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jeffmum
2021-08-11
Ev go might loss steam?
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jeffmum
2021-08-10
Good one
Moderna COVID-19 vaccine may be better than Pfizer against Delta variant; breakthrough cases rise with time<blockquote>Moderna新冠肺炎疫苗对抗德尔塔变异毒株可能比辉瑞更好;突破性案例随着时间的推移而增加</blockquote>
jeffmum
2021-08-09
Nice
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jeffmum
2021-08-03
Alibaba jiayou
Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>
jeffmum
2021-07-28
Nice
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jeffmum
2021-07-25
Nio go go go
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>
jeffmum
2021-07-19
Run
Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</blockquote>
jeffmum
2021-07-19
Time to reduce exposure//
@felixgoh
: Like and share
Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</blockquote>
jeffmum
2021-07-18
Well done
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jeffmum
2021-06-27
Bad bad
Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>
jeffmum
2021-06-26
Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade
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jeffmum
2021-06-25
Already so high price still buy back
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jeffmum
2021-06-21
Nio go go go
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jeffmum
2021-06-20
247m will be enough for 10 lifetime
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jeffmum
2021-06-19
Nice
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jeffmum
2021-06-19
Hopeful the bloody bloodshed for this week will end
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jeffmum
2021-06-18
Current market, so much printing of money, nothing is overpriced//
@AppleMango
: Overpriced. Do u agree? pls like n comments
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jeffmum
2021-06-18
Wah interesting counter
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去老虎APP查看更多动态
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one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896270320","repostId":"1122891084","repostType":4,"repost":{"id":"1122891084","kind":"news","pubTimestamp":1628585720,"share":"https://www.laohunote.com/m/news/1122891084?lang=zh_CN&edition=full","pubTime":"2021-08-10 16:55","market":"us","language":"en","title":"Moderna COVID-19 vaccine may be better than Pfizer against Delta variant; breakthrough cases rise with time<blockquote>Moderna新冠肺炎疫苗对抗德尔塔变异毒株可能比辉瑞更好;突破性案例随着时间的推移而增加</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122891084","media":"Seeking Alpha","summary":"According to two reports published in medRxiv, the mRNA vaccine developed by Pfizer and BioNTech SE ","content":"<p><ul> <li>According to two reports published in medRxiv, the mRNA vaccine developed by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> may be less effective than <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>'s against the Delta variant of the coronavirus, <i>Reuters reports</i>.</li> <li>The study, yet to be peer reviewed, included more than 50,000 patients in the Mayo Clinic Health System.</li> <li>Researchers found that efficacy of Moderna's Covid-19 vaccine dropped to 76% in July - when the Delta variant was predominant - from 86% in early 2021.</li> <li>However, during the same time, Pfizer/BioNTech vaccine's effectiveness decreased to 42% from 76%.</li> <li>While both vaccines remain effective at preventing Covid hospitalization, a Moderna booster shot may be necessary soon for people who got Pfizer or Moderna vaccines earlier this year, said Dr. Venky Soundararajan of Massachusetts data analytics company, who led the Mayo study.</li> <li>In a separate study, elderly nursing home residents in Ontario produced stronger immune responses - especially against variants - after the Moderna shot than after Pfizer/BioNTech vaccine.</li> <li>\"We continue to believe... a third dose booster may be needed within 6 to 12 months after full vaccination to maintain the highest levels of protection,\" said a Pfizer spokesperson.</li> <li>In a study posted on medRxiv, it was observed that breakthrough COVID-19 odds rise months after vaccination.</li> <li>The data suggested that people who received their second dose of the Pfizer/BioNTech vaccine five or more months ago are more likely to test positive for COVID-19 than people who were fully vaccinated less than five months ago.</li> <li>Overall, 1.8% of individulas tested positive in a research including nearly 34,000 fully vaccinated adults in Israel which were tested to see if they had a breakthrough case of COVID-19.</li> <li>At all ages, the odds of testing positive were higher when the last vaccine dose was received at least 146 days earlier.</li> <li>Among patients older than 60, the odds of a positive test were almost three times higher when 146 days had passed since the second dose.</li> <li>\"Very few patients had required hospitalization, and it is too early to assess the severity of these new infections in terms of hospital admission, need for mechanical ventilation or mortality,\" he added. \"We are planning to continue our research,\" said coauthor Dr. Eugene Merzon of Leumit Health Services in Israel.</li> <li>Israel has already started administering booster shots to people over the age of 60.</li> </ul></p><p><blockquote><ul><li>根据medRxiv发表的两份报告,由<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>可能不如<a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>对抗冠状病毒的德尔塔变异毒株,<i>路透社报道</i>.</li><li>这项研究尚未经过同行评审,包括梅奥诊所医疗系统的50,000多名患者。</li><li>研究人员发现,Moderna 的 Covid-19 疫苗的有效性从 2021 年初的 86% 下降到 7 月份的 76%(当时德尔塔变异毒株占主导地位)。</li><li>然而,在同一时期,辉瑞/BioNTech疫苗的有效性从76%下降到42%。</li><li>领导梅奥研究的马萨诸塞州数据分析公司的Venky Soundararajan博士说,虽然这两种疫苗在防止Covid住院方面仍然有效,但对于今年早些时候接种辉瑞或Moderna疫苗的人来说,可能很快就需要注射Moderna加强针。</li><li>在另一项研究中,安大略省的老年养老院居民在注射Moderna后比辉瑞/BioNTech疫苗后产生了更强的免疫反应,特别是对变异的免疫反应。</li><li>辉瑞公司发言人表示:“我们仍然相信……在完全接种疫苗后的 6 至 12 个月内,可能需要接种第三剂加强剂,以维持最高水平的保护。”</li><li>在medRxiv上发布的一项研究中,观察到接种疫苗几个月后,突破性的新冠肺炎几率会上升。</li><li>数据表明,五个月或更长时间前接种第二剂辉瑞/BioNTech疫苗的人比不到五个月前完全接种疫苗的人更有可能检测出新冠肺炎阳性。</li><li>总体而言,在一项研究中,1.8%的人检测呈阳性,其中包括以色列近34,000名完全接种疫苗的成年人,他们接受了检测,看看他们是否有突破性的新冠肺炎病例。</li><li>在所有年龄段,当最后一剂疫苗至少提前146天接种时,检测阳性的几率较高。</li><li>在60岁以上的患者中,当第二剂后146天过去时,阳性测试的几率几乎高出三倍。</li><li>他补充说:“很少有患者需要住院治疗,现在从住院、机械通气需求或死亡率方面评估这些新感染的严重程度还为时过早。”“我们计划继续我们的研究,”合著者、以色列 Leumit Health Services 的 Eugene Merzon 博士说。</li><li>以色列已经开始对60岁以上的人进行加强注射。</li></ul></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\" 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{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\">\nModerna COVID-19 vaccine may be better than Pfizer against Delta variant; breakthrough cases rise with time<blockquote>Moderna新冠肺炎疫苗对抗德尔塔变异毒株可能比辉瑞更好;突破性案例随着时间的推移而增加</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-10 16:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>According to two reports published in medRxiv, the mRNA vaccine developed by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> may be less effective than <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>'s against the Delta variant of the coronavirus, <i>Reuters reports</i>.</li> <li>The study, yet to be peer reviewed, included more than 50,000 patients in the Mayo Clinic Health System.</li> <li>Researchers found that efficacy of Moderna's Covid-19 vaccine dropped to 76% in July - when the Delta variant was predominant - from 86% in early 2021.</li> <li>However, during the same time, Pfizer/BioNTech vaccine's effectiveness decreased to 42% from 76%.</li> <li>While both vaccines remain effective at preventing Covid hospitalization, a Moderna booster shot may be necessary soon for people who got Pfizer or Moderna vaccines earlier this year, said Dr. Venky Soundararajan of Massachusetts data analytics company, who led the Mayo study.</li> <li>In a separate study, elderly nursing home residents in Ontario produced stronger immune responses - especially against variants - after the Moderna shot than after Pfizer/BioNTech vaccine.</li> <li>\"We continue to believe... a third dose booster may be needed within 6 to 12 months after full vaccination to maintain the highest levels of protection,\" said a Pfizer spokesperson.</li> <li>In a study posted on medRxiv, it was observed that breakthrough COVID-19 odds rise months after vaccination.</li> <li>The data suggested that people who received their second dose of the Pfizer/BioNTech vaccine five or more months ago are more likely to test positive for COVID-19 than people who were fully vaccinated less than five months ago.</li> <li>Overall, 1.8% of individulas tested positive in a research including nearly 34,000 fully vaccinated adults in Israel which were tested to see if they had a breakthrough case of COVID-19.</li> <li>At all ages, the odds of testing positive were higher when the last vaccine dose was received at least 146 days earlier.</li> <li>Among patients older than 60, the odds of a positive test were almost three times higher when 146 days had passed since the second dose.</li> <li>\"Very few patients had required hospitalization, and it is too early to assess the severity of these new infections in terms of hospital admission, need for mechanical ventilation or mortality,\" he added. \"We are planning to continue our research,\" said coauthor Dr. Eugene Merzon of Leumit Health Services in Israel.</li> <li>Israel has already started administering booster shots to people over the age of 60.</li> </ul></p><p><blockquote><ul><li>根据medRxiv发表的两份报告,由<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>可能不如<a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>对抗冠状病毒的德尔塔变异毒株,<i>路透社报道</i>.</li><li>这项研究尚未经过同行评审,包括梅奥诊所医疗系统的50,000多名患者。</li><li>研究人员发现,Moderna 的 Covid-19 疫苗的有效性从 2021 年初的 86% 下降到 7 月份的 76%(当时德尔塔变异毒株占主导地位)。</li><li>然而,在同一时期,辉瑞/BioNTech疫苗的有效性从76%下降到42%。</li><li>领导梅奥研究的马萨诸塞州数据分析公司的Venky Soundararajan博士说,虽然这两种疫苗在防止Covid住院方面仍然有效,但对于今年早些时候接种辉瑞或Moderna疫苗的人来说,可能很快就需要注射Moderna加强针。</li><li>在另一项研究中,安大略省的老年养老院居民在注射Moderna后比辉瑞/BioNTech疫苗后产生了更强的免疫反应,特别是对变异的免疫反应。</li><li>辉瑞公司发言人表示:“我们仍然相信……在完全接种疫苗后的 6 至 12 个月内,可能需要接种第三剂加强剂,以维持最高水平的保护。”</li><li>在medRxiv上发布的一项研究中,观察到接种疫苗几个月后,突破性的新冠肺炎几率会上升。</li><li>数据表明,五个月或更长时间前接种第二剂辉瑞/BioNTech疫苗的人比不到五个月前完全接种疫苗的人更有可能检测出新冠肺炎阳性。</li><li>总体而言,在一项研究中,1.8%的人检测呈阳性,其中包括以色列近34,000名完全接种疫苗的成年人,他们接受了检测,看看他们是否有突破性的新冠肺炎病例。</li><li>在所有年龄段,当最后一剂疫苗至少提前146天接种时,检测阳性的几率较高。</li><li>在60岁以上的患者中,当第二剂后146天过去时,阳性测试的几率几乎高出三倍。</li><li>他补充说:“很少有患者需要住院治疗,现在从住院、机械通气需求或死亡率方面评估这些新感染的严重程度还为时过早。”“我们计划继续我们的研究,”合著者、以色列 Leumit Health Services 的 Eugene Merzon 博士说。</li><li>以色列已经开始对60岁以上的人进行加强注射。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3727988-moderna-covid-19-vaccine-may-be-better-than-pfizer-against-delta-variant-breakthrough-cases-rise-with-time\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE"},"source_url":"https://seekingalpha.com/news/3727988-moderna-covid-19-vaccine-may-be-better-than-pfizer-against-delta-variant-breakthrough-cases-rise-with-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122891084","content_text":"According to two reports published in medRxiv, the mRNA vaccine developed by Pfizer and BioNTech SE may be less effective than Moderna, Inc.'s against the Delta variant of the coronavirus, Reuters reports.\nThe study, yet to be peer reviewed, included more than 50,000 patients in the Mayo Clinic Health System.\nResearchers found that efficacy of Moderna's Covid-19 vaccine dropped to 76% in July - when the Delta variant was predominant - from 86% in early 2021.\nHowever, during the same time, Pfizer/BioNTech vaccine's effectiveness decreased to 42% from 76%.\nWhile both vaccines remain effective at preventing Covid hospitalization, a Moderna booster shot may be necessary soon for people who got Pfizer or Moderna vaccines earlier this year, said Dr. Venky Soundararajan of Massachusetts data analytics company, who led the Mayo study.\nIn a separate study, elderly nursing home residents in Ontario produced stronger immune responses - especially against variants - after the Moderna shot than after Pfizer/BioNTech vaccine.\n\"We continue to believe... a third dose booster may be needed within 6 to 12 months after full vaccination to maintain the highest levels of protection,\" said a Pfizer spokesperson.\nIn a study posted on medRxiv, it was observed that breakthrough COVID-19 odds rise months after vaccination.\nThe data suggested that people who received their second dose of the Pfizer/BioNTech vaccine five or more months ago are more likely to test positive for COVID-19 than people who were fully vaccinated less than five months ago.\nOverall, 1.8% of individulas tested positive in a research including nearly 34,000 fully vaccinated adults in Israel which were tested to see if they had a breakthrough case of COVID-19.\nAt all ages, the odds of testing positive were higher when the last vaccine dose was received at least 146 days earlier.\nAmong patients older than 60, the odds of a positive test were almost three times higher when 146 days had passed since the second dose.\n\"Very few patients had required hospitalization, and it is too early to assess the severity of these new infections in terms of hospital admission, need for mechanical ventilation or mortality,\" he added. \"We are planning to continue our research,\" said coauthor Dr. Eugene Merzon of Leumit Health Services in Israel.\nIsrael has already started administering booster shots to people over the age of 60.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898402295,"gmtCreate":1628515801017,"gmtModify":1631889014938,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898402295","repostId":"2158446563","repostType":4,"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807022185,"gmtCreate":1627990516847,"gmtModify":1631889014944,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Alibaba jiayou","listText":"Alibaba jiayou","text":"Alibaba jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807022185","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohunote.com/m/news/1169635195?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</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>Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</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 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801953355,"gmtCreate":1627480498577,"gmtModify":1631889014947,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801953355","repostId":"1151337652","repostType":4,"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177824075,"gmtCreate":1627198206497,"gmtModify":1631889014950,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nio go go go","listText":"Nio go go go","text":"Nio go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177824075","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly 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).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly 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).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171331233,"gmtCreate":1626705560722,"gmtModify":1631889014952,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Run","listText":"Run","text":"Run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171331233","repostId":"1154863272","repostType":4,"repost":{"id":"1154863272","kind":"news","pubTimestamp":1626705014,"share":"https://www.laohunote.com/m/news/1154863272?lang=zh_CN&edition=full","pubTime":"2021-07-19 22:30","market":"us","language":"en","title":"Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154863272","media":"Investors","summary":"The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla s","content":"<p>The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.</p><p><blockquote>由于对 Covid-19 的担忧加剧,道琼斯工业平均指数周一暴跌 700 点。苹果和特斯拉的股票在早盘交易中遭到抛售。</blockquote></p><p> Among theDow Jones leaders,<b>Apple</b>(AAPL) moved down nearly 3% Monday, while<b>Microsoft</b>(MSFT) dropped 0.7% intoday's stock market.<b>McDonald's</b>(MCD) broke out past a new buy point last week, but is back below the entry.</p><p><blockquote>在道琼斯的领导人中,<b>苹果</b>(AAPL)周一下跌近 3%,而<b>微软</b>(MSFT) 今天股市下跌 0.7%。<b>麦当劳</b>(MCD)上周突破了一个新的买点,但又回到了入场点下方。</blockquote></p><p> <b>Tesla</b>(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.</p><p><blockquote><b>特斯拉</b>(TSLA) 有望延续四连跌,周一下跌约 2.5%。</blockquote></p><p> Among the top stocks to buy and watch,<b>Advanced Micro Devices</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and<b>BioNTech</b>(BNTX) are in or near new buy zones.</p><p><blockquote>在最值得买入和关注的股票中,<b>先进微器件</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)和<b>生物技术</b>(BNTX)位于新的购买区或附近。</blockquote></p><p> Microsoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.</p><p><blockquote>微软和特斯拉是 BD 排行榜股票。BioNTech 是 anIBD SwingTraderstock。</blockquote></p><p> <b>Dow Jones Today: Covid-19 Fears</b></p><p><blockquote><b>今日道琼斯指数:Covid-19 担忧</b></blockquote></p><p> The Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.</p><p><blockquote>道琼斯工业平均指数周一下跌 2%,标普500指数下跌 1.7%。以科技股为主的纳斯达克早盘下跌 1.55%。</blockquote></p><p> The recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.</p><p><blockquote>最近世界许多地区(包括英国等疫苗接种率高的国家)新冠肺炎病例的死灰复燃可能会阻碍经济增长。根据Worldometer的数据,在美国,冠状病毒病例在过去7天内增加了37%,达到203,082例。</blockquote></p><p> <b>Stock Market Rally Weakens</b></p><p><blockquote><b>股市涨势减弱</b></blockquote></p><p> The S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.</p><p><blockquote>标普500周一继续从创纪录高点回落,而纳斯达克则希望将连跌延长至五个交易日。道琼斯工业平均指数再次试图在其 50 天移动平均线附近寻找支撑。</blockquote></p><p> Friday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"</p><p><blockquote>周五的 Big Picturecolumn 指出:“今天股市早些时候的反弹尝试很快就变成了又一天的下跌。不仅是主要指数,还有今年重要行业的走弱,促使人们采取更加谨慎的立场。”</blockquote></p><p> <b>Dow Jones Stocks: McDonald's</b></p><p><blockquote><b>道琼斯股票:麦当劳</b></blockquote></p><p> Dow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.</p><p><blockquote>根据 IBD MarketSmithchart 分析,在上周短暂突破尝试后,道琼斯餐饮巨头麦当劳的交易价格低于 238.28 个买入点,基础持平。</blockquote></p><p> Shares were down nearly 1% Monday.</p><p><blockquote>周一股价下跌近 1%。</blockquote></p><p> <b>Stocks To Buy And Watch: AMD, BioNTech</b></p><p><blockquote><b>值得买入和关注的股票:AMD、BioNTech</b></blockquote></p><p> Chip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.</p><p><blockquote>根据 IBD MarketSmith 图表分析,芯片巨头 Advanced Micro Devices 正在追踪一款带手柄的杯子,该杯子的买入点为 95.54。周一上午股价下跌 0.5%,距离新的买入点约 10%。</blockquote></p><p> According to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.</p><p><blockquote>根据 IBD 股票检查,AMD 股票在 99IBD 综合评级中获得了 95 分。IBD 综合评级识别具有强劲基本面和技术特征的股票。AMD 是上周每日 IBD 股票之一。</blockquote></p><p> IBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.</p><p><blockquote>IBD 排行榜股票和 Covid-19 疫苗领导者 BioNTech 正在从其关键的 50 天移动平均线反弹,使该股处于新的买入区域。该股周一上午将跌幅缩小至 0.5%。</blockquote></p><p> Per Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"</p><p><blockquote>根据 Leaderboard 分析,“BioNTech 在最近回调至 222 点附近后正在清除趋势线,提供了一个新的入场点。该股也从 10 周移动平均线反弹。它加入了 Leaders 的行列,成为新的半仓头寸。”</blockquote></p><p> BioNTech is also anIBD SwingTraderstock.</p><p><blockquote>BioNTech 也是 anIBD SwingTraderstock。</blockquote></p><p> <b>Tesla Stock</b></p><p><blockquote><b>特斯拉股票</b></blockquote></p><p> Tesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.</p><p><blockquote>特斯拉股价周一上午下跌 2.5%,有望延续四连跌势头。这家电动汽车巨头再次测试其长期 200 天移动平均线附近的支撑位。这些水平的另一个强劲支撑将利好该股的前景。</blockquote></p><p> On Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.</p><p><blockquote>1 月 25 日,特斯拉股价创下 900.40 的历史新高,此前该股价从 466 个买点上涨了 93%。</blockquote></p><p> <b>Dow Jones Leaders: Apple, Microsoft</b></p><p><blockquote><b>道琼斯领头羊:苹果、微软</b></blockquote></p><p> Among the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.</p><p><blockquote>在道琼斯顶级股票中,苹果周一下跌近 3%,有望将连跌延长至三个交易日。该股上周创下历史新高 150.00 点。</blockquote></p><p> Apple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.</p><p><blockquote>根据 IBD MarketSmithchart 的分析,苹果股票从 137.17 的杯状基数入场点突破了 5% 的买入区。</blockquote></p><p> Microsoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.</p><p><blockquote>微软继续稳步高于 A cup base 263.29 买入点。周一股价下跌 0.7%。该股延伸至 5% 买入区上方,升至 276.45。</blockquote></p><p></p>","source":"lsy1610449120050","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>Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</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\">\nDow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-07-19 22:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.</p><p><blockquote>由于对 Covid-19 的担忧加剧,道琼斯工业平均指数周一暴跌 700 点。苹果和特斯拉的股票在早盘交易中遭到抛售。</blockquote></p><p> Among theDow Jones leaders,<b>Apple</b>(AAPL) moved down nearly 3% Monday, while<b>Microsoft</b>(MSFT) dropped 0.7% intoday's stock market.<b>McDonald's</b>(MCD) broke out past a new buy point last week, but is back below the entry.</p><p><blockquote>在道琼斯的领导人中,<b>苹果</b>(AAPL)周一下跌近 3%,而<b>微软</b>(MSFT) 今天股市下跌 0.7%。<b>麦当劳</b>(MCD)上周突破了一个新的买点,但又回到了入场点下方。</blockquote></p><p> <b>Tesla</b>(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.</p><p><blockquote><b>特斯拉</b>(TSLA) 有望延续四连跌,周一下跌约 2.5%。</blockquote></p><p> Among the top stocks to buy and watch,<b>Advanced Micro Devices</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and<b>BioNTech</b>(BNTX) are in or near new buy zones.</p><p><blockquote>在最值得买入和关注的股票中,<b>先进微器件</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)和<b>生物技术</b>(BNTX)位于新的购买区或附近。</blockquote></p><p> Microsoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.</p><p><blockquote>微软和特斯拉是 BD 排行榜股票。BioNTech 是 anIBD SwingTraderstock。</blockquote></p><p> <b>Dow Jones Today: Covid-19 Fears</b></p><p><blockquote><b>今日道琼斯指数:Covid-19 担忧</b></blockquote></p><p> The Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.</p><p><blockquote>道琼斯工业平均指数周一下跌 2%,标普500指数下跌 1.7%。以科技股为主的纳斯达克早盘下跌 1.55%。</blockquote></p><p> The recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.</p><p><blockquote>最近世界许多地区(包括英国等疫苗接种率高的国家)新冠肺炎病例的死灰复燃可能会阻碍经济增长。根据Worldometer的数据,在美国,冠状病毒病例在过去7天内增加了37%,达到203,082例。</blockquote></p><p> <b>Stock Market Rally Weakens</b></p><p><blockquote><b>股市涨势减弱</b></blockquote></p><p> The S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.</p><p><blockquote>标普500周一继续从创纪录高点回落,而纳斯达克则希望将连跌延长至五个交易日。道琼斯工业平均指数再次试图在其 50 天移动平均线附近寻找支撑。</blockquote></p><p> Friday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"</p><p><blockquote>周五的 Big Picturecolumn 指出:“今天股市早些时候的反弹尝试很快就变成了又一天的下跌。不仅是主要指数,还有今年重要行业的走弱,促使人们采取更加谨慎的立场。”</blockquote></p><p> <b>Dow Jones Stocks: McDonald's</b></p><p><blockquote><b>道琼斯股票:麦当劳</b></blockquote></p><p> Dow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.</p><p><blockquote>根据 IBD MarketSmithchart 分析,在上周短暂突破尝试后,道琼斯餐饮巨头麦当劳的交易价格低于 238.28 个买入点,基础持平。</blockquote></p><p> Shares were down nearly 1% Monday.</p><p><blockquote>周一股价下跌近 1%。</blockquote></p><p> <b>Stocks To Buy And Watch: AMD, BioNTech</b></p><p><blockquote><b>值得买入和关注的股票:AMD、BioNTech</b></blockquote></p><p> Chip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.</p><p><blockquote>根据 IBD MarketSmith 图表分析,芯片巨头 Advanced Micro Devices 正在追踪一款带手柄的杯子,该杯子的买入点为 95.54。周一上午股价下跌 0.5%,距离新的买入点约 10%。</blockquote></p><p> According to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.</p><p><blockquote>根据 IBD 股票检查,AMD 股票在 99IBD 综合评级中获得了 95 分。IBD 综合评级识别具有强劲基本面和技术特征的股票。AMD 是上周每日 IBD 股票之一。</blockquote></p><p> IBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.</p><p><blockquote>IBD 排行榜股票和 Covid-19 疫苗领导者 BioNTech 正在从其关键的 50 天移动平均线反弹,使该股处于新的买入区域。该股周一上午将跌幅缩小至 0.5%。</blockquote></p><p> Per Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"</p><p><blockquote>根据 Leaderboard 分析,“BioNTech 在最近回调至 222 点附近后正在清除趋势线,提供了一个新的入场点。该股也从 10 周移动平均线反弹。它加入了 Leaders 的行列,成为新的半仓头寸。”</blockquote></p><p> BioNTech is also anIBD SwingTraderstock.</p><p><blockquote>BioNTech 也是 anIBD SwingTraderstock。</blockquote></p><p> <b>Tesla Stock</b></p><p><blockquote><b>特斯拉股票</b></blockquote></p><p> Tesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.</p><p><blockquote>特斯拉股价周一上午下跌 2.5%,有望延续四连跌势头。这家电动汽车巨头再次测试其长期 200 天移动平均线附近的支撑位。这些水平的另一个强劲支撑将利好该股的前景。</blockquote></p><p> On Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.</p><p><blockquote>1 月 25 日,特斯拉股价创下 900.40 的历史新高,此前该股价从 466 个买点上涨了 93%。</blockquote></p><p> <b>Dow Jones Leaders: Apple, Microsoft</b></p><p><blockquote><b>道琼斯领头羊:苹果、微软</b></blockquote></p><p> Among the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.</p><p><blockquote>在道琼斯顶级股票中,苹果周一下跌近 3%,有望将连跌延长至三个交易日。该股上周创下历史新高 150.00 点。</blockquote></p><p> Apple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.</p><p><blockquote>根据 IBD MarketSmithchart 的分析,苹果股票从 137.17 的杯状基数入场点突破了 5% 的买入区。</blockquote></p><p> Microsoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.</p><p><blockquote>微软继续稳步高于 A cup base 263.29 买入点。周一股价下跌 0.7%。该股延伸至 5% 买入区上方,升至 276.45。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-on-covid-19-fears-apple-tesla-stock-sell-off/?src=A00220\">Investors</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMD":"美国超微公司","MCD":"麦当劳","BNTX":"BioNTech SE","TSLA":"特斯拉",".DJI":"道琼斯","MSFT":"微软","PCOM":"Points International"},"source_url":"https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-on-covid-19-fears-apple-tesla-stock-sell-off/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154863272","content_text":"The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.\nAmong theDow Jones leaders,Apple(AAPL) moved down nearly 3% Monday, whileMicrosoft(MSFT) dropped 0.7% intoday's stock market.McDonald's(MCD) broke out past a new buy point last week, but is back below the entry.\nTesla(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.\nAmong the top stocks to buy and watch,Advanced Micro Devices(AMD) andBioNTech(BNTX) are in or near new buy zones.\nMicrosoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.\nDow Jones Today: Covid-19 Fears\nThe Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.\nThe recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.\nStock Market Rally Weakens\nThe S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.\nFriday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"\nDow Jones Stocks: McDonald's\nDow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.\nShares were down nearly 1% Monday.\nStocks To Buy And Watch: AMD, BioNTech\nChip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.\nAccording to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.\nIBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.\nPer Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"\nBioNTech is also anIBD SwingTraderstock.\nTesla Stock\nTesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.\nOn Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.\nDow Jones Leaders: Apple, Microsoft\nAmong the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.\nApple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.\nMicrosoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.","news_type":1,"symbols_score_info":{"AMD":0.9,"BNTX":0.9,"TSLA":0.9,"PCOM":0.9,"MSFT":0.9,"MCD":0.9,"AAPL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171333625,"gmtCreate":1626705525767,"gmtModify":1631885481111,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Time to reduce exposure//<a href=\"https://laohu8.com/U/3574157578138399\">@felixgoh</a>: Like and share","listText":"Time to reduce exposure//<a href=\"https://laohu8.com/U/3574157578138399\">@felixgoh</a>: Like and share","text":"Time to reduce exposure//@felixgoh: Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171333625","repostId":"1154863272","repostType":4,"repost":{"id":"1154863272","kind":"news","pubTimestamp":1626705014,"share":"https://www.laohunote.com/m/news/1154863272?lang=zh_CN&edition=full","pubTime":"2021-07-19 22:30","market":"us","language":"en","title":"Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154863272","media":"Investors","summary":"The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla s","content":"<p>The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.</p><p><blockquote>由于对 Covid-19 的担忧加剧,道琼斯工业平均指数周一暴跌 700 点。苹果和特斯拉的股票在早盘交易中遭到抛售。</blockquote></p><p> Among theDow Jones leaders,<b>Apple</b>(AAPL) moved down nearly 3% Monday, while<b>Microsoft</b>(MSFT) dropped 0.7% intoday's stock market.<b>McDonald's</b>(MCD) broke out past a new buy point last week, but is back below the entry.</p><p><blockquote>在道琼斯的领导人中,<b>苹果</b>(AAPL)周一下跌近 3%,而<b>微软</b>(MSFT) 今天股市下跌 0.7%。<b>麦当劳</b>(MCD)上周突破了一个新的买点,但又回到了入场点下方。</blockquote></p><p> <b>Tesla</b>(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.</p><p><blockquote><b>特斯拉</b>(TSLA) 有望延续四连跌,周一下跌约 2.5%。</blockquote></p><p> Among the top stocks to buy and watch,<b>Advanced Micro Devices</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and<b>BioNTech</b>(BNTX) are in or near new buy zones.</p><p><blockquote>在最值得买入和关注的股票中,<b>先进微器件</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)和<b>生物技术</b>(BNTX)位于新的购买区或附近。</blockquote></p><p> Microsoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.</p><p><blockquote>微软和特斯拉是 BD 排行榜股票。BioNTech 是 anIBD SwingTraderstock。</blockquote></p><p> <b>Dow Jones Today: Covid-19 Fears</b></p><p><blockquote><b>今日道琼斯指数:Covid-19 担忧</b></blockquote></p><p> The Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.</p><p><blockquote>道琼斯工业平均指数周一下跌 2%,标普500指数下跌 1.7%。以科技股为主的纳斯达克早盘下跌 1.55%。</blockquote></p><p> The recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.</p><p><blockquote>最近世界许多地区(包括英国等疫苗接种率高的国家)新冠肺炎病例的死灰复燃可能会阻碍经济增长。根据Worldometer的数据,在美国,冠状病毒病例在过去7天内增加了37%,达到203,082例。</blockquote></p><p> <b>Stock Market Rally Weakens</b></p><p><blockquote><b>股市涨势减弱</b></blockquote></p><p> The S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.</p><p><blockquote>标普500周一继续从创纪录高点回落,而纳斯达克则希望将连跌延长至五个交易日。道琼斯工业平均指数再次试图在其 50 天移动平均线附近寻找支撑。</blockquote></p><p> Friday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"</p><p><blockquote>周五的 Big Picturecolumn 指出:“今天股市早些时候的反弹尝试很快就变成了又一天的下跌。不仅是主要指数,还有今年重要行业的走弱,促使人们采取更加谨慎的立场。”</blockquote></p><p> <b>Dow Jones Stocks: McDonald's</b></p><p><blockquote><b>道琼斯股票:麦当劳</b></blockquote></p><p> Dow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.</p><p><blockquote>根据 IBD MarketSmithchart 分析,在上周短暂突破尝试后,道琼斯餐饮巨头麦当劳的交易价格低于 238.28 个买入点,基础持平。</blockquote></p><p> Shares were down nearly 1% Monday.</p><p><blockquote>周一股价下跌近 1%。</blockquote></p><p> <b>Stocks To Buy And Watch: AMD, BioNTech</b></p><p><blockquote><b>值得买入和关注的股票:AMD、BioNTech</b></blockquote></p><p> Chip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.</p><p><blockquote>根据 IBD MarketSmith 图表分析,芯片巨头 Advanced Micro Devices 正在追踪一款带手柄的杯子,该杯子的买入点为 95.54。周一上午股价下跌 0.5%,距离新的买入点约 10%。</blockquote></p><p> According to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.</p><p><blockquote>根据 IBD 股票检查,AMD 股票在 99IBD 综合评级中获得了 95 分。IBD 综合评级识别具有强劲基本面和技术特征的股票。AMD 是上周每日 IBD 股票之一。</blockquote></p><p> IBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.</p><p><blockquote>IBD 排行榜股票和 Covid-19 疫苗领导者 BioNTech 正在从其关键的 50 天移动平均线反弹,使该股处于新的买入区域。该股周一上午将跌幅缩小至 0.5%。</blockquote></p><p> Per Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"</p><p><blockquote>根据 Leaderboard 分析,“BioNTech 在最近回调至 222 点附近后正在清除趋势线,提供了一个新的入场点。该股也从 10 周移动平均线反弹。它加入了 Leaders 的行列,成为新的半仓头寸。”</blockquote></p><p> BioNTech is also anIBD SwingTraderstock.</p><p><blockquote>BioNTech 也是 anIBD SwingTraderstock。</blockquote></p><p> <b>Tesla Stock</b></p><p><blockquote><b>特斯拉股票</b></blockquote></p><p> Tesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.</p><p><blockquote>特斯拉股价周一上午下跌 2.5%,有望延续四连跌势头。这家电动汽车巨头再次测试其长期 200 天移动平均线附近的支撑位。这些水平的另一个强劲支撑将利好该股的前景。</blockquote></p><p> On Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.</p><p><blockquote>1 月 25 日,特斯拉股价创下 900.40 的历史新高,此前该股价从 466 个买点上涨了 93%。</blockquote></p><p> <b>Dow Jones Leaders: Apple, Microsoft</b></p><p><blockquote><b>道琼斯领头羊:苹果、微软</b></blockquote></p><p> Among the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.</p><p><blockquote>在道琼斯顶级股票中,苹果周一下跌近 3%,有望将连跌延长至三个交易日。该股上周创下历史新高 150.00 点。</blockquote></p><p> Apple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.</p><p><blockquote>根据 IBD MarketSmithchart 的分析,苹果股票从 137.17 的杯状基数入场点突破了 5% 的买入区。</blockquote></p><p> Microsoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.</p><p><blockquote>微软继续稳步高于 A cup base 263.29 买入点。周一股价下跌 0.7%。该股延伸至 5% 买入区上方,升至 276.45。</blockquote></p><p></p>","source":"lsy1610449120050","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>Dow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</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\">\nDow Jones Dives 700 Points On Covid-19 Fears; Apple, Tesla Stock Sell Off<blockquote>由于 Covid-19 担忧,道琼斯指数暴跌 700 点;苹果、特斯拉股票抛售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-07-19 22:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.</p><p><blockquote>由于对 Covid-19 的担忧加剧,道琼斯工业平均指数周一暴跌 700 点。苹果和特斯拉的股票在早盘交易中遭到抛售。</blockquote></p><p> Among theDow Jones leaders,<b>Apple</b>(AAPL) moved down nearly 3% Monday, while<b>Microsoft</b>(MSFT) dropped 0.7% intoday's stock market.<b>McDonald's</b>(MCD) broke out past a new buy point last week, but is back below the entry.</p><p><blockquote>在道琼斯的领导人中,<b>苹果</b>(AAPL)周一下跌近 3%,而<b>微软</b>(MSFT) 今天股市下跌 0.7%。<b>麦当劳</b>(MCD)上周突破了一个新的买点,但又回到了入场点下方。</blockquote></p><p> <b>Tesla</b>(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.</p><p><blockquote><b>特斯拉</b>(TSLA) 有望延续四连跌,周一下跌约 2.5%。</blockquote></p><p> Among the top stocks to buy and watch,<b>Advanced Micro Devices</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and<b>BioNTech</b>(BNTX) are in or near new buy zones.</p><p><blockquote>在最值得买入和关注的股票中,<b>先进微器件</b>(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)和<b>生物技术</b>(BNTX)位于新的购买区或附近。</blockquote></p><p> Microsoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.</p><p><blockquote>微软和特斯拉是 BD 排行榜股票。BioNTech 是 anIBD SwingTraderstock。</blockquote></p><p> <b>Dow Jones Today: Covid-19 Fears</b></p><p><blockquote><b>今日道琼斯指数:Covid-19 担忧</b></blockquote></p><p> The Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.</p><p><blockquote>道琼斯工业平均指数周一下跌 2%,标普500指数下跌 1.7%。以科技股为主的纳斯达克早盘下跌 1.55%。</blockquote></p><p> The recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.</p><p><blockquote>最近世界许多地区(包括英国等疫苗接种率高的国家)新冠肺炎病例的死灰复燃可能会阻碍经济增长。根据Worldometer的数据,在美国,冠状病毒病例在过去7天内增加了37%,达到203,082例。</blockquote></p><p> <b>Stock Market Rally Weakens</b></p><p><blockquote><b>股市涨势减弱</b></blockquote></p><p> The S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.</p><p><blockquote>标普500周一继续从创纪录高点回落,而纳斯达克则希望将连跌延长至五个交易日。道琼斯工业平均指数再次试图在其 50 天移动平均线附近寻找支撑。</blockquote></p><p> Friday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"</p><p><blockquote>周五的 Big Picturecolumn 指出:“今天股市早些时候的反弹尝试很快就变成了又一天的下跌。不仅是主要指数,还有今年重要行业的走弱,促使人们采取更加谨慎的立场。”</blockquote></p><p> <b>Dow Jones Stocks: McDonald's</b></p><p><blockquote><b>道琼斯股票:麦当劳</b></blockquote></p><p> Dow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.</p><p><blockquote>根据 IBD MarketSmithchart 分析,在上周短暂突破尝试后,道琼斯餐饮巨头麦当劳的交易价格低于 238.28 个买入点,基础持平。</blockquote></p><p> Shares were down nearly 1% Monday.</p><p><blockquote>周一股价下跌近 1%。</blockquote></p><p> <b>Stocks To Buy And Watch: AMD, BioNTech</b></p><p><blockquote><b>值得买入和关注的股票:AMD、BioNTech</b></blockquote></p><p> Chip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.</p><p><blockquote>根据 IBD MarketSmith 图表分析,芯片巨头 Advanced Micro Devices 正在追踪一款带手柄的杯子,该杯子的买入点为 95.54。周一上午股价下跌 0.5%,距离新的买入点约 10%。</blockquote></p><p> According to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.</p><p><blockquote>根据 IBD 股票检查,AMD 股票在 99IBD 综合评级中获得了 95 分。IBD 综合评级识别具有强劲基本面和技术特征的股票。AMD 是上周每日 IBD 股票之一。</blockquote></p><p> IBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.</p><p><blockquote>IBD 排行榜股票和 Covid-19 疫苗领导者 BioNTech 正在从其关键的 50 天移动平均线反弹,使该股处于新的买入区域。该股周一上午将跌幅缩小至 0.5%。</blockquote></p><p> Per Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"</p><p><blockquote>根据 Leaderboard 分析,“BioNTech 在最近回调至 222 点附近后正在清除趋势线,提供了一个新的入场点。该股也从 10 周移动平均线反弹。它加入了 Leaders 的行列,成为新的半仓头寸。”</blockquote></p><p> BioNTech is also anIBD SwingTraderstock.</p><p><blockquote>BioNTech 也是 anIBD SwingTraderstock。</blockquote></p><p> <b>Tesla Stock</b></p><p><blockquote><b>特斯拉股票</b></blockquote></p><p> Tesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.</p><p><blockquote>特斯拉股价周一上午下跌 2.5%,有望延续四连跌势头。这家电动汽车巨头再次测试其长期 200 天移动平均线附近的支撑位。这些水平的另一个强劲支撑将利好该股的前景。</blockquote></p><p> On Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.</p><p><blockquote>1 月 25 日,特斯拉股价创下 900.40 的历史新高,此前该股价从 466 个买点上涨了 93%。</blockquote></p><p> <b>Dow Jones Leaders: Apple, Microsoft</b></p><p><blockquote><b>道琼斯领头羊:苹果、微软</b></blockquote></p><p> Among the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.</p><p><blockquote>在道琼斯顶级股票中,苹果周一下跌近 3%,有望将连跌延长至三个交易日。该股上周创下历史新高 150.00 点。</blockquote></p><p> Apple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.</p><p><blockquote>根据 IBD MarketSmithchart 的分析,苹果股票从 137.17 的杯状基数入场点突破了 5% 的买入区。</blockquote></p><p> Microsoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.</p><p><blockquote>微软继续稳步高于 A cup base 263.29 买入点。周一股价下跌 0.7%。该股延伸至 5% 买入区上方,升至 276.45。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-on-covid-19-fears-apple-tesla-stock-sell-off/?src=A00220\">Investors</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMD":"美国超微公司","MCD":"麦当劳","BNTX":"BioNTech SE","TSLA":"特斯拉",".DJI":"道琼斯","MSFT":"微软","PCOM":"Points International"},"source_url":"https://www.investors.com/market-trend/stock-market-today/dow-jones-dives-on-covid-19-fears-apple-tesla-stock-sell-off/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154863272","content_text":"The Dow Jones Industrial Average dived 700 points Monday on rising Covid-19 fears. Apple and Tesla stock sold off in morning trade.\nAmong theDow Jones leaders,Apple(AAPL) moved down nearly 3% Monday, whileMicrosoft(MSFT) dropped 0.7% intoday's stock market.McDonald's(MCD) broke out past a new buy point last week, but is back below the entry.\nTesla(TSLA) was on track to extend a four-day losing streak, sliding about 2.5% Monday.\nAmong the top stocks to buy and watch,Advanced Micro Devices(AMD) andBioNTech(BNTX) are in or near new buy zones.\nMicrosoft and Tesla areIBD Leaderboard stocks. BioNTech is anIBD SwingTraderstock.\nDow Jones Today: Covid-19 Fears\nThe Dow Jones Industrial Average tumbled 2% Monday, while the S&P 500 sold off 1.7%. The tech-heavy Nasdaq declined 1.55% in morning trade.\nThe recent resurgence in Covid-19 cases in many parts of the world — including highly-vaccinated countries like the U.K. — could hamper economic growth. In the U.S., coronavirus cases jumped 37% over the last seven days to 203,082, according toWorldometer.\nStock Market Rally Weakens\nThe S&P 500 continued to pull back from record highs Monday, while the Nasdaq looked to extend a losing streak to five sessions. The Dow Jones industrials are again trying to find support around their 50-day moving average.\nFriday's Big Picturecolumn noted, \"An early rebound attempt quickly deflated into another day of losses for stocks today. The weakening action, not just among key indexes but also vital sectors this year, prompts a more cautious stance.\"\nDow Jones Stocks: McDonald's\nDow Jones restaurant giant McDonald's is trading below a 238.28 buy point in a flat base, according toIBD MarketSmithchart analysis, after last week's brief breakout attempt.\nShares were down nearly 1% Monday.\nStocks To Buy And Watch: AMD, BioNTech\nChip giant Advanced Micro Devices is tracing a cup with handle that shows a 95.54 buy point, according to IBD MarketSmith chart analysis. Shares dropped 0.5% Monday morning and are about 10% away from the new buy point.\nAccording to IBD Stock Checkup, AMD stockshows a solid 95 out of 99IBD Composite Rating. The IBD Composite Rating identifies stocks with a blend of strong fundamental and technical characteristics. AMD wasone of last week's IBD Stocks Of The Day.\nIBD Leaderboardstock and Covid-19 vaccine leader BioNTech is rebounding from its key 50-day moving average, placing the stock in a new buy area. The stock cut losses to 0.5% Monday morning.\nPer Leaderboard analysis, \"BioNTech is clearing a trend line following a recent pullback near 222, offering a new entry. The stock also is rebounding off its 10-week moving average. It joins Leaders as a new half-size position.\"\nBioNTech is also anIBD SwingTraderstock.\nTesla Stock\nTesla stock skidded 2.5% Monday morning, on pace to extend a four-day losing streak. The electric-vehicle giant is again testing support around its long-term 200-day moving average. Another strong show of support at these levels would be bullish for the stock's prospects.\nOn Jan. 25, Tesla stock hit a record high at 900.40, after climbing as much as 93% from a 466 buy point in a cup with handle.\nDow Jones Leaders: Apple, Microsoft\nAmong the top Dow Jones stocks, Apple sold off almost 3% Monday, on pace to extend a losing streak to three sessions. The stock hit an all-time high last week at 150.00.\nApple stock is extended past the 5% buy zone from a 137.17 entry in a cup base, according toIBD MarketSmithchart analysis.\nMicrosoft continues to trade solidly above a cup base's 263.29 buy point. Shares lost 0.7% Monday. The stock is extended above the 5% buy zone, which goes up to 276.45.","news_type":1,"symbols_score_info":{"AMD":0.9,"BNTX":0.9,"TSLA":0.9,"PCOM":0.9,"MSFT":0.9,"MCD":0.9,"AAPL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173306796,"gmtCreate":1626611231015,"gmtModify":1631889014956,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173306796","repostId":"2152968147","repostType":4,"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124115338,"gmtCreate":1624753213224,"gmtModify":1631889014965,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Bad bad","listText":"Bad bad","text":"Bad bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124115338","repostId":"1132692662","repostType":4,"repost":{"id":"1132692662","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":1624680481,"share":"https://www.laohunote.com/m/news/1132692662?lang=zh_CN&edition=full","pubTime":"2021-06-26 12:08","market":"us","language":"en","title":"Tesla recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132692662","media":"Tiger Newspress","summary":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.In response to the recall, Tesla said ","content":"<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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 recalls some imported and domestic Model 3 and Model Y in China<blockquote>特斯拉在华召回部分进口和国产Model 3和Model Y</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\">2021-06-26 12:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.</p><p><blockquote>据中国国家市场监督管理总局消息,近日,特斯拉备案了召回计划,决定从即日起召回部分车辆。</blockquote></p><p> Tesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.</p><p><blockquote>特斯拉决定召回2019年1月12日至2019年11月27日期间生产的35665辆进口Model 3。</blockquote></p><p> Meanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.</p><p><blockquote>同时,特斯拉将召回2019年12月19日至2021年6月7日生产的部分国产Model 3,共计211256辆;2021年1月1日至2021年6月7日共生产38599辆国产Model Y。</blockquote></p><p> Due to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.</p><p><blockquote>由于本次召回范围内车辆的主动巡航控制系统存在问题,在以下情况下,驾驶员容易误启动主动巡航功能:当车辆处于D挡时,驾驶员试图通过再次推动右操纵杆来换挡;当车辆急转弯时,驾驶员误触并移动右操纵杆等。主动巡航控制误启动后,如果车辆设定的巡航速度不是当前速度,且当前速度低于设定速度,车辆就会加速到设定速度,导致车速突然增加,影响驾驶员的预期,导致车辆操控误判。极端情况下可能导致车辆碰撞,存在安全隐患。</blockquote></p><p> Tesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.</p><p><blockquote>特斯拉将通过OTA技术为召回车辆免费升级主动巡航控制软件,用户无需到店即可完成软件升级;对于无法通过OTA技术召回的车辆,特斯拉(北京)有限公司和特斯拉(上海)有限公司将通过特斯拉服务中心联系相关用户,免费为车辆升级主动巡航控制软件,以消除安全隐患。</blockquote></p><p> In response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.</p><p><blockquote>针对此次召回,特斯拉6月26日表示,对于本次召回范围内的车辆(Model 3/Model Y),由于主动巡航控制功能可能被驾驶员误激活,极端情况下存在安全隐患。特斯拉主动向国家市场监督管理总局备案了召回计划。用户无需到店完成OTA。特斯拉表示,对召回造成的不便表示歉意。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132692662","content_text":"Recently, Tesla filed a recall plan and decided to recall some vehicles from now on,according to China's State Administration of market supervision.\nTesla decided to recall 35665 imported Model 3 produced between January 12, 2019 and November 27, 2019.\nMeanwhile, Tesla will recall some domestic Model 3 produced from December 19, 2019 to June 7, 2021, totaling 211256 vehicles; A total of 38599 domestic Model Y were produced from January 1, 2021 to June 7, 2021.\nDue to the problems of the active cruise control system of the vehicles within the scope of this recall, it is easy for the driver to activate the active cruise function by mistake in the following situations: when the vehicle is in D gear, the driver tries to switch the gear by pushing the right control lever again; When the vehicle turns sharply, the driver touches and moves the right control lever by mistake, etc. After the active cruise control is mistakenly activated, if the cruise speed set by the vehicle is not the current speed, and the current speed is lower than the set speed, the vehicle will accelerate to the set speed, resulting in a sudden increase in vehicle speed, which will affect the driver's expectation and lead to misjudgment of vehicle handling. In extreme cases, it may lead to vehicle collision, and there are potential safety hazards.\nTesla will upgrade the active cruise control software for the recalled vehicles free of charge through OTA technology, so users can complete the software upgrade without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade active cruise control software for vehicles free, so as to eliminate potential safety hazards.\nIn response to the recall, Tesla said on June 26 that for the vehicles (Model 3 / Model Y) within the scope of this recall, due to the fact that the active cruise control function may be activated by the driver by mistake, there are potential safety hazards in extreme cases. Tesla took the initiative to file the recall plan with the State Administration of market supervision and administration. Users do not need to go to the store to complete the OTA. Tesla said it apologized for the inconvenience caused by the recall.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125670742,"gmtCreate":1624673157986,"gmtModify":1631884665996,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade","listText":"Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade","text":"Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125670742","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122930940,"gmtCreate":1624591700280,"gmtModify":1631889014965,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Already so high price still buy back","listText":"Already so high price still buy back","text":"Already so high price still buy back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122930940","repostId":"2146028795","repostType":4,"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167237611,"gmtCreate":1624269679233,"gmtModify":1631891865383,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nio go go go","listText":"Nio go go go","text":"Nio go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167237611","repostId":"1172678753","repostType":4,"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164141748,"gmtCreate":1624185224484,"gmtModify":1631891865396,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"247m will be enough for 10 lifetime","listText":"247m will be enough for 10 lifetime","text":"247m will be enough for 10 lifetime","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164141748","repostId":"2144218770","repostType":4,"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165313360,"gmtCreate":1624094751650,"gmtModify":1631891865408,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165313360","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165332124,"gmtCreate":1624094180168,"gmtModify":1631891865422,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Hopeful the bloody bloodshed for this week will end","listText":"Hopeful the bloody bloodshed for this week will end","text":"Hopeful the bloody bloodshed for this week will end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165332124","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168247852,"gmtCreate":1623977489376,"gmtModify":1631891865435,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Current market, so much printing of money, nothing is overpriced//<a href=\"https://laohu8.com/U/3567141277226150\">@AppleMango</a>: Overpriced. Do u agree? pls like n comments ","listText":"Current market, so much printing of money, nothing is overpriced//<a href=\"https://laohu8.com/U/3567141277226150\">@AppleMango</a>: Overpriced. Do u agree? pls like n comments ","text":"Current market, so much printing of money, nothing is overpriced//@AppleMango: Overpriced. Do u agree? pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168247852","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168245113,"gmtCreate":1623977427432,"gmtModify":1631891865447,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Wah interesting counter","listText":"Wah interesting counter","text":"Wah interesting counter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168245113","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":807022185,"gmtCreate":1627990516847,"gmtModify":1631889014944,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Alibaba jiayou","listText":"Alibaba jiayou","text":"Alibaba jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807022185","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohunote.com/m/news/1169635195?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</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>Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元,营收不及预期</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 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为2057.4亿元,去年同期为1537.5亿元;FactSet共识人民币209.11亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整。每股收益为16.60元,去年同期为14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日止季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2057.40亿元(318.65亿美元),同比增长34%。剔除高鑫艺术的合并,我们的收入将同比增长22%至人民币1873.06亿元(290.10亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止12个月,全球阿里巴巴-SW生态系统的数量约为11.8亿,比截至2021年3月31日止12个月增加了4500万。这包括Lazada、速卖通、Trendyol和Daraz服务的中国9.12亿消费者和2.65亿海外消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后 EBITDA</b>非 GAAP 衡量标准同比下降 5% 至人民币 486.28 亿元(75.32 亿美元)。<b>经调整EBITA</b>非 GAAP 衡量标准同比下降 8% 至人民币 417.31 亿元(64.63 亿美元)。同比减少主要由于我们在策略领域进行投资以抓住增量机会,如社区市场、淘宝优惠、本地消费者服务和Lazada,以及我们在中国零售市场(如闲鱼和淘宝直播)内的增长计划支出增加,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要由于权益法投资单位应占利润增加所致。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)及<b>稀释每股盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非 GAAP 稀释每股 ADS 收益</b>为人民币16.60元(2.57美元),同比增长12%;<b>非 GAAP 稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非 GAAP 自由现金流</b>为人民币206.83亿元(32.03亿美元),较二零二零年同一季度的人民币365.70亿元有所减少,主要由于中国国家市场监督管理总局今年早些时候根据中国《反垄断法》开出的人民币182.28亿元罚款(「反垄断罚款」)部分结清金额为人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴中国零售市场拥有9.39亿移动MAU,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>在2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于来自互联网、金融服务和零售行业客户的收入强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动现金流量及自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日止季度,经营活动提供的现金净额为人民币336.03亿元(52.04亿美元),低于2020年同季度的人民币500.99亿元。自由现金流(一种非 GAAP 流动性衡量标准)从 2020 年同季度的人民币 365.7 亿元下降至人民币 206.83 亿元(32.03 亿美元)。同比减少主要由于人民币182.28亿元的反垄断罚款人民币91.14亿元(合14.12亿美元)的部分结算,以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的对账列于本业绩公告末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过本业绩公告刊发,我们根据股份购回计划以约3,680百万美元购回约18.1百万股美国存讬股份(相当于约144.5百万股普通股)。此外,于2021年8月2日,我们的董事会授权本公司将本公司的股份回购计划规模从100亿美元扩大至150亿美元。该股份回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。我们的净现金状况依然强劲,自2021年4月1日以来,我们已购回约37亿美元的美国存托凭证。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿个移动端MAU,季度净增1400万个。我们继续扩大在欠发达地区的渗透率,反映了我们在扩大产品范围以满足多元化消费者需求方面的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>“阿里巴巴-SW以健康的季度开启了新的财年。6 月份的季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到 11.8 亿,比 3 月份的季度增加了 4500 万,其中包括 9.12 亿中国区消费者。经过二十多年的发展,我们已经发展成为一家横跨消费互联网和工业互联网的公司,多重引擎推动着我们的长期增长,”张勇集团董事长兼首席执行官阿里巴巴-SW说。“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功实现数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了 34% 的强劲收入同比增长。正如我们在上一季度业绩公告中所说,我们正在将超额利润和额外资本投资于支持我们的商家,并投资于战略领域,以更好地服务客户并打入新的潜在市场,”阿里巴巴-SW集团首席财务官 Maggie Wu 说。“我们正在将股票回购计划从 100 亿美元增加到 150 亿美元,这是公司历史上最大的股票回购计划,因为我们对长期增长前景充满信心。自 2021 年 4 月 1 日以来,我们已回购了约 37 亿美元的美国存托凭证”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125670742,"gmtCreate":1624673157986,"gmtModify":1631884665996,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade","listText":"Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade","text":"Go go go Alibaba will be a the next Amazon in the making controlling a large chunk of China internet trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125670742","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801953355,"gmtCreate":1627480498577,"gmtModify":1631889014947,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801953355","repostId":"1151337652","repostType":4,"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898402295,"gmtCreate":1628515801017,"gmtModify":1631889014938,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898402295","repostId":"2158446563","repostType":4,"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173306796,"gmtCreate":1626611231015,"gmtModify":1631889014956,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173306796","repostId":"2152968147","repostType":4,"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896270320,"gmtCreate":1628588596660,"gmtModify":1631883894945,"author":{"id":"3582787548532316","authorId":"3582787548532316","name":"jeffmum","avatar":"https://static.tigerbbs.com/3aaf38ada4e9468a5ba38839ff3b40a9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582787548532316","authorIdStr":"3582787548532316"},"themes":[],"title":"","htmlText":"Good one","listText":"Good one","text":"Good one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896270320","repostId":"1122891084","repostType":4,"repost":{"id":"1122891084","kind":"news","pubTimestamp":1628585720,"share":"https://www.laohunote.com/m/news/1122891084?lang=zh_CN&edition=full","pubTime":"2021-08-10 16:55","market":"us","language":"en","title":"Moderna COVID-19 vaccine may be better than Pfizer against Delta variant; breakthrough cases rise with time<blockquote>Moderna新冠肺炎疫苗对抗德尔塔变异毒株可能比辉瑞更好;突破性案例随着时间的推移而增加</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122891084","media":"Seeking Alpha","summary":"According to two reports published in medRxiv, the mRNA vaccine developed by Pfizer and BioNTech SE ","content":"<p><ul> <li>According to two reports published in medRxiv, the mRNA vaccine developed by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> may be less effective than <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>'s against the Delta variant of the coronavirus, <i>Reuters reports</i>.</li> <li>The study, yet to be peer reviewed, included more than 50,000 patients in the Mayo Clinic Health System.</li> <li>Researchers found that efficacy of Moderna's Covid-19 vaccine dropped to 76% in July - when the Delta variant was predominant - from 86% in early 2021.</li> <li>However, during the same time, Pfizer/BioNTech vaccine's effectiveness decreased to 42% from 76%.</li> <li>While both vaccines remain effective at preventing Covid hospitalization, a Moderna booster shot may be necessary soon for people who got Pfizer or Moderna vaccines earlier this year, said Dr. Venky Soundararajan of Massachusetts data analytics company, who led the Mayo study.</li> <li>In a separate study, elderly nursing home residents in Ontario produced stronger immune responses - especially against variants - after the Moderna shot than after Pfizer/BioNTech vaccine.</li> <li>\"We continue to believe... a third dose booster may be needed within 6 to 12 months after full vaccination to maintain the highest levels of protection,\" said a Pfizer spokesperson.</li> <li>In a study posted on medRxiv, it was observed that breakthrough COVID-19 odds rise months after vaccination.</li> <li>The data suggested that people who received their second dose of the Pfizer/BioNTech vaccine five or more months ago are more likely to test positive for COVID-19 than people who were fully vaccinated less than five months ago.</li> <li>Overall, 1.8% of individulas tested positive in a research including nearly 34,000 fully vaccinated adults in Israel which were tested to see if they had a breakthrough case of COVID-19.</li> <li>At all ages, the odds of testing positive were higher when the last vaccine dose was received at least 146 days earlier.</li> <li>Among patients older than 60, the odds of a positive test were almost three times higher when 146 days had passed since the second dose.</li> <li>\"Very few patients had required hospitalization, and it is too early to assess the severity of these new infections in terms of hospital admission, need for mechanical ventilation or mortality,\" he added. \"We are planning to continue our research,\" said coauthor Dr. Eugene Merzon of Leumit Health Services in Israel.</li> <li>Israel has already started administering booster shots to people over the age of 60.</li> </ul></p><p><blockquote><ul><li>根据medRxiv发表的两份报告,由<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>可能不如<a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>对抗冠状病毒的德尔塔变异毒株,<i>路透社报道</i>.</li><li>这项研究尚未经过同行评审,包括梅奥诊所医疗系统的50,000多名患者。</li><li>研究人员发现,Moderna 的 Covid-19 疫苗的有效性从 2021 年初的 86% 下降到 7 月份的 76%(当时德尔塔变异毒株占主导地位)。</li><li>然而,在同一时期,辉瑞/BioNTech疫苗的有效性从76%下降到42%。</li><li>领导梅奥研究的马萨诸塞州数据分析公司的Venky Soundararajan博士说,虽然这两种疫苗在防止Covid住院方面仍然有效,但对于今年早些时候接种辉瑞或Moderna疫苗的人来说,可能很快就需要注射Moderna加强针。</li><li>在另一项研究中,安大略省的老年养老院居民在注射Moderna后比辉瑞/BioNTech疫苗后产生了更强的免疫反应,特别是对变异的免疫反应。</li><li>辉瑞公司发言人表示:“我们仍然相信……在完全接种疫苗后的 6 至 12 个月内,可能需要接种第三剂加强剂,以维持最高水平的保护。”</li><li>在medRxiv上发布的一项研究中,观察到接种疫苗几个月后,突破性的新冠肺炎几率会上升。</li><li>数据表明,五个月或更长时间前接种第二剂辉瑞/BioNTech疫苗的人比不到五个月前完全接种疫苗的人更有可能检测出新冠肺炎阳性。</li><li>总体而言,在一项研究中,1.8%的人检测呈阳性,其中包括以色列近34,000名完全接种疫苗的成年人,他们接受了检测,看看他们是否有突破性的新冠肺炎病例。</li><li>在所有年龄段,当最后一剂疫苗至少提前146天接种时,检测阳性的几率较高。</li><li>在60岁以上的患者中,当第二剂后146天过去时,阳性测试的几率几乎高出三倍。</li><li>他补充说:“很少有患者需要住院治疗,现在从住院、机械通气需求或死亡率方面评估这些新感染的严重程度还为时过早。”“我们计划继续我们的研究,”合著者、以色列 Leumit Health Services 的 Eugene Merzon 博士说。</li><li>以色列已经开始对60岁以上的人进行加强注射。</li></ul></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>Moderna COVID-19 vaccine may be better than Pfizer against Delta variant; breakthrough cases rise with time<blockquote>Moderna新冠肺炎疫苗对抗德尔塔变异毒株可能比辉瑞更好;突破性案例随着时间的推移而增加</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\">\nModerna COVID-19 vaccine may be better than Pfizer against Delta variant; breakthrough cases rise with time<blockquote>Moderna新冠肺炎疫苗对抗德尔塔变异毒株可能比辉瑞更好;突破性案例随着时间的推移而增加</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-10 16:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>According to two reports published in medRxiv, the mRNA vaccine developed by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> may be less effective than <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a>'s against the Delta variant of the coronavirus, <i>Reuters reports</i>.</li> <li>The study, yet to be peer reviewed, included more than 50,000 patients in the Mayo Clinic Health System.</li> <li>Researchers found that efficacy of Moderna's Covid-19 vaccine dropped to 76% in July - when the Delta variant was predominant - from 86% in early 2021.</li> <li>However, during the same time, Pfizer/BioNTech vaccine's effectiveness decreased to 42% from 76%.</li> <li>While both vaccines remain effective at preventing Covid hospitalization, a Moderna booster shot may be necessary soon for people who got Pfizer or Moderna vaccines earlier this year, said Dr. Venky Soundararajan of Massachusetts data analytics company, who led the Mayo study.</li> <li>In a separate study, elderly nursing home residents in Ontario produced stronger immune responses - especially against variants - after the Moderna shot than after Pfizer/BioNTech vaccine.</li> <li>\"We continue to believe... a third dose booster may be needed within 6 to 12 months after full vaccination to maintain the highest levels of protection,\" said a Pfizer spokesperson.</li> <li>In a study posted on medRxiv, it was observed that breakthrough COVID-19 odds rise months after vaccination.</li> <li>The data suggested that people who received their second dose of the Pfizer/BioNTech vaccine five or more months ago are more likely to test positive for COVID-19 than people who were fully vaccinated less than five months ago.</li> <li>Overall, 1.8% of individulas tested positive in a research including nearly 34,000 fully vaccinated adults in Israel which were tested to see if they had a breakthrough case of COVID-19.</li> <li>At all ages, the odds of testing positive were higher when the last vaccine dose was received at least 146 days earlier.</li> <li>Among patients older than 60, the odds of a positive test were almost three times higher when 146 days had passed since the second dose.</li> <li>\"Very few patients had required hospitalization, and it is too early to assess the severity of these new infections in terms of hospital admission, need for mechanical ventilation or mortality,\" he added. \"We are planning to continue our research,\" said coauthor Dr. Eugene Merzon of Leumit Health Services in Israel.</li> <li>Israel has already started administering booster shots to people over the age of 60.</li> </ul></p><p><blockquote><ul><li>根据medRxiv发表的两份报告,由<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>可能不如<a href=\"https://laohu8.com/S/MRNA\">现代公司。</a>对抗冠状病毒的德尔塔变异毒株,<i>路透社报道</i>.</li><li>这项研究尚未经过同行评审,包括梅奥诊所医疗系统的50,000多名患者。</li><li>研究人员发现,Moderna 的 Covid-19 疫苗的有效性从 2021 年初的 86% 下降到 7 月份的 76%(当时德尔塔变异毒株占主导地位)。</li><li>然而,在同一时期,辉瑞/BioNTech疫苗的有效性从76%下降到42%。</li><li>领导梅奥研究的马萨诸塞州数据分析公司的Venky Soundararajan博士说,虽然这两种疫苗在防止Covid住院方面仍然有效,但对于今年早些时候接种辉瑞或Moderna疫苗的人来说,可能很快就需要注射Moderna加强针。</li><li>在另一项研究中,安大略省的老年养老院居民在注射Moderna后比辉瑞/BioNTech疫苗后产生了更强的免疫反应,特别是对变异的免疫反应。</li><li>辉瑞公司发言人表示:“我们仍然相信……在完全接种疫苗后的 6 至 12 个月内,可能需要接种第三剂加强剂,以维持最高水平的保护。”</li><li>在medRxiv上发布的一项研究中,观察到接种疫苗几个月后,突破性的新冠肺炎几率会上升。</li><li>数据表明,五个月或更长时间前接种第二剂辉瑞/BioNTech疫苗的人比不到五个月前完全接种疫苗的人更有可能检测出新冠肺炎阳性。</li><li>总体而言,在一项研究中,1.8%的人检测呈阳性,其中包括以色列近34,000名完全接种疫苗的成年人,他们接受了检测,看看他们是否有突破性的新冠肺炎病例。</li><li>在所有年龄段,当最后一剂疫苗至少提前146天接种时,检测阳性的几率较高。</li><li>在60岁以上的患者中,当第二剂后146天过去时,阳性测试的几率几乎高出三倍。</li><li>他补充说:“很少有患者需要住院治疗,现在从住院、机械通气需求或死亡率方面评估这些新感染的严重程度还为时过早。”“我们计划继续我们的研究,”合著者、以色列 Leumit Health Services 的 Eugene Merzon 博士说。</li><li>以色列已经开始对60岁以上的人进行加强注射。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3727988-moderna-covid-19-vaccine-may-be-better-than-pfizer-against-delta-variant-breakthrough-cases-rise-with-time\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE"},"source_url":"https://seekingalpha.com/news/3727988-moderna-covid-19-vaccine-may-be-better-than-pfizer-against-delta-variant-breakthrough-cases-rise-with-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122891084","content_text":"According to two reports published in medRxiv, the mRNA vaccine developed by Pfizer and BioNTech SE may be less effective than Moderna, Inc.'s against the Delta variant of the coronavirus, Reuters reports.\nThe study, yet to be peer reviewed, included more than 50,000 patients in the Mayo Clinic Health System.\nResearchers found that efficacy of Moderna's Covid-19 vaccine dropped to 76% in July - when the Delta variant was predominant - from 86% in early 2021.\nHowever, during the same time, Pfizer/BioNTech vaccine's effectiveness decreased to 42% from 76%.\nWhile both vaccines remain effective at preventing Covid hospitalization, a Moderna booster shot may be necessary soon for people who got Pfizer or Moderna vaccines earlier this year, said Dr. Venky Soundararajan of Massachusetts data analytics company, who led the Mayo study.\nIn a separate study, elderly nursing home residents in Ontario produced stronger immune responses - especially against variants - after the Moderna shot than after Pfizer/BioNTech vaccine.\n\"We continue to believe... a third dose booster may be needed within 6 to 12 months after full vaccination to maintain the highest levels of protection,\" said a Pfizer spokesperson.\nIn a study posted on medRxiv, it was observed that breakthrough COVID-19 odds rise months after vaccination.\nThe data suggested that people who received their second dose of the Pfizer/BioNTech vaccine five or more months ago are more likely to test positive for COVID-19 than people who were fully vaccinated less than five months ago.\nOverall, 1.8% of individulas tested positive in a research including nearly 34,000 fully vaccinated adults in Israel which were tested to see if they had a breakthrough case of COVID-19.\nAt all ages, the odds of testing positive were higher when the last vaccine dose was received at least 146 days earlier.\nAmong patients older than 60, the odds of a positive test were almost three times higher when 146 days had passed since the second dose.\n\"Very few patients had required hospitalization, and it is too early to assess the severity of these new infections in terms of hospital admission, need for mechanical ventilation or mortality,\" he added. \"We are planning to continue our research,\" said coauthor Dr. Eugene Merzon of Leumit Health Services in Israel.\nIsrael has already started administering booster shots to people over the age of 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