, Chief Executive Officer Tim Cook said that demand for new products was “very robust” -- fueled by interest in the latest iPhones, iPads and other devices -- and that the company was on track for a record holiday quarter. It had sales of $111.4 billion in the year-earlier period.\nHe pointed to supply constraints as the company’s biggest challenge. Cook predicted that the struggle to get enough components, particularly chips, would cost Apple more than $6 billion in revenue during the holiday quarter.\nThe constraints have hurt Apple partners as well. Sales for the company’s main chip supplier,Taiwan Semiconductor Manufacturing Co., weakened recently, with October revenue falling 12% from the previous month to NT$134.5 billion ($4.8 billion).\nLast month, Apple’s main iPhone assembler,Hon Hai Precision Industry Co., predicted that its business willshrinkthis quarter from a year earlier -- caused by declines in consumer electronics and computing -- as it continues to suffer from the chip shortage. On Oct. 24,IQE Plc saw its shares fall 24% after it warned of softening smartphone demand, although the semiconductor company didn’t name any particular customer.\nAnd there’s now more strain on shoppers’ pocketbooks. U.S. consumer prices rose last month at the fastest annual pace since 1990. Surging costs for food, gas and housing are eroding purchasing power despite stronger wage growth.\nMeanwhile, the iPhone 13 isn’t as hard to get as it once was. Apple shoppers in the U.S. had been waiting about a month for the much-prized Pro model to be delivered. Now wait times are down to two weeks or less.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853403196,"gmtCreate":1634827321301,"gmtModify":1634827459227,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MMTLP\">$META MATLS INC PFD SER A(MMTLP)$</a>Is itbetter to sell or hold as I’m a newbie ","listText":"<a href=\"https://laohu8.com/S/MMTLP\">$META MATLS INC PFD SER A(MMTLP)$</a>Is itbetter to sell or hold as I’m a newbie ","text":"$META MATLS INC PFD SER A(MMTLP)$Is itbetter to sell or hold as I’m a newbie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853403196","isVote":1,"tweetType":1,"viewCount":5052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818577521,"gmtCreate":1630422721763,"gmtModify":1631888012293,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a>Why suddenly increase ","listText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a>Why suddenly increase ","text":"$Second Sight Medical(EYES)$Why suddenly increase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818577521","isVote":1,"tweetType":1,"viewCount":2333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810476783,"gmtCreate":1629999631342,"gmtModify":1704954432805,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"Then wait until when of course not gonna sell because it’s too much loss ","listText":"Then wait until when of course not gonna sell because it’s too much loss ","text":"Then wait until when of course not gonna sell because it’s too much loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810476783","repostId":"810689288","repostType":1,"repost":{"id":810689288,"gmtCreate":1629971504844,"gmtModify":1631884572191,"author":{"id":"3586928853192887","authorId":"3586928853192887","name":"BrainX","avatar":"https://static.tigerbbs.com/58e2f137bc35a9d30a30f096fe2da067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586928853192887","authorIdStr":"3586928853192887"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>just hold it. Dont need to rush to buy high to average. Just dont sell what u have will do. ","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>just hold it. Dont need to rush to buy high to average. Just dont sell what u have will do. ","text":"$Meta Materials Inc.(MMAT)$just hold it. Dont need to rush to buy high to average. Just dont sell what u have will do.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810689288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892517279,"gmtCreate":1628672043091,"gmtModify":1631890068731,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"When will it go up","listText":"When will it go up","text":"When will it go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892517279","repostId":"892067394","repostType":1,"repost":{"id":892067394,"gmtCreate":1628612526318,"gmtModify":1631883740768,"author":{"id":"3576807236070433","authorId":"3576807236070433","name":"_GOD_","avatar":"https://static.tigerbbs.com/a7926464e49b85685a50f1e80f5ff8cd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576807236070433","authorIdStr":"3576807236070433"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a> GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a> GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.","text":"$Chembio Diagnostics(CEMI)$ GOD OF STOCKS LAST WEEK HAD ALREADY WARNED YOU ALL TO SELL ALL CEMI BEFORE TOO LATE AND IT CAME TRUE 100%. NOW STILL NOT TOO LATE TO SELL ALL. FRI WILL DROP VERY VERY LOW.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892067394","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893876146,"gmtCreate":1628257627685,"gmtModify":1631883740865,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a>What to do now it keeps going down and I dw to sell","listText":"<a href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a>What to do now it keeps going down and I dw to sell","text":"$Chembio Diagnostics(CEMI)$What to do now it keeps going down and I dw to sell","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/893876146","isVote":1,"tweetType":1,"viewCount":4367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806668930,"gmtCreate":1627653924920,"gmtModify":1631886866558,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Hold or cut loss ","listText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Hold or cut loss ","text":"$Xenetic Biosciences Inc(XBIO)$Hold or cut loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806668930","isVote":1,"tweetType":1,"viewCount":4631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806899418,"gmtCreate":1627646579534,"gmtModify":1631890068742,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"Comment and like thx ","listText":"Comment and like thx ","text":"Comment and like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806899418","repostId":"1196132618","repostType":4,"repost":{"id":"1196132618","kind":"news","pubTimestamp":1627632825,"share":"https://www.laohunote.com/m/news/1196132618?lang=zh_CN&edition=full","pubTime":"2021-07-30 16:13","market":"us","language":"en","title":"The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196132618","media":"Barrons","summary":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has ","content":"<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p><p><blockquote>随着参议院投票决定开始辩论该措施,1.2万亿美元的基础设施一揽子计划正在慢慢接近终点线。</blockquote></p><p> Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p><p><blockquote>分析人士预计参议院下周将在两党支持下通过一项法案。然后众议院可能会采取措施。</blockquote></p><p> The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p><p><blockquote>该法案包括在现有项目之外的5500亿美元的新支出。亮点包括730亿美元用于清洁能源传输,1100亿美元用于道路和桥梁,75亿美元用于电动汽车充电站。资金还将用于机场、水利工程、宽带互联网和应对气候变化的倡议。</blockquote></p><p> Passage of a bill still faces steep political hurdles.</p><p><blockquote>该法案的通过仍然面临严峻的政治障碍。</blockquote></p><p> While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p><p><blockquote>虽然参议院少数党领袖米奇·麦康奈尔(肯塔基州共和党人)表示支持,但该法案可能会受到众议院民主党人要求首先通过3.5万亿美元预算和解法案的阻碍。这并不容易,尤其是如果民主党人希望在基础设施建设方面争取共和党参议员的支持,条件是首先通过一项和解法案。</blockquote></p><p> Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p><p><blockquote>尽管如此,如果该法案确实继续推进,华尔街分析师可能会提高 2022 年及以后的收入预期,预计随着项目获得批准,联邦、州和地方政府将源源不断地提供资金。</blockquote></p><p> So how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p><p><blockquote>那么怎么玩呢?交易所交易基金赞助商 Global X 的研究分析师 Andrew Little 表示,将受益的四家公司是 Jacobs Engineering Group(股票代码:J)、Hubbell(HUBB)、Insteel Industries(IIIN)和 Union Pacific(UNP)。</blockquote></p><p> Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p><p><blockquote>他指出,雅各布斯是一家建筑公司,也是目前正在进行的几个重大项目的首席工程师,包括耗资 12 亿美元重建丹佛 I-270 走廊。雅各布斯还参与可再生能源项目并建设数据中心。</blockquote></p><p> Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p><p><blockquote>Hubbell 为工业客户制造电气设备,包括提高建筑能效和电力传输的产品,帮助创建 “智能电网 ”。</blockquote></p><p> Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p><p><blockquote>Insteel生产用于建筑项目和供水设施的钢丝,包括管道加固和灌溉工程。</blockquote></p><p> Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p><p><blockquote>联合太平洋运营着美国最大的货运铁路网络之一,在西部23个州运营,并将受益于原材料和工业品数量的增加。</blockquote></p><p> Investors may be paying a steep premium for these stocks, though.</p><p><blockquote>不过,投资者可能会为这些股票支付高昂的溢价。</blockquote></p><p> Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p><p><blockquote>雅各布斯今年上涨了 26%,交易价格是未来 12 个月市盈率的 19 倍,比其五年平均市盈率溢价 19%。不过,如果说有什么好处的话,那可能是在基础设施方面--雅各布斯公司在最近的财报看涨期权上表示,该公司的 “人与场所 ”业务通过对公共和私人项目进行现代化改造,每年可产生 70 亿美元的收入,部分原因是为了满足更高的环境标准。</blockquote></p><p> Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p><p><blockquote>Hubbell 今年股价上涨 27%,市盈率为 21 倍,而五年平均市盈率为 18 倍。该公司将受益于可再生能源基础设施(包括太阳能和风能组件)支出的增加。</blockquote></p><p> Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p><p><blockquote>Insteel 今年上涨了 75%,尽管其市盈率仍为 13 倍。Insteel 最近告诉分析师,尽管基础设施法案将是一个好处,但该公司正面临供应限制和物流问题。</blockquote></p><p> Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p><p><blockquote>联合太平洋公司的股价今年仅上涨了 5%,市盈率为 20 倍,高于其五年平均市盈率 19 倍。</blockquote></p><p> Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p><p><blockquote>由于供应链中断、半导体短缺以及美国港口等待卸货的积压货物,货运量一直低迷。</blockquote></p><p> But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p><p><blockquote>但铁路部门预计,随着经济增长势头,原材料销量将保持强劲。Union 在 5 月份将年度股息上调了 10%,至每股 1.07 美元,年化收益率为 2%。</blockquote></p><p> Other infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.</p><p><blockquote>其他最受欢迎的基础设施公司包括骨料公司 Vulcan Materials (VMC) 和 Martin Marietta Materials (MLM),以及工业机械巨头Deere (DE) 和卡特彼勒 (CAT)。在宽带领域,American Tower REIT (AMT)、SBA Communications (SBAC) 和 Crown Castle International (CCI) 等手机信号塔公司可能会受益。</blockquote></p><p> Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).</p><p><blockquote>投资者还可以通过 ETF 接触该主题。今年清洁技术领域表现最佳的公司包括第一信托纳斯达克清洁边缘智能电网基础设施指数 (GRID)、景顺 MSCI 可持续未来 (ERTH) 和第一信托全球风能 (FAN)。</blockquote></p><p> As<i>Barron’s</i> has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.</p><p><blockquote>作为<i>巴伦</i>值得注意的是,包括安费诺 (APH)、TE Connectivity (TEL) 和森萨塔科技控股公司 (ST) 在内的电动汽车充电器组件供应商也可能成为赢家。</blockquote></p><p> The iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.</p><p><blockquote>iShares 美国基础设施 ETF (IFRA) 包括大量公用事业公司,占其资产基础的 44%。该 ETF 今年表现良好,上涨了 20%,而标普500的回报率为 17%。</blockquote></p><p> There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p><p><blockquote>如果基础设施列车最终离开华盛顿联合车站,未来可能会有更多收获。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe $1.2 Trillion Infrastructure Bill Could Lift These Stocks<blockquote>1.2 万亿美元的基础设施法案可能会提振这些股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-30 16:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p><p><blockquote>随着参议院投票决定开始辩论该措施,1.2万亿美元的基础设施一揽子计划正在慢慢接近终点线。</blockquote></p><p> Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p><p><blockquote>分析人士预计参议院下周将在两党支持下通过一项法案。然后众议院可能会采取措施。</blockquote></p><p> The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p><p><blockquote>该法案包括在现有项目之外的5500亿美元的新支出。亮点包括730亿美元用于清洁能源传输,1100亿美元用于道路和桥梁,75亿美元用于电动汽车充电站。资金还将用于机场、水利工程、宽带互联网和应对气候变化的倡议。</blockquote></p><p> Passage of a bill still faces steep political hurdles.</p><p><blockquote>该法案的通过仍然面临严峻的政治障碍。</blockquote></p><p> While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p><p><blockquote>虽然参议院少数党领袖米奇·麦康奈尔(肯塔基州共和党人)表示支持,但该法案可能会受到众议院民主党人要求首先通过3.5万亿美元预算和解法案的阻碍。这并不容易,尤其是如果民主党人希望在基础设施建设方面争取共和党参议员的支持,条件是首先通过一项和解法案。</blockquote></p><p> Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p><p><blockquote>尽管如此,如果该法案确实继续推进,华尔街分析师可能会提高 2022 年及以后的收入预期,预计随着项目获得批准,联邦、州和地方政府将源源不断地提供资金。</blockquote></p><p> So how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p><p><blockquote>那么怎么玩呢?交易所交易基金赞助商 Global X 的研究分析师 Andrew Little 表示,将受益的四家公司是 Jacobs Engineering Group(股票代码:J)、Hubbell(HUBB)、Insteel Industries(IIIN)和 Union Pacific(UNP)。</blockquote></p><p> Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p><p><blockquote>他指出,雅各布斯是一家建筑公司,也是目前正在进行的几个重大项目的首席工程师,包括耗资 12 亿美元重建丹佛 I-270 走廊。雅各布斯还参与可再生能源项目并建设数据中心。</blockquote></p><p> Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p><p><blockquote>Hubbell 为工业客户制造电气设备,包括提高建筑能效和电力传输的产品,帮助创建 “智能电网 ”。</blockquote></p><p> Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p><p><blockquote>Insteel生产用于建筑项目和供水设施的钢丝,包括管道加固和灌溉工程。</blockquote></p><p> Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p><p><blockquote>联合太平洋运营着美国最大的货运铁路网络之一,在西部23个州运营,并将受益于原材料和工业品数量的增加。</blockquote></p><p> Investors may be paying a steep premium for these stocks, though.</p><p><blockquote>不过,投资者可能会为这些股票支付高昂的溢价。</blockquote></p><p> Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p><p><blockquote>雅各布斯今年上涨了 26%,交易价格是未来 12 个月市盈率的 19 倍,比其五年平均市盈率溢价 19%。不过,如果说有什么好处的话,那可能是在基础设施方面--雅各布斯公司在最近的财报看涨期权上表示,该公司的 “人与场所 ”业务通过对公共和私人项目进行现代化改造,每年可产生 70 亿美元的收入,部分原因是为了满足更高的环境标准。</blockquote></p><p> Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p><p><blockquote>Hubbell 今年股价上涨 27%,市盈率为 21 倍,而五年平均市盈率为 18 倍。该公司将受益于可再生能源基础设施(包括太阳能和风能组件)支出的增加。</blockquote></p><p> Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p><p><blockquote>Insteel 今年上涨了 75%,尽管其市盈率仍为 13 倍。Insteel 最近告诉分析师,尽管基础设施法案将是一个好处,但该公司正面临供应限制和物流问题。</blockquote></p><p> Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p><p><blockquote>联合太平洋公司的股价今年仅上涨了 5%,市盈率为 20 倍,高于其五年平均市盈率 19 倍。</blockquote></p><p> Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p><p><blockquote>由于供应链中断、半导体短缺以及美国港口等待卸货的积压货物,货运量一直低迷。</blockquote></p><p> But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p><p><blockquote>但铁路部门预计,随着经济增长势头,原材料销量将保持强劲。Union 在 5 月份将年度股息上调了 10%,至每股 1.07 美元,年化收益率为 2%。</blockquote></p><p> Other infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.</p><p><blockquote>其他最受欢迎的基础设施公司包括骨料公司 Vulcan Materials (VMC) 和 Martin Marietta Materials (MLM),以及工业机械巨头Deere (DE) 和卡特彼勒 (CAT)。在宽带领域,American Tower REIT (AMT)、SBA Communications (SBAC) 和 Crown Castle International (CCI) 等手机信号塔公司可能会受益。</blockquote></p><p> Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).</p><p><blockquote>投资者还可以通过 ETF 接触该主题。今年清洁技术领域表现最佳的公司包括第一信托纳斯达克清洁边缘智能电网基础设施指数 (GRID)、景顺 MSCI 可持续未来 (ERTH) 和第一信托全球风能 (FAN)。</blockquote></p><p> As<i>Barron’s</i> has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.</p><p><blockquote>作为<i>巴伦</i>值得注意的是,包括安费诺 (APH)、TE Connectivity (TEL) 和森萨塔科技控股公司 (ST) 在内的电动汽车充电器组件供应商也可能成为赢家。</blockquote></p><p> The iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.</p><p><blockquote>iShares 美国基础设施 ETF (IFRA) 包括大量公用事业公司,占其资产基础的 44%。该 ETF 今年表现良好,上涨了 20%,而标普500的回报率为 17%。</blockquote></p><p> There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p><p><blockquote>如果基础设施列车最终离开华盛顿联合车站,未来可能会有更多收获。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196132618","content_text":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.\nThe bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.\nPassage of a bill still faces steep political hurdles.\nWhile Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.\nStill, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.\nSo how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.\nJacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.\nHubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”\nInsteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.\nUnion Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.\nInvestors may be paying a steep premium for these stocks, though.\nJacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.\nHubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.\nInsteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.\nUnion Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.\nFreight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.\nBut the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.\nOther infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.\nInvestors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).\nAsBarron’s has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.\nThe iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.\nThere could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806338776,"gmtCreate":1627631539795,"gmtModify":1631886866567,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Let’s go ","listText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Let’s go ","text":"$Xenetic Biosciences Inc(XBIO)$Let’s go","images":[{"img":"https://static.tigerbbs.com/315d5585a348cbf7d944095a851f69ab","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/806338776","isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808698031,"gmtCreate":1627571919223,"gmtModify":1631884850387,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NTEC\">$Intec Pharma(NTEC)$</a>Hogogoggog","listText":"<a href=\"https://laohu8.com/S/NTEC\">$Intec Pharma(NTEC)$</a>Hogogoggog","text":"$Intec Pharma(NTEC)$Hogogoggog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808698031","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803764158,"gmtCreate":1627465221574,"gmtModify":1631889399422,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INFI\">$Infinity Pharmaceuticals(INFI)$</a>money maker news go and buy more ","listText":"<a href=\"https://laohu8.com/S/INFI\">$Infinity Pharmaceuticals(INFI)$</a>money maker news go and buy more ","text":"$Infinity Pharmaceuticals(INFI)$money maker news go and buy more","images":[{"img":"https://static.tigerbbs.com/3c24f149fbb3062585ca427b1fc40edf","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/803764158","isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809717797,"gmtCreate":1627393125219,"gmtModify":1631890068755,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EYEG\">$Eyegate Pharmaceuticals(EYEG)$</a>Will it go up again ","listText":"<a href=\"https://laohu8.com/S/EYEG\">$Eyegate Pharmaceuticals(EYEG)$</a>Will it go up again ","text":"$Eyegate Pharmaceuticals(EYEG)$Will it go up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809717797","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174271245,"gmtCreate":1627106459787,"gmtModify":1631890068767,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"Comment thx ","listText":"Comment thx ","text":"Comment thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174271245","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175401303,"gmtCreate":1627044834702,"gmtModify":1631889431691,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SCKT\">$Socket Mobile(SCKT)$</a>Guys don’t scared plscontinue to buy more ","listText":"<a href=\"https://laohu8.com/S/SCKT\">$Socket Mobile(SCKT)$</a>Guys don’t scared plscontinue to buy more ","text":"$Socket Mobile(SCKT)$Guys don’t scared plscontinue to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175401303","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178938940,"gmtCreate":1626779709580,"gmtModify":1631890068777,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to buy in?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Is it time to buy in?","text":"$Apple(AAPL)$Is it time to buy in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178938940","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147505807,"gmtCreate":1626362015709,"gmtModify":1631890068786,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Why is it dropping now ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Why is it dropping now ","text":"$Apple(AAPL)$Why is it dropping now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147505807","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144811663,"gmtCreate":1626274710452,"gmtModify":1631890068800,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Last year it goes up to 515 as the highest price is it even possible to go that high this year?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Last year it goes up to 515 as the highest price is it even possible to go that high this year?","text":"$Apple(AAPL)$Last year it goes up to 515 as the highest price is it even possible to go that high this year?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/144811663","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145671862,"gmtCreate":1626223411156,"gmtModify":1631890068814,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"How do u have 0.10 cost price ","listText":"How do u have 0.10 cost price ","text":"How do u have 0.10 cost price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145671862","repostId":"145643062","repostType":1,"repost":{"id":145643062,"gmtCreate":1626222895456,"gmtModify":1631890280384,"author":{"id":"3564621106867531","authorId":"3564621106867531","name":"SamLim1808","avatar":"https://static.tigerbbs.com/2c0d4f7a8fbd587907bd2b1a409bb9ca","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564621106867531","authorIdStr":"3564621106867531"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤩","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤩","text":"$Apple(AAPL)$🤩","images":[{"img":"https://static.tigerbbs.com/80312240315750a5a3e646a2c7e8657c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145643062","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":159811201,"gmtCreate":1624955078203,"gmtModify":1631885419153,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MRIN\">$Marin(MRIN)$</a>Is it worth to buy now at this point?","listText":"<a href=\"https://laohu8.com/S/MRIN\">$Marin(MRIN)$</a>Is it worth to buy now at this point?","text":"$Marin(MRIN)$Is it worth to buy now at this point?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/159811201","isVote":1,"tweetType":1,"viewCount":33602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893876146,"gmtCreate":1628257627685,"gmtModify":1631883740865,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a>What to do now it keeps going down and I dw to sell","listText":"<a href=\"https://laohu8.com/S/CEMI\">$Chembio Diagnostics(CEMI)$</a>What to do now it keeps going down and I dw to sell","text":"$Chembio Diagnostics(CEMI)$What to do now it keeps going down and I dw to sell","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/893876146","isVote":1,"tweetType":1,"viewCount":4367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153037392,"gmtCreate":1624984558516,"gmtModify":1631884925891,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Helppp","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Helppp","text":"$Meta Materials Inc.(MMAT)$Helppp","images":[{"img":"https://static.tigerbbs.com/99e6470a6e6f4d3e2f0295bf1246e6ad","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/153037392","isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126927039,"gmtCreate":1624542781121,"gmtModify":1631884928368,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Guys ifI got extra cash should I buy abit more of TRCH stocks? Since TRCH is $5+ and 1:1 with Meta which is $11 right now ","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Guys ifI got extra cash should I buy abit more of TRCH stocks? Since TRCH is $5+ and 1:1 with Meta which is $11 right now ","text":"$Torchlight Energy Resources(TRCH)$Guys ifI got extra cash should I buy abit more of TRCH stocks? Since TRCH is $5+ and 1:1 with Meta which is $11 right now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/126927039","isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803764158,"gmtCreate":1627465221574,"gmtModify":1631889399422,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INFI\">$Infinity Pharmaceuticals(INFI)$</a>money maker news go and buy more ","listText":"<a href=\"https://laohu8.com/S/INFI\">$Infinity Pharmaceuticals(INFI)$</a>money maker news go and buy more ","text":"$Infinity Pharmaceuticals(INFI)$money maker news go and buy more","images":[{"img":"https://static.tigerbbs.com/3c24f149fbb3062585ca427b1fc40edf","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/803764158","isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806338776,"gmtCreate":1627631539795,"gmtModify":1631886866567,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Let’s go ","listText":"<a href=\"https://laohu8.com/S/XBIO\">$Xenetic Biosciences Inc(XBIO)$</a>Let’s go ","text":"$Xenetic Biosciences Inc(XBIO)$Let’s go","images":[{"img":"https://static.tigerbbs.com/315d5585a348cbf7d944095a851f69ab","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/806338776","isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150217446,"gmtCreate":1624906528785,"gmtModify":1631884926290,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Haiss gg ","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Haiss gg ","text":"$Meta Materials Inc.(MMAT)$Haiss gg","images":[{"img":"https://static.tigerbbs.com/69985f53600bab00f7db33dd5267ffb5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/150217446","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156646495,"gmtCreate":1625221225617,"gmtModify":1631884924889,"author":{"id":"3575688807190088","authorId":"3575688807190088","name":"Fornaxtradin","avatar":"https://static.tigerbbs.com/91bb537594aa95dfa3f0b4f147e2e347","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575688807190088","authorIdStr":"3575688807190088"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Today is the financial report right? Did they say what time they releasing it?","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Today is the financial report right? Did they say what time they releasing it?","text":"$Meta Materials Inc.(MMAT)$Today is the financial report right? 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