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JeremySeh

JeremySeh

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2021-09-10

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2021-09-01

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2021-08-29

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2021-08-27

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2021-08-25

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2021-08-25

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2021-08-08

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Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>

2021-08-06

Great

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2021-08-04

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Most of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>

2021-08-03

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Toplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote>

2021-08-01

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2021-07-26

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2021-07-25

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Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>

2021-07-20

Buy the dip!!

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2021-06-17

Buy the dip...

2021-06-17

Wow

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2021-06-16

$Twitter(TWTR)$up up up.

2021-06-16

Let's go...keep it up!

2021-06-14

Good

AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>

2021-06-14

I also want Apple...

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09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893018468,"gmtCreate":1628220508054,"gmtModify":1631891820105,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893018468","repostId":"1112842219","repostType":4,"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890048403,"gmtCreate":1628070411102,"gmtModify":1631891820108,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890048403","repostId":"1138278557","repostType":4,"repost":{"id":"1138278557","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628069771,"share":"https://www.laohu8.com/m/news/1138278557?lang=zh_CN&edition=full","pubTime":"2021-08-04 17:36","market":"us","language":"en","title":"Most of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138278557","media":"Tiger Newspress","summary":"(Aug 4) Most of Chinese stocks rally in premarket trading.","content":"<p>(Aug&nbsp;4)&nbsp;Most&nbsp;of&nbsp;Chinese&nbsp;stocks&nbsp;rally&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>（8月4日）大多数中国股市在盘前交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e20b3f08685e4cdc45bf7c333cb5e6f\" tg-width=\"373\" tg-height=\"729\" width=\"100%\" height=\"auto\"></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>Most of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-04 17:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;4)&nbsp;Most&nbsp;of&nbsp;Chinese&nbsp;stocks&nbsp;rally&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>（8月4日）大多数中国股市在盘前交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e20b3f08685e4cdc45bf7c333cb5e6f\" tg-width=\"373\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138278557","content_text":"(Aug 4) Most of Chinese stocks rally in premarket trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804501010,"gmtCreate":1627961870130,"gmtModify":1631891820117,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804501010","repostId":"1155447685","repostType":4,"repost":{"id":"1155447685","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627947681,"share":"https://www.laohu8.com/m/news/1155447685?lang=zh_CN&edition=full","pubTime":"2021-08-03 07:41","market":"us","language":"en","title":"Toplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155447685","media":"Tiger Newspress","summary":"Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparke","content":"<p>Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparked a sell-off on Wall Street.</p><p><blockquote>由于对经济增长放缓的担忧引发华尔街抛售，周一隔夜交易中股指期货小幅上涨。</blockquote></p><p> At 8:38p.m. ET, Dow e-minis were up 67 points, or 0.19%, S&amp;P 500 e-minis were up 7.25 points, or 0.17%, and Nasdaq 100 e-minis were up 12.50 points, or 0.08%.</p><p><blockquote>晚上8点38分。美国东部时间，道指e-minis上涨67点，涨幅0.19%，标普500 e-minis上涨7.25点，涨幅0.17%，纳斯达克100 e-minis上涨12.50点，涨幅0.08%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c47731831613ce7e5b1f491d50a7f8b8\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <b>Li Auto Inc. (Nasdaq: LI) </b>2.2% LOWER; <a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">announced the launch of its global offering</a> of 100,000,000 Class A ordinary shares of the Company, which comprises a Hong Kong public offering of initially 10,000,000 Class A ordinary shares commencing on August 3, 2021, Hong Kong time (the “Hong Kong Public Offering”) and an international offering of initially 90,000,000 Class A ordinary shares commencing today (the “International Offering”), and dual-primary listing of its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) under the stock code “2015.”</p><p><blockquote><b>理想汽车股份有限公司（纳斯达克：LI）</b>下降2.2%；<a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">宣布启动其全球发售</a>本公司100,000,000股A类普通股，包括于香港时间2021年8月3日开始的初步香港公开发售10,000,000股A类普通股（“香港公开发售”）及于今日开始的初步国际发售90,000,000股A类普通股（“国际发售”），以及其A类普通股于香港联合交易所有限公司（“香港联交所”）主板双重主要上市，股份代号为“2015”。</blockquote></p><p> <b>Translate Bio (NASDAQ: TBIO)</b>68.5% HIGHER; <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> (NASDAQ: SNY) made an offer to acquire Translate Bio (NASDAQ: TBIO)</p><p><blockquote><b>翻译生物（纳斯达克：TBIO）</b>高出68.5%；<a href=\"https://laohu8.com/S/GCVRZ\">赛诺菲</a>（纳斯达克：SNY）要约收购Translate Bio（纳斯达克：TBIO）</blockquote></p><p> <b>Take-Two Interactive Software(Nasdaq: TTWO)</b>3.5% LOWER;The video game company’s quarterly revenue came in above estimates. Take-Two Interactive reported revenue of $711 million, beating analysts’ expectations of $688 million, according to Refinitiv.</p><p><blockquote><b>Take-Two互动软件（纳斯达克：TTWO）</b>降低3.5%；这家视频游戏公司的季度收入高于预期。根据Refinitiv的数据，Take-Two Interactive报告营收为7.11亿美元，超出分析师预期的6.88亿美元。</blockquote></p><p> <b>Simon Property Group(NYSE: SPG)</b>2.6% HIGHER;The company released a solid earnings report. Simon Property posted revenue of $1.16 billion, compared to the $1.14 billion that analysts were expecting, according to Refinitiv. The company also raised its dividend to $1.50.</p><p><blockquote><b>西蒙地产集团（纽约证券交易所代码：SPG）</b>高2.6%；该公司发布了一份稳健的收益报告。根据Refinitiv的数据，Simon Property公布的收入为11.6亿美元，而分析师预期为11.4亿美元。该公司还将股息提高至1.50美元。</blockquote></p><p> <b>Unisys Corp.(NYSE: UIS)</b>7.5% HIGHER;Shares of the software company jumped nearly 10% after hours following a stronger-than-expected quarterly report. Unisys posted adjusted earnings of 68 cents per share, compared to an EPS of 42 cents expected by analysts polled by StreetAccount.</p><p><blockquote><b>优利系统公司（纽约证券交易所股票代码：UIS）</b>高7.5%；在发布强于预期的季度报告后，该软件公司股价盘后上涨近10%。Unisys公布调整后每股收益为68美分，而StreetAccount调查的分析师预期每股收益为42美分。</blockquote></p><p> <b>Processa Pharmaceuticals (NASDAQ: PCSA)</b>23% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $20.00.</p><p><blockquote><b>Processa制药公司（纳斯达克：PCSA）</b>高出23%；奥本海默首次给予跑赢大盘评级，目标价为20.00美元。</blockquote></p><p> <b>SolarEdge Technologies (NASDAQ: SEDG)</b>11% HIGHER; reported Q2 EPS of $1.28, $0.16 better than the analyst estimate of $1.12. Revenue for the quarter came in at $480.1 million versus the consensus estimate of $454.69 million. SolarEdge Technologies sees Q3 2021 revenue of $520-540 million, versus the consensus of $504.7 million. Unisys Corp. (NYSE: UIS)10% HIGHER; reported Q2 EPS of $0.68, $0.35 better than the analyst estimate of $0.33. Revenue for the quarter came in at $517.3 million versus the consensus estimate of $485.57 million.</p><p><blockquote><b>SolarEdge Technologies（纳斯达克：SEDG）</b>高11%；报告第二季度每股收益为1.28美元，比分析师预期的1.12美元高出0.16美元。该季度营收为4.801亿美元，而市场普遍预期为4.5469亿美元。SolarEdge Technologies预计2021年第三季度收入为5.20-5.4亿美元，而市场普遍预期为5.047亿美元。Unisys Corp.(NYSE：UIS)上涨10%；报告第二季度每股收益为0.68美元，比分析师预期的0.33美元高出0.35美元。该季度营收为5.173亿美元，而市场普遍预期为4.8557亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences, Inc.</a> (Nasdaq: RNA)</b>9.6% LOWER; announced that it intends to offer and sell, subject to market and other conditions, $100 million of shares of its common stock in an underwritten public offering</p><p><blockquote><b><a href=\"https://laohu8.com/S/RNA\">Avidity生物科学公司。</a>（纳斯达克：RNA）</b>下降9.6%；宣布打算根据市场和其他条件，通过承销的公开发行发行和出售1亿美元的普通股</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies Inc.</a> (NASDAQ: ZI)</b>8.8% HIGHER; reported Q2 EPS of $0.14, $0.02 better than the analyst estimate of $0.12. Revenue for the quarter came in at $174 million versus the consensus estimate of $162.34 million. ZoomInfo Technologies Inc. sees Q3 2021 EPS of $0.11-$0.12, versus the consensus of $0.12. ZoomInfo Technologies Inc. sees Q3 2021 revenue of $182-184 million, versus the consensus of $172.74 million. ZoomInfo Technologies Inc. sees FY2021 EPS of $0.50-$0.51, versus the consensus of $0.50. ZoomInfo Technologies Inc. sees FY2021 revenue of $703-707 million, versus the consensus of $676.51 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo技术公司。</a>（纳斯达克：子）</b>高8.8%；报告第二季度每股收益为0.14美元，比分析师预期的0.12美元高出0.02美元。该季度营收为1.74亿美元，而市场普遍预期为1.6234亿美元。ZoomInfo Technologies Inc.预计2021年第三季度每股收益为0.11-0.12美元，而市场普遍预期为0.12美元。ZoomInfo Technologies Inc.预计2021年第三季度收入为1.82亿至1.84亿美元，而市场普遍预期为1.7274亿美元。ZoomInfo Technologies Inc.预计2021财年每股收益为0.50-0.51美元，而市场普遍预期为0.50美元。ZoomInfo Technologies Inc.预计2021财年收入为7.03-7.07亿美元，而市场普遍预期为6.7651亿美元。</blockquote></p><p> <b>Harmonic (NASDAQ: HLIT)</b>8.2% HIGHER; reported Q2 EPS of $0.05, $0.05 better than the analyst estimate of $0.00. Revenue for the quarter came in at $113.4 million versus the consensus estimate of $107.52 million.</p><p><blockquote><b>谐波（纳斯达克：HLIT）</b>高8.2%；报告第二季度每股收益为0.05美元，比分析师预期的0.00美元好0.05美元。该季度营收为1.134亿美元，而市场普遍预期为1.0752亿美元。</blockquote></p><p> <b>Columbia Sportswear (NASDAQ: COLM)</b>5.6% HIGHER; reported Q2 EPS of $0.61, $0.69 better than the analyst estimate of ($0.08). Revenue for the quarter came in at $566.4 million versus the consensus estimate of $497.57 million. Columbia Sportswear sees FY2021 EPS of $4.30-$4.55, versus the consensus of $4.43. Columbia Sportswear sees FY2021 revenue of $3.13-3.16 billion, versus the consensus of $3.08 billion.</p><p><blockquote><b>哥伦比亚运动服（纳斯达克：COLM）</b>高5.6%；报告第二季度每股收益为0.61美元，比分析师预期的0.08美元高出0.69美元。该季度营收为5.664亿美元，而市场普遍预期为4.9757亿美元。Columbia Sportswear预计2021财年每股收益为4.30-4.55美元，而市场普遍预期为4.43美元。Columbia Sportswear预计2021财年收入为31.13-31.6亿美元，而市场普遍预期为30.8亿美元。</blockquote></p><p> <b>Boise Cascade (NYSE: BCC)</b>5% HIGHER; reported Q2 EPS of $7.62, $3.28 better than the analyst estimate of $4.34. Revenue for the quarter came in at $2.44 billion versus the consensus estimate of $1.99 billion.</p><p><blockquote><b>博伊西喀斯喀特（纽约证券交易所代码：BCC）</b>高5%；报告第二季度每股收益为7.62美元，比分析师预期的4.34美元高出3.28美元。该季度营收为24.4亿美元，而市场普遍预期为19.9亿美元。</blockquote></p><p> <b>Addus HomeCare (NASDAQ: ADUS)</b>5% LOWER; reported Q2 EPS of $0.90, $0.01 better than the analyst estimate of $0.89. Revenue for the quarter came in at $217.9 million versus the consensus estimate of $216.83 million.</p><p><blockquote><b>Addus HomeCare（纳斯达克：ADUS）</b>降低5%；报告第二季度每股收益为0.90美元，比分析师预期的0.89美元高出0.01美元。该季度营收为2.179亿美元，而市场普遍预期为2.1683亿美元。</blockquote></p><p></p><p> <b>Sterling Construction (NASDAQ: STRL) </b>4.4% HIGHER; reported Q2 EPS of $0.69, $0.17 better than the analyst estimate of $0.52. Revenue for the quarter came in at $401.7 million versus the consensus estimate of $397.15 million. The Company Increases 2021 Full Year Net Income Guidance to $55 million - $58 million.</p><p><blockquote><b>Sterling Construction（纳斯达克：STRL）</b>高4.4%；报告第二季度每股收益为0.69美元，比分析师预期的0.52美元高出0.17美元。该季度营收为4.017亿美元，而市场普遍预期为3.9715亿美元。该公司将2021年全年净利润指引上调至5500万至5800万美元。</blockquote></p><p> <b>Sanmina (NASDAQ: SANM)</b>4.2% LOWER; reported Q3 EPS of $0.99, $0.08 better than the analyst estimate of $0.91. Revenue for the quarter came in at $1.66 billion versus the consensus estimate of $1.73 billion. Sanmina sees Q4 2021 EPS of $0.93-$1.03, versus the consensus of $0.97. Sanmina sees Q4 2021 revenue of $1.65-1.75 billion, versus the consensus of $1.78 billion.</p><p><blockquote><b>桑米娜（纳斯达克：SANM）</b>下降4.2%；报告第三季度每股收益为0.99美元，比分析师预期的0.91美元好0.08美元。该季度营收为16.6亿美元，而市场普遍预期为17.3亿美元。Sanmina预计2021年第四季度每股收益为0.93-1.03美元，而市场普遍预期为0.97美元。Sanmina预计2021年第四季度营收为16.5-17.5亿美元，而市场普遍预期为17.8亿美元。</blockquote></p><p> <b>Reynolds Consumer Products Inc. (NASDAQ: REYN)</b>4% LOWER; reported Q2 EPS of $0.39, $0.01 better than the analyst estimate of $0.38. Revenue for the quarter came in at $873 million versus the consensus estimate of $891.42 million. Reynolds Consumer Products Inc. sees FY2021 EPS of $1.54-$1.64, versus the consensus of $1.90.</p><p><blockquote><b>雷诺消费品公司（纳斯达克：REYN）</b>降低4%；报告第二季度每股收益为0.39美元，比分析师预期的0.38美元高出0.01美元。该季度营收为8.73亿美元，而市场普遍预期为8.9142亿美元。Reynolds Consumer Products Inc.预计2021财年每股收益为1.54-1.64美元，而市场普遍预期为1.90美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DRVN\">Driven Brands Holdings Inc.</a> (NASDAQ: DRVN)</b>4% LOWER; announced the commencement of an underwritten secondary public offering of 12 million shares of Driven Brands common stock by Driven Equity LLC and RC IV Cayman ICW Holdings LLC (together the Selling Stockholders), each of which is a related entity of Roark Capital Management, LLC. The Selling Stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,800,000 shares of common stock. Driven Brands is not selling any shares of common stock in the offering and will not receive any proceeds from the offering.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DRVN\">驱动品牌控股公司。</a>（纳斯达克：DRVN）</b>降低4%；宣布开始由Driven Equity LLC和RC IV Cayman ICW Holdings LLC（统称为出售股东）承销1200万股Driven Brands普通股的二次公开发行，这两家公司都是Roark Capital Management，LLC的相关实体。出售股东还打算授予承销商30天的选择权，以额外购买最多1,800,000股普通股。Driven Brands不会在此次发行中出售任何普通股，也不会从此次发行中获得任何收益。</blockquote></p><p> <b>Kennametal (NYSE: KMT)</b>3.5% HIGHER; reported Q4 EPS of $0.53, $0.13 better than the analyst estimate of $0.40. Revenue for the quarter came in at $515.97 million versus the consensus estimate of $514.21 million. Today the Company announced that its Board of Directors authorized a share repurchase program. Under this program, the Company intends to repurchase up to $200 million of Kennametal common stock. The Company expects to fund repurchases through cash generated from operations.</p><p><blockquote><b>肯纳金属（纽约证券交易所代码：KMT）</b>高3.5%；报告第四季度每股收益为0.53美元，比分析师预期的0.40美元好0.13美元。该季度营收为5.1597亿美元，而市场普遍预期为5.1421亿美元。今天，该公司宣布董事会批准了一项股票回购计划。根据该计划，该公司打算回购最多2亿美元的肯纳金属普通股。该公司预计通过运营产生的现金为回购提供资金。</blockquote></p><p> <b>Varonis Systems (NASDAQ: VRNS)</b>3.3% LOWER; reported Q2 EPS of ($0.01), $0.02 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $88.4 million versus the consensus estimate of $83.68 million. Varonis Systems sees Q3 2021 EPS of $0.01-$0.02, versus the consensus of $0.01. Varonis Systems sees Q3 2021 revenue of $96-98 million, versus the consensus of $94.7 million. Varonis Systems sees FY2021 EPS of $0.03-$0.05, versus the consensus of $0.02. Varonis Systems sees FY2021 revenue of $375-379 million, versus the consensus of $370.2 million.</p><p><blockquote><b>Varonis Systems（纳斯达克：VRNS）</b>下降3.3%；报告第二季度每股收益为（0.01美元），比分析师预期的（0.03美元）好0.02美元。该季度营收为8840万美元，而市场普遍预期为8368万美元。Varonis Systems预计2021年第三季度每股收益为0.01-0.02美元，而市场普遍预期为0.01美元。Varonis Systems预计2021年第三季度收入为96-9800万美元，而市场普遍预期为9470万美元。Varonis Systems预计2021财年每股收益为0.03-0.05美元，而市场普遍预期为0.02美元。Varonis Systems预计2021财年收入为3.75-3.79亿美元，而市场普遍预期为3.702亿美元。</blockquote></p><p> <b>Ultra Clean Holdings (NASDAQ: UCTT)</b>3% LOWER; reported Q2 EPS of $0.99, $0.03 better than the analyst estimate of $0.96. Revenue for the quarter came in at $515.2 million versus the consensus estimate of $505.44 million. Ultra Clean Holdings sees Q3 2021 EPS of $0.94-$1.10, versus the consensus of $0.99. Ultra Clean Holdings sees Q3 2021 revenue of $520-560 million, versus the consensus of $516.6 million.</p><p><blockquote><b>超净控股（纳斯达克：UCTT）</b>降低3%；报告第二季度每股收益为0.99美元，比分析师预期的0.96美元高出0.03美元。该季度营收为5.152亿美元，而市场普遍预期为5.0544亿美元。Ultra Clean Holdings预计2021年第三季度每股收益为0.94-1.10美元，而市场普遍预期为0.99美元。Ultra Clean Holdings预计2021年第三季度收入为5.20-5.6亿美元，而市场普遍预期为5.166亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> (NASDAQ: TTWO)</b>2.8% LOWER; reported Q1 EPS of $1.01, $0.12 better than the analyst estimate of $0.89. Revenue for the quarter came in at $711.4 million versus the consensus estimate of $688.97 million. Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software sees Q2 2022 EPS of $1.20-$1.30, versus the consensus of $1.36. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> Interactive Software sees Q2 2022 revenue of $815-865 million, versus the consensus of $878.3 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TTWO\">Take-Two交互式软件</a>（纳斯达克：TTWO）</b>下降2.8%；报告第一季度每股收益为1.01美元，比分析师预期的0.89美元高出0.12美元。该季度营收为7.114亿美元，而市场普遍预期为6.8897亿美元。拿-<a href=\"https://laohu8.com/S/TWOA.U\">两个</a>Interactive Software预计2022年第二季度每股收益为1.20-1.30美元，而市场普遍预期为1.36美元。拿-<a href=\"https://laohu8.com/S/TWOA\">两个</a>Interactive Software预计2022年第二季度收入为8.15-8.65亿美元，而市场普遍预期为8.783亿美元。</blockquote></p><p> <b>Continental Resources (NYSE: CLR)</b>2.4% HIGHER; reported Q2 EPS of $0.91, $0.47 better than the analyst estimate of $0.44. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.07 billion.</p><p><blockquote><b>大陆资源公司（纽约证券交易所股票代码：CLR）</b>高2.4%；报告第二季度每股收益为0.91美元，比分析师预期的0.44美元高出0.47美元。该季度营收为12.4亿美元，而市场普遍预期为10.7亿美元。</blockquote></p><p> <b>Trex (NYSE: TREX)</b>2% LOWER; reported Q2 EPS of $0.53, in-line with the analyst estimate of $0.53. Revenue for the quarter came in at $312 million versus the consensus estimate of $302.23 million. Trex sees Q3 2021 revenue of $320-330 million, versus the consensus of $323.3 million.</p><p><blockquote><b>TREX（纽约证券交易所代码：TREX）</b>降低2%；报告第二季度每股收益为0.53美元，与分析师预期的0.53美元一致。该季度营收为3.12亿美元，而市场普遍预期为3.0223亿美元。Trex预计2021年第三季度收入为320-3.3亿美元，而市场普遍预期为3.233亿美元。</blockquote></p><p> <b>Taboola (NASDAQ: TBLA)</b>1.9% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $14.00.</p><p><blockquote><b>Taboola（纳斯达克：TBLA）</b>高1.9%；奥本海默首次给予跑赢大盘评级，目标价为14.00美元。</blockquote></p><p> <b>Arista Networks (NYSE: ANET)</b>1.6% LOWER; reported Q2 EPS of $2.72, $0.18 better than the analyst estimate of $2.54. Revenue for the quarter came in at $707.3 million versus the consensus estimate of $687.15 million. Arista Networks sees Q3 2021 revenue of $725-745 million, versus the consensus of $697.45 million.</p><p><blockquote><b>Arista Networks（纽约证券交易所代码：ANET）</b>降低1.6%；报告第二季度每股收益为2.72美元，比分析师预期的2.54美元高出0.18美元。该季度营收为7.073亿美元，而市场普遍预期为6.8715亿美元。Arista Networks预计2021年第三季度收入为7.25-7.45亿美元，而市场普遍预期为6.9745亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nToplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 07:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparked a sell-off on Wall Street.</p><p><blockquote>由于对经济增长放缓的担忧引发华尔街抛售，周一隔夜交易中股指期货小幅上涨。</blockquote></p><p> At 8:38p.m. ET, Dow e-minis were up 67 points, or 0.19%, S&amp;P 500 e-minis were up 7.25 points, or 0.17%, and Nasdaq 100 e-minis were up 12.50 points, or 0.08%.</p><p><blockquote>晚上8点38分。美国东部时间，道指e-minis上涨67点，涨幅0.19%，标普500 e-minis上涨7.25点，涨幅0.17%，纳斯达克100 e-minis上涨12.50点，涨幅0.08%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c47731831613ce7e5b1f491d50a7f8b8\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <b>Li Auto Inc. (Nasdaq: LI) </b>2.2% LOWER; <a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">announced the launch of its global offering</a> of 100,000,000 Class A ordinary shares of the Company, which comprises a Hong Kong public offering of initially 10,000,000 Class A ordinary shares commencing on August 3, 2021, Hong Kong time (the “Hong Kong Public Offering”) and an international offering of initially 90,000,000 Class A ordinary shares commencing today (the “International Offering”), and dual-primary listing of its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) under the stock code “2015.”</p><p><blockquote><b>理想汽车股份有限公司（纳斯达克：LI）</b>下降2.2%；<a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">宣布启动其全球发售</a>本公司100,000,000股A类普通股，包括于香港时间2021年8月3日开始的初步香港公开发售10,000,000股A类普通股（“香港公开发售”）及于今日开始的初步国际发售90,000,000股A类普通股（“国际发售”），以及其A类普通股于香港联合交易所有限公司（“香港联交所”）主板双重主要上市，股份代号为“2015”。</blockquote></p><p> <b>Translate Bio (NASDAQ: TBIO)</b>68.5% HIGHER; <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> (NASDAQ: SNY) made an offer to acquire Translate Bio (NASDAQ: TBIO)</p><p><blockquote><b>翻译生物（纳斯达克：TBIO）</b>高出68.5%；<a href=\"https://laohu8.com/S/GCVRZ\">赛诺菲</a>（纳斯达克：SNY）要约收购Translate Bio（纳斯达克：TBIO）</blockquote></p><p> <b>Take-Two Interactive Software(Nasdaq: TTWO)</b>3.5% LOWER;The video game company’s quarterly revenue came in above estimates. Take-Two Interactive reported revenue of $711 million, beating analysts’ expectations of $688 million, according to Refinitiv.</p><p><blockquote><b>Take-Two互动软件（纳斯达克：TTWO）</b>降低3.5%；这家视频游戏公司的季度收入高于预期。根据Refinitiv的数据，Take-Two Interactive报告营收为7.11亿美元，超出分析师预期的6.88亿美元。</blockquote></p><p> <b>Simon Property Group(NYSE: SPG)</b>2.6% HIGHER;The company released a solid earnings report. Simon Property posted revenue of $1.16 billion, compared to the $1.14 billion that analysts were expecting, according to Refinitiv. The company also raised its dividend to $1.50.</p><p><blockquote><b>西蒙地产集团（纽约证券交易所代码：SPG）</b>高2.6%；该公司发布了一份稳健的收益报告。根据Refinitiv的数据，Simon Property公布的收入为11.6亿美元，而分析师预期为11.4亿美元。该公司还将股息提高至1.50美元。</blockquote></p><p> <b>Unisys Corp.(NYSE: UIS)</b>7.5% HIGHER;Shares of the software company jumped nearly 10% after hours following a stronger-than-expected quarterly report. Unisys posted adjusted earnings of 68 cents per share, compared to an EPS of 42 cents expected by analysts polled by StreetAccount.</p><p><blockquote><b>优利系统公司（纽约证券交易所股票代码：UIS）</b>高7.5%；在发布强于预期的季度报告后，该软件公司股价盘后上涨近10%。Unisys公布调整后每股收益为68美分，而StreetAccount调查的分析师预期每股收益为42美分。</blockquote></p><p> <b>Processa Pharmaceuticals (NASDAQ: PCSA)</b>23% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $20.00.</p><p><blockquote><b>Processa制药公司（纳斯达克：PCSA）</b>高出23%；奥本海默首次给予跑赢大盘评级，目标价为20.00美元。</blockquote></p><p> <b>SolarEdge Technologies (NASDAQ: SEDG)</b>11% HIGHER; reported Q2 EPS of $1.28, $0.16 better than the analyst estimate of $1.12. Revenue for the quarter came in at $480.1 million versus the consensus estimate of $454.69 million. SolarEdge Technologies sees Q3 2021 revenue of $520-540 million, versus the consensus of $504.7 million. Unisys Corp. (NYSE: UIS)10% HIGHER; reported Q2 EPS of $0.68, $0.35 better than the analyst estimate of $0.33. Revenue for the quarter came in at $517.3 million versus the consensus estimate of $485.57 million.</p><p><blockquote><b>SolarEdge Technologies（纳斯达克：SEDG）</b>高11%；报告第二季度每股收益为1.28美元，比分析师预期的1.12美元高出0.16美元。该季度营收为4.801亿美元，而市场普遍预期为4.5469亿美元。SolarEdge Technologies预计2021年第三季度收入为5.20-5.4亿美元，而市场普遍预期为5.047亿美元。Unisys Corp.(NYSE：UIS)上涨10%；报告第二季度每股收益为0.68美元，比分析师预期的0.33美元高出0.35美元。该季度营收为5.173亿美元，而市场普遍预期为4.8557亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences, Inc.</a> (Nasdaq: RNA)</b>9.6% LOWER; announced that it intends to offer and sell, subject to market and other conditions, $100 million of shares of its common stock in an underwritten public offering</p><p><blockquote><b><a href=\"https://laohu8.com/S/RNA\">Avidity生物科学公司。</a>（纳斯达克：RNA）</b>下降9.6%；宣布打算根据市场和其他条件，通过承销的公开发行发行和出售1亿美元的普通股</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies Inc.</a> (NASDAQ: ZI)</b>8.8% HIGHER; reported Q2 EPS of $0.14, $0.02 better than the analyst estimate of $0.12. Revenue for the quarter came in at $174 million versus the consensus estimate of $162.34 million. ZoomInfo Technologies Inc. sees Q3 2021 EPS of $0.11-$0.12, versus the consensus of $0.12. ZoomInfo Technologies Inc. sees Q3 2021 revenue of $182-184 million, versus the consensus of $172.74 million. ZoomInfo Technologies Inc. sees FY2021 EPS of $0.50-$0.51, versus the consensus of $0.50. ZoomInfo Technologies Inc. sees FY2021 revenue of $703-707 million, versus the consensus of $676.51 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo技术公司。</a>（纳斯达克：子）</b>高8.8%；报告第二季度每股收益为0.14美元，比分析师预期的0.12美元高出0.02美元。该季度营收为1.74亿美元，而市场普遍预期为1.6234亿美元。ZoomInfo Technologies Inc.预计2021年第三季度每股收益为0.11-0.12美元，而市场普遍预期为0.12美元。ZoomInfo Technologies Inc.预计2021年第三季度收入为1.82亿至1.84亿美元，而市场普遍预期为1.7274亿美元。ZoomInfo Technologies Inc.预计2021财年每股收益为0.50-0.51美元，而市场普遍预期为0.50美元。ZoomInfo Technologies Inc.预计2021财年收入为7.03-7.07亿美元，而市场普遍预期为6.7651亿美元。</blockquote></p><p> <b>Harmonic (NASDAQ: HLIT)</b>8.2% HIGHER; reported Q2 EPS of $0.05, $0.05 better than the analyst estimate of $0.00. Revenue for the quarter came in at $113.4 million versus the consensus estimate of $107.52 million.</p><p><blockquote><b>谐波（纳斯达克：HLIT）</b>高8.2%；报告第二季度每股收益为0.05美元，比分析师预期的0.00美元好0.05美元。该季度营收为1.134亿美元，而市场普遍预期为1.0752亿美元。</blockquote></p><p> <b>Columbia Sportswear (NASDAQ: COLM)</b>5.6% HIGHER; reported Q2 EPS of $0.61, $0.69 better than the analyst estimate of ($0.08). Revenue for the quarter came in at $566.4 million versus the consensus estimate of $497.57 million. Columbia Sportswear sees FY2021 EPS of $4.30-$4.55, versus the consensus of $4.43. Columbia Sportswear sees FY2021 revenue of $3.13-3.16 billion, versus the consensus of $3.08 billion.</p><p><blockquote><b>哥伦比亚运动服（纳斯达克：COLM）</b>高5.6%；报告第二季度每股收益为0.61美元，比分析师预期的0.08美元高出0.69美元。该季度营收为5.664亿美元，而市场普遍预期为4.9757亿美元。Columbia Sportswear预计2021财年每股收益为4.30-4.55美元，而市场普遍预期为4.43美元。Columbia Sportswear预计2021财年收入为31.13-31.6亿美元，而市场普遍预期为30.8亿美元。</blockquote></p><p> <b>Boise Cascade (NYSE: BCC)</b>5% HIGHER; reported Q2 EPS of $7.62, $3.28 better than the analyst estimate of $4.34. Revenue for the quarter came in at $2.44 billion versus the consensus estimate of $1.99 billion.</p><p><blockquote><b>博伊西喀斯喀特（纽约证券交易所代码：BCC）</b>高5%；报告第二季度每股收益为7.62美元，比分析师预期的4.34美元高出3.28美元。该季度营收为24.4亿美元，而市场普遍预期为19.9亿美元。</blockquote></p><p> <b>Addus HomeCare (NASDAQ: ADUS)</b>5% LOWER; reported Q2 EPS of $0.90, $0.01 better than the analyst estimate of $0.89. Revenue for the quarter came in at $217.9 million versus the consensus estimate of $216.83 million.</p><p><blockquote><b>Addus HomeCare（纳斯达克：ADUS）</b>降低5%；报告第二季度每股收益为0.90美元，比分析师预期的0.89美元高出0.01美元。该季度营收为2.179亿美元，而市场普遍预期为2.1683亿美元。</blockquote></p><p></p><p> <b>Sterling Construction (NASDAQ: STRL) </b>4.4% HIGHER; reported Q2 EPS of $0.69, $0.17 better than the analyst estimate of $0.52. Revenue for the quarter came in at $401.7 million versus the consensus estimate of $397.15 million. The Company Increases 2021 Full Year Net Income Guidance to $55 million - $58 million.</p><p><blockquote><b>Sterling Construction（纳斯达克：STRL）</b>高4.4%；报告第二季度每股收益为0.69美元，比分析师预期的0.52美元高出0.17美元。该季度营收为4.017亿美元，而市场普遍预期为3.9715亿美元。该公司将2021年全年净利润指引上调至5500万至5800万美元。</blockquote></p><p> <b>Sanmina (NASDAQ: SANM)</b>4.2% LOWER; reported Q3 EPS of $0.99, $0.08 better than the analyst estimate of $0.91. Revenue for the quarter came in at $1.66 billion versus the consensus estimate of $1.73 billion. Sanmina sees Q4 2021 EPS of $0.93-$1.03, versus the consensus of $0.97. Sanmina sees Q4 2021 revenue of $1.65-1.75 billion, versus the consensus of $1.78 billion.</p><p><blockquote><b>桑米娜（纳斯达克：SANM）</b>下降4.2%；报告第三季度每股收益为0.99美元，比分析师预期的0.91美元好0.08美元。该季度营收为16.6亿美元，而市场普遍预期为17.3亿美元。Sanmina预计2021年第四季度每股收益为0.93-1.03美元，而市场普遍预期为0.97美元。Sanmina预计2021年第四季度营收为16.5-17.5亿美元，而市场普遍预期为17.8亿美元。</blockquote></p><p> <b>Reynolds Consumer Products Inc. (NASDAQ: REYN)</b>4% LOWER; reported Q2 EPS of $0.39, $0.01 better than the analyst estimate of $0.38. Revenue for the quarter came in at $873 million versus the consensus estimate of $891.42 million. Reynolds Consumer Products Inc. sees FY2021 EPS of $1.54-$1.64, versus the consensus of $1.90.</p><p><blockquote><b>雷诺消费品公司（纳斯达克：REYN）</b>降低4%；报告第二季度每股收益为0.39美元，比分析师预期的0.38美元高出0.01美元。该季度营收为8.73亿美元，而市场普遍预期为8.9142亿美元。Reynolds Consumer Products Inc.预计2021财年每股收益为1.54-1.64美元，而市场普遍预期为1.90美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DRVN\">Driven Brands Holdings Inc.</a> (NASDAQ: DRVN)</b>4% LOWER; announced the commencement of an underwritten secondary public offering of 12 million shares of Driven Brands common stock by Driven Equity LLC and RC IV Cayman ICW Holdings LLC (together the Selling Stockholders), each of which is a related entity of Roark Capital Management, LLC. The Selling Stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,800,000 shares of common stock. Driven Brands is not selling any shares of common stock in the offering and will not receive any proceeds from the offering.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DRVN\">驱动品牌控股公司。</a>（纳斯达克：DRVN）</b>降低4%；宣布开始由Driven Equity LLC和RC IV Cayman ICW Holdings LLC（统称为出售股东）承销1200万股Driven Brands普通股的二次公开发行，这两家公司都是Roark Capital Management，LLC的相关实体。出售股东还打算授予承销商30天的选择权，以额外购买最多1,800,000股普通股。Driven Brands不会在此次发行中出售任何普通股，也不会从此次发行中获得任何收益。</blockquote></p><p> <b>Kennametal (NYSE: KMT)</b>3.5% HIGHER; reported Q4 EPS of $0.53, $0.13 better than the analyst estimate of $0.40. Revenue for the quarter came in at $515.97 million versus the consensus estimate of $514.21 million. Today the Company announced that its Board of Directors authorized a share repurchase program. Under this program, the Company intends to repurchase up to $200 million of Kennametal common stock. The Company expects to fund repurchases through cash generated from operations.</p><p><blockquote><b>肯纳金属（纽约证券交易所代码：KMT）</b>高3.5%；报告第四季度每股收益为0.53美元，比分析师预期的0.40美元好0.13美元。该季度营收为5.1597亿美元，而市场普遍预期为5.1421亿美元。今天，该公司宣布董事会批准了一项股票回购计划。根据该计划，该公司打算回购最多2亿美元的肯纳金属普通股。该公司预计通过运营产生的现金为回购提供资金。</blockquote></p><p> <b>Varonis Systems (NASDAQ: VRNS)</b>3.3% LOWER; reported Q2 EPS of ($0.01), $0.02 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $88.4 million versus the consensus estimate of $83.68 million. Varonis Systems sees Q3 2021 EPS of $0.01-$0.02, versus the consensus of $0.01. Varonis Systems sees Q3 2021 revenue of $96-98 million, versus the consensus of $94.7 million. Varonis Systems sees FY2021 EPS of $0.03-$0.05, versus the consensus of $0.02. Varonis Systems sees FY2021 revenue of $375-379 million, versus the consensus of $370.2 million.</p><p><blockquote><b>Varonis Systems（纳斯达克：VRNS）</b>下降3.3%；报告第二季度每股收益为（0.01美元），比分析师预期的（0.03美元）好0.02美元。该季度营收为8840万美元，而市场普遍预期为8368万美元。Varonis Systems预计2021年第三季度每股收益为0.01-0.02美元，而市场普遍预期为0.01美元。Varonis Systems预计2021年第三季度收入为96-9800万美元，而市场普遍预期为9470万美元。Varonis Systems预计2021财年每股收益为0.03-0.05美元，而市场普遍预期为0.02美元。Varonis Systems预计2021财年收入为3.75-3.79亿美元，而市场普遍预期为3.702亿美元。</blockquote></p><p> <b>Ultra Clean Holdings (NASDAQ: UCTT)</b>3% LOWER; reported Q2 EPS of $0.99, $0.03 better than the analyst estimate of $0.96. Revenue for the quarter came in at $515.2 million versus the consensus estimate of $505.44 million. Ultra Clean Holdings sees Q3 2021 EPS of $0.94-$1.10, versus the consensus of $0.99. Ultra Clean Holdings sees Q3 2021 revenue of $520-560 million, versus the consensus of $516.6 million.</p><p><blockquote><b>超净控股（纳斯达克：UCTT）</b>降低3%；报告第二季度每股收益为0.99美元，比分析师预期的0.96美元高出0.03美元。该季度营收为5.152亿美元，而市场普遍预期为5.0544亿美元。Ultra Clean Holdings预计2021年第三季度每股收益为0.94-1.10美元，而市场普遍预期为0.99美元。Ultra Clean Holdings预计2021年第三季度收入为5.20-5.6亿美元，而市场普遍预期为5.166亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> (NASDAQ: TTWO)</b>2.8% LOWER; reported Q1 EPS of $1.01, $0.12 better than the analyst estimate of $0.89. Revenue for the quarter came in at $711.4 million versus the consensus estimate of $688.97 million. Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software sees Q2 2022 EPS of $1.20-$1.30, versus the consensus of $1.36. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> Interactive Software sees Q2 2022 revenue of $815-865 million, versus the consensus of $878.3 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TTWO\">Take-Two交互式软件</a>（纳斯达克：TTWO）</b>下降2.8%；报告第一季度每股收益为1.01美元，比分析师预期的0.89美元高出0.12美元。该季度营收为7.114亿美元，而市场普遍预期为6.8897亿美元。拿-<a href=\"https://laohu8.com/S/TWOA.U\">两个</a>Interactive Software预计2022年第二季度每股收益为1.20-1.30美元，而市场普遍预期为1.36美元。拿-<a href=\"https://laohu8.com/S/TWOA\">两个</a>Interactive Software预计2022年第二季度收入为8.15-8.65亿美元，而市场普遍预期为8.783亿美元。</blockquote></p><p> <b>Continental Resources (NYSE: CLR)</b>2.4% HIGHER; reported Q2 EPS of $0.91, $0.47 better than the analyst estimate of $0.44. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.07 billion.</p><p><blockquote><b>大陆资源公司（纽约证券交易所股票代码：CLR）</b>高2.4%；报告第二季度每股收益为0.91美元，比分析师预期的0.44美元高出0.47美元。该季度营收为12.4亿美元，而市场普遍预期为10.7亿美元。</blockquote></p><p> <b>Trex (NYSE: TREX)</b>2% LOWER; reported Q2 EPS of $0.53, in-line with the analyst estimate of $0.53. Revenue for the quarter came in at $312 million versus the consensus estimate of $302.23 million. Trex sees Q3 2021 revenue of $320-330 million, versus the consensus of $323.3 million.</p><p><blockquote><b>TREX（纽约证券交易所代码：TREX）</b>降低2%；报告第二季度每股收益为0.53美元，与分析师预期的0.53美元一致。该季度营收为3.12亿美元，而市场普遍预期为3.0223亿美元。Trex预计2021年第三季度收入为320-3.3亿美元，而市场普遍预期为3.233亿美元。</blockquote></p><p> <b>Taboola (NASDAQ: TBLA)</b>1.9% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $14.00.</p><p><blockquote><b>Taboola（纳斯达克：TBLA）</b>高1.9%；奥本海默首次给予跑赢大盘评级，目标价为14.00美元。</blockquote></p><p> <b>Arista Networks (NYSE: ANET)</b>1.6% LOWER; reported Q2 EPS of $2.72, $0.18 better than the analyst estimate of $2.54. Revenue for the quarter came in at $707.3 million versus the consensus estimate of $687.15 million. Arista Networks sees Q3 2021 revenue of $725-745 million, versus the consensus of $697.45 million.</p><p><blockquote><b>Arista Networks（纽约证券交易所代码：ANET）</b>降低1.6%；报告第二季度每股收益为2.72美元，比分析师预期的2.54美元高出0.18美元。该季度营收为7.073亿美元，而市场普遍预期为6.8715亿美元。Arista Networks预计2021年第三季度收入为7.25-7.45亿美元，而市场普遍预期为6.9745亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COLM":"哥伦比亚户外",".IXIC":"NASDAQ Composite","PCSA":"Processa Pharmaceuticals, Inc.","CLR":"大陆能源","REYN":"Reynolds Consumer Products, Inc.","BCC":"Boise Cascade L.L.C.",".SPX":"S&P 500 Index","SPG":"西蒙地产","UCTT":"超科林半导体","SANM":"新美亚电子",".DJI":"道琼斯","TTWO":"Take-Two Interactive Software","RNA":"Avidity Biosciences, Inc.","STRL":"Sterling Construction Company In","LI":"理想汽车","UIS":"优利系统","VRNS":"Varonis Systems, Inc.","TBIO":"Telesis Bio, Inc.","SEDG":"SolarEdge Technologies, Inc.","DRVN":"Driven Brands Holdings Inc.","ADUS":"爱德斯","HLIT":"谐波","KMT":"肯纳金属"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155447685","content_text":"Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparked a sell-off on Wall Street.\nAt 8:38p.m. ET, Dow e-minis were up 67 points, or 0.19%, S&P 500 e-minis were up 7.25 points, or 0.17%, and Nasdaq 100 e-minis were up 12.50 points, or 0.08%.\n\nStocks making biggest moves after hours:\nLi Auto Inc. (Nasdaq: LI) 2.2% LOWER; announced the launch of its global offering of 100,000,000 Class A ordinary shares of the Company, which comprises a Hong Kong public offering of initially 10,000,000 Class A ordinary shares commencing on August 3, 2021, Hong Kong time (the “Hong Kong Public Offering”) and an international offering of initially 90,000,000 Class A ordinary shares commencing today (the “International Offering”), and dual-primary listing of its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) under the stock code “2015.”\nTranslate Bio (NASDAQ: TBIO)68.5% HIGHER; Sanofi (NASDAQ: SNY) made an offer to acquire Translate Bio (NASDAQ: TBIO)\nTake-Two Interactive Software(Nasdaq: TTWO)3.5% LOWER;The video game company’s quarterly revenue came in above estimates. Take-Two Interactive reported revenue of $711 million, beating analysts’ expectations of $688 million, according to Refinitiv.\nSimon Property Group(NYSE: SPG)2.6% HIGHER;The company released a solid earnings report. Simon Property posted revenue of $1.16 billion, compared to the $1.14 billion that analysts were expecting, according to Refinitiv. The company also raised its dividend to $1.50.\nUnisys Corp.(NYSE: UIS)7.5% HIGHER;Shares of the software company jumped nearly 10% after hours following a stronger-than-expected quarterly report. Unisys posted adjusted earnings of 68 cents per share, compared to an EPS of 42 cents expected by analysts polled by StreetAccount.\nProcessa Pharmaceuticals (NASDAQ: PCSA)23% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $20.00.\nSolarEdge Technologies (NASDAQ: SEDG)11% HIGHER; reported Q2 EPS of $1.28, $0.16 better than the analyst estimate of $1.12. Revenue for the quarter came in at $480.1 million versus the consensus estimate of $454.69 million. SolarEdge Technologies sees Q3 2021 revenue of $520-540 million, versus the consensus of $504.7 million. Unisys Corp. (NYSE: UIS)10% HIGHER; reported Q2 EPS of $0.68, $0.35 better than the analyst estimate of $0.33. Revenue for the quarter came in at $517.3 million versus the consensus estimate of $485.57 million.\nAvidity Biosciences, Inc. (Nasdaq: RNA)9.6% LOWER; announced that it intends to offer and sell, subject to market and other conditions, $100 million of shares of its common stock in an underwritten public offering\nZoomInfo Technologies Inc. (NASDAQ: ZI)8.8% HIGHER; reported Q2 EPS of $0.14, $0.02 better than the analyst estimate of $0.12. Revenue for the quarter came in at $174 million versus the consensus estimate of $162.34 million. ZoomInfo Technologies Inc. sees Q3 2021 EPS of $0.11-$0.12, versus the consensus of $0.12. ZoomInfo Technologies Inc. sees Q3 2021 revenue of $182-184 million, versus the consensus of $172.74 million. ZoomInfo Technologies Inc. sees FY2021 EPS of $0.50-$0.51, versus the consensus of $0.50. ZoomInfo Technologies Inc. sees FY2021 revenue of $703-707 million, versus the consensus of $676.51 million.\nHarmonic (NASDAQ: HLIT)8.2% HIGHER; reported Q2 EPS of $0.05, $0.05 better than the analyst estimate of $0.00. Revenue for the quarter came in at $113.4 million versus the consensus estimate of $107.52 million.\nColumbia Sportswear (NASDAQ: COLM)5.6% HIGHER; reported Q2 EPS of $0.61, $0.69 better than the analyst estimate of ($0.08). Revenue for the quarter came in at $566.4 million versus the consensus estimate of $497.57 million. Columbia Sportswear sees FY2021 EPS of $4.30-$4.55, versus the consensus of $4.43. Columbia Sportswear sees FY2021 revenue of $3.13-3.16 billion, versus the consensus of $3.08 billion.\nBoise Cascade (NYSE: BCC)5% HIGHER; reported Q2 EPS of $7.62, $3.28 better than the analyst estimate of $4.34. Revenue for the quarter came in at $2.44 billion versus the consensus estimate of $1.99 billion.\nAddus HomeCare (NASDAQ: ADUS)5% LOWER; reported Q2 EPS of $0.90, $0.01 better than the analyst estimate of $0.89. Revenue for the quarter came in at $217.9 million versus the consensus estimate of $216.83 million.\nSterling Construction (NASDAQ: STRL) 4.4% HIGHER; reported Q2 EPS of $0.69, $0.17 better than the analyst estimate of $0.52. Revenue for the quarter came in at $401.7 million versus the consensus estimate of $397.15 million. The Company Increases 2021 Full Year Net Income Guidance to $55 million - $58 million.\nSanmina (NASDAQ: SANM)4.2% LOWER; reported Q3 EPS of $0.99, $0.08 better than the analyst estimate of $0.91. Revenue for the quarter came in at $1.66 billion versus the consensus estimate of $1.73 billion. Sanmina sees Q4 2021 EPS of $0.93-$1.03, versus the consensus of $0.97. Sanmina sees Q4 2021 revenue of $1.65-1.75 billion, versus the consensus of $1.78 billion.\nReynolds Consumer Products Inc. (NASDAQ: REYN)4% LOWER; reported Q2 EPS of $0.39, $0.01 better than the analyst estimate of $0.38. Revenue for the quarter came in at $873 million versus the consensus estimate of $891.42 million. Reynolds Consumer Products Inc. sees FY2021 EPS of $1.54-$1.64, versus the consensus of $1.90.\nDriven Brands Holdings Inc. (NASDAQ: DRVN)4% LOWER; announced the commencement of an underwritten secondary public offering of 12 million shares of Driven Brands common stock by Driven Equity LLC and RC IV Cayman ICW Holdings LLC (together the Selling Stockholders), each of which is a related entity of Roark Capital Management, LLC. The Selling Stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,800,000 shares of common stock. Driven Brands is not selling any shares of common stock in the offering and will not receive any proceeds from the offering.\nKennametal (NYSE: KMT)3.5% HIGHER; reported Q4 EPS of $0.53, $0.13 better than the analyst estimate of $0.40. Revenue for the quarter came in at $515.97 million versus the consensus estimate of $514.21 million. Today the Company announced that its Board of Directors authorized a share repurchase program. Under this program, the Company intends to repurchase up to $200 million of Kennametal common stock. The Company expects to fund repurchases through cash generated from operations.\nVaronis Systems (NASDAQ: VRNS)3.3% LOWER; reported Q2 EPS of ($0.01), $0.02 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $88.4 million versus the consensus estimate of $83.68 million. Varonis Systems sees Q3 2021 EPS of $0.01-$0.02, versus the consensus of $0.01. Varonis Systems sees Q3 2021 revenue of $96-98 million, versus the consensus of $94.7 million. Varonis Systems sees FY2021 EPS of $0.03-$0.05, versus the consensus of $0.02. Varonis Systems sees FY2021 revenue of $375-379 million, versus the consensus of $370.2 million.\nUltra Clean Holdings (NASDAQ: UCTT)3% LOWER; reported Q2 EPS of $0.99, $0.03 better than the analyst estimate of $0.96. Revenue for the quarter came in at $515.2 million versus the consensus estimate of $505.44 million. Ultra Clean Holdings sees Q3 2021 EPS of $0.94-$1.10, versus the consensus of $0.99. Ultra Clean Holdings sees Q3 2021 revenue of $520-560 million, versus the consensus of $516.6 million.\nTake-Two Interactive Software (NASDAQ: TTWO)2.8% LOWER; reported Q1 EPS of $1.01, $0.12 better than the analyst estimate of $0.89. Revenue for the quarter came in at $711.4 million versus the consensus estimate of $688.97 million. Take-Two Interactive Software sees Q2 2022 EPS of $1.20-$1.30, versus the consensus of $1.36. Take-Two Interactive Software sees Q2 2022 revenue of $815-865 million, versus the consensus of $878.3 million.\nContinental Resources (NYSE: CLR)2.4% HIGHER; reported Q2 EPS of $0.91, $0.47 better than the analyst estimate of $0.44. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.07 billion.\nTrex (NYSE: TREX)2% LOWER; reported Q2 EPS of $0.53, in-line with the analyst estimate of $0.53. Revenue for the quarter came in at $312 million versus the consensus estimate of $302.23 million. Trex sees Q3 2021 revenue of $320-330 million, versus the consensus of $323.3 million.\nTaboola (NASDAQ: TBLA)1.9% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $14.00.\nArista Networks (NYSE: ANET)1.6% LOWER; reported Q2 EPS of $2.72, $0.18 better than the analyst estimate of $2.54. Revenue for the quarter came in at $707.3 million versus the consensus estimate of $687.15 million. Arista Networks sees Q3 2021 revenue of $725-745 million, versus the consensus of $697.45 million.","news_type":1,"symbols_score_info":{"PCSA":0.9,"SPG":0.9,".IXIC":0.9,"COLM":0.9,"RNA":0.9,"VRNS":0.9,"SANM":0.9,"DRVN":0.9,"STRL":0.9,"CLR":0.9,"SEDG":0.9,"UCTT":0.9,"TTWO":0.9,"KMT":0.9,"UIS":0.9,"ADUS":0.9,"BCC":0.9,"HLIT":0.9,"REYN":0.9,"LI":0.9,"ZI":0.9,"TBIO":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802730022,"gmtCreate":1627804502566,"gmtModify":1633756224519,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802730022","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800694368,"gmtCreate":1627296187754,"gmtModify":1633766426561,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800694368","repostId":"2154931205","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177118449,"gmtCreate":1627186194981,"gmtModify":1633767327982,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177118449","repostId":"1112927800","repostType":2,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171431900,"gmtCreate":1626755016000,"gmtModify":1633771328029,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Buy the dip!!","listText":"Buy the dip!!","text":"Buy the dip!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171431900","repostId":"1149818409","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161656970,"gmtCreate":1623924506490,"gmtModify":1634025818125,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Buy the dip...","listText":"Buy the dip...","text":"Buy the dip...","images":[{"img":"https://static.tigerbbs.com/6af71f27179f95a11a96427379c2bbde","width":"1080","height":"2829"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161656970","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161651711,"gmtCreate":1623924389433,"gmtModify":1634025819059,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161651711","repostId":"2143979397","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160554276,"gmtCreate":1623802870495,"gmtModify":1631888437111,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>up up up.&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>up up up.&nbsp;","text":"$Twitter(TWTR)$up up up.","images":[{"img":"https://static.tigerbbs.com/b9be39edd974cb8d3504ed018817b55b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160554276","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160555060,"gmtCreate":1623802799450,"gmtModify":1634028023266,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Let's go...keep it up!","listText":"Let's go...keep it up!","text":"Let's go...keep it up!","images":[{"img":"https://static.tigerbbs.com/1bf74eafa08da2b6e2906d35d37fb200","width":"1080","height":"2742"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160555060","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185643145,"gmtCreate":1623648183587,"gmtModify":1634030652479,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185643145","repostId":"1163127718","repostType":4,"repost":{"id":"1163127718","kind":"news","pubTimestamp":1623640604,"share":"https://www.laohu8.com/m/news/1163127718?lang=zh_CN&edition=full","pubTime":"2021-06-14 11:16","market":"us","language":"en","title":"AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163127718","media":"MarketWatch","summary":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to","content":"<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已被主要云提供商广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>","source":"lsy1603348471595","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>AMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</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\">\nAMD’s stock has been left behind, but not for long — here’s why<blockquote>AMD的股票已经落后，但不会太久——原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-14 11:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p><p><blockquote>Advanced Micro Devices拥有一系列新的尖端产品，更不用说一项关键收购来加速增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（盖蒂图片社）</span></p></blockquote></p><p> Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p><p><blockquote>在最近的反弹之后，科技作为一个行业看起来仍然值得买入，但一只芯片股尤其突出。</blockquote></p><p> While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p><p><blockquote>虽然iShares PHLX Semiconductor ETF和Nvidia Corp.NVDA已经从5月份的低迷中恢复过来，但Advanced Micro Devices Inc.尚未完全反弹。这使得该股看起来值得持有，尽管自我上次在2017年2月建议该股以来，该股已上涨517%，而标普500和纳斯达克综合指数分别上涨了80%和140%。</blockquote></p><p> Let’s take a look at why, and how AMD stacks up against competitors.</p><p><blockquote>让我们来看看为什么，以及AMD如何与竞争对手相比。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p><p><blockquote>Advanced Micro Devices设计用于数据中心服务器、PC和视频游戏机的中央处理器（CPU）和图形处理器（GPU）。这使得它成为目前科技领域两大趋势的一部分——向云和视频游戏硬件的迁移。从历史上看，该公司落后于英特尔公司。但由于英特尔的创新芯片设计和制造问题，它现在已经超过了竞争对手。</blockquote></p><p> Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p><p><blockquote>Thrivent的技术分析师Peter Karazeris表示，在2014年上任的首席执行官Lisa Su的领导下，AMD推出了极具竞争力的芯片系列。这让AMD重新回到了游戏中。AMD用于服务器的EPYC系列处理器已被主要云提供商广泛使用，包括亚马逊公司、Alphabet公司、微软公司、甲骨文公司和腾讯控股控股有限公司。AMD用于游戏硬件的Radeon GPU及其用于PC和笔记本电脑的Ryzen系列芯片同样成功。</blockquote></p><p> Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p><p><blockquote>除了更好的芯片设计，AMD还通过利用台积电制造有限公司的先进制造能力取得了领先，该公司可以通过使用更小的7纳米晶体管来封装更多的芯片。英特尔被困在10纳米。</blockquote></p><p> Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p><p><blockquote>这一切的结果是：AMD在云计算和相关数据中心建设的大趋势中发挥了坚实的作用。这是对人工智能和大数据分析日益复杂的押注。它的GPU芯片让英伟达物有所值。这使得AMD在新的Xbox和索尼PlayStation游戏机升级周期中发挥了作用，并有可能在今年晚些时候发布新的任天堂Switch。AMD现在也是个人电脑和笔记本电脑的有力竞争者。</blockquote></p><p> “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p><p><blockquote>“我们AMD的目标是真正成为高性能计算浪潮的领导者，”Su说。</blockquote></p><p> She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p><p><blockquote>她正在如愿以偿，你可以从数字中看到成功。第一季度销售额同比增长93%，环比增长6%。AMD预计今年销售额增长50%，高于之前37%的增长指引。</blockquote></p><p> “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p><p><blockquote>晨星分析师Abhinav Davuluri表示：“我们相信这一指导应该很容易实现，特别是在英特尔应对制造挑战的情况下。”</blockquote></p><p> In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p><p><blockquote>在CPU领域，销售额的增长速度快于整个行业，这告诉我们AMD正在从竞争对手那里获得份额。</blockquote></p><p> “We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p><p><blockquote>高盛分析师Toshiya Hari表示：“我们预计今年剩余时间和2022年股价将持续增长。”他对AMD给予买入评级和106美元的目标价。这家芯片公司在高盛高度青睐公司的“定罪名单”上。</blockquote></p><p> Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p><p><blockquote>以下是AMD在最近一个季度的增长、利润率和估值方面与竞争对手的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p><p><blockquote>大量现金头寸和稳健的现金流对投资者来说是积极的，因为它们为公司提供了依赖银行融资的自由。强劲的现金头寸也支持对投资者友好的举措，例如回购和股息。</blockquote></p><p> Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p><p><blockquote>得益于所有的增长，AMD的现金头寸从2019年的15亿美元大幅上升至去年的23亿美元。AMD不支付股息，但其董事会最近批准了40亿美元的巨额股票回购。作为该公司首次向股东返还大笔现金，这约占AMD市值的4%。德意志银行分析师罗斯·西莫尔表示，这也表明该公司对其业务充满信心，尽管人们越来越担心竞争加剧，但仍有能力继续产生稳定的自由现金流。</blockquote></p><p> Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p><p><blockquote>以下是AMD相对于竞争对手的现金状况和现金流增长情况。Marvell Technology Inc.的数据截至2021年1月30日。其余为第一季度：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Global reach</b></p><p><blockquote><b>全球影响力</b></blockquote></p><p></p><p> AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p><p><blockquote>AMD在许多地区都有销售记录。当全球经济增长像现在这样强劲时，这是一个积极的因素——在全球30万亿美元的财政和货币刺激措施的推动下。由于美中紧张局势，大量接触中国可能是一种风险，但在拜登总统的领导下，这个问题似乎有所减少，至少到目前为止是这样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p><p><blockquote>从大多数指标来看，AMD是同类股票中第二贵的股票。但考虑到增长，这是合理的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Wall Street’s opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p><p><blockquote>作为一个整体，华尔街分析师预测AMD的涨幅是该领域所有公司中最大的。同样值得注意的是，只有61%的分析师给予买入评级，低于英伟达、博通公司、Marvell和ADI公司的比例。对于投资者来说，这是一个积极的因素，因为它告诉我们卖方分析师有更多的空间转向看涨并推动他们的客户进入该名称。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p><p><blockquote>T.Rowe Price科技分析师Tony Wang指出，AMD面临的一大风险是英特尔卷土重来。英特尔以前也这样做过。但AMD仍然有一些锦囊妙计。</blockquote></p><p> It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p><p><blockquote>它最近推出了更高级版本的EPYC处理器，代号为Milan。该系列服务器芯片将在今年下半年提升销量。AMD正在向更高效的5纳米生产迈进，推出了一系列名为Genoa的芯片，计划于2022年发布。杰富瑞(Jefferies)分析师马克·利帕西斯(Mark Lipacis)表示，这两项产品的推出将使AMD在相对于英特尔等竞争对手的市场份额中继续增长，这也是他给予该股“买入”评级和110美元目标价的原因之一。</blockquote></p><p> AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p><p><blockquote>AMD还推出了基于其计算DNA（CDNA）芯片架构的下一代GPU，用于数据中心。AMD今年晚些时候与Xilinx Inc.的合并应该会通过将Xilinx的现场可编程门阵列（FPGA）功能整合到其芯片设计中来帮助AMD生产更复杂的芯片。FPGA为客户提供了更多的余地，可以根据自己的需求定制芯片。</blockquote></p><p> Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p><p><blockquote>其他风险包括芯片行业的周期性，以及随着经济增长率的变化，消费者和企业的需求不可预测。另一个威胁是基于ARM（高级RISC机器）技术的竞争芯片的更广泛采用。</blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <b>July 26:</b>Second-quarter earnings release.</p><p><blockquote><b>7月26日：</b>第二季度财报发布。</blockquote></p><p> <b>Oct. 25:</b>Third-quarter earnings release.</p><p><blockquote><b>10月25日：</b>第三季度财报发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163127718","content_text":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent rebound, but one chip stock stands out in particular.\nWhile the iShares PHLX Semiconductor ETF and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc. hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&P 500 and 140% for Nasdaq Composite Index.\nLet’s take a look at why, and how AMD stacks up against competitors.\nKey dynamics\nAdvanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.\nOver the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp. and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.\nBesides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.\nHere’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.\n“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.\nShe’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.\n“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.\nIn CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.\n“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.\nHere’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:\n(FACTSET)\nCash and cash flow\nBig cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.\nThanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.\nHere’s a look at AMD’s cash position and cash flow  growth, relative to competitors. The numbers for Marvell Technology Inc. are through Jan. 30, 2021. The rest are for the first quarter:\n(FACTSET)\nGlobal reach\nAMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.\n(FACTSET)\nStock valuation and performance\nBy most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.\n(FACTSET)\nWall Street’s opinion\nAs a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.\n(FACTSET)\nRisks\nOne big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.\nIt recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.\nAMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA) chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc. later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.\nOther risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.\nImportant dates\nJuly 26:Second-quarter earnings release.\nOct. 25:Third-quarter earnings release.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185652942,"gmtCreate":1623647706786,"gmtModify":1634030657225,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582706786696256","idStr":"3582706786696256"},"themes":[],"htmlText":"I also want Apple...","listText":"I also want Apple...","text":"I also want Apple...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185652942","repostId":"1165811803","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":893018468,"gmtCreate":1628220508054,"gmtModify":1631891820105,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893018468","repostId":"1112842219","repostType":4,"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883796110,"gmtCreate":1631270922930,"gmtModify":1631891820016,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883796110","repostId":"2166897344","repostType":4,"isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890048403,"gmtCreate":1628070411102,"gmtModify":1631891820108,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890048403","repostId":"1138278557","repostType":4,"repost":{"id":"1138278557","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628069771,"share":"https://www.laohu8.com/m/news/1138278557?lang=zh_CN&edition=full","pubTime":"2021-08-04 17:36","market":"us","language":"en","title":"Most of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138278557","media":"Tiger Newspress","summary":"(Aug 4) Most of Chinese stocks rally in premarket trading.","content":"<p>(Aug&nbsp;4)&nbsp;Most&nbsp;of&nbsp;Chinese&nbsp;stocks&nbsp;rally&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>（8月4日）大多数中国股市在盘前交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e20b3f08685e4cdc45bf7c333cb5e6f\" tg-width=\"373\" tg-height=\"729\" width=\"100%\" height=\"auto\"></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>Most of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of Chinese stocks rally in premarket trading<blockquote>大多数中国股市在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-04 17:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;4)&nbsp;Most&nbsp;of&nbsp;Chinese&nbsp;stocks&nbsp;rally&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote>（8月4日）大多数中国股市在盘前交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e20b3f08685e4cdc45bf7c333cb5e6f\" tg-width=\"373\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138278557","content_text":"(Aug 4) Most of Chinese stocks rally in premarket trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816347829,"gmtCreate":1630471976961,"gmtModify":1631891820023,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/816347829","repostId":"1135619141","repostType":4,"isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804501010,"gmtCreate":1627961870130,"gmtModify":1631891820117,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804501010","repostId":"1155447685","repostType":4,"repost":{"id":"1155447685","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627947681,"share":"https://www.laohu8.com/m/news/1155447685?lang=zh_CN&edition=full","pubTime":"2021-08-03 07:41","market":"us","language":"en","title":"Toplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155447685","media":"Tiger Newspress","summary":"Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparke","content":"<p>Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparked a sell-off on Wall Street.</p><p><blockquote>由于对经济增长放缓的担忧引发华尔街抛售，周一隔夜交易中股指期货小幅上涨。</blockquote></p><p> At 8:38p.m. ET, Dow e-minis were up 67 points, or 0.19%, S&amp;P 500 e-minis were up 7.25 points, or 0.17%, and Nasdaq 100 e-minis were up 12.50 points, or 0.08%.</p><p><blockquote>晚上8点38分。美国东部时间，道指e-minis上涨67点，涨幅0.19%，标普500 e-minis上涨7.25点，涨幅0.17%，纳斯达克100 e-minis上涨12.50点，涨幅0.08%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c47731831613ce7e5b1f491d50a7f8b8\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <b>Li Auto Inc. (Nasdaq: LI) </b>2.2% LOWER; <a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">announced the launch of its global offering</a> of 100,000,000 Class A ordinary shares of the Company, which comprises a Hong Kong public offering of initially 10,000,000 Class A ordinary shares commencing on August 3, 2021, Hong Kong time (the “Hong Kong Public Offering”) and an international offering of initially 90,000,000 Class A ordinary shares commencing today (the “International Offering”), and dual-primary listing of its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) under the stock code “2015.”</p><p><blockquote><b>理想汽车股份有限公司（纳斯达克：LI）</b>下降2.2%；<a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">宣布启动其全球发售</a>本公司100,000,000股A类普通股，包括于香港时间2021年8月3日开始的初步香港公开发售10,000,000股A类普通股（“香港公开发售”）及于今日开始的初步国际发售90,000,000股A类普通股（“国际发售”），以及其A类普通股于香港联合交易所有限公司（“香港联交所”）主板双重主要上市，股份代号为“2015”。</blockquote></p><p> <b>Translate Bio (NASDAQ: TBIO)</b>68.5% HIGHER; <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> (NASDAQ: SNY) made an offer to acquire Translate Bio (NASDAQ: TBIO)</p><p><blockquote><b>翻译生物（纳斯达克：TBIO）</b>高出68.5%；<a href=\"https://laohu8.com/S/GCVRZ\">赛诺菲</a>（纳斯达克：SNY）要约收购Translate Bio（纳斯达克：TBIO）</blockquote></p><p> <b>Take-Two Interactive Software(Nasdaq: TTWO)</b>3.5% LOWER;The video game company’s quarterly revenue came in above estimates. Take-Two Interactive reported revenue of $711 million, beating analysts’ expectations of $688 million, according to Refinitiv.</p><p><blockquote><b>Take-Two互动软件（纳斯达克：TTWO）</b>降低3.5%；这家视频游戏公司的季度收入高于预期。根据Refinitiv的数据，Take-Two Interactive报告营收为7.11亿美元，超出分析师预期的6.88亿美元。</blockquote></p><p> <b>Simon Property Group(NYSE: SPG)</b>2.6% HIGHER;The company released a solid earnings report. Simon Property posted revenue of $1.16 billion, compared to the $1.14 billion that analysts were expecting, according to Refinitiv. The company also raised its dividend to $1.50.</p><p><blockquote><b>西蒙地产集团（纽约证券交易所代码：SPG）</b>高2.6%；该公司发布了一份稳健的收益报告。根据Refinitiv的数据，Simon Property公布的收入为11.6亿美元，而分析师预期为11.4亿美元。该公司还将股息提高至1.50美元。</blockquote></p><p> <b>Unisys Corp.(NYSE: UIS)</b>7.5% HIGHER;Shares of the software company jumped nearly 10% after hours following a stronger-than-expected quarterly report. Unisys posted adjusted earnings of 68 cents per share, compared to an EPS of 42 cents expected by analysts polled by StreetAccount.</p><p><blockquote><b>优利系统公司（纽约证券交易所股票代码：UIS）</b>高7.5%；在发布强于预期的季度报告后，该软件公司股价盘后上涨近10%。Unisys公布调整后每股收益为68美分，而StreetAccount调查的分析师预期每股收益为42美分。</blockquote></p><p> <b>Processa Pharmaceuticals (NASDAQ: PCSA)</b>23% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $20.00.</p><p><blockquote><b>Processa制药公司（纳斯达克：PCSA）</b>高出23%；奥本海默首次给予跑赢大盘评级，目标价为20.00美元。</blockquote></p><p> <b>SolarEdge Technologies (NASDAQ: SEDG)</b>11% HIGHER; reported Q2 EPS of $1.28, $0.16 better than the analyst estimate of $1.12. Revenue for the quarter came in at $480.1 million versus the consensus estimate of $454.69 million. SolarEdge Technologies sees Q3 2021 revenue of $520-540 million, versus the consensus of $504.7 million. Unisys Corp. (NYSE: UIS)10% HIGHER; reported Q2 EPS of $0.68, $0.35 better than the analyst estimate of $0.33. Revenue for the quarter came in at $517.3 million versus the consensus estimate of $485.57 million.</p><p><blockquote><b>SolarEdge Technologies（纳斯达克：SEDG）</b>高11%；报告第二季度每股收益为1.28美元，比分析师预期的1.12美元高出0.16美元。该季度营收为4.801亿美元，而市场普遍预期为4.5469亿美元。SolarEdge Technologies预计2021年第三季度收入为5.20-5.4亿美元，而市场普遍预期为5.047亿美元。Unisys Corp.(NYSE：UIS)上涨10%；报告第二季度每股收益为0.68美元，比分析师预期的0.33美元高出0.35美元。该季度营收为5.173亿美元，而市场普遍预期为4.8557亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences, Inc.</a> (Nasdaq: RNA)</b>9.6% LOWER; announced that it intends to offer and sell, subject to market and other conditions, $100 million of shares of its common stock in an underwritten public offering</p><p><blockquote><b><a href=\"https://laohu8.com/S/RNA\">Avidity生物科学公司。</a>（纳斯达克：RNA）</b>下降9.6%；宣布打算根据市场和其他条件，通过承销的公开发行发行和出售1亿美元的普通股</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies Inc.</a> (NASDAQ: ZI)</b>8.8% HIGHER; reported Q2 EPS of $0.14, $0.02 better than the analyst estimate of $0.12. Revenue for the quarter came in at $174 million versus the consensus estimate of $162.34 million. ZoomInfo Technologies Inc. sees Q3 2021 EPS of $0.11-$0.12, versus the consensus of $0.12. ZoomInfo Technologies Inc. sees Q3 2021 revenue of $182-184 million, versus the consensus of $172.74 million. ZoomInfo Technologies Inc. sees FY2021 EPS of $0.50-$0.51, versus the consensus of $0.50. ZoomInfo Technologies Inc. sees FY2021 revenue of $703-707 million, versus the consensus of $676.51 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo技术公司。</a>（纳斯达克：子）</b>高8.8%；报告第二季度每股收益为0.14美元，比分析师预期的0.12美元高出0.02美元。该季度营收为1.74亿美元，而市场普遍预期为1.6234亿美元。ZoomInfo Technologies Inc.预计2021年第三季度每股收益为0.11-0.12美元，而市场普遍预期为0.12美元。ZoomInfo Technologies Inc.预计2021年第三季度收入为1.82亿至1.84亿美元，而市场普遍预期为1.7274亿美元。ZoomInfo Technologies Inc.预计2021财年每股收益为0.50-0.51美元，而市场普遍预期为0.50美元。ZoomInfo Technologies Inc.预计2021财年收入为7.03-7.07亿美元，而市场普遍预期为6.7651亿美元。</blockquote></p><p> <b>Harmonic (NASDAQ: HLIT)</b>8.2% HIGHER; reported Q2 EPS of $0.05, $0.05 better than the analyst estimate of $0.00. Revenue for the quarter came in at $113.4 million versus the consensus estimate of $107.52 million.</p><p><blockquote><b>谐波（纳斯达克：HLIT）</b>高8.2%；报告第二季度每股收益为0.05美元，比分析师预期的0.00美元好0.05美元。该季度营收为1.134亿美元，而市场普遍预期为1.0752亿美元。</blockquote></p><p> <b>Columbia Sportswear (NASDAQ: COLM)</b>5.6% HIGHER; reported Q2 EPS of $0.61, $0.69 better than the analyst estimate of ($0.08). Revenue for the quarter came in at $566.4 million versus the consensus estimate of $497.57 million. Columbia Sportswear sees FY2021 EPS of $4.30-$4.55, versus the consensus of $4.43. Columbia Sportswear sees FY2021 revenue of $3.13-3.16 billion, versus the consensus of $3.08 billion.</p><p><blockquote><b>哥伦比亚运动服（纳斯达克：COLM）</b>高5.6%；报告第二季度每股收益为0.61美元，比分析师预期的0.08美元高出0.69美元。该季度营收为5.664亿美元，而市场普遍预期为4.9757亿美元。Columbia Sportswear预计2021财年每股收益为4.30-4.55美元，而市场普遍预期为4.43美元。Columbia Sportswear预计2021财年收入为31.13-31.6亿美元，而市场普遍预期为30.8亿美元。</blockquote></p><p> <b>Boise Cascade (NYSE: BCC)</b>5% HIGHER; reported Q2 EPS of $7.62, $3.28 better than the analyst estimate of $4.34. Revenue for the quarter came in at $2.44 billion versus the consensus estimate of $1.99 billion.</p><p><blockquote><b>博伊西喀斯喀特（纽约证券交易所代码：BCC）</b>高5%；报告第二季度每股收益为7.62美元，比分析师预期的4.34美元高出3.28美元。该季度营收为24.4亿美元，而市场普遍预期为19.9亿美元。</blockquote></p><p> <b>Addus HomeCare (NASDAQ: ADUS)</b>5% LOWER; reported Q2 EPS of $0.90, $0.01 better than the analyst estimate of $0.89. Revenue for the quarter came in at $217.9 million versus the consensus estimate of $216.83 million.</p><p><blockquote><b>Addus HomeCare（纳斯达克：ADUS）</b>降低5%；报告第二季度每股收益为0.90美元，比分析师预期的0.89美元高出0.01美元。该季度营收为2.179亿美元，而市场普遍预期为2.1683亿美元。</blockquote></p><p></p><p> <b>Sterling Construction (NASDAQ: STRL) </b>4.4% HIGHER; reported Q2 EPS of $0.69, $0.17 better than the analyst estimate of $0.52. Revenue for the quarter came in at $401.7 million versus the consensus estimate of $397.15 million. The Company Increases 2021 Full Year Net Income Guidance to $55 million - $58 million.</p><p><blockquote><b>Sterling Construction（纳斯达克：STRL）</b>高4.4%；报告第二季度每股收益为0.69美元，比分析师预期的0.52美元高出0.17美元。该季度营收为4.017亿美元，而市场普遍预期为3.9715亿美元。该公司将2021年全年净利润指引上调至5500万至5800万美元。</blockquote></p><p> <b>Sanmina (NASDAQ: SANM)</b>4.2% LOWER; reported Q3 EPS of $0.99, $0.08 better than the analyst estimate of $0.91. Revenue for the quarter came in at $1.66 billion versus the consensus estimate of $1.73 billion. Sanmina sees Q4 2021 EPS of $0.93-$1.03, versus the consensus of $0.97. Sanmina sees Q4 2021 revenue of $1.65-1.75 billion, versus the consensus of $1.78 billion.</p><p><blockquote><b>桑米娜（纳斯达克：SANM）</b>下降4.2%；报告第三季度每股收益为0.99美元，比分析师预期的0.91美元好0.08美元。该季度营收为16.6亿美元，而市场普遍预期为17.3亿美元。Sanmina预计2021年第四季度每股收益为0.93-1.03美元，而市场普遍预期为0.97美元。Sanmina预计2021年第四季度营收为16.5-17.5亿美元，而市场普遍预期为17.8亿美元。</blockquote></p><p> <b>Reynolds Consumer Products Inc. (NASDAQ: REYN)</b>4% LOWER; reported Q2 EPS of $0.39, $0.01 better than the analyst estimate of $0.38. Revenue for the quarter came in at $873 million versus the consensus estimate of $891.42 million. Reynolds Consumer Products Inc. sees FY2021 EPS of $1.54-$1.64, versus the consensus of $1.90.</p><p><blockquote><b>雷诺消费品公司（纳斯达克：REYN）</b>降低4%；报告第二季度每股收益为0.39美元，比分析师预期的0.38美元高出0.01美元。该季度营收为8.73亿美元，而市场普遍预期为8.9142亿美元。Reynolds Consumer Products Inc.预计2021财年每股收益为1.54-1.64美元，而市场普遍预期为1.90美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DRVN\">Driven Brands Holdings Inc.</a> (NASDAQ: DRVN)</b>4% LOWER; announced the commencement of an underwritten secondary public offering of 12 million shares of Driven Brands common stock by Driven Equity LLC and RC IV Cayman ICW Holdings LLC (together the Selling Stockholders), each of which is a related entity of Roark Capital Management, LLC. The Selling Stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,800,000 shares of common stock. Driven Brands is not selling any shares of common stock in the offering and will not receive any proceeds from the offering.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DRVN\">驱动品牌控股公司。</a>（纳斯达克：DRVN）</b>降低4%；宣布开始由Driven Equity LLC和RC IV Cayman ICW Holdings LLC（统称为出售股东）承销1200万股Driven Brands普通股的二次公开发行，这两家公司都是Roark Capital Management，LLC的相关实体。出售股东还打算授予承销商30天的选择权，以额外购买最多1,800,000股普通股。Driven Brands不会在此次发行中出售任何普通股，也不会从此次发行中获得任何收益。</blockquote></p><p> <b>Kennametal (NYSE: KMT)</b>3.5% HIGHER; reported Q4 EPS of $0.53, $0.13 better than the analyst estimate of $0.40. Revenue for the quarter came in at $515.97 million versus the consensus estimate of $514.21 million. Today the Company announced that its Board of Directors authorized a share repurchase program. Under this program, the Company intends to repurchase up to $200 million of Kennametal common stock. The Company expects to fund repurchases through cash generated from operations.</p><p><blockquote><b>肯纳金属（纽约证券交易所代码：KMT）</b>高3.5%；报告第四季度每股收益为0.53美元，比分析师预期的0.40美元好0.13美元。该季度营收为5.1597亿美元，而市场普遍预期为5.1421亿美元。今天，该公司宣布董事会批准了一项股票回购计划。根据该计划，该公司打算回购最多2亿美元的肯纳金属普通股。该公司预计通过运营产生的现金为回购提供资金。</blockquote></p><p> <b>Varonis Systems (NASDAQ: VRNS)</b>3.3% LOWER; reported Q2 EPS of ($0.01), $0.02 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $88.4 million versus the consensus estimate of $83.68 million. Varonis Systems sees Q3 2021 EPS of $0.01-$0.02, versus the consensus of $0.01. Varonis Systems sees Q3 2021 revenue of $96-98 million, versus the consensus of $94.7 million. Varonis Systems sees FY2021 EPS of $0.03-$0.05, versus the consensus of $0.02. Varonis Systems sees FY2021 revenue of $375-379 million, versus the consensus of $370.2 million.</p><p><blockquote><b>Varonis Systems（纳斯达克：VRNS）</b>下降3.3%；报告第二季度每股收益为（0.01美元），比分析师预期的（0.03美元）好0.02美元。该季度营收为8840万美元，而市场普遍预期为8368万美元。Varonis Systems预计2021年第三季度每股收益为0.01-0.02美元，而市场普遍预期为0.01美元。Varonis Systems预计2021年第三季度收入为96-9800万美元，而市场普遍预期为9470万美元。Varonis Systems预计2021财年每股收益为0.03-0.05美元，而市场普遍预期为0.02美元。Varonis Systems预计2021财年收入为3.75-3.79亿美元，而市场普遍预期为3.702亿美元。</blockquote></p><p> <b>Ultra Clean Holdings (NASDAQ: UCTT)</b>3% LOWER; reported Q2 EPS of $0.99, $0.03 better than the analyst estimate of $0.96. Revenue for the quarter came in at $515.2 million versus the consensus estimate of $505.44 million. Ultra Clean Holdings sees Q3 2021 EPS of $0.94-$1.10, versus the consensus of $0.99. Ultra Clean Holdings sees Q3 2021 revenue of $520-560 million, versus the consensus of $516.6 million.</p><p><blockquote><b>超净控股（纳斯达克：UCTT）</b>降低3%；报告第二季度每股收益为0.99美元，比分析师预期的0.96美元高出0.03美元。该季度营收为5.152亿美元，而市场普遍预期为5.0544亿美元。Ultra Clean Holdings预计2021年第三季度每股收益为0.94-1.10美元，而市场普遍预期为0.99美元。Ultra Clean Holdings预计2021年第三季度收入为5.20-5.6亿美元，而市场普遍预期为5.166亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> (NASDAQ: TTWO)</b>2.8% LOWER; reported Q1 EPS of $1.01, $0.12 better than the analyst estimate of $0.89. Revenue for the quarter came in at $711.4 million versus the consensus estimate of $688.97 million. Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software sees Q2 2022 EPS of $1.20-$1.30, versus the consensus of $1.36. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> Interactive Software sees Q2 2022 revenue of $815-865 million, versus the consensus of $878.3 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TTWO\">Take-Two交互式软件</a>（纳斯达克：TTWO）</b>下降2.8%；报告第一季度每股收益为1.01美元，比分析师预期的0.89美元高出0.12美元。该季度营收为7.114亿美元，而市场普遍预期为6.8897亿美元。拿-<a href=\"https://laohu8.com/S/TWOA.U\">两个</a>Interactive Software预计2022年第二季度每股收益为1.20-1.30美元，而市场普遍预期为1.36美元。拿-<a href=\"https://laohu8.com/S/TWOA\">两个</a>Interactive Software预计2022年第二季度收入为8.15-8.65亿美元，而市场普遍预期为8.783亿美元。</blockquote></p><p> <b>Continental Resources (NYSE: CLR)</b>2.4% HIGHER; reported Q2 EPS of $0.91, $0.47 better than the analyst estimate of $0.44. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.07 billion.</p><p><blockquote><b>大陆资源公司（纽约证券交易所股票代码：CLR）</b>高2.4%；报告第二季度每股收益为0.91美元，比分析师预期的0.44美元高出0.47美元。该季度营收为12.4亿美元，而市场普遍预期为10.7亿美元。</blockquote></p><p> <b>Trex (NYSE: TREX)</b>2% LOWER; reported Q2 EPS of $0.53, in-line with the analyst estimate of $0.53. Revenue for the quarter came in at $312 million versus the consensus estimate of $302.23 million. Trex sees Q3 2021 revenue of $320-330 million, versus the consensus of $323.3 million.</p><p><blockquote><b>TREX（纽约证券交易所代码：TREX）</b>降低2%；报告第二季度每股收益为0.53美元，与分析师预期的0.53美元一致。该季度营收为3.12亿美元，而市场普遍预期为3.0223亿美元。Trex预计2021年第三季度收入为320-3.3亿美元，而市场普遍预期为3.233亿美元。</blockquote></p><p> <b>Taboola (NASDAQ: TBLA)</b>1.9% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $14.00.</p><p><blockquote><b>Taboola（纳斯达克：TBLA）</b>高1.9%；奥本海默首次给予跑赢大盘评级，目标价为14.00美元。</blockquote></p><p> <b>Arista Networks (NYSE: ANET)</b>1.6% LOWER; reported Q2 EPS of $2.72, $0.18 better than the analyst estimate of $2.54. Revenue for the quarter came in at $707.3 million versus the consensus estimate of $687.15 million. Arista Networks sees Q3 2021 revenue of $725-745 million, versus the consensus of $697.45 million.</p><p><blockquote><b>Arista Networks（纽约证券交易所代码：ANET）</b>降低1.6%；报告第二季度每股收益为2.72美元，比分析师预期的2.54美元高出0.18美元。该季度营收为7.073亿美元，而市场普遍预期为6.8715亿美元。Arista Networks预计2021年第三季度收入为7.25-7.45亿美元，而市场普遍预期为6.9745亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nToplines After Hours US Market on Monday<blockquote>周一美国市场盘后顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 07:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparked a sell-off on Wall Street.</p><p><blockquote>由于对经济增长放缓的担忧引发华尔街抛售，周一隔夜交易中股指期货小幅上涨。</blockquote></p><p> At 8:38p.m. ET, Dow e-minis were up 67 points, or 0.19%, S&amp;P 500 e-minis were up 7.25 points, or 0.17%, and Nasdaq 100 e-minis were up 12.50 points, or 0.08%.</p><p><blockquote>晚上8点38分。美国东部时间，道指e-minis上涨67点，涨幅0.19%，标普500 e-minis上涨7.25点，涨幅0.17%，纳斯达克100 e-minis上涨12.50点，涨幅0.08%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c47731831613ce7e5b1f491d50a7f8b8\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <b>Li Auto Inc. (Nasdaq: LI) </b>2.2% LOWER; <a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">announced the launch of its global offering</a> of 100,000,000 Class A ordinary shares of the Company, which comprises a Hong Kong public offering of initially 10,000,000 Class A ordinary shares commencing on August 3, 2021, Hong Kong time (the “Hong Kong Public Offering”) and an international offering of initially 90,000,000 Class A ordinary shares commencing today (the “International Offering”), and dual-primary listing of its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) under the stock code “2015.”</p><p><blockquote><b>理想汽车股份有限公司（纳斯达克：LI）</b>下降2.2%；<a href=\"https://laohu8.com/NW/2156117308\" target=\"_blank\">宣布启动其全球发售</a>本公司100,000,000股A类普通股，包括于香港时间2021年8月3日开始的初步香港公开发售10,000,000股A类普通股（“香港公开发售”）及于今日开始的初步国际发售90,000,000股A类普通股（“国际发售”），以及其A类普通股于香港联合交易所有限公司（“香港联交所”）主板双重主要上市，股份代号为“2015”。</blockquote></p><p> <b>Translate Bio (NASDAQ: TBIO)</b>68.5% HIGHER; <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> (NASDAQ: SNY) made an offer to acquire Translate Bio (NASDAQ: TBIO)</p><p><blockquote><b>翻译生物（纳斯达克：TBIO）</b>高出68.5%；<a href=\"https://laohu8.com/S/GCVRZ\">赛诺菲</a>（纳斯达克：SNY）要约收购Translate Bio（纳斯达克：TBIO）</blockquote></p><p> <b>Take-Two Interactive Software(Nasdaq: TTWO)</b>3.5% LOWER;The video game company’s quarterly revenue came in above estimates. Take-Two Interactive reported revenue of $711 million, beating analysts’ expectations of $688 million, according to Refinitiv.</p><p><blockquote><b>Take-Two互动软件（纳斯达克：TTWO）</b>降低3.5%；这家视频游戏公司的季度收入高于预期。根据Refinitiv的数据，Take-Two Interactive报告营收为7.11亿美元，超出分析师预期的6.88亿美元。</blockquote></p><p> <b>Simon Property Group(NYSE: SPG)</b>2.6% HIGHER;The company released a solid earnings report. Simon Property posted revenue of $1.16 billion, compared to the $1.14 billion that analysts were expecting, according to Refinitiv. The company also raised its dividend to $1.50.</p><p><blockquote><b>西蒙地产集团（纽约证券交易所代码：SPG）</b>高2.6%；该公司发布了一份稳健的收益报告。根据Refinitiv的数据，Simon Property公布的收入为11.6亿美元，而分析师预期为11.4亿美元。该公司还将股息提高至1.50美元。</blockquote></p><p> <b>Unisys Corp.(NYSE: UIS)</b>7.5% HIGHER;Shares of the software company jumped nearly 10% after hours following a stronger-than-expected quarterly report. Unisys posted adjusted earnings of 68 cents per share, compared to an EPS of 42 cents expected by analysts polled by StreetAccount.</p><p><blockquote><b>优利系统公司（纽约证券交易所股票代码：UIS）</b>高7.5%；在发布强于预期的季度报告后，该软件公司股价盘后上涨近10%。Unisys公布调整后每股收益为68美分，而StreetAccount调查的分析师预期每股收益为42美分。</blockquote></p><p> <b>Processa Pharmaceuticals (NASDAQ: PCSA)</b>23% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $20.00.</p><p><blockquote><b>Processa制药公司（纳斯达克：PCSA）</b>高出23%；奥本海默首次给予跑赢大盘评级，目标价为20.00美元。</blockquote></p><p> <b>SolarEdge Technologies (NASDAQ: SEDG)</b>11% HIGHER; reported Q2 EPS of $1.28, $0.16 better than the analyst estimate of $1.12. Revenue for the quarter came in at $480.1 million versus the consensus estimate of $454.69 million. SolarEdge Technologies sees Q3 2021 revenue of $520-540 million, versus the consensus of $504.7 million. Unisys Corp. (NYSE: UIS)10% HIGHER; reported Q2 EPS of $0.68, $0.35 better than the analyst estimate of $0.33. Revenue for the quarter came in at $517.3 million versus the consensus estimate of $485.57 million.</p><p><blockquote><b>SolarEdge Technologies（纳斯达克：SEDG）</b>高11%；报告第二季度每股收益为1.28美元，比分析师预期的1.12美元高出0.16美元。该季度营收为4.801亿美元，而市场普遍预期为4.5469亿美元。SolarEdge Technologies预计2021年第三季度收入为5.20-5.4亿美元，而市场普遍预期为5.047亿美元。Unisys Corp.(NYSE：UIS)上涨10%；报告第二季度每股收益为0.68美元，比分析师预期的0.33美元高出0.35美元。该季度营收为5.173亿美元，而市场普遍预期为4.8557亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences, Inc.</a> (Nasdaq: RNA)</b>9.6% LOWER; announced that it intends to offer and sell, subject to market and other conditions, $100 million of shares of its common stock in an underwritten public offering</p><p><blockquote><b><a href=\"https://laohu8.com/S/RNA\">Avidity生物科学公司。</a>（纳斯达克：RNA）</b>下降9.6%；宣布打算根据市场和其他条件，通过承销的公开发行发行和出售1亿美元的普通股</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies Inc.</a> (NASDAQ: ZI)</b>8.8% HIGHER; reported Q2 EPS of $0.14, $0.02 better than the analyst estimate of $0.12. Revenue for the quarter came in at $174 million versus the consensus estimate of $162.34 million. ZoomInfo Technologies Inc. sees Q3 2021 EPS of $0.11-$0.12, versus the consensus of $0.12. ZoomInfo Technologies Inc. sees Q3 2021 revenue of $182-184 million, versus the consensus of $172.74 million. ZoomInfo Technologies Inc. sees FY2021 EPS of $0.50-$0.51, versus the consensus of $0.50. ZoomInfo Technologies Inc. sees FY2021 revenue of $703-707 million, versus the consensus of $676.51 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ZI\">ZoomInfo技术公司。</a>（纳斯达克：子）</b>高8.8%；报告第二季度每股收益为0.14美元，比分析师预期的0.12美元高出0.02美元。该季度营收为1.74亿美元，而市场普遍预期为1.6234亿美元。ZoomInfo Technologies Inc.预计2021年第三季度每股收益为0.11-0.12美元，而市场普遍预期为0.12美元。ZoomInfo Technologies Inc.预计2021年第三季度收入为1.82亿至1.84亿美元，而市场普遍预期为1.7274亿美元。ZoomInfo Technologies Inc.预计2021财年每股收益为0.50-0.51美元，而市场普遍预期为0.50美元。ZoomInfo Technologies Inc.预计2021财年收入为7.03-7.07亿美元，而市场普遍预期为6.7651亿美元。</blockquote></p><p> <b>Harmonic (NASDAQ: HLIT)</b>8.2% HIGHER; reported Q2 EPS of $0.05, $0.05 better than the analyst estimate of $0.00. Revenue for the quarter came in at $113.4 million versus the consensus estimate of $107.52 million.</p><p><blockquote><b>谐波（纳斯达克：HLIT）</b>高8.2%；报告第二季度每股收益为0.05美元，比分析师预期的0.00美元好0.05美元。该季度营收为1.134亿美元，而市场普遍预期为1.0752亿美元。</blockquote></p><p> <b>Columbia Sportswear (NASDAQ: COLM)</b>5.6% HIGHER; reported Q2 EPS of $0.61, $0.69 better than the analyst estimate of ($0.08). Revenue for the quarter came in at $566.4 million versus the consensus estimate of $497.57 million. Columbia Sportswear sees FY2021 EPS of $4.30-$4.55, versus the consensus of $4.43. Columbia Sportswear sees FY2021 revenue of $3.13-3.16 billion, versus the consensus of $3.08 billion.</p><p><blockquote><b>哥伦比亚运动服（纳斯达克：COLM）</b>高5.6%；报告第二季度每股收益为0.61美元，比分析师预期的0.08美元高出0.69美元。该季度营收为5.664亿美元，而市场普遍预期为4.9757亿美元。Columbia Sportswear预计2021财年每股收益为4.30-4.55美元，而市场普遍预期为4.43美元。Columbia Sportswear预计2021财年收入为31.13-31.6亿美元，而市场普遍预期为30.8亿美元。</blockquote></p><p> <b>Boise Cascade (NYSE: BCC)</b>5% HIGHER; reported Q2 EPS of $7.62, $3.28 better than the analyst estimate of $4.34. Revenue for the quarter came in at $2.44 billion versus the consensus estimate of $1.99 billion.</p><p><blockquote><b>博伊西喀斯喀特（纽约证券交易所代码：BCC）</b>高5%；报告第二季度每股收益为7.62美元，比分析师预期的4.34美元高出3.28美元。该季度营收为24.4亿美元，而市场普遍预期为19.9亿美元。</blockquote></p><p> <b>Addus HomeCare (NASDAQ: ADUS)</b>5% LOWER; reported Q2 EPS of $0.90, $0.01 better than the analyst estimate of $0.89. Revenue for the quarter came in at $217.9 million versus the consensus estimate of $216.83 million.</p><p><blockquote><b>Addus HomeCare（纳斯达克：ADUS）</b>降低5%；报告第二季度每股收益为0.90美元，比分析师预期的0.89美元高出0.01美元。该季度营收为2.179亿美元，而市场普遍预期为2.1683亿美元。</blockquote></p><p></p><p> <b>Sterling Construction (NASDAQ: STRL) </b>4.4% HIGHER; reported Q2 EPS of $0.69, $0.17 better than the analyst estimate of $0.52. Revenue for the quarter came in at $401.7 million versus the consensus estimate of $397.15 million. The Company Increases 2021 Full Year Net Income Guidance to $55 million - $58 million.</p><p><blockquote><b>Sterling Construction（纳斯达克：STRL）</b>高4.4%；报告第二季度每股收益为0.69美元，比分析师预期的0.52美元高出0.17美元。该季度营收为4.017亿美元，而市场普遍预期为3.9715亿美元。该公司将2021年全年净利润指引上调至5500万至5800万美元。</blockquote></p><p> <b>Sanmina (NASDAQ: SANM)</b>4.2% LOWER; reported Q3 EPS of $0.99, $0.08 better than the analyst estimate of $0.91. Revenue for the quarter came in at $1.66 billion versus the consensus estimate of $1.73 billion. Sanmina sees Q4 2021 EPS of $0.93-$1.03, versus the consensus of $0.97. Sanmina sees Q4 2021 revenue of $1.65-1.75 billion, versus the consensus of $1.78 billion.</p><p><blockquote><b>桑米娜（纳斯达克：SANM）</b>下降4.2%；报告第三季度每股收益为0.99美元，比分析师预期的0.91美元好0.08美元。该季度营收为16.6亿美元，而市场普遍预期为17.3亿美元。Sanmina预计2021年第四季度每股收益为0.93-1.03美元，而市场普遍预期为0.97美元。Sanmina预计2021年第四季度营收为16.5-17.5亿美元，而市场普遍预期为17.8亿美元。</blockquote></p><p> <b>Reynolds Consumer Products Inc. (NASDAQ: REYN)</b>4% LOWER; reported Q2 EPS of $0.39, $0.01 better than the analyst estimate of $0.38. Revenue for the quarter came in at $873 million versus the consensus estimate of $891.42 million. Reynolds Consumer Products Inc. sees FY2021 EPS of $1.54-$1.64, versus the consensus of $1.90.</p><p><blockquote><b>雷诺消费品公司（纳斯达克：REYN）</b>降低4%；报告第二季度每股收益为0.39美元，比分析师预期的0.38美元高出0.01美元。该季度营收为8.73亿美元，而市场普遍预期为8.9142亿美元。Reynolds Consumer Products Inc.预计2021财年每股收益为1.54-1.64美元，而市场普遍预期为1.90美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DRVN\">Driven Brands Holdings Inc.</a> (NASDAQ: DRVN)</b>4% LOWER; announced the commencement of an underwritten secondary public offering of 12 million shares of Driven Brands common stock by Driven Equity LLC and RC IV Cayman ICW Holdings LLC (together the Selling Stockholders), each of which is a related entity of Roark Capital Management, LLC. The Selling Stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,800,000 shares of common stock. Driven Brands is not selling any shares of common stock in the offering and will not receive any proceeds from the offering.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DRVN\">驱动品牌控股公司。</a>（纳斯达克：DRVN）</b>降低4%；宣布开始由Driven Equity LLC和RC IV Cayman ICW Holdings LLC（统称为出售股东）承销1200万股Driven Brands普通股的二次公开发行，这两家公司都是Roark Capital Management，LLC的相关实体。出售股东还打算授予承销商30天的选择权，以额外购买最多1,800,000股普通股。Driven Brands不会在此次发行中出售任何普通股，也不会从此次发行中获得任何收益。</blockquote></p><p> <b>Kennametal (NYSE: KMT)</b>3.5% HIGHER; reported Q4 EPS of $0.53, $0.13 better than the analyst estimate of $0.40. Revenue for the quarter came in at $515.97 million versus the consensus estimate of $514.21 million. Today the Company announced that its Board of Directors authorized a share repurchase program. Under this program, the Company intends to repurchase up to $200 million of Kennametal common stock. The Company expects to fund repurchases through cash generated from operations.</p><p><blockquote><b>肯纳金属（纽约证券交易所代码：KMT）</b>高3.5%；报告第四季度每股收益为0.53美元，比分析师预期的0.40美元好0.13美元。该季度营收为5.1597亿美元，而市场普遍预期为5.1421亿美元。今天，该公司宣布董事会批准了一项股票回购计划。根据该计划，该公司打算回购最多2亿美元的肯纳金属普通股。该公司预计通过运营产生的现金为回购提供资金。</blockquote></p><p> <b>Varonis Systems (NASDAQ: VRNS)</b>3.3% LOWER; reported Q2 EPS of ($0.01), $0.02 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $88.4 million versus the consensus estimate of $83.68 million. Varonis Systems sees Q3 2021 EPS of $0.01-$0.02, versus the consensus of $0.01. Varonis Systems sees Q3 2021 revenue of $96-98 million, versus the consensus of $94.7 million. Varonis Systems sees FY2021 EPS of $0.03-$0.05, versus the consensus of $0.02. Varonis Systems sees FY2021 revenue of $375-379 million, versus the consensus of $370.2 million.</p><p><blockquote><b>Varonis Systems（纳斯达克：VRNS）</b>下降3.3%；报告第二季度每股收益为（0.01美元），比分析师预期的（0.03美元）好0.02美元。该季度营收为8840万美元，而市场普遍预期为8368万美元。Varonis Systems预计2021年第三季度每股收益为0.01-0.02美元，而市场普遍预期为0.01美元。Varonis Systems预计2021年第三季度收入为96-9800万美元，而市场普遍预期为9470万美元。Varonis Systems预计2021财年每股收益为0.03-0.05美元，而市场普遍预期为0.02美元。Varonis Systems预计2021财年收入为3.75-3.79亿美元，而市场普遍预期为3.702亿美元。</blockquote></p><p> <b>Ultra Clean Holdings (NASDAQ: UCTT)</b>3% LOWER; reported Q2 EPS of $0.99, $0.03 better than the analyst estimate of $0.96. Revenue for the quarter came in at $515.2 million versus the consensus estimate of $505.44 million. Ultra Clean Holdings sees Q3 2021 EPS of $0.94-$1.10, versus the consensus of $0.99. Ultra Clean Holdings sees Q3 2021 revenue of $520-560 million, versus the consensus of $516.6 million.</p><p><blockquote><b>超净控股（纳斯达克：UCTT）</b>降低3%；报告第二季度每股收益为0.99美元，比分析师预期的0.96美元高出0.03美元。该季度营收为5.152亿美元，而市场普遍预期为5.0544亿美元。Ultra Clean Holdings预计2021年第三季度每股收益为0.94-1.10美元，而市场普遍预期为0.99美元。Ultra Clean Holdings预计2021年第三季度收入为5.20-5.6亿美元，而市场普遍预期为5.166亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> (NASDAQ: TTWO)</b>2.8% LOWER; reported Q1 EPS of $1.01, $0.12 better than the analyst estimate of $0.89. Revenue for the quarter came in at $711.4 million versus the consensus estimate of $688.97 million. Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software sees Q2 2022 EPS of $1.20-$1.30, versus the consensus of $1.36. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> Interactive Software sees Q2 2022 revenue of $815-865 million, versus the consensus of $878.3 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TTWO\">Take-Two交互式软件</a>（纳斯达克：TTWO）</b>下降2.8%；报告第一季度每股收益为1.01美元，比分析师预期的0.89美元高出0.12美元。该季度营收为7.114亿美元，而市场普遍预期为6.8897亿美元。拿-<a href=\"https://laohu8.com/S/TWOA.U\">两个</a>Interactive Software预计2022年第二季度每股收益为1.20-1.30美元，而市场普遍预期为1.36美元。拿-<a href=\"https://laohu8.com/S/TWOA\">两个</a>Interactive Software预计2022年第二季度收入为8.15-8.65亿美元，而市场普遍预期为8.783亿美元。</blockquote></p><p> <b>Continental Resources (NYSE: CLR)</b>2.4% HIGHER; reported Q2 EPS of $0.91, $0.47 better than the analyst estimate of $0.44. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.07 billion.</p><p><blockquote><b>大陆资源公司（纽约证券交易所股票代码：CLR）</b>高2.4%；报告第二季度每股收益为0.91美元，比分析师预期的0.44美元高出0.47美元。该季度营收为12.4亿美元，而市场普遍预期为10.7亿美元。</blockquote></p><p> <b>Trex (NYSE: TREX)</b>2% LOWER; reported Q2 EPS of $0.53, in-line with the analyst estimate of $0.53. Revenue for the quarter came in at $312 million versus the consensus estimate of $302.23 million. Trex sees Q3 2021 revenue of $320-330 million, versus the consensus of $323.3 million.</p><p><blockquote><b>TREX（纽约证券交易所代码：TREX）</b>降低2%；报告第二季度每股收益为0.53美元，与分析师预期的0.53美元一致。该季度营收为3.12亿美元，而市场普遍预期为3.0223亿美元。Trex预计2021年第三季度收入为320-3.3亿美元，而市场普遍预期为3.233亿美元。</blockquote></p><p> <b>Taboola (NASDAQ: TBLA)</b>1.9% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $14.00.</p><p><blockquote><b>Taboola（纳斯达克：TBLA）</b>高1.9%；奥本海默首次给予跑赢大盘评级，目标价为14.00美元。</blockquote></p><p> <b>Arista Networks (NYSE: ANET)</b>1.6% LOWER; reported Q2 EPS of $2.72, $0.18 better than the analyst estimate of $2.54. Revenue for the quarter came in at $707.3 million versus the consensus estimate of $687.15 million. Arista Networks sees Q3 2021 revenue of $725-745 million, versus the consensus of $697.45 million.</p><p><blockquote><b>Arista Networks（纽约证券交易所代码：ANET）</b>降低1.6%；报告第二季度每股收益为2.72美元，比分析师预期的2.54美元高出0.18美元。该季度营收为7.073亿美元，而市场普遍预期为6.8715亿美元。Arista Networks预计2021年第三季度收入为7.25-7.45亿美元，而市场普遍预期为6.9745亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COLM":"哥伦比亚户外",".IXIC":"NASDAQ Composite","PCSA":"Processa Pharmaceuticals, Inc.","CLR":"大陆能源","REYN":"Reynolds Consumer Products, Inc.","BCC":"Boise Cascade L.L.C.",".SPX":"S&P 500 Index","SPG":"西蒙地产","UCTT":"超科林半导体","SANM":"新美亚电子",".DJI":"道琼斯","TTWO":"Take-Two Interactive Software","RNA":"Avidity Biosciences, Inc.","STRL":"Sterling Construction Company In","LI":"理想汽车","UIS":"优利系统","VRNS":"Varonis Systems, Inc.","TBIO":"Telesis Bio, Inc.","SEDG":"SolarEdge Technologies, Inc.","DRVN":"Driven Brands Holdings Inc.","ADUS":"爱德斯","HLIT":"谐波","KMT":"肯纳金属"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155447685","content_text":"Stock futures rose slightly in overnight trading on Monday after worries about slowing growth sparked a sell-off on Wall Street.\nAt 8:38p.m. ET, Dow e-minis were up 67 points, or 0.19%, S&P 500 e-minis were up 7.25 points, or 0.17%, and Nasdaq 100 e-minis were up 12.50 points, or 0.08%.\n\nStocks making biggest moves after hours:\nLi Auto Inc. (Nasdaq: LI) 2.2% LOWER; announced the launch of its global offering of 100,000,000 Class A ordinary shares of the Company, which comprises a Hong Kong public offering of initially 10,000,000 Class A ordinary shares commencing on August 3, 2021, Hong Kong time (the “Hong Kong Public Offering”) and an international offering of initially 90,000,000 Class A ordinary shares commencing today (the “International Offering”), and dual-primary listing of its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) under the stock code “2015.”\nTranslate Bio (NASDAQ: TBIO)68.5% HIGHER; Sanofi (NASDAQ: SNY) made an offer to acquire Translate Bio (NASDAQ: TBIO)\nTake-Two Interactive Software(Nasdaq: TTWO)3.5% LOWER;The video game company’s quarterly revenue came in above estimates. Take-Two Interactive reported revenue of $711 million, beating analysts’ expectations of $688 million, according to Refinitiv.\nSimon Property Group(NYSE: SPG)2.6% HIGHER;The company released a solid earnings report. Simon Property posted revenue of $1.16 billion, compared to the $1.14 billion that analysts were expecting, according to Refinitiv. The company also raised its dividend to $1.50.\nUnisys Corp.(NYSE: UIS)7.5% HIGHER;Shares of the software company jumped nearly 10% after hours following a stronger-than-expected quarterly report. Unisys posted adjusted earnings of 68 cents per share, compared to an EPS of 42 cents expected by analysts polled by StreetAccount.\nProcessa Pharmaceuticals (NASDAQ: PCSA)23% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $20.00.\nSolarEdge Technologies (NASDAQ: SEDG)11% HIGHER; reported Q2 EPS of $1.28, $0.16 better than the analyst estimate of $1.12. Revenue for the quarter came in at $480.1 million versus the consensus estimate of $454.69 million. SolarEdge Technologies sees Q3 2021 revenue of $520-540 million, versus the consensus of $504.7 million. Unisys Corp. (NYSE: UIS)10% HIGHER; reported Q2 EPS of $0.68, $0.35 better than the analyst estimate of $0.33. Revenue for the quarter came in at $517.3 million versus the consensus estimate of $485.57 million.\nAvidity Biosciences, Inc. (Nasdaq: RNA)9.6% LOWER; announced that it intends to offer and sell, subject to market and other conditions, $100 million of shares of its common stock in an underwritten public offering\nZoomInfo Technologies Inc. (NASDAQ: ZI)8.8% HIGHER; reported Q2 EPS of $0.14, $0.02 better than the analyst estimate of $0.12. Revenue for the quarter came in at $174 million versus the consensus estimate of $162.34 million. ZoomInfo Technologies Inc. sees Q3 2021 EPS of $0.11-$0.12, versus the consensus of $0.12. ZoomInfo Technologies Inc. sees Q3 2021 revenue of $182-184 million, versus the consensus of $172.74 million. ZoomInfo Technologies Inc. sees FY2021 EPS of $0.50-$0.51, versus the consensus of $0.50. ZoomInfo Technologies Inc. sees FY2021 revenue of $703-707 million, versus the consensus of $676.51 million.\nHarmonic (NASDAQ: HLIT)8.2% HIGHER; reported Q2 EPS of $0.05, $0.05 better than the analyst estimate of $0.00. Revenue for the quarter came in at $113.4 million versus the consensus estimate of $107.52 million.\nColumbia Sportswear (NASDAQ: COLM)5.6% HIGHER; reported Q2 EPS of $0.61, $0.69 better than the analyst estimate of ($0.08). Revenue for the quarter came in at $566.4 million versus the consensus estimate of $497.57 million. Columbia Sportswear sees FY2021 EPS of $4.30-$4.55, versus the consensus of $4.43. Columbia Sportswear sees FY2021 revenue of $3.13-3.16 billion, versus the consensus of $3.08 billion.\nBoise Cascade (NYSE: BCC)5% HIGHER; reported Q2 EPS of $7.62, $3.28 better than the analyst estimate of $4.34. Revenue for the quarter came in at $2.44 billion versus the consensus estimate of $1.99 billion.\nAddus HomeCare (NASDAQ: ADUS)5% LOWER; reported Q2 EPS of $0.90, $0.01 better than the analyst estimate of $0.89. Revenue for the quarter came in at $217.9 million versus the consensus estimate of $216.83 million.\nSterling Construction (NASDAQ: STRL) 4.4% HIGHER; reported Q2 EPS of $0.69, $0.17 better than the analyst estimate of $0.52. Revenue for the quarter came in at $401.7 million versus the consensus estimate of $397.15 million. The Company Increases 2021 Full Year Net Income Guidance to $55 million - $58 million.\nSanmina (NASDAQ: SANM)4.2% LOWER; reported Q3 EPS of $0.99, $0.08 better than the analyst estimate of $0.91. Revenue for the quarter came in at $1.66 billion versus the consensus estimate of $1.73 billion. Sanmina sees Q4 2021 EPS of $0.93-$1.03, versus the consensus of $0.97. Sanmina sees Q4 2021 revenue of $1.65-1.75 billion, versus the consensus of $1.78 billion.\nReynolds Consumer Products Inc. (NASDAQ: REYN)4% LOWER; reported Q2 EPS of $0.39, $0.01 better than the analyst estimate of $0.38. Revenue for the quarter came in at $873 million versus the consensus estimate of $891.42 million. Reynolds Consumer Products Inc. sees FY2021 EPS of $1.54-$1.64, versus the consensus of $1.90.\nDriven Brands Holdings Inc. (NASDAQ: DRVN)4% LOWER; announced the commencement of an underwritten secondary public offering of 12 million shares of Driven Brands common stock by Driven Equity LLC and RC IV Cayman ICW Holdings LLC (together the Selling Stockholders), each of which is a related entity of Roark Capital Management, LLC. The Selling Stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,800,000 shares of common stock. Driven Brands is not selling any shares of common stock in the offering and will not receive any proceeds from the offering.\nKennametal (NYSE: KMT)3.5% HIGHER; reported Q4 EPS of $0.53, $0.13 better than the analyst estimate of $0.40. Revenue for the quarter came in at $515.97 million versus the consensus estimate of $514.21 million. Today the Company announced that its Board of Directors authorized a share repurchase program. Under this program, the Company intends to repurchase up to $200 million of Kennametal common stock. The Company expects to fund repurchases through cash generated from operations.\nVaronis Systems (NASDAQ: VRNS)3.3% LOWER; reported Q2 EPS of ($0.01), $0.02 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $88.4 million versus the consensus estimate of $83.68 million. Varonis Systems sees Q3 2021 EPS of $0.01-$0.02, versus the consensus of $0.01. Varonis Systems sees Q3 2021 revenue of $96-98 million, versus the consensus of $94.7 million. Varonis Systems sees FY2021 EPS of $0.03-$0.05, versus the consensus of $0.02. Varonis Systems sees FY2021 revenue of $375-379 million, versus the consensus of $370.2 million.\nUltra Clean Holdings (NASDAQ: UCTT)3% LOWER; reported Q2 EPS of $0.99, $0.03 better than the analyst estimate of $0.96. Revenue for the quarter came in at $515.2 million versus the consensus estimate of $505.44 million. Ultra Clean Holdings sees Q3 2021 EPS of $0.94-$1.10, versus the consensus of $0.99. Ultra Clean Holdings sees Q3 2021 revenue of $520-560 million, versus the consensus of $516.6 million.\nTake-Two Interactive Software (NASDAQ: TTWO)2.8% LOWER; reported Q1 EPS of $1.01, $0.12 better than the analyst estimate of $0.89. Revenue for the quarter came in at $711.4 million versus the consensus estimate of $688.97 million. Take-Two Interactive Software sees Q2 2022 EPS of $1.20-$1.30, versus the consensus of $1.36. Take-Two Interactive Software sees Q2 2022 revenue of $815-865 million, versus the consensus of $878.3 million.\nContinental Resources (NYSE: CLR)2.4% HIGHER; reported Q2 EPS of $0.91, $0.47 better than the analyst estimate of $0.44. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.07 billion.\nTrex (NYSE: TREX)2% LOWER; reported Q2 EPS of $0.53, in-line with the analyst estimate of $0.53. Revenue for the quarter came in at $312 million versus the consensus estimate of $302.23 million. Trex sees Q3 2021 revenue of $320-330 million, versus the consensus of $323.3 million.\nTaboola (NASDAQ: TBLA)1.9% HIGHER; Oppenheimer initiates coverage with an Outperform rating and a price target of $14.00.\nArista Networks (NYSE: ANET)1.6% LOWER; reported Q2 EPS of $2.72, $0.18 better than the analyst estimate of $2.54. Revenue for the quarter came in at $707.3 million versus the consensus estimate of $687.15 million. Arista Networks sees Q3 2021 revenue of $725-745 million, versus the consensus of $697.45 million.","news_type":1,"symbols_score_info":{"PCSA":0.9,"SPG":0.9,".IXIC":0.9,"COLM":0.9,"RNA":0.9,"VRNS":0.9,"SANM":0.9,"DRVN":0.9,"STRL":0.9,"CLR":0.9,"SEDG":0.9,"UCTT":0.9,"TTWO":0.9,"KMT":0.9,"UIS":0.9,"ADUS":0.9,"BCC":0.9,"HLIT":0.9,"REYN":0.9,"LI":0.9,"ZI":0.9,"TBIO":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813450733,"gmtCreate":1630235723222,"gmtModify":1704957328895,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813450733","repostId":"2163079604","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837200115,"gmtCreate":1629889041237,"gmtModify":1631891820072,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837200115","repostId":"1191562313","repostType":4,"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891784687,"gmtCreate":1628430237849,"gmtModify":1631891820082,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Iike","listText":"Iike","text":"Iike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891784687","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohu8.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：将升至1,200美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度的交付量同比增长了一倍多。</li><li>电动汽车需求的增长可能有利于特斯拉。</li><li>投资者在考虑分析师的目标价时应保持谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克：TSLA）股票。今年年初，股价最初飙升超过20%。但该股现在已经回吐了所有涨幅，今年迄今的回报率为负1%。这意味着该股的表现明显落后于<b>标普500</b>今年增长了18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会起飞。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>2月份，<b>派珀·桑德勒</b>分析师Alexander Potter做出了大胆的看涨期权，将这只成长型股票的12个月目标价从515美元上调至1,200美元。他表示，特斯拉的交付量可能会从2020年的50万辆增加到今年的近90万辆。当然，这一预测是在全球供应短缺恶化之前做出的。尽管如此，特斯拉的增长速度极快。该公司第二季度的交付量比去年同期增长了一倍多，达到201,304辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>继特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望受益于市场份额的增长、该公司自动驾驶软件的货币化以及特斯拉能源业务中“未被充分重视的机会”，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，为11%，他预计特斯拉最近推出的Autopilot订阅将带来增量改善。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8月3日，波特再次重申了跑赢大盘对该股的评级和1200美元的目标价，称“我们仍然非常喜欢这只股票”。他指出，总体而言，对纯电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么是什么给了？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的能涨到1200美元，为什么这么多投资者似乎认为该股的价值如此之低（基于撰写本文时该股的价格略低于700美元）。毕竟，如果投资者普遍认为特斯拉股票在未来12个月内可能达到1,200美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为股票的前瞻性估值。截至撰写本文时，特斯拉股价的市盈率约为370，很大程度上预计未来几年将强劲增长。由于该公司的估值很大程度上基于未来的利润，因此对特斯拉未来增长轨迹的看法略有差异，就会对该股目前的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师的股价目标较高就急于购买特斯拉股票。尽管如此，波特确实对特斯拉强劲的商业势头有一些优点。就连特斯拉本身也重申了今年汽车交付量增长50%以上的指导意见，而这一指导意见是在全球许多公司（包括特斯拉）都受到供应链短缺的负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，进入第三季度，对其车辆的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票1,200美元的目标价很难证明合理，但该股的交易价格可能足够低，投资者可以在该股建立少量头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802730022,"gmtCreate":1627804502566,"gmtModify":1633756224519,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802730022","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800694368,"gmtCreate":1627296187754,"gmtModify":1633766426561,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800694368","repostId":"2154931205","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161651711,"gmtCreate":1623924389433,"gmtModify":1634025819059,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161651711","repostId":"2143979397","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185652942,"gmtCreate":1623647706786,"gmtModify":1634030657225,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"I also want Apple...","listText":"I also want Apple...","text":"I also want Apple...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185652942","repostId":"1165811803","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819916324,"gmtCreate":1630026905268,"gmtModify":1704954787409,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819916324","repostId":"2162531016","repostType":4,"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186528922,"gmtCreate":1623513032066,"gmtModify":1634032225694,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186528922","repostId":"1190309980","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177118449,"gmtCreate":1627186194981,"gmtModify":1633767327982,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177118449","repostId":"1112927800","repostType":2,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171431900,"gmtCreate":1626755016000,"gmtModify":1633771328029,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Buy the dip!!","listText":"Buy the dip!!","text":"Buy the dip!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171431900","repostId":"1149818409","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160554276,"gmtCreate":1623802870495,"gmtModify":1631888437111,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>up up up.&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>up up up.&nbsp;","text":"$Twitter(TWTR)$up up up.","images":[{"img":"https://static.tigerbbs.com/b9be39edd974cb8d3504ed018817b55b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160554276","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182859226,"gmtCreate":1623564222665,"gmtModify":1634031610717,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"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/182859226","repostId":"1190309980","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837202622,"gmtCreate":1629889535366,"gmtModify":1631891820062,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837202622","repostId":"1153134987","repostType":2,"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161656970,"gmtCreate":1623924506490,"gmtModify":1634025818125,"author":{"id":"3582706786696256","authorId":"3582706786696256","name":"JeremySeh","avatar":"https://static.tigerbbs.com/f7a137d44a2c37e30728c94bcbdff56f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582706786696256","authorIdStr":"3582706786696256"},"themes":[],"htmlText":"Buy the dip...","listText":"Buy the dip...","text":"Buy the dip...","images":[{"img":"https://static.tigerbbs.com/6af71f27179f95a11a96427379c2bbde","width":"1080","height":"2829"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161656970","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}