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2021-11-22

Finally some good newssss

Nio Expected To Begin Taking Bookings For ET7 In January<blockquote>蔚来预计将于1月开始接受ET7预订</blockquote>

2021-09-29

Sklz💪🏼

抱歉，原内容已删除

2021-09-28

🙏💪🏼

抱歉，原内容已删除

2021-09-27

🙌

抱歉，原内容已删除

2021-08-14

Up up

抱歉，原内容已删除

2021-08-05

💪🏼💪🏼

抱歉，原内容已删除

2021-08-05

🙌

NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>

2021-08-02

🤗💯

NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading<blockquote>蔚来2021年7月交付7,931辆汽车，盘前交易上涨1%</blockquote>

2021-07-31

Go nio👏

Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote>

2021-07-30

👏

EV Stocks surged in Friday morning trading<blockquote>电动汽车股周五早盘飙升</blockquote>

2021-07-22

Please continue to rise 🍀

抱歉，原内容已删除

2021-07-21

Gogo 🦾

抱歉，原内容已删除

2021-07-15

😬😬😬

抱歉，原内容已删除

2021-07-13

GO NIO😬

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2021-07-13

Whutttt that's crazyyy

Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>

2021-07-13

Yessss gogo

抱歉，原内容已删除

2021-07-12

Nio🦾🦾

抱歉，原内容已删除

2021-07-08

Discount 😬

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2021-07-05

Hmm interesting

Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>

2021-07-03

Long term hold 🤗

Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>

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some good newssss","listText":"Finally some good newssss","text":"Finally some good newssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875048920","repostId":"1155286123","repostType":2,"repost":{"id":"1155286123","kind":"news","pubTimestamp":1637571154,"share":"https://www.laohu8.com/m/news/1155286123?lang=zh_CN&edition=full","pubTime":"2021-11-22 16:52","market":"us","language":"en","title":"Nio Expected To Begin Taking Bookings For ET7 In January<blockquote>蔚来预计将于1月开始接受ET7预订</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155286123","media":"Benzinga","summary":"Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVport","content":"<p><div> Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model. 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What Happened:The deliveries for the electric sedan ...</p><p><blockquote><div>据CNEVPortReport报道，蔚来公司计划从1月中旬开始接受其电动轿车ET7的预订，并援引该车型开发团队的话说。发生了什么：电动轿车的交付...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155286123","content_text":"Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model.\nWhat Happened:The deliveries for the electric sedan are expected to begin by the end of the first quarter.\nThe Shanghai-headquartered Nio plans to gradually ramp up deliveries from a few hundred units a month initially, as per the report.\nThe ET7 is the fourth vehicle to go on sale from Nio’s lineup of electric vehicles.\nWhy It Matters:Nio launched the flagship sedan ET7 in January at the company’s annual day, complete with its second-generation electric drive system, and it is expected to compete with Tesla Inc’s Model S sedan.\nThis system utilizes silicon carbide (SiC),which is considered more efficient, lightweight and compact than silicon. Tesla was the first to use SiC among all peers.\nPrice Action:Nio shares closed 0.68% higher at $38.66 a share on Friday.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865002532,"gmtCreate":1632921827211,"gmtModify":1632921827470,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Sklz💪🏼","listText":"Sklz💪🏼","text":"Sklz💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865002532","repostId":"2169690557","repostType":2,"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866572240,"gmtCreate":1632793799380,"gmtModify":1632797573177,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"🙏💪🏼","listText":"🙏💪🏼","text":"🙏💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866572240","repostId":"2170629541","repostType":2,"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866081729,"gmtCreate":1632712183261,"gmtModify":1632798367225,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"🙌","listText":"🙌","text":"🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866081729","repostId":"2170614570","repostType":2,"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897856656,"gmtCreate":1628907478975,"gmtModify":1633688589851,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Up up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897856656","repostId":"2159215359","repostType":2,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899682296,"gmtCreate":1628178312415,"gmtModify":1633752862802,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"💪🏼💪🏼","listText":"💪🏼💪🏼","text":"💪🏼💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899682296","repostId":"2157837430","repostType":2,"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899686448,"gmtCreate":1628178274584,"gmtModify":1633752863472,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"🙌","listText":"🙌","text":"🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899686448","repostId":"1123278856","repostType":2,"repost":{"id":"1123278856","kind":"news","pubTimestamp":1628046173,"share":"https://www.laohu8.com/m/news/1123278856?lang=zh_CN&edition=full","pubTime":"2021-08-04 11:02","market":"us","language":"en","title":"NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123278856","media":"seekingalpha","summary":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong s","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s delivery growth in July accelerated over the previous month.</li>  <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>  <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>  <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来7月交付量环比增速加快。</li><li>由于第三季度开局强劲，我正在更新2021财年的交付预估。</li><li>随着半导体供应短缺的缓解，蔚来的交付增长应该会进一步加快。</li><li>根据估值和预计销售增长，蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock来自Getty Images</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来（蔚来）7月份的交付量增长令人印象深刻，这表明下半年的增长强于预期……随着芯片供应短缺的缓解，生产也应该会正常化。蔚来并不便宜，但令人印象深刻的交付和销售增长证明了高销售乘数因素的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>临近年底蔚来交付量增速或将加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>蔚来报告7月份交付量同比增长124.5%。这家中国电动汽车制造商上个月交付了7,931辆汽车，其中大部分是蔚来的五座智能电动SUV ES6。蔚来交付了3,669辆ES6（占总交付量的46%）、2,560辆EC6s（占交付量的32%），这是蔚来的五座电动轿跑车运动型多功能车，以及1,702辆ES8（占交付量的21%），这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品线中最畅销的电动SUV，也是交付量最高的。如果我们按车型细分增长率，那么ES6的交付量同比增长41%，ES8的交付量同比增长84%。2020年7月，蔚来仅交付了3,533辆ES8和ES6，EC6轿跑车SUV直到2020年9月才开始交付。蔚来公布的7月份124.5%的同比增长率虽然本身令人印象深刻，但随着生产恢复正常和EC6销售开始产生更大影响，可能会低估蔚来下半年的总交付量增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6 7月份交付量小幅下降，这可能归因于芯片供应短缺，而不是需求放缓。然而，这两款车型交付量的下降被ES8交付量的增加所抵消。净影响是蔚来7月份的汽车交付量比6月份减少了152辆。我预计ES6和EC6车型将在21年第三季度恢复增长，蔚来与其他汽车品牌一样，应该会受益于下半年半导体流量的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管半导体存在供应问题，但蔚来的增长在7月份加速。蔚来7月份的交付增长率为124.5%，超过了6月份的交付增长率，6月份的交付增长率比去年增长了116.1%。2020年7月，蔚来的同比交付增长率为322.1%，因为2019财年的交付量要低得多，这使得同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车（XPEV）和理想汽车（LI）表现更好。小鹏汽车2021年7月交付汽车8,040辆，同比增长228%。交付量增长是由小鹏汽车的运动型智能轿车P7s推动的，这家中国电动汽车制造商售出了6,054辆。小鹏汽车还售出了1,986辆G3，这是一款紧凑型SUV，可与蔚来的运动型多用途车系列竞争。理想汽车也取得了创纪录的成绩，2021年7月交付了8,589辆Li One。交付数量同比增长251.3%。Li ONE是理想汽车的六座电动SUV，它与蔚来的ES8争夺买家。这是理想汽车首次突破每月交付量8,000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告，小鹏汽车和理想汽车的交付增长率更强劲，每家电动汽车制造商7月份的汽车销量都超过了蔚来。蔚来7月份的交付量落后于竞争对手，但其以SUV为中心的产品线仍取得了令人印象深刻的增长。由于预计下半年生产将恢复正常，我预计蔚来的增长将在今年剩余的五个月内继续加速。福特上周表示，尽管芯片至少在今年年底前仍将持续短缺，但它认为半导体供应形势正在改善。我预计蔚来下周财报发布时也会发表类似评论，届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺，蔚来将21年第一季度的产量预测下调至19,500辆，这表明交付量比之前指导的20,000-20,500辆少1,000辆。蔚来最终在21年第一季度交付了20,060辆。蔚来第二季度的交付量为21,896辆，因此这家中国电动汽车制造商的交付量好于其指导建议。因此，我预计随着芯片供应短缺不再成为蔚来的生产瓶颈，第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近10万辆的里程碑，增长主要由EC6和ES8推动。对于21年第三季度，我预计蔚来的平均月交付量将超过8,000辆，21年第四季度的平均月交付量将增长至略高于10,000辆。与我之前的指导相比，2021财年的交付预期反映了2021年下半年将额外销售1,840辆汽车。到目前为止，蔚来在2021年交付了49,887辆车型（包括7月交付量），相当于我全年交付量预期的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者预测）</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>蔚来明年的销售额预计将达到$8.9 B，是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜，因为2022财年收入的销售乘数为5.2。从预计的5年收入增长来看，理想汽车预计销售额增长最快，部分原因是其规模较小。然而，蔚来在2025年之前仍将有310%的非常可观的收入增长（基于明年的销售额）。由于蔚来的BaaS收入机会（比小鹏的电池租赁模式更好），我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来的风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来恢复全面生产的速度以及交付量增长速度的因素。这家电动汽车制造商可能会在下周公布第二季度账目时提供最新信息。状态更新可能会包括修改后的今年剩余时间的生产指导，如果管理层预计半导体形势会有所改善，这应该是积极的，这也是我所期望的。改变我对蔚来的看法，或许还有蔚来估值的是交付增长率的放缓，我在全年交付预测中没有考虑到这一点。交付放缓和收入增长是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>我预计，随着芯片供应情况在未来五个月内缓解，蔚来将在21年第4季度恢复到每月至少10,000辆汽车的产量……这至少是福特21年第2季度收益的结论，蔚来也应该同样经历更好的增长半导体的流动。这将消除一个主要的生产瓶颈，为蔚来在2021年提高产量并加速增长提供空间。</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>NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-04 11:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s delivery growth in July accelerated over the previous month.</li>  <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>  <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>  <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来7月交付量环比增速加快。</li><li>由于第三季度开局强劲，我正在更新2021财年的交付预估。</li><li>随着半导体供应短缺的缓解，蔚来的交付增长应该会进一步加快。</li><li>根据估值和预计销售增长，蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock来自Getty Images</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来（蔚来）7月份的交付量增长令人印象深刻，这表明下半年的增长强于预期……随着芯片供应短缺的缓解，生产也应该会正常化。蔚来并不便宜，但令人印象深刻的交付和销售增长证明了高销售乘数因素的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>临近年底蔚来交付量增速或将加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>蔚来报告7月份交付量同比增长124.5%。这家中国电动汽车制造商上个月交付了7,931辆汽车，其中大部分是蔚来的五座智能电动SUV ES6。蔚来交付了3,669辆ES6（占总交付量的46%）、2,560辆EC6s（占交付量的32%），这是蔚来的五座电动轿跑车运动型多功能车，以及1,702辆ES8（占交付量的21%），这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品线中最畅销的电动SUV，也是交付量最高的。如果我们按车型细分增长率，那么ES6的交付量同比增长41%，ES8的交付量同比增长84%。2020年7月，蔚来仅交付了3,533辆ES8和ES6，EC6轿跑车SUV直到2020年9月才开始交付。蔚来公布的7月份124.5%的同比增长率虽然本身令人印象深刻，但随着生产恢复正常和EC6销售开始产生更大影响，可能会低估蔚来下半年的总交付量增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6 7月份交付量小幅下降，这可能归因于芯片供应短缺，而不是需求放缓。然而，这两款车型交付量的下降被ES8交付量的增加所抵消。净影响是蔚来7月份的汽车交付量比6月份减少了152辆。我预计ES6和EC6车型将在21年第三季度恢复增长，蔚来与其他汽车品牌一样，应该会受益于下半年半导体流量的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管半导体存在供应问题，但蔚来的增长在7月份加速。蔚来7月份的交付增长率为124.5%，超过了6月份的交付增长率，6月份的交付增长率比去年增长了116.1%。2020年7月，蔚来的同比交付增长率为322.1%，因为2019财年的交付量要低得多，这使得同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车（XPEV）和理想汽车（LI）表现更好。小鹏汽车2021年7月交付汽车8,040辆，同比增长228%。交付量增长是由小鹏汽车的运动型智能轿车P7s推动的，这家中国电动汽车制造商售出了6,054辆。小鹏汽车还售出了1,986辆G3，这是一款紧凑型SUV，可与蔚来的运动型多用途车系列竞争。理想汽车也取得了创纪录的成绩，2021年7月交付了8,589辆Li One。交付数量同比增长251.3%。Li ONE是理想汽车的六座电动SUV，它与蔚来的ES8争夺买家。这是理想汽车首次突破每月交付量8,000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告，小鹏汽车和理想汽车的交付增长率更强劲，每家电动汽车制造商7月份的汽车销量都超过了蔚来。蔚来7月份的交付量落后于竞争对手，但其以SUV为中心的产品线仍取得了令人印象深刻的增长。由于预计下半年生产将恢复正常，我预计蔚来的增长将在今年剩余的五个月内继续加速。福特上周表示，尽管芯片至少在今年年底前仍将持续短缺，但它认为半导体供应形势正在改善。我预计蔚来下周财报发布时也会发表类似评论，届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺，蔚来将21年第一季度的产量预测下调至19,500辆，这表明交付量比之前指导的20,000-20,500辆少1,000辆。蔚来最终在21年第一季度交付了20,060辆。蔚来第二季度的交付量为21,896辆，因此这家中国电动汽车制造商的交付量好于其指导建议。因此，我预计随着芯片供应短缺不再成为蔚来的生产瓶颈，第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近10万辆的里程碑，增长主要由EC6和ES8推动。对于21年第三季度，我预计蔚来的平均月交付量将超过8,000辆，21年第四季度的平均月交付量将增长至略高于10,000辆。与我之前的指导相比，2021财年的交付预期反映了2021年下半年将额外销售1,840辆汽车。到目前为止，蔚来在2021年交付了49,887辆车型（包括7月交付量），相当于我全年交付量预期的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者预测）</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>蔚来明年的销售额预计将达到$8.9 B，是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜，因为2022财年收入的销售乘数为5.2。从预计的5年收入增长来看，理想汽车预计销售额增长最快，部分原因是其规模较小。然而，蔚来在2025年之前仍将有310%的非常可观的收入增长（基于明年的销售额）。由于蔚来的BaaS收入机会（比小鹏的电池租赁模式更好），我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来的风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来恢复全面生产的速度以及交付量增长速度的因素。这家电动汽车制造商可能会在下周公布第二季度账目时提供最新信息。状态更新可能会包括修改后的今年剩余时间的生产指导，如果管理层预计半导体形势会有所改善，这应该是积极的，这也是我所期望的。改变我对蔚来的看法，或许还有蔚来估值的是交付增长率的放缓，我在全年交付预测中没有考虑到这一点。交付放缓和收入增长是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>我预计，随着芯片供应情况在未来五个月内缓解，蔚来将在21年第4季度恢复到每月至少10,000辆汽车的产量……这至少是福特21年第2季度收益的结论，蔚来也应该同样经历更好的增长半导体的流动。这将消除一个主要的生产瓶颈，为蔚来在2021年提高产量并加速增长提供空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123278856","content_text":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.\nBased on valuation and estimated sales growth, NIO is a buy.\n\nSimonSkafar/iStock via Getty Images\nNIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.\nNIO's delivery growth may accelerate toward the end of the year\nFor the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.\nNIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.\n(Source: Author)\n\n\n\n\n\nDespite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.\nNIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.\nBased on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.\nNIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.\n(Source: Author Projections)\nNIO's sales are expected to grow rapidly\nNIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.\n(Source: Author)\nRisks with NIO\nThe chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.\nFinal thoughts\nI expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804046791,"gmtCreate":1627913717013,"gmtModify":1633755324969,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"🤗💯","listText":"🤗💯","text":"🤗💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804046791","repostId":"1193646270","repostType":2,"repost":{"id":"1193646270","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627891794,"share":"https://www.laohu8.com/m/news/1193646270?lang=zh_CN&edition=full","pubTime":"2021-08-02 16:09","market":"us","language":"en","title":"NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading<blockquote>蔚来2021年7月交付7,931辆汽车，盘前交易上涨1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193646270","media":"Tiger Newspress","summary":" $NIO Inc.$ delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.","content":"<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p><p><blockquote>（8月2日）<a href=\"https://laohu8.com/S/NIO\">蔚来</a>2021年7月交付7,931辆汽车，同比强劲增长124.5%。交付量包括1,702辆ES8（该公司的六座或七座旗舰高级智能电动SUV）、3,669辆ES6（该公司的五座高性能高级智能电动SUV）以及2,560辆EC6（该公司的五座高级智能电动轿跑SUV）。截至2021年7月31日，ES8、ES6和EC6的累计交付量达到125,528辆。</blockquote></p><p> NIO rose about 1% in premarket trading.</p><p><blockquote>蔚来在盘前交易中上涨约1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>NIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading<blockquote>蔚来2021年7月交付7,931辆汽车，盘前交易上涨1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO delivered 7,931 vehicles in July 2021, and rose 1% in premarket trading<blockquote>蔚来2021年7月交付7,931辆汽车，盘前交易上涨1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 16:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August&nbsp;2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.</p><p><blockquote>（8月2日）<a href=\"https://laohu8.com/S/NIO\">蔚来</a>2021年7月交付7,931辆汽车，同比强劲增长124.5%。交付量包括1,702辆ES8（该公司的六座或七座旗舰高级智能电动SUV）、3,669辆ES6（该公司的五座高性能高级智能电动SUV）以及2,560辆EC6（该公司的五座高级智能电动轿跑SUV）。截至2021年7月31日，ES8、ES6和EC6的累计交付量达到125,528辆。</blockquote></p><p> NIO rose about 1% in premarket trading.</p><p><blockquote>蔚来在盘前交易中上涨约1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/29ee37756815b9785621385b00cfc549\" tg-width=\"629\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193646270","content_text":"(August 2) NIO Inc. delivered 7,931 vehicles in July 2021, representing a strong 124.5% year-over-year growth. The deliveries consisted of 1,702 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,669 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,560 EC6s, the Company’s five-seater premium smart electric coupe SUV. As of July 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 125,528 vehicles.\nNIO rose about 1% in premarket trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802003144,"gmtCreate":1627697221288,"gmtModify":1633757033173,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Go nio👏","listText":"Go nio👏","text":"Go nio👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/802003144","repostId":"1137888611","repostType":2,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://www.laohu8.com/m/news/1137888611?lang=zh_CN&edition=full","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<p>  NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.  Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p><p><blockquote>尽管其他在美上市的中概股下跌，但蔚来、理想汽车和小鹏汽车周五继续从7月21日至27日的下跌中复苏。中国电动汽车股，包括蔚来(<b>蔚来</b>)、理想汽车(<b>李</b>）和小鹏（<b>XPEV</b>）周五继续从7月21日至27日的下跌中反弹，尽管其他在美国上市的中国股票下跌。</blockquote></p><p> Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p><p><blockquote>蔚来上涨4%，至44.50美元，理想汽车上涨11%，至33.97美元，小鹏汽车上涨9%，至41.38美元。与此同时，阿里巴巴-SW下跌2%，至195.19美元，滴滴下跌3%，至9.57美元。</blockquote></p><p> Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p><p><blockquote>对中国严格监管的担忧正在打压非电动汽车股票。但中国并没有在打击电动汽车制造商方面发出太多声音。这是一个政府想要主导的行业。</blockquote></p><p> So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p><p><blockquote>因此，它可能不想打击电动汽车公司，这可能会在周五支撑它们的股价。</blockquote></p><p> When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p><p><blockquote>谈到美国电动汽车股票，特斯拉（<b>特斯拉</b>）-当然，Get Report是最重要的。周五，其股价上涨5%，至677.75美元，过去五天上涨8%。</blockquote></p><p> The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p><p><blockquote>该公司周一公布了强于预期的第二季度收益，并表示有望在年底前在奥斯汀和柏林的新工厂生产首批Model Y轿车。</blockquote></p><p> Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p><p><blockquote>然而，首席执行官Elon Musk在财报发布后的投资者看涨期权中补充称，全球半导体供应短缺仍然“相当严重”，可能会影响下半年的生产率。</blockquote></p><p> Volume growth will depend on the availability of other parts in the global supply chain, he said.</p><p><blockquote>他表示，销量增长将取决于全球供应链中其他零部件的供应情况。</blockquote></p><p> Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p><p><blockquote>马斯克还表示，他将不再参加定期收益评级，除非他有“真正重要的事情要说”。</blockquote></p><p> Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p><p><blockquote>特斯拉表示，最新季度调整后利润为每股1.45美元，高于分析师普遍预期的98美分。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-31 07:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.  Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p><p><blockquote>尽管其他在美上市的中概股下跌，但蔚来、理想汽车和小鹏汽车周五继续从7月21日至27日的下跌中复苏。中国电动汽车股，包括蔚来(<b>蔚来</b>)、理想汽车(<b>李</b>）和小鹏（<b>XPEV</b>）周五继续从7月21日至27日的下跌中反弹，尽管其他在美国上市的中国股票下跌。</blockquote></p><p> Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p><p><blockquote>蔚来上涨4%，至44.50美元，理想汽车上涨11%，至33.97美元，小鹏汽车上涨9%，至41.38美元。与此同时，阿里巴巴-SW下跌2%，至195.19美元，滴滴下跌3%，至9.57美元。</blockquote></p><p> Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p><p><blockquote>对中国严格监管的担忧正在打压非电动汽车股票。但中国并没有在打击电动汽车制造商方面发出太多声音。这是一个政府想要主导的行业。</blockquote></p><p> So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p><p><blockquote>因此，它可能不想打击电动汽车公司，这可能会在周五支撑它们的股价。</blockquote></p><p> When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p><p><blockquote>谈到美国电动汽车股票，特斯拉（<b>特斯拉</b>）-当然，Get Report是最重要的。周五，其股价上涨5%，至677.75美元，过去五天上涨8%。</blockquote></p><p> The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p><p><blockquote>该公司周一公布了强于预期的第二季度收益，并表示有望在年底前在奥斯汀和柏林的新工厂生产首批Model Y轿车。</blockquote></p><p> Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p><p><blockquote>然而，首席执行官Elon Musk在财报发布后的投资者看涨期权中补充称，全球半导体供应短缺仍然“相当严重”，可能会影响下半年的生产率。</blockquote></p><p> Volume growth will depend on the availability of other parts in the global supply chain, he said.</p><p><blockquote>他表示，销量增长将取决于全球供应链中其他零部件的供应情况。</blockquote></p><p> Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p><p><blockquote>马斯克还表示，他将不再参加定期收益评级，除非他有“真正重要的事情要说”。</blockquote></p><p> Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p><p><blockquote>特斯拉表示，最新季度调整后利润为每股1.45美元，高于分析师普遍预期的98美分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">The Street</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":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806613355,"gmtCreate":1627653184377,"gmtModify":1633757408094,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806613355","repostId":"1194710219","repostType":4,"repost":{"id":"1194710219","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627652868,"share":"https://www.laohu8.com/m/news/1194710219?lang=zh_CN&edition=full","pubTime":"2021-07-30 21:47","market":"us","language":"en","title":"EV Stocks surged in Friday morning trading<blockquote>电动汽车股周五早盘飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194710219","media":"Tiger Newspress","summary":"EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.","content":"<p>EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p><p><blockquote>电动汽车股周五早盘飙升。特斯拉、蔚来、小鹏汽车和理想汽车上涨1%至6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c821968998f7b667eae78a4ed3ede421\" tg-width=\"352\" tg-height=\"594\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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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\">\nEV Stocks surged in Friday morning trading<blockquote>电动汽车股周五早盘飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-30 21:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p><p><blockquote>电动汽车股周五早盘飙升。特斯拉、蔚来、小鹏汽车和理想汽车上涨1%至6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c821968998f7b667eae78a4ed3ede421\" tg-width=\"352\" tg-height=\"594\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIU":"小牛电动","TSLA":"特斯拉","LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194710219","content_text":"EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 6%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIU":0.9,"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176765162,"gmtCreate":1626916713156,"gmtModify":1633769780591,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Please continue to rise 🍀","listText":"Please continue to rise 🍀","text":"Please continue to rise 🍀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176765162","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178549954,"gmtCreate":1626829000578,"gmtModify":1631885193735,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Gogo 🦾","listText":"Gogo 🦾","text":"Gogo 🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178549954","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147241052,"gmtCreate":1626361038776,"gmtModify":1633927481722,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"😬😬😬","listText":"😬😬😬","text":"😬😬😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147241052","repostId":"1105855063","repostType":4,"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142860441,"gmtCreate":1626141195183,"gmtModify":1633929723941,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"GO NIO😬","listText":"GO NIO😬","text":"GO NIO😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142860441","repostId":"1105703285","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142888042,"gmtCreate":1626140924286,"gmtModify":1633929730095,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Whutttt that's crazyyy","listText":"Whutttt that's crazyyy","text":"Whutttt that's crazyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142888042","repostId":"1131092552","repostType":4,"repost":{"id":"1131092552","kind":"news","pubTimestamp":1626138797,"share":"https://www.laohu8.com/m/news/1131092552?lang=zh_CN&edition=full","pubTime":"2021-07-13 09:13","market":"us","language":"en","title":"Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131092552","media":"newyork times","summary":"The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sol","content":"<p>  The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.  An anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.</p><p><blockquote>据Heritage Auctions称，就在一本《塞尔达传说》以87万美元的价格售出两天后，这场拍卖给了一位匿名竞标者，创下了纪录。据出售该游戏的拍卖行称，一位匿名买家以156万美元的价格购买了一本已有25年历史的原始包装《超级马里奥64》，这是视频游戏的创纪录价格。</blockquote></p><p> Heritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.</p><p><blockquote>Heritage Auctions表示，在周日的现场拍卖之前和期间，它收到了16个出价，拍卖主要是原始状态的3D超级马里奥游戏，该游戏在1996年发布时售价约为60美元，是任天堂64游戏机最畅销的游戏。</blockquote></p><p> The top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.</p><p><blockquote>根据Heritage Auctions的数据，最高出价为130万美元，在拍卖价格的基础上增加了20%的买家溢价，使总出价达到156万美元。</blockquote></p><p> The price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.</p><p><blockquote>尽管最近向具有投资意识的买家出售的稀有视频游戏达到了五位数和六位数，但这一价格还是在游戏和收藏界引起了冲击波。就在两天前，Heritage Auctions表示，1987年《塞尔达传说》的早期制作副本以87万美元的价格售出。</blockquote></p><p> Valarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.</p><p><blockquote>Heritage Auctions视频游戏寄售总监Valarie McLeckie在周一接受采访时表示，她对《马里奥64》拍卖的结果感到震惊。</blockquote></p><p> “I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”</p><p><blockquote>“老实说，我措手不及，”她说。“我做梦也没想到，实现的代价会变成现实。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d7105186c23b4b61192148846dc21ac\" tg-width=\"589\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.</p><p><blockquote>这款游戏是私人收藏的一部分，被密封在一个透明的塑料盒里，类似于零售店使用的防盗盒。它包括认证公司Wata Games的认证，证明其原始收缩包装中的“像新的一样”和工厂密封状态。</blockquote></p><p> Ms. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.</p><p><blockquote>麦克莱基女士说，电子游戏角色经常唤起人们的怀旧感，尤其是马里奥，他和他的兄弟路易吉在1985年的《马里奥兄弟》中首次出现在任天堂玩家的屏幕上。</blockquote></p><p> In the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.</p><p><blockquote>在最初的游戏中，马里奥必须从库帕人手中拯救热爱和平的蘑菇人，库帕人是一个以黑魔法闻名的海龟部落。这款游戏催生了一首经久不衰的主题曲和多种变体，包括《超级马里奥64》，其中马里奥在试图从反派布瑟手中救出被绑架的桃子公主时面临着一系列障碍和对手。</blockquote></p><p> “He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”</p><p><blockquote>“他就像电子游戏中的米老鼠，”麦克莱基女士谈到马里奥时说。“他的辨识度很高，确实能引起广大观众的共鸣。”</blockquote></p><p> Chris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.</p><p><blockquote>视频游戏历史学家、制作经典游戏合集的视频游戏工作室Digital Eclipse的编辑总监克里斯·科勒(Chris Kohler)在周一接受采访时表示，他原本预计一款较老的视频游戏会争夺销售记录。他说，收藏家可以以更低的价格找到《超级马里奥64》的副本——不是全新的，而是有原包装盒的。</blockquote></p><p> “That was what kind of blew me away about that sale,” he said.</p><p><blockquote>“这就是那次销售让我大吃一惊的地方，”他说。</blockquote></p><p> Mr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.</p><p><blockquote>科勒先生说，他记得当《超级马里奥64》发行时，他把第一份薪水的一部分花在了这部电影上。</blockquote></p><p> “If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.</p><p><blockquote>“如果你当时告诉我，25年后有人要花150万美元购买一个密封的，我不知道我会怎么做，”他说。</blockquote></p><p> Many buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.</p><p><blockquote>科勒表示，许多买家是收集电子游戏的新手，已经从漫画书和硬币转向了收藏。</blockquote></p><p> Don’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.</p><p><blockquote>不要指望买家会发布拆箱视频，拍卖行拒绝透露买家的身份。当被问及收藏家是否真的会玩这个游戏时，麦克莱基女士笑了。</blockquote></p><p> “I can say with certainty they’re going to leave it as is,” she said.</p><p><blockquote>“我可以肯定地说，他们会让它保持原样，”她说。</blockquote></p><p> In April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.</p><p><blockquote>据Heritage Auctions称，今年4月，一本未开封的《超级马里奥兄弟》(Super Mario Bros.)以66万美元的价格售出，创下了当时的纪录，该公司也是此次拍卖的经纪人。</blockquote></p><p> Then on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.</p><p><blockquote>然后在周五，一本1987年版的《塞尔达传说》以87万美元的价格售出。Heritage Auctions表示，这是该游戏最早生产的两份已被认证的密封副本之一。</blockquote></p><p> As the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.</p><p><blockquote>随着销售记录不断被打破，由此产生的狂热让严肃和休闲的游戏玩家都翻遍了他们的抽屉和壁橱。</blockquote></p><p> “As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”</p><p><blockquote>“你可以想象，”麦克莱基女士说，“今天早上我收到了很多有希望的人的询问，他们的视频游戏可能价值100万美元。”</blockquote></p><p></p>","source":"lsy1605590967916","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>Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</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\">\nSuper Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">newyork times</strong><span class=\"h-time small\">2021-07-13 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.  An anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.</p><p><blockquote>据Heritage Auctions称，就在一本《塞尔达传说》以87万美元的价格售出两天后，这场拍卖给了一位匿名竞标者，创下了纪录。据出售该游戏的拍卖行称，一位匿名买家以156万美元的价格购买了一本已有25年历史的原始包装《超级马里奥64》，这是视频游戏的创纪录价格。</blockquote></p><p> Heritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.</p><p><blockquote>Heritage Auctions表示，在周日的现场拍卖之前和期间，它收到了16个出价，拍卖主要是原始状态的3D超级马里奥游戏，该游戏在1996年发布时售价约为60美元，是任天堂64游戏机最畅销的游戏。</blockquote></p><p> The top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.</p><p><blockquote>根据Heritage Auctions的数据，最高出价为130万美元，在拍卖价格的基础上增加了20%的买家溢价，使总出价达到156万美元。</blockquote></p><p> The price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.</p><p><blockquote>尽管最近向具有投资意识的买家出售的稀有视频游戏达到了五位数和六位数，但这一价格还是在游戏和收藏界引起了冲击波。就在两天前，Heritage Auctions表示，1987年《塞尔达传说》的早期制作副本以87万美元的价格售出。</blockquote></p><p> Valarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.</p><p><blockquote>Heritage Auctions视频游戏寄售总监Valarie McLeckie在周一接受采访时表示，她对《马里奥64》拍卖的结果感到震惊。</blockquote></p><p> “I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”</p><p><blockquote>“老实说，我措手不及，”她说。“我做梦也没想到，实现的代价会变成现实。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d7105186c23b4b61192148846dc21ac\" tg-width=\"589\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.</p><p><blockquote>这款游戏是私人收藏的一部分，被密封在一个透明的塑料盒里，类似于零售店使用的防盗盒。它包括认证公司Wata Games的认证，证明其原始收缩包装中的“像新的一样”和工厂密封状态。</blockquote></p><p> Ms. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.</p><p><blockquote>麦克莱基女士说，电子游戏角色经常唤起人们的怀旧感，尤其是马里奥，他和他的兄弟路易吉在1985年的《马里奥兄弟》中首次出现在任天堂玩家的屏幕上。</blockquote></p><p> In the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.</p><p><blockquote>在最初的游戏中，马里奥必须从库帕人手中拯救热爱和平的蘑菇人，库帕人是一个以黑魔法闻名的海龟部落。这款游戏催生了一首经久不衰的主题曲和多种变体，包括《超级马里奥64》，其中马里奥在试图从反派布瑟手中救出被绑架的桃子公主时面临着一系列障碍和对手。</blockquote></p><p> “He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”</p><p><blockquote>“他就像电子游戏中的米老鼠，”麦克莱基女士谈到马里奥时说。“他的辨识度很高，确实能引起广大观众的共鸣。”</blockquote></p><p> Chris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.</p><p><blockquote>视频游戏历史学家、制作经典游戏合集的视频游戏工作室Digital Eclipse的编辑总监克里斯·科勒(Chris Kohler)在周一接受采访时表示，他原本预计一款较老的视频游戏会争夺销售记录。他说，收藏家可以以更低的价格找到《超级马里奥64》的副本——不是全新的，而是有原包装盒的。</blockquote></p><p> “That was what kind of blew me away about that sale,” he said.</p><p><blockquote>“这就是那次销售让我大吃一惊的地方，”他说。</blockquote></p><p> Mr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.</p><p><blockquote>科勒先生说，他记得当《超级马里奥64》发行时，他把第一份薪水的一部分花在了这部电影上。</blockquote></p><p> “If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.</p><p><blockquote>“如果你当时告诉我，25年后有人要花150万美元购买一个密封的，我不知道我会怎么做，”他说。</blockquote></p><p> Many buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.</p><p><blockquote>科勒表示，许多买家是收集电子游戏的新手，已经从漫画书和硬币转向了收藏。</blockquote></p><p> Don’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.</p><p><blockquote>不要指望买家会发布拆箱视频，拍卖行拒绝透露买家的身份。当被问及收藏家是否真的会玩这个游戏时，麦克莱基女士笑了。</blockquote></p><p> “I can say with certainty they’re going to leave it as is,” she said.</p><p><blockquote>“我可以肯定地说，他们会让它保持原样，”她说。</blockquote></p><p> In April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.</p><p><blockquote>据Heritage Auctions称，今年4月，一本未开封的《超级马里奥兄弟》(Super Mario Bros.)以66万美元的价格售出，创下了当时的纪录，该公司也是此次拍卖的经纪人。</blockquote></p><p> Then on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.</p><p><blockquote>然后在周五，一本1987年版的《塞尔达传说》以87万美元的价格售出。Heritage Auctions表示，这是该游戏最早生产的两份已被认证的密封副本之一。</blockquote></p><p> As the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.</p><p><blockquote>随着销售记录不断被打破，由此产生的狂热让严肃和休闲的游戏玩家都翻遍了他们的抽屉和壁橱。</blockquote></p><p> “As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”</p><p><blockquote>“你可以想象，”麦克莱基女士说，“今天早上我收到了很多有希望的人的询问，他们的视频游戏可能价值100万美元。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/07/12/business/super-mario-64-auction.html?searchResultPosition=1\">newyork times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nytimes.com/2021/07/12/business/super-mario-64-auction.html?searchResultPosition=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131092552","content_text":"The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.\n\nAn anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.\nHeritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.\nThe top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.\nThe price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.\nValarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.\n“I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”\n\nThe game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.\nMs. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.\nIn the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.\n“He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”\nChris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.\n“That was what kind of blew me away about that sale,” he said.\nMr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.\n“If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.\nMany buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.\nDon’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.\n“I can say with certainty they’re going to leave it as is,” she said.\nIn April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.\nThen on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.\nAs the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.\n“As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142817321,"gmtCreate":1626140728663,"gmtModify":1633929734156,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Yessss gogo&nbsp;","listText":"Yessss gogo&nbsp;","text":"Yessss gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142817321","repostId":"1127895748","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146770746,"gmtCreate":1626101211485,"gmtModify":1633930097125,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Nio🦾🦾","listText":"Nio🦾🦾","text":"Nio🦾🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146770746","repostId":"2150878425","repostType":2,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143300017,"gmtCreate":1625758458739,"gmtModify":1633937597829,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Discount 😬","listText":"Discount 😬","text":"Discount 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143300017","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155443575,"gmtCreate":1625450637697,"gmtModify":1633940580226,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Hmm interesting&nbsp;","listText":"Hmm interesting&nbsp;","text":"Hmm interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155443575","repostId":"1192425829","repostType":4,"repost":{"id":"1192425829","kind":"news","pubTimestamp":1625362308,"share":"https://www.laohu8.com/m/news/1192425829?lang=zh_CN&edition=full","pubTime":"2021-07-04 09:31","market":"us","language":"en","title":"Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192425829","media":"The Street","summary":"The stock market has given us some incredible returns in the past year or two but there are some war","content":"<p>  The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.  The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p><p><blockquote>在过去的一两年里，股市给我们带来了一些令人难以置信的回报，但也出现了一些警告信号，还有一个需要关注的关键日期。过去18个月里，股市、大宗商品市场和固定收益市场都经历了一些疯狂的行情。我们早在1月份就撰写了2021年预测文章（阅读<b>在这里</b>和<b>在这里</b>），但随着大宗商品市场的上涨，油价走强，而市场其他领域正在降温，重新审视今年剩余时间的情况似乎是个好主意。</blockquote></p><p> Let's start our analysis with some monthly candlestick charts.</p><p><blockquote>让我们从一些月度烛台图开始我们的分析。</blockquote></p><p> <b>Candlestick AnalysisDow Jones Industrials</b></p><p><blockquote><b>烛台分析道琼斯工业指数</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p><p><blockquote>在下面道琼斯工业平均指数（道琼斯）的月度日本烛台图中，我们可以看到价格在过去十年中大幅上涨，自2020年3月以来涨幅非常大。在我们的方法上稍微自由一点，我们可以看到自2020年疫情低点以来，有8到10个历史新高的进展。请注意下图中12个月价格动量研究的步伐放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p><p><blockquote>在下面的标普500指数（SPX）月度日本烛台图中，我们可以看到过去10年的另一次大幅上涨。该指数在2015-2016年在2,000点至2,200点附近形成了横向盘整模式，我们在很大程度上从那里翻了一番。当SPX接近4,400点时，看到一些重大获利了结，我不会感到惊讶。这里的势头也在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p><p><blockquote>在下面的纳斯达克月度日本烛台图中，我们可以看到价格比2018年和2019年在7,000点区域的盘整模式翻了一番。价格较2015-2016年5,000点左右的盘整上涨了近两倍。是的，动量研究正在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p><p><blockquote><b>罗素2000</b></blockquote></p><p> In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p><p><blockquote>在这张罗素2000指数(RUT)的月度烛台图中，我们可以看到价格较2020年3月的低点上涨了一倍多。这会让你大吃一惊。随着一串白色蜡烛和势头减弱，我们希望在第三季度前进时更加谨慎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p><p><blockquote>所有这些图表（上图）都显示了8到10个创纪录的高点模式，因此我们应该警惕顶部反转模式。</blockquote></p><p> <b>Advance-Decline Analysis</b></p><p><blockquote><b>进退分析</b></blockquote></p><p> Now, let's turn our attention to the Advance-Decline line.</p><p><blockquote>现在，让我们把注意力转向涨跌线。</blockquote></p><p> <b>Dow Jones Industrials</b></p><p><blockquote><b>道琼斯工业指数</b></blockquote></p><p> In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p><p><blockquote>在下面的道琼斯日线烛台图中，我们显示了自五月初以来一直横向移动的上涨-下跌线。价格走势之间的差异是看跌背离，但道琼斯是一个狭窄的平均值，只有30只股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p><p><blockquote>在下面这张标普500及其上涨-下跌线的图表中，我们可以看到价格和上涨-下跌线向上，因此看跌背离尚未开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p><p><blockquote>在下面的纳斯达克图表中，我们可以看到显着的看跌背离。纳斯达克一直在创出新高，但涨跌幅线自二月份以来一直横向走低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p><p><blockquote><b>纳斯达克100</b></blockquote></p><p> In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p><p><blockquote>在下面这张纳斯达克100指数及其涨跌幅线的图表中，我们看到价格和指标一起上涨。这里没有看跌背离。<b>部门</b></blockquote></p><p> The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p><p><blockquote>市场可以分为11个部分，但我今天只想介绍其中的一部分。<b>能源</b>在下面的标准普尔能源行业ETF(XLE)的周线烛台图中，我们可以看到价格较大流行低点翻了一番。过去四个月，交易量非常大，每周余额交易量停滞不前。12周价格动量研究因看跌背离而减弱。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p><p><blockquote>第三季度可能进一步上涨的两家能源公司是EOG Resources(EOG)和康菲石油公司(COP)。这是图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p><p><blockquote>在下面金融板块ETF(XLF)的日线条形图中，我们可以看到价格已经开始见顶阶段。价格已跌破50日移动平均线。自6月初以来，平衡成交量线已走弱，移动平均线收敛背离(MACD)振荡器已跌破零线，发出直接卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p><p><blockquote><b>技术</b></blockquote></p><p> In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p><p><blockquote>在下面的科技行业ETF(XLK)的每周日本烛台图中，我们可以看到价格较大流行低点上涨了一倍多。自2020年3月以来，交易量一直在减少，每周平衡交易量线在过去12个月中一直处于横盘趋势。底部面板中的12周价格动量研究显示，过去一年的高点较低。这是一个显着的看跌背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p><p><blockquote><b>工业</b></blockquote></p><p> In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p><p><blockquote>在下面工业板块ETF(XLI)的日线条形图中，我们可以看到疲软的情况。价格已跌破50日移动平均线。在过去的两个月里，平衡成交量线已经走弱，MACD振荡指标低于卖出区域的零线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p> In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p><p><blockquote>在下面的iShares 20+年期国债ETF(TLT)的每日点数图中，我们可以看到165美元区域的潜在上行目标价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p><p><blockquote><b>美元</b></blockquote></p><p> In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p><p><blockquote>在美元指数（DXY）的每日日本烛台图中，我们可以看到价格已经停止测试3月底/4月初的高点。DXY可能会缓慢向下漂移，重新测试5月份的低点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p><p><blockquote><b>标记您的日历</b></blockquote></p><p> A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p><p><blockquote>我自20世纪90年代中期以来一直使用的一项技术服务(www.pfr.com)预计8月2日左右将出现大规模“趋势变化”，这值得关注。这可能标志着主要平均指数可能出现10%的回调。下一次趋势变化预计将在10月下旬，这可能是年底反弹的开始。随着8月2日的临近，我们希望密切关注涨跌数据和价格走势。</blockquote></p><p> <b>Sentiment</b></p><p><blockquote><b>情绪</b></blockquote></p><p> No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p><p><blockquote>如果不讨论情绪，任何关于股市的讨论都是不完整的。有很多“迹象”表明股市正在下滑。</blockquote></p><p> I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p><p><blockquote>我看到了许多来自其他技术分析师的市场信件和评论，他们都是看涨的。我收到来自Real Money订阅者的电子邮件，询问这只股票或那只股票，我有两个观察结果：</blockquote></p><p> 1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p><p><blockquote>1.他们询问的名字似乎更具投机性质。我不记得上次有人给我发电子邮件询问无聊的公用事业股票是什么时候了。</blockquote></p><p> 2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p><p><blockquote>2.电子邮件给我留下深刻印象的第二件事是没有认识到风险。每个人都想知道下一个最高价格目标，但他们从不问在哪里移动止损。</blockquote></p><p> Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p><p><blockquote>情绪不是一个精确的指标，其中大部分本质上是轶事，很难量化。预期的Robinhood IPO可能标志着一个转折点。</blockquote></p><p> <b>Bottom-Line Strategy</b></p><p><blockquote><b>底线策略</b></blockquote></p><p> The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p><p><blockquote>在过去的一两年里，股市给了我们一些令人难以置信的回报，但也出现了一些警告信号，交易者需要开始向另一个方向倾斜。</blockquote></p><p> Consider adding to commodity plays as they could be the outperformers of the third quarter.</p><p><blockquote>考虑增加大宗商品投资，因为它们可能是第三季度表现出色的股票。</blockquote></p><p></p><p> Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p><p><blockquote>考虑成为规模扩大的获利者。继续提高止损保护，锁定更多收益。密切关注价格收盘区间。高点通常是在价格接近当天高点时形成的。当市场或您最喜欢的股票下跌时，平衡成交量线是否会随着成交量增加而减弱？</blockquote></p><p> Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p><p><blockquote>密切关注新闻，观察股票和市场因看涨消息而下跌——这告诉我们消息已经打折。</blockquote></p><p></p>","source":"lsy1610613172068","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>Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</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\">\nSecond-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-04 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.  The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p><p><blockquote>在过去的一两年里，股市给我们带来了一些令人难以置信的回报，但也出现了一些警告信号，还有一个需要关注的关键日期。过去18个月里，股市、大宗商品市场和固定收益市场都经历了一些疯狂的行情。我们早在1月份就撰写了2021年预测文章（阅读<b>在这里</b>和<b>在这里</b>），但随着大宗商品市场的上涨，油价走强，而市场其他领域正在降温，重新审视今年剩余时间的情况似乎是个好主意。</blockquote></p><p> Let's start our analysis with some monthly candlestick charts.</p><p><blockquote>让我们从一些月度烛台图开始我们的分析。</blockquote></p><p> <b>Candlestick AnalysisDow Jones Industrials</b></p><p><blockquote><b>烛台分析道琼斯工业指数</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p><p><blockquote>在下面道琼斯工业平均指数（道琼斯）的月度日本烛台图中，我们可以看到价格在过去十年中大幅上涨，自2020年3月以来涨幅非常大。在我们的方法上稍微自由一点，我们可以看到自2020年疫情低点以来，有8到10个历史新高的进展。请注意下图中12个月价格动量研究的步伐放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p><p><blockquote>在下面的标普500指数（SPX）月度日本烛台图中，我们可以看到过去10年的另一次大幅上涨。该指数在2015-2016年在2,000点至2,200点附近形成了横向盘整模式，我们在很大程度上从那里翻了一番。当SPX接近4,400点时，看到一些重大获利了结，我不会感到惊讶。这里的势头也在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p><p><blockquote>在下面的纳斯达克月度日本烛台图中，我们可以看到价格比2018年和2019年在7,000点区域的盘整模式翻了一番。价格较2015-2016年5,000点左右的盘整上涨了近两倍。是的，动量研究正在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p><p><blockquote><b>罗素2000</b></blockquote></p><p> In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p><p><blockquote>在这张罗素2000指数(RUT)的月度烛台图中，我们可以看到价格较2020年3月的低点上涨了一倍多。这会让你大吃一惊。随着一串白色蜡烛和势头减弱，我们希望在第三季度前进时更加谨慎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p><p><blockquote>所有这些图表（上图）都显示了8到10个创纪录的高点模式，因此我们应该警惕顶部反转模式。</blockquote></p><p> <b>Advance-Decline Analysis</b></p><p><blockquote><b>进退分析</b></blockquote></p><p> Now, let's turn our attention to the Advance-Decline line.</p><p><blockquote>现在，让我们把注意力转向涨跌线。</blockquote></p><p> <b>Dow Jones Industrials</b></p><p><blockquote><b>道琼斯工业指数</b></blockquote></p><p> In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p><p><blockquote>在下面的道琼斯日线烛台图中，我们显示了自五月初以来一直横向移动的上涨-下跌线。价格走势之间的差异是看跌背离，但道琼斯是一个狭窄的平均值，只有30只股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p><p><blockquote>在下面这张标普500及其上涨-下跌线的图表中，我们可以看到价格和上涨-下跌线向上，因此看跌背离尚未开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p><p><blockquote>在下面的纳斯达克图表中，我们可以看到显着的看跌背离。纳斯达克一直在创出新高，但涨跌幅线自二月份以来一直横向走低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p><p><blockquote><b>纳斯达克100</b></blockquote></p><p> In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p><p><blockquote>在下面这张纳斯达克100指数及其涨跌幅线的图表中，我们看到价格和指标一起上涨。这里没有看跌背离。<b>部门</b></blockquote></p><p> The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p><p><blockquote>市场可以分为11个部分，但我今天只想介绍其中的一部分。<b>能源</b>在下面的标准普尔能源行业ETF(XLE)的周线烛台图中，我们可以看到价格较大流行低点翻了一番。过去四个月，交易量非常大，每周余额交易量停滞不前。12周价格动量研究因看跌背离而减弱。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p><p><blockquote>第三季度可能进一步上涨的两家能源公司是EOG Resources(EOG)和康菲石油公司(COP)。这是图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p><p><blockquote>在下面金融板块ETF(XLF)的日线条形图中，我们可以看到价格已经开始见顶阶段。价格已跌破50日移动平均线。自6月初以来，平衡成交量线已走弱，移动平均线收敛背离(MACD)振荡器已跌破零线，发出直接卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p><p><blockquote><b>技术</b></blockquote></p><p> In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p><p><blockquote>在下面的科技行业ETF(XLK)的每周日本烛台图中，我们可以看到价格较大流行低点上涨了一倍多。自2020年3月以来，交易量一直在减少，每周平衡交易量线在过去12个月中一直处于横盘趋势。底部面板中的12周价格动量研究显示，过去一年的高点较低。这是一个显着的看跌背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p><p><blockquote><b>工业</b></blockquote></p><p> In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p><p><blockquote>在下面工业板块ETF(XLI)的日线条形图中，我们可以看到疲软的情况。价格已跌破50日移动平均线。在过去的两个月里，平衡成交量线已经走弱，MACD振荡指标低于卖出区域的零线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p> In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p><p><blockquote>在下面的iShares 20+年期国债ETF(TLT)的每日点数图中，我们可以看到165美元区域的潜在上行目标价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p><p><blockquote><b>美元</b></blockquote></p><p> In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p><p><blockquote>在美元指数（DXY）的每日日本烛台图中，我们可以看到价格已经停止测试3月底/4月初的高点。DXY可能会缓慢向下漂移，重新测试5月份的低点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p><p><blockquote><b>标记您的日历</b></blockquote></p><p> A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p><p><blockquote>我自20世纪90年代中期以来一直使用的一项技术服务(www.pfr.com)预计8月2日左右将出现大规模“趋势变化”，这值得关注。这可能标志着主要平均指数可能出现10%的回调。下一次趋势变化预计将在10月下旬，这可能是年底反弹的开始。随着8月2日的临近，我们希望密切关注涨跌数据和价格走势。</blockquote></p><p> <b>Sentiment</b></p><p><blockquote><b>情绪</b></blockquote></p><p> No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p><p><blockquote>如果不讨论情绪，任何关于股市的讨论都是不完整的。有很多“迹象”表明股市正在下滑。</blockquote></p><p> I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p><p><blockquote>我看到了许多来自其他技术分析师的市场信件和评论，他们都是看涨的。我收到来自Real Money订阅者的电子邮件，询问这只股票或那只股票，我有两个观察结果：</blockquote></p><p> 1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p><p><blockquote>1.他们询问的名字似乎更具投机性质。我不记得上次有人给我发电子邮件询问无聊的公用事业股票是什么时候了。</blockquote></p><p> 2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p><p><blockquote>2.电子邮件给我留下深刻印象的第二件事是没有认识到风险。每个人都想知道下一个最高价格目标，但他们从不问在哪里移动止损。</blockquote></p><p> Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p><p><blockquote>情绪不是一个精确的指标，其中大部分本质上是轶事，很难量化。预期的Robinhood IPO可能标志着一个转折点。</blockquote></p><p> <b>Bottom-Line Strategy</b></p><p><blockquote><b>底线策略</b></blockquote></p><p> The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p><p><blockquote>在过去的一两年里，股市给了我们一些令人难以置信的回报，但也出现了一些警告信号，交易者需要开始向另一个方向倾斜。</blockquote></p><p> Consider adding to commodity plays as they could be the outperformers of the third quarter.</p><p><blockquote>考虑增加大宗商品投资，因为它们可能是第三季度表现出色的股票。</blockquote></p><p></p><p> Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p><p><blockquote>考虑成为规模扩大的获利者。继续提高止损保护，锁定更多收益。密切关注价格收盘区间。高点通常是在价格接近当天高点时形成的。当市场或您最喜欢的股票下跌时，平衡成交量线是否会随着成交量增加而减弱？</blockquote></p><p> Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p><p><blockquote>密切关注新闻，观察股票和市场因看涨消息而下跌——这告诉我们消息已经打折。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO\">The Street</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":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192425829","content_text":"The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (readhereandhere), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.\nLet's start our analysis with some monthly candlestick charts.\nCandlestick AnalysisDow Jones Industrials\nIn this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.\nS&P 500\nIn this monthly Japanese candlestick chart of the S&P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.\nNasdaq\nIn this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.\nRussell 2000\nIn this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.\nAll these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.\nAdvance-Decline Analysis\nNow, let's turn our attention to the Advance-Decline line.\nDow Jones Industrials\nIn this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.\nS&P 500\nIn this chart of the S&P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.\nNasdaq\nIn this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.\nNasdaq 100\nIn this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.Sectors\nThe marketplace can be broken down into 11 sectors but I want to cover just part of the list today.EnergyIn this weekly candlestick chart of the (XLE) , the S&P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.\n\nTwo energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.\nFinancials\nIn this daily bar chart of the (XLF) ,  the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.\nTechnology\nIn this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.\nIndustrials\nIn this daily bar chart of the (XLI)  , the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.\nBonds\nIn this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.\nU.S. Dollar\nIn this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.\nMark Your Calendars\nA technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.\nSentiment\nNo discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.\nI see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:\n1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.\n2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.\nSentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.\nBottom-Line Strategy\nThe stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.\nConsider adding to commodity plays as they could be the outperformers of the third quarter.\nConsider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?\nPay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152158987,"gmtCreate":1625277544149,"gmtModify":1633941858789,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578383452054768","authorIdStr":"3578383452054768"},"themes":[],"htmlText":"Long term hold 🤗","listText":"Long term hold 🤗","text":"Long term hold 🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152158987","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=zh_CN&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p><p><blockquote>中国电动汽车股周五早盘下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌3%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></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>Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</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\">\nChinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-02 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p><p><blockquote>中国电动汽车股周五早盘下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌3%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":802003144,"gmtCreate":1627697221288,"gmtModify":1633757033173,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Go nio👏","listText":"Go nio👏","text":"Go nio👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/802003144","repostId":"1137888611","repostType":2,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://www.laohu8.com/m/news/1137888611?lang=zh_CN&edition=full","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<p>  NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.  Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p><p><blockquote>尽管其他在美上市的中概股下跌，但蔚来、理想汽车和小鹏汽车周五继续从7月21日至27日的下跌中复苏。中国电动汽车股，包括蔚来(<b>蔚来</b>)、理想汽车(<b>李</b>）和小鹏（<b>XPEV</b>）周五继续从7月21日至27日的下跌中反弹，尽管其他在美国上市的中国股票下跌。</blockquote></p><p> Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p><p><blockquote>蔚来上涨4%，至44.50美元，理想汽车上涨11%，至33.97美元，小鹏汽车上涨9%，至41.38美元。与此同时，阿里巴巴-SW下跌2%，至195.19美元，滴滴下跌3%，至9.57美元。</blockquote></p><p> Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p><p><blockquote>对中国严格监管的担忧正在打压非电动汽车股票。但中国并没有在打击电动汽车制造商方面发出太多声音。这是一个政府想要主导的行业。</blockquote></p><p> So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p><p><blockquote>因此，它可能不想打击电动汽车公司，这可能会在周五支撑它们的股价。</blockquote></p><p> When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p><p><blockquote>谈到美国电动汽车股票，特斯拉（<b>特斯拉</b>）-当然，Get Report是最重要的。周五，其股价上涨5%，至677.75美元，过去五天上涨8%。</blockquote></p><p> The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p><p><blockquote>该公司周一公布了强于预期的第二季度收益，并表示有望在年底前在奥斯汀和柏林的新工厂生产首批Model Y轿车。</blockquote></p><p> Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p><p><blockquote>然而，首席执行官Elon Musk在财报发布后的投资者看涨期权中补充称，全球半导体供应短缺仍然“相当严重”，可能会影响下半年的生产率。</blockquote></p><p> Volume growth will depend on the availability of other parts in the global supply chain, he said.</p><p><blockquote>他表示，销量增长将取决于全球供应链中其他零部件的供应情况。</blockquote></p><p> Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p><p><blockquote>马斯克还表示，他将不再参加定期收益评级，除非他有“真正重要的事情要说”。</blockquote></p><p> Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p><p><blockquote>特斯拉表示，最新季度调整后利润为每股1.45美元，高于分析师普遍预期的98美分。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound<blockquote>随着中国电动汽车股反弹，蔚来、小鹏汽车、理想汽车股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-31 07:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.  Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p><p><blockquote>尽管其他在美上市的中概股下跌，但蔚来、理想汽车和小鹏汽车周五继续从7月21日至27日的下跌中复苏。中国电动汽车股，包括蔚来(<b>蔚来</b>)、理想汽车(<b>李</b>）和小鹏（<b>XPEV</b>）周五继续从7月21日至27日的下跌中反弹，尽管其他在美国上市的中国股票下跌。</blockquote></p><p> Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p><p><blockquote>蔚来上涨4%，至44.50美元，理想汽车上涨11%，至33.97美元，小鹏汽车上涨9%，至41.38美元。与此同时，阿里巴巴-SW下跌2%，至195.19美元，滴滴下跌3%，至9.57美元。</blockquote></p><p> Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p><p><blockquote>对中国严格监管的担忧正在打压非电动汽车股票。但中国并没有在打击电动汽车制造商方面发出太多声音。这是一个政府想要主导的行业。</blockquote></p><p> So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p><p><blockquote>因此，它可能不想打击电动汽车公司，这可能会在周五支撑它们的股价。</blockquote></p><p> When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p><p><blockquote>谈到美国电动汽车股票，特斯拉（<b>特斯拉</b>）-当然，Get Report是最重要的。周五，其股价上涨5%，至677.75美元，过去五天上涨8%。</blockquote></p><p> The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p><p><blockquote>该公司周一公布了强于预期的第二季度收益，并表示有望在年底前在奥斯汀和柏林的新工厂生产首批Model Y轿车。</blockquote></p><p> Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p><p><blockquote>然而，首席执行官Elon Musk在财报发布后的投资者看涨期权中补充称，全球半导体供应短缺仍然“相当严重”，可能会影响下半年的生产率。</blockquote></p><p> Volume growth will depend on the availability of other parts in the global supply chain, he said.</p><p><blockquote>他表示，销量增长将取决于全球供应链中其他零部件的供应情况。</blockquote></p><p> Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p><p><blockquote>马斯克还表示，他将不再参加定期收益评级，除非他有“真正重要的事情要说”。</blockquote></p><p> Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p><p><blockquote>特斯拉表示，最新季度调整后利润为每股1.45美元，高于分析师普遍预期的98美分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">The Street</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":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899682296,"gmtCreate":1628178312415,"gmtModify":1633752862802,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"💪🏼💪🏼","listText":"💪🏼💪🏼","text":"💪🏼💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899682296","repostId":"2157837430","repostType":2,"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147241052,"gmtCreate":1626361038776,"gmtModify":1633927481722,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"😬😬😬","listText":"😬😬😬","text":"😬😬😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147241052","repostId":"1105855063","repostType":4,"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143300017,"gmtCreate":1625758458739,"gmtModify":1633937597829,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Discount 😬","listText":"Discount 😬","text":"Discount 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143300017","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152158987,"gmtCreate":1625277544149,"gmtModify":1633941858789,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Long term hold 🤗","listText":"Long term hold 🤗","text":"Long term hold 🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152158987","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=zh_CN&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p><p><blockquote>中国电动汽车股周五早盘下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌3%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></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>Chinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote></title>\n<style 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}\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\">\nChinese EV stocks slipped in Friday morning trading<blockquote>中国电动汽车股周五早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-02 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p><p><blockquote>中国电动汽车股周五早盘下跌。蔚来汽车、小鹏汽车和理想汽车股价下跌3%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126008270,"gmtCreate":1624535506090,"gmtModify":1634004765386,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"💯","listText":"💯","text":"💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126008270","repostId":"1198422658","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806613355,"gmtCreate":1627653184377,"gmtModify":1633757408094,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806613355","repostId":"1194710219","repostType":4,"repost":{"id":"1194710219","kind":"news","weMediaInfo":{"introduction":"Providing 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}\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\">\nEV Stocks surged in Friday morning trading<blockquote>电动汽车股周五早盘飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-30 21:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p><p><blockquote>电动汽车股周五早盘飙升。特斯拉、蔚来、小鹏汽车和理想汽车上涨1%至6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c821968998f7b667eae78a4ed3ede421\" tg-width=\"352\" tg-height=\"594\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIU":"小牛电动","TSLA":"特斯拉","LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194710219","content_text":"EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 6%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIU":0.9,"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178549954,"gmtCreate":1626829000578,"gmtModify":1631885193735,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Gogo 🦾","listText":"Gogo 🦾","text":"Gogo 🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178549954","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897856656,"gmtCreate":1628907478975,"gmtModify":1633688589851,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Up up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897856656","repostId":"2159215359","repostType":2,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101632850,"gmtCreate":1619900367470,"gmtModify":1634209283198,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"💪🏼💪🏼💪🏼","listText":"💪🏼💪🏼💪🏼","text":"💪🏼💪🏼💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101632850","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619792975,"share":"https://www.laohu8.com/m/news/1142070002?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来涨超5%，此前跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，看多蔚来的人必须决定稳健的盈利是否会战胜增长问题，或者芯片短缺是否会从长远来看损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>按调整后的非公认会计准则计算，蔚来的销售额为12亿美元，每股亏损23美分。华尔街预计11亿美元的销售额将损失84美分。蔚来的企业毛利率为19.5%，比分析师预期高出约3个百分点，高于一年前的负12%。第一季度业绩看起来很稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>但该股没有变动。蔚来于下午5:30公布了数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>首席执行官William Bin Li在公司新闻稿中表示：“蔚来以第一季度20,060辆汽车的新季度交付记录开启了2021年。”“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍然面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势“非常严峻”，并预计第二季度汽车交付量为21,000至22,000辆，销售额约为13亿美元。华尔街预计销售额为12亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>Yu全年对95,000次交付进行了建模。2021年上半年的交付量可能约为42,000辆，全球芯片短缺的解决将在很大程度上决定蔚来能否达到俞的数字。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu将蔚来股票评级为买入，并将该股目标价定为60美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像周三公布的福特汽车(F)季度。福特公布的销售额和盈利远好于华尔街的预期。销量低于公司内部预测，但车辆组合的改善推动了销量超出了街头预测。在芯片供应有限的情况下，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将处于该公司最初10亿至25亿美元成本指导的高端。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌9.4%。蔚来第二季度的指引并不像福特那样令人惊讶。蔚来也没有全年指引。但蔚来的股价反应很难预测。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的市盈率不到2022年预期市盈率的7倍。蔚来预计将在2022年实现全年盈利。更重要的是，蔚来的价值比福特高出50%左右。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来的电话会议在东部时间晚上10点左右结束。芯片短缺后，分析师将问题集中在国内电动汽车竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</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>NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来涨超5%，此前跌近4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-30 22:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来涨超5%，此前跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，看多蔚来的人必须决定稳健的盈利是否会战胜增长问题，或者芯片短缺是否会从长远来看损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>按调整后的非公认会计准则计算，蔚来的销售额为12亿美元，每股亏损23美分。华尔街预计11亿美元的销售额将损失84美分。蔚来的企业毛利率为19.5%，比分析师预期高出约3个百分点，高于一年前的负12%。第一季度业绩看起来很稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>但该股没有变动。蔚来于下午5:30公布了数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>首席执行官William Bin Li在公司新闻稿中表示：“蔚来以第一季度20,060辆汽车的新季度交付记录开启了2021年。”“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍然面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势“非常严峻”，并预计第二季度汽车交付量为21,000至22,000辆，销售额约为13亿美元。华尔街预计销售额为12亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>Yu全年对95,000次交付进行了建模。2021年上半年的交付量可能约为42,000辆，全球芯片短缺的解决将在很大程度上决定蔚来能否达到俞的数字。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu将蔚来股票评级为买入，并将该股目标价定为60美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像周三公布的福特汽车(F)季度。福特公布的销售额和盈利远好于华尔街的预期。销量低于公司内部预测，但车辆组合的改善推动了销量超出了街头预测。在芯片供应有限的情况下，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将处于该公司最初10亿至25亿美元成本指导的高端。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌9.4%。蔚来第二季度的指引并不像福特那样令人惊讶。蔚来也没有全年指引。但蔚来的股价反应很难预测。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的市盈率不到2022年预期市盈率的7倍。蔚来预计将在2022年实现全年盈利。更重要的是，蔚来的价值比福特高出50%左右。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来的电话会议在东部时间晚上10点左右结束。芯片短缺后，分析师将问题集中在国内电动汽车竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":865002532,"gmtCreate":1632921827211,"gmtModify":1632921827470,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Sklz💪🏼","listText":"Sklz💪🏼","text":"Sklz💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865002532","repostId":"2169690557","repostType":2,"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176765162,"gmtCreate":1626916713156,"gmtModify":1633769780591,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Please continue to rise 🍀","listText":"Please continue to rise 🍀","text":"Please continue to rise 🍀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176765162","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142888042,"gmtCreate":1626140924286,"gmtModify":1633929730095,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Whutttt that's crazyyy","listText":"Whutttt that's crazyyy","text":"Whutttt that's crazyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142888042","repostId":"1131092552","repostType":4,"repost":{"id":"1131092552","kind":"news","pubTimestamp":1626138797,"share":"https://www.laohu8.com/m/news/1131092552?lang=zh_CN&edition=full","pubTime":"2021-07-13 09:13","market":"us","language":"en","title":"Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131092552","media":"newyork times","summary":"The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sol","content":"<p>  The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.  An anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.</p><p><blockquote>据Heritage Auctions称，就在一本《塞尔达传说》以87万美元的价格售出两天后，这场拍卖给了一位匿名竞标者，创下了纪录。据出售该游戏的拍卖行称，一位匿名买家以156万美元的价格购买了一本已有25年历史的原始包装《超级马里奥64》，这是视频游戏的创纪录价格。</blockquote></p><p> Heritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.</p><p><blockquote>Heritage Auctions表示，在周日的现场拍卖之前和期间，它收到了16个出价，拍卖主要是原始状态的3D超级马里奥游戏，该游戏在1996年发布时售价约为60美元，是任天堂64游戏机最畅销的游戏。</blockquote></p><p> The top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.</p><p><blockquote>根据Heritage Auctions的数据，最高出价为130万美元，在拍卖价格的基础上增加了20%的买家溢价，使总出价达到156万美元。</blockquote></p><p> The price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.</p><p><blockquote>尽管最近向具有投资意识的买家出售的稀有视频游戏达到了五位数和六位数，但这一价格还是在游戏和收藏界引起了冲击波。就在两天前，Heritage Auctions表示，1987年《塞尔达传说》的早期制作副本以87万美元的价格售出。</blockquote></p><p> Valarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.</p><p><blockquote>Heritage Auctions视频游戏寄售总监Valarie McLeckie在周一接受采访时表示，她对《马里奥64》拍卖的结果感到震惊。</blockquote></p><p> “I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”</p><p><blockquote>“老实说，我措手不及，”她说。“我做梦也没想到，实现的代价会变成现实。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d7105186c23b4b61192148846dc21ac\" tg-width=\"589\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.</p><p><blockquote>这款游戏是私人收藏的一部分，被密封在一个透明的塑料盒里，类似于零售店使用的防盗盒。它包括认证公司Wata Games的认证，证明其原始收缩包装中的“像新的一样”和工厂密封状态。</blockquote></p><p> Ms. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.</p><p><blockquote>麦克莱基女士说，电子游戏角色经常唤起人们的怀旧感，尤其是马里奥，他和他的兄弟路易吉在1985年的《马里奥兄弟》中首次出现在任天堂玩家的屏幕上。</blockquote></p><p> In the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.</p><p><blockquote>在最初的游戏中，马里奥必须从库帕人手中拯救热爱和平的蘑菇人，库帕人是一个以黑魔法闻名的海龟部落。这款游戏催生了一首经久不衰的主题曲和多种变体，包括《超级马里奥64》，其中马里奥在试图从反派布瑟手中救出被绑架的桃子公主时面临着一系列障碍和对手。</blockquote></p><p> “He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”</p><p><blockquote>“他就像电子游戏中的米老鼠，”麦克莱基女士谈到马里奥时说。“他的辨识度很高，确实能引起广大观众的共鸣。”</blockquote></p><p> Chris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.</p><p><blockquote>视频游戏历史学家、制作经典游戏合集的视频游戏工作室Digital Eclipse的编辑总监克里斯·科勒(Chris Kohler)在周一接受采访时表示，他原本预计一款较老的视频游戏会争夺销售记录。他说，收藏家可以以更低的价格找到《超级马里奥64》的副本——不是全新的，而是有原包装盒的。</blockquote></p><p> “That was what kind of blew me away about that sale,” he said.</p><p><blockquote>“这就是那次销售让我大吃一惊的地方，”他说。</blockquote></p><p> Mr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.</p><p><blockquote>科勒先生说，他记得当《超级马里奥64》发行时，他把第一份薪水的一部分花在了这部电影上。</blockquote></p><p> “If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.</p><p><blockquote>“如果你当时告诉我，25年后有人要花150万美元购买一个密封的，我不知道我会怎么做，”他说。</blockquote></p><p> Many buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.</p><p><blockquote>科勒表示，许多买家是收集电子游戏的新手，已经从漫画书和硬币转向了收藏。</blockquote></p><p> Don’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.</p><p><blockquote>不要指望买家会发布拆箱视频，拍卖行拒绝透露买家的身份。当被问及收藏家是否真的会玩这个游戏时，麦克莱基女士笑了。</blockquote></p><p> “I can say with certainty they’re going to leave it as is,” she said.</p><p><blockquote>“我可以肯定地说，他们会让它保持原样，”她说。</blockquote></p><p> In April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.</p><p><blockquote>据Heritage Auctions称，今年4月，一本未开封的《超级马里奥兄弟》(Super Mario Bros.)以66万美元的价格售出，创下了当时的纪录，该公司也是此次拍卖的经纪人。</blockquote></p><p> Then on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.</p><p><blockquote>然后在周五，一本1987年版的《塞尔达传说》以87万美元的价格售出。Heritage Auctions表示，这是该游戏最早生产的两份已被认证的密封副本之一。</blockquote></p><p> As the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.</p><p><blockquote>随着销售记录不断被打破，由此产生的狂热让严肃和休闲的游戏玩家都翻遍了他们的抽屉和壁橱。</blockquote></p><p> “As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”</p><p><blockquote>“你可以想象，”麦克莱基女士说，“今天早上我收到了很多有希望的人的询问，他们的视频游戏可能价值100万美元。”</blockquote></p><p></p>","source":"lsy1605590967916","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>Super Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</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\">\nSuper Mario 64 Video Game Sells for $1.56 Million<blockquote>《超级马里奥64》电子游戏售价156万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">newyork times</strong><span class=\"h-time small\">2021-07-13 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.  An anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.</p><p><blockquote>据Heritage Auctions称，就在一本《塞尔达传说》以87万美元的价格售出两天后，这场拍卖给了一位匿名竞标者，创下了纪录。据出售该游戏的拍卖行称，一位匿名买家以156万美元的价格购买了一本已有25年历史的原始包装《超级马里奥64》，这是视频游戏的创纪录价格。</blockquote></p><p> Heritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.</p><p><blockquote>Heritage Auctions表示，在周日的现场拍卖之前和期间，它收到了16个出价，拍卖主要是原始状态的3D超级马里奥游戏，该游戏在1996年发布时售价约为60美元，是任天堂64游戏机最畅销的游戏。</blockquote></p><p> The top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.</p><p><blockquote>根据Heritage Auctions的数据，最高出价为130万美元，在拍卖价格的基础上增加了20%的买家溢价，使总出价达到156万美元。</blockquote></p><p> The price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.</p><p><blockquote>尽管最近向具有投资意识的买家出售的稀有视频游戏达到了五位数和六位数，但这一价格还是在游戏和收藏界引起了冲击波。就在两天前，Heritage Auctions表示，1987年《塞尔达传说》的早期制作副本以87万美元的价格售出。</blockquote></p><p> Valarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.</p><p><blockquote>Heritage Auctions视频游戏寄售总监Valarie McLeckie在周一接受采访时表示，她对《马里奥64》拍卖的结果感到震惊。</blockquote></p><p> “I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”</p><p><blockquote>“老实说，我措手不及，”她说。“我做梦也没想到，实现的代价会变成现实。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d7105186c23b4b61192148846dc21ac\" tg-width=\"589\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.</p><p><blockquote>这款游戏是私人收藏的一部分，被密封在一个透明的塑料盒里，类似于零售店使用的防盗盒。它包括认证公司Wata Games的认证，证明其原始收缩包装中的“像新的一样”和工厂密封状态。</blockquote></p><p> Ms. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.</p><p><blockquote>麦克莱基女士说，电子游戏角色经常唤起人们的怀旧感，尤其是马里奥，他和他的兄弟路易吉在1985年的《马里奥兄弟》中首次出现在任天堂玩家的屏幕上。</blockquote></p><p> In the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.</p><p><blockquote>在最初的游戏中，马里奥必须从库帕人手中拯救热爱和平的蘑菇人，库帕人是一个以黑魔法闻名的海龟部落。这款游戏催生了一首经久不衰的主题曲和多种变体，包括《超级马里奥64》，其中马里奥在试图从反派布瑟手中救出被绑架的桃子公主时面临着一系列障碍和对手。</blockquote></p><p> “He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”</p><p><blockquote>“他就像电子游戏中的米老鼠，”麦克莱基女士谈到马里奥时说。“他的辨识度很高，确实能引起广大观众的共鸣。”</blockquote></p><p> Chris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.</p><p><blockquote>视频游戏历史学家、制作经典游戏合集的视频游戏工作室Digital Eclipse的编辑总监克里斯·科勒(Chris Kohler)在周一接受采访时表示，他原本预计一款较老的视频游戏会争夺销售记录。他说，收藏家可以以更低的价格找到《超级马里奥64》的副本——不是全新的，而是有原包装盒的。</blockquote></p><p> “That was what kind of blew me away about that sale,” he said.</p><p><blockquote>“这就是那次销售让我大吃一惊的地方，”他说。</blockquote></p><p> Mr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.</p><p><blockquote>科勒先生说，他记得当《超级马里奥64》发行时，他把第一份薪水的一部分花在了这部电影上。</blockquote></p><p> “If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.</p><p><blockquote>“如果你当时告诉我，25年后有人要花150万美元购买一个密封的，我不知道我会怎么做，”他说。</blockquote></p><p> Many buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.</p><p><blockquote>科勒表示，许多买家是收集电子游戏的新手，已经从漫画书和硬币转向了收藏。</blockquote></p><p> Don’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.</p><p><blockquote>不要指望买家会发布拆箱视频，拍卖行拒绝透露买家的身份。当被问及收藏家是否真的会玩这个游戏时，麦克莱基女士笑了。</blockquote></p><p> “I can say with certainty they’re going to leave it as is,” she said.</p><p><blockquote>“我可以肯定地说，他们会让它保持原样，”她说。</blockquote></p><p> In April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.</p><p><blockquote>据Heritage Auctions称，今年4月，一本未开封的《超级马里奥兄弟》(Super Mario Bros.)以66万美元的价格售出，创下了当时的纪录，该公司也是此次拍卖的经纪人。</blockquote></p><p> Then on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.</p><p><blockquote>然后在周五，一本1987年版的《塞尔达传说》以87万美元的价格售出。Heritage Auctions表示，这是该游戏最早生产的两份已被认证的密封副本之一。</blockquote></p><p> As the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.</p><p><blockquote>随着销售记录不断被打破，由此产生的狂热让严肃和休闲的游戏玩家都翻遍了他们的抽屉和壁橱。</blockquote></p><p> “As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”</p><p><blockquote>“你可以想象，”麦克莱基女士说，“今天早上我收到了很多有希望的人的询问，他们的视频游戏可能价值100万美元。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/07/12/business/super-mario-64-auction.html?searchResultPosition=1\">newyork times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nytimes.com/2021/07/12/business/super-mario-64-auction.html?searchResultPosition=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131092552","content_text":"The sale, to an anonymous bidder, set a record just two days after a copy of The Legend of Zelda sold for $870,000, according to Heritage Auctions.\n\nAn anonymous buyer has paid $1.56 million for a 25-year-old copy of Super Mario 64 in its original packaging, a record price for a video game, according to the auction house that sold it.\nHeritage Auctions said that it received 16 bids leading up to and during the live auction on Sunday for the mainly pristine condition 3-D Super Mario game, which sold for about $60 when it was released in 1996 and was the best-selling game for the Nintendo 64 console.\nThe top bid was $1.3 million, according to Heritage Auctions, which added a buyer’s premium of 20 percent to the gavel price to bring the total to $1.56 million.\nThe price sent shock waves through gaming and collecting circles, even aftera recent uptick in five- and six-figure salesof rare video games to investment-minded buyers. The sale was announced just two days after Heritage Auctions said that an early production copy of The Legend of Zelda from 1987 had sold for $870,000.\nValarie McLeckie, the consignment director for video games at Heritage Auctions, said in an interview on Monday that she was astounded by the outcome of the Mario 64 auction.\n“I was blindsided, to be quite honest with you,” she said. “Never in my wildest dreams did I expect the price that was realized would become a reality.”\n\nThe game, which was part of a private collection, is sealed inside a clear plastic case resembling the anti-theft boxes used by retail stores. It includes a certification from Wata Games, an authentication company, attesting to its “like new” and factory-sealed condition, in its original shrink-wrapping.\nMs. McLeckie said that video game characters often evoke a sense of nostalgia, particularly Mario, who, with his brother, Luigi, first appeared on the screens of Nintendo players in 1985 inSuper Mario Bros.\nIn the original game, Mario must save the peace-loving Mushroom People from the Koopa, a tribe of turtles known for their black magic. The game spawned an enduring theme song and multiple variations, including Super Mario 64, in which Mario faces an array of obstacles and adversaries as he tries to rescue the kidnapped Princess Peach from the villain Bowser.\n“He’s like the Mickey Mouse of video games,” Ms. McLeckie said of Mario. “He’s just so recognizable and really resonates with a wide audience of people.”\nChris Kohler, a video game historian and the editorial director of Digital Eclipse, a video game studio that makes collections of classic games, said in an interview on Monday that he would have expected an older video game to contend for the sales record. He said that collectors could find copies of Super Mario 64 — not in mint condition but with the original box — for much less.\n“That was what kind of blew me away about that sale,” he said.\nMr. Kohler said he remembered spending part of his first paycheck on Super Mario 64 when it was released.\n“If you had told me at that point that somebody was going to buy a sealed one for $1.5 million in 25 years’ time, I don’t know what I would have done,” he said.\nMany buyers are new to collecting video games and have crossed over from comic books and coins, according to Mr. Kohler.\nDon’t expect an unboxing video from the buyer, whom the auction house declined to identify. Ms. McLeckie laughed when asked whether the collector would actually play the game.\n“I can say with certainty they’re going to leave it as is,” she said.\nIn April, an unopened copy of Super Mario Bros. that had been bought in 1986 as a Christmas gift but sat forgotten in a desk drawerfetched $660,000, a record at the time, according to Heritage Auctions, which also brokered that sale.\nThen on Friday, a 1987 edition of The Legend of Zelda sold for $870,000. Heritage Auctions said it was one of two sealed copies from the game’s earliest production runs that had been authenticated.\nAs the sales records keep toppling, the resulting frenzy has sent serious and casual gamers alike rummaging through their drawers and closets.\n“As you can imagine,” Ms. McLeckie said, “I’ve gotten a lot of inquiries this morning from hopefuls that maybe their video game is worth $1 million.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146770746,"gmtCreate":1626101211485,"gmtModify":1633930097125,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Nio🦾🦾","listText":"Nio🦾🦾","text":"Nio🦾🦾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146770746","repostId":"2150878425","repostType":2,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875048920,"gmtCreate":1637591961270,"gmtModify":1637591961489,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"Finally some good newssss","listText":"Finally some good newssss","text":"Finally some good newssss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875048920","repostId":"1155286123","repostType":2,"repost":{"id":"1155286123","kind":"news","pubTimestamp":1637571154,"share":"https://www.laohu8.com/m/news/1155286123?lang=zh_CN&edition=full","pubTime":"2021-11-22 16:52","market":"us","language":"en","title":"Nio Expected To Begin Taking Bookings For ET7 In January<blockquote>蔚来预计将于1月开始接受ET7预订</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155286123","media":"Benzinga","summary":"Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVport","content":"<p><div> Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model. What Happened:The deliveries for the electric sedan ...</p><p><blockquote><div>据CNEVPortReport报道，蔚来公司计划从1月中旬开始接受其电动轿车ET7的预订，并援引该车型开发团队的话说。发生了什么：电动轿车的交付...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Expected To Begin Taking Bookings For ET7 In January<blockquote>蔚来预计将于1月开始接受ET7预订</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Expected To Begin Taking Bookings For ET7 In January<blockquote>蔚来预计将于1月开始接受ET7预订</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-22 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model. What Happened:The deliveries for the electric sedan ...</p><p><blockquote><div>据CNEVPortReport报道，蔚来公司计划从1月中旬开始接受其电动轿车ET7的预订，并援引该车型开发团队的话说。发生了什么：电动轿车的交付...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/11/24214866/nio-expected-to-begin-taking-bookings-for-et7-in-january","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155286123","content_text":"Nio Inc plans to begin taking bookings for its electric sedan ET7 from mid-January onwards, cnEVportreported, citing the team working on the model.\nWhat Happened:The deliveries for the electric sedan are expected to begin by the end of the first quarter.\nThe Shanghai-headquartered Nio plans to gradually ramp up deliveries from a few hundred units a month initially, as per the report.\nThe ET7 is the fourth vehicle to go on sale from Nio’s lineup of electric vehicles.\nWhy It Matters:Nio launched the flagship sedan ET7 in January at the company’s annual day, complete with its second-generation electric drive system, and it is expected to compete with Tesla Inc’s Model S sedan.\nThis system utilizes silicon carbide (SiC),which is considered more efficient, lightweight and compact than silicon. Tesla was the first to use SiC among all peers.\nPrice Action:Nio shares closed 0.68% higher at $38.66 a share on Friday.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866572240,"gmtCreate":1632793799380,"gmtModify":1632797573177,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"🙏💪🏼","listText":"🙏💪🏼","text":"🙏💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866572240","repostId":"2170629541","repostType":2,"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866081729,"gmtCreate":1632712183261,"gmtModify":1632798367225,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"🙌","listText":"🙌","text":"🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866081729","repostId":"2170614570","repostType":2,"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142860441,"gmtCreate":1626141195183,"gmtModify":1633929723941,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"GO NIO😬","listText":"GO NIO😬","text":"GO NIO😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142860441","repostId":"1105703285","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101632654,"gmtCreate":1619900424578,"gmtModify":1634209283078,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"💪🏼","listText":"💪🏼","text":"💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101632654","repostId":"1105099718","repostType":4,"repost":{"id":"1105099718","kind":"news","pubTimestamp":1619897946,"share":"https://www.laohu8.com/m/news/1105099718?lang=zh_CN&edition=full","pubTime":"2021-05-02 03:39","market":"us","language":"en","title":"Warren Buffett Faces Impatient Investors as Berkshire Hathaway Returns Decline<blockquote>伯克希尔哈撒韦公司回报下滑，沃伦·巴菲特面临不耐烦的投资者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105099718","media":"WSJ","summary":"Institutional shareholders are pressing for change on climate and governance at the Omaha, Neb., conglomerate. Professional money managers are turning up the heat on Warren Buffett’sBerkshire Hathaway Inc.BRK.B-0.95%. California Public Employees’ Retirement System and Neuberger Berman have demanded that the Omaha, Neb., conglomerate bring in new directors and provide more disclosures on climate risks and executive. While many of the complaints aren’t new and none of the shareholder proposals are","content":"<p>Institutional shareholders are pressing for change on climate and governance at the Omaha, Neb., conglomerate</p><p><blockquote>机构股东正在敦促这家位于内布拉斯加州奥马哈的企业集团在气候和治理方面进行变革</blockquote></p><p>Professional money managers are turning up the heat on Warren Buffett’s<u>Berkshire Hathaway</u>&nbsp;Inc.BRK.B -0.95%</p><p><blockquote>专业基金经理正在加大对沃伦·巴菲特的压力<u>伯克希尔哈撒韦</u>公司BRK.B-0.95%</blockquote></p><p>California Public Employees’ Retirement System and Neuberger Berman have demanded that the Omaha, Neb., conglomerate bring in new directors and provide more disclosures on climate risks and executive<img src=\"https://static.tigerbbs.com/1dd969e4b237144cd02112f41464d169\" tg-width=\"824\" tg-height=\"1396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>加州公共雇员退休系统和路博迈要求这家位于内布拉斯加州奥马哈的企业集团引入新董事，并提供更多有关气候风险和高管的信息</blockquote></p><p>Leading up to Berkshire’s annual meeting on Saturday, proxy advisers Glass Lewis &amp; Co. and Institutional Shareholder Services Inc. have recommended that investors withhold their votes for board members.</p><p><blockquote>在周六伯克希尔年会之前，代理顾问Glass Lewis&amp;Co.和Institutional Shareholder Services Inc.建议投资者保留对董事会成员的投票。</blockquote></p><p>While many of the complaints aren’t new and none of the shareholder proposals are likely to pass, Berkshire’s lackluster returns in recent years have made it more vulnerable to criticism amid a growing wave of investor interest in corporate sustainability issues.</p><p><blockquote>尽管许多投诉并不新鲜，股东提案也不太可能获得通过，但在投资者对企业可持续发展问题的兴趣日益浓厚的情况下，伯克希尔近年来低迷的回报使其更容易受到批评。</blockquote></p><p>The shareholder movement to press companies on climate change, social progress and governance continues to gain steam in the U.S., emerging as<u>a key selling point for money managers in their efforts to keep client money</u>.</p><p><blockquote>在美国，股东就气候变化、社会进步和治理问题向公司施压的运动继续升温，<u>基金经理努力留住客户资金的一个关键卖点</u>.</blockquote></p><p>Under Mr. Buffett’s leadership,<u>the firm boasts 20% compounded annualized gains from 1965 to 2020</u>, outperforming the S&amp;P 500’s 10.2% gains including dividends during the period. Berkshire’s total returns over the past three- and five-year periods were 12% and 14%, respectively, compared with the index’s 19% and 18%.</p><p><blockquote>在巴菲特先生的领导下，<u>该公司拥有1965年至2020年20%的复合年化收益</u>，跑赢标普500期内含股息10.2%的涨幅。伯克希尔过去三年和五年的总回报率分别为12%和14%，而该指数的总回报率为19%和18%。</blockquote></p><p>“Berkshire has gotten a pass in part because of its historically strong financial performance,” said Simiso Nzima, head of corporate governance at Calpers.</p><p><blockquote>Calpers公司治理主管Simiso Nzima表示：“伯克希尔获得通过的部分原因是其历史上强劲的财务业绩。”</blockquote></p><p>Berkshire has continued to stress its continued focus on the long game. Mr. Buffett, who is chief executive and chairman of the company, built up<u>a diverse portfolio of mostly U.S. businesses and investments meant to perform over decades</u>, not to compete with a volatile market buoyed by booming tech stocks.</p><p><blockquote>伯克希尔哈撒韦公司继续强调其对长期发展的持续关注。巴菲特先生是该公司的首席执行官兼董事长，他建立了<u>主要由美国企业和投资组成的多元化投资组合，预计将持续数十年</u>，而不是与由蓬勃发展的科技股提振的波动市场竞争。</blockquote></p><p>Calpers, the nation’s largest public-pension fund with $444 billion in assets, co-sponsored a shareholder proposal imploring Berkshire to provide more disclosures on climate-related risks and opportunities.</p><p><blockquote>拥有4440亿美元资产的美国最大公共养老基金Calpers共同发起了一项股东提案，恳求伯克希尔提供更多有关气候相关风险和机遇的信息。</blockquote></p><p>The pension fund is also withholding its votes to re-elect members of the board’s audit and governance committees on grounds of failing to meet shareholder demands over climate-risk disclosures. It said it was concerned that the board lacks new members, doesn’t engage with shareholders and isn’t letting investors vote on executive pay plans.</p><p><blockquote>该养老基金还拒绝投票连任董事会审计和治理委员会成员，理由是未能满足股东对气候风险披露的要求。该公司表示，担心董事会缺乏新成员，不与股东接触，也不让投资者对高管薪酬计划进行投票。</blockquote></p><p>“If you don’t refresh the board, you don’t have a next generation of directors able to learn from the long-serving directors before they leave the board,” Mr. Nzima said.</p><p><blockquote>“如果不更新董事会，下一代董事就无法在长期任职的董事离开董事会之前向他们学习，”恩齐马先生说。</blockquote></p><p>Berkshire declined to comment ahead of the company’s Saturday meeting.</p><p><blockquote>伯克希尔拒绝在公司周六会议前发表评论。</blockquote></p><p>Neuberger, a privately held money manager with more than $429 billion in assets, also said it would vote for several shareholder-led proposals related to environmental, social and corporate-governance issues, often abbreviated as ESG.</p><p><blockquote>拥有超过4290亿美元资产的私人基金管理公司Neuberger也表示，将投票支持几项与环境、社会和公司治理问题（通常缩写为ESG）相关的股东主导的提案。</blockquote></p><p>“One would think that if companies have a responsibility to look out for the environment or deliver good on social issues and governance, that Berkshire might be a leader in these areas,” said Michelle Giordano, a Neuberger analyst who follows the company. “But it doesn’t seem like they are.”</p><p><blockquote>跟踪该公司的路博迈分析师米歇尔·佐丹奴(Michelle Giordano)表示：“人们可能会认为，如果公司有责任保护环境或在社会问题和治理方面提供良好服务，那么伯克希尔可能会成为这些领域的领导者。”“但好像不是。”</blockquote></p><p>Berkshire said in its annual proxy statement that while it agreed companies had a responsibility to manage&nbsp;climate risks, it preferred to let its various operating units commit to their own environmental policies. Mandates from a small corporate office, the company wrote, would infringe upon the autonomy that has helped those businesses thrive under Berkshire’s ownership. Berkshire Hathaway Energy, for instance, already produces<u>a sustainability report</u>.</p><p><blockquote>伯克希尔在其年度委托书中表示，虽然它同意公司有责任管理气候风险，但它更愿意让其各个运营部门致力于自己的环境政策。该公司写道，小型公司办公室的授权将侵犯帮助这些企业在伯克希尔旗下蓬勃发展的自主权。例如，伯克希尔哈撒韦能源公司已经生产<u>可持续发展报告</u>.</blockquote></p><p>Calpers has also pledged to support a proposal requiring the company to report its efforts to diversify its staff.</p><p><blockquote>Calpers还承诺支持一项提案，要求该公司报告其员工多元化的努力。</blockquote></p><p>Berkshire said the diversity-report proposal improperly suggests that “there is a standardized technique for each of Berkshire’s more than 60 operating businesses to address diversity, equity and inclusion.”</p><p><blockquote>伯克希尔表示，多元化报告提案不恰当地暗示“伯克希尔60多家运营业务中的每一家都有一种标准化技术来解决多元化、公平性和包容性问题。”</blockquote></p><p>“It would be unreasonable to ask for uniform, quantitative reporting for the purposes of comparing such dissimilar operations in different geographic locations,” Berkshire wrote.</p><p><blockquote>伯克希尔写道：“为了比较不同地理位置的此类不同业务而要求统一的定量报告是不合理的。”</blockquote></p><p>Glass Lewis and ISS recommended shareholders vote for the ESG proposals and withhold votes for certain directors.</p><p><blockquote>Glass Lewis和ISS建议股东投票支持ESG提案，并对某些董事弃权。</blockquote></p><p>“This year there’s a lot more attention given from mainstream investors on ESG issues,” said Courteney Keatinge, a senior director of ESG research at Glass Lewis.</p><p><blockquote>Glass Lewis ESG研究高级总监Courteney Keatinge表示：“今年主流投资者对ESG问题给予了更多关注。”</blockquote></p><p>Another factor is at play: Berkshire shares are slowly changing hands.</p><p><blockquote>另一个因素在起作用：伯克希尔的股票正在慢慢易手。</blockquote></p><p></p><p>Mr. Buffett’s longstanding plan to shrink his stake in the company over time has shifted more Berkshire shares to big institutional investors, said Lawrence Cunningham, a law professor at George Washington University who has written extensively about the company.</p><p><blockquote>乔治华盛顿大学法学教授劳伦斯·坎宁安(Lawrence Cunningham)撰写了大量有关该公司的文章，他表示，随着时间的推移，巴菲特减持该公司股份的长期计划已将更多伯克希尔股票转移到大型机构投资者手中。</blockquote></p><p>About 70% of Berkshire’s shares are owned by individuals, many of whom are longtime holders loyal to Mr. Buffett, Mr. Cunningham said. And many don’t care whether Berkshire lacks a corporate sustainability report or an investor-relations team at the ready to answer their questions.</p><p><blockquote>坎宁安表示，伯克希尔约70%的股票由个人持有，其中许多人是忠于巴菲特的长期持有者。许多人并不关心伯克希尔是否缺乏企业可持续发展报告或随时准备回答他们问题的投资者关系团队。</blockquote></p><p>“Berkshire’s unusual and valued family of individual shareholders may add to your understanding of our reluctance to court Wall Street analysts and institutional investors,” Mr. Buffett wrote in his most recent letter to shareholders. “We already have the investors we want and don’t think that they, on balance, would be upgraded by replacements.”</p><p><blockquote>巴菲特在最近致股东的信中写道：“伯克希尔不同寻常且有价值的个人股东家族可能会加深您对我们不愿讨好华尔街分析师和机构投资者的理解。”“我们已经拥有了我们想要的投资者，总的来说，我认为他们不会通过替代者来升级。”</blockquote></p><p>The gradual uptick in institutional ownership, though, might already be empowering professional managers to press Berkshire on governance matters.&nbsp;When Mr. Buffett and his estate sell off his remaining shares, it is likely those money managers will hold an even bigger stake in the company, Mr. Cunningham said.</p><p><blockquote>不过，机构持股比例的逐步上升可能已经让职业经理人有能力在治理问题上向伯克希尔施压。坎宁安说，当巴菲特和他的遗产出售剩余股份时，这些基金经理很可能会持有该公司更多的股份。</blockquote></p><p>“There will be a dawning of significant leadership and structural change, and these holders are preparing for that battle,” Mr. Cunningham said.</p><p><blockquote>坎宁安表示：“重大领导力和结构性变革将会出现，这些持有者正在为这场战斗做准备。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nWarren Buffett Faces Impatient Investors as Berkshire Hathaway Returns Decline<blockquote>伯克希尔哈撒韦公司回报下滑，沃伦·巴菲特面临不耐烦的投资者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-05-02 03:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Institutional shareholders are pressing for change on climate and governance at the Omaha, Neb., conglomerate</p><p><blockquote>机构股东正在敦促这家位于内布拉斯加州奥马哈的企业集团在气候和治理方面进行变革</blockquote></p><p>Professional money managers are turning up the heat on Warren Buffett’s<u>Berkshire Hathaway</u>&nbsp;Inc.BRK.B -0.95%</p><p><blockquote>专业基金经理正在加大对沃伦·巴菲特的压力<u>伯克希尔哈撒韦</u>公司BRK.B-0.95%</blockquote></p><p>California Public Employees’ Retirement System and Neuberger Berman have demanded that the Omaha, Neb., conglomerate bring in new directors and provide more disclosures on climate risks and executive<img src=\"https://static.tigerbbs.com/1dd969e4b237144cd02112f41464d169\" tg-width=\"824\" tg-height=\"1396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>加州公共雇员退休系统和路博迈要求这家位于内布拉斯加州奥马哈的企业集团引入新董事，并提供更多有关气候风险和高管的信息</blockquote></p><p>Leading up to Berkshire’s annual meeting on Saturday, proxy advisers Glass Lewis &amp; Co. and Institutional Shareholder Services Inc. have recommended that investors withhold their votes for board members.</p><p><blockquote>在周六伯克希尔年会之前，代理顾问Glass Lewis&amp;Co.和Institutional Shareholder Services Inc.建议投资者保留对董事会成员的投票。</blockquote></p><p>While many of the complaints aren’t new and none of the shareholder proposals are likely to pass, Berkshire’s lackluster returns in recent years have made it more vulnerable to criticism amid a growing wave of investor interest in corporate sustainability issues.</p><p><blockquote>尽管许多投诉并不新鲜，股东提案也不太可能获得通过，但在投资者对企业可持续发展问题的兴趣日益浓厚的情况下，伯克希尔近年来低迷的回报使其更容易受到批评。</blockquote></p><p>The shareholder movement to press companies on climate change, social progress and governance continues to gain steam in the U.S., emerging as<u>a key selling point for money managers in their efforts to keep client money</u>.</p><p><blockquote>在美国，股东就气候变化、社会进步和治理问题向公司施压的运动继续升温，<u>基金经理努力留住客户资金的一个关键卖点</u>.</blockquote></p><p>Under Mr. Buffett’s leadership,<u>the firm boasts 20% compounded annualized gains from 1965 to 2020</u>, outperforming the S&amp;P 500’s 10.2% gains including dividends during the period. Berkshire’s total returns over the past three- and five-year periods were 12% and 14%, respectively, compared with the index’s 19% and 18%.</p><p><blockquote>在巴菲特先生的领导下，<u>该公司拥有1965年至2020年20%的复合年化收益</u>，跑赢标普500期内含股息10.2%的涨幅。伯克希尔过去三年和五年的总回报率分别为12%和14%，而该指数的总回报率为19%和18%。</blockquote></p><p>“Berkshire has gotten a pass in part because of its historically strong financial performance,” said Simiso Nzima, head of corporate governance at Calpers.</p><p><blockquote>Calpers公司治理主管Simiso Nzima表示：“伯克希尔获得通过的部分原因是其历史上强劲的财务业绩。”</blockquote></p><p>Berkshire has continued to stress its continued focus on the long game. Mr. Buffett, who is chief executive and chairman of the company, built up<u>a diverse portfolio of mostly U.S. businesses and investments meant to perform over decades</u>, not to compete with a volatile market buoyed by booming tech stocks.</p><p><blockquote>伯克希尔哈撒韦公司继续强调其对长期发展的持续关注。巴菲特先生是该公司的首席执行官兼董事长，他建立了<u>主要由美国企业和投资组成的多元化投资组合，预计将持续数十年</u>，而不是与由蓬勃发展的科技股提振的波动市场竞争。</blockquote></p><p>Calpers, the nation’s largest public-pension fund with $444 billion in assets, co-sponsored a shareholder proposal imploring Berkshire to provide more disclosures on climate-related risks and opportunities.</p><p><blockquote>拥有4440亿美元资产的美国最大公共养老基金Calpers共同发起了一项股东提案，恳求伯克希尔提供更多有关气候相关风险和机遇的信息。</blockquote></p><p>The pension fund is also withholding its votes to re-elect members of the board’s audit and governance committees on grounds of failing to meet shareholder demands over climate-risk disclosures. It said it was concerned that the board lacks new members, doesn’t engage with shareholders and isn’t letting investors vote on executive pay plans.</p><p><blockquote>该养老基金还拒绝投票连任董事会审计和治理委员会成员，理由是未能满足股东对气候风险披露的要求。该公司表示，担心董事会缺乏新成员，不与股东接触，也不让投资者对高管薪酬计划进行投票。</blockquote></p><p>“If you don’t refresh the board, you don’t have a next generation of directors able to learn from the long-serving directors before they leave the board,” Mr. Nzima said.</p><p><blockquote>“如果不更新董事会，下一代董事就无法在长期任职的董事离开董事会之前向他们学习，”恩齐马先生说。</blockquote></p><p>Berkshire declined to comment ahead of the company’s Saturday meeting.</p><p><blockquote>伯克希尔拒绝在公司周六会议前发表评论。</blockquote></p><p>Neuberger, a privately held money manager with more than $429 billion in assets, also said it would vote for several shareholder-led proposals related to environmental, social and corporate-governance issues, often abbreviated as ESG.</p><p><blockquote>拥有超过4290亿美元资产的私人基金管理公司Neuberger也表示，将投票支持几项与环境、社会和公司治理问题（通常缩写为ESG）相关的股东主导的提案。</blockquote></p><p>“One would think that if companies have a responsibility to look out for the environment or deliver good on social issues and governance, that Berkshire might be a leader in these areas,” said Michelle Giordano, a Neuberger analyst who follows the company. “But it doesn’t seem like they are.”</p><p><blockquote>跟踪该公司的路博迈分析师米歇尔·佐丹奴(Michelle Giordano)表示：“人们可能会认为，如果公司有责任保护环境或在社会问题和治理方面提供良好服务，那么伯克希尔可能会成为这些领域的领导者。”“但好像不是。”</blockquote></p><p>Berkshire said in its annual proxy statement that while it agreed companies had a responsibility to manage&nbsp;climate risks, it preferred to let its various operating units commit to their own environmental policies. Mandates from a small corporate office, the company wrote, would infringe upon the autonomy that has helped those businesses thrive under Berkshire’s ownership. Berkshire Hathaway Energy, for instance, already produces<u>a sustainability report</u>.</p><p><blockquote>伯克希尔在其年度委托书中表示，虽然它同意公司有责任管理气候风险，但它更愿意让其各个运营部门致力于自己的环境政策。该公司写道，小型公司办公室的授权将侵犯帮助这些企业在伯克希尔旗下蓬勃发展的自主权。例如，伯克希尔哈撒韦能源公司已经生产<u>可持续发展报告</u>.</blockquote></p><p>Calpers has also pledged to support a proposal requiring the company to report its efforts to diversify its staff.</p><p><blockquote>Calpers还承诺支持一项提案，要求该公司报告其员工多元化的努力。</blockquote></p><p>Berkshire said the diversity-report proposal improperly suggests that “there is a standardized technique for each of Berkshire’s more than 60 operating businesses to address diversity, equity and inclusion.”</p><p><blockquote>伯克希尔表示，多元化报告提案不恰当地暗示“伯克希尔60多家运营业务中的每一家都有一种标准化技术来解决多元化、公平性和包容性问题。”</blockquote></p><p>“It would be unreasonable to ask for uniform, quantitative reporting for the purposes of comparing such dissimilar operations in different geographic locations,” Berkshire wrote.</p><p><blockquote>伯克希尔写道：“为了比较不同地理位置的此类不同业务而要求统一的定量报告是不合理的。”</blockquote></p><p>Glass Lewis and ISS recommended shareholders vote for the ESG proposals and withhold votes for certain directors.</p><p><blockquote>Glass Lewis和ISS建议股东投票支持ESG提案，并对某些董事弃权。</blockquote></p><p>“This year there’s a lot more attention given from mainstream investors on ESG issues,” said Courteney Keatinge, a senior director of ESG research at Glass Lewis.</p><p><blockquote>Glass Lewis ESG研究高级总监Courteney Keatinge表示：“今年主流投资者对ESG问题给予了更多关注。”</blockquote></p><p>Another factor is at play: Berkshire shares are slowly changing hands.</p><p><blockquote>另一个因素在起作用：伯克希尔的股票正在慢慢易手。</blockquote></p><p></p><p>Mr. Buffett’s longstanding plan to shrink his stake in the company over time has shifted more Berkshire shares to big institutional investors, said Lawrence Cunningham, a law professor at George Washington University who has written extensively about the company.</p><p><blockquote>乔治华盛顿大学法学教授劳伦斯·坎宁安(Lawrence Cunningham)撰写了大量有关该公司的文章，他表示，随着时间的推移，巴菲特减持该公司股份的长期计划已将更多伯克希尔股票转移到大型机构投资者手中。</blockquote></p><p>About 70% of Berkshire’s shares are owned by individuals, many of whom are longtime holders loyal to Mr. Buffett, Mr. Cunningham said. And many don’t care whether Berkshire lacks a corporate sustainability report or an investor-relations team at the ready to answer their questions.</p><p><blockquote>坎宁安表示，伯克希尔约70%的股票由个人持有，其中许多人是忠于巴菲特的长期持有者。许多人并不关心伯克希尔是否缺乏企业可持续发展报告或随时准备回答他们问题的投资者关系团队。</blockquote></p><p>“Berkshire’s unusual and valued family of individual shareholders may add to your understanding of our reluctance to court Wall Street analysts and institutional investors,” Mr. Buffett wrote in his most recent letter to shareholders. “We already have the investors we want and don’t think that they, on balance, would be upgraded by replacements.”</p><p><blockquote>巴菲特在最近致股东的信中写道：“伯克希尔不同寻常且有价值的个人股东家族可能会加深您对我们不愿讨好华尔街分析师和机构投资者的理解。”“我们已经拥有了我们想要的投资者，总的来说，我认为他们不会通过替代者来升级。”</blockquote></p><p>The gradual uptick in institutional ownership, though, might already be empowering professional managers to press Berkshire on governance matters.&nbsp;When Mr. Buffett and his estate sell off his remaining shares, it is likely those money managers will hold an even bigger stake in the company, Mr. Cunningham said.</p><p><blockquote>不过，机构持股比例的逐步上升可能已经让职业经理人有能力在治理问题上向伯克希尔施压。坎宁安说，当巴菲特和他的遗产出售剩余股份时，这些基金经理很可能会持有该公司更多的股份。</blockquote></p><p>“There will be a dawning of significant leadership and structural change, and these holders are preparing for that battle,” Mr. Cunningham said.</p><p><blockquote>坎宁安表示：“重大领导力和结构性变革将会出现，这些持有者正在为这场战斗做准备。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/warren-buffett-faces-impatient-investors-as-berkshire-hathaway-returns-decline-11619794480\">WSJ</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/daaa666333c3b9bf0b940ffed4c1c369","relate_stocks":{"BRK.B":"伯克希尔B"},"source_url":"https://www.wsj.com/articles/warren-buffett-faces-impatient-investors-as-berkshire-hathaway-returns-decline-11619794480","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105099718","content_text":"Institutional shareholders are pressing for change on climate and governance at the Omaha, Neb., conglomerateProfessional money managers are turning up the heat on Warren Buffett’sBerkshire Hathaway Inc.BRK.B -0.95%California Public Employees’ Retirement System and Neuberger Berman have demanded that the Omaha, Neb., conglomerate bring in new directors and provide more disclosures on climate risks and executiveLeading up to Berkshire’s annual meeting on Saturday, proxy advisers Glass Lewis & Co. and Institutional Shareholder Services Inc. have recommended that investors withhold their votes for board members.While many of the complaints aren’t new and none of the shareholder proposals are likely to pass, Berkshire’s lackluster returns in recent years have made it more vulnerable to criticism amid a growing wave of investor interest in corporate sustainability issues.The shareholder movement to press companies on climate change, social progress and governance continues to gain steam in the U.S., emerging asa key selling point for money managers in their efforts to keep client money.Under Mr. Buffett’s leadership,the firm boasts 20% compounded annualized gains from 1965 to 2020, outperforming the S&P 500’s 10.2% gains including dividends during the period. Berkshire’s total returns over the past three- and five-year periods were 12% and 14%, respectively, compared with the index’s 19% and 18%.“Berkshire has gotten a pass in part because of its historically strong financial performance,” said Simiso Nzima, head of corporate governance at Calpers.Berkshire has continued to stress its continued focus on the long game. Mr. Buffett, who is chief executive and chairman of the company, built upa diverse portfolio of mostly U.S. businesses and investments meant to perform over decades, not to compete with a volatile market buoyed by booming tech stocks.Calpers, the nation’s largest public-pension fund with $444 billion in assets, co-sponsored a shareholder proposal imploring Berkshire to provide more disclosures on climate-related risks and opportunities.The pension fund is also withholding its votes to re-elect members of the board’s audit and governance committees on grounds of failing to meet shareholder demands over climate-risk disclosures. It said it was concerned that the board lacks new members, doesn’t engage with shareholders and isn’t letting investors vote on executive pay plans.“If you don’t refresh the board, you don’t have a next generation of directors able to learn from the long-serving directors before they leave the board,” Mr. Nzima said.Berkshire declined to comment ahead of the company’s Saturday meeting.Neuberger, a privately held money manager with more than $429 billion in assets, also said it would vote for several shareholder-led proposals related to environmental, social and corporate-governance issues, often abbreviated as ESG.“One would think that if companies have a responsibility to look out for the environment or deliver good on social issues and governance, that Berkshire might be a leader in these areas,” said Michelle Giordano, a Neuberger analyst who follows the company. “But it doesn’t seem like they are.”Berkshire said in its annual proxy statement that while it agreed companies had a responsibility to manage climate risks, it preferred to let its various operating units commit to their own environmental policies. Mandates from a small corporate office, the company wrote, would infringe upon the autonomy that has helped those businesses thrive under Berkshire’s ownership. Berkshire Hathaway Energy, for instance, already producesa sustainability report.Calpers has also pledged to support a proposal requiring the company to report its efforts to diversify its staff.Berkshire said the diversity-report proposal improperly suggests that “there is a standardized technique for each of Berkshire’s more than 60 operating businesses to address diversity, equity and inclusion.”“It would be unreasonable to ask for uniform, quantitative reporting for the purposes of comparing such dissimilar operations in different geographic locations,” Berkshire wrote.Glass Lewis and ISS recommended shareholders vote for the ESG proposals and withhold votes for certain directors.“This year there’s a lot more attention given from mainstream investors on ESG issues,” said Courteney Keatinge, a senior director of ESG research at Glass Lewis.Another factor is at play: Berkshire shares are slowly changing hands.Mr. Buffett’s longstanding plan to shrink his stake in the company over time has shifted more Berkshire shares to big institutional investors, said Lawrence Cunningham, a law professor at George Washington University who has written extensively about the company.About 70% of Berkshire’s shares are owned by individuals, many of whom are longtime holders loyal to Mr. Buffett, Mr. Cunningham said. And many don’t care whether Berkshire lacks a corporate sustainability report or an investor-relations team at the ready to answer their questions.“Berkshire’s unusual and valued family of individual shareholders may add to your understanding of our reluctance to court Wall Street analysts and institutional investors,” Mr. Buffett wrote in his most recent letter to shareholders. “We already have the investors we want and don’t think that they, on balance, would be upgraded by replacements.”The gradual uptick in institutional ownership, though, might already be empowering professional managers to press Berkshire on governance matters. When Mr. Buffett and his estate sell off his remaining shares, it is likely those money managers will hold an even bigger stake in the company, Mr. Cunningham said.“There will be a dawning of significant leadership and structural change, and these holders are preparing for that battle,” Mr. Cunningham said.","news_type":1,"symbols_score_info":{"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899686448,"gmtCreate":1628178274584,"gmtModify":1633752863472,"author":{"id":"3578383452054768","authorId":"3578383452054768","name":"sia","avatar":"https://static.tigerbbs.com/72630e5c1b2df4fcb439c79608d61dd2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578383452054768","idStr":"3578383452054768"},"themes":[],"htmlText":"🙌","listText":"🙌","text":"🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899686448","repostId":"1123278856","repostType":2,"repost":{"id":"1123278856","kind":"news","pubTimestamp":1628046173,"share":"https://www.laohu8.com/m/news/1123278856?lang=zh_CN&edition=full","pubTime":"2021-08-04 11:02","market":"us","language":"en","title":"NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123278856","media":"seekingalpha","summary":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong s","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s delivery growth in July accelerated over the previous month.</li>  <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>  <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>  <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来7月交付量环比增速加快。</li><li>由于第三季度开局强劲，我正在更新2021财年的交付预估。</li><li>随着半导体供应短缺的缓解，蔚来的交付增长应该会进一步加快。</li><li>根据估值和预计销售增长，蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock来自Getty Images</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来（蔚来）7月份的交付量增长令人印象深刻，这表明下半年的增长强于预期……随着芯片供应短缺的缓解，生产也应该会正常化。蔚来并不便宜，但令人印象深刻的交付和销售增长证明了高销售乘数因素的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>临近年底蔚来交付量增速或将加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>蔚来报告7月份交付量同比增长124.5%。这家中国电动汽车制造商上个月交付了7,931辆汽车，其中大部分是蔚来的五座智能电动SUV ES6。蔚来交付了3,669辆ES6（占总交付量的46%）、2,560辆EC6s（占交付量的32%），这是蔚来的五座电动轿跑车运动型多功能车，以及1,702辆ES8（占交付量的21%），这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品线中最畅销的电动SUV，也是交付量最高的。如果我们按车型细分增长率，那么ES6的交付量同比增长41%，ES8的交付量同比增长84%。2020年7月，蔚来仅交付了3,533辆ES8和ES6，EC6轿跑车SUV直到2020年9月才开始交付。蔚来公布的7月份124.5%的同比增长率虽然本身令人印象深刻，但随着生产恢复正常和EC6销售开始产生更大影响，可能会低估蔚来下半年的总交付量增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6 7月份交付量小幅下降，这可能归因于芯片供应短缺，而不是需求放缓。然而，这两款车型交付量的下降被ES8交付量的增加所抵消。净影响是蔚来7月份的汽车交付量比6月份减少了152辆。我预计ES6和EC6车型将在21年第三季度恢复增长，蔚来与其他汽车品牌一样，应该会受益于下半年半导体流量的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管半导体存在供应问题，但蔚来的增长在7月份加速。蔚来7月份的交付增长率为124.5%，超过了6月份的交付增长率，6月份的交付增长率比去年增长了116.1%。2020年7月，蔚来的同比交付增长率为322.1%，因为2019财年的交付量要低得多，这使得同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车（XPEV）和理想汽车（LI）表现更好。小鹏汽车2021年7月交付汽车8,040辆，同比增长228%。交付量增长是由小鹏汽车的运动型智能轿车P7s推动的，这家中国电动汽车制造商售出了6,054辆。小鹏汽车还售出了1,986辆G3，这是一款紧凑型SUV，可与蔚来的运动型多用途车系列竞争。理想汽车也取得了创纪录的成绩，2021年7月交付了8,589辆Li One。交付数量同比增长251.3%。Li ONE是理想汽车的六座电动SUV，它与蔚来的ES8争夺买家。这是理想汽车首次突破每月交付量8,000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告，小鹏汽车和理想汽车的交付增长率更强劲，每家电动汽车制造商7月份的汽车销量都超过了蔚来。蔚来7月份的交付量落后于竞争对手，但其以SUV为中心的产品线仍取得了令人印象深刻的增长。由于预计下半年生产将恢复正常，我预计蔚来的增长将在今年剩余的五个月内继续加速。福特上周表示，尽管芯片至少在今年年底前仍将持续短缺，但它认为半导体供应形势正在改善。我预计蔚来下周财报发布时也会发表类似评论，届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺，蔚来将21年第一季度的产量预测下调至19,500辆，这表明交付量比之前指导的20,000-20,500辆少1,000辆。蔚来最终在21年第一季度交付了20,060辆。蔚来第二季度的交付量为21,896辆，因此这家中国电动汽车制造商的交付量好于其指导建议。因此，我预计随着芯片供应短缺不再成为蔚来的生产瓶颈，第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近10万辆的里程碑，增长主要由EC6和ES8推动。对于21年第三季度，我预计蔚来的平均月交付量将超过8,000辆，21年第四季度的平均月交付量将增长至略高于10,000辆。与我之前的指导相比，2021财年的交付预期反映了2021年下半年将额外销售1,840辆汽车。到目前为止，蔚来在2021年交付了49,887辆车型（包括7月交付量），相当于我全年交付量预期的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者预测）</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>蔚来明年的销售额预计将达到$8.9 B，是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜，因为2022财年收入的销售乘数为5.2。从预计的5年收入增长来看，理想汽车预计销售额增长最快，部分原因是其规模较小。然而，蔚来在2025年之前仍将有310%的非常可观的收入增长（基于明年的销售额）。由于蔚来的BaaS收入机会（比小鹏的电池租赁模式更好），我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来的风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来恢复全面生产的速度以及交付量增长速度的因素。这家电动汽车制造商可能会在下周公布第二季度账目时提供最新信息。状态更新可能会包括修改后的今年剩余时间的生产指导，如果管理层预计半导体形势会有所改善，这应该是积极的，这也是我所期望的。改变我对蔚来的看法，或许还有蔚来估值的是交付增长率的放缓，我在全年交付预测中没有考虑到这一点。交付放缓和收入增长是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>我预计，随着芯片供应情况在未来五个月内缓解，蔚来将在21年第4季度恢复到每月至少10,000辆汽车的产量……这至少是福特21年第2季度收益的结论，蔚来也应该同样经历更好的增长半导体的流动。这将消除一个主要的生产瓶颈，为蔚来在2021年提高产量并加速增长提供空间。</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>NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-04 11:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s delivery growth in July accelerated over the previous month.</li>  <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>  <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>  <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来7月交付量环比增速加快。</li><li>由于第三季度开局强劲，我正在更新2021财年的交付预估。</li><li>随着半导体供应短缺的缓解，蔚来的交付增长应该会进一步加快。</li><li>根据估值和预计销售增长，蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock来自Getty Images</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来（蔚来）7月份的交付量增长令人印象深刻，这表明下半年的增长强于预期……随着芯片供应短缺的缓解，生产也应该会正常化。蔚来并不便宜，但令人印象深刻的交付和销售增长证明了高销售乘数因素的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>临近年底蔚来交付量增速或将加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>蔚来报告7月份交付量同比增长124.5%。这家中国电动汽车制造商上个月交付了7,931辆汽车，其中大部分是蔚来的五座智能电动SUV ES6。蔚来交付了3,669辆ES6（占总交付量的46%）、2,560辆EC6s（占交付量的32%），这是蔚来的五座电动轿跑车运动型多功能车，以及1,702辆ES8（占交付量的21%），这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品线中最畅销的电动SUV，也是交付量最高的。如果我们按车型细分增长率，那么ES6的交付量同比增长41%，ES8的交付量同比增长84%。2020年7月，蔚来仅交付了3,533辆ES8和ES6，EC6轿跑车SUV直到2020年9月才开始交付。蔚来公布的7月份124.5%的同比增长率虽然本身令人印象深刻，但随着生产恢复正常和EC6销售开始产生更大影响，可能会低估蔚来下半年的总交付量增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6 7月份交付量小幅下降，这可能归因于芯片供应短缺，而不是需求放缓。然而，这两款车型交付量的下降被ES8交付量的增加所抵消。净影响是蔚来7月份的汽车交付量比6月份减少了152辆。我预计ES6和EC6车型将在21年第三季度恢复增长，蔚来与其他汽车品牌一样，应该会受益于下半年半导体流量的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管半导体存在供应问题，但蔚来的增长在7月份加速。蔚来7月份的交付增长率为124.5%，超过了6月份的交付增长率，6月份的交付增长率比去年增长了116.1%。2020年7月，蔚来的同比交付增长率为322.1%，因为2019财年的交付量要低得多，这使得同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车（XPEV）和理想汽车（LI）表现更好。小鹏汽车2021年7月交付汽车8,040辆，同比增长228%。交付量增长是由小鹏汽车的运动型智能轿车P7s推动的，这家中国电动汽车制造商售出了6,054辆。小鹏汽车还售出了1,986辆G3，这是一款紧凑型SUV，可与蔚来的运动型多用途车系列竞争。理想汽车也取得了创纪录的成绩，2021年7月交付了8,589辆Li One。交付数量同比增长251.3%。Li ONE是理想汽车的六座电动SUV，它与蔚来的ES8争夺买家。这是理想汽车首次突破每月交付量8,000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告，小鹏汽车和理想汽车的交付增长率更强劲，每家电动汽车制造商7月份的汽车销量都超过了蔚来。蔚来7月份的交付量落后于竞争对手，但其以SUV为中心的产品线仍取得了令人印象深刻的增长。由于预计下半年生产将恢复正常，我预计蔚来的增长将在今年剩余的五个月内继续加速。福特上周表示，尽管芯片至少在今年年底前仍将持续短缺，但它认为半导体供应形势正在改善。我预计蔚来下周财报发布时也会发表类似评论，届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺，蔚来将21年第一季度的产量预测下调至19,500辆，这表明交付量比之前指导的20,000-20,500辆少1,000辆。蔚来最终在21年第一季度交付了20,060辆。蔚来第二季度的交付量为21,896辆，因此这家中国电动汽车制造商的交付量好于其指导建议。因此，我预计随着芯片供应短缺不再成为蔚来的生产瓶颈，第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近10万辆的里程碑，增长主要由EC6和ES8推动。对于21年第三季度，我预计蔚来的平均月交付量将超过8,000辆，21年第四季度的平均月交付量将增长至略高于10,000辆。与我之前的指导相比，2021财年的交付预期反映了2021年下半年将额外销售1,840辆汽车。到目前为止，蔚来在2021年交付了49,887辆车型（包括7月交付量），相当于我全年交付量预期的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者预测）</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>蔚来明年的销售额预计将达到$8.9 B，是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜，因为2022财年收入的销售乘数为5.2。从预计的5年收入增长来看，理想汽车预计销售额增长最快，部分原因是其规模较小。然而，蔚来在2025年之前仍将有310%的非常可观的收入增长（基于明年的销售额）。由于蔚来的BaaS收入机会（比小鹏的电池租赁模式更好），我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来的风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来恢复全面生产的速度以及交付量增长速度的因素。这家电动汽车制造商可能会在下周公布第二季度账目时提供最新信息。状态更新可能会包括修改后的今年剩余时间的生产指导，如果管理层预计半导体形势会有所改善，这应该是积极的，这也是我所期望的。改变我对蔚来的看法，或许还有蔚来估值的是交付增长率的放缓，我在全年交付预测中没有考虑到这一点。交付放缓和收入增长是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>我预计，随着芯片供应情况在未来五个月内缓解，蔚来将在21年第4季度恢复到每月至少10,000辆汽车的产量……这至少是福特21年第2季度收益的结论，蔚来也应该同样经历更好的增长半导体的流动。这将消除一个主要的生产瓶颈，为蔚来在2021年提高产量并加速增长提供空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123278856","content_text":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.\nBased on valuation and estimated sales growth, NIO is a buy.\n\nSimonSkafar/iStock via Getty Images\nNIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.\nNIO's delivery growth may accelerate toward the end of the year\nFor the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.\nNIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.\n(Source: Author)\n\n\n\n\n\nDespite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.\nNIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.\nBased on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.\nNIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.\n(Source: Author Projections)\nNIO's sales are expected to grow rapidly\nNIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.\n(Source: Author)\nRisks with NIO\nThe chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.\nFinal thoughts\nI expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}