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LplMichelle

LplMichelle

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2022-01-23

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2022-01-20

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Apple Stock: How To Trade It Before And After Earnings<blockquote>苹果股票：如何在盈利前后交易</blockquote>

2022-01-19

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2022-01-18

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Earnings Season in Full Swing, Fed Blackout Period: What to Know This Week<blockquote>财报季如火如荼，美联储停工期：本周须知</blockquote>

2022-01-16

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2022-01-15

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2022-01-14

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First Republic Bank Q4 Profit Rises, Beats estimates<blockquote>第一共和银行第四季度利润增长，超出预期</blockquote>

2022-01-13

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2022-01-13

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2022-01-12

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2022-01-11

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高盛：将QuantumScape Corp(QS.N)目标价从27美元下调...

2022-01-11

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Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</blockquote>

2022-01-11

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Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</blockquote>

2022-01-09

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Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote>

2022-01-09

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2022-01-09

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2022-01-07

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2022-01-06

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2022-01-05

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2022-01-05

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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630273557","repostId":"2205248240","repostType":4,"isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630335280,"gmtCreate":1642691667196,"gmtModify":1642691667653,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630335280","repostId":"1126677206","repostType":4,"repost":{"id":"1126677206","kind":"news","pubTimestamp":1642687281,"share":"https://www.laohunote.com/m/news/1126677206?lang=zh_CN&edition=full","pubTime":"2022-01-20 22:01","market":"us","language":"en","title":"Apple Stock: How To Trade It Before And After Earnings<blockquote>苹果股票：如何在盈利前后交易</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126677206","media":"TheStreet","summary":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what","content":"<p><html><head></head><body>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p><blockquote><html><head></head><body>买谣言，卖新闻？以下是苹果股票在财报日前后的表现，以及潜在投资者在按下 “买入 ”按钮之前应该考虑的事项。</body></html></blockquote></p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p><blockquote>苹果将于 1 月 27 日星期四公布第一财季业绩。苹果专家已经开始预览该活动，我们将实时报道结果和收益看涨期权。</blockquote></p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p><blockquote>今天，我将焦点转向苹果股票在公司财报日前后的表现。现在是在业绩公布之前购买股票的好时机吗？股票在盈利前后的表现如何？</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>Buy AAPL on earnings day</b></p><p><blockquote><b>在财报日购买 AAPL</b></blockquote></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p><blockquote>你听说过 “买谣言，卖新闻 ”这句话吗？事实证明，从历史上看，苹果股票<i>不</i>在财报季按照口头禅进行交易。</blockquote></p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p><blockquote>几个月前，我对苹果公司财报日前后的业绩进行了分析。令我有点惊讶的是，该股往往<i>表现不佳</i>财报发布前的两周平均值；但价格往往会<i>尖峰</i>结果公布后不久。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：两周回报率中位数，盈利与非盈利。</span></p></blockquote></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p><blockquote>自首次发布上图以来，苹果已两次发布财报：去年第三财季和第四财季。</blockquote></p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p><blockquote>7 月 27 日之后，AAPL 股价普遍横盘整理了两周，但最终在 9 月初开始攀升。10 月 28 日之后，类似的事情发生了：横盘整理至 11 月初，然后在接下来的四周内恶性走高。</blockquote></p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><blockquote>似乎符合观察结果的叙述如下：交易者和投资者将自己置于盈利之前。当结果出来时，多头和空头展开拉锯战，以确定结果和前景是否足够好。最终，在消化了数据和评论后，市场在很大程度上与多头达成了一致。</blockquote></p><p><b>Consider seasonality</b></p><p><blockquote><b>考虑季节性</b></blockquote></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p><blockquote>距离第一财季财报日只有几个月的时间，可能会进一步鼓励投资者尽快购买 AAPL。下图显示，从季节性的角度来看，12月和1月往往是拥有AAPL最糟糕的月份。</blockquote></p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p><blockquote>虽然 AAPL 在 2021 年 12 月底成功攀升，但事实上，到目前为止，1 月份对该股来说是一个充满挑战的月份。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&amp;P 500 (seasonality).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：平均月回报率与标普500（季节性）。</span></p></blockquote></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&amp;P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><blockquote>更好的消息是，二月份往往标志着长达四个月的表现优于标普500。这可能是因为投资者终于抛开了对新iPhone在假日季度表现的担忧，开始考虑长远。</blockquote></p><p><b>Don’t forget fundamentals and value</b></p><p><blockquote><b>不要忘记基本面和价值</b></blockquote></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p><blockquote>当然，盈利趋势和季节性只是决定是否购买苹果股票时要考虑的两个因素。更重要的是评估苹果的商业基本面，以及投资者可能愿意为此支付多少费用。</blockquote></p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p><blockquote>我相信库珀特诺公司仍然是最好的公司之一（如果不是的话<i>这个</i>最佳）全球消费品和服务公司。直到最近，我还担心在第四季度令人眼花缭乱的反弹之后，估值是否有点过高。</blockquote></p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p><p><blockquote>在这里，AAPL 价格较 1 月 3 日的峰值下跌了 8%，这让我稍感鼓舞。虽然每股 167 美元听起来仍然不像一生一次的便宜货，但在买家看来，这个数字比 180 美元以上要容易得多。</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>Apple Stock: How To Trade It Before And After Earnings<blockquote>苹果股票：如何在盈利前后交易</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How To Trade It Before And After Earnings<blockquote>苹果股票：如何在盈利前后交易</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-20 22:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p><blockquote><html><head></head><body>买谣言，卖新闻？以下是苹果股票在财报日前后的表现，以及潜在投资者在按下 “买入 ”按钮之前应该考虑的事项。</body></html></blockquote></p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p><blockquote>苹果将于 1 月 27 日星期四公布第一财季业绩。苹果专家已经开始预览该活动，我们将实时报道结果和收益看涨期权。</blockquote></p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p><blockquote>今天，我将焦点转向苹果股票在公司财报日前后的表现。现在是在业绩公布之前购买股票的好时机吗？股票在盈利前后的表现如何？</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>Buy AAPL on earnings day</b></p><p><blockquote><b>在财报日购买 AAPL</b></blockquote></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p><blockquote>你听说过 “买谣言，卖新闻 ”这句话吗？事实证明，从历史上看，苹果股票<i>不</i>在财报季按照口头禅进行交易。</blockquote></p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p><blockquote>几个月前，我对苹果公司财报日前后的业绩进行了分析。令我有点惊讶的是，该股往往<i>表现不佳</i>财报发布前的两周平均值；但价格往往会<i>尖峰</i>结果公布后不久。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：两周回报率中位数，盈利与非盈利。</span></p></blockquote></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p><blockquote>自首次发布上图以来，苹果已两次发布财报：去年第三财季和第四财季。</blockquote></p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p><blockquote>7 月 27 日之后，AAPL 股价普遍横盘整理了两周，但最终在 9 月初开始攀升。10 月 28 日之后，类似的事情发生了：横盘整理至 11 月初，然后在接下来的四周内恶性走高。</blockquote></p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><blockquote>似乎符合观察结果的叙述如下：交易者和投资者将自己置于盈利之前。当结果出来时，多头和空头展开拉锯战，以确定结果和前景是否足够好。最终，在消化了数据和评论后，市场在很大程度上与多头达成了一致。</blockquote></p><p><b>Consider seasonality</b></p><p><blockquote><b>考虑季节性</b></blockquote></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p><blockquote>距离第一财季财报日只有几个月的时间，可能会进一步鼓励投资者尽快购买 AAPL。下图显示，从季节性的角度来看，12月和1月往往是拥有AAPL最糟糕的月份。</blockquote></p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p><blockquote>虽然 AAPL 在 2021 年 12 月底成功攀升，但事实上，到目前为止，1 月份对该股来说是一个充满挑战的月份。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&amp;P 500 (seasonality).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：平均月回报率与标普500（季节性）。</span></p></blockquote></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&amp;P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><blockquote>更好的消息是，二月份往往标志着长达四个月的表现优于标普500。这可能是因为投资者终于抛开了对新iPhone在假日季度表现的担忧，开始考虑长远。</blockquote></p><p><b>Don’t forget fundamentals and value</b></p><p><blockquote><b>不要忘记基本面和价值</b></blockquote></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p><blockquote>当然，盈利趋势和季节性只是决定是否购买苹果股票时要考虑的两个因素。更重要的是评估苹果的商业基本面，以及投资者可能愿意为此支付多少费用。</blockquote></p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p><blockquote>我相信库珀特诺公司仍然是最好的公司之一（如果不是的话<i>这个</i>最佳）全球消费品和服务公司。直到最近，我还担心在第四季度令人眼花缭乱的反弹之后，估值是否有点过高。</blockquote></p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p><p><blockquote>在这里，AAPL 价格较 1 月 3 日的峰值下跌了 8%，这让我稍感鼓舞。虽然每股 167 美元听起来仍然不像一生一次的便宜货，但在买家看来，这个数字比 180 美元以上要容易得多。</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/apple-stock-how-to-trade-it-before-and-after-earnings\">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/apple-stock-how-to-trade-it-before-and-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126677206","content_text":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?Figure 1: Apple Park, in Cupertino, CA.Buy AAPL on earnings dayHave you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has not traded in line with the mantra during earnings seasons.A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to underperform its own two-week average ahead of the earnings release; but then the price tends to spike shortly after the results are published.Figure 2: Median 2-week returns, Earnings vs. non-earnings.Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.Consider seasonalityLooking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.Figure 3: Average monthly returns vs. S&P 500 (seasonality).The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.Don’t forget fundamentals and valueOf course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.I believe that the Cupertno company continues to be one of the best (if not the best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697570734,"gmtCreate":1642545644594,"gmtModify":1642545645091,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697570734","repostId":"2204088464","repostType":4,"isVote":1,"tweetType":1,"viewCount":4640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697662961,"gmtCreate":1642463143883,"gmtModify":1642463145614,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697662961","repostId":"2204077133","repostType":4,"repost":{"id":"2204077133","kind":"news","pubTimestamp":1642462076,"share":"https://www.laohunote.com/m/news/2204077133?lang=zh_CN&edition=full","pubTime":"2022-01-18 07:27","market":"us","language":"en","title":"Earnings Season in Full Swing, Fed Blackout Period: What to Know This Week<blockquote>财报季如火如荼，美联储停工期：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2204077133","media":"Yahoo Finance","summary":"Earnings season is heating up this week.Even with one fewer trading day, markets are closed in obser","content":"<p><div> Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a ...</p><p><blockquote><div>本周财报季正在升温。即使少了一个交易日，市场也会休市以纪念马丁·路德·金纪念日。周一，投资者将从假日周末回来……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Earnings Season in Full Swing, Fed Blackout Period: What to Know This Week<blockquote>财报季如火如荼，美联储停工期：本周须知</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\">\nEarnings Season in Full Swing, Fed Blackout Period: What to Know This Week<blockquote>财报季如火如荼，美联储停工期：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2022-01-18 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a ...</p><p><blockquote><div>本周财报季正在升温。即使少了一个交易日，市场也会休市以纪念马丁·路德·金纪念日。周一，投资者将从假日周末回来……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204077133","content_text":"Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a prolific lineup of fourth quarter reports from market heavyweights such as Goldman Sachs (GS), Proctor & Gamble (PG), Netflix (NFLX) and United Airlines (UAL). The period kicked off in earnest last week with lackluster results from major U.S. banks. JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) were among the financial forms posting less-than-impressive results that dragged on Wall Street and tempered expectations for a strong start to the earnings season.As fourth quarter earnings reports pick up speed, investors will shift their focus from monetary policy to look for signs of relief in company profits and other corporate metrics after economic uncertainty and worries around the Federal Reserve’s pace of interest rate hikes have weighed heavily on markets to start the new year.The S&P 500 is down 2.79% in 2022 so far, while the Dow has lost 1.84%. The Nasdaq has shed a whopping -5.93% year-to-date, with more than one third of companies in the index at least 50% from their 52-week highs, according to Bloomberg data.Earnings season kick into high gear this week. REUTERS/Brendan McDermidBrendan McDermid / reuters“We’ll have to see if earnings season comes to the rescue once again,” Ed Clissold, chief U.S. strategist at Ned Davis, told Bloomberg earlier this week. “Still, earnings revisions over the past several weeks weren’t as strong as other pre-announcement periods last year, which leads us to believe that we may not get those fantastic beat rates.”In the energy and industrials sector, which typically serves as a key driver in fourth quarter results, underlying fundamentals may lack the strength to power markets this earnings season, PNC chief investment officer Amanda Agati told Yahoo Finance Live.“Investors need to be starting to set their expectations a bit lower,” she said. “Not necessarily bearish, but we do think the moderation in terms of growth not only for earnings season going forward, but also for economic growth is really going to be a dominant theme.\"S&P 500 earnings in aggregate were expected to grow 21.7% for the fourth-quarter of 2021, according to recent data from FactSet Research vice president and senior earnings analyst John Butters. That figure would mark a fourth consecutive quarter that earnings growth tops 20%.Industry experts have previously predicted companies in the S&P 500 will report record-high earnings per share in 2022. Butters has pointed out that the bottom-up EPS estimate for the S&P 500 was $222.32 as of last month. If the forecast meets expectations, this would be the highest annual EPS number for the index since FactSet began tracking this metric in 1996.FactSet reported that, on average, analysts have overestimated the final EPS number by 7.2%. Even taking the overestimation into account, the final EPS value of $206.32 for 2022 would still beat previous records.The bottom-up EPS estimate for the S&P 500 is $222.32, a figure that would mark the highest on record, according to FactSet data.FactSet Research vice president and senior earnings analyst john buttersContinued signs of Omicron’s economic impact and increasing indication by the Federal Reserve that it will intervene more aggressively to curb rising inflation, however, continue to dampen the outlook for 2022.“Our expectation is that we're going to have a very solid and robust earnings season,” Schwab Asset Management CEO and CIO Omar Aguilar, though adding that the coming quarters may reflect the toll of Omicron more heavily than fourth quarter numbers.“That being said, we expect the earnings to continue to decelerate — still very robust and in a good place as companies continue to drive to generate free cash flow and generate business,” but we will hear a lot about supply chain disruptions and the potential higher costs in these sectors that may have been transitioned to consumers.\"I think what investors are really focused on is what are these CEOs going to say about two primary things, number one being inflation,\" TD Ameritrade Chief Market Strategist JJ Kinahan told Yahoo Finance Life.\"For the financials, it'll probably be more wage inflation and their ability to retain workers and pay up... and then on the other end of that, for the non-financials, perhaps it's more of whether they can go through supply chain issues, because of COVID or because of the cost of inflation, to deliver goods to their end customers.\"Meanwhile in Washington, Fed policymakers will enter a blackout period this week ahead of the Federal Open Market Committee’s (FOMC) next meeting on Jan. 26. The central bank has been top of mind for investors bracing for interest rate increases and tighter financial conditions that could come as soon as March.In confirmation hearings last week, Fed officials have doubled down on earlier assertions that the central bank is prepared to mitigate inflation through higher interest rates.Federal Reserve Chair Jerome Powell told Congress Tuesday that if the pace of price increases does not settle, policymakers will get more aggressive with raising short-term borrowing costs. In a separate hearing on Thursday, Fed governor and vice chair nominee Lael Brainard pledged to use that \"powerful tool\" — the central bank's benchmark for short-term interest rates called the federal funds rate — to bring inflation down over time.Economic calendarMonday: Markets closed in observance of Martin Luther King Jr. Day; No economic reports scheduled for releaseTuesday: Empire Manufacturing, January (25 expected, 31.9 prior); NAHB Housing Market Index, January (84 expected, 84 prior); Net Long-Term TIC Flows, November ($7,100,000,000 prior); Total Net TIC Flows, November ($143,000,000,000 prior)Wednesday: MBA Mortgage Applications, week ended January 14 (1.4% during prior week); Building Permits, December (1,700,000 expected, 1,712,000 during prior month, upwardly revised to 1,717,000); Building Permits, month-over-month, December (-1.0% expected, 3.6% during prior month, upwardly revised to 3.9%); Housing Starts, December (1,650,000 expected, 1,679,000 during prior month); Housing Starts, month over month, December (-1.7% expected, 11.8% during prior month)Thursday: Initial Jobless Claims, week ended January 15 (220,000 expected, 230,000 during prior week) Continuing Claims, week ended January 15 (1,521,000 expected, 1,559,000 prior week); Philadelphia Fed Business Outlook, January (19.8 expected, 15.4 prior); Existing Home Sales, December (6,410,000 expected, 6,460,000 during prior month); Existing Home Sales, month over month, December (-0.8% expected, 1.9% during prior month);Friday: Leading Index, December (0.8% expected, 1.1% prior)Earnings:Monday: NMarkets closed in observance of Martin Luther King Jr. Day; o reports scheduled for releaseTuesday: Goldman Sachs (GS) before market open, PNC Bank (PNC) before market open, Charles Schwab (SCHW), Bank of New York Mellon (BK) and Truist Financial (TFC) before market open; Interactive Brokers (IBKR), Hunt Transport (JBHT) after market close, Citrix Systems (CTXS)Wednesday: Bank of America (BAC) before market open, Procter & Gamble (PG) before market open, United Health (UNH) before market open, Morgan Stanley (MS) before market open, United Airlines (UAL) after market close, Discover Financial (DFS) after market close, State Street (STT) before market open, Comerica (CMA) before market openThursday: Travelers (TRV) and American Airlines (AAL) and Northern Trust (NTRS) before market open; Netflix (NFLX) at market closeFriday: Schlumberger (SLB), Ally Financial (ALLY)","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697325697,"gmtCreate":1642302521429,"gmtModify":1642302521865,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697325697","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":4108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697916671,"gmtCreate":1642210260505,"gmtModify":1642210260940,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697916671","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":4375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697059536,"gmtCreate":1642172343926,"gmtModify":1642172344362,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697059536","repostId":"1184917752","repostType":4,"repost":{"id":"1184917752","kind":"news","pubTimestamp":1642172035,"share":"https://www.laohunote.com/m/news/1184917752?lang=zh_CN&edition=full","pubTime":"2022-01-14 22:53","market":"us","language":"en","title":"First Republic Bank Q4 Profit Rises, Beats estimates<blockquote>第一共和银行第四季度利润增长，超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184917752","media":"Nasdaq","summary":"(RTTNews) - First Republic Bank (FRC) released earnings for its fourth quarter that increased from t","content":"<p><html><head></head><body>(RTTNews) - First Republic Bank (FRC) released earnings for its fourth quarter that increased from the same period last year and beat the Street estimates.</p><p><blockquote><html><head></head><body>(RTTNews) - 第一共和银行 (FRC) 公布的第四季度收益较去年同期有所增长，并超出了华尔街的预期。</body></html></blockquote></p><p>The company&#39;s bottom line came in at $368 million, or $2.02 per share. This compares with $279 million, or $1.60 per share, in last year&#39;s fourth quarter.</p><p><blockquote>该公司的利润为 3.68 亿美元，即每股 2.02 美元。相比之下，去年第四季度为 2.79 亿美元，即每股 1.60 美元。</blockquote></p><p>Analysts on average had expected the company to earn $1.93 per share, according to figures compiled by Thomson Reuters. Analysts&#39; estimates typically exclude special items.</p><p><blockquote>根据汤森路透汇编的数据，分析师平均预计该公司每股收益为 1.93 美元。分析师的估计通常不包括特殊项目。</blockquote></p><p>First Republic Bank earnings at a glance:</p><p><blockquote>第一共和银行盈利一览：</blockquote></p><p>-Earnings (Q4): $368 Mln. vs. $279 Mln. last year. -EPS (Q4): $2.02 vs. $1.60 last year. -Analyst Estimate: $1.93</p><p><blockquote>-盈利（第四季度）：3.68亿美元。与 2.79 亿美元去年。-每股收益（第四季度）：2.02 美元，去年为 1.60 美元。-分析师估计：1.93 美元</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603171495471","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>First Republic Bank Q4 Profit Rises, Beats estimates<blockquote>第一共和银行第四季度利润增长，超出预期</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\">\nFirst Republic Bank Q4 Profit Rises, Beats estimates<blockquote>第一共和银行第四季度利润增长，超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2022-01-14 22:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>(RTTNews) - First Republic Bank (FRC) released earnings for its fourth quarter that increased from the same period last year and beat the Street estimates.</p><p><blockquote><html><head></head><body>(RTTNews) - 第一共和银行 (FRC) 公布的第四季度收益较去年同期有所增长，并超出了华尔街的预期。</body></html></blockquote></p><p>The company&#39;s bottom line came in at $368 million, or $2.02 per share. This compares with $279 million, or $1.60 per share, in last year&#39;s fourth quarter.</p><p><blockquote>该公司的利润为 3.68 亿美元，即每股 2.02 美元。相比之下，去年第四季度为 2.79 亿美元，即每股 1.60 美元。</blockquote></p><p>Analysts on average had expected the company to earn $1.93 per share, according to figures compiled by Thomson Reuters. Analysts&#39; estimates typically exclude special items.</p><p><blockquote>根据汤森路透汇编的数据，分析师平均预计该公司每股收益为 1.93 美元。分析师的估计通常不包括特殊项目。</blockquote></p><p>First Republic Bank earnings at a glance:</p><p><blockquote>第一共和银行盈利一览：</blockquote></p><p>-Earnings (Q4): $368 Mln. vs. $279 Mln. last year. -EPS (Q4): $2.02 vs. $1.60 last year. -Analyst Estimate: $1.93</p><p><blockquote>-盈利（第四季度）：3.68亿美元。与 2.79 亿美元去年。-每股收益（第四季度）：2.02 美元，去年为 1.60 美元。-分析师估计：1.93 美元</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.nasdaq.com/articles/first-republic-bank-q4-profit-rises-beats-estimates\">Nasdaq</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/first-republic-bank-q4-profit-rises-beats-estimates","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184917752","content_text":"(RTTNews) - First Republic Bank (FRC) released earnings for its fourth quarter that increased from the same period last year and beat the Street estimates.The company's bottom line came in at $368 million, or $2.02 per share. This compares with $279 million, or $1.60 per share, in last year's fourth quarter.Analysts on average had expected the company to earn $1.93 per share, according to figures compiled by Thomson Reuters. Analysts' estimates typically exclude special items.First Republic Bank earnings at a glance:-Earnings (Q4): $368 Mln. vs. $279 Mln. last year. -EPS (Q4): $2.02 vs. $1.60 last year. -Analyst Estimate: $1.93","news_type":1,"symbols_score_info":{"FRC-N":0.9}},"isVote":1,"tweetType":1,"viewCount":3873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694277168,"gmtCreate":1642029546163,"gmtModify":1642029546953,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694277168","repostId":"1116515850","repostType":2,"isVote":1,"tweetType":1,"viewCount":3743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694277996,"gmtCreate":1642029507314,"gmtModify":1642029518221,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694277996","repostId":"1190696876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694600253,"gmtCreate":1641940295216,"gmtModify":1641940295693,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694600253","repostId":"1116515850","repostType":4,"isVote":1,"tweetType":1,"viewCount":3811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694190938,"gmtCreate":1641855268433,"gmtModify":1641855268860,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694190938","repostId":"2202427764","repostType":2,"repost":{"id":"2202427764","kind":"news","pubTimestamp":1641814680,"share":"https://www.laohunote.com/m/news/2202427764?lang=zh_CN&edition=full","pubTime":"2022-01-10 19:38","market":"hk","language":"zh","title":"高盛：将QuantumScape Corp(QS.N)目标价从27美元下调...","url":"https://stock-news.laohu8.com/highlight/detail?id=2202427764","media":"媒体滚动","summary":"高盛：将QuantumScape Corp(QS.N)目标价从27美元下调至23美元。","content":"<html><body><a href=\"https://laohu8.com/S/GS\">高盛</a>：将QuantumScape Corp(QS.N)目标价从27美元下调至23美元。</body></html>","source":"sina_symbol","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>高盛：将QuantumScape Corp(QS.N)目标价从27美元下调...</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n高盛：将QuantumScape Corp(QS.N)目标价从27美元下调...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-01-10/doc-ikyakumx9532051.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛：将QuantumScape Corp(QS.N)目标价从27美元下调至23美元。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-01-10/doc-ikyakumx9532051.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-01-10/doc-ikyakumx9532051.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202427764","content_text":"高盛：将QuantumScape Corp(QS.N)目标价从27美元下调至23美元。","news_type":1,"symbols_score_info":{"QS":1}},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694107711,"gmtCreate":1641855196849,"gmtModify":1641855197338,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694107711","repostId":"1199490797","repostType":4,"repost":{"id":"1199490797","kind":"news","pubTimestamp":1641828722,"share":"https://www.laohunote.com/m/news/1199490797?lang=zh_CN&edition=full","pubTime":"2022-01-10 23:32","market":"us","language":"en","title":"Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490797","media":"Barrons","summary":"Who needs parody cryptocurrency when car stocks are this exciting?","content":"<p><html><head></head><body>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p><blockquote><html><head></head><body>当汽车股如此令人兴奋时，谁还需要模仿加密货币？福特汽车公司、通用汽车公司、特斯拉公司和Rivian公司在今年第一个交易周的价格波动均超过 10%。这是在该集团去年取得一些令人兴奋的收益之后。</body></html></blockquote></p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p><blockquote>从这里预测性能并不容易。我最近与一位分析师交谈过，他表示特斯拉股票（股票代码：TSLA）将达到 1,400 美元，另一位分析师表示将达到 67 美元。你知道他们说什么：有时候你必须同意20倍的不同意见。</blockquote></p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p><blockquote>特斯拉公布第四季度交付量为 308,600 辆，超出预期和自身纪录，周一股价上涨 13.5%。接下来，福特 (F) 周二上涨 11.7%，此前该公司宣布将其首款电动皮卡 F-150 Lightning 的产量提高到每年 15 万辆。</blockquote></p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p><blockquote>本周那个时候，通用汽车 (GM) 的股价已经上涨了 12%，预计其雪佛兰索罗德电动皮卡车将于周三在消费电子展上亮相。但在公告发布当天，股价下跌。也许投资者对交割时间感到失望，或者也许是因为大盘因利率可能比预期更早上升的迹象而下跌。</blockquote></p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p><blockquote>福特和雪佛兰皮卡的共同点是，它们将瞄准穿着完美无瑕的卡哈特夹克的工人和郊区创业者。早期版本的价格将在4万美元和10万美元左右。</blockquote></p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p><blockquote>雪佛兰在电动规格上获胜——更长的电池续航里程和更快的充电速度。但福特在今年春天将其卡车推向市场方面取得了胜利。雪佛兰买家必须等到 2023 年春季才能买到更便宜的卡车，2023 年秋季才能买到装饰精美的卡车。通用汽车还将于 2023 年推出电动雪佛兰运动型多功能车，其中包括起售价为 30,000 美元的 Equinox。</blockquote></p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p><blockquote>皮卡车可能是美国电动汽车普及的关键。去年，电动汽车估计占美国总销量的 4%，高于 2%。但欧洲和中国遥遥领先，渗透率仅为十几岁。到目前为止，美国人对于他们喜欢购买的车辆类型几乎没有电动选择。去年，福特 F-150 一如既往地引领美国新车销量。唯一令人惊讶的是，Ram 1500 皮卡领先于雪佛兰索罗德 1500，位居第二。</blockquote></p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p><blockquote>据所有者 Stellantis (STLA) 称，电动 Ram 要到 2024 年才会问世，该公司是美国、意大利和法国品牌的综合体。初创公司Rivian（RIVN）表示，今年将出货电动皮卡，但上周三，在早期支持者亚马逊（AMZN）表示将向 Ram 订购送货卡车后，该公司股价下跌了 11%。特斯拉的 Cybertruck 去年就已上市，但已被推迟。</blockquote></p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p><blockquote>与此同时，被压抑的汽车需求表明繁荣即将到来。由于去年出现短缺，美国轻型汽车销量估计为 1510 万辆，而疫情爆发前每年接近 1700 万辆。平均交易价格已比大流行前的水平飙升了 30%，激励措施占价格的百分比也处于历史低位。</blockquote></p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p><blockquote>瑞士信贷表示，今年预计销量只会小幅增长，但到明年，当展厅爆满且定价放缓时，销量可能会跃升至 1800 万辆。它补充说，美国的电动汽车渗透率今年将再次翻一番，达到 8%，到 2030 年将达到 50%。</blockquote></p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p><blockquote>传统汽车制造商面临的一个风险是，他们将停滞不前——他们目前必须增加利润率较低的电动汽车，以抵消高利润率汽油车型即将出现的损失。</blockquote></p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p><blockquote>另一方面，汽车制造商可以在客户愿意转向电动汽车之前，将产能从汽油车转移到电动汽车。正如摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）所说，这可能会使汽油车的价格和利润率居高不下，从而造成一段漫长而利润丰厚的 “告别之旅”。</blockquote></p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p><blockquote>估值似乎要求不高。尽管去年的价格翻了一番，但福特的盈利仍是预期的 12 倍。通用汽车的销量是原来的九倍。</blockquote></p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p><blockquote>特斯拉的看涨理由是，它将在汽车和邻近市场大展身手。杰富瑞 (Jefferies) 负责该股的 Philippe Houchois 认为，该股较近期水平上涨 35%，至 1,400 美元。他说，特斯拉在制造质量和表面处理等方面落后于传统竞争对手，但这些都是可以解决的问题。它在软件、电池和自主性方面处于领先地位，这些都是持久的优势。他认为特斯拉正在利用软件来扩展车辆的实用性和利润潜力。</blockquote></p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p><blockquote>大多数版本的特斯拉贝尔案例都假设该公司在汽车领域会表现出色，但还不足以证明其超过 1 万亿美元的市值是合理的。例如，摩根大通（J.P. Morgan）的 Ryan Brinkman 评级，他将 295 美元的目标价定为 “并不慷慨”，尽管这意味着股价将暴跌 70%，因为特斯拉的估值略高于世界领先的丰田汽车（TM），尽管丰田汽车目前的产量只有丰田汽车的十分之一。</blockquote></p><p></p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p><blockquote>然后是戈登-约翰逊。在开始 GLJ Research 之前，他曾在大型投资银行工作，在那里他研究了 20 只股票。他看好铀股，看跌大麻，但他说，大家只想谈论他对特斯拉的 67 美元目标价。“他说：”我收到了死亡威胁。“现在，当我有未知评级时，我甚至不接电话。”</blockquote></p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p><blockquote>在约翰逊看来，没有理由认为特斯拉会在邻近业务中表现出色。“他说：”你可以拿麦当劳来说，他们将开始销售耐克鞋、椅子和钢琴，然后增加这些估值。在汽车方面，他计算出股价意味着任何汽车制造商都无法实现的产量增长。“他说：”卖车不是卖 iPhone 或衬衫。</blockquote></p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p><p><blockquote>如果说特斯拉三年内近 1400% 的股价涨幅动摇了约翰逊的信心，那么约翰逊的信心并没有显现出来。在向我介绍了他的估值模型后，他说他担心他的目标价可能太高。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</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\">\nIs Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-10 23:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p><blockquote><html><head></head><body>当汽车股如此令人兴奋时，谁还需要模仿加密货币？福特汽车公司、通用汽车公司、特斯拉公司和Rivian公司在今年第一个交易周的价格波动均超过 10%。这是在该集团去年取得一些令人兴奋的收益之后。</body></html></blockquote></p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p><blockquote>从这里预测性能并不容易。我最近与一位分析师交谈过，他表示特斯拉股票（股票代码：TSLA）将达到 1,400 美元，另一位分析师表示将达到 67 美元。你知道他们说什么：有时候你必须同意20倍的不同意见。</blockquote></p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p><blockquote>特斯拉公布第四季度交付量为 308,600 辆，超出预期和自身纪录，周一股价上涨 13.5%。接下来，福特 (F) 周二上涨 11.7%，此前该公司宣布将其首款电动皮卡 F-150 Lightning 的产量提高到每年 15 万辆。</blockquote></p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p><blockquote>本周那个时候，通用汽车 (GM) 的股价已经上涨了 12%，预计其雪佛兰索罗德电动皮卡车将于周三在消费电子展上亮相。但在公告发布当天，股价下跌。也许投资者对交割时间感到失望，或者也许是因为大盘因利率可能比预期更早上升的迹象而下跌。</blockquote></p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p><blockquote>福特和雪佛兰皮卡的共同点是，它们将瞄准穿着完美无瑕的卡哈特夹克的工人和郊区创业者。早期版本的价格将在4万美元和10万美元左右。</blockquote></p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p><blockquote>雪佛兰在电动规格上获胜——更长的电池续航里程和更快的充电速度。但福特在今年春天将其卡车推向市场方面取得了胜利。雪佛兰买家必须等到 2023 年春季才能买到更便宜的卡车，2023 年秋季才能买到装饰精美的卡车。通用汽车还将于 2023 年推出电动雪佛兰运动型多功能车，其中包括起售价为 30,000 美元的 Equinox。</blockquote></p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p><blockquote>皮卡车可能是美国电动汽车普及的关键。去年，电动汽车估计占美国总销量的 4%，高于 2%。但欧洲和中国遥遥领先，渗透率仅为十几岁。到目前为止，美国人对于他们喜欢购买的车辆类型几乎没有电动选择。去年，福特 F-150 一如既往地引领美国新车销量。唯一令人惊讶的是，Ram 1500 皮卡领先于雪佛兰索罗德 1500，位居第二。</blockquote></p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p><blockquote>据所有者 Stellantis (STLA) 称，电动 Ram 要到 2024 年才会问世，该公司是美国、意大利和法国品牌的综合体。初创公司Rivian（RIVN）表示，今年将出货电动皮卡，但上周三，在早期支持者亚马逊（AMZN）表示将向 Ram 订购送货卡车后，该公司股价下跌了 11%。特斯拉的 Cybertruck 去年就已上市，但已被推迟。</blockquote></p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p><blockquote>与此同时，被压抑的汽车需求表明繁荣即将到来。由于去年出现短缺，美国轻型汽车销量估计为 1510 万辆，而疫情爆发前每年接近 1700 万辆。平均交易价格已比大流行前的水平飙升了 30%，激励措施占价格的百分比也处于历史低位。</blockquote></p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p><blockquote>瑞士信贷表示，今年预计销量只会小幅增长，但到明年，当展厅爆满且定价放缓时，销量可能会跃升至 1800 万辆。它补充说，美国的电动汽车渗透率今年将再次翻一番，达到 8%，到 2030 年将达到 50%。</blockquote></p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p><blockquote>传统汽车制造商面临的一个风险是，他们将停滞不前——他们目前必须增加利润率较低的电动汽车，以抵消高利润率汽油车型即将出现的损失。</blockquote></p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p><blockquote>另一方面，汽车制造商可以在客户愿意转向电动汽车之前，将产能从汽油车转移到电动汽车。正如摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）所说，这可能会使汽油车的价格和利润率居高不下，从而造成一段漫长而利润丰厚的 “告别之旅”。</blockquote></p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p><blockquote>估值似乎要求不高。尽管去年的价格翻了一番，但福特的盈利仍是预期的 12 倍。通用汽车的销量是原来的九倍。</blockquote></p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p><blockquote>特斯拉的看涨理由是，它将在汽车和邻近市场大展身手。杰富瑞 (Jefferies) 负责该股的 Philippe Houchois 认为，该股较近期水平上涨 35%，至 1,400 美元。他说，特斯拉在制造质量和表面处理等方面落后于传统竞争对手，但这些都是可以解决的问题。它在软件、电池和自主性方面处于领先地位，这些都是持久的优势。他认为特斯拉正在利用软件来扩展车辆的实用性和利润潜力。</blockquote></p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p><blockquote>大多数版本的特斯拉贝尔案例都假设该公司在汽车领域会表现出色，但还不足以证明其超过 1 万亿美元的市值是合理的。例如，摩根大通（J.P. Morgan）的 Ryan Brinkman 评级，他将 295 美元的目标价定为 “并不慷慨”，尽管这意味着股价将暴跌 70%，因为特斯拉的估值略高于世界领先的丰田汽车（TM），尽管丰田汽车目前的产量只有丰田汽车的十分之一。</blockquote></p><p></p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p><blockquote>然后是戈登-约翰逊。在开始 GLJ Research 之前，他曾在大型投资银行工作，在那里他研究了 20 只股票。他看好铀股，看跌大麻，但他说，大家只想谈论他对特斯拉的 67 美元目标价。“他说：”我收到了死亡威胁。“现在，当我有未知评级时，我甚至不接电话。”</blockquote></p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p><blockquote>在约翰逊看来，没有理由认为特斯拉会在邻近业务中表现出色。“他说：”你可以拿麦当劳来说，他们将开始销售耐克鞋、椅子和钢琴，然后增加这些估值。在汽车方面，他计算出股价意味着任何汽车制造商都无法实现的产量增长。“他说：”卖车不是卖 iPhone 或衬衫。</blockquote></p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p><p><blockquote>如果说特斯拉三年内近 1400% 的股价涨幅动摇了约翰逊的信心，那么约翰逊的信心并没有显现出来。在向我介绍了他的估值模型后，他说他担心他的目标价可能太高。</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.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc.","GM":"通用汽车","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199490797","content_text":"Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.","news_type":1,"symbols_score_info":{"RIVN":0.9,"TSLA":0.9,"F":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694379981,"gmtCreate":1641832245785,"gmtModify":1641832246199,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694379981","repostId":"1199490797","repostType":4,"repost":{"id":"1199490797","kind":"news","pubTimestamp":1641828722,"share":"https://www.laohunote.com/m/news/1199490797?lang=zh_CN&edition=full","pubTime":"2022-01-10 23:32","market":"us","language":"en","title":"Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490797","media":"Barrons","summary":"Who needs parody cryptocurrency when car stocks are this exciting?","content":"<p><html><head></head><body>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p><blockquote><html><head></head><body>当汽车股如此令人兴奋时，谁还需要模仿加密货币？福特汽车公司、通用汽车公司、特斯拉公司和Rivian公司在今年第一个交易周的价格波动均超过 10%。这是在该集团去年取得一些令人兴奋的收益之后。</body></html></blockquote></p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p><blockquote>从这里预测性能并不容易。我最近与一位分析师交谈过，他表示特斯拉股票（股票代码：TSLA）将达到 1,400 美元，另一位分析师表示将达到 67 美元。你知道他们说什么：有时候你必须同意20倍的不同意见。</blockquote></p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p><blockquote>特斯拉公布第四季度交付量为 308,600 辆，超出预期和自身纪录，周一股价上涨 13.5%。接下来，福特 (F) 周二上涨 11.7%，此前该公司宣布将其首款电动皮卡 F-150 Lightning 的产量提高到每年 15 万辆。</blockquote></p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p><blockquote>本周那个时候，通用汽车 (GM) 的股价已经上涨了 12%，预计其雪佛兰索罗德电动皮卡车将于周三在消费电子展上亮相。但在公告发布当天，股价下跌。也许投资者对交割时间感到失望，或者也许是因为大盘因利率可能比预期更早上升的迹象而下跌。</blockquote></p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p><blockquote>福特和雪佛兰皮卡的共同点是，它们将瞄准穿着完美无瑕的卡哈特夹克的工人和郊区创业者。早期版本的价格将在4万美元和10万美元左右。</blockquote></p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p><blockquote>雪佛兰在电动规格上获胜——更长的电池续航里程和更快的充电速度。但福特在今年春天将其卡车推向市场方面取得了胜利。雪佛兰买家必须等到 2023 年春季才能买到更便宜的卡车，2023 年秋季才能买到装饰精美的卡车。通用汽车还将于 2023 年推出电动雪佛兰运动型多功能车，其中包括起售价为 30,000 美元的 Equinox。</blockquote></p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p><blockquote>皮卡车可能是美国电动汽车普及的关键。去年，电动汽车估计占美国总销量的 4%，高于 2%。但欧洲和中国遥遥领先，渗透率仅为十几岁。到目前为止，美国人对于他们喜欢购买的车辆类型几乎没有电动选择。去年，福特 F-150 一如既往地引领美国新车销量。唯一令人惊讶的是，Ram 1500 皮卡领先于雪佛兰索罗德 1500，位居第二。</blockquote></p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p><blockquote>据所有者 Stellantis (STLA) 称，电动 Ram 要到 2024 年才会问世，该公司是美国、意大利和法国品牌的综合体。初创公司Rivian（RIVN）表示，今年将出货电动皮卡，但上周三，在早期支持者亚马逊（AMZN）表示将向 Ram 订购送货卡车后，该公司股价下跌了 11%。特斯拉的 Cybertruck 去年就已上市，但已被推迟。</blockquote></p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p><blockquote>与此同时，被压抑的汽车需求表明繁荣即将到来。由于去年出现短缺，美国轻型汽车销量估计为 1510 万辆，而疫情爆发前每年接近 1700 万辆。平均交易价格已比大流行前的水平飙升了 30%，激励措施占价格的百分比也处于历史低位。</blockquote></p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p><blockquote>瑞士信贷表示，今年预计销量只会小幅增长，但到明年，当展厅爆满且定价放缓时，销量可能会跃升至 1800 万辆。它补充说，美国的电动汽车渗透率今年将再次翻一番，达到 8%，到 2030 年将达到 50%。</blockquote></p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p><blockquote>传统汽车制造商面临的一个风险是，他们将停滞不前——他们目前必须增加利润率较低的电动汽车，以抵消高利润率汽油车型即将出现的损失。</blockquote></p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p><blockquote>另一方面，汽车制造商可以在客户愿意转向电动汽车之前，将产能从汽油车转移到电动汽车。正如摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）所说，这可能会使汽油车的价格和利润率居高不下，从而造成一段漫长而利润丰厚的 “告别之旅”。</blockquote></p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p><blockquote>估值似乎要求不高。尽管去年的价格翻了一番，但福特的盈利仍是预期的 12 倍。通用汽车的销量是原来的九倍。</blockquote></p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p><blockquote>特斯拉的看涨理由是，它将在汽车和邻近市场大展身手。杰富瑞 (Jefferies) 负责该股的 Philippe Houchois 认为，该股较近期水平上涨 35%，至 1,400 美元。他说，特斯拉在制造质量和表面处理等方面落后于传统竞争对手，但这些都是可以解决的问题。它在软件、电池和自主性方面处于领先地位，这些都是持久的优势。他认为特斯拉正在利用软件来扩展车辆的实用性和利润潜力。</blockquote></p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p><blockquote>大多数版本的特斯拉贝尔案例都假设该公司在汽车领域会表现出色，但还不足以证明其超过 1 万亿美元的市值是合理的。例如，摩根大通（J.P. Morgan）的 Ryan Brinkman 评级，他将 295 美元的目标价定为 “并不慷慨”，尽管这意味着股价将暴跌 70%，因为特斯拉的估值略高于世界领先的丰田汽车（TM），尽管丰田汽车目前的产量只有丰田汽车的十分之一。</blockquote></p><p></p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p><blockquote>然后是戈登-约翰逊。在开始 GLJ Research 之前，他曾在大型投资银行工作，在那里他研究了 20 只股票。他看好铀股，看跌大麻，但他说，大家只想谈论他对特斯拉的 67 美元目标价。“他说：”我收到了死亡威胁。“现在，当我有未知评级时，我甚至不接电话。”</blockquote></p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p><blockquote>在约翰逊看来，没有理由认为特斯拉会在邻近业务中表现出色。“他说：”你可以拿麦当劳来说，他们将开始销售耐克鞋、椅子和钢琴，然后增加这些估值。在汽车方面，他计算出股价意味着任何汽车制造商都无法实现的产量增长。“他说：”卖车不是卖 iPhone 或衬衫。</blockquote></p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p><p><blockquote>如果说特斯拉三年内近 1400% 的股价涨幅动摇了约翰逊的信心，那么约翰逊的信心并没有显现出来。在向我介绍了他的估值模型后，他说他担心他的目标价可能太高。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</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\">\nIs Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky<blockquote>特斯拉股价将达到 1,400 美元还是 67 美元？为什么预测汽车制造商的业绩很棘手</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-10 23:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p><blockquote><html><head></head><body>当汽车股如此令人兴奋时，谁还需要模仿加密货币？福特汽车公司、通用汽车公司、特斯拉公司和Rivian公司在今年第一个交易周的价格波动均超过 10%。这是在该集团去年取得一些令人兴奋的收益之后。</body></html></blockquote></p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p><blockquote>从这里预测性能并不容易。我最近与一位分析师交谈过，他表示特斯拉股票（股票代码：TSLA）将达到 1,400 美元，另一位分析师表示将达到 67 美元。你知道他们说什么：有时候你必须同意20倍的不同意见。</blockquote></p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p><blockquote>特斯拉公布第四季度交付量为 308,600 辆，超出预期和自身纪录，周一股价上涨 13.5%。接下来，福特 (F) 周二上涨 11.7%，此前该公司宣布将其首款电动皮卡 F-150 Lightning 的产量提高到每年 15 万辆。</blockquote></p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p><blockquote>本周那个时候，通用汽车 (GM) 的股价已经上涨了 12%，预计其雪佛兰索罗德电动皮卡车将于周三在消费电子展上亮相。但在公告发布当天，股价下跌。也许投资者对交割时间感到失望，或者也许是因为大盘因利率可能比预期更早上升的迹象而下跌。</blockquote></p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p><blockquote>福特和雪佛兰皮卡的共同点是，它们将瞄准穿着完美无瑕的卡哈特夹克的工人和郊区创业者。早期版本的价格将在4万美元和10万美元左右。</blockquote></p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p><blockquote>雪佛兰在电动规格上获胜——更长的电池续航里程和更快的充电速度。但福特在今年春天将其卡车推向市场方面取得了胜利。雪佛兰买家必须等到 2023 年春季才能买到更便宜的卡车，2023 年秋季才能买到装饰精美的卡车。通用汽车还将于 2023 年推出电动雪佛兰运动型多功能车，其中包括起售价为 30,000 美元的 Equinox。</blockquote></p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p><blockquote>皮卡车可能是美国电动汽车普及的关键。去年，电动汽车估计占美国总销量的 4%，高于 2%。但欧洲和中国遥遥领先，渗透率仅为十几岁。到目前为止，美国人对于他们喜欢购买的车辆类型几乎没有电动选择。去年，福特 F-150 一如既往地引领美国新车销量。唯一令人惊讶的是，Ram 1500 皮卡领先于雪佛兰索罗德 1500，位居第二。</blockquote></p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p><blockquote>据所有者 Stellantis (STLA) 称，电动 Ram 要到 2024 年才会问世，该公司是美国、意大利和法国品牌的综合体。初创公司Rivian（RIVN）表示，今年将出货电动皮卡，但上周三，在早期支持者亚马逊（AMZN）表示将向 Ram 订购送货卡车后，该公司股价下跌了 11%。特斯拉的 Cybertruck 去年就已上市，但已被推迟。</blockquote></p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p><blockquote>与此同时，被压抑的汽车需求表明繁荣即将到来。由于去年出现短缺，美国轻型汽车销量估计为 1510 万辆，而疫情爆发前每年接近 1700 万辆。平均交易价格已比大流行前的水平飙升了 30%，激励措施占价格的百分比也处于历史低位。</blockquote></p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p><blockquote>瑞士信贷表示，今年预计销量只会小幅增长，但到明年，当展厅爆满且定价放缓时，销量可能会跃升至 1800 万辆。它补充说，美国的电动汽车渗透率今年将再次翻一番，达到 8%，到 2030 年将达到 50%。</blockquote></p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p><blockquote>传统汽车制造商面临的一个风险是，他们将停滞不前——他们目前必须增加利润率较低的电动汽车，以抵消高利润率汽油车型即将出现的损失。</blockquote></p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p><blockquote>另一方面，汽车制造商可以在客户愿意转向电动汽车之前，将产能从汽油车转移到电动汽车。正如摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）所说，这可能会使汽油车的价格和利润率居高不下，从而造成一段漫长而利润丰厚的 “告别之旅”。</blockquote></p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p><blockquote>估值似乎要求不高。尽管去年的价格翻了一番，但福特的盈利仍是预期的 12 倍。通用汽车的销量是原来的九倍。</blockquote></p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p><blockquote>特斯拉的看涨理由是，它将在汽车和邻近市场大展身手。杰富瑞 (Jefferies) 负责该股的 Philippe Houchois 认为，该股较近期水平上涨 35%，至 1,400 美元。他说，特斯拉在制造质量和表面处理等方面落后于传统竞争对手，但这些都是可以解决的问题。它在软件、电池和自主性方面处于领先地位，这些都是持久的优势。他认为特斯拉正在利用软件来扩展车辆的实用性和利润潜力。</blockquote></p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p><blockquote>大多数版本的特斯拉贝尔案例都假设该公司在汽车领域会表现出色，但还不足以证明其超过 1 万亿美元的市值是合理的。例如，摩根大通（J.P. Morgan）的 Ryan Brinkman 评级，他将 295 美元的目标价定为 “并不慷慨”，尽管这意味着股价将暴跌 70%，因为特斯拉的估值略高于世界领先的丰田汽车（TM），尽管丰田汽车目前的产量只有丰田汽车的十分之一。</blockquote></p><p></p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p><blockquote>然后是戈登-约翰逊。在开始 GLJ Research 之前，他曾在大型投资银行工作，在那里他研究了 20 只股票。他看好铀股，看跌大麻，但他说，大家只想谈论他对特斯拉的 67 美元目标价。“他说：”我收到了死亡威胁。“现在，当我有未知评级时，我甚至不接电话。”</blockquote></p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p><blockquote>在约翰逊看来，没有理由认为特斯拉会在邻近业务中表现出色。“他说：”你可以拿麦当劳来说，他们将开始销售耐克鞋、椅子和钢琴，然后增加这些估值。在汽车方面，他计算出股价意味着任何汽车制造商都无法实现的产量增长。“他说：”卖车不是卖 iPhone 或衬衫。</blockquote></p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p><p><blockquote>如果说特斯拉三年内近 1400% 的股价涨幅动摇了约翰逊的信心，那么约翰逊的信心并没有显现出来。在向我介绍了他的估值模型后，他说他担心他的目标价可能太高。</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.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc.","GM":"通用汽车","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199490797","content_text":"Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.","news_type":1,"symbols_score_info":{"RIVN":0.9,"TSLA":0.9,"F":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694012945,"gmtCreate":1641695125876,"gmtModify":1641697145985,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694012945","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohunote.com/m/news/1119680947?lang=zh_CN&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是遥遥领先的CRM公司。</li><li>该公司通过许多收购来加强其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce 的资产负债表上有 90 亿美元现金，并且正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买 Salesforce 股票的时机。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce（CRM）显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购方面表现出了强劲的执行力。该股也未能幸免于持续的科技抛售，并且在过去几年中表现令人失望。CRM 看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是抢购该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股票价格</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM 发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前股价低于每股 230 美元，糟糕的价格表现可能为该公司创造了买入机会，该公司应该被认为是科技领域质量较高的公司之一。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM 是客户关系管理领域的领导者（因此是股票代码），因为它建立了完整的产品组合来帮助客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理是一个至关重要的角色，因为它有助于确保您可以保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM的市场份额领先优势稳步扩大。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&amp;A的强烈意愿加速了其创新。虽然一些投资者在汇总策略方面持谨慎态度，这是可以理解的，但CRM即使在收购这些资产多年后也表现出了令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>另一方面，上面的幻灯片应该提供实质性的理由，说明为什么科技股在过去多年中享有溢价倍数，因为它们作为外卖候选者保持着超额价值，这需要反映在它们的股价中。多年来，CRM不断寻找方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM 积极投资于增长，这体现在研发费用的增加上，自然会抑制其营业利润率。我认为 CRM 积极的收购策略表明了投资者对未来科技行业的预期，因为像 CRM 这样的大公司已经表明，即使要支付高价，收购也能证明是有利可图的。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM 股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技抛售之后，CRM 的交易价格不到销售额的 9 倍。华尔街预计未来 5 年经济增长将缓慢放缓至 15% 左右。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM 在这里看起来非常值得购买，但由于几乎所有科技股都已经大幅下跌，因此考虑 CRM 是否是科技股中的最佳选择非常重要。我们可以在下面看到，在我的报道范围内，大多数科技股现在都在闪烁买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳品种宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有 90 亿美元的现金，并且有着强劲的执行力记录。再加上 CRM 还产生了近 20% 的非 GAAP 营业利润率，尽管平均增长率可以说是平均的，但该股符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计 CRM 的长期净利润率将在 40% 左右。假设市盈率（PEG）为 1.5 倍，我可以预见 2030 年 CRM 的交易价格为 7 倍，股价为 650 美元，年化回报率为 12.5%。实际回报将根据实际增长率、年度收益的使用和最终收益倍数而有所不同。12.5% 的预计回报率应该足以跑赢市场，而且 CRM 的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预计回报远高于此，尽管风险更高。虽然我将 CRM 评级为买入，但我强调该行业其他地方还有更有吸引力的买入机会。</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>Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</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\">\nTech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落，Salesforce 分析</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\">2022-01-09 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是遥遥领先的CRM公司。</li><li>该公司通过许多收购来加强其投资组合，这些收购至今仍在继续获得回报。</li><li>Salesforce 的资产负债表上有 90 亿美元现金，并且正在产生充足的自由现金流。</li><li>随着科技股下跌，我评估现在是否是购买 Salesforce 股票的时机。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce（CRM）显然做的一切都是正确的。该公司保持了较高的增长率，产生了可观的现金流，保持了强劲的资产负债表，并在收购方面表现出了强劲的执行力。该股也未能幸免于持续的科技抛售，并且在过去几年中表现令人失望。CRM 看起来像是一家正在形成的未来大型科技巨头，我正在评估现在是否是抢购该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股票价格</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下，CRM 发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前股价低于每股 230 美元，糟糕的价格表现可能为该公司创造了买入机会，该公司应该被认为是科技领域质量较高的公司之一。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM 是客户关系管理领域的领导者（因此是股票代码），因为它建立了完整的产品组合来帮助客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理是一个至关重要的角色，因为它有助于确保您可以保持现有的客户关系。由于对创新和云优先战略的持续投资，CRM的市场份额领先优势稳步扩大。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&amp;A的强烈意愿加速了其创新。虽然一些投资者在汇总策略方面持谨慎态度，这是可以理解的，但CRM即使在收购这些资产多年后也表现出了令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>另一方面，上面的幻灯片应该提供实质性的理由，说明为什么科技股在过去多年中享有溢价倍数，因为它们作为外卖候选者保持着超额价值，这需要反映在它们的股价中。多年来，CRM不断寻找方法来维持其20%以上的增长轨迹，同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样，CRM 积极投资于增长，这体现在研发费用的增加上，自然会抑制其营业利润率。我认为 CRM 积极的收购策略表明了投资者对未来科技行业的预期，因为像 CRM 这样的大公司已经表明，即使要支付高价，收购也能证明是有利可图的。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM 股票是买入、卖出还是持有？</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技抛售之后，CRM 的交易价格不到销售额的 9 倍。华尔街预计未来 5 年经济增长将缓慢放缓至 15% 左右。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM 在这里看起来非常值得购买，但由于几乎所有科技股都已经大幅下跌，因此考虑 CRM 是否是科技股中的最佳选择非常重要。我们可以在下面看到，在我的报道范围内，大多数科技股现在都在闪烁买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳品种宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合，资产负债表上有 90 亿美元的现金，并且有着强劲的执行力记录。再加上 CRM 还产生了近 20% 的非 GAAP 营业利润率，尽管平均增长率可以说是平均的，但该股符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计 CRM 的长期净利润率将在 40% 左右。假设市盈率（PEG）为 1.5 倍，我可以预见 2030 年 CRM 的交易价格为 7 倍，股价为 650 美元，年化回报率为 12.5%。实际回报将根据实际增长率、年度收益的使用和最终收益倍数而有所不同。12.5% 的预计回报率应该足以跑赢市场，而且 CRM 的风险状况较低，使回报看起来很有吸引力。然而，科技行业有许多同行提供的预计回报远高于此，尽管风险更高。虽然我将 CRM 评级为买入，但我强调该行业其他地方还有更有吸引力的买入机会。</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://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">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":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694092113,"gmtCreate":1641662743635,"gmtModify":1641662745520,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695855709","repostId":"2201255535","repostType":4,"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695318625,"gmtCreate":1641336360579,"gmtModify":1641336360982,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695318625","repostId":"1176338665","repostType":4,"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695318974,"gmtCreate":1641336297824,"gmtModify":1641336298223,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582025954833628","idStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695318974","repostId":"1176338665","repostType":4,"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":181110307,"gmtCreate":1623377893509,"gmtModify":1634033995917,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582025954833628","authorIdStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Please help to comment and response,&nbsp; thks","listText":"Please help to comment and response,&nbsp; thks","text":"Please help to comment and response, thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/181110307","repostId":"1184070773","repostType":4,"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828880228,"gmtCreate":1633885442758,"gmtModify":1633885442959,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582025954833628","authorIdStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Please comment and like","listText":"Please comment and like","text":"Please comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828880228","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897779355,"gmtCreate":1628990576077,"gmtModify":1633688171374,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582025954833628","authorIdStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/897779355","repostId":"1183084208","repostType":4,"repost":{"id":"1183084208","kind":"news","pubTimestamp":1628990015,"share":"https://www.laohunote.com/m/news/1183084208?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:13","market":"us","language":"en","title":"Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183084208","media":"Barrons","summary":"Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respective","content":"<p>Home Depot&nbsp;and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.</p><p><blockquote>家得宝（Home Depot）和劳氏（Lowe's）将分别于周二和周三公布第二季度财报，这对家装零售商来说是一个在房地产市场强劲的情况下扩大年初至今收益的机会。</blockquote></p><p> The pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the&nbsp;white-hot housing market, comments from management about continuing strength would likely bolster the stocks.</p><p><blockquote>疫情对该行业来说是一个福音，因为美国人在新房和家居装修上的支出越来越多，股市也从走强走强。尽管鉴于房地产市场白热化，投资者已经习惯了这些公司的强劲表现，但管理层关于持续走强的评论可能会提振股市。</blockquote></p><p> Home Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.<i>Barron’s</i>&nbsp;named Lowe’s Marvin Ellison to its&nbsp;Best CEOs list&nbsp;earlier this summer. The stock is up a market-beating 24% since&nbsp;we recommended it in March.</p><p><blockquote>家得宝 (HD) 今年迄今上涨了 25%，过去 12 个月上涨了 18% 以上。劳氏在 2021 年上涨了 18% 以上，去年上涨了 23%。<i>巴伦</i>今年夏天早些时候，劳氏的马文-埃里森（Marvin Ellison）入选了其最佳首席执行官名单。自我们 3 月份推荐该股以来，该股已上涨 24%，跑赢大盘。</blockquote></p><p> Both companies delivered better-than-expected first-quarter results in May, although&nbsp;Home Depot shares&nbsp;got a boost while&nbsp;Lowe’s stock slipped.</p><p><blockquote>两家公司在 5 月份公布的第一季度业绩均好于预期，不过家得宝股价上涨，而劳氏股价下滑。</blockquote></p><p> For the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.</p><p><blockquote>分析师预计家得宝第二季度每股收益为 4.43 美元，营收为 405.7 亿美元，高于上一季度每股收益 3.86 美元和去年同期每股收益 4.02 美元。Lowe's 的一致评级为每股收益 4 美元，营收 267.9 亿美元，高于上一季度的每股收益 3.21 美元和去年同期的 3.75 美元。</blockquote></p><p> The Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.</p><p><blockquote>华尔街总体上对家装零售商持乐观态度。FactSet 追踪的 34 名家得宝分析师中，超过三分之二的人将其评级为买入或同等评级，而 29% 的人持观望态度。有一个卖出评级。</blockquote></p><p> Lowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.</p><p><blockquote>劳氏更受欢迎，33 位分析师中有 79% 看好劳氏，18% 看好劳氏，只有一位看跌看涨期权。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</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\">\nHome Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Home Depot&nbsp;and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.</p><p><blockquote>家得宝（Home Depot）和劳氏（Lowe's）将分别于周二和周三公布第二季度财报，这对家装零售商来说是一个在房地产市场强劲的情况下扩大年初至今收益的机会。</blockquote></p><p> The pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the&nbsp;white-hot housing market, comments from management about continuing strength would likely bolster the stocks.</p><p><blockquote>疫情对该行业来说是一个福音，因为美国人在新房和家居装修上的支出越来越多，股市也从走强走强。尽管鉴于房地产市场白热化，投资者已经习惯了这些公司的强劲表现，但管理层关于持续走强的评论可能会提振股市。</blockquote></p><p> Home Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.<i>Barron’s</i>&nbsp;named Lowe’s Marvin Ellison to its&nbsp;Best CEOs list&nbsp;earlier this summer. The stock is up a market-beating 24% since&nbsp;we recommended it in March.</p><p><blockquote>家得宝 (HD) 今年迄今上涨了 25%，过去 12 个月上涨了 18% 以上。劳氏在 2021 年上涨了 18% 以上，去年上涨了 23%。<i>巴伦</i>今年夏天早些时候，劳氏的马文-埃里森（Marvin Ellison）入选了其最佳首席执行官名单。自我们 3 月份推荐该股以来，该股已上涨 24%，跑赢大盘。</blockquote></p><p> Both companies delivered better-than-expected first-quarter results in May, although&nbsp;Home Depot shares&nbsp;got a boost while&nbsp;Lowe’s stock slipped.</p><p><blockquote>两家公司在 5 月份公布的第一季度业绩均好于预期，不过家得宝股价上涨，而劳氏股价下滑。</blockquote></p><p> For the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.</p><p><blockquote>分析师预计家得宝第二季度每股收益为 4.43 美元，营收为 405.7 亿美元，高于上一季度每股收益 3.86 美元和去年同期每股收益 4.02 美元。Lowe's 的一致评级为每股收益 4 美元，营收 267.9 亿美元，高于上一季度的每股收益 3.21 美元和去年同期的 3.75 美元。</blockquote></p><p> The Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.</p><p><blockquote>华尔街总体上对家装零售商持乐观态度。FactSet 追踪的 34 名家得宝分析师中，超过三分之二的人将其评级为买入或同等评级，而 29% 的人持观望态度。有一个卖出评级。</blockquote></p><p> Lowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.</p><p><blockquote>劳氏更受欢迎，33 位分析师中有 79% 看好劳氏，18% 看好劳氏，只有一位看跌看涨期权。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/southwest-delta-coronavirus-covid-earnings-51628708280\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOW":"劳氏","HD":"家得宝"},"source_url":"https://www.barrons.com/articles/southwest-delta-coronavirus-covid-earnings-51628708280","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183084208","content_text":"Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.\nThe pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the white-hot housing market, comments from management about continuing strength would likely bolster the stocks.\nHome Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.Barron’s named Lowe’s Marvin Ellison to its Best CEOs list earlier this summer. The stock is up a market-beating 24% since we recommended it in March.\nBoth companies delivered better-than-expected first-quarter results in May, although Home Depot shares got a boost while Lowe’s stock slipped.\nFor the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.\nThe Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.\nLowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.","news_type":1,"symbols_score_info":{"LOW":0.9,"HD":0.9}},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174432543,"gmtCreate":1627123518982,"gmtModify":1633767784839,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582025954833628","authorIdStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Please help to comment and response and like&nbsp;","listText":"Please help to comment and response and like&nbsp;","text":"Please help to comment and response and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/174432543","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://www.laohunote.com/m/news/1191636755?lang=zh_CN&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将发布，投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克（Elon Musk）来说，有很多移动部件，甚至比平时还要多。不过，判断股票是上涨还是下跌应该并不难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>电动汽车先锋将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称，华尔街希望特斯拉在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素会影响底线收益--全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元，在接下来的三个月内，该股股价翻了一番多，达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停，股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度是特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后，多头和空头之间关于财报质量的争论应该会层出不穷。例如，特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元，帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将出售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加，但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱，也可能会有人质疑。马斯克本周在推特上表示，特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该在定于下午 5:30 举行的财报电话会议上提出。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约 9%，落后于标准普尔 500 指数和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此，特斯拉股价仍表现强劲，过去 12 个月上涨了约 112%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.<blockquote>特斯拉的收益即将到来。这是一个重要的数字。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-24 07:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p><p><blockquote>特斯拉第二季度财报即将发布，投资者应该为一份可能非常复杂的报告做好准备。</blockquote></p><p> There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p><p><blockquote>对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克（Elon Musk）来说，有很多移动部件，甚至比平时还要多。不过，判断股票是上涨还是下跌应该并不难。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>电动汽车先锋将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称，华尔街希望特斯拉在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>有很多因素会影响底线收益--全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元，在接下来的三个月内，该股股价翻了一番多，达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停，股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度是特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后，多头和空头之间关于财报质量的争论应该会层出不穷。例如，特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元，帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将出售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加，但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱，也可能会有人质疑。马斯克本周在推特上表示，特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>所有这些话题以及更多话题都应该在定于下午 5:30 举行的财报电话会议上提出。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约 9%，落后于标准普尔 500 指数和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此，特斯拉股价仍表现强劲，过去 12 个月上涨了约 112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823963632,"gmtCreate":1633572170570,"gmtModify":1633572171115,"author":{"id":"3582025954833628","authorId":"3582025954833628","name":"LplMichelle","avatar":"https://static.tigerbbs.com/f3f2fe5070ffb7507fcc119e4bce015e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582025954833628","authorIdStr":"3582025954833628"},"themes":[],"title":"","htmlText":"Please comment and like","listText":"Please comment and like","text":"Please comment and 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