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2022-01-28

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Cathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree<blockquote>Cathie Wood 在股市暴跌时购买了价值 2800 万美元的特斯拉股票，结束了长达数月的获利了结狂潮</blockquote>

2022-01-27

What do u think? Is the market a falling knife or a buying opportunity?

2022-01-27

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Tesla Fell over 5% in Morning Trading as Put Off New Models<blockquote>由于推迟新车型，特斯拉早盘交易中下跌超过 5%</blockquote>

2022-01-25

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Pre-Bell｜Nasdaq 100 e-minis Dropped Over 2%; Nvidia Abandoned Its Purchase of Arm<blockquote>盘前|纳斯达克 100 指数电子迷你指数下跌超过 2%；英伟达放弃收购 Arm</blockquote>

2022-01-22

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2022-01-22

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2022-01-21

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Want $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade<blockquote>想要100万美元？立即购买并持有未来十年的 2 只巨型成长型股票</blockquote>

2022-01-19

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Gold and Silver Stocks Jumped in Early Trading<blockquote>黄金和白银股票早盘上涨</blockquote>

2022-01-16

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2022-01-15

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Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012<blockquote>摩根士丹利晋升自 2012 年以来最大规模的董事总经理</blockquote>

2022-01-13

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Biogen says yet to speak with CMS about coverage of Alzheimer's drug<blockquote>百健表示尚未与 CMS 讨论阿尔茨海默氏症药物的覆盖范围</blockquote>

2022-01-13

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Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</blockquote>

2022-01-09

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2022-01-09

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Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>

2022-01-08

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2022-01-07

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2022-01-06

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Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>

2022-01-04

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2022-01-02

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2022-01-01

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please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/639554304","repostId":"1140039283","repostType":4,"repost":{"id":"1140039283","kind":"news","pubTimestamp":1643354928,"share":"https://www.laohunote.com/m/news/1140039283?lang=zh_CN&edition=full","pubTime":"2022-01-28 15:28","market":"us","language":"en","title":"Cathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree<blockquote>Cathie Wood 在股市暴跌时购买了价值 2800 万美元的特斯拉股票，结束了长达数月的获利了结狂潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140039283","media":"Benzinga","summary":"Cathie Wood-ledArk Investment Managementon Thursday raised its exposure inTeslaIncon the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money mana","content":"<p><div> Cathie Wood-led Ark Investment Management on Thursday raised its exposure in Tesla Inc on the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money...</p><p><blockquote><div>凯西-伍德（Cathie Wood）领导的方舟投资管理公司（Ark Investment Management）周四在下跌时加大了对特斯拉公司（Microsoft Inc.）的敞口，打破了长达数月的获利了结狂潮。大众货币……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">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>Cathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree<blockquote>Cathie Wood 在股市暴跌时购买了价值 2800 万美元的特斯拉股票，结束了长达数月的获利了结狂潮</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\">\nCathie Wood Buys $28M Shares In Tesla As Stock Crashes, Ending Months-Long Profit Booking Spree<blockquote>Cathie Wood 在股市暴跌时购买了价值 2800 万美元的特斯拉股票，结束了长达数月的获利了结狂潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2022-01-28 15:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Cathie Wood-led Ark Investment Management on Thursday raised its exposure in Tesla Inc on the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money...</p><p><blockquote><div>凯西-伍德（Cathie Wood）领导的方舟投资管理公司（Ark Investment Management）周四在下跌时加大了对特斯拉公司（Microsoft Inc.）的敞口，打破了长达数月的获利了结狂潮。大众货币……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">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/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-\">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":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25274115/cathie-wood-buys-28m-shares-in-tesla-as-stock-crashes-ending-months-long-profit-booking-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140039283","content_text":"Cathie Wood-led Ark Investment Management on Thursday raised its exposure in Tesla Inc on the dip, breaking its months-long profit-booking spree in the electric vehicle maker’s stock.The popular money managing firm bought 33,482 shares — estimated to be worth $27.75 million based on the latest closing price— in Tesla.Tesla stock closed 11.55% lower at $829.10 a share on Thursday. The stock is down 30.9% so far this year.Tesla has a 52-week high of $1,243.49 and a 52-week low of $539.49.Ark Invest bought shares in Tesla via the Ark Innovation ETF, and the Ark Next Generation Internet ETF. The Ark Autonomous Technology & Robotics ETF too owns shares in Tesla.The three ETFs held 1.46 million shares — worth $1.37 billion — in Tesla, prior to Thursday’s trade.Tesla reported impressive fourth quarter earnings after the bell on Wednesday but investors were not impressed as the company said it is not working on a $25,000 electric car yet and said it does not plan to produce new model vehicles in this year.Tesla CEO Elon Musk instead told investors it is more important to develop the humanoid robot than new models.Wood, a Tesla bull, had been selling shares in the Musk-led company’s stock since September when shares rose after a blockbuster deal with car rental company Hertz Global Holdings. Tesla shares had joined the $1 trillion market club after shares went past the $1,000 mark.","news_type":1,"symbols_score_info":{"TSLA":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639231457,"gmtCreate":1643296105867,"gmtModify":1643296106452,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"What do u think? Is the market a falling knife or a buying opportunity?","listText":"What do u think? Is the market a falling knife or a buying opportunity?","text":"What do u think? Is the market a falling knife or a buying opportunity?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639231457","isVote":1,"tweetType":1,"viewCount":4974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639208275,"gmtCreate":1643294281205,"gmtModify":1643294281752,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639208275","repostId":"1112573013","repostType":4,"repost":{"id":"1112573013","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":1643294127,"share":"https://www.laohunote.com/m/news/1112573013?lang=zh_CN&edition=full","pubTime":"2022-01-27 22:35","market":"us","language":"en","title":"Tesla Fell over 5% in Morning Trading as Put Off New Models<blockquote>由于推迟新车型，特斯拉早盘交易中下跌超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112573013","media":"Tiger Newspress","summary":"Tesla fell over 5% in morning trading as put off new models.Here’s how the company performed:Earning","content":"<p><html><head></head><body>Tesla fell over 5% in morning trading as put off new models.<img src=\"https://static.tigerbbs.com/116702e39e5bc9ec8b82b6a0a9d1d121\" tg-width=\"1116\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/>Here’s how the company performed:</p><p><blockquote><html><head></head><body>由于推迟新车型，特斯拉早盘交易中下跌超过 5%。以下是公司的表现：</body></html></blockquote></p><p>Earnings (adjusted): $2.52 per share, vs. $2.36 per share expected by analysts, according to Refinitiv</p><p><blockquote>根据 Refinitiv 的数据，收益（调整后）：每股 2.52 美元，而分析师预期为每股 2.36 美元</blockquote></p><p>Revenue:$17.72 billion, vs. $16.57 billion expected by analysts, according to Refinitiv</p><p><blockquote>根据路孚特的数据，收入：177.2 亿美元，而分析师预期为 165.7 亿美元</blockquote></p><p>Revenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.</p><p><blockquote>根据一份声明，本季度收入同比增长 65%，而汽车收入总计 159.7 亿美元，增长 71%。</blockquote></p><p>Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.</p><p><blockquote>能源发电和存储收入为 6.88 亿美元，下降 8%，低于 StreetAccount 共识的 8.151 亿美元。这是该部门自 2021 年第一季度以来的最低收入。</blockquote></p><p>Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.</p><p><blockquote>净利润为 23.2 亿美元，增长约 760%，特斯拉表示其毛利率为 27.4%，而上一季度为 26.6%。</blockquote></p><p>“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.</p><p><blockquote>“该公司表示：”由于供应链成为主要限制因素，我们自己的工厂已经连续几个季度低于产能运行，这种情况可能会持续到 2022 年。</blockquote></p><p>In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)</p><p><blockquote>2021年，特斯拉交付了936,172辆汽车，比2020年首次公布年度利润499,647辆时增长87%。其2021年的交付量包括第四季度的308,600辆电动汽车。（交付量最接近特斯拉报告的销售额。）</blockquote></p><p>Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.</p><p><blockquote>全年 GAAP 利润从 2020 年的 7.21 亿美元增至 55 亿美元，而 2021 年销售额从 2020 年的 315 亿美元增长 71%，达到 538 亿美元。特斯拉表示，该季度末的自由现金流为 28 亿美元。该公司表示，年底不包括汽车和能源产品融资的总债务降至 14 亿美元。</blockquote></p><p>The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.</p><p><blockquote>该公司表示，它于 2021 年底开始在德克萨斯州奥斯汀的工厂生产 Model Ys，并计划在最终认证后开始交付这款紧凑型 SUV。特斯拉说，位于旧金山湾区的特斯拉-弗里蒙特工厂去年的产量达到了 “创纪录的产量”，年产量可能超过 60 万辆。</blockquote></p><p>Tesla&#39;s $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.</p><p><blockquote>根据 Refinitiv 的数据，特斯拉调整后息税折旧摊销前利润 (EBITDA) 为 40.9 亿美元，超过了市场普遍预期的 38.9 亿美元。这似乎使首席执行官埃隆·马斯克有资格根据其 2018 年薪酬方案获得额外期权支出。</blockquote></p><p>Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.</p><p><blockquote>与马斯克行使与 2012 年薪酬方案相关的选择权相关的工资税导致季度利润损失 3.4 亿美元。</blockquote></p><p>The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.</p><p><blockquote>利润还反映了原材料、商品和物流成本以及与保修和召回相关的费用的上涨。特斯拉正在召回超过 475,000 辆 Model 3 和 Model S 电动汽车，以解决增加碰撞风险的后视摄像头和后备箱问题。</blockquote></p><p>CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）和其他高管预计将介绍公司拖延已久的重型半挂卡车、实验性 Cybertruck 皮卡、无人驾驶汽车系统和 2.5 万美元紧凑型轿车计划的最新进展。</blockquote></p><p></body></html></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>Tesla Fell over 5% in Morning Trading as Put Off New Models<blockquote>由于推迟新车型，特斯拉早盘交易中下跌超过 5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Fell over 5% in Morning Trading as Put Off New Models<blockquote>由于推迟新车型，特斯拉早盘交易中下跌超过 5%</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\">2022-01-27 22:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla fell over 5% in morning trading as put off new models.<img src=\"https://static.tigerbbs.com/116702e39e5bc9ec8b82b6a0a9d1d121\" tg-width=\"1116\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/>Here’s how the company performed:</p><p><blockquote><html><head></head><body>由于推迟新车型，特斯拉早盘交易中下跌超过 5%。以下是公司的表现：</body></html></blockquote></p><p>Earnings (adjusted): $2.52 per share, vs. $2.36 per share expected by analysts, according to Refinitiv</p><p><blockquote>根据 Refinitiv 的数据，收益（调整后）：每股 2.52 美元，而分析师预期为每股 2.36 美元</blockquote></p><p>Revenue:$17.72 billion, vs. $16.57 billion expected by analysts, according to Refinitiv</p><p><blockquote>根据路孚特的数据，收入：177.2 亿美元，而分析师预期为 165.7 亿美元</blockquote></p><p>Revenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.</p><p><blockquote>根据一份声明，本季度收入同比增长 65%，而汽车收入总计 159.7 亿美元，增长 71%。</blockquote></p><p>Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.</p><p><blockquote>能源发电和存储收入为 6.88 亿美元，下降 8%，低于 StreetAccount 共识的 8.151 亿美元。这是该部门自 2021 年第一季度以来的最低收入。</blockquote></p><p>Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.</p><p><blockquote>净利润为 23.2 亿美元，增长约 760%，特斯拉表示其毛利率为 27.4%，而上一季度为 26.6%。</blockquote></p><p>“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.</p><p><blockquote>“该公司表示：”由于供应链成为主要限制因素，我们自己的工厂已经连续几个季度低于产能运行，这种情况可能会持续到 2022 年。</blockquote></p><p>In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)</p><p><blockquote>2021年，特斯拉交付了936,172辆汽车，比2020年首次公布年度利润499,647辆时增长87%。其2021年的交付量包括第四季度的308,600辆电动汽车。（交付量最接近特斯拉报告的销售额。）</blockquote></p><p>Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.</p><p><blockquote>全年 GAAP 利润从 2020 年的 7.21 亿美元增至 55 亿美元，而 2021 年销售额从 2020 年的 315 亿美元增长 71%，达到 538 亿美元。特斯拉表示，该季度末的自由现金流为 28 亿美元。该公司表示，年底不包括汽车和能源产品融资的总债务降至 14 亿美元。</blockquote></p><p>The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.</p><p><blockquote>该公司表示，它于 2021 年底开始在德克萨斯州奥斯汀的工厂生产 Model Ys，并计划在最终认证后开始交付这款紧凑型 SUV。特斯拉说，位于旧金山湾区的特斯拉-弗里蒙特工厂去年的产量达到了 “创纪录的产量”，年产量可能超过 60 万辆。</blockquote></p><p>Tesla&#39;s $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.</p><p><blockquote>根据 Refinitiv 的数据，特斯拉调整后息税折旧摊销前利润 (EBITDA) 为 40.9 亿美元，超过了市场普遍预期的 38.9 亿美元。这似乎使首席执行官埃隆·马斯克有资格根据其 2018 年薪酬方案获得额外期权支出。</blockquote></p><p>Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.</p><p><blockquote>与马斯克行使与 2012 年薪酬方案相关的选择权相关的工资税导致季度利润损失 3.4 亿美元。</blockquote></p><p>The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.</p><p><blockquote>利润还反映了原材料、商品和物流成本以及与保修和召回相关的费用的上涨。特斯拉正在召回超过 475,000 辆 Model 3 和 Model S 电动汽车，以解决增加碰撞风险的后视摄像头和后备箱问题。</blockquote></p><p>CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）和其他高管预计将介绍公司拖延已久的重型半挂卡车、实验性 Cybertruck 皮卡、无人驾驶汽车系统和 2.5 万美元紧凑型轿车计划的最新进展。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112573013","content_text":"Tesla fell over 5% in morning trading as put off new models.Here’s how the company performed:Earnings (adjusted): $2.52 per share, vs. $2.36 per share expected by analysts, according to RefinitivRevenue:$17.72 billion, vs. $16.57 billion expected by analysts, according to RefinitivRevenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.Tesla's $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639914810,"gmtCreate":1643119607053,"gmtModify":1643119607565,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639914810","repostId":"1157302945","repostType":4,"repost":{"id":"1157302945","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":1643115685,"share":"https://www.laohunote.com/m/news/1157302945?lang=zh_CN&edition=full","pubTime":"2022-01-25 21:01","market":"us","language":"en","title":"Pre-Bell｜Nasdaq 100 e-minis Dropped Over 2%; Nvidia Abandoned Its Purchase of Arm<blockquote>盘前|纳斯达克 100 指数电子迷你指数下跌超过 2%；英伟达放弃收购 Arm</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157302945","media":"Tiger Newspress","summary":"U.S. stock futures dropped in pre-market trading Tuesday aftera whipsaw previous sessionas investors continue to fret over fast-approaching rate hikes and a lackluster start to earnings season.Market ","content":"<p><html><head></head><body>U.S. stock futures dropped in pre-market trading Tuesday after a whipsaw previous session as investors continue to fret over fast-approaching rate hikes and a lackluster start to earnings season.</p><p><blockquote><html><head></head><body>由于投资者继续担心即将到来的加息和财报季开局不佳，美国股指期货在周二盘前交易中下跌。</body></html></blockquote></p><p><b>Market Snapshot</b></p><p><blockquote><b>市场快照</b></blockquote></p><p>At 07:55 a.m. ET, Dow e-minis were down 285 points, or 0.83%, S&amp;P 500 e-minis were down 67.5 points, or 1.53%, and Nasdaq 100 e-minis were down 314.5 points, or 2.17%.<img src=\"https://static.tigerbbs.com/0f9eb1fd2524488fd1d94af43be07c8b\" tg-width=\"1080\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>美国东部时间上午 07:55，道琼斯电子迷你指数下跌 285 点，跌幅 0.83%，标普500电子迷你指数下跌 67.5 点，跌幅 1.53%，纳斯达克 100 电子迷你指数下跌 314.5 点，跌幅 2.17%。</blockquote></p><p><b>Pre-Market Movers</b></p><p><blockquote><b>盘前推动者</b></blockquote></p><p><b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> – <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> rose 1.9% in the premarket after reporting quarterly earnings of $2.31 per share, 30 cents a share above estimates. Revenue also topped estimates, and 3M said its business improved during December as supply chain issues, omicron and other concerns abated.</p><p><blockquote><b><a href=\"https://laohu8.com/S/MMM\">3M</a></b>–<b><a href=\"https://laohu8.com/S/MMM\">3M</a></b>公布季度收益为每股 2.31 美元，比预期高出 30 美分，盘前上涨 1.9%。收入也超出了预期，3M 表示，随着供应链问题、奥密克戎和其他担忧的缓解，其业务在 12 月份有所改善。</blockquote></p><p><b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> – <b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> beat estimates by a penny a share, with quarterly earnings of $2.13 per share. The company gave an upbeat full-year forecast, however fourth-quarter revenue came in below analysts’ forecasts. Its shares fell 1.6% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>–<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>每股收益超出预期 1 美分，季度收益为每股 2.13 美元。该公司给出了乐观的全年预测，但第四季度营收低于分析师的预测。其股价在盘前交易中下跌 1.6%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/GE\">General Electric Co</a></b> – GE slid 2.8% in premarket action as fourth-quarter revenue fell below Street forecasts. Quarterly earnings came in at 92 cents a share, compared to a consensus estimate of 85 cents a share. The company also forecast improved cash flow for 2022.</p><p><blockquote><b><a href=\"https://laohu8.com/S/GE\">通用电气公司</a></b>– 由于第四季度收入低于华尔街预期，通用电气盘前下跌 2.8%。季度收益为每股92美分，而市场普遍预期为每股85美分。该公司还预测 2022 年现金流将有所改善。</blockquote></p><p><b><a href=\"https://laohu8.com/S/AXP\">American Express</a></b> – Record card spending helped American Express report better-than-expected profit and revenue for the fourth quarter. Earnings came in at $2.18 per share, well above the $1.87 a share consensus estimate.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AXP\">美国运通</a></b>– 创纪录的信用卡消费帮助美国运通报告了好于预期的第四季度利润和收入。每股收益为 2.18 美元，远高于每股 1.87 美元的普遍预期。</blockquote></p><p><b><a href=\"https://laohu8.com/S/PII\">Polaris</a></b>  – The recreational vehicle maker beat estimates by 13 cents a share, with quarterly profit of $2.16 per share. Revenue also topped consensus. Profit was lower than a year ago as Polaris dealt with higher costs for components and logistics.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PII\">北极星</a></b>– 这家休闲车制造商每股收益超出预期 13 美分，季度利润为每股 2.16 美元。收入也高于市场预期。由于北极星应对更高的零部件和物流成本，利润低于一年前。</blockquote></p><p><b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> – <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> beat estimates by 5 cents a share, with quarterly profit of $3.35 per share. Revenue also beat estimates on strength in IBM’s cloud computing business. IBM shares experienced some volatility in after-hours trading after the company declined to give an earnings forecast, but shares recovered to gain 1.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>–<b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>每股收益超出预期 5 美分，季度利润为每股 3.35 美元。IBM 云计算业务的实力也超出了预期。在 IBM 拒绝给出盈利预测后，该公司股价在盘后交易中经历了一些波动，但股价在盘前交易中反弹并上涨 1.5%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/ERIC\">LM Ericsson Telephone</a></b> – <b><a href=\"https://laohu8.com/S/ERIC\">LM Ericsson Telephone</a></b> reported better-than-expected quarterly earnings, with the Swedish telecom equipment maker benefiting from the accelerating rollout of 5G networks around the world. Shares surged 5.5% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ERIC\">LM爱立信电话</a></b>–<b><a href=\"https://laohu8.com/S/ERIC\">LM爱立信电话</a></b>这家瑞典电信设备制造商公布的季度收益好于预期，受益于全球 5G 网络的加速推出。盘前股价飙升 5.5%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/LOGI\">Logitech International SA</a></b> – <b><a href=\"https://laohu8.com/S/LOGI\">Logitech International SA</a></b> sales fell 2% for its latest quarter, with the maker of computer peripheral equipment facing tough comparisons to elevated pandemic-induced demand a year ago. Logitech raised its sales forecast for the current quarter, however, and its shares jumped 4.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/LOGI\">罗技国际有限公司</a></b>–<b><a href=\"https://laohu8.com/S/LOGI\">罗技国际有限公司</a></b>最近一个季度的销售额下降了 2%，这家计算机外围设备制造商面临着与一年前大流行引发的需求增加相比的严峻挑战。然而，罗技上调了本季度的销售预期，其股价在盘前交易中上涨了 4.5%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/PETS\">PetMed</a></b> – <b><a href=\"https://laohu8.com/S/PETS\">PetMed</a></b> fell 9 cents a share shy of consensus estimates, with quarterly profit of 21 cents per share. The pet products seller’s revenue also came in short of analysts’ forecasts. The stock dropped 2.7% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PETS\">宠物医学</a></b>–<b><a href=\"https://laohu8.com/S/PETS\">宠物医学</a></b>每股下跌 9 美分，低于市场普遍预期，季度利润为每股 21 美分。这家宠物用品销售商的收入也低于分析师的预测。该股盘前下跌2.7%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/ZION\">Zions</a></b> – <b><a href=\"https://laohu8.com/S/ZION\">Zions</a></b> shares rose 1.1% in the premarket after beating top and bottom line estimates for its latest quarter. It’s the latest in a series of upbeat reports from regional banks.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ZION\">锡安</a></b>–<b><a href=\"https://laohu8.com/S/ZION\">锡安</a></b>股价在最新季度超出营收和利润预期后，盘前上涨 1.1%。这是地区银行一系列乐观报告中的最新一份。</blockquote></p><p><b><a href=\"https://laohu8.com/S/MDRX\">Allscripts Healthcare Solutions</a></b>  – <b><a href=\"https://laohu8.com/S/MDRX\">Allscripts Healthcare Solutions</a></b> issued preliminary quarterly earnings and revenue numbers that exceeded Wall Street forecasts. The provider of physician practice management technology also announced a new $250 million share repurchase program. The stock surged 8.6% in premarket action.</p><p><blockquote><b><a href=\"https://laohu8.com/S/MDRX\">Allscripts医疗保健解决方案</a></b>–<b><a href=\"https://laohu8.com/S/MDRX\">Allscripts医疗保健解决方案</a></b>发布的初步季度收益和收入数据超出了华尔街的预测。这家医生实践管理技术提供商还宣布了一项新的2.5亿美元股票回购计划。该股在盘前交易中飙升 8.6%。</blockquote></p><p><b>Market News</b></p><p><blockquote><b>市场新闻</b></blockquote></p><p><b>Nvidia</b> is quietly preparing to abandon its purchase of Arm from Softbank after making little to no progress in winning approval for the $40 billion chip deal, according to people familiar with the matter.</p><p><blockquote><b>英伟达</b>据知情人士透露，在获得 400 亿美元芯片交易批准方面进展甚微或毫无进展后，该公司正悄悄地准备放弃从软银收购 Arm。</blockquote></p><p>The U.S. health regulator revised on Monday the emergency use authorizations for COVID-19 antibody treatments from <b>Regeneron</b> and <b>Eli Lilly</b> to limit their use, as the drugs are unlikely to work against the Omicron coronavirus variant.</p><p><blockquote>美国卫生监管机构周一修改了 COVID-19 抗体治疗的紧急使用授权<b>再生元</b>和<b>礼来</b>限制它们的使用，因为这些药物不太可能对奥密克戎冠状病毒变种有效。</blockquote></p><p></p><p>Sweden&#39;s <b>Ericsson</b> on Tuesday reported fourth-quarter core earnings above market estimates, helped by higher sales of telecom gear as more countries roll out 5G networks offsetting a loss of market share in mainland China.</p><p><blockquote>瑞典的<b>爱立信</b>周二公布的第四季度核心收益高于市场预期，这得益于随着更多国家推出 5G 网络，电信设备销量增加，抵消了中国大陆市场份额的损失。</blockquote></p><p><b>Amazon</b> and<a href=\"https://www.business-standard.com/topic/netflix\" target=\"_blank\"> </a><b>Netflix</b> are amongst platforms partnering with Indian manufacturing home Clear Slate Filmz Pvt. to push out motion pictures and net collection price about four billion rupees ($54 million) because the battle for content material heats up in one of many world’s largest leisure markets.</p><p><blockquote><b>亚马逊</b>和<a href=\"https://www.business-standard.com/topic/netflix\" target=\"_blank\"> </a><b>网飞</b>随着全球最大休闲市场之一的内容素材争夺战愈演愈烈，这些平台与印度制作公司 Clear Slate Filmz Pvt. 合作，将电影和净收藏价格推高约 40 亿卢比（5400 万美元）。</blockquote></p><p>Germany expects to receive 3.8 million doses of <b>Novavax</b>&#39;s newly approved COVID-19 vaccine Nuvaxovid by March 20, the health ministry said on Tuesday, as the government looks to persuade unvaccinated Germans to get a shot.</p><p><blockquote>德国预计将收到380万剂<b>诺瓦瓦克斯</b>德国卫生部周二表示，新批准的 COVID-19 疫苗将于 3 月 20 日之前Nuvaxovid，政府希望说服未接种疫苗的德国人接种疫苗。</blockquote></p><p><b>Verizon</b> Communications Inc said on Tuesday it added more wireless subscribers that pay a monthly bill than expected during the fourth quarter as the telecom operator&#39;s rapid deployment of its 5G services roped in more customers.</p><p><blockquote><b>威瑞森</b>Communications Inc 周二表示，随着电信运营商 5G 服务的快速部署吸引了更多客户，第四季度每月支付账单的无线用户数量超出预期。</blockquote></p><p></body></html></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>Pre-Bell｜Nasdaq 100 e-minis Dropped Over 2%; Nvidia Abandoned Its Purchase of Arm<blockquote>盘前|纳斯达克 100 指数电子迷你指数下跌超过 2%；英伟达放弃收购 Arm</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; 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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\">\nPre-Bell｜Nasdaq 100 e-minis Dropped Over 2%; Nvidia Abandoned Its Purchase of Arm<blockquote>盘前|纳斯达克 100 指数电子迷你指数下跌超过 2%；英伟达放弃收购 Arm</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\">2022-01-25 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stock futures dropped in pre-market trading Tuesday after a whipsaw previous session as investors continue to fret over fast-approaching rate hikes and a lackluster start to earnings season.</p><p><blockquote><html><head></head><body>由于投资者继续担心即将到来的加息和财报季开局不佳，美国股指期货在周二盘前交易中下跌。</body></html></blockquote></p><p><b>Market Snapshot</b></p><p><blockquote><b>市场快照</b></blockquote></p><p>At 07:55 a.m. ET, Dow e-minis were down 285 points, or 0.83%, S&amp;P 500 e-minis were down 67.5 points, or 1.53%, and Nasdaq 100 e-minis were down 314.5 points, or 2.17%.<img src=\"https://static.tigerbbs.com/0f9eb1fd2524488fd1d94af43be07c8b\" tg-width=\"1080\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>美国东部时间上午 07:55，道琼斯电子迷你指数下跌 285 点，跌幅 0.83%，标普500电子迷你指数下跌 67.5 点，跌幅 1.53%，纳斯达克 100 电子迷你指数下跌 314.5 点，跌幅 2.17%。</blockquote></p><p><b>Pre-Market Movers</b></p><p><blockquote><b>盘前推动者</b></blockquote></p><p><b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> – <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> rose 1.9% in the premarket after reporting quarterly earnings of $2.31 per share, 30 cents a share above estimates. Revenue also topped estimates, and 3M said its business improved during December as supply chain issues, omicron and other concerns abated.</p><p><blockquote><b><a href=\"https://laohu8.com/S/MMM\">3M</a></b>–<b><a href=\"https://laohu8.com/S/MMM\">3M</a></b>公布季度收益为每股 2.31 美元，比预期高出 30 美分，盘前上涨 1.9%。收入也超出了预期，3M 表示，随着供应链问题、奥密克戎和其他担忧的缓解，其业务在 12 月份有所改善。</blockquote></p><p><b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> – <b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> beat estimates by a penny a share, with quarterly earnings of $2.13 per share. The company gave an upbeat full-year forecast, however fourth-quarter revenue came in below analysts’ forecasts. Its shares fell 1.6% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>–<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>每股收益超出预期 1 美分，季度收益为每股 2.13 美元。该公司给出了乐观的全年预测，但第四季度营收低于分析师的预测。其股价在盘前交易中下跌 1.6%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/GE\">General Electric Co</a></b> – GE slid 2.8% in premarket action as fourth-quarter revenue fell below Street forecasts. Quarterly earnings came in at 92 cents a share, compared to a consensus estimate of 85 cents a share. The company also forecast improved cash flow for 2022.</p><p><blockquote><b><a href=\"https://laohu8.com/S/GE\">通用电气公司</a></b>– 由于第四季度收入低于华尔街预期，通用电气盘前下跌 2.8%。季度收益为每股92美分，而市场普遍预期为每股85美分。该公司还预测 2022 年现金流将有所改善。</blockquote></p><p><b><a href=\"https://laohu8.com/S/AXP\">American Express</a></b> – Record card spending helped American Express report better-than-expected profit and revenue for the fourth quarter. Earnings came in at $2.18 per share, well above the $1.87 a share consensus estimate.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AXP\">美国运通</a></b>– 创纪录的信用卡消费帮助美国运通报告了好于预期的第四季度利润和收入。每股收益为 2.18 美元，远高于每股 1.87 美元的普遍预期。</blockquote></p><p><b><a href=\"https://laohu8.com/S/PII\">Polaris</a></b>  – The recreational vehicle maker beat estimates by 13 cents a share, with quarterly profit of $2.16 per share. Revenue also topped consensus. Profit was lower than a year ago as Polaris dealt with higher costs for components and logistics.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PII\">北极星</a></b>– 这家休闲车制造商每股收益超出预期 13 美分，季度利润为每股 2.16 美元。收入也高于市场预期。由于北极星应对更高的零部件和物流成本，利润低于一年前。</blockquote></p><p><b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> – <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> beat estimates by 5 cents a share, with quarterly profit of $3.35 per share. Revenue also beat estimates on strength in IBM’s cloud computing business. IBM shares experienced some volatility in after-hours trading after the company declined to give an earnings forecast, but shares recovered to gain 1.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>–<b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>每股收益超出预期 5 美分，季度利润为每股 3.35 美元。IBM 云计算业务的实力也超出了预期。在 IBM 拒绝给出盈利预测后，该公司股价在盘后交易中经历了一些波动，但股价在盘前交易中反弹并上涨 1.5%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/ERIC\">LM Ericsson Telephone</a></b> – <b><a href=\"https://laohu8.com/S/ERIC\">LM Ericsson Telephone</a></b> reported better-than-expected quarterly earnings, with the Swedish telecom equipment maker benefiting from the accelerating rollout of 5G networks around the world. Shares surged 5.5% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ERIC\">LM爱立信电话</a></b>–<b><a href=\"https://laohu8.com/S/ERIC\">LM爱立信电话</a></b>这家瑞典电信设备制造商公布的季度收益好于预期，受益于全球 5G 网络的加速推出。盘前股价飙升 5.5%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/LOGI\">Logitech International SA</a></b> – <b><a href=\"https://laohu8.com/S/LOGI\">Logitech International SA</a></b> sales fell 2% for its latest quarter, with the maker of computer peripheral equipment facing tough comparisons to elevated pandemic-induced demand a year ago. Logitech raised its sales forecast for the current quarter, however, and its shares jumped 4.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/LOGI\">罗技国际有限公司</a></b>–<b><a href=\"https://laohu8.com/S/LOGI\">罗技国际有限公司</a></b>最近一个季度的销售额下降了 2%，这家计算机外围设备制造商面临着与一年前大流行引发的需求增加相比的严峻挑战。然而，罗技上调了本季度的销售预期，其股价在盘前交易中上涨了 4.5%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/PETS\">PetMed</a></b> – <b><a href=\"https://laohu8.com/S/PETS\">PetMed</a></b> fell 9 cents a share shy of consensus estimates, with quarterly profit of 21 cents per share. The pet products seller’s revenue also came in short of analysts’ forecasts. The stock dropped 2.7% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PETS\">宠物医学</a></b>–<b><a href=\"https://laohu8.com/S/PETS\">宠物医学</a></b>每股下跌 9 美分，低于市场普遍预期，季度利润为每股 21 美分。这家宠物用品销售商的收入也低于分析师的预测。该股盘前下跌2.7%。</blockquote></p><p><b><a href=\"https://laohu8.com/S/ZION\">Zions</a></b> – <b><a href=\"https://laohu8.com/S/ZION\">Zions</a></b> shares rose 1.1% in the premarket after beating top and bottom line estimates for its latest quarter. It’s the latest in a series of upbeat reports from regional banks.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ZION\">锡安</a></b>–<b><a href=\"https://laohu8.com/S/ZION\">锡安</a></b>股价在最新季度超出营收和利润预期后，盘前上涨 1.1%。这是地区银行一系列乐观报告中的最新一份。</blockquote></p><p><b><a href=\"https://laohu8.com/S/MDRX\">Allscripts Healthcare Solutions</a></b>  – <b><a href=\"https://laohu8.com/S/MDRX\">Allscripts Healthcare Solutions</a></b> issued preliminary quarterly earnings and revenue numbers that exceeded Wall Street forecasts. The provider of physician practice management technology also announced a new $250 million share repurchase program. The stock surged 8.6% in premarket action.</p><p><blockquote><b><a href=\"https://laohu8.com/S/MDRX\">Allscripts医疗保健解决方案</a></b>–<b><a href=\"https://laohu8.com/S/MDRX\">Allscripts医疗保健解决方案</a></b>发布的初步季度收益和收入数据超出了华尔街的预测。这家医生实践管理技术提供商还宣布了一项新的2.5亿美元股票回购计划。该股在盘前交易中飙升 8.6%。</blockquote></p><p><b>Market News</b></p><p><blockquote><b>市场新闻</b></blockquote></p><p><b>Nvidia</b> is quietly preparing to abandon its purchase of Arm from Softbank after making little to no progress in winning approval for the $40 billion chip deal, according to people familiar with the matter.</p><p><blockquote><b>英伟达</b>据知情人士透露，在获得 400 亿美元芯片交易批准方面进展甚微或毫无进展后，该公司正悄悄地准备放弃从软银收购 Arm。</blockquote></p><p>The U.S. health regulator revised on Monday the emergency use authorizations for COVID-19 antibody treatments from <b>Regeneron</b> and <b>Eli Lilly</b> to limit their use, as the drugs are unlikely to work against the Omicron coronavirus variant.</p><p><blockquote>美国卫生监管机构周一修改了 COVID-19 抗体治疗的紧急使用授权<b>再生元</b>和<b>礼来</b>限制它们的使用，因为这些药物不太可能对奥密克戎冠状病毒变种有效。</blockquote></p><p></p><p>Sweden&#39;s <b>Ericsson</b> on Tuesday reported fourth-quarter core earnings above market estimates, helped by higher sales of telecom gear as more countries roll out 5G networks offsetting a loss of market share in mainland China.</p><p><blockquote>瑞典的<b>爱立信</b>周二公布的第四季度核心收益高于市场预期，这得益于随着更多国家推出 5G 网络，电信设备销量增加，抵消了中国大陆市场份额的损失。</blockquote></p><p><b>Amazon</b> and<a href=\"https://www.business-standard.com/topic/netflix\" target=\"_blank\"> </a><b>Netflix</b> are amongst platforms partnering with Indian manufacturing home Clear Slate Filmz Pvt. to push out motion pictures and net collection price about four billion rupees ($54 million) because the battle for content material heats up in one of many world’s largest leisure markets.</p><p><blockquote><b>亚马逊</b>和<a href=\"https://www.business-standard.com/topic/netflix\" target=\"_blank\"> </a><b>网飞</b>随着全球最大休闲市场之一的内容素材争夺战愈演愈烈，这些平台与印度制作公司 Clear Slate Filmz Pvt. 合作，将电影和净收藏价格推高约 40 亿卢比（5400 万美元）。</blockquote></p><p>Germany expects to receive 3.8 million doses of <b>Novavax</b>&#39;s newly approved COVID-19 vaccine Nuvaxovid by March 20, the health ministry said on Tuesday, as the government looks to persuade unvaccinated Germans to get a shot.</p><p><blockquote>德国预计将收到380万剂<b>诺瓦瓦克斯</b>德国卫生部周二表示，新批准的 COVID-19 疫苗将于 3 月 20 日之前Nuvaxovid，政府希望说服未接种疫苗的德国人接种疫苗。</blockquote></p><p><b>Verizon</b> Communications Inc said on Tuesday it added more wireless subscribers that pay a monthly bill than expected during the fourth quarter as the telecom operator&#39;s rapid deployment of its 5G services roped in more customers.</p><p><blockquote><b>威瑞森</b>Communications Inc 周二表示，随着电信运营商 5G 服务的快速部署吸引了更多客户，第四季度每月支付账单的无线用户数量超出预期。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157302945","content_text":"U.S. stock futures dropped in pre-market trading Tuesday after a whipsaw previous session as investors continue to fret over fast-approaching rate hikes and a lackluster start to earnings season.Market SnapshotAt 07:55 a.m. ET, Dow e-minis were down 285 points, or 0.83%, S&P 500 e-minis were down 67.5 points, or 1.53%, and Nasdaq 100 e-minis were down 314.5 points, or 2.17%.Pre-Market Movers3M – 3M rose 1.9% in the premarket after reporting quarterly earnings of $2.31 per share, 30 cents a share above estimates. Revenue also topped estimates, and 3M said its business improved during December as supply chain issues, omicron and other concerns abated.Johnson & Johnson – Johnson & Johnson beat estimates by a penny a share, with quarterly earnings of $2.13 per share. The company gave an upbeat full-year forecast, however fourth-quarter revenue came in below analysts’ forecasts. Its shares fell 1.6% in premarket trading.General Electric Co – GE slid 2.8% in premarket action as fourth-quarter revenue fell below Street forecasts. Quarterly earnings came in at 92 cents a share, compared to a consensus estimate of 85 cents a share. The company also forecast improved cash flow for 2022.American Express – Record card spending helped American Express report better-than-expected profit and revenue for the fourth quarter. Earnings came in at $2.18 per share, well above the $1.87 a share consensus estimate.Polaris  – The recreational vehicle maker beat estimates by 13 cents a share, with quarterly profit of $2.16 per share. Revenue also topped consensus. Profit was lower than a year ago as Polaris dealt with higher costs for components and logistics.IBM – IBM beat estimates by 5 cents a share, with quarterly profit of $3.35 per share. Revenue also beat estimates on strength in IBM’s cloud computing business. IBM shares experienced some volatility in after-hours trading after the company declined to give an earnings forecast, but shares recovered to gain 1.5% in premarket trading.LM Ericsson Telephone – LM Ericsson Telephone reported better-than-expected quarterly earnings, with the Swedish telecom equipment maker benefiting from the accelerating rollout of 5G networks around the world. Shares surged 5.5% in the premarket.Logitech International SA – Logitech International SA sales fell 2% for its latest quarter, with the maker of computer peripheral equipment facing tough comparisons to elevated pandemic-induced demand a year ago. Logitech raised its sales forecast for the current quarter, however, and its shares jumped 4.5% in premarket trading.PetMed – PetMed fell 9 cents a share shy of consensus estimates, with quarterly profit of 21 cents per share. The pet products seller’s revenue also came in short of analysts’ forecasts. The stock dropped 2.7% in the premarket.Zions – Zions shares rose 1.1% in the premarket after beating top and bottom line estimates for its latest quarter. It’s the latest in a series of upbeat reports from regional banks.Allscripts Healthcare Solutions  – Allscripts Healthcare Solutions issued preliminary quarterly earnings and revenue numbers that exceeded Wall Street forecasts. The provider of physician practice management technology also announced a new $250 million share repurchase program. The stock surged 8.6% in premarket action.Market NewsNvidia is quietly preparing to abandon its purchase of Arm from Softbank after making little to no progress in winning approval for the $40 billion chip deal, according to people familiar with the matter.The U.S. health regulator revised on Monday the emergency use authorizations for COVID-19 antibody treatments from Regeneron and Eli Lilly to limit their use, as the drugs are unlikely to work against the Omicron coronavirus variant.Sweden's Ericsson on Tuesday reported fourth-quarter core earnings above market estimates, helped by higher sales of telecom gear as more countries roll out 5G networks offsetting a loss of market share in mainland China.Amazon and Netflix are amongst platforms partnering with Indian manufacturing home Clear Slate Filmz Pvt. to push out motion pictures and net collection price about four billion rupees ($54 million) because the battle for content material heats up in one of many world’s largest leisure markets.Germany expects to receive 3.8 million doses of Novavax's newly approved COVID-19 vaccine Nuvaxovid by March 20, the health ministry said on Tuesday, as the government looks to persuade unvaccinated Germans to get a shot.Verizon Communications Inc said on Tuesday it added more wireless subscribers that pay a monthly bill than expected during the fourth quarter as the telecom operator's rapid deployment of its 5G services roped in more customers.","news_type":1,"symbols_score_info":{"YMmain":0.9,"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630206221,"gmtCreate":1642862462029,"gmtModify":1642862462579,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630206221","repostId":"2205042784","repostType":4,"isVote":1,"tweetType":1,"viewCount":3948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630206687,"gmtCreate":1642862317529,"gmtModify":1642862318091,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630206687","repostId":"2205441860","repostType":4,"isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630831796,"gmtCreate":1642767338262,"gmtModify":1642767572338,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630831796","repostId":"1171199849","repostType":4,"repost":{"id":"1171199849","kind":"news","pubTimestamp":1642753679,"share":"https://www.laohunote.com/m/news/1171199849?lang=zh_CN&edition=full","pubTime":"2022-01-21 16:27","market":"us","language":"en","title":"Want $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade<blockquote>想要100万美元？立即购买并持有未来十年的 2 只巨型成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171199849","media":"Motley Fool","summary":"$250,000 invested in these high-growth companies could be worth $1 million in 10 years.","content":"<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>A long-term mindset and a diversified portfolio can help you build life-changing wealth.</li><li>Shopify’s portfolio of software and services simplifies commerce for small businesses.</li><li>Upstart’s AI models help banks lend money to more people without taking on additional risk.</li></ul>Legendary investor Peter Lynch once told investors: &#34;All you need for a lifetime of successful investing is a few big winners.&#34; He reasoned that the monster returns generated by a few investments would more than make up for any losses. And that makes sense. If you invest $10 in a stock, the worst outcome is a loss of $10. But there is no limit on the upside. That $10 could grow several-fold in value.</p><p><blockquote><ul><li>长远的心态和多元化的投资组合可以帮助您积累改变生活的财富。</li><li>Shopify 的软件和服务组合简化了小型企业的商务流程。</li><li>Upstart 的人工智能模型帮助银行向更多人放贷，而无需承担额外风险。</li></ul>传奇投资人彼得·林奇曾对投资人说：“一生成功投资所需要的只是几个大赢家。”他推断，几笔投资产生的巨额回报足以弥补任何损失。这很有道理。如果你投资10美元买一只股票，最坏的结果是损失10美元。但上行空间是无限的。这 10 美元的价值可能会增长数倍。</blockquote></p><p>Unfortunately, there is no single formula or valuation metric that will help you pick big winners with absolute certainty. That&#39;s why it&#39;s important to build a diversified portfolio. Put another way, investors should aim to own at least 25 high-quality stocks. Doing so minimizes your exposure to any single business or industry, which helps reduce downside risk.</p><p><blockquote>不幸的是，没有单一的公式或估值指标可以帮助您绝对确定地选择大赢家。这就是为什么建立多元化的投资组合很重要。换句话说，投资者的目标应该是拥有至少 25 只优质股票。这样做可以最大限度地减少你对任何单一业务或行业的接触，这有助于降低下行风险。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/308a08a13a8526eef208d44429525a7a\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p>With that in mind, <b>Shopify</b> and <b>Upstart Holdings</b> look like good building blocks for a market-beating portfolio. In fact, I think both stocks could grow fourfold over the next 10 years, a pace that would turn $250,000 into $1 million.</p><p><blockquote>考虑到这一点，<b>商店</b>和<b>新贵控股</b>看起来像是跑赢市场的投资组合的良好组成部分。事实上，我认为这两只股票在未来 10 年内都可能增长四倍，这一速度将使 25 万美元变成 100 万美元。</blockquote></p><p>Here&#39;s why.</p><p><blockquote>原因如下。</blockquote></p><p><b>1. Shopify</b></p><p><blockquote><b>1. 商店</b></blockquote></p><p>Shopify has become the retail operating system for over 1.7 million businesses. Its portfolio of software and services helps merchants manage sales across physical and digital storefronts, including websites, social platforms, and online marketplaces. Additionally, the Shopify App Store offers thousands of additional software solutions, such as tools for marketing and enterprise resource planning.</p><p><blockquote>Shopify已经成为超过170万家企业的零售操作系统。其软件和服务组合可帮助商家管理实体和数字店面的销售，包括网站、社交平台和在线市场。此外，Shopify应用商店还提供数千种其他软件解决方案，如营销和企业资源规划工具。</blockquote></p><p>Of particular note, the company&#39;s business model differentiates it from rivals like <b>Amazon</b>. Specifically, Shopify helps merchants grow their brands and build lasting relationships with customers -- the company doesn&#39;t pull sellers onto a common marketplace then compete against them by selling similar products at cheaper prices.</p><p><blockquote>特别值得注意的是，该公司的商业模式使其有别于竞争对手，例如<b>亚马逊</b>具体来说，Shopify 帮助商家发展品牌并与客户建立持久的关系——该公司不会将卖家拉到一个共同的市场，然后通过以更便宜的价格销售类似的产品来与他们竞争。</blockquote></p><p>Not surprisingly, Shopify&#39;s merchant-centric business model and broad product portfolio have it made quite popular with small- and medium-sized businesses, as evidenced by the company&#39;s impressive sales growth over the past 12 months.</p><p><blockquote>毫不奇怪，Shopify 以商家为中心的商业模式和广泛的产品组合使其在中小型企业中非常受欢迎，该公司过去 12 个月令人印象深刻的销售增长就证明了这一点。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6fc34234732afb814af64bed5b0a367\" tg-width=\"1149\" tg-height=\"161\" width=\"100%\" height=\"auto\"/><span>SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：YCHARTS。TTM=过去12个月。</span></p></blockquote></p><p>Impressively, Shopify has grown its bottom line even more quickly, as free cash flow surged 150% to $458 million over the past year. And the company is well-positioned to maintain that momentum, as its founder-led management team is executing on a robust growth strategy.</p><p><blockquote>令人印象深刻的是，Shopify 的利润增长得更快，自由现金流在过去一年激增了 150%，达到 4.58 亿美元。该公司处于有利地位，可以保持这种势头，因为其创始人领导的管理团队正在执行强劲的增长战略。</blockquote></p><p>For instance, the Shopify Fulfillment Network leans on artificial intelligence and collaborative robots to help merchants ship orders more quickly and cost-effectively. And the Shop mobile app aims to drive buyer engagement and boost repeat purchases by making relevant product recommendations. In fact, despite launching in April 2020, the Shop app surpassed 118 million registered users in the second quarter of 2021, and that number continued to rise in the third quarter.</p><p><blockquote>例如，Shopify履行网络依靠人工智能和协作机器人来帮助商家更快、更具成本效益地运送订单。商店移动应用程序旨在通过提出相关的产品推荐来推动买家参与度并促进重复购买。事实上，尽管于 2020 年 4 月推出，但 Shop 应用在 2021 年第二季度的注册用户超过了 1.18 亿，并且这一数字在第三季度继续上升。</blockquote></p><p>Shopify is currently the most popular e-commerce software platform on the market, powering 27% of all online storefronts. In short, the company has a strong competitive position, and management&#39;s ambitious vision should help Shopify capitalize on its $153 billion market opportunity. That&#39;s why I think this company could grow fourfold over the next 10 years, achieving a market cap of $550 billion.</p><p><blockquote>Shopify是目前市场上最受欢迎的电子商务软件平台，为27%的在线店面提供支持。简而言之，该公司拥有强大的竞争地位，管理层雄心勃勃的愿景应该可以帮助 Shopify 利用其 1530 亿美元的市场机会。这就是为什么我认为这家公司可以在未来 10 年内增长四倍，达到 5500 亿美元的市值。</blockquote></p><p><b>2. Upstart Holdings</b></p><p><blockquote><b>2. 新贵控股</b></blockquote></p><p>Upstart is a fintech company on a mission to modernize the consumer credit industry. Traditionally, banks have made lending decisions using relatively small data sets -- even the most sophisticated credit models incorporate just 30 variables. In turn, lenders frequently make the wrong decisions. That means some creditworthy borrowers are rejected, and those that are approved often pay too much in interest.</p><p><blockquote>Upstart 是一家金融科技公司，其使命是实现消费信贷行业现代化。传统上，银行使用相对较小的数据集做出贷款决策——即使是最复杂的信贷模型也只包含 30 个变量。反过来，贷款人经常做出错误的决定。这意味着一些信用良好的借款人被拒绝，而那些获得批准的借款人往往支付过多的利息。</blockquote></p><p>Upstart uses big data and artificial intelligence to make that system more efficient. Specifically, its platform captures over 1,600 data points per applicant and measures those variables against repayment events. Put another way, each time a borrower makes or misses a payment, Upstart&#39;s AI models get a little smarter, creating a flywheel effect: More data means better AI, and better AI means more lending partners (and more data).</p><p><blockquote>Upstart 使用大数据和人工智能来提高该系统的效率。具体来说，其平台捕获每个申请人超过 1,600 个数据点，并根据还款事件衡量这些变量。换句话说，每次借款人付款或未付款时，Upstart 的人工智能模型都会变得更加智能，从而产生飞轮效应：更多的数据意味着更好的人工智能，更好的人工智能意味着更多的贷款合作伙伴（以及更多的数据）。</blockquote></p><p></p><p>Despite being a relatively young company, the early results are promising. Internal studies have shown that Upstart&#39;s AI models can reduce loss rates by 75%, while keeping approval rates constant. Alternatively, Upstart can boost approval rates by 173% while keeping loss rates constant.</p><p><blockquote>尽管是一家相对年轻的公司，但早期业绩令人鼓舞。内部研究表明，Upstart 的人工智能模型可以将损失率降低 75%，同时保持批准率不变。或者，Upstart 可以将批准率提高 173%，同时保持损失率不变。</blockquote></p><p>Given those results, lenders like banks, credit unions, and auto dealerships are adopting Upstart&#39;s platform at a rapid pace, and that has fueled an impressive top-line performance over the past year.</p><p><blockquote>鉴于这些结果，银行、信用合作社和汽车经销商等贷方正在快速采用 Upstart 的平台，这推动了过去一年令人印象深刻的营收表现。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fc6ec87c6a0aa6498067565dacf08e\" tg-width=\"1150\" tg-height=\"162\" width=\"100%\" height=\"auto\"/><span>SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：YCHARTS。TTM=过去12个月。</span></p></blockquote></p><p>Of particular note, unlike many high-growth companies, Upstart is profitable on a GAAP basis, as net income reached $77.5 million over the past 12 months. Even so, this fintech has hardly scratched the surface of its potential. In fact, Upstart powered $8.9 billion in loans in the last year, less than 2% of its $753 billion market opportunity, a figure that comprises both personal loan originations and auto loan originations in the U.S.</p><p><blockquote>特别值得注意的是，与许多高增长公司不同，Upstart 按 GAAP 计算是盈利的，过去 12 个月的净利润达到 7750 万美元。即便如此，这家金融科技公司几乎没有触及其潜力的表面。事实上，Upstart 去年提供了 89 亿美元的贷款，不到其 7,530 亿美元市场机会的 2%，这一数字包括美国的个人贷款发放和汽车贷款发放。</blockquote></p><p>However, Upstart&#39;s market opportunity will likely continue to grow over the coming decade, as management has expressed interest in the $4.5 trillion mortgage origination industry. To that end, I wouldn&#39;t be surprised to see Upstart&#39;s market cap climb from $9 billion today to $36 billion in 10 years&#39; time. That&#39;s why this growth stock looks like a smart long-term investment.</p><p><blockquote>然而，Upstart 的市场机会可能会在未来十年继续增长，因为管理层已表示对 4.5 万亿美元的抵押贷款发放行业感兴趣。为此，如果看到 Upstart 的市值从今天的 90 亿美元攀升至 10 年后的 360 亿美元，我不会感到惊讶。这就是为什么这只成长型股票看起来是一项明智的长期投资。</blockquote></p><p></body></html></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>Want $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade<blockquote>想要100万美元？立即购买并持有未来十年的 2 只巨型成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade<blockquote>想要100万美元？立即购买并持有未来十年的 2 只巨型成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-21 16:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>A long-term mindset and a diversified portfolio can help you build life-changing wealth.</li><li>Shopify’s portfolio of software and services simplifies commerce for small businesses.</li><li>Upstart’s AI models help banks lend money to more people without taking on additional risk.</li></ul>Legendary investor Peter Lynch once told investors: &#34;All you need for a lifetime of successful investing is a few big winners.&#34; He reasoned that the monster returns generated by a few investments would more than make up for any losses. And that makes sense. If you invest $10 in a stock, the worst outcome is a loss of $10. But there is no limit on the upside. That $10 could grow several-fold in value.</p><p><blockquote><ul><li>长远的心态和多元化的投资组合可以帮助您积累改变生活的财富。</li><li>Shopify 的软件和服务组合简化了小型企业的商务流程。</li><li>Upstart 的人工智能模型帮助银行向更多人放贷，而无需承担额外风险。</li></ul>传奇投资人彼得·林奇曾对投资人说：“一生成功投资所需要的只是几个大赢家。”他推断，几笔投资产生的巨额回报足以弥补任何损失。这很有道理。如果你投资10美元买一只股票，最坏的结果是损失10美元。但上行空间是无限的。这 10 美元的价值可能会增长数倍。</blockquote></p><p>Unfortunately, there is no single formula or valuation metric that will help you pick big winners with absolute certainty. That&#39;s why it&#39;s important to build a diversified portfolio. Put another way, investors should aim to own at least 25 high-quality stocks. Doing so minimizes your exposure to any single business or industry, which helps reduce downside risk.</p><p><blockquote>不幸的是，没有单一的公式或估值指标可以帮助您绝对确定地选择大赢家。这就是为什么建立多元化的投资组合很重要。换句话说，投资者的目标应该是拥有至少 25 只优质股票。这样做可以最大限度地减少你对任何单一业务或行业的接触，这有助于降低下行风险。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/308a08a13a8526eef208d44429525a7a\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p>With that in mind, <b>Shopify</b> and <b>Upstart Holdings</b> look like good building blocks for a market-beating portfolio. In fact, I think both stocks could grow fourfold over the next 10 years, a pace that would turn $250,000 into $1 million.</p><p><blockquote>考虑到这一点，<b>商店</b>和<b>新贵控股</b>看起来像是跑赢市场的投资组合的良好组成部分。事实上，我认为这两只股票在未来 10 年内都可能增长四倍，这一速度将使 25 万美元变成 100 万美元。</blockquote></p><p>Here&#39;s why.</p><p><blockquote>原因如下。</blockquote></p><p><b>1. Shopify</b></p><p><blockquote><b>1. 商店</b></blockquote></p><p>Shopify has become the retail operating system for over 1.7 million businesses. Its portfolio of software and services helps merchants manage sales across physical and digital storefronts, including websites, social platforms, and online marketplaces. Additionally, the Shopify App Store offers thousands of additional software solutions, such as tools for marketing and enterprise resource planning.</p><p><blockquote>Shopify已经成为超过170万家企业的零售操作系统。其软件和服务组合可帮助商家管理实体和数字店面的销售，包括网站、社交平台和在线市场。此外，Shopify应用商店还提供数千种其他软件解决方案，如营销和企业资源规划工具。</blockquote></p><p>Of particular note, the company&#39;s business model differentiates it from rivals like <b>Amazon</b>. Specifically, Shopify helps merchants grow their brands and build lasting relationships with customers -- the company doesn&#39;t pull sellers onto a common marketplace then compete against them by selling similar products at cheaper prices.</p><p><blockquote>特别值得注意的是，该公司的商业模式使其有别于竞争对手，例如<b>亚马逊</b>具体来说，Shopify 帮助商家发展品牌并与客户建立持久的关系——该公司不会将卖家拉到一个共同的市场，然后通过以更便宜的价格销售类似的产品来与他们竞争。</blockquote></p><p>Not surprisingly, Shopify&#39;s merchant-centric business model and broad product portfolio have it made quite popular with small- and medium-sized businesses, as evidenced by the company&#39;s impressive sales growth over the past 12 months.</p><p><blockquote>毫不奇怪，Shopify 以商家为中心的商业模式和广泛的产品组合使其在中小型企业中非常受欢迎，该公司过去 12 个月令人印象深刻的销售增长就证明了这一点。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6fc34234732afb814af64bed5b0a367\" tg-width=\"1149\" tg-height=\"161\" width=\"100%\" height=\"auto\"/><span>SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：YCHARTS。TTM=过去12个月。</span></p></blockquote></p><p>Impressively, Shopify has grown its bottom line even more quickly, as free cash flow surged 150% to $458 million over the past year. And the company is well-positioned to maintain that momentum, as its founder-led management team is executing on a robust growth strategy.</p><p><blockquote>令人印象深刻的是，Shopify 的利润增长得更快，自由现金流在过去一年激增了 150%，达到 4.58 亿美元。该公司处于有利地位，可以保持这种势头，因为其创始人领导的管理团队正在执行强劲的增长战略。</blockquote></p><p>For instance, the Shopify Fulfillment Network leans on artificial intelligence and collaborative robots to help merchants ship orders more quickly and cost-effectively. And the Shop mobile app aims to drive buyer engagement and boost repeat purchases by making relevant product recommendations. In fact, despite launching in April 2020, the Shop app surpassed 118 million registered users in the second quarter of 2021, and that number continued to rise in the third quarter.</p><p><blockquote>例如，Shopify履行网络依靠人工智能和协作机器人来帮助商家更快、更具成本效益地运送订单。商店移动应用程序旨在通过提出相关的产品推荐来推动买家参与度并促进重复购买。事实上，尽管于 2020 年 4 月推出，但 Shop 应用在 2021 年第二季度的注册用户超过了 1.18 亿，并且这一数字在第三季度继续上升。</blockquote></p><p>Shopify is currently the most popular e-commerce software platform on the market, powering 27% of all online storefronts. In short, the company has a strong competitive position, and management&#39;s ambitious vision should help Shopify capitalize on its $153 billion market opportunity. That&#39;s why I think this company could grow fourfold over the next 10 years, achieving a market cap of $550 billion.</p><p><blockquote>Shopify是目前市场上最受欢迎的电子商务软件平台，为27%的在线店面提供支持。简而言之，该公司拥有强大的竞争地位，管理层雄心勃勃的愿景应该可以帮助 Shopify 利用其 1530 亿美元的市场机会。这就是为什么我认为这家公司可以在未来 10 年内增长四倍，达到 5500 亿美元的市值。</blockquote></p><p><b>2. Upstart Holdings</b></p><p><blockquote><b>2. 新贵控股</b></blockquote></p><p>Upstart is a fintech company on a mission to modernize the consumer credit industry. Traditionally, banks have made lending decisions using relatively small data sets -- even the most sophisticated credit models incorporate just 30 variables. In turn, lenders frequently make the wrong decisions. That means some creditworthy borrowers are rejected, and those that are approved often pay too much in interest.</p><p><blockquote>Upstart 是一家金融科技公司，其使命是实现消费信贷行业现代化。传统上，银行使用相对较小的数据集做出贷款决策——即使是最复杂的信贷模型也只包含 30 个变量。反过来，贷款人经常做出错误的决定。这意味着一些信用良好的借款人被拒绝，而那些获得批准的借款人往往支付过多的利息。</blockquote></p><p>Upstart uses big data and artificial intelligence to make that system more efficient. Specifically, its platform captures over 1,600 data points per applicant and measures those variables against repayment events. Put another way, each time a borrower makes or misses a payment, Upstart&#39;s AI models get a little smarter, creating a flywheel effect: More data means better AI, and better AI means more lending partners (and more data).</p><p><blockquote>Upstart 使用大数据和人工智能来提高该系统的效率。具体来说，其平台捕获每个申请人超过 1,600 个数据点，并根据还款事件衡量这些变量。换句话说，每次借款人付款或未付款时，Upstart 的人工智能模型都会变得更加智能，从而产生飞轮效应：更多的数据意味着更好的人工智能，更好的人工智能意味着更多的贷款合作伙伴（以及更多的数据）。</blockquote></p><p></p><p>Despite being a relatively young company, the early results are promising. Internal studies have shown that Upstart&#39;s AI models can reduce loss rates by 75%, while keeping approval rates constant. Alternatively, Upstart can boost approval rates by 173% while keeping loss rates constant.</p><p><blockquote>尽管是一家相对年轻的公司，但早期业绩令人鼓舞。内部研究表明，Upstart 的人工智能模型可以将损失率降低 75%，同时保持批准率不变。或者，Upstart 可以将批准率提高 173%，同时保持损失率不变。</blockquote></p><p>Given those results, lenders like banks, credit unions, and auto dealerships are adopting Upstart&#39;s platform at a rapid pace, and that has fueled an impressive top-line performance over the past year.</p><p><blockquote>鉴于这些结果，银行、信用合作社和汽车经销商等贷方正在快速采用 Upstart 的平台，这推动了过去一年令人印象深刻的营收表现。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fc6ec87c6a0aa6498067565dacf08e\" tg-width=\"1150\" tg-height=\"162\" width=\"100%\" height=\"auto\"/><span>SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：YCHARTS。TTM=过去12个月。</span></p></blockquote></p><p>Of particular note, unlike many high-growth companies, Upstart is profitable on a GAAP basis, as net income reached $77.5 million over the past 12 months. Even so, this fintech has hardly scratched the surface of its potential. In fact, Upstart powered $8.9 billion in loans in the last year, less than 2% of its $753 billion market opportunity, a figure that comprises both personal loan originations and auto loan originations in the U.S.</p><p><blockquote>特别值得注意的是，与许多高增长公司不同，Upstart 按 GAAP 计算是盈利的，过去 12 个月的净利润达到 7750 万美元。即便如此，这家金融科技公司几乎没有触及其潜力的表面。事实上，Upstart 去年提供了 89 亿美元的贷款，不到其 7,530 亿美元市场机会的 2%，这一数字包括美国的个人贷款发放和汽车贷款发放。</blockquote></p><p>However, Upstart&#39;s market opportunity will likely continue to grow over the coming decade, as management has expressed interest in the $4.5 trillion mortgage origination industry. To that end, I wouldn&#39;t be surprised to see Upstart&#39;s market cap climb from $9 billion today to $36 billion in 10 years&#39; time. That&#39;s why this growth stock looks like a smart long-term investment.</p><p><blockquote>然而，Upstart 的市场机会可能会在未来十年继续增长，因为管理层已表示对 4.5 万亿美元的抵押贷款发放行业感兴趣。为此，如果看到 Upstart 的市值从今天的 90 亿美元攀升至 10 年后的 360 亿美元，我不会感到惊讶。这就是为什么这只成长型股票看起来是一项明智的长期投资。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/20/want-1-million-2-monster-growth-stocks-to-buy-now/\">Motley Fool</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":{"UPST":"Upstart Holdings, Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/01/20/want-1-million-2-monster-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171199849","content_text":"Key PointsA long-term mindset and a diversified portfolio can help you build life-changing wealth.Shopify’s portfolio of software and services simplifies commerce for small businesses.Upstart’s AI models help banks lend money to more people without taking on additional risk.Legendary investor Peter Lynch once told investors: \"All you need for a lifetime of successful investing is a few big winners.\" He reasoned that the monster returns generated by a few investments would more than make up for any losses. And that makes sense. If you invest $10 in a stock, the worst outcome is a loss of $10. But there is no limit on the upside. That $10 could grow several-fold in value.Unfortunately, there is no single formula or valuation metric that will help you pick big winners with absolute certainty. That's why it's important to build a diversified portfolio. Put another way, investors should aim to own at least 25 high-quality stocks. Doing so minimizes your exposure to any single business or industry, which helps reduce downside risk.IMAGE SOURCE: GETTY IMAGES.With that in mind, Shopify and Upstart Holdings look like good building blocks for a market-beating portfolio. In fact, I think both stocks could grow fourfold over the next 10 years, a pace that would turn $250,000 into $1 million.Here's why.1. ShopifyShopify has become the retail operating system for over 1.7 million businesses. Its portfolio of software and services helps merchants manage sales across physical and digital storefronts, including websites, social platforms, and online marketplaces. Additionally, the Shopify App Store offers thousands of additional software solutions, such as tools for marketing and enterprise resource planning.Of particular note, the company's business model differentiates it from rivals like Amazon. Specifically, Shopify helps merchants grow their brands and build lasting relationships with customers -- the company doesn't pull sellers onto a common marketplace then compete against them by selling similar products at cheaper prices.Not surprisingly, Shopify's merchant-centric business model and broad product portfolio have it made quite popular with small- and medium-sized businesses, as evidenced by the company's impressive sales growth over the past 12 months.SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.Impressively, Shopify has grown its bottom line even more quickly, as free cash flow surged 150% to $458 million over the past year. And the company is well-positioned to maintain that momentum, as its founder-led management team is executing on a robust growth strategy.For instance, the Shopify Fulfillment Network leans on artificial intelligence and collaborative robots to help merchants ship orders more quickly and cost-effectively. And the Shop mobile app aims to drive buyer engagement and boost repeat purchases by making relevant product recommendations. In fact, despite launching in April 2020, the Shop app surpassed 118 million registered users in the second quarter of 2021, and that number continued to rise in the third quarter.Shopify is currently the most popular e-commerce software platform on the market, powering 27% of all online storefronts. In short, the company has a strong competitive position, and management's ambitious vision should help Shopify capitalize on its $153 billion market opportunity. That's why I think this company could grow fourfold over the next 10 years, achieving a market cap of $550 billion.2. Upstart HoldingsUpstart is a fintech company on a mission to modernize the consumer credit industry. Traditionally, banks have made lending decisions using relatively small data sets -- even the most sophisticated credit models incorporate just 30 variables. In turn, lenders frequently make the wrong decisions. That means some creditworthy borrowers are rejected, and those that are approved often pay too much in interest.Upstart uses big data and artificial intelligence to make that system more efficient. Specifically, its platform captures over 1,600 data points per applicant and measures those variables against repayment events. Put another way, each time a borrower makes or misses a payment, Upstart's AI models get a little smarter, creating a flywheel effect: More data means better AI, and better AI means more lending partners (and more data).Despite being a relatively young company, the early results are promising. Internal studies have shown that Upstart's AI models can reduce loss rates by 75%, while keeping approval rates constant. Alternatively, Upstart can boost approval rates by 173% while keeping loss rates constant.Given those results, lenders like banks, credit unions, and auto dealerships are adopting Upstart's platform at a rapid pace, and that has fueled an impressive top-line performance over the past year.SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.Of particular note, unlike many high-growth companies, Upstart is profitable on a GAAP basis, as net income reached $77.5 million over the past 12 months. Even so, this fintech has hardly scratched the surface of its potential. In fact, Upstart powered $8.9 billion in loans in the last year, less than 2% of its $753 billion market opportunity, a figure that comprises both personal loan originations and auto loan originations in the U.S.However, Upstart's market opportunity will likely continue to grow over the coming decade, as management has expressed interest in the $4.5 trillion mortgage origination industry. To that end, I wouldn't be surprised to see Upstart's market cap climb from $9 billion today to $36 billion in 10 years' time. That's why this growth stock looks like a smart long-term investment.","news_type":1,"symbols_score_info":{"SHOP":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":3629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697757538,"gmtCreate":1642604146739,"gmtModify":1642604151613,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697757538","repostId":"1156767743","repostType":4,"repost":{"id":"1156767743","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":1642603643,"share":"https://www.laohunote.com/m/news/1156767743?lang=zh_CN&edition=full","pubTime":"2022-01-19 22:47","market":"us","language":"en","title":"Gold and Silver Stocks Jumped in Early Trading<blockquote>黄金和白银股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156767743","media":"Tiger Newspress","summary":"Gold and silver stocks jumped in early trading.","content":"<p><html><head></head><body>Gold and silver stocks jumped in early trading.</p><p><blockquote><html><head></head><body>黄金和白银股票在早盘交易中上涨。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/326f55854560edb4644d2f6a372c0257\" tg-width=\"416\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/06c81a19549360bbf7d57b21adfdaeb1\" tg-width=\"408\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></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>Gold and Silver Stocks Jumped in Early Trading<blockquote>黄金和白银股票早盘上涨</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; 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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\">\nGold and Silver Stocks Jumped in Early Trading<blockquote>黄金和白银股票早盘上涨</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\">2022-01-19 22:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Gold and silver stocks jumped in early trading.</p><p><blockquote><html><head></head><body>黄金和白银股票在早盘交易中上涨。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/326f55854560edb4644d2f6a372c0257\" tg-width=\"416\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/06c81a19549360bbf7d57b21adfdaeb1\" tg-width=\"408\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AG":"First Majestic Silver Corporation","HMY":"哈莫尼黄金","GFI":"金田","CDE":"科尔黛伦矿业","EXK":"Endeavour Silver","HL":"赫克拉矿业","KGC":"金罗斯黄金","PAAS":"泛美白银","AU":"AngloGold Ashanti Ltd ADS","NEM":"纽曼矿业","EGO":"埃氏金业","GOLD":"Gold.com","AEM":"伊格尔矿业","FSM":"Fortuna Silver Mines Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156767743","content_text":"Gold and silver stocks jumped in early trading.","news_type":1,"symbols_score_info":{"NEM":0.9,"AG":0.9,"HL":0.9,"MAG":0.9,"FSM":0.9,"CDE":0.9,"KGC":0.9,"PAAS":0.9,"AEM":0.9,"AU":0.9,"GFI":0.9,"EGO":0.9,"HMY":0.9,"GOLD":0.9,"EXK":0.9}},"isVote":1,"tweetType":1,"viewCount":3587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697130265,"gmtCreate":1642341611296,"gmtModify":1642341611829,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/697130265","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":3451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697390622,"gmtCreate":1642258023441,"gmtModify":1642258023925,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697390622","repostId":"1167122618","repostType":4,"repost":{"id":"1167122618","kind":"news","pubTimestamp":1642212214,"share":"https://www.laohunote.com/m/news/1167122618?lang=zh_CN&edition=full","pubTime":"2022-01-15 10:03","market":"us","language":"en","title":"Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012<blockquote>摩根士丹利晋升自 2012 年以来最大规模的董事总经理</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167122618","media":"Seeking Alpha","summary":"While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 19","content":"<p><html><head></head><body><ul><li>While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 199 employees as new managing directors, a person with knowledge on the matter told Bloomberg.</li><li>This is up from 171 last year and 130 in 2020, Bloomberg reports. The U.S. region counts for 64% of the promotions, with 23% in Europe, the Middle East and Africa, and 14% in Asia.</li><li>A third of the new managing directors are women, the person told Bloomberg. This means 23% of the bank&#39;s managing directors are female, a new record, Bloomberg notes.</li><li>Recall Goldman Sachs(NYSE:GS)recently said it plans to boost hiring in Latin America after a record year.</li><li>Previously, (Jan. 4, 2021) Morgan Stanley inked a lease for BlackRock&#39;sheadquarters in New York City.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>一位知情人士告诉彭博社，随着华尔街招聘和留住员工的努力加快，摩根士丹利（纽约证券交易所股票代码：MS）任命了 199 名员工为新董事总经理。</li><li>据彭博社报道，这一数字高于去年的171个和2020年的130个。美国地区占促销活动的64%，欧洲、中东和非洲占23%，亚洲占14%。</li><li>该人士告诉彭博社，三分之一的新董事总经理是女性。彭博社指出，这意味着该银行 23% 的董事总经理是女性，创下了新纪录。</li><li>回顾高盛（纽约证券交易所股票代码：GS）最近表示，在经历了创纪录的一年后，计划增加在拉丁美洲的招聘。</li><li>此前，（2021年1月4日）摩根士丹利签署了贝莱德纽约市总部的租约。</li></ul></body></html></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>Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012<blockquote>摩根士丹利晋升自 2012 年以来最大规模的董事总经理</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\">\nMorgan Stanley Promotes Biggest Class of Managing Directors Since 2012<blockquote>摩根士丹利晋升自 2012 年以来最大规模的董事总经理</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-15 10:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 199 employees as new managing directors, a person with knowledge on the matter told Bloomberg.</li><li>This is up from 171 last year and 130 in 2020, Bloomberg reports. The U.S. region counts for 64% of the promotions, with 23% in Europe, the Middle East and Africa, and 14% in Asia.</li><li>A third of the new managing directors are women, the person told Bloomberg. This means 23% of the bank&#39;s managing directors are female, a new record, Bloomberg notes.</li><li>Recall Goldman Sachs(NYSE:GS)recently said it plans to boost hiring in Latin America after a record year.</li><li>Previously, (Jan. 4, 2021) Morgan Stanley inked a lease for BlackRock&#39;sheadquarters in New York City.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>一位知情人士告诉彭博社，随着华尔街招聘和留住员工的努力加快，摩根士丹利（纽约证券交易所股票代码：MS）任命了 199 名员工为新董事总经理。</li><li>据彭博社报道，这一数字高于去年的171个和2020年的130个。美国地区占促销活动的64%，欧洲、中东和非洲占23%，亚洲占14%。</li><li>该人士告诉彭博社，三分之一的新董事总经理是女性。彭博社指出，这意味着该银行 23% 的董事总经理是女性，创下了新纪录。</li><li>回顾高盛（纽约证券交易所股票代码：GS）最近表示，在经历了创纪录的一年后，计划增加在拉丁美洲的招聘。</li><li>此前，（2021年1月4日）摩根士丹利签署了贝莱德纽约市总部的租约。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3788415-morgan-stanley-promotes-most-staff-to-managing-directors-since-2012-bloomberg\">Seeking Alpha</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":{"MS":"摩根士丹利"},"source_url":"https://seekingalpha.com/news/3788415-morgan-stanley-promotes-most-staff-to-managing-directors-since-2012-bloomberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167122618","content_text":"While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 199 employees as new managing directors, a person with knowledge on the matter told Bloomberg.This is up from 171 last year and 130 in 2020, Bloomberg reports. The U.S. region counts for 64% of the promotions, with 23% in Europe, the Middle East and Africa, and 14% in Asia.A third of the new managing directors are women, the person told Bloomberg. This means 23% of the bank's managing directors are female, a new record, Bloomberg notes.Recall Goldman Sachs(NYSE:GS)recently said it plans to boost hiring in Latin America after a record year.Previously, (Jan. 4, 2021) Morgan Stanley inked a lease for BlackRock'sheadquarters in New York City.","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":4106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694467622,"gmtCreate":1642083338064,"gmtModify":1642083338604,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694467622","repostId":"2203976407","repostType":4,"repost":{"id":"2203976407","kind":"highlight","pubTimestamp":1642082123,"share":"https://www.laohunote.com/m/news/2203976407?lang=zh_CN&edition=full","pubTime":"2022-01-13 21:55","market":"us","language":"en","title":"Biogen says yet to speak with CMS about coverage of Alzheimer's drug<blockquote>百健表示尚未与 CMS 讨论阿尔茨海默氏症药物的覆盖范围</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2203976407","media":"Reuters","summary":"(Reuters) - Biogen Inc has not discussed with the Centers for Medicaid and Medicare Services about i","content":"<p><html><head></head><body>(Reuters) - Biogen Inc has not discussed with the Centers for Medicaid and Medicare Services about its decision on the coverage of the drugmaker&#39;s Alzheimer&#39;s drug, the company&#39;s chief executive officer said in a call with the analyst.</p><p><blockquote><html><head></head><body>（路透社）-百健公司首席执行官在与分析师的看涨期权上表示，该公司尚未与医疗补助和医疗保险服务中心讨论其关于该制药商阿尔茨海默氏症药物承保范围的决定。</body></html></blockquote></p><p>In a draft decision on Tuesday, CMS, which runs the government health plan for people over age 65, said it would cover Aduhelm, and similar treatments, only for patients enrolled in approved clinical trials.</p><p><blockquote>在周二的一份决定草案中，为 65 岁以上人群运营政府健康计划的 CMS 表示，它将仅为参加批准临床试验的患者承保 Aduhelm 和类似治疗。</blockquote></p><p>&#34;We want to be constructive with CMS. We want just to have a dialogue,&#34; Biogen CEO Michel Vounatsos said.</p><p><blockquote>“我们希望与 CMS 保持建设性。我们只是想进行对话，”百健首席执行官 Michel Vounatsos 说道。</blockquote></p><p></body></html></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>Biogen says yet to speak with CMS about coverage of Alzheimer's drug<blockquote>百健表示尚未与 CMS 讨论阿尔茨海默氏症药物的覆盖范围</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\">\nBiogen says yet to speak with CMS about coverage of Alzheimer's drug<blockquote>百健表示尚未与 CMS 讨论阿尔茨海默氏症药物的覆盖范围</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2022-01-13 21:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>(Reuters) - Biogen Inc has not discussed with the Centers for Medicaid and Medicare Services about its decision on the coverage of the drugmaker&#39;s Alzheimer&#39;s drug, the company&#39;s chief executive officer said in a call with the analyst.</p><p><blockquote><html><head></head><body>（路透社）-百健公司首席执行官在与分析师的看涨期权上表示，该公司尚未与医疗补助和医疗保险服务中心讨论其关于该制药商阿尔茨海默氏症药物承保范围的决定。</body></html></blockquote></p><p>In a draft decision on Tuesday, CMS, which runs the government health plan for people over age 65, said it would cover Aduhelm, and similar treatments, only for patients enrolled in approved clinical trials.</p><p><blockquote>在周二的一份决定草案中，为 65 岁以上人群运营政府健康计划的 CMS 表示，它将仅为参加批准临床试验的患者承保 Aduhelm 和类似治疗。</blockquote></p><p>&#34;We want to be constructive with CMS. We want just to have a dialogue,&#34; Biogen CEO Michel Vounatsos said.</p><p><blockquote>“我们希望与 CMS 保持建设性。我们只是想进行对话，”百健首席执行官 Michel Vounatsos 说道。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1\">Reuters</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":{"CMS":"CMS能源","BK4533":"AQR资本管理(全球第二大对冲基金)","BIIB":"渤健公司","BK4139":"生物科技","BK4208":"复合型公用事业","BK4532":"文艺复兴科技持仓"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203976407","content_text":"(Reuters) - Biogen Inc has not discussed with the Centers for Medicaid and Medicare Services about its decision on the coverage of the drugmaker's Alzheimer's drug, the company's chief executive officer said in a call with the analyst.In a draft decision on Tuesday, CMS, which runs the government health plan for people over age 65, said it would cover Aduhelm, and similar treatments, only for patients enrolled in approved clinical trials.\"We want to be constructive with CMS. We want just to have a dialogue,\" Biogen CEO Michel Vounatsos said.","news_type":1,"symbols_score_info":{"CMS":1,"BIIB":1}},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694467017,"gmtCreate":1642083055714,"gmtModify":1642083056188,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694467017","repostId":"1138592368","repostType":4,"repost":{"id":"1138592368","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":1641997842,"share":"https://www.laohunote.com/m/news/1138592368?lang=zh_CN&edition=full","pubTime":"2022-01-12 22:30","market":"us","language":"en","title":"Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138592368","media":"Tiger Newspress","summary":"Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high","content":"<p><html><head></head><body>Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.</p><p><blockquote><html><head></head><body>周三股市上涨，投资者关注一份新的通胀报告，该报告显示，在复苏的经济中，物价涨幅再创数十年来新高。尽管如此，就在一天前，美联储主席杰罗姆·鲍威尔发表讲话，重申央行将根据需要进行干预，以控制物价上涨。</body></html></blockquote></p><p>The Bureau of Labor Statistics&#39; December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November&#39;s already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.</p><p><blockquote>美国劳工统计局12月消费者价格指数（CPI）显示，2021年底物价同比上涨7.0%，创下1982年以来最快涨幅。这与基于彭博社数据的普遍预期相符，并且比 11 月份已经高出的 6.8% 的增幅有所加快。按月计算，消费者价格上涨0.5%，略高于预期的0.4%，标志着价格连续第18个月上涨。</blockquote></p><p>Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.</p><p><blockquote>剔除食品和能源价格，所谓的消费者价格核心指标 12 月份比去年上涨了 5.5%，创下 1991 年以来的最快增速。</blockquote></p><p>Wednesday&#39;s market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell&#39;s renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.</p><p><blockquote>周三的市场走势是在周二反弹之后出现的，美联储主席杰罗姆·鲍威尔保证央行将在必要时介入以缓解物价上涨，这至少暂时缓解了市场的压力。在参议院银行委员会举行的鲍威尔连任听证会上，这位央行领导人重申，美联储将使用其政策工具来降低通胀。</blockquote></p><p>“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.</p><p><blockquote>“鲍威尔在听证会上说：”如果我们看到通胀持续在高水平，比预期的要长，如果我们不得不随着时间的推移进一步加息，那么我们就会加息。</blockquote></p><p>The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.</p><p><blockquote>央行此前曾表示，计划今年三次加息，将基准利率从目前接近于零的水平上调。然而，一些顶级华尔街公司预测，鉴于当前的通胀背景，美联储将加息四次。</blockquote></p><p>But though Powell doubled down on the Fed&#39;s goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed&#39;s plan to begin shrinking its nearly $9 trillion balance sheet. The Fed&#39;s December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed&#39;s balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.</p><p><blockquote>尽管鲍威尔加倍实现了美联储抑制通胀的目标，并将加息作为实现这一目标的工具，但他几乎没有透露美联储开始缩减近9万亿美元资产负债表的计划。美联储上周公布的 12 月会议纪要显示，央行官员开始讨论缩减美联储的资产负债表，此前他们购买了近两年的资产，以帮助在疫情期间支撑市场。鲍威尔在听证会上重申，他预计资产负债表决算程序将于今年开始。</blockquote></p><p>&#34;I think the biggest comment on most investors&#39; minds that we talk to around the world would be a &#39;policy mistake&#39; that the Fed might be too aggressive,&#34; Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.&#34;Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that&#39;s what&#39;s calming investors.&#34;</p><p><blockquote>蒙特利尔银行资本市场首席投资策略师布莱恩·贝尔斯基 (Brian Belski) 周二对雅虎财经直播表示：“我认为，我们在世界各地与大多数投资者交谈时，对他们心目中最大的评论将是美联储可能过于激进的‘政策错误’。”鲍威尔今天基本上出来了，说这将是一个过程……至于这需要多长时间，我认为这就是让投资者平静下来的原因。”</blockquote></p><p>Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday&#39;s session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.</p><p><blockquote>尽管借贷成本上升和金融状况收紧的前景引发了美国股市和科技股的波动，尤其是在最近几个交易日，但周二的交易日出现了逆转，以科技股为主的纳斯达克综合指数大幅跑赢大盘。</blockquote></p><p>&#34;The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it&#39;s simply one of valuation,&#34; Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.&#34;And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don&#39;t completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.&#34;</p><p><blockquote>ProShares 全球投资策略师西蒙·海曼 (Simeon Hyman) 周二对雅虎财经直播表示：“我认为，科技股的问题与其说是因为增长还很遥远，不如说是估值问题。”事实上，那些顶级重量级、市值最大的科技股在去年年底和 2022 年初可能有点贵。但不要完全排除良好的增长故事，因为这是对抗通货膨胀的最大防御。这是盈利和股息的增长。”</blockquote></p><p></body></html></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>Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</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\">\nStocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</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\">2022-01-12 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.</p><p><blockquote><html><head></head><body>周三股市上涨，投资者关注一份新的通胀报告，该报告显示，在复苏的经济中，物价涨幅再创数十年来新高。尽管如此，就在一天前，美联储主席杰罗姆·鲍威尔发表讲话，重申央行将根据需要进行干预，以控制物价上涨。</body></html></blockquote></p><p>The Bureau of Labor Statistics&#39; December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November&#39;s already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.</p><p><blockquote>美国劳工统计局12月消费者价格指数（CPI）显示，2021年底物价同比上涨7.0%，创下1982年以来最快涨幅。这与基于彭博社数据的普遍预期相符，并且比 11 月份已经高出的 6.8% 的增幅有所加快。按月计算，消费者价格上涨0.5%，略高于预期的0.4%，标志着价格连续第18个月上涨。</blockquote></p><p>Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.</p><p><blockquote>剔除食品和能源价格，所谓的消费者价格核心指标 12 月份比去年上涨了 5.5%，创下 1991 年以来的最快增速。</blockquote></p><p>Wednesday&#39;s market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell&#39;s renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.</p><p><blockquote>周三的市场走势是在周二反弹之后出现的，美联储主席杰罗姆·鲍威尔保证央行将在必要时介入以缓解物价上涨，这至少暂时缓解了市场的压力。在参议院银行委员会举行的鲍威尔连任听证会上，这位央行领导人重申，美联储将使用其政策工具来降低通胀。</blockquote></p><p>“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.</p><p><blockquote>“鲍威尔在听证会上说：”如果我们看到通胀持续在高水平，比预期的要长，如果我们不得不随着时间的推移进一步加息，那么我们就会加息。</blockquote></p><p>The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.</p><p><blockquote>央行此前曾表示，计划今年三次加息，将基准利率从目前接近于零的水平上调。然而，一些顶级华尔街公司预测，鉴于当前的通胀背景，美联储将加息四次。</blockquote></p><p>But though Powell doubled down on the Fed&#39;s goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed&#39;s plan to begin shrinking its nearly $9 trillion balance sheet. The Fed&#39;s December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed&#39;s balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.</p><p><blockquote>尽管鲍威尔加倍实现了美联储抑制通胀的目标，并将加息作为实现这一目标的工具，但他几乎没有透露美联储开始缩减近9万亿美元资产负债表的计划。美联储上周公布的 12 月会议纪要显示，央行官员开始讨论缩减美联储的资产负债表，此前他们购买了近两年的资产，以帮助在疫情期间支撑市场。鲍威尔在听证会上重申，他预计资产负债表决算程序将于今年开始。</blockquote></p><p>&#34;I think the biggest comment on most investors&#39; minds that we talk to around the world would be a &#39;policy mistake&#39; that the Fed might be too aggressive,&#34; Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.&#34;Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that&#39;s what&#39;s calming investors.&#34;</p><p><blockquote>蒙特利尔银行资本市场首席投资策略师布莱恩·贝尔斯基 (Brian Belski) 周二对雅虎财经直播表示：“我认为，我们在世界各地与大多数投资者交谈时，对他们心目中最大的评论将是美联储可能过于激进的‘政策错误’。”鲍威尔今天基本上出来了，说这将是一个过程……至于这需要多长时间，我认为这就是让投资者平静下来的原因。”</blockquote></p><p>Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday&#39;s session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.</p><p><blockquote>尽管借贷成本上升和金融状况收紧的前景引发了美国股市和科技股的波动，尤其是在最近几个交易日，但周二的交易日出现了逆转，以科技股为主的纳斯达克综合指数大幅跑赢大盘。</blockquote></p><p>&#34;The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it&#39;s simply one of valuation,&#34; Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.&#34;And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don&#39;t completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.&#34;</p><p><blockquote>ProShares 全球投资策略师西蒙·海曼 (Simeon Hyman) 周二对雅虎财经直播表示：“我认为，科技股的问题与其说是因为增长还很遥远，不如说是估值问题。”事实上，那些顶级重量级、市值最大的科技股在去年年底和 2022 年初可能有点贵。但不要完全排除良好的增长故事，因为这是对抗通货膨胀的最大防御。这是盈利和股息的增长。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138592368","content_text":"Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.The Bureau of Labor Statistics' December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November's already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.Wednesday's market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell's renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.But though Powell doubled down on the Fed's goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed's plan to begin shrinking its nearly $9 trillion balance sheet. The Fed's December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed's balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.\"I think the biggest comment on most investors' minds that we talk to around the world would be a 'policy mistake' that the Fed might be too aggressive,\" Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.\"Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that's what's calming investors.\"Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday's session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.\"The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it's simply one of valuation,\" Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.\"And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don't completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694055314,"gmtCreate":1641738759942,"gmtModify":1641738760447,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694055314","repostId":"1162390026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694055075,"gmtCreate":1641738574323,"gmtModify":1641738574886,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694055075","repostId":"1198290127","repostType":4,"repost":{"id":"1198290127","kind":"news","pubTimestamp":1641702682,"share":"https://www.laohunote.com/m/news/1198290127?lang=zh_CN&edition=full","pubTime":"2022-01-09 12:31","market":"us","language":"en","title":"Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198290127","media":"TheStreet","summary":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready","content":"<p><html><head></head><body>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p><blockquote><html><head></head><body>到目前为止，3 万亿美元的市值已被证明是苹果股票似乎尚未准备好突破的上限。股价能否很快夺回里程碑并在 2022 年走高？</body></html></blockquote></p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p><blockquote>最近，苹果股票的市值接近 3 万亿美元，但很快跌破 2.9 万亿美元——因为大盘对货币紧缩政策的反应应该比之前预期的更快。</blockquote></p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p><blockquote>这家库比蒂诺公司的股票最终能否在 2022 年找到北上之路，并满足华尔街众多多头的期望？或者，在利率上升和通胀挥之不去的一年里，看跌情绪会接管吗？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：加利福尼亚州库比蒂诺的苹果公园。</span></p></blockquote></p><p><b>AAPL: the bull case</b></p><p><blockquote><b>AAPL：牛市案例</b></blockquote></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p><blockquote>随着苹果股价在 11 月底至 12 月初疯狂攀升，许多华尔街专家纷纷支持 “AAPL 3 万亿美元 ”。例如，至少从我们去年第三季度的谈话开始，Wedbush 的丹-艾夫斯（Dan Ives）就一直在谈论市值里程碑。</blockquote></p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p><blockquote>但其他分析师最近也加入了看涨行列。摩根士丹利在 11 月份将目标价上调至每股 200 美元，而摩根大通研究团队则预计苹果股票在未来 12 个月内市值将达到 3.5 万亿美元。</blockquote></p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><blockquote>最直言不讳的乐观主义者之一来自买方。Loup 的吉恩-明斯特（Gene Munster）认为，他之前的目标价很快就过时了，现在每股 250 美元似乎更合理。他认为，元宇宙的多年机会将在新的一年获得投资者的赞赏，这应该会重新点燃该股在2021年最后几周失去的势头。</blockquote></p><p><b>AAPL: the bear case</b></p><p><blockquote><b>AAPL：熊案</b></blockquote></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p><blockquote>尽管上述乐观预期主要受到公司特定因素的支持，但市场进入 2022 年仍保持警惕。目前的祸根似乎是美联储对接近充分就业和粘性通胀的预期反应，这将导致未来几个月利率上升。</blockquote></p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><blockquote>我最近解释了货币供应收紧如何给市盈率相对较高的股票带来麻烦。虽然 AAPL 不是特斯拉或Rivian，但该股近 30 倍的远期市盈率和温和的盈利增长预期可能会拖累 2022 年的股价，因为投资者正在寻找价值股和周期性股票的更好交易。</blockquote></p><p><b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p><blockquote>我仍然认为苹果是一只值得长期购买和持有的好股票。在以卓越运营为动力的首席执行官（兼前首席运营官）的领导下，公司似乎得到了很好的管理。更好的是，对苹果产品和服务的需求以及消费者对该品牌的欣赏似乎处于或接近历史最高水平。</blockquote></p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p><blockquote>也就是说，2022 年头几周或几个月的设置对我来说很有挑战性。苹果股价在 2020 年持续攀升，去年又再次攀升。得益于疫情推动的技术设备需求激增以及系统中充足的流动性，苹果公司在 2019 年至 2021 年间创下了有史以来最好的三年回报之一。</blockquote></p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p><p><blockquote>尽管元宇宙和自动驾驶汽车能够并可能在未来许多年为公司的财务业绩提供支持，但我认为苹果公司的股票早该喘口气了。虽然股价可能会回升至 3 万亿美元以上，并最终从那里走得更高，但我对这种反弹会在不久的将来发生并不那么有信心。</blockquote></p><p></body></html></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>Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</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\">\nCan Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-09 12:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p><blockquote><html><head></head><body>到目前为止，3 万亿美元的市值已被证明是苹果股票似乎尚未准备好突破的上限。股价能否很快夺回里程碑并在 2022 年走高？</body></html></blockquote></p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p><blockquote>最近，苹果股票的市值接近 3 万亿美元，但很快跌破 2.9 万亿美元——因为大盘对货币紧缩政策的反应应该比之前预期的更快。</blockquote></p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p><blockquote>这家库比蒂诺公司的股票最终能否在 2022 年找到北上之路，并满足华尔街众多多头的期望？或者，在利率上升和通胀挥之不去的一年里，看跌情绪会接管吗？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：加利福尼亚州库比蒂诺的苹果公园。</span></p></blockquote></p><p><b>AAPL: the bull case</b></p><p><blockquote><b>AAPL：牛市案例</b></blockquote></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p><blockquote>随着苹果股价在 11 月底至 12 月初疯狂攀升，许多华尔街专家纷纷支持 “AAPL 3 万亿美元 ”。例如，至少从我们去年第三季度的谈话开始，Wedbush 的丹-艾夫斯（Dan Ives）就一直在谈论市值里程碑。</blockquote></p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p><blockquote>但其他分析师最近也加入了看涨行列。摩根士丹利在 11 月份将目标价上调至每股 200 美元，而摩根大通研究团队则预计苹果股票在未来 12 个月内市值将达到 3.5 万亿美元。</blockquote></p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><blockquote>最直言不讳的乐观主义者之一来自买方。Loup 的吉恩-明斯特（Gene Munster）认为，他之前的目标价很快就过时了，现在每股 250 美元似乎更合理。他认为，元宇宙的多年机会将在新的一年获得投资者的赞赏，这应该会重新点燃该股在2021年最后几周失去的势头。</blockquote></p><p><b>AAPL: the bear case</b></p><p><blockquote><b>AAPL：熊案</b></blockquote></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p><blockquote>尽管上述乐观预期主要受到公司特定因素的支持，但市场进入 2022 年仍保持警惕。目前的祸根似乎是美联储对接近充分就业和粘性通胀的预期反应，这将导致未来几个月利率上升。</blockquote></p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><blockquote>我最近解释了货币供应收紧如何给市盈率相对较高的股票带来麻烦。虽然 AAPL 不是特斯拉或Rivian，但该股近 30 倍的远期市盈率和温和的盈利增长预期可能会拖累 2022 年的股价，因为投资者正在寻找价值股和周期性股票的更好交易。</blockquote></p><p><b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p><blockquote>我仍然认为苹果是一只值得长期购买和持有的好股票。在以卓越运营为动力的首席执行官（兼前首席运营官）的领导下，公司似乎得到了很好的管理。更好的是，对苹果产品和服务的需求以及消费者对该品牌的欣赏似乎处于或接近历史最高水平。</blockquote></p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p><blockquote>也就是说，2022 年头几周或几个月的设置对我来说很有挑战性。苹果股价在 2020 年持续攀升，去年又再次攀升。得益于疫情推动的技术设备需求激增以及系统中充足的流动性，苹果公司在 2019 年至 2021 年间创下了有史以来最好的三年回报之一。</blockquote></p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p><p><blockquote>尽管元宇宙和自动驾驶汽车能够并可能在未来许多年为公司的财务业绩提供支持，但我认为苹果公司的股票早该喘口气了。虽然股价可能会回升至 3 万亿美元以上，并最终从那里走得更高，但我对这种反弹会在不久的将来发生并不那么有信心。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198290127","content_text":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?Figure 1: Apple Park in Cupertino, CA.AAPL: the bull caseAs Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.AAPL: the bear caseDespite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.The Apple Maven’s takeI continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694007170,"gmtCreate":1641653193826,"gmtModify":1641653195845,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/694007170","repostId":"2201424321","repostType":4,"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695477639,"gmtCreate":1641566011821,"gmtModify":1641566012327,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Ic","listText":"Ic","text":"Ic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695477639","repostId":"2201921167","repostType":4,"isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695229389,"gmtCreate":1641479182944,"gmtModify":1641479280751,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695229389","repostId":"1167281703","repostType":4,"repost":{"id":"1167281703","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":1641474074,"share":"https://www.laohunote.com/m/news/1167281703?lang=zh_CN&edition=full","pubTime":"2022-01-06 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167281703","media":"Tiger Newspress","summary":"U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserv","content":"<p><html><head></head><body>U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserve&#39;s hawkish signals.</p><p><blockquote><html><head></head><body>美国股指期货周四涨跌互现，与经济挂钩的银行股和能源股领涨，而对利率敏感的增长股仍面临美联储鹰派信号的压力。</body></html></blockquote></p><p>At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25% and S&amp;P 500 e-minis were down  0.5points, or 0.01%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 91 点，即 0.25%，标普500电子迷你指数下跌 0.5 点，即 0.01%。</blockquote></p><p>Nasdaq 100 e-minis fell 84.5 points, or 0. 54%, dragged down by shares of Microsoft Corp (MSFT.O), Amazon.com , Apple Inc (AAPL.O) and Tesla Inc (TSLA.O) which fell between 0.6% and 1.6%.</p><p><blockquote>受微软 (MSFT.O)、亚马逊、苹果 (AAPL.O) 和特斯拉 (TSLA.O) 股价下跌 0.6% 至 1.6% 的拖累，纳斯达克 100 电子迷你指数下跌 84.5 点，跌幅为 0. 54%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8631d24ab9a78d9b68745b7c98716f23\" tg-width=\"379\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p>Walgreens (WBA) – The drug store operator’s shares gained 2.9% in the premarket, after beating estimates on both the top and bottom lines for its latest quarter. Walgreens earned an adjusted $1.68 per share, compared with the $1.33 consensus estimate, boosted by demand for Covid-19 vaccinations and testing.</p><p><blockquote>沃尔格林（WBA）--这家药店运营商的股价在盘前上涨了 2.9%，其最新一个季度的营收和利润都超出了预期。受 Covid-19 疫苗接种和测试需求的推动，沃尔格林调整后每股收益为 1.68 美元，而市场普遍预期为 1.33 美元。</blockquote></p><p>Bed Bath &amp; Beyond (BBBY) – The housewares retailer tumbled 9.3%, then soared back over 8% in premarket trading, after reporting an adjusted quarterly loss of 25 cents per share compared with a consensus estimate of breakeven. Overall and comparable-store sales also fell below Wall Street forecasts.</p><p><blockquote>Bed Bath &amp; Beyond (BBBY)——这家家居用品零售商在盘前交易中暴跌 9.3%，随后飙升超过 8%，此前该公司公布的调整后季度亏损为每股 25 美分，而市场普遍预期的盈亏平衡。整体和可比商店销售额也低于华尔街的预测。</blockquote></p><p>Constellation Brands (STZ) – The spirits producer’s stock initially fell 2% in the premarket after reporting earnings, before recovering that loss. Constellation earned an adjusted $3.12 per share, compared with a $2.76 consensus estimate, with sales also beating forecasts.</p><p><blockquote>星座品牌（STZ）--这家烈酒生产商的股价在公布财报后最初在盘前下跌了 2%，随后收复失地。Constellation 调整后每股收益为 3.12 美元，而市场普遍预期为 2.76 美元，销售额也超出预期。</blockquote></p><p>Conagra (CAG) – Conagra fell 1% in the premarket after missing estimates by 4 cents with an adjusted quarterly profit of 64 cents per share, although revenue was slightly above forecasts. Conagra did raise its full-year sales forecast on higher prices and strong demand for its frozen foods.</p><p><blockquote>康尼格拉 (CAG) – 康尼格拉在盘前下跌 1%，比预期低 4 美分，调整后季度利润为每股 64 美分，尽管收入略高于预期。由于价格上涨和冷冻食品需求强劲，康尼格拉确实上调了全年销售预测。</blockquote></p><p>Helen of Troy (HELE) – Helen of Troy shares added 2.2% in premarket trading after the household products company beat consensus estimates in its latest quarter and raised its earnings outlook. Helen of Troy reported an adjusted quarterly profit of $3.72 per share, well above the $3.11 that analysts were expecting. Results were driven by double-digit growth in housewares and beauty products.</p><p><blockquote>Helen of Troy (HELE) – Helen of Troy 股价在盘前交易中上涨 2.2%，此前这家家庭用品公司在最新一个季度超出了市场普遍预期并上调了盈利预期。Helen of Troy 公布调整后季度利润为每股 3.72 美元，远高于分析师预期的 3.11 美元。家居用品和美容产品的两位数增长推动了业绩增长。</blockquote></p><p>Pfizer (PFE), BioNTech (BNTX) – The CDC has recommended the use of the Pfizer/BioNTech Covid-19 vaccine as a booster shot for the 12 to 15 years old age group. The agency estimates that about half the group is fully vaccinated and that about a third of those will return for the booster shot. BioNTech rose 2.5% in premarket trading, while Pfizer was little changed.</p><p><blockquote>辉瑞（PFE）、BioNTech（BNTX）——疾病预防控制中心建议使用辉瑞/BioNTech新冠肺炎疫苗作为12至15岁年龄组的加强注射。该机构估计，大约一半的人已经完全接种了疫苗，其中大约三分之一将返回接受加强注射。BioNTech 在盘前交易中上涨 2.5%，而辉瑞几乎没有变化。</blockquote></p><p>Hasbro (HAS) – The toymaker named digital gaming business head Chris Cocks as its next CEO, effective February 25. He’ll replace interim CEO Rich Stoddart, who has been filling that role since the death of Brian Goldner last October.</p><p><blockquote>孩之宝（HAS）——这家玩具制造商任命数字游戏业务主管克里斯·考克斯（Chris Cocks）为下一任首席执行官，自2月25日起生效。他将接替临时首席执行官里奇-斯托达特（Rich Stoddart），后者自去年 10 月布莱恩-戈尔德纳（Brian Goldner）去世后一直担任这一职务。</blockquote></p><p>Coinbase (COIN) – Coinbase reversed an earlier premarket slide and rose 1%, following an upgrade to “buy” from “neutral” at BofA Securities. Coinbase initially extended yesterday’s 6.4% loss after the cryptocurrency exchange operator’s shares fell for four straight days as crypto prices tumbled, with losses accelerating following yesterday’s release of Fed meeting minutes.</p><p><blockquote>Coinbase (COIN) - 美国银行证券（BofA Securities）将评级从 “中性 ”上调至 “买入 ”后，Coinbase 扭转了早前盘前的下滑趋势，上涨了 1%。由于加密货币价格暴跌，加密货币交易所运营商 Coinbase 的股价连续四天下跌，Coinbase 最初延续了昨天 6.4% 的跌幅，昨天美联储会议纪要公布后，跌幅加速。</blockquote></p><p>Datadog (DDOG) – Datadog shares added 2.2% in the premarket after the monitoring and security platform provider announced a new partnership with Amazon Web Services, which will focus on developing and tightening product alignment.</p><p><blockquote>Datadog (DDOG) – 在监控和安全平台提供商宣布与亚马逊网络服务建立新的合作伙伴关系后，Datadog 的股价在盘前上涨了 2.2%，该合作伙伴关系将专注于开发和加强产品一致性。</blockquote></p><p>ADT (ADT) – ADT lost 2.1% in premarket trading after RBC Capital downgraded the home security products provider to “sector perform” from “outperform,” and cut its price target to $10 from $12 per share. RBC cites component and wage inflation, among other factors.</p><p><blockquote>ADT (ADT) - 加拿大皇家银行资本（RBC Capital）将这家家庭安全产品提供商的评级从 “跑赢大盘 ”下调至 “行业表现”，并将目标价从每股 12 美元下调至 10 美元，ADT 在盘前交易中下跌 2.1%。加拿大皇家银行列举了组成部分和工资通胀等因素。</blockquote></p><p>Allbirds (BIRD) – The footwear maker’s stock rallied 5.7% in the premarket after Morgan Stanley upgraded it to “overweight” from “equal-weight”. The firm said the company’s valuation is attractive relative to its peers because of a recent pullback in the stock as well as growth prospects.</p><p><blockquote>Allbirds (BIRD)--在摩根士丹利将该鞋类制造商的股票从 “同等权重 ”上调至 “跑赢大盘 ”后，该鞋类制造商的股票在盘前上涨了 5.7%。该公司表示，由于近期股价回调以及增长前景，该公司的估值相对于同行具有吸引力。</blockquote></p><p></body></html></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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</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\">2022-01-06 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserve&#39;s hawkish signals.</p><p><blockquote><html><head></head><body>美国股指期货周四涨跌互现，与经济挂钩的银行股和能源股领涨，而对利率敏感的增长股仍面临美联储鹰派信号的压力。</body></html></blockquote></p><p>At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25% and S&amp;P 500 e-minis were down  0.5points, or 0.01%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 91 点，即 0.25%，标普500电子迷你指数下跌 0.5 点，即 0.01%。</blockquote></p><p>Nasdaq 100 e-minis fell 84.5 points, or 0. 54%, dragged down by shares of Microsoft Corp (MSFT.O), Amazon.com , Apple Inc (AAPL.O) and Tesla Inc (TSLA.O) which fell between 0.6% and 1.6%.</p><p><blockquote>受微软 (MSFT.O)、亚马逊、苹果 (AAPL.O) 和特斯拉 (TSLA.O) 股价下跌 0.6% 至 1.6% 的拖累，纳斯达克 100 电子迷你指数下跌 84.5 点，跌幅为 0. 54%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8631d24ab9a78d9b68745b7c98716f23\" tg-width=\"379\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p>Walgreens (WBA) – The drug store operator’s shares gained 2.9% in the premarket, after beating estimates on both the top and bottom lines for its latest quarter. Walgreens earned an adjusted $1.68 per share, compared with the $1.33 consensus estimate, boosted by demand for Covid-19 vaccinations and testing.</p><p><blockquote>沃尔格林（WBA）--这家药店运营商的股价在盘前上涨了 2.9%，其最新一个季度的营收和利润都超出了预期。受 Covid-19 疫苗接种和测试需求的推动，沃尔格林调整后每股收益为 1.68 美元，而市场普遍预期为 1.33 美元。</blockquote></p><p>Bed Bath &amp; Beyond (BBBY) – The housewares retailer tumbled 9.3%, then soared back over 8% in premarket trading, after reporting an adjusted quarterly loss of 25 cents per share compared with a consensus estimate of breakeven. Overall and comparable-store sales also fell below Wall Street forecasts.</p><p><blockquote>Bed Bath &amp; Beyond (BBBY)——这家家居用品零售商在盘前交易中暴跌 9.3%，随后飙升超过 8%，此前该公司公布的调整后季度亏损为每股 25 美分，而市场普遍预期的盈亏平衡。整体和可比商店销售额也低于华尔街的预测。</blockquote></p><p>Constellation Brands (STZ) – The spirits producer’s stock initially fell 2% in the premarket after reporting earnings, before recovering that loss. Constellation earned an adjusted $3.12 per share, compared with a $2.76 consensus estimate, with sales also beating forecasts.</p><p><blockquote>星座品牌（STZ）--这家烈酒生产商的股价在公布财报后最初在盘前下跌了 2%，随后收复失地。Constellation 调整后每股收益为 3.12 美元，而市场普遍预期为 2.76 美元，销售额也超出预期。</blockquote></p><p>Conagra (CAG) – Conagra fell 1% in the premarket after missing estimates by 4 cents with an adjusted quarterly profit of 64 cents per share, although revenue was slightly above forecasts. Conagra did raise its full-year sales forecast on higher prices and strong demand for its frozen foods.</p><p><blockquote>康尼格拉 (CAG) – 康尼格拉在盘前下跌 1%，比预期低 4 美分，调整后季度利润为每股 64 美分，尽管收入略高于预期。由于价格上涨和冷冻食品需求强劲，康尼格拉确实上调了全年销售预测。</blockquote></p><p>Helen of Troy (HELE) – Helen of Troy shares added 2.2% in premarket trading after the household products company beat consensus estimates in its latest quarter and raised its earnings outlook. Helen of Troy reported an adjusted quarterly profit of $3.72 per share, well above the $3.11 that analysts were expecting. Results were driven by double-digit growth in housewares and beauty products.</p><p><blockquote>Helen of Troy (HELE) – Helen of Troy 股价在盘前交易中上涨 2.2%，此前这家家庭用品公司在最新一个季度超出了市场普遍预期并上调了盈利预期。Helen of Troy 公布调整后季度利润为每股 3.72 美元，远高于分析师预期的 3.11 美元。家居用品和美容产品的两位数增长推动了业绩增长。</blockquote></p><p>Pfizer (PFE), BioNTech (BNTX) – The CDC has recommended the use of the Pfizer/BioNTech Covid-19 vaccine as a booster shot for the 12 to 15 years old age group. The agency estimates that about half the group is fully vaccinated and that about a third of those will return for the booster shot. BioNTech rose 2.5% in premarket trading, while Pfizer was little changed.</p><p><blockquote>辉瑞（PFE）、BioNTech（BNTX）——疾病预防控制中心建议使用辉瑞/BioNTech新冠肺炎疫苗作为12至15岁年龄组的加强注射。该机构估计，大约一半的人已经完全接种了疫苗，其中大约三分之一将返回接受加强注射。BioNTech 在盘前交易中上涨 2.5%，而辉瑞几乎没有变化。</blockquote></p><p>Hasbro (HAS) – The toymaker named digital gaming business head Chris Cocks as its next CEO, effective February 25. He’ll replace interim CEO Rich Stoddart, who has been filling that role since the death of Brian Goldner last October.</p><p><blockquote>孩之宝（HAS）——这家玩具制造商任命数字游戏业务主管克里斯·考克斯（Chris Cocks）为下一任首席执行官，自2月25日起生效。他将接替临时首席执行官里奇-斯托达特（Rich Stoddart），后者自去年 10 月布莱恩-戈尔德纳（Brian Goldner）去世后一直担任这一职务。</blockquote></p><p>Coinbase (COIN) – Coinbase reversed an earlier premarket slide and rose 1%, following an upgrade to “buy” from “neutral” at BofA Securities. Coinbase initially extended yesterday’s 6.4% loss after the cryptocurrency exchange operator’s shares fell for four straight days as crypto prices tumbled, with losses accelerating following yesterday’s release of Fed meeting minutes.</p><p><blockquote>Coinbase (COIN) - 美国银行证券（BofA Securities）将评级从 “中性 ”上调至 “买入 ”后，Coinbase 扭转了早前盘前的下滑趋势，上涨了 1%。由于加密货币价格暴跌，加密货币交易所运营商 Coinbase 的股价连续四天下跌，Coinbase 最初延续了昨天 6.4% 的跌幅，昨天美联储会议纪要公布后，跌幅加速。</blockquote></p><p>Datadog (DDOG) – Datadog shares added 2.2% in the premarket after the monitoring and security platform provider announced a new partnership with Amazon Web Services, which will focus on developing and tightening product alignment.</p><p><blockquote>Datadog (DDOG) – 在监控和安全平台提供商宣布与亚马逊网络服务建立新的合作伙伴关系后，Datadog 的股价在盘前上涨了 2.2%，该合作伙伴关系将专注于开发和加强产品一致性。</blockquote></p><p>ADT (ADT) – ADT lost 2.1% in premarket trading after RBC Capital downgraded the home security products provider to “sector perform” from “outperform,” and cut its price target to $10 from $12 per share. RBC cites component and wage inflation, among other factors.</p><p><blockquote>ADT (ADT) - 加拿大皇家银行资本（RBC Capital）将这家家庭安全产品提供商的评级从 “跑赢大盘 ”下调至 “行业表现”，并将目标价从每股 12 美元下调至 10 美元，ADT 在盘前交易中下跌 2.1%。加拿大皇家银行列举了组成部分和工资通胀等因素。</blockquote></p><p>Allbirds (BIRD) – The footwear maker’s stock rallied 5.7% in the premarket after Morgan Stanley upgraded it to “overweight” from “equal-weight”. The firm said the company’s valuation is attractive relative to its peers because of a recent pullback in the stock as well as growth prospects.</p><p><blockquote>Allbirds (BIRD)--在摩根士丹利将该鞋类制造商的股票从 “同等权重 ”上调至 “跑赢大盘 ”后，该鞋类制造商的股票在盘前上涨了 5.7%。该公司表示，由于近期股价回调以及增长前景，该公司的估值相对于同行具有吸引力。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","WBA":"沃尔格林联合博姿",".IXIC":"NASDAQ Composite","ADT":"Adt Inc.","HELE":"海伦特洛伊家电",".DJI":"道琼斯","DDOG":"Datadog","CAG":"康尼格拉","BIRD":"Smartbird","BBBY":"Bed Bath & Beyond, Inc.",".SPX":"S&P 500 Index","COIN":"Coinbase Global, Inc.","HAS":"孩之宝","STZ":"星座品牌","PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167281703","content_text":"U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserve's hawkish signals.At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25% and S&P 500 e-minis were down  0.5points, or 0.01%.Nasdaq 100 e-minis fell 84.5 points, or 0. 54%, dragged down by shares of Microsoft Corp (MSFT.O), Amazon.com , Apple Inc (AAPL.O) and Tesla Inc (TSLA.O) which fell between 0.6% and 1.6%.Stocks making the biggest moves premarket:Walgreens (WBA) – The drug store operator’s shares gained 2.9% in the premarket, after beating estimates on both the top and bottom lines for its latest quarter. Walgreens earned an adjusted $1.68 per share, compared with the $1.33 consensus estimate, boosted by demand for Covid-19 vaccinations and testing.Bed Bath & Beyond (BBBY) – The housewares retailer tumbled 9.3%, then soared back over 8% in premarket trading, after reporting an adjusted quarterly loss of 25 cents per share compared with a consensus estimate of breakeven. Overall and comparable-store sales also fell below Wall Street forecasts.Constellation Brands (STZ) – The spirits producer’s stock initially fell 2% in the premarket after reporting earnings, before recovering that loss. Constellation earned an adjusted $3.12 per share, compared with a $2.76 consensus estimate, with sales also beating forecasts.Conagra (CAG) – Conagra fell 1% in the premarket after missing estimates by 4 cents with an adjusted quarterly profit of 64 cents per share, although revenue was slightly above forecasts. Conagra did raise its full-year sales forecast on higher prices and strong demand for its frozen foods.Helen of Troy (HELE) – Helen of Troy shares added 2.2% in premarket trading after the household products company beat consensus estimates in its latest quarter and raised its earnings outlook. Helen of Troy reported an adjusted quarterly profit of $3.72 per share, well above the $3.11 that analysts were expecting. Results were driven by double-digit growth in housewares and beauty products.Pfizer (PFE), BioNTech (BNTX) – The CDC has recommended the use of the Pfizer/BioNTech Covid-19 vaccine as a booster shot for the 12 to 15 years old age group. The agency estimates that about half the group is fully vaccinated and that about a third of those will return for the booster shot. BioNTech rose 2.5% in premarket trading, while Pfizer was little changed.Hasbro (HAS) – The toymaker named digital gaming business head Chris Cocks as its next CEO, effective February 25. He’ll replace interim CEO Rich Stoddart, who has been filling that role since the death of Brian Goldner last October.Coinbase (COIN) – Coinbase reversed an earlier premarket slide and rose 1%, following an upgrade to “buy” from “neutral” at BofA Securities. Coinbase initially extended yesterday’s 6.4% loss after the cryptocurrency exchange operator’s shares fell for four straight days as crypto prices tumbled, with losses accelerating following yesterday’s release of Fed meeting minutes.Datadog (DDOG) – Datadog shares added 2.2% in the premarket after the monitoring and security platform provider announced a new partnership with Amazon Web Services, which will focus on developing and tightening product alignment.ADT (ADT) – ADT lost 2.1% in premarket trading after RBC Capital downgraded the home security products provider to “sector perform” from “outperform,” and cut its price target to $10 from $12 per share. RBC cites component and wage inflation, among other factors.Allbirds (BIRD) – The footwear maker’s stock rallied 5.7% in the premarket after Morgan Stanley upgraded it to “overweight” from “equal-weight”. The firm said the company’s valuation is attractive relative to its peers because of a recent pullback in the stock as well as growth prospects.","news_type":1,"symbols_score_info":{"CAG":0.9,"BNTX":0.9,"HELE":0.9,"DDOG":0.9,"COIN":0.9,"HAS":0.9,"PFE":0.9,"BIRD":0.9,"BBBY":0.9,"WBA":0.9,".IXIC":0.9,".DJI":0.9,"ADT":0.9,"STZ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695948661,"gmtCreate":1641308882425,"gmtModify":1641308882943,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/695948661","repostId":"2200404582","repostType":4,"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692496600,"gmtCreate":1641131852122,"gmtModify":1641131852586,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692496600","repostId":"2200444738","repostType":4,"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692581492,"gmtCreate":1641047591619,"gmtModify":1641047592085,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581654499912172","idStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692581492","repostId":"2200448674","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":842497053,"gmtCreate":1636212895359,"gmtModify":1636212896017,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/842497053","repostId":"2181374735","repostType":4,"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104260927,"gmtCreate":1620394334669,"gmtModify":1634205560014,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Must buy. Please like the post. Thanks","listText":"Must buy. Please like the post. Thanks","text":"Must buy. Please like the post. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/104260927","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohunote.com/m/news/1157328258?lang=zh_CN&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于 DCF 的亚马逊股价目标表明有 30% 的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上一季度的业绩介绍了我对亚马逊 (AMZN) 的全面分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1 价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，让我们评估一下我们是否可以从统计数据上说明亚马逊的增长在上一季度是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”细分市场的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了近乎线性的趋势。现在，它已经成倍增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场 - 加速依然存在，上一季度的业绩好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）分部也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘亚马逊网络服务’的增长趋势有所放缓，但从上个季度的业绩来看，有逐渐恢复到之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的收入也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计学上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键分部</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去的10年里，亚马逊的资本化与其收入一直处于定性的线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>大家可以看到，首先，这个模型表明公司目前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%的增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2 比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一节中，我根据收入模拟了亚马逊的平衡价格。值得注意的是，如果我们对公司使用倍数的比较估值应用同样的方法，我们将失败。至少我还没有找到一个基于收入的倍数，可以成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3 贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：Seeking Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我还从分析师对该公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，营业利润率在最后一年逐步增加到8%是一个非常现实的场景。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用股票风险溢价（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。对于最后一年，我使用了等于1的Beta。</li><li>为了计算债务成本，我使用了2019年和2020年的利息支出除以同年的债务价值。</li></ul>这是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>基于 DCF 的亚马逊股票目标价为 4,280 美元，上涨空间为 29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段，并不意味着其资本化不断被低估。但在这种情况下，根据公司的资本和收入参数之间的模式，我们可以得出结论，该公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的 DCF 模型分析师表明估值被低估了 30%。今年年初，一个类似的模型表明估值被低估了 20%。</li><li>当你看到亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题更好</i>.</li></ol></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>Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking alpha</strong><span class=\"h-time small\">2021-05-07 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于 DCF 的亚马逊股价目标表明有 30% 的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上一季度的业绩介绍了我对亚马逊 (AMZN) 的全面分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1 价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，让我们评估一下我们是否可以从统计数据上说明亚马逊的增长在上一季度是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”细分市场的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了近乎线性的趋势。现在，它已经成倍增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场 - 加速依然存在，上一季度的业绩好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）分部也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘亚马逊网络服务’的增长趋势有所放缓，但从上个季度的业绩来看，有逐渐恢复到之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的收入也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计学上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键分部</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去的10年里，亚马逊的资本化与其收入一直处于定性的线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>大家可以看到，首先，这个模型表明公司目前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%的增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2 比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一节中，我根据收入模拟了亚马逊的平衡价格。值得注意的是，如果我们对公司使用倍数的比较估值应用同样的方法，我们将失败。至少我还没有找到一个基于收入的倍数，可以成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3 贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：Seeking Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我还从分析师对该公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，营业利润率在最后一年逐步增加到8%是一个非常现实的场景。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用股票风险溢价（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。对于最后一年，我使用了等于1的Beta。</li><li>为了计算债务成本，我使用了2019年和2020年的利息支出除以同年的债务价值。</li></ul>这是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>基于 DCF 的亚马逊股票目标价为 4,280 美元，上涨空间为 29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段，并不意味着其资本化不断被低估。但在这种情况下，根据公司的资本和收入参数之间的模式，我们可以得出结论，该公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的 DCF 模型分析师表明估值被低估了 30%。今年年初，一个类似的模型表明估值被低估了 20%。</li><li>当你看到亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题更好</i>.</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Seeking alpha</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":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":862319710,"gmtCreate":1632837217363,"gmtModify":1632837217526,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/862319710","repostId":"1193693996","repostType":4,"repost":{"id":"1193693996","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":1632836938,"share":"https://www.laohunote.com/m/news/1193693996?lang=zh_CN&edition=full","pubTime":"2021-09-28 21:48","market":"us","language":"en","title":"Pharmaceutical stocks slid in morning trading<blockquote>医药股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193693996","media":"Tiger Newspress","summary":"Pharmaceutical stocks slid in morning trading.Pfizer,BioNTech SE,Eli Lilly,Moderna and AstraZeneca f","content":"<p>Pharmaceutical stocks slid in morning trading.Pfizer,BioNTech SE,Eli Lilly,Moderna&nbsp;and&nbsp;AstraZeneca&nbsp;fell&nbsp;between 1% and 7%.</p><p><blockquote>制药股早盘下跌.辉瑞、BioNTech SE、礼来、Moderna和阿斯利康下跌1%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc8af8822165a8a89dc1b54a9195f782\" tg-width=\"398\" tg-height=\"729\" 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>Pharmaceutical stocks slid in morning trading<blockquote>医药股早盘下跌</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; 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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\">\nPharmaceutical stocks slid in morning trading<blockquote>医药股早盘下跌</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\">2021-09-28 21:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pharmaceutical stocks slid in morning trading.Pfizer,BioNTech SE,Eli Lilly,Moderna&nbsp;and&nbsp;AstraZeneca&nbsp;fell&nbsp;between 1% and 7%.</p><p><blockquote>制药股早盘下跌.辉瑞、BioNTech SE、礼来、Moderna和阿斯利康下跌1%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc8af8822165a8a89dc1b54a9195f782\" tg-width=\"398\" tg-height=\"729\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","REGN":"再生元制药公司","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc.","GILD":"吉利德科学","PFE":"辉瑞","BNTX":"BioNTech SE","LLY":"礼来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193693996","content_text":"Pharmaceutical stocks slid in morning trading.Pfizer,BioNTech SE,Eli Lilly,Moderna and AstraZeneca fell between 1% and 7%.","news_type":1,"symbols_score_info":{"GILD":0.9,"LLY":0.9,"NVAX":0.9,"REGN":0.9,"PFE":0.9,"MRNA":0.9,"BNTX":0.9,"AZN":0.9}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199572488,"gmtCreate":1620722732644,"gmtModify":1634196839403,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Comment and like please","listText":"Comment and like please","text":"Comment and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/199572488","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690834309,"gmtCreate":1639653186103,"gmtModify":1639653186647,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>tthe price is at a good price now. Good entry price for mid term","listText":"<a href=\"https://laohu8.com/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>tthe price is at a good price now. Good entry price for mid term","text":"$COMFORTDELGRO CORPORATION LTD(C52.SI)$tthe price is at a good price now. Good entry price for mid term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/690834309","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177351674,"gmtCreate":1627182353998,"gmtModify":1633767385585,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/177351674","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115764979,"gmtCreate":1623031504891,"gmtModify":1634096063488,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/115764979","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608668544,"gmtCreate":1638716185790,"gmtModify":1638716186000,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/608668544","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827226977,"gmtCreate":1634482532444,"gmtModify":1634482533225,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/827226977","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174814088,"gmtCreate":1627090356744,"gmtModify":1633768105937,"author":{"id":"3581654499912172","authorId":"3581654499912172","name":"lzh77","avatar":"https://static.tigerbbs.com/37282f661827d98da9d277ecf852cb00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581654499912172","authorIdStr":"3581654499912172"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/174814088","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}