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2021-04-24

hmmm

抱歉，原内容已删除

2021-04-07

[微笑]

Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>

2021-03-17

Stimulus not so stimulus to markets?

Why $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote>

2021-03-17

VW OR TESLA?

Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote>

2021-03-17

interesting

Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>

去老虎APP查看更多动态

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22:12","market":"us","language":"en","title":"Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143956197","media":"TheStreet","summary":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings seas","content":"<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p><p><blockquote>Wedbush分析师表示，随着第一季度财报季的开始，苹果、微软和Nuance是最值得关注的三大科技公司。</blockquote></p><p> Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.</p><p><blockquote>随着第一季度财报开始公布，苹果、微软和Nuance Communications是最值得关注的三大科技公司，由于第四次工业革命的兴起，这三家公司的盈利、销售额和基本面都将好于预期。</blockquote></p><p> In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.</p><p><blockquote>Wedbush Securities分析师Dan Ives和Strecker Backe在周三给客户的一份研究报告中表示，虽然估值将继续是一场情绪化的牛/熊辩论，但“……随着第四次工业革命开始在整个科技领域扎根，这些下一代技术的基本面增长是前所未有的。</blockquote></p><p> “We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.</p><p><blockquote>分析师写道：“我们相信下个月的第一季度收益将成为科技股的主要积极催化剂，因为我们的检查继续显示全面强劲的基本面/交易活动。”并补充说，尽管对轮动的担忧挥之不去，但科技股在今年剩余时间内仍有可能上涨25%至30%。</blockquote></p><p> For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p><p><blockquote>对于苹果来说，Ives认为“超级周期”论点将在3月和6月季度与加利福尼亚州库比蒂诺一起上演。巨头iPhone销量超过2.4亿部，远高于目前预测的2021年全年2.2亿部，也超过了2015年2.31亿部的销量纪录。</blockquote></p><p> Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.</p><p><blockquote>根据Ives团队的实地考察，微软也有望成为长期赢家，这家总部位于华盛顿州雷德蒙的软件巨头随着Azure的增长在云军备竞赛中取得了进展，他们表示此举将继续缩小微软和亚马逊在网络服务领域的差距。</blockquote></p><p> Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.</p><p><blockquote>与此同时，医疗保健云巨头Nuance是Wedbush的另一个最爱，因为随着更多医院范围的部署转向云，特别是随着对云、安全和共享医疗保健数据成为前沿和中心，该公司继续专注于构建全球云医疗保健和人工智能驱动的业务。</blockquote></p><p> Ives and his team have outperform ratings on all three companies.</p><p><blockquote>艾夫斯和他的团队对这三家公司的评级都优于大盘。</blockquote></p><p> At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.</p><p><blockquote>截至上次检查，苹果股价下跌0.42%，至125.68美元，而微软股价上涨0.35%，至248.72美元。Nuance股价上涨0.32%，至44.37美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</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 and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-07 22:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p><p><blockquote>Wedbush分析师表示，随着第一季度财报季的开始，苹果、微软和Nuance是最值得关注的三大科技公司。</blockquote></p><p> Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.</p><p><blockquote>随着第一季度财报开始公布，苹果、微软和Nuance Communications是最值得关注的三大科技公司，由于第四次工业革命的兴起，这三家公司的盈利、销售额和基本面都将好于预期。</blockquote></p><p> In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.</p><p><blockquote>Wedbush Securities分析师Dan Ives和Strecker Backe在周三给客户的一份研究报告中表示，虽然估值将继续是一场情绪化的牛/熊辩论，但“……随着第四次工业革命开始在整个科技领域扎根，这些下一代技术的基本面增长是前所未有的。</blockquote></p><p> “We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.</p><p><blockquote>分析师写道：“我们相信下个月的第一季度收益将成为科技股的主要积极催化剂，因为我们的检查继续显示全面强劲的基本面/交易活动。”并补充说，尽管对轮动的担忧挥之不去，但科技股在今年剩余时间内仍有可能上涨25%至30%。</blockquote></p><p> For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p><p><blockquote>对于苹果来说，Ives认为“超级周期”论点将在3月和6月季度与加利福尼亚州库比蒂诺一起上演。巨头iPhone销量超过2.4亿部，远高于目前预测的2021年全年2.2亿部，也超过了2015年2.31亿部的销量纪录。</blockquote></p><p> Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.</p><p><blockquote>根据Ives团队的实地考察，微软也有望成为长期赢家，这家总部位于华盛顿州雷德蒙的软件巨头随着Azure的增长在云军备竞赛中取得了进展，他们表示此举将继续缩小微软和亚马逊在网络服务领域的差距。</blockquote></p><p> Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.</p><p><blockquote>与此同时，医疗保健云巨头Nuance是Wedbush的另一个最爱，因为随着更多医院范围的部署转向云，特别是随着对云、安全和共享医疗保健数据成为前沿和中心，该公司继续专注于构建全球云医疗保健和人工智能驱动的业务。</blockquote></p><p> Ives and his team have outperform ratings on all three companies.</p><p><blockquote>艾夫斯和他的团队对这三家公司的评级都优于大盘。</blockquote></p><p> At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.</p><p><blockquote>截至上次检查，苹果股价下跌0.42%，至125.68美元，而微软股价上涨0.35%，至248.72美元。Nuance股价上涨0.32%，至44.37美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NUAN":"微妙通讯","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143956197","content_text":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.\nIn a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.\n“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.\nFor Apple, Ives sees the“Supercycle” thesis playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.\nMicrosoft also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon in the web-services world.\nHealthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data becomes front and center.\nIves and his team have outperform ratings on all three companies.\nAt last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.","news_type":1,"symbols_score_info":{"NUAN":0.9,"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324112838,"gmtCreate":1615973920924,"gmtModify":1703495729158,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"Stimulus not so stimulus to markets?","listText":"Stimulus not so stimulus to markets?","text":"Stimulus not so stimulus to markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324112838","repostId":"1149837805","repostType":4,"repost":{"id":"1149837805","kind":"news","pubTimestamp":1615971667,"share":"https://www.laohu8.com/m/news/1149837805?lang=zh_CN&edition=full","pubTime":"2021-03-17 17:01","market":"us","language":"en","title":"Why $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149837805","media":"MarketWatch","summary":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts becau","content":"<p>It’s a simple logical error</p><p><blockquote>这是一个简单的逻辑错误</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p><p><blockquote></blockquote></p><p> If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p><p><blockquote>如果您计划在退休账户中承担额外风险，因为所有刺激资金即将“涌入股票”，请不要这样做。</blockquote></p><p> The same goes for bitcoin.</p><p><blockquote>比特币也是如此。</blockquote></p><p> Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p><p><blockquote>瑞穗证券是最新推动这一想法的公司，一项调查显示，3800亿美元刺激意外之财中的10%将投资于股票和比特币。</blockquote></p><p> That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p><p><blockquote>据华尔街称，这意味着约400亿美元的额外资金将“进入股市”，推动股市走高。</blockquote></p><p> Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p><p><blockquote>最近，德意志银行估计年轻的个人投资者准备向市场注入1700亿美元。</blockquote></p><p> And the Wall Street hucksters made the same argument.</p><p><blockquote>华尔街的小贩们也提出了同样的论点。</blockquote></p><p> But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p><p><blockquote>但这是古老的“钱在场外”谬论。（顺便提一下，这又一次提出了一个问题，为什么我们不把逻辑学作为公共教育系统的第一主题来教授——这是一个失败，其毁灭性的代价每天都很明显。）</blockquote></p><p> It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p><p><blockquote>这是一个简单的逻辑错误，谁指出来并不重要——我，你的经纪人，月亮上的人。这是基本逻辑。</blockquote></p><p> Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p><p><blockquote>刺激资金，或“场外”资金，不能“进入市场”，原因很简单，但当这种情况出现时，却一次又一次地被忽视。</blockquote></p><p> Every time a security is bought, one must be sold.</p><p><blockquote>每次买入证券，就必须卖出一只。</blockquote></p><p> Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p><p><blockquote>很明显，对吧？如果我买了你的苹果股票，那么你…呃…必须卖给我。我买，你卖。</blockquote></p><p> Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p><p><blockquote>想象一下，如果你买了一栋房子并试图搬进去，而前任房主认为他会保留它，并将支票存入银行。</blockquote></p><p> If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p><p><blockquote>如果投资者将400亿美元的刺激意外之财“投入”股票（和比特币），猜猜当前投资者将同时从股票（和比特币）中“取出”多少。</blockquote></p><p> Er…$40 billion.</p><p><blockquote>呃……400亿美元。</blockquote></p><p> And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p><p><blockquote>如果热切的年轻投资者冲出去，将1700亿美元的现金投入到这些投资中，当前的投资者将……呃……拿出1700亿美元。</blockquote></p><p> It is not a coincidence that the figures match.</p><p><blockquote>这些数字相符并非巧合。</blockquote></p><p> I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p><p><blockquote>我有10美元，你有一份。我买你的股份。现在我有了你的那份…你有了我的10美元。</blockquote></p><p> None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p><p><blockquote>这并不意味着股票市场是一项糟糕的投资（或一项好的投资），只是这一特殊的论点没有说服力。</blockquote></p><p> The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p><p><blockquote>更有趣的问题是，这些热刺激资金是否会在投资者中激发更大的动物精神——尤其是在那些投资经验最少的人中。</blockquote></p><p> Is that possible? Obviously.</p><p><blockquote>这可能吗？明显地。</blockquote></p><p> Is it likely? Maybe.</p><p><blockquote>有可能吗？也许。</blockquote></p><p> On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p><p><blockquote>另一方面，400亿美元约占美国股市价值的0.07%，1700亿美元约占0.3%，所以你不得不想知道这种额外的兴奋会值多少钱。</blockquote></p><p> You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p><p><blockquote>你可能也有理由想知道市场能承受多少额外的繁荣，因为——如上图所示——它看起来已经相当繁荣了。</blockquote></p><p> For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p><p><blockquote>对于那些跟随趋势的人来说，更重要的短期问题是美国市场（例如以Vanguard Total Stock Market ETF衡量）（刚刚）高于其50天移动平均线，并且远高于其200天移动平均线。所以趋势依然看涨。</blockquote></p><p> Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p><p><blockquote>随着通胀预测突破8年高点，以及白宫考虑将企业税率提高25%，这种情况是否仍然存在，将是另一回事。</blockquote></p><p> Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</p><p><blockquote>与此同时，那些好奇的人可能会想，如果新的和没有经验的投资者如此渴望向市场投入400亿美元甚至1700亿美元，那么当前的（可能更有经验的）投资者却如此愿意拿出同样的金额。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-17 17:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a simple logical error</p><p><blockquote>这是一个简单的逻辑错误</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p><p><blockquote></blockquote></p><p> If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p><p><blockquote>如果您计划在退休账户中承担额外风险，因为所有刺激资金即将“涌入股票”，请不要这样做。</blockquote></p><p> The same goes for bitcoin.</p><p><blockquote>比特币也是如此。</blockquote></p><p> Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p><p><blockquote>瑞穗证券是最新推动这一想法的公司，一项调查显示，3800亿美元刺激意外之财中的10%将投资于股票和比特币。</blockquote></p><p> That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p><p><blockquote>据华尔街称，这意味着约400亿美元的额外资金将“进入股市”，推动股市走高。</blockquote></p><p> Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p><p><blockquote>最近，德意志银行估计年轻的个人投资者准备向市场注入1700亿美元。</blockquote></p><p> And the Wall Street hucksters made the same argument.</p><p><blockquote>华尔街的小贩们也提出了同样的论点。</blockquote></p><p> But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p><p><blockquote>但这是古老的“钱在场外”谬论。（顺便提一下，这又一次提出了一个问题，为什么我们不把逻辑学作为公共教育系统的第一主题来教授——这是一个失败，其毁灭性的代价每天都很明显。）</blockquote></p><p> It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p><p><blockquote>这是一个简单的逻辑错误，谁指出来并不重要——我，你的经纪人，月亮上的人。这是基本逻辑。</blockquote></p><p> Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p><p><blockquote>刺激资金，或“场外”资金，不能“进入市场”，原因很简单，但当这种情况出现时，却一次又一次地被忽视。</blockquote></p><p> Every time a security is bought, one must be sold.</p><p><blockquote>每次买入证券，就必须卖出一只。</blockquote></p><p> Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p><p><blockquote>很明显，对吧？如果我买了你的苹果股票，那么你…呃…必须卖给我。我买，你卖。</blockquote></p><p> Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p><p><blockquote>想象一下，如果你买了一栋房子并试图搬进去，而前任房主认为他会保留它，并将支票存入银行。</blockquote></p><p> If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p><p><blockquote>如果投资者将400亿美元的刺激意外之财“投入”股票（和比特币），猜猜当前投资者将同时从股票（和比特币）中“取出”多少。</blockquote></p><p> Er…$40 billion.</p><p><blockquote>呃……400亿美元。</blockquote></p><p> And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p><p><blockquote>如果热切的年轻投资者冲出去，将1700亿美元的现金投入到这些投资中，当前的投资者将……呃……拿出1700亿美元。</blockquote></p><p> It is not a coincidence that the figures match.</p><p><blockquote>这些数字相符并非巧合。</blockquote></p><p> I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p><p><blockquote>我有10美元，你有一份。我买你的股份。现在我有了你的那份…你有了我的10美元。</blockquote></p><p> None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p><p><blockquote>这并不意味着股票市场是一项糟糕的投资（或一项好的投资），只是这一特殊的论点没有说服力。</blockquote></p><p> The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p><p><blockquote>更有趣的问题是，这些热刺激资金是否会在投资者中激发更大的动物精神——尤其是在那些投资经验最少的人中。</blockquote></p><p> Is that possible? Obviously.</p><p><blockquote>这可能吗？明显地。</blockquote></p><p> Is it likely? Maybe.</p><p><blockquote>有可能吗？也许。</blockquote></p><p> On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p><p><blockquote>另一方面，400亿美元约占美国股市价值的0.07%，1700亿美元约占0.3%，所以你不得不想知道这种额外的兴奋会值多少钱。</blockquote></p><p> You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p><p><blockquote>你可能也有理由想知道市场能承受多少额外的繁荣，因为——如上图所示——它看起来已经相当繁荣了。</blockquote></p><p> For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p><p><blockquote>对于那些跟随趋势的人来说，更重要的短期问题是美国市场（例如以Vanguard Total Stock Market ETF衡量）（刚刚）高于其50天移动平均线，并且远高于其200天移动平均线。所以趋势依然看涨。</blockquote></p><p> Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p><p><blockquote>随着通胀预测突破8年高点，以及白宫考虑将企业税率提高25%，这种情况是否仍然存在，将是另一回事。</blockquote></p><p> Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</p><p><blockquote>与此同时，那些好奇的人可能会想，如果新的和没有经验的投资者如此渴望向市场投入400亿美元甚至1700亿美元，那么当前的（可能更有经验的）投资者却如此愿意拿出同样的金额。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","AAPL":"苹果","VTI":"大盘指数ETF-Vanguard MSCI"},"source_url":"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1149837805","content_text":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\nMizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.\nThat,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.\nRecently Deutsche Bank estimated young individual investors were ready to pour $170 billion into the market.\nAnd the Wall Street hucksters made the same argument.\nBut it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)\nIt’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.\nStimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.\nEvery time a security is bought, one must be sold.\nPretty obvious, right? If I buy your Apple stock, then you…er…have to sell it to me. I buy, you sell.\nImagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.\nIf investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).\nEr…$40 billion.\nAnd if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.\nIt is not a coincidence that the figures match.\nI have $10, you have a share. I buy your share. Now I have your share…and you have my $10.\nNone of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.\nThe more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.\nIs that possible? Obviously.\nIs it likely? Maybe.\nOn the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.\nYou might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.\nFor those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.\nWhether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.\nMeanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"AAPL":0.9,".IXIC":0.9,"VTI":0.9}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324118959,"gmtCreate":1615973761171,"gmtModify":1703495725160,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"VW OR TESLA?","listText":"VW OR TESLA?","text":"VW OR TESLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324118959","repostId":"1109882540","repostType":4,"repost":{"id":"1109882540","kind":"news","pubTimestamp":1615972313,"share":"https://www.laohu8.com/m/news/1109882540?lang=zh_CN&edition=full","pubTime":"2021-03-17 17:11","market":"us","language":"en","title":"Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109882540","media":"Benzinga","summary":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the ","content":"<p><div> Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday. What Happened: ...</p><p><blockquote><div>Lansdowne Partners基金经理Per Lekander周二告诉CNBCon，随着COVID-19大流行后利率上升，特斯拉公司TSLA股价将大幅下跌。发生了什么：...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-17 17:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday. What Happened: ...</p><p><blockquote><div>Lansdowne Partners基金经理Per Lekander周二告诉CNBCon，随着COVID-19大流行后利率上升，特斯拉公司TSLA股价将大幅下跌。发生了什么：...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109882540","content_text":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: Lekander has a short position on the Tesla stock and is bullish on German automakerVolkswagen AGVWAGY.\nThe market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.\nLekander believes there is an opportunity for incumbents to make a comeback in 2021.\n“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.\n“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”\nDrawing comparisons with the dot-com boom of 1999, he pointed out howCisco Systems IncCSCO, a poster child in 2000 has a much higher market value today than it had then.\n“It didn’t stop it from going down 80% first,” Lekander said.\nWhy It Matters: Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.\nUBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals likeNio IncNIO 0.02%orXpeng IncXPEV 0.13%.\nPrice Action: Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324130561,"gmtCreate":1615972309853,"gmtModify":1703495706336,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324130561","repostId":"1170182904","repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://www.laohu8.com/m/news/1170182904?lang=zh_CN&edition=full","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p><blockquote>大众汽车希望成为全球电动汽车的领导者。它不满足于将百事可乐与特斯拉的可口可乐竞争。</blockquote></p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p><blockquote>这家德国汽车制造巨头在过去几天的投资者活动和股东大会上阐述了最新的电动汽车雄心。大众汽车（股票代码：VOW.Germany）一直有远大的电动汽车目标，但该公司正在加倍努力全电动汽车未来。</blockquote></p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p><blockquote>特别是，该公司宣布计划到2030年建造6个超级工厂。得益于特斯拉（TSLA），超级工厂已成为电池工厂的行业行话。Gigafactory是特斯拉与松下（6752.Japan）合作建造的巨大内华达电池工厂。</blockquote></p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p><blockquote>大众汽车的电池工厂应该有能力每年生产240吉瓦时的电池。Giga是十亿的缩写，但投资者需要知道的是，这种水平的制造能力每年大约可以为四到五百万辆电动汽车提供动力。</blockquote></p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p><blockquote>电池厂正在成为汽车行业新的发动机厂。</blockquote></p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p><blockquote>当然，大众汽车将继续为现有行业购买电池，该公司还对QuantumScape(QS)进行了大量投资。Quantum是固态锂阳极电池的先驱，与当今的锂离子电动汽车电池技术相比，它有望实现更低的成本、更好的安全性、更长的续航里程和更快的充电时间。</blockquote></p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p><blockquote>就背景而言，大众汽车在2019年交付了约1100万辆汽车，这是疫情影响行业销量的前一年。2020年，大众汽车销售了约23万辆全电动汽车和超过40万辆电动汽车，包括混合动力和插电式混合动力选项。特斯拉在2020年售出了约50万辆电动汽车。</blockquote></p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p><blockquote>华尔街预计特斯拉将在2021年交付约84万辆电动汽车。大众汽车的目标是今年销售100万辆电动汽车。大众汽车还将到2030年欧洲电动汽车销量的目标提高了一倍。这家德国汽车制造商希望届时欧洲销量的70%是电动汽车，是之前35%目标的两倍。</blockquote></p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p><blockquote>首席执行官赫伯特·迪斯(Elon Musk)在周二与股东的谈话中表示：“到2030年，我们预计[纯电动汽车]将占全球交付量的50%。”“在欧洲，我们预计这一比例约为60%。”</blockquote></p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p><blockquote>这一切都非常雄心勃勃。成本下降将有助于公司实现这一目标。大众汽车还认为，从现在到2030年，它将把电池成本降低约50%，但成本的绝对水平没有透露。电池是电动汽车总成本的重要组成部分，因此降低50%将大大有助于使电动汽车的标价与汽油动力汽车相当。</blockquote></p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p><blockquote>不过，更多的竞争并不是特斯拉的丧钟。然而，这更有可能是汽油动力汽车的丧钟。贝尔德分析师本·卡隆(Ben Kalloin)在周一的研究报告中写道：“大众动力日证实电动汽车将成为标准。”卡洛报道的是特斯拉，而不是大众，他认为大众事件是一个信号，表明电动汽车在整个汽车市场的渗透率将比投资者目前预期的要快。然而，他预计特斯拉仍将是领导者。</blockquote></p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p><blockquote>Kallo将特斯拉股票评级为买入，目标价为736美元。Wedbush分析师Dan Ives也关注特斯拉，而不是大众。他将特斯拉股票评级为持有。然而，艾夫斯的目标价高于卡洛的每股950美元。</blockquote></p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p><blockquote>Ives的客户问他，新的竞争是否是特斯拉股票最近抛售的原因。特斯拉股价较1月份高点下跌21%。他的回答是断然否定的。</blockquote></p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p><blockquote>“电动汽车派对才刚刚开始，”艾夫斯写道。利率上升打击了高增长的电动汽车行业，但他并不担心。“……转型才刚刚开始，因为这个行业正处于未来十年5万亿美元市场机遇的风口浪尖。”这是一个巨大的数字，但考虑到全球汽车销售额每年轻松突破2万亿美元，这是可以实现的。</blockquote></p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</p><p><blockquote>这对于许多赢家和输家来说都有足够的空间：大众和特斯拉都可以成功。</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>Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</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\">\nVolkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-17 16:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p><blockquote>大众汽车希望成为全球电动汽车的领导者。它不满足于将百事可乐与特斯拉的可口可乐竞争。</blockquote></p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p><blockquote>这家德国汽车制造巨头在过去几天的投资者活动和股东大会上阐述了最新的电动汽车雄心。大众汽车（股票代码：VOW.Germany）一直有远大的电动汽车目标，但该公司正在加倍努力全电动汽车未来。</blockquote></p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p><blockquote>特别是，该公司宣布计划到2030年建造6个超级工厂。得益于特斯拉（TSLA），超级工厂已成为电池工厂的行业行话。Gigafactory是特斯拉与松下（6752.Japan）合作建造的巨大内华达电池工厂。</blockquote></p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p><blockquote>大众汽车的电池工厂应该有能力每年生产240吉瓦时的电池。Giga是十亿的缩写，但投资者需要知道的是，这种水平的制造能力每年大约可以为四到五百万辆电动汽车提供动力。</blockquote></p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p><blockquote>电池厂正在成为汽车行业新的发动机厂。</blockquote></p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p><blockquote>当然，大众汽车将继续为现有行业购买电池，该公司还对QuantumScape(QS)进行了大量投资。Quantum是固态锂阳极电池的先驱，与当今的锂离子电动汽车电池技术相比，它有望实现更低的成本、更好的安全性、更长的续航里程和更快的充电时间。</blockquote></p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p><blockquote>就背景而言，大众汽车在2019年交付了约1100万辆汽车，这是疫情影响行业销量的前一年。2020年，大众汽车销售了约23万辆全电动汽车和超过40万辆电动汽车，包括混合动力和插电式混合动力选项。特斯拉在2020年售出了约50万辆电动汽车。</blockquote></p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p><blockquote>华尔街预计特斯拉将在2021年交付约84万辆电动汽车。大众汽车的目标是今年销售100万辆电动汽车。大众汽车还将到2030年欧洲电动汽车销量的目标提高了一倍。这家德国汽车制造商希望届时欧洲销量的70%是电动汽车，是之前35%目标的两倍。</blockquote></p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p><blockquote>首席执行官赫伯特·迪斯(Elon Musk)在周二与股东的谈话中表示：“到2030年，我们预计[纯电动汽车]将占全球交付量的50%。”“在欧洲，我们预计这一比例约为60%。”</blockquote></p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p><blockquote>这一切都非常雄心勃勃。成本下降将有助于公司实现这一目标。大众汽车还认为，从现在到2030年，它将把电池成本降低约50%，但成本的绝对水平没有透露。电池是电动汽车总成本的重要组成部分，因此降低50%将大大有助于使电动汽车的标价与汽油动力汽车相当。</blockquote></p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p><blockquote>不过，更多的竞争并不是特斯拉的丧钟。然而，这更有可能是汽油动力汽车的丧钟。贝尔德分析师本·卡隆(Ben Kalloin)在周一的研究报告中写道：“大众动力日证实电动汽车将成为标准。”卡洛报道的是特斯拉，而不是大众，他认为大众事件是一个信号，表明电动汽车在整个汽车市场的渗透率将比投资者目前预期的要快。然而，他预计特斯拉仍将是领导者。</blockquote></p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p><blockquote>Kallo将特斯拉股票评级为买入，目标价为736美元。Wedbush分析师Dan Ives也关注特斯拉，而不是大众。他将特斯拉股票评级为持有。然而，艾夫斯的目标价高于卡洛的每股950美元。</blockquote></p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p><blockquote>Ives的客户问他，新的竞争是否是特斯拉股票最近抛售的原因。特斯拉股价较1月份高点下跌21%。他的回答是断然否定的。</blockquote></p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p><blockquote>“电动汽车派对才刚刚开始，”艾夫斯写道。利率上升打击了高增长的电动汽车行业，但他并不担心。“……转型才刚刚开始，因为这个行业正处于未来十年5万亿美元市场机遇的风口浪尖。”这是一个巨大的数字，但考虑到全球汽车销售额每年轻松突破2万亿美元，这是可以实现的。</blockquote></p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</p><p><blockquote>这对于许多赢家和输家来说都有足够的空间：大众和特斯拉都可以成功。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车","TSLA":"特斯拉","VWAGY":"大众汽车ADR","VLKAF":"Volkswagen AG"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1,"symbols_score_info":{"VLKAF":0.9,"VLKAY":0.9,"VWAGY":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":341873302,"gmtCreate":1617805332706,"gmtModify":1634296402517,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341873302","repostId":"1143956197","repostType":2,"repost":{"id":"1143956197","kind":"news","pubTimestamp":1617804758,"share":"https://www.laohu8.com/m/news/1143956197?lang=zh_CN&edition=full","pubTime":"2021-04-07 22:12","market":"us","language":"en","title":"Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143956197","media":"TheStreet","summary":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings seas","content":"<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p><p><blockquote>Wedbush分析师表示，随着第一季度财报季的开始，苹果、微软和Nuance是最值得关注的三大科技公司。</blockquote></p><p> Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.</p><p><blockquote>随着第一季度财报开始公布，苹果、微软和Nuance Communications是最值得关注的三大科技公司，由于第四次工业革命的兴起，这三家公司的盈利、销售额和基本面都将好于预期。</blockquote></p><p> In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.</p><p><blockquote>Wedbush Securities分析师Dan Ives和Strecker Backe在周三给客户的一份研究报告中表示，虽然估值将继续是一场情绪化的牛/熊辩论，但“……随着第四次工业革命开始在整个科技领域扎根，这些下一代技术的基本面增长是前所未有的。</blockquote></p><p> “We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.</p><p><blockquote>分析师写道：“我们相信下个月的第一季度收益将成为科技股的主要积极催化剂，因为我们的检查继续显示全面强劲的基本面/交易活动。”并补充说，尽管对轮动的担忧挥之不去，但科技股在今年剩余时间内仍有可能上涨25%至30%。</blockquote></p><p> For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p><p><blockquote>对于苹果来说，Ives认为“超级周期”论点将在3月和6月季度与加利福尼亚州库比蒂诺一起上演。巨头iPhone销量超过2.4亿部，远高于目前预测的2021年全年2.2亿部，也超过了2015年2.31亿部的销量纪录。</blockquote></p><p> Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.</p><p><blockquote>根据Ives团队的实地考察，微软也有望成为长期赢家，这家总部位于华盛顿州雷德蒙的软件巨头随着Azure的增长在云军备竞赛中取得了进展，他们表示此举将继续缩小微软和亚马逊在网络服务领域的差距。</blockquote></p><p> Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.</p><p><blockquote>与此同时，医疗保健云巨头Nuance是Wedbush的另一个最爱，因为随着更多医院范围的部署转向云，特别是随着对云、安全和共享医疗保健数据成为前沿和中心，该公司继续专注于构建全球云医疗保健和人工智能驱动的业务。</blockquote></p><p> Ives and his team have outperform ratings on all three companies.</p><p><blockquote>艾夫斯和他的团队对这三家公司的评级都优于大盘。</blockquote></p><p> At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.</p><p><blockquote>截至上次检查，苹果股价下跌0.42%，至125.68美元，而微软股价上涨0.35%，至248.72美元。Nuance股价上涨0.32%，至44.37美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</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 and Microsoft Are Top Tech to Watch as Earnings Begin<blockquote>苹果和微软是财报开始时值得关注的顶级科技公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-07 22:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p><p><blockquote>Wedbush分析师表示，随着第一季度财报季的开始，苹果、微软和Nuance是最值得关注的三大科技公司。</blockquote></p><p> Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.</p><p><blockquote>随着第一季度财报开始公布，苹果、微软和Nuance Communications是最值得关注的三大科技公司，由于第四次工业革命的兴起，这三家公司的盈利、销售额和基本面都将好于预期。</blockquote></p><p> In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.</p><p><blockquote>Wedbush Securities分析师Dan Ives和Strecker Backe在周三给客户的一份研究报告中表示，虽然估值将继续是一场情绪化的牛/熊辩论，但“……随着第四次工业革命开始在整个科技领域扎根，这些下一代技术的基本面增长是前所未有的。</blockquote></p><p> “We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.</p><p><blockquote>分析师写道：“我们相信下个月的第一季度收益将成为科技股的主要积极催化剂，因为我们的检查继续显示全面强劲的基本面/交易活动。”并补充说，尽管对轮动的担忧挥之不去，但科技股在今年剩余时间内仍有可能上涨25%至30%。</blockquote></p><p> For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p><p><blockquote>对于苹果来说，Ives认为“超级周期”论点将在3月和6月季度与加利福尼亚州库比蒂诺一起上演。巨头iPhone销量超过2.4亿部，远高于目前预测的2021年全年2.2亿部，也超过了2015年2.31亿部的销量纪录。</blockquote></p><p> Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.</p><p><blockquote>根据Ives团队的实地考察，微软也有望成为长期赢家，这家总部位于华盛顿州雷德蒙的软件巨头随着Azure的增长在云军备竞赛中取得了进展，他们表示此举将继续缩小微软和亚马逊在网络服务领域的差距。</blockquote></p><p> Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.</p><p><blockquote>与此同时，医疗保健云巨头Nuance是Wedbush的另一个最爱，因为随着更多医院范围的部署转向云，特别是随着对云、安全和共享医疗保健数据成为前沿和中心，该公司继续专注于构建全球云医疗保健和人工智能驱动的业务。</blockquote></p><p> Ives and his team have outperform ratings on all three companies.</p><p><blockquote>艾夫斯和他的团队对这三家公司的评级都优于大盘。</blockquote></p><p> At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.</p><p><blockquote>截至上次检查，苹果股价下跌0.42%，至125.68美元，而微软股价上涨0.35%，至248.72美元。Nuance股价上涨0.32%，至44.37美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NUAN":"微妙通讯","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143956197","content_text":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.\nIn a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.\n“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.\nFor Apple, Ives sees the“Supercycle” thesis playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.\nMicrosoft also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon in the web-services world.\nHealthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data becomes front and center.\nIves and his team have outperform ratings on all three companies.\nAt last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.","news_type":1,"symbols_score_info":{"NUAN":0.9,"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324130561,"gmtCreate":1615972309853,"gmtModify":1703495706336,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324130561","repostId":"1170182904","repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://www.laohu8.com/m/news/1170182904?lang=zh_CN&edition=full","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p><blockquote>大众汽车希望成为全球电动汽车的领导者。它不满足于将百事可乐与特斯拉的可口可乐竞争。</blockquote></p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p><blockquote>这家德国汽车制造巨头在过去几天的投资者活动和股东大会上阐述了最新的电动汽车雄心。大众汽车（股票代码：VOW.Germany）一直有远大的电动汽车目标，但该公司正在加倍努力全电动汽车未来。</blockquote></p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p><blockquote>特别是，该公司宣布计划到2030年建造6个超级工厂。得益于特斯拉（TSLA），超级工厂已成为电池工厂的行业行话。Gigafactory是特斯拉与松下（6752.Japan）合作建造的巨大内华达电池工厂。</blockquote></p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p><blockquote>大众汽车的电池工厂应该有能力每年生产240吉瓦时的电池。Giga是十亿的缩写，但投资者需要知道的是，这种水平的制造能力每年大约可以为四到五百万辆电动汽车提供动力。</blockquote></p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p><blockquote>电池厂正在成为汽车行业新的发动机厂。</blockquote></p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p><blockquote>当然，大众汽车将继续为现有行业购买电池，该公司还对QuantumScape(QS)进行了大量投资。Quantum是固态锂阳极电池的先驱，与当今的锂离子电动汽车电池技术相比，它有望实现更低的成本、更好的安全性、更长的续航里程和更快的充电时间。</blockquote></p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p><blockquote>就背景而言，大众汽车在2019年交付了约1100万辆汽车，这是疫情影响行业销量的前一年。2020年，大众汽车销售了约23万辆全电动汽车和超过40万辆电动汽车，包括混合动力和插电式混合动力选项。特斯拉在2020年售出了约50万辆电动汽车。</blockquote></p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p><blockquote>华尔街预计特斯拉将在2021年交付约84万辆电动汽车。大众汽车的目标是今年销售100万辆电动汽车。大众汽车还将到2030年欧洲电动汽车销量的目标提高了一倍。这家德国汽车制造商希望届时欧洲销量的70%是电动汽车，是之前35%目标的两倍。</blockquote></p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p><blockquote>首席执行官赫伯特·迪斯(Elon Musk)在周二与股东的谈话中表示：“到2030年，我们预计[纯电动汽车]将占全球交付量的50%。”“在欧洲，我们预计这一比例约为60%。”</blockquote></p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p><blockquote>这一切都非常雄心勃勃。成本下降将有助于公司实现这一目标。大众汽车还认为，从现在到2030年，它将把电池成本降低约50%，但成本的绝对水平没有透露。电池是电动汽车总成本的重要组成部分，因此降低50%将大大有助于使电动汽车的标价与汽油动力汽车相当。</blockquote></p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p><blockquote>不过，更多的竞争并不是特斯拉的丧钟。然而，这更有可能是汽油动力汽车的丧钟。贝尔德分析师本·卡隆(Ben Kalloin)在周一的研究报告中写道：“大众动力日证实电动汽车将成为标准。”卡洛报道的是特斯拉，而不是大众，他认为大众事件是一个信号，表明电动汽车在整个汽车市场的渗透率将比投资者目前预期的要快。然而，他预计特斯拉仍将是领导者。</blockquote></p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p><blockquote>Kallo将特斯拉股票评级为买入，目标价为736美元。Wedbush分析师Dan Ives也关注特斯拉，而不是大众。他将特斯拉股票评级为持有。然而，艾夫斯的目标价高于卡洛的每股950美元。</blockquote></p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p><blockquote>Ives的客户问他，新的竞争是否是特斯拉股票最近抛售的原因。特斯拉股价较1月份高点下跌21%。他的回答是断然否定的。</blockquote></p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p><blockquote>“电动汽车派对才刚刚开始，”艾夫斯写道。利率上升打击了高增长的电动汽车行业，但他并不担心。“……转型才刚刚开始，因为这个行业正处于未来十年5万亿美元市场机遇的风口浪尖。”这是一个巨大的数字，但考虑到全球汽车销售额每年轻松突破2万亿美元，这是可以实现的。</blockquote></p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</p><p><blockquote>这对于许多赢家和输家来说都有足够的空间：大众和特斯拉都可以成功。</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>Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</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\">\nVolkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-17 16:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p><blockquote>大众汽车希望成为全球电动汽车的领导者。它不满足于将百事可乐与特斯拉的可口可乐竞争。</blockquote></p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p><blockquote>这家德国汽车制造巨头在过去几天的投资者活动和股东大会上阐述了最新的电动汽车雄心。大众汽车（股票代码：VOW.Germany）一直有远大的电动汽车目标，但该公司正在加倍努力全电动汽车未来。</blockquote></p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p><blockquote>特别是，该公司宣布计划到2030年建造6个超级工厂。得益于特斯拉（TSLA），超级工厂已成为电池工厂的行业行话。Gigafactory是特斯拉与松下（6752.Japan）合作建造的巨大内华达电池工厂。</blockquote></p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p><blockquote>大众汽车的电池工厂应该有能力每年生产240吉瓦时的电池。Giga是十亿的缩写，但投资者需要知道的是，这种水平的制造能力每年大约可以为四到五百万辆电动汽车提供动力。</blockquote></p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p><blockquote>电池厂正在成为汽车行业新的发动机厂。</blockquote></p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p><blockquote>当然，大众汽车将继续为现有行业购买电池，该公司还对QuantumScape(QS)进行了大量投资。Quantum是固态锂阳极电池的先驱，与当今的锂离子电动汽车电池技术相比，它有望实现更低的成本、更好的安全性、更长的续航里程和更快的充电时间。</blockquote></p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p><blockquote>就背景而言，大众汽车在2019年交付了约1100万辆汽车，这是疫情影响行业销量的前一年。2020年，大众汽车销售了约23万辆全电动汽车和超过40万辆电动汽车，包括混合动力和插电式混合动力选项。特斯拉在2020年售出了约50万辆电动汽车。</blockquote></p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p><blockquote>华尔街预计特斯拉将在2021年交付约84万辆电动汽车。大众汽车的目标是今年销售100万辆电动汽车。大众汽车还将到2030年欧洲电动汽车销量的目标提高了一倍。这家德国汽车制造商希望届时欧洲销量的70%是电动汽车，是之前35%目标的两倍。</blockquote></p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p><blockquote>首席执行官赫伯特·迪斯(Elon Musk)在周二与股东的谈话中表示：“到2030年，我们预计[纯电动汽车]将占全球交付量的50%。”“在欧洲，我们预计这一比例约为60%。”</blockquote></p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p><blockquote>这一切都非常雄心勃勃。成本下降将有助于公司实现这一目标。大众汽车还认为，从现在到2030年，它将把电池成本降低约50%，但成本的绝对水平没有透露。电池是电动汽车总成本的重要组成部分，因此降低50%将大大有助于使电动汽车的标价与汽油动力汽车相当。</blockquote></p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p><blockquote>不过，更多的竞争并不是特斯拉的丧钟。然而，这更有可能是汽油动力汽车的丧钟。贝尔德分析师本·卡隆(Ben Kalloin)在周一的研究报告中写道：“大众动力日证实电动汽车将成为标准。”卡洛报道的是特斯拉，而不是大众，他认为大众事件是一个信号，表明电动汽车在整个汽车市场的渗透率将比投资者目前预期的要快。然而，他预计特斯拉仍将是领导者。</blockquote></p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p><blockquote>Kallo将特斯拉股票评级为买入，目标价为736美元。Wedbush分析师Dan Ives也关注特斯拉，而不是大众。他将特斯拉股票评级为持有。然而，艾夫斯的目标价高于卡洛的每股950美元。</blockquote></p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p><blockquote>Ives的客户问他，新的竞争是否是特斯拉股票最近抛售的原因。特斯拉股价较1月份高点下跌21%。他的回答是断然否定的。</blockquote></p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p><blockquote>“电动汽车派对才刚刚开始，”艾夫斯写道。利率上升打击了高增长的电动汽车行业，但他并不担心。“……转型才刚刚开始，因为这个行业正处于未来十年5万亿美元市场机遇的风口浪尖。”这是一个巨大的数字，但考虑到全球汽车销售额每年轻松突破2万亿美元，这是可以实现的。</blockquote></p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</p><p><blockquote>这对于许多赢家和输家来说都有足够的空间：大众和特斯拉都可以成功。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAY":"大众汽车","TSLA":"特斯拉","VWAGY":"大众汽车ADR","VLKAF":"Volkswagen AG"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1,"symbols_score_info":{"VLKAF":0.9,"VLKAY":0.9,"VWAGY":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372410809,"gmtCreate":1619232831501,"gmtModify":1634287566309,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"hmmm","listText":"hmmm","text":"hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372410809","repostId":"2129350497","repostType":4,"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324118959,"gmtCreate":1615973761171,"gmtModify":1703495725160,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"VW OR TESLA?","listText":"VW OR TESLA?","text":"VW OR TESLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324118959","repostId":"1109882540","repostType":4,"repost":{"id":"1109882540","kind":"news","pubTimestamp":1615972313,"share":"https://www.laohu8.com/m/news/1109882540?lang=zh_CN&edition=full","pubTime":"2021-03-17 17:11","market":"us","language":"en","title":"Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109882540","media":"Benzinga","summary":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the ","content":"<p><div> Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday. What Happened: ...</p><p><blockquote><div>Lansdowne Partners基金经理Per Lekander周二告诉CNBCon，随着COVID-19大流行后利率上升，特斯拉公司TSLA股价将大幅下跌。发生了什么：...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager<blockquote>基金经理表示，随着投资者意识到现有企业潜力的现实，特斯拉将在2021年“下跌”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-17 17:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday. What Happened: ...</p><p><blockquote><div>Lansdowne Partners基金经理Per Lekander周二告诉CNBCon，随着COVID-19大流行后利率上升，特斯拉公司TSLA股价将大幅下跌。发生了什么：...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109882540","content_text":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: Lekander has a short position on the Tesla stock and is bullish on German automakerVolkswagen AGVWAGY.\nThe market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.\nLekander believes there is an opportunity for incumbents to make a comeback in 2021.\n“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.\n“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”\nDrawing comparisons with the dot-com boom of 1999, he pointed out howCisco Systems IncCSCO, a poster child in 2000 has a much higher market value today than it had then.\n“It didn’t stop it from going down 80% first,” Lekander said.\nWhy It Matters: Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.\nUBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals likeNio IncNIO 0.02%orXpeng IncXPEV 0.13%.\nPrice Action: Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324112838,"gmtCreate":1615973920924,"gmtModify":1703495729158,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"Stimulus not so stimulus to markets?","listText":"Stimulus not so stimulus to markets?","text":"Stimulus not so stimulus to markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324112838","repostId":"1149837805","repostType":4,"repost":{"id":"1149837805","kind":"news","pubTimestamp":1615971667,"share":"https://www.laohu8.com/m/news/1149837805?lang=zh_CN&edition=full","pubTime":"2021-03-17 17:01","market":"us","language":"en","title":"Why $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149837805","media":"MarketWatch","summary":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts becau","content":"<p>It’s a simple logical error</p><p><blockquote>这是一个简单的逻辑错误</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p><p><blockquote></blockquote></p><p> If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p><p><blockquote>如果您计划在退休账户中承担额外风险，因为所有刺激资金即将“涌入股票”，请不要这样做。</blockquote></p><p> The same goes for bitcoin.</p><p><blockquote>比特币也是如此。</blockquote></p><p> Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p><p><blockquote>瑞穗证券是最新推动这一想法的公司，一项调查显示，3800亿美元刺激意外之财中的10%将投资于股票和比特币。</blockquote></p><p> That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p><p><blockquote>据华尔街称，这意味着约400亿美元的额外资金将“进入股市”，推动股市走高。</blockquote></p><p> Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p><p><blockquote>最近，德意志银行估计年轻的个人投资者准备向市场注入1700亿美元。</blockquote></p><p> And the Wall Street hucksters made the same argument.</p><p><blockquote>华尔街的小贩们也提出了同样的论点。</blockquote></p><p> But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p><p><blockquote>但这是古老的“钱在场外”谬论。（顺便提一下，这又一次提出了一个问题，为什么我们不把逻辑学作为公共教育系统的第一主题来教授——这是一个失败，其毁灭性的代价每天都很明显。）</blockquote></p><p> It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p><p><blockquote>这是一个简单的逻辑错误，谁指出来并不重要——我，你的经纪人，月亮上的人。这是基本逻辑。</blockquote></p><p> Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p><p><blockquote>刺激资金，或“场外”资金，不能“进入市场”，原因很简单，但当这种情况出现时，却一次又一次地被忽视。</blockquote></p><p> Every time a security is bought, one must be sold.</p><p><blockquote>每次买入证券，就必须卖出一只。</blockquote></p><p> Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p><p><blockquote>很明显，对吧？如果我买了你的苹果股票，那么你…呃…必须卖给我。我买，你卖。</blockquote></p><p> Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p><p><blockquote>想象一下，如果你买了一栋房子并试图搬进去，而前任房主认为他会保留它，并将支票存入银行。</blockquote></p><p> If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p><p><blockquote>如果投资者将400亿美元的刺激意外之财“投入”股票（和比特币），猜猜当前投资者将同时从股票（和比特币）中“取出”多少。</blockquote></p><p> Er…$40 billion.</p><p><blockquote>呃……400亿美元。</blockquote></p><p> And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p><p><blockquote>如果热切的年轻投资者冲出去，将1700亿美元的现金投入到这些投资中，当前的投资者将……呃……拿出1700亿美元。</blockquote></p><p> It is not a coincidence that the figures match.</p><p><blockquote>这些数字相符并非巧合。</blockquote></p><p> I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p><p><blockquote>我有10美元，你有一份。我买你的股份。现在我有了你的那份…你有了我的10美元。</blockquote></p><p> None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p><p><blockquote>这并不意味着股票市场是一项糟糕的投资（或一项好的投资），只是这一特殊的论点没有说服力。</blockquote></p><p> The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p><p><blockquote>更有趣的问题是，这些热刺激资金是否会在投资者中激发更大的动物精神——尤其是在那些投资经验最少的人中。</blockquote></p><p> Is that possible? Obviously.</p><p><blockquote>这可能吗？明显地。</blockquote></p><p> Is it likely? Maybe.</p><p><blockquote>有可能吗？也许。</blockquote></p><p> On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p><p><blockquote>另一方面，400亿美元约占美国股市价值的0.07%，1700亿美元约占0.3%，所以你不得不想知道这种额外的兴奋会值多少钱。</blockquote></p><p> You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p><p><blockquote>你可能也有理由想知道市场能承受多少额外的繁荣，因为——如上图所示——它看起来已经相当繁荣了。</blockquote></p><p> For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p><p><blockquote>对于那些跟随趋势的人来说，更重要的短期问题是美国市场（例如以Vanguard Total Stock Market ETF衡量）（刚刚）高于其50天移动平均线，并且远高于其200天移动平均线。所以趋势依然看涨。</blockquote></p><p> Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p><p><blockquote>随着通胀预测突破8年高点，以及白宫考虑将企业税率提高25%，这种情况是否仍然存在，将是另一回事。</blockquote></p><p> Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</p><p><blockquote>与此同时，那些好奇的人可能会想，如果新的和没有经验的投资者如此渴望向市场投入400亿美元甚至1700亿美元，那么当前的（可能更有经验的）投资者却如此愿意拿出同样的金额。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $40 billion in stimulus won’t go ‘into’ stocks<blockquote>为什么400亿美元的刺激措施不会“进入”股市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-17 17:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a simple logical error</p><p><blockquote>这是一个简单的逻辑错误</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p><p><blockquote></blockquote></p><p> If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p><p><blockquote>如果您计划在退休账户中承担额外风险，因为所有刺激资金即将“涌入股票”，请不要这样做。</blockquote></p><p> The same goes for bitcoin.</p><p><blockquote>比特币也是如此。</blockquote></p><p> Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p><p><blockquote>瑞穗证券是最新推动这一想法的公司，一项调查显示，3800亿美元刺激意外之财中的10%将投资于股票和比特币。</blockquote></p><p> That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p><p><blockquote>据华尔街称，这意味着约400亿美元的额外资金将“进入股市”，推动股市走高。</blockquote></p><p> Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p><p><blockquote>最近，德意志银行估计年轻的个人投资者准备向市场注入1700亿美元。</blockquote></p><p> And the Wall Street hucksters made the same argument.</p><p><blockquote>华尔街的小贩们也提出了同样的论点。</blockquote></p><p> But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p><p><blockquote>但这是古老的“钱在场外”谬论。（顺便提一下，这又一次提出了一个问题，为什么我们不把逻辑学作为公共教育系统的第一主题来教授——这是一个失败，其毁灭性的代价每天都很明显。）</blockquote></p><p> It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p><p><blockquote>这是一个简单的逻辑错误，谁指出来并不重要——我，你的经纪人，月亮上的人。这是基本逻辑。</blockquote></p><p> Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p><p><blockquote>刺激资金，或“场外”资金，不能“进入市场”，原因很简单，但当这种情况出现时，却一次又一次地被忽视。</blockquote></p><p> Every time a security is bought, one must be sold.</p><p><blockquote>每次买入证券，就必须卖出一只。</blockquote></p><p> Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p><p><blockquote>很明显，对吧？如果我买了你的苹果股票，那么你…呃…必须卖给我。我买，你卖。</blockquote></p><p> Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p><p><blockquote>想象一下，如果你买了一栋房子并试图搬进去，而前任房主认为他会保留它，并将支票存入银行。</blockquote></p><p> If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p><p><blockquote>如果投资者将400亿美元的刺激意外之财“投入”股票（和比特币），猜猜当前投资者将同时从股票（和比特币）中“取出”多少。</blockquote></p><p> Er…$40 billion.</p><p><blockquote>呃……400亿美元。</blockquote></p><p> And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p><p><blockquote>如果热切的年轻投资者冲出去，将1700亿美元的现金投入到这些投资中，当前的投资者将……呃……拿出1700亿美元。</blockquote></p><p> It is not a coincidence that the figures match.</p><p><blockquote>这些数字相符并非巧合。</blockquote></p><p> I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p><p><blockquote>我有10美元，你有一份。我买你的股份。现在我有了你的那份…你有了我的10美元。</blockquote></p><p> None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p><p><blockquote>这并不意味着股票市场是一项糟糕的投资（或一项好的投资），只是这一特殊的论点没有说服力。</blockquote></p><p> The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p><p><blockquote>更有趣的问题是，这些热刺激资金是否会在投资者中激发更大的动物精神——尤其是在那些投资经验最少的人中。</blockquote></p><p> Is that possible? Obviously.</p><p><blockquote>这可能吗？明显地。</blockquote></p><p> Is it likely? Maybe.</p><p><blockquote>有可能吗？也许。</blockquote></p><p> On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p><p><blockquote>另一方面，400亿美元约占美国股市价值的0.07%，1700亿美元约占0.3%，所以你不得不想知道这种额外的兴奋会值多少钱。</blockquote></p><p> You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p><p><blockquote>你可能也有理由想知道市场能承受多少额外的繁荣，因为——如上图所示——它看起来已经相当繁荣了。</blockquote></p><p> For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p><p><blockquote>对于那些跟随趋势的人来说，更重要的短期问题是美国市场（例如以Vanguard Total Stock Market ETF衡量）（刚刚）高于其50天移动平均线，并且远高于其200天移动平均线。所以趋势依然看涨。</blockquote></p><p> Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p><p><blockquote>随着通胀预测突破8年高点，以及白宫考虑将企业税率提高25%，这种情况是否仍然存在，将是另一回事。</blockquote></p><p> Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</p><p><blockquote>与此同时，那些好奇的人可能会想，如果新的和没有经验的投资者如此渴望向市场投入400亿美元甚至1700亿美元，那么当前的（可能更有经验的）投资者却如此愿意拿出同样的金额。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","AAPL":"苹果","VTI":"大盘指数ETF-Vanguard MSCI"},"source_url":"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1149837805","content_text":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\nMizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.\nThat,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.\nRecently Deutsche Bank estimated young individual investors were ready to pour $170 billion into the market.\nAnd the Wall Street hucksters made the same argument.\nBut it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)\nIt’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.\nStimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.\nEvery time a security is bought, one must be sold.\nPretty obvious, right? If I buy your Apple stock, then you…er…have to sell it to me. I buy, you sell.\nImagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.\nIf investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).\nEr…$40 billion.\nAnd if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.\nIt is not a coincidence that the figures match.\nI have $10, you have a share. I buy your share. Now I have your share…and you have my $10.\nNone of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.\nThe more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.\nIs that possible? Obviously.\nIs it likely? Maybe.\nOn the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.\nYou might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.\nFor those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.\nWhether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.\nMeanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"AAPL":0.9,".IXIC":0.9,"VTI":0.9}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}