51011906的个人主页 - 老虎社区

51011906

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2021-06-16

like me tks

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2021-08-29

like

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2021-08-19

please like me tks

@扯个犊子:这里是扯个犊子，十分期待您的关注，我将竭诚为您提供优质且正经的扯犊子服务。扯犊子的范围包括：1. 对公司内在价值的客观分析与个人见解；2. 对于投资的思考感悟；3. （视情况而定）其他类型的扯犊子。不包括：1. 诱导购买任何股票或其他投资产品；2. 其他可能有损于您利益的任何活动。保持每周1-2更，每篇保证不短不长，有趣有料！

2021-07-21

good

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2021-06-22

up like rockets

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2021-08-04

just hold

3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</blockquote>

2021-06-30

agreed

Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>

2021-06-15

$Sundial Growers Inc.(SNDL)$🥰

2021-08-03

too bad let go liao

抱歉，原内容已删除

2021-07-22

will still up?

AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>

2021-07-19

good

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2021-06-22

still got hope?

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2021-12-01

like

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2021-07-23

shld buy now?

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2021-07-22

$DiDi Global Inc.(DIDI)$up up n like me thk

2021-06-18

trust yourself

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2021-06-17

$Torchlight Energy Resources(TRCH)$keep up n up

2021-06-17

$Sundial Growers Inc.(SNDL)$up up up for tmr

2021-07-25

fly to the sun?

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

2021-07-18

up up up

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like me tks","listText":"please like me tks","text":"please like me tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838932279","repostId":"315062499","repostType":1,"repost":{"id":315062499,"gmtCreate":1612190551711,"gmtModify":1703758561517,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507927418932492","idStr":"3507927418932492"},"themes":[],"htmlText":"这里是扯个犊子，十分期待您的关注，我将竭诚为您提供优质且正经的扯犊子服务。扯犊子的范围包括：1. 对公司内在价值的客观分析与个人见解；2. 对于投资的思考感悟；3. （视情况而定）其他类型的扯犊子。不包括：1. 诱导购买任何股票或其他投资产品；2. 其他可能有损于您利益的任何活动。保持每周1-2更，每篇保证不短不长，有趣有料！","listText":"这里是扯个犊子，十分期待您的关注，我将竭诚为您提供优质且正经的扯犊子服务。扯犊子的范围包括：1. 对公司内在价值的客观分析与个人见解；2. 对于投资的思考感悟；3. （视情况而定）其他类型的扯犊子。不包括：1. 诱导购买任何股票或其他投资产品；2. 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其他可能有损于您利益的任何活动。保持每周1-2更，每篇保证不短不长，有趣有料！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315062499","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894369224,"gmtCreate":1628805803568,"gmtModify":1633689441877,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"good?","listText":"good?","text":"good?","images":[{"img":"https://static.tigerbbs.com/3a8c7958407aac10e64fa81f407c73e4","width":"1080","height":"3937"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894369224","isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893243302,"gmtCreate":1628267374206,"gmtModify":1633752077870,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"when will going up n up?","listText":"when will going up n up?","text":"when will going up n up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893243302","repostId":"2157952754","repostType":2,"isVote":1,"tweetType":1,"viewCount":3051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890000037,"gmtCreate":1628063843429,"gmtModify":1633753929059,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"just hold","listText":"just hold","text":"just hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890000037","repostId":"1184998831","repostType":4,"repost":{"id":"1184998831","kind":"news","pubTimestamp":1628062365,"share":"https://www.laohu8.com/m/news/1184998831?lang=zh_CN&edition=full","pubTime":"2021-08-04 15:32","market":"us","language":"en","title":"3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184998831","media":" Motley Fool","summary":"The leading exhibitor's stock has shed 51% over the past two months, but there are some ways to get back on track.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>AMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.</li>  <li>With just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.</li>  <li>There is a chance to make AMC on Demand a thing right now. The clock is ticking.</li> </ul> It's been a cruel summer for&nbsp;<b>AMC Entertainment Holdings</b>(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.</p><p><blockquote><ul><li>AMC股票自6月初以来遭受重创，但它仍然是今年最大的赢家之一。抵押品中有机会。</li><li>由于周末全国只有2%的人去看电影，AMC投资者是时候提升体验而不是所有权了。</li><li>现在有机会让AMC on Demand成为一件事。时间不多了。</li></ul>这是一个残酷的夏天<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）投资者。该国领先的多路复用运营商仍然是今年表现最好的运营商之一，但过去几周过得很艰难。自两个月前见顶以来，该股价值已下跌一半以上。</blockquote></p><p> Where do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.</p><p><blockquote>我们该何去何从？让我们回顾一下一些可能让AMC股票再次朝着正确方向发展的事情。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7160f1454df5d0954cff6bdd79965b6\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Investors can go from stock pumping to movie pumping</b></p><p><blockquote><b>1、投资者可以从炒股票到炒电影</b></blockquote></p><p> One thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.</p><p><blockquote>让AMC情绪低落的一件事是美国夏季票房收入令人失望。我们终于在银幕上看到了大片，但上座率仍然不到两年前的一半。随着夏季旺季淡出人们的视线，全国范围内新冠肺炎病例的激增只会让事情变得更糟。</blockquote></p><p> AMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.</p><p><blockquote>AMC首席执行官亚当·阿伦(Adam Aron)采取了一项明智的举措，直接吸引了其基础散户投资者。该公司拥有超过400万个人投资者，推出了Investor Connect，如果股东注册营销信件和财务更新的邮件列表，就可以免费获得一桶爆米花来激励他们。</blockquote></p><p> Retail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.</p><p><blockquote>散户纷纷在网上激荡，纷纷加入“AMC大军”，自称“猿”作为荣誉徽章。问题是，他们已经转向在线留言板、YouTube和抖音，用视频来增加股票所有权，而不是看电影的体验。</blockquote></p><p> Just 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.</p><p><blockquote>上周末，全国只有2%的人在影院看过电影，当然，在AMC影院上映的电影还不到2%。你可能会认为，有影响力的人会试图通过推广去当地的AMC多厅影院来创造自己的运气，而不是制作宣扬阴谋论的帖子和视频。影院独家上映的稀有电影的滔滔不绝的评论在哪里？为什么没有更多的散户股东利用私人屏幕租赁的高利润优惠和高价体验？试图提升企业的感知价值而不是吹捧企业本身是一个错失的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>2. AMC can go shopping</b></p><p><blockquote><b>2、AMC可以去逛街了</b></blockquote></p><p> AMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.</p><p><blockquote>AMC利用其活跃的meme股票地位，以更高的价格发行新股。该参展商的库存数量在过去一年中增加了四倍多。但这并不是股价虚高的公司唯一可用的杠杆。</blockquote></p><p> Smaller publicly traded rivals have&nbsp;fared poorly&nbsp;relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?</p><p><blockquote>相对于AMC，规模较小的上市竞争对手表现不佳。它们的估值倍数都低得多。AMC为什么不去购物？如果它的股票数量将是一张空白支票，并且它正在一个陷入困境的利基市场中苦苦挣扎，为什么它不以AMC美元的价格收购摇摇欲坠的同行呢？为什么它不购买在复苏中表现更好的国际球员？为什么它不利用其溢价股票snap非多厅影院运营商，这些运营商的商业模式更具弹性，部分与电影院行业有关？</blockquote></p><p> As bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot&nbsp;media stock&nbsp;needs to move before it cools off completely.</p><p><blockquote>尽管AMC股东的情况很糟糕，过去九周股价下跌了一半，但情况可能会更糟。该股必须再下跌94%才能回到2021年初的水平，而且根据市值计算，受到的打击会更严重。你必须在阳光明媚的时候生产干草，现在是时候购买将在行业下一个新常态中蓬勃发展的企业了。一度炙手可热的传媒股在彻底降温之前需要有所动作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c4537c87920ef2e9f4eb487ed39323\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>3. Make AMC on Demand a leader</b></p><p><blockquote><b>3.让AMC on Demand成为领导者</b></blockquote></p><p></p><p> AMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a&nbsp;free in-theater beverage&nbsp;if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.</p><p><blockquote>AMC很清楚，在家观看首轮和标志性电影太容易了。它有自己的羽翼未丰的入口——AMC on Demand——为那些发现自己在家看更多电影的居家人士赚钱。上个月采取了一项微妙但精明的举措，即向AMC Stubs忠诚会员伸出援手，如果他们租用AMC on Demand流媒体，则为他们提供免费的影院内饮料。提供一种售价至少为6美元的大型喷泉饮料，以换取价格低至0.99美元的数字购买，这似乎很疯狂，但这一切都是为了让人们对其优质流媒体平台感到满意。</blockquote></p><p> It's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.</p><p><blockquote>很明显，市场对数字交付比在大票房电影院运行放映机更感兴趣。我们已经看到媒体和科技公司凭借其流媒体平台的实力腾飞。如果AMC on Demand被证明是行业领导者，AMC的估值倍数将会扩大。让人们踢轮胎是一个很好的开始，但现在需要提高赌注。它需要利用对工作室的任何影响力来提供AMC独家点播内容。它需要许可你在其他地方找不到的流媒体内容，如果这不可行，那么它需要创建自己的内容。尽管首席执行官Aron今年具有前瞻性思维，但为什么Investor Connect不能作为只能在AMC on Demand上观看的流提供呢？制作一部关于AMC军队的纪录片。见鬼，当你在电影院的时候，就去卖猿吧。股票跌得越低，粉丝群就越不热情。</blockquote></p><p> AMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.</p><p><blockquote>AMC在这里有一个不能浪费的机会。如果AMC无法让散户投资者观看电影，它至少应该让他们出现在其面向家庭的平台上。让他们成为产品大使。不要把东西留给可能永远不会发生的续集。</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>3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</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\">\n3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> Motley Fool</strong><span class=\"h-time small\">2021-08-04 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>AMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.</li>  <li>With just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.</li>  <li>There is a chance to make AMC on Demand a thing right now. The clock is ticking.</li> </ul> It's been a cruel summer for&nbsp;<b>AMC Entertainment Holdings</b>(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.</p><p><blockquote><ul><li>AMC股票自6月初以来遭受重创，但它仍然是今年最大的赢家之一。抵押品中有机会。</li><li>由于周末全国只有2%的人去看电影，AMC投资者是时候提升体验而不是所有权了。</li><li>现在有机会让AMC on Demand成为一件事。时间不多了。</li></ul>这是一个残酷的夏天<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）投资者。该国领先的多路复用运营商仍然是今年表现最好的运营商之一，但过去几周过得很艰难。自两个月前见顶以来，该股价值已下跌一半以上。</blockquote></p><p> Where do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.</p><p><blockquote>我们该何去何从？让我们回顾一下一些可能让AMC股票再次朝着正确方向发展的事情。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7160f1454df5d0954cff6bdd79965b6\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Investors can go from stock pumping to movie pumping</b></p><p><blockquote><b>1、投资者可以从炒股票到炒电影</b></blockquote></p><p> One thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.</p><p><blockquote>让AMC情绪低落的一件事是美国夏季票房收入令人失望。我们终于在银幕上看到了大片，但上座率仍然不到两年前的一半。随着夏季旺季淡出人们的视线，全国范围内新冠肺炎病例的激增只会让事情变得更糟。</blockquote></p><p> AMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.</p><p><blockquote>AMC首席执行官亚当·阿伦(Adam Aron)采取了一项明智的举措，直接吸引了其基础散户投资者。该公司拥有超过400万个人投资者，推出了Investor Connect，如果股东注册营销信件和财务更新的邮件列表，就可以免费获得一桶爆米花来激励他们。</blockquote></p><p> Retail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.</p><p><blockquote>散户纷纷在网上激荡，纷纷加入“AMC大军”，自称“猿”作为荣誉徽章。问题是，他们已经转向在线留言板、YouTube和抖音，用视频来增加股票所有权，而不是看电影的体验。</blockquote></p><p> Just 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.</p><p><blockquote>上周末，全国只有2%的人在影院看过电影，当然，在AMC影院上映的电影还不到2%。你可能会认为，有影响力的人会试图通过推广去当地的AMC多厅影院来创造自己的运气，而不是制作宣扬阴谋论的帖子和视频。影院独家上映的稀有电影的滔滔不绝的评论在哪里？为什么没有更多的散户股东利用私人屏幕租赁的高利润优惠和高价体验？试图提升企业的感知价值而不是吹捧企业本身是一个错失的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>2. AMC can go shopping</b></p><p><blockquote><b>2、AMC可以去逛街了</b></blockquote></p><p> AMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.</p><p><blockquote>AMC利用其活跃的meme股票地位，以更高的价格发行新股。该参展商的库存数量在过去一年中增加了四倍多。但这并不是股价虚高的公司唯一可用的杠杆。</blockquote></p><p> Smaller publicly traded rivals have&nbsp;fared poorly&nbsp;relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?</p><p><blockquote>相对于AMC，规模较小的上市竞争对手表现不佳。它们的估值倍数都低得多。AMC为什么不去购物？如果它的股票数量将是一张空白支票，并且它正在一个陷入困境的利基市场中苦苦挣扎，为什么它不以AMC美元的价格收购摇摇欲坠的同行呢？为什么它不购买在复苏中表现更好的国际球员？为什么它不利用其溢价股票snap非多厅影院运营商，这些运营商的商业模式更具弹性，部分与电影院行业有关？</blockquote></p><p> As bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot&nbsp;media stock&nbsp;needs to move before it cools off completely.</p><p><blockquote>尽管AMC股东的情况很糟糕，过去九周股价下跌了一半，但情况可能会更糟。该股必须再下跌94%才能回到2021年初的水平，而且根据市值计算，受到的打击会更严重。你必须在阳光明媚的时候生产干草，现在是时候购买将在行业下一个新常态中蓬勃发展的企业了。一度炙手可热的传媒股在彻底降温之前需要有所动作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c4537c87920ef2e9f4eb487ed39323\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>3. Make AMC on Demand a leader</b></p><p><blockquote><b>3.让AMC on Demand成为领导者</b></blockquote></p><p></p><p> AMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a&nbsp;free in-theater beverage&nbsp;if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.</p><p><blockquote>AMC很清楚，在家观看首轮和标志性电影太容易了。它有自己的羽翼未丰的入口——AMC on Demand——为那些发现自己在家看更多电影的居家人士赚钱。上个月采取了一项微妙但精明的举措，即向AMC Stubs忠诚会员伸出援手，如果他们租用AMC on Demand流媒体，则为他们提供免费的影院内饮料。提供一种售价至少为6美元的大型喷泉饮料，以换取价格低至0.99美元的数字购买，这似乎很疯狂，但这一切都是为了让人们对其优质流媒体平台感到满意。</blockquote></p><p> It's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.</p><p><blockquote>很明显，市场对数字交付比在大票房电影院运行放映机更感兴趣。我们已经看到媒体和科技公司凭借其流媒体平台的实力腾飞。如果AMC on Demand被证明是行业领导者，AMC的估值倍数将会扩大。让人们踢轮胎是一个很好的开始，但现在需要提高赌注。它需要利用对工作室的任何影响力来提供AMC独家点播内容。它需要许可你在其他地方找不到的流媒体内容，如果这不可行，那么它需要创建自己的内容。尽管首席执行官Aron今年具有前瞻性思维，但为什么Investor Connect不能作为只能在AMC on Demand上观看的流提供呢？制作一部关于AMC军队的纪录片。见鬼，当你在电影院的时候，就去卖猿吧。股票跌得越低，粉丝群就越不热情。</blockquote></p><p> AMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.</p><p><blockquote>AMC在这里有一个不能浪费的机会。如果AMC无法让散户投资者观看电影，它至少应该让他们出现在其面向家庭的平台上。让他们成为产品大使。不要把东西留给可能永远不会发生的续集。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/\"> Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184998831","content_text":"Key Points\n\nAMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.\nWith just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.\nThere is a chance to make AMC on Demand a thing right now. The clock is ticking.\n\nIt's been a cruel summer for AMC Entertainment Holdings(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.\nWhere do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.\nIMAGE SOURCE: GETTY IMAGES.\n1. Investors can go from stock pumping to movie pumping\nOne thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.\nAMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.\nRetail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.\nJust 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.\nIMAGE SOURCE: GETTY IMAGES.\n2. AMC can go shopping\nAMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.\nSmaller publicly traded rivals have fared poorly relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?\nAs bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot media stock needs to move before it cools off completely.\nIMAGE SOURCE: GETTY IMAGES.\n3. Make AMC on Demand a leader\nAMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a free in-theater beverage if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.\nIt's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.\nAMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804771738,"gmtCreate":1627984462724,"gmtModify":1633754654078,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"too bad let go liao","listText":"too bad let go liao","text":"too bad let go liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804771738","repostId":"1183916574","repostType":4,"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806597321,"gmtCreate":1627664515263,"gmtModify":1633757280778,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806597321","repostId":"1157771608","repostType":4,"isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808641224,"gmtCreate":1627577366968,"gmtModify":1633758107305,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"really?","listText":"really?","text":"really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808641224","repostId":"2155078999","repostType":4,"isVote":1,"tweetType":1,"viewCount":2529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177666066,"gmtCreate":1627211729055,"gmtModify":1633767139064,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"fly to the sun?","listText":"fly to the sun?","text":"fly to the sun?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177666066","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174307665,"gmtCreate":1627070774057,"gmtModify":1633768310101,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174307665","repostId":"2153498346","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172457513,"gmtCreate":1626985475932,"gmtModify":1633769145391,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"shld buy now?","listText":"shld buy now?","text":"shld buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172457513","repostId":"1175825882","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176595655,"gmtCreate":1626905646177,"gmtModify":1633770005688,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","text":"$DiDi Global Inc.(DIDI)$up up n like me thk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176595655","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176596878,"gmtCreate":1626905434294,"gmtModify":1633770007519,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"up up","listText":"up up","text":"up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176596878","repostId":"1109551881","repostType":4,"repost":{"id":"1109551881","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626878219,"share":"https://www.laohu8.com/m/news/1109551881?lang=zh_CN&edition=full","pubTime":"2021-07-21 22:36","market":"us","language":"en","title":"AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109551881","media":"Benzinga","summary":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening s","content":"<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday&nbsp;amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>由于人们对重新开放股票的兴趣恢复，(NYSE：AMC)周二上涨24.47%。该公司周一晚间还宣布，已达成协议，将于8月份以AMC品牌重新开放洛杉矶地区的Grove剧院和Americana at Brand剧院。这两家剧院以前由太平洋剧院租赁，是洛杉矶票房最高的两家剧院。</blockquote></p><p> Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p><p><blockquote>尽管AMC目前不是r/WallStreetBets上的热门股票，但它仍然是周二被提及次数第十多的股票。subreddit通常针对具有不寻常特征的股票，例如奇怪的所有权水平和高空头利息。然而，AMC的基本统计数据在过去几个月中一直在改善，该公司4.4874亿股流通股中，有7548万股被卖空；这比5月份的1.023亿有所下降。</blockquote></p><p> Despite short interest decreasing, AMC is still volatile and able to make big swings.</p><p><blockquote>尽管空头兴趣下降，AMC仍然不稳定，并且能够大幅波动。</blockquote></p><p> <b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC&nbsp;put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p><p><blockquote><b>AMC图表：</b>周一，在大盘大熊市期间，AMC触底31.15美元，并成功打印出看涨锤子烛台，表明周二价格将上涨。AMC随后在周二打印了看涨的Marubozu烛台。这根Marubozu蜡烛的上部灯芯非常小，表明AMC在盘中交易的每个价格水平都有买家。</blockquote></p><p> AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p><p><blockquote>AMC于7月1日进入下跌趋势，并创下一系列较低的高点和较低的低点，直到周二价格收于43.08美元，高于37.73美元的较低高点，这表明看涨趋势发生了变化。多头不希望该股跌破31.15美元以确认趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC&nbsp;was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p><p><blockquote>AMC能够重新获得8日指数移动平均线(EMA)作为支撑，但拒绝并远离21日EMA。多头希望看到AMC在短期内重新获得该水平的支撑。AMC的交易价格远高于200日简单移动平均线，表明该股的整体情绪仍然看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p><p><blockquote>多头希望看到持续的看涨成交量推动AMC突破21日均线并升至47.91美元区域。如果它能够重新获得该水平作为支撑，它可能会上涨至52.97美元。</blockquote></p><p> Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p><p><blockquote>空头希望看到AMC的股票继续拒绝21日均线，并下跌并失去8日均线的支撑，该支撑位与39.71美元的支撑位一致。如果该股跌破该水平，可能会跌至31.81美元大关。</blockquote></p><p> <b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p><p><blockquote><b>AMC价格走势：</b>截至发稿时，AMC院线股价上涨4.2%，至44.78美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</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\">\nAMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-21 22:36</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday&nbsp;amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>由于人们对重新开放股票的兴趣恢复，(NYSE：AMC)周二上涨24.47%。该公司周一晚间还宣布，已达成协议，将于8月份以AMC品牌重新开放洛杉矶地区的Grove剧院和Americana at Brand剧院。这两家剧院以前由太平洋剧院租赁，是洛杉矶票房最高的两家剧院。</blockquote></p><p> Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p><p><blockquote>尽管AMC目前不是r/WallStreetBets上的热门股票，但它仍然是周二被提及次数第十多的股票。subreddit通常针对具有不寻常特征的股票，例如奇怪的所有权水平和高空头利息。然而，AMC的基本统计数据在过去几个月中一直在改善，该公司4.4874亿股流通股中，有7548万股被卖空；这比5月份的1.023亿有所下降。</blockquote></p><p> Despite short interest decreasing, AMC is still volatile and able to make big swings.</p><p><blockquote>尽管空头兴趣下降，AMC仍然不稳定，并且能够大幅波动。</blockquote></p><p> <b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC&nbsp;put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p><p><blockquote><b>AMC图表：</b>周一，在大盘大熊市期间，AMC触底31.15美元，并成功打印出看涨锤子烛台，表明周二价格将上涨。AMC随后在周二打印了看涨的Marubozu烛台。这根Marubozu蜡烛的上部灯芯非常小，表明AMC在盘中交易的每个价格水平都有买家。</blockquote></p><p> AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p><p><blockquote>AMC于7月1日进入下跌趋势，并创下一系列较低的高点和较低的低点，直到周二价格收于43.08美元，高于37.73美元的较低高点，这表明看涨趋势发生了变化。多头不希望该股跌破31.15美元以确认趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC&nbsp;was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p><p><blockquote>AMC能够重新获得8日指数移动平均线(EMA)作为支撑，但拒绝并远离21日EMA。多头希望看到AMC在短期内重新获得该水平的支撑。AMC的交易价格远高于200日简单移动平均线，表明该股的整体情绪仍然看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p><p><blockquote>多头希望看到持续的看涨成交量推动AMC突破21日均线并升至47.91美元区域。如果它能够重新获得该水平作为支撑，它可能会上涨至52.97美元。</blockquote></p><p> Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p><p><blockquote>空头希望看到AMC的股票继续拒绝21日均线，并下跌并失去8日均线的支撑，该支撑位与39.71美元的支撑位一致。如果该股跌破该水平，可能会跌至31.81美元大关。</blockquote></p><p> <b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p><p><blockquote><b>AMC价格走势：</b>截至发稿时，AMC院线股价上涨4.2%，至44.78美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109551881","content_text":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.\nAlthough presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.\nDespite short interest decreasing, AMC is still volatile and able to make big swings.\nThe AMC Chart:On Monday, during a big bear day in the general markets, AMC put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.\nAMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.\nAMC was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.\nBulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.\nBears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.\nAMC Price Action:Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176596304,"gmtCreate":1626905411408,"gmtModify":1633770007768,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478561995264","idStr":"3585478561995264"},"themes":[],"htmlText":"will still up?","listText":"will still up?","text":"will still up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176596304","repostId":"1109551881","repostType":4,"repost":{"id":"1109551881","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626878219,"share":"https://www.laohu8.com/m/news/1109551881?lang=zh_CN&edition=full","pubTime":"2021-07-21 22:36","market":"us","language":"en","title":"AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109551881","media":"Benzinga","summary":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening s","content":"<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday&nbsp;amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>由于人们对重新开放股票的兴趣恢复，(NYSE：AMC)周二上涨24.47%。该公司周一晚间还宣布，已达成协议，将于8月份以AMC品牌重新开放洛杉矶地区的Grove剧院和Americana at Brand剧院。这两家剧院以前由太平洋剧院租赁，是洛杉矶票房最高的两家剧院。</blockquote></p><p> Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p><p><blockquote>尽管AMC目前不是r/WallStreetBets上的热门股票，但它仍然是周二被提及次数第十多的股票。subreddit通常针对具有不寻常特征的股票，例如奇怪的所有权水平和高空头利息。然而，AMC的基本统计数据在过去几个月中一直在改善，该公司4.4874亿股流通股中，有7548万股被卖空；这比5月份的1.023亿有所下降。</blockquote></p><p> Despite short interest decreasing, AMC is still volatile and able to make big swings.</p><p><blockquote>尽管空头兴趣下降，AMC仍然不稳定，并且能够大幅波动。</blockquote></p><p> <b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC&nbsp;put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p><p><blockquote><b>AMC图表：</b>周一，在大盘大熊市期间，AMC触底31.15美元，并成功打印出看涨锤子烛台，表明周二价格将上涨。AMC随后在周二打印了看涨的Marubozu烛台。这根Marubozu蜡烛的上部灯芯非常小，表明AMC在盘中交易的每个价格水平都有买家。</blockquote></p><p> AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p><p><blockquote>AMC于7月1日进入下跌趋势，并创下一系列较低的高点和较低的低点，直到周二价格收于43.08美元，高于37.73美元的较低高点，这表明看涨趋势发生了变化。多头不希望该股跌破31.15美元以确认趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC&nbsp;was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p><p><blockquote>AMC能够重新获得8日指数移动平均线(EMA)作为支撑，但拒绝并远离21日EMA。多头希望看到AMC在短期内重新获得该水平的支撑。AMC的交易价格远高于200日简单移动平均线，表明该股的整体情绪仍然看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p><p><blockquote>多头希望看到持续的看涨成交量推动AMC突破21日均线并升至47.91美元区域。如果它能够重新获得该水平作为支撑，它可能会上涨至52.97美元。</blockquote></p><p> Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p><p><blockquote>空头希望看到AMC的股票继续拒绝21日均线，并下跌并失去8日均线的支撑，该支撑位与39.71美元的支撑位一致。如果该股跌破该水平，可能会跌至31.81美元大关。</blockquote></p><p> <b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p><p><blockquote><b>AMC价格走势：</b>截至发稿时，AMC院线股价上涨4.2%，至44.78美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</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\">\nAMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-21 22:36</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday&nbsp;amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>由于人们对重新开放股票的兴趣恢复，(NYSE：AMC)周二上涨24.47%。该公司周一晚间还宣布，已达成协议，将于8月份以AMC品牌重新开放洛杉矶地区的Grove剧院和Americana at Brand剧院。这两家剧院以前由太平洋剧院租赁，是洛杉矶票房最高的两家剧院。</blockquote></p><p> Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p><p><blockquote>尽管AMC目前不是r/WallStreetBets上的热门股票，但它仍然是周二被提及次数第十多的股票。subreddit通常针对具有不寻常特征的股票，例如奇怪的所有权水平和高空头利息。然而，AMC的基本统计数据在过去几个月中一直在改善，该公司4.4874亿股流通股中，有7548万股被卖空；这比5月份的1.023亿有所下降。</blockquote></p><p> Despite short interest decreasing, AMC is still volatile and able to make big swings.</p><p><blockquote>尽管空头兴趣下降，AMC仍然不稳定，并且能够大幅波动。</blockquote></p><p> <b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC&nbsp;put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p><p><blockquote><b>AMC图表：</b>周一，在大盘大熊市期间，AMC触底31.15美元，并成功打印出看涨锤子烛台，表明周二价格将上涨。AMC随后在周二打印了看涨的Marubozu烛台。这根Marubozu蜡烛的上部灯芯非常小，表明AMC在盘中交易的每个价格水平都有买家。</blockquote></p><p> AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p><p><blockquote>AMC于7月1日进入下跌趋势，并创下一系列较低的高点和较低的低点，直到周二价格收于43.08美元，高于37.73美元的较低高点，这表明看涨趋势发生了变化。多头不希望该股跌破31.15美元以确认趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC&nbsp;was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p><p><blockquote>AMC能够重新获得8日指数移动平均线(EMA)作为支撑，但拒绝并远离21日EMA。多头希望看到AMC在短期内重新获得该水平的支撑。AMC的交易价格远高于200日简单移动平均线，表明该股的整体情绪仍然看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p><p><blockquote>多头希望看到持续的看涨成交量推动AMC突破21日均线并升至47.91美元区域。如果它能够重新获得该水平作为支撑，它可能会上涨至52.97美元。</blockquote></p><p> Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p><p><blockquote>空头希望看到AMC的股票继续拒绝21日均线，并下跌并失去8日均线的支撑，该支撑位与39.71美元的支撑位一致。如果该股跌破该水平，可能会跌至31.81美元大关。</blockquote></p><p> <b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p><p><blockquote><b>AMC价格走势：</b>截至发稿时，AMC院线股价上涨4.2%，至44.78美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109551881","content_text":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.\nAlthough presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.\nDespite short interest decreasing, AMC is still volatile and able to make big swings.\nThe AMC Chart:On Monday, during a big bear day in the general markets, AMC put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.\nAMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.\nAMC was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.\nBulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.\nBears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.\nAMC Price Action:Shares of AMC Entertainment traded up 4.2% to $44.78 at publication 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like me tks","listText":"please like me tks","text":"please like me tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838932279","repostId":"315062499","repostType":1,"repost":{"id":315062499,"gmtCreate":1612190551711,"gmtModify":1703758561517,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3507927418932492","authorIdStr":"3507927418932492"},"themes":[],"htmlText":"这里是扯个犊子，十分期待您的关注，我将竭诚为您提供优质且正经的扯犊子服务。扯犊子的范围包括：1. 对公司内在价值的客观分析与个人见解；2. 对于投资的思考感悟；3. （视情况而定）其他类型的扯犊子。不包括：1. 诱导购买任何股票或其他投资产品；2. 其他可能有损于您利益的任何活动。保持每周1-2更，每篇保证不短不长，有趣有料！","listText":"这里是扯个犊子，十分期待您的关注，我将竭诚为您提供优质且正经的扯犊子服务。扯犊子的范围包括：1. 对公司内在价值的客观分析与个人见解；2. 对于投资的思考感悟；3. （视情况而定）其他类型的扯犊子。不包括：1. 诱导购买任何股票或其他投资产品；2. 其他可能有损于您利益的任何活动。保持每周1-2更，每篇保证不短不长，有趣有料！","text":"这里是扯个犊子，十分期待您的关注，我将竭诚为您提供优质且正经的扯犊子服务。扯犊子的范围包括：1. 对公司内在价值的客观分析与个人见解；2. 对于投资的思考感悟；3. （视情况而定）其他类型的扯犊子。不包括：1. 诱导购买任何股票或其他投资产品；2. 其他可能有损于您利益的任何活动。保持每周1-2更，每篇保证不短不长，有趣有料！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315062499","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178684738,"gmtCreate":1626817809524,"gmtModify":1633770847514,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178684738","repostId":"2152657163","repostType":4,"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120424125,"gmtCreate":1624333618667,"gmtModify":1634007624823,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up like rockets","listText":"up like rockets","text":"up like rockets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120424125","repostId":"1116451605","repostType":4,"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890000037,"gmtCreate":1628063843429,"gmtModify":1633753929059,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"just hold","listText":"just hold","text":"just hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890000037","repostId":"1184998831","repostType":4,"repost":{"id":"1184998831","kind":"news","pubTimestamp":1628062365,"share":"https://www.laohu8.com/m/news/1184998831?lang=zh_CN&edition=full","pubTime":"2021-08-04 15:32","market":"us","language":"en","title":"3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184998831","media":" Motley Fool","summary":"The leading exhibitor's stock has shed 51% over the past two months, but there are some ways to get back on track.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>AMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.</li>  <li>With just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.</li>  <li>There is a chance to make AMC on Demand a thing right now. The clock is ticking.</li> </ul> It's been a cruel summer for&nbsp;<b>AMC Entertainment Holdings</b>(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.</p><p><blockquote><ul><li>AMC股票自6月初以来遭受重创，但它仍然是今年最大的赢家之一。抵押品中有机会。</li><li>由于周末全国只有2%的人去看电影，AMC投资者是时候提升体验而不是所有权了。</li><li>现在有机会让AMC on Demand成为一件事。时间不多了。</li></ul>这是一个残酷的夏天<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）投资者。该国领先的多路复用运营商仍然是今年表现最好的运营商之一，但过去几周过得很艰难。自两个月前见顶以来，该股价值已下跌一半以上。</blockquote></p><p> Where do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.</p><p><blockquote>我们该何去何从？让我们回顾一下一些可能让AMC股票再次朝着正确方向发展的事情。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7160f1454df5d0954cff6bdd79965b6\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Investors can go from stock pumping to movie pumping</b></p><p><blockquote><b>1、投资者可以从炒股票到炒电影</b></blockquote></p><p> One thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.</p><p><blockquote>让AMC情绪低落的一件事是美国夏季票房收入令人失望。我们终于在银幕上看到了大片，但上座率仍然不到两年前的一半。随着夏季旺季淡出人们的视线，全国范围内新冠肺炎病例的激增只会让事情变得更糟。</blockquote></p><p> AMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.</p><p><blockquote>AMC首席执行官亚当·阿伦(Adam Aron)采取了一项明智的举措，直接吸引了其基础散户投资者。该公司拥有超过400万个人投资者，推出了Investor Connect，如果股东注册营销信件和财务更新的邮件列表，就可以免费获得一桶爆米花来激励他们。</blockquote></p><p> Retail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.</p><p><blockquote>散户纷纷在网上激荡，纷纷加入“AMC大军”，自称“猿”作为荣誉徽章。问题是，他们已经转向在线留言板、YouTube和抖音，用视频来增加股票所有权，而不是看电影的体验。</blockquote></p><p> Just 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.</p><p><blockquote>上周末，全国只有2%的人在影院看过电影，当然，在AMC影院上映的电影还不到2%。你可能会认为，有影响力的人会试图通过推广去当地的AMC多厅影院来创造自己的运气，而不是制作宣扬阴谋论的帖子和视频。影院独家上映的稀有电影的滔滔不绝的评论在哪里？为什么没有更多的散户股东利用私人屏幕租赁的高利润优惠和高价体验？试图提升企业的感知价值而不是吹捧企业本身是一个错失的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>2. AMC can go shopping</b></p><p><blockquote><b>2、AMC可以去逛街了</b></blockquote></p><p> AMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.</p><p><blockquote>AMC利用其活跃的meme股票地位，以更高的价格发行新股。该参展商的库存数量在过去一年中增加了四倍多。但这并不是股价虚高的公司唯一可用的杠杆。</blockquote></p><p> Smaller publicly traded rivals have&nbsp;fared poorly&nbsp;relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?</p><p><blockquote>相对于AMC，规模较小的上市竞争对手表现不佳。它们的估值倍数都低得多。AMC为什么不去购物？如果它的股票数量将是一张空白支票，并且它正在一个陷入困境的利基市场中苦苦挣扎，为什么它不以AMC美元的价格收购摇摇欲坠的同行呢？为什么它不购买在复苏中表现更好的国际球员？为什么它不利用其溢价股票snap非多厅影院运营商，这些运营商的商业模式更具弹性，部分与电影院行业有关？</blockquote></p><p> As bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot&nbsp;media stock&nbsp;needs to move before it cools off completely.</p><p><blockquote>尽管AMC股东的情况很糟糕，过去九周股价下跌了一半，但情况可能会更糟。该股必须再下跌94%才能回到2021年初的水平，而且根据市值计算，受到的打击会更严重。你必须在阳光明媚的时候生产干草，现在是时候购买将在行业下一个新常态中蓬勃发展的企业了。一度炙手可热的传媒股在彻底降温之前需要有所动作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c4537c87920ef2e9f4eb487ed39323\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>3. Make AMC on Demand a leader</b></p><p><blockquote><b>3.让AMC on Demand成为领导者</b></blockquote></p><p></p><p> AMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a&nbsp;free in-theater beverage&nbsp;if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.</p><p><blockquote>AMC很清楚，在家观看首轮和标志性电影太容易了。它有自己的羽翼未丰的入口——AMC on Demand——为那些发现自己在家看更多电影的居家人士赚钱。上个月采取了一项微妙但精明的举措，即向AMC Stubs忠诚会员伸出援手，如果他们租用AMC on Demand流媒体，则为他们提供免费的影院内饮料。提供一种售价至少为6美元的大型喷泉饮料，以换取价格低至0.99美元的数字购买，这似乎很疯狂，但这一切都是为了让人们对其优质流媒体平台感到满意。</blockquote></p><p> It's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.</p><p><blockquote>很明显，市场对数字交付比在大票房电影院运行放映机更感兴趣。我们已经看到媒体和科技公司凭借其流媒体平台的实力腾飞。如果AMC on Demand被证明是行业领导者，AMC的估值倍数将会扩大。让人们踢轮胎是一个很好的开始，但现在需要提高赌注。它需要利用对工作室的任何影响力来提供AMC独家点播内容。它需要许可你在其他地方找不到的流媒体内容，如果这不可行，那么它需要创建自己的内容。尽管首席执行官Aron今年具有前瞻性思维，但为什么Investor Connect不能作为只能在AMC on Demand上观看的流提供呢？制作一部关于AMC军队的纪录片。见鬼，当你在电影院的时候，就去卖猿吧。股票跌得越低，粉丝群就越不热情。</blockquote></p><p> AMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.</p><p><blockquote>AMC在这里有一个不能浪费的机会。如果AMC无法让散户投资者观看电影，它至少应该让他们出现在其面向家庭的平台上。让他们成为产品大使。不要把东西留给可能永远不会发生的续集。</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>3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</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\">\n3 Ways for AMC Stock to Move Higher Again<blockquote>AMC股票再次走高的3种方法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> Motley Fool</strong><span class=\"h-time small\">2021-08-04 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>AMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.</li>  <li>With just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.</li>  <li>There is a chance to make AMC on Demand a thing right now. The clock is ticking.</li> </ul> It's been a cruel summer for&nbsp;<b>AMC Entertainment Holdings</b>(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.</p><p><blockquote><ul><li>AMC股票自6月初以来遭受重创，但它仍然是今年最大的赢家之一。抵押品中有机会。</li><li>由于周末全国只有2%的人去看电影，AMC投资者是时候提升体验而不是所有权了。</li><li>现在有机会让AMC on Demand成为一件事。时间不多了。</li></ul>这是一个残酷的夏天<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）投资者。该国领先的多路复用运营商仍然是今年表现最好的运营商之一，但过去几周过得很艰难。自两个月前见顶以来，该股价值已下跌一半以上。</blockquote></p><p> Where do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.</p><p><blockquote>我们该何去何从？让我们回顾一下一些可能让AMC股票再次朝着正确方向发展的事情。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7160f1454df5d0954cff6bdd79965b6\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Investors can go from stock pumping to movie pumping</b></p><p><blockquote><b>1、投资者可以从炒股票到炒电影</b></blockquote></p><p> One thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.</p><p><blockquote>让AMC情绪低落的一件事是美国夏季票房收入令人失望。我们终于在银幕上看到了大片，但上座率仍然不到两年前的一半。随着夏季旺季淡出人们的视线，全国范围内新冠肺炎病例的激增只会让事情变得更糟。</blockquote></p><p> AMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.</p><p><blockquote>AMC首席执行官亚当·阿伦(Adam Aron)采取了一项明智的举措，直接吸引了其基础散户投资者。该公司拥有超过400万个人投资者，推出了Investor Connect，如果股东注册营销信件和财务更新的邮件列表，就可以免费获得一桶爆米花来激励他们。</blockquote></p><p> Retail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.</p><p><blockquote>散户纷纷在网上激荡，纷纷加入“AMC大军”，自称“猿”作为荣誉徽章。问题是，他们已经转向在线留言板、YouTube和抖音，用视频来增加股票所有权，而不是看电影的体验。</blockquote></p><p> Just 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.</p><p><blockquote>上周末，全国只有2%的人在影院看过电影，当然，在AMC影院上映的电影还不到2%。你可能会认为，有影响力的人会试图通过推广去当地的AMC多厅影院来创造自己的运气，而不是制作宣扬阴谋论的帖子和视频。影院独家上映的稀有电影的滔滔不绝的评论在哪里？为什么没有更多的散户股东利用私人屏幕租赁的高利润优惠和高价体验？试图提升企业的感知价值而不是吹捧企业本身是一个错失的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>2. AMC can go shopping</b></p><p><blockquote><b>2、AMC可以去逛街了</b></blockquote></p><p> AMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.</p><p><blockquote>AMC利用其活跃的meme股票地位，以更高的价格发行新股。该参展商的库存数量在过去一年中增加了四倍多。但这并不是股价虚高的公司唯一可用的杠杆。</blockquote></p><p> Smaller publicly traded rivals have&nbsp;fared poorly&nbsp;relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?</p><p><blockquote>相对于AMC，规模较小的上市竞争对手表现不佳。它们的估值倍数都低得多。AMC为什么不去购物？如果它的股票数量将是一张空白支票，并且它正在一个陷入困境的利基市场中苦苦挣扎，为什么它不以AMC美元的价格收购摇摇欲坠的同行呢？为什么它不购买在复苏中表现更好的国际球员？为什么它不利用其溢价股票snap非多厅影院运营商，这些运营商的商业模式更具弹性，部分与电影院行业有关？</blockquote></p><p> As bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot&nbsp;media stock&nbsp;needs to move before it cools off completely.</p><p><blockquote>尽管AMC股东的情况很糟糕，过去九周股价下跌了一半，但情况可能会更糟。该股必须再下跌94%才能回到2021年初的水平，而且根据市值计算，受到的打击会更严重。你必须在阳光明媚的时候生产干草，现在是时候购买将在行业下一个新常态中蓬勃发展的企业了。一度炙手可热的传媒股在彻底降温之前需要有所动作。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c4537c87920ef2e9f4eb487ed39323\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>3. Make AMC on Demand a leader</b></p><p><blockquote><b>3.让AMC on Demand成为领导者</b></blockquote></p><p></p><p> AMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a&nbsp;free in-theater beverage&nbsp;if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.</p><p><blockquote>AMC很清楚，在家观看首轮和标志性电影太容易了。它有自己的羽翼未丰的入口——AMC on Demand——为那些发现自己在家看更多电影的居家人士赚钱。上个月采取了一项微妙但精明的举措，即向AMC Stubs忠诚会员伸出援手，如果他们租用AMC on Demand流媒体，则为他们提供免费的影院内饮料。提供一种售价至少为6美元的大型喷泉饮料，以换取价格低至0.99美元的数字购买，这似乎很疯狂，但这一切都是为了让人们对其优质流媒体平台感到满意。</blockquote></p><p> It's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.</p><p><blockquote>很明显，市场对数字交付比在大票房电影院运行放映机更感兴趣。我们已经看到媒体和科技公司凭借其流媒体平台的实力腾飞。如果AMC on Demand被证明是行业领导者，AMC的估值倍数将会扩大。让人们踢轮胎是一个很好的开始，但现在需要提高赌注。它需要利用对工作室的任何影响力来提供AMC独家点播内容。它需要许可你在其他地方找不到的流媒体内容，如果这不可行，那么它需要创建自己的内容。尽管首席执行官Aron今年具有前瞻性思维，但为什么Investor Connect不能作为只能在AMC on Demand上观看的流提供呢？制作一部关于AMC军队的纪录片。见鬼，当你在电影院的时候，就去卖猿吧。股票跌得越低，粉丝群就越不热情。</blockquote></p><p> AMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.</p><p><blockquote>AMC在这里有一个不能浪费的机会。如果AMC无法让散户投资者观看电影，它至少应该让他们出现在其面向家庭的平台上。让他们成为产品大使。不要把东西留给可能永远不会发生的续集。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/\"> Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184998831","content_text":"Key Points\n\nAMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.\nWith just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.\nThere is a chance to make AMC on Demand a thing right now. The clock is ticking.\n\nIt's been a cruel summer for AMC Entertainment Holdings(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.\nWhere do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.\nIMAGE SOURCE: GETTY IMAGES.\n1. Investors can go from stock pumping to movie pumping\nOne thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.\nAMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.\nRetail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.\nJust 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.\nIMAGE SOURCE: GETTY IMAGES.\n2. AMC can go shopping\nAMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.\nSmaller publicly traded rivals have fared poorly relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?\nAs bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot media stock needs to move before it cools off completely.\nIMAGE SOURCE: GETTY IMAGES.\n3. Make AMC on Demand a leader\nAMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a free in-theater beverage if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.\nIt's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.\nAMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159777186,"gmtCreate":1624982740645,"gmtModify":1633946167438,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"agreed","listText":"agreed","text":"agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159777186","repostId":"2147558864","repostType":2,"repost":{"id":"2147558864","kind":"highlight","pubTimestamp":1625035341,"share":"https://www.laohu8.com/m/news/2147558864?lang=zh_CN&edition=full","pubTime":"2021-06-30 14:42","market":"hk","language":"en","title":"Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2147558864","media":"MarketWatch","summary":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\n","content":"<p>Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.</p><p><blockquote>大众汽车、通用汽车和其他三家汽车制造商跻身瑞士银行瑞银最喜欢的电动汽车股票之列。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c016bc1ae9557413b5f6cc887e878cfe\" tg-width=\"1260\" tg-height=\"797\" referrerpolicy=\"no-referrer\"><span>Tesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.</span></p><p><blockquote><p class=\"t-img-caption\"><span>瑞银表示，由首席执行官Elon Musk领导的特斯拉仍然是电动汽车领域无可争议的领导者，但在多个方面面临越来越大的压力。</span></p></blockquote></p><p> Tesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.</p><p><blockquote>瑞银周二表示，特斯拉仍然是电动汽车领域的全球领导者，但在中国面临越来越大的压力，其他汽车制造商为热衷于利用这一增长趋势的投资者提供了更好的机会。</blockquote></p><p> Analysts at the Swiss bank <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> cut their price target on Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.</p><p><blockquote>瑞士银行分析师<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>下调特斯拉的目标价<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>股价上涨10%，从730美元上涨至660美元，原因是中国的压力，以及特斯拉自动驾驶产品和Model Y在欧洲推出的延迟。</blockquote></p><p> \"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.</p><p><blockquote>“我们短期内的主要担忧是特斯拉在中国的需求势头正在放缓，我们的实地检查表明，国产品牌的纯电动汽车与特斯拉相比正在取得进一步的进展，这可能会引发特斯拉采取额外的定价行动，从而降低毛利率，”分析师Patrick Hummel表示。</blockquote></p><p> \"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.</p><p><blockquote>胡梅尔补充道：“竞争对手推出的电动汽车具有高续航里程、充电性能和有吸引力的性价比，可能会继续影响市场愿意赋予特斯拉长期增长的价值。”</blockquote></p><p> In China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, BYD , and XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, which all show strong positive momentum, UBS said.</p><p><blockquote>在中国，由Elon Musk领导的电动汽车先驱公司面临着来自蔚来等国内制造商的激烈竞争<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>、比亚迪、小鹏汽车<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>瑞银表示，所有这些都显示出强劲的积极势头。</blockquote></p><p> Now that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.</p><p><blockquote>既然大多数主要汽车制造商都决定全力发展电动汽车，新产品线的雄心勃勃的目标是全球最大的汽车公司中反复出现的主题，瑞银指出了四个可能推动汽车股表现优异的因素。</blockquote></p><p> They are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.</p><p><blockquote>它们是：强劲的电动汽车销售曲线、结晶的投资组合价值、出色的区域和细分市场敞口以及转嫁大宗商品价格上涨的能力。</blockquote></p><p> Using these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.</p><p><blockquote>利用这些因素，瑞银的分析师发现，欧洲电动汽车领导者、特斯拉最激烈的竞争对手大众XE：VOW（#phrase-company？ref=company%7CXE%3AVOW；onlineSignificance=prominent）得分最高。</blockquote></p><p> UBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.</p><p><blockquote>瑞银将通用汽车股票的目标价（评级为买入）从75美元上调至79美元，大众汽车的目标价为300欧元（357美元）。通用汽车股票目前交易价格约为59美元，而大众汽车股票交易价格超过216欧元，这意味着两家公司都可以为投资者提供有吸引力的回报。</blockquote></p><p> South Korea's Hyundai is another company that could emerge as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto <a href=\"https://laohu8.com/S/LI\">$(LI)$</a> rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, which it rates neutral, to $16 from $13.</p><p><blockquote>韩国现代汽车是另一家可能成为<a href=\"https://laohu8.com/S/AONE\">一</a>瑞银表示，随着市场意识到其资产价值，这是最好的重新评级故事之一。法国雷诺和中国理想汽车<a href=\"https://laohu8.com/S/LI\">$(LI)$</a>完成了瑞银最受青睐的五只电动汽车股票的名单。该行还上调了福特的目标价<a href=\"https://laohu8.com/S/F\">$(F)$</a>评级为中性，从13美元上调至16美元。</blockquote></p><p> The team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.</p><p><blockquote>瑞银的团队在最新的电动汽车消费者调查后仔细审视了行业格局，涉及全球最大电动汽车市场的11,000多名参与者。结果显示，“电动汽车的大规模采用是一个不可阻挡的趋势，并且势头迅速加速，”该团队总结道，43%的消费者可能会考虑购买全电动汽车，高于一年前的37%。</blockquote></p><p> For the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.</p><p><blockquote>瑞银表示，全电动汽车首次超过插电式混合动力汽车，美国消费者对电动汽车的热情增长最快。调查结束后，瑞银将2021年中国电动汽车销量预测从190万辆上调至250万辆，预计到2025年电动汽车将占全球汽车市场的20%，到2030年将占50%。</blockquote></p><p> Tesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.</p><p><blockquote>特斯拉仍然是瑞银账面上“无可争议的领导者”。胡梅尔表示，最近的消费者调查“对特斯拉来说全面稳健”，尽管“未来几个季度的势头可能更有利于拥有更繁忙发布渠道的竞争对手。”总之：特斯拉的领先优势正在缩小，投资者最好寻找其他高增长股票的机会。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla is under pressure from Nio, but these are the best EV investments right now, analysts 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.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 is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-30 14:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.</p><p><blockquote>大众汽车、通用汽车和其他三家汽车制造商跻身瑞士银行瑞银最喜欢的电动汽车股票之列。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c016bc1ae9557413b5f6cc887e878cfe\" tg-width=\"1260\" tg-height=\"797\" referrerpolicy=\"no-referrer\"><span>Tesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.</span></p><p><blockquote><p class=\"t-img-caption\"><span>瑞银表示，由首席执行官Elon Musk领导的特斯拉仍然是电动汽车领域无可争议的领导者，但在多个方面面临越来越大的压力。</span></p></blockquote></p><p> Tesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.</p><p><blockquote>瑞银周二表示，特斯拉仍然是电动汽车领域的全球领导者，但在中国面临越来越大的压力，其他汽车制造商为热衷于利用这一增长趋势的投资者提供了更好的机会。</blockquote></p><p> Analysts at the Swiss bank <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> cut their price target on Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.</p><p><blockquote>瑞士银行分析师<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>下调特斯拉的目标价<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>股价上涨10%，从730美元上涨至660美元，原因是中国的压力，以及特斯拉自动驾驶产品和Model Y在欧洲推出的延迟。</blockquote></p><p> \"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.</p><p><blockquote>“我们短期内的主要担忧是特斯拉在中国的需求势头正在放缓，我们的实地检查表明，国产品牌的纯电动汽车与特斯拉相比正在取得进一步的进展，这可能会引发特斯拉采取额外的定价行动，从而降低毛利率，”分析师Patrick Hummel表示。</blockquote></p><p> \"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.</p><p><blockquote>胡梅尔补充道：“竞争对手推出的电动汽车具有高续航里程、充电性能和有吸引力的性价比，可能会继续影响市场愿意赋予特斯拉长期增长的价值。”</blockquote></p><p> In China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, BYD , and XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, which all show strong positive momentum, UBS said.</p><p><blockquote>在中国，由Elon Musk领导的电动汽车先驱公司面临着来自蔚来等国内制造商的激烈竞争<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>、比亚迪、小鹏汽车<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>瑞银表示，所有这些都显示出强劲的积极势头。</blockquote></p><p> Now that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.</p><p><blockquote>既然大多数主要汽车制造商都决定全力发展电动汽车，新产品线的雄心勃勃的目标是全球最大的汽车公司中反复出现的主题，瑞银指出了四个可能推动汽车股表现优异的因素。</blockquote></p><p> They are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.</p><p><blockquote>它们是：强劲的电动汽车销售曲线、结晶的投资组合价值、出色的区域和细分市场敞口以及转嫁大宗商品价格上涨的能力。</blockquote></p><p> Using these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.</p><p><blockquote>利用这些因素，瑞银的分析师发现，欧洲电动汽车领导者、特斯拉最激烈的竞争对手大众XE：VOW（#phrase-company？ref=company%7CXE%3AVOW；onlineSignificance=prominent）得分最高。</blockquote></p><p> UBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.</p><p><blockquote>瑞银将通用汽车股票的目标价（评级为买入）从75美元上调至79美元，大众汽车的目标价为300欧元（357美元）。通用汽车股票目前交易价格约为59美元，而大众汽车股票交易价格超过216欧元，这意味着两家公司都可以为投资者提供有吸引力的回报。</blockquote></p><p> South Korea's Hyundai is another company that could emerge as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto <a href=\"https://laohu8.com/S/LI\">$(LI)$</a> rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, which it rates neutral, to $16 from $13.</p><p><blockquote>韩国现代汽车是另一家可能成为<a href=\"https://laohu8.com/S/AONE\">一</a>瑞银表示，随着市场意识到其资产价值，这是最好的重新评级故事之一。法国雷诺和中国理想汽车<a href=\"https://laohu8.com/S/LI\">$(LI)$</a>完成了瑞银最受青睐的五只电动汽车股票的名单。该行还上调了福特的目标价<a href=\"https://laohu8.com/S/F\">$(F)$</a>评级为中性，从13美元上调至16美元。</blockquote></p><p> The team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.</p><p><blockquote>瑞银的团队在最新的电动汽车消费者调查后仔细审视了行业格局，涉及全球最大电动汽车市场的11,000多名参与者。结果显示，“电动汽车的大规模采用是一个不可阻挡的趋势，并且势头迅速加速，”该团队总结道，43%的消费者可能会考虑购买全电动汽车，高于一年前的37%。</blockquote></p><p> For the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.</p><p><blockquote>瑞银表示，全电动汽车首次超过插电式混合动力汽车，美国消费者对电动汽车的热情增长最快。调查结束后，瑞银将2021年中国电动汽车销量预测从190万辆上调至250万辆，预计到2025年电动汽车将占全球汽车市场的20%，到2030年将占50%。</blockquote></p><p> Tesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.</p><p><blockquote>特斯拉仍然是瑞银账面上“无可争议的领导者”。胡梅尔表示，最近的消费者调查“对特斯拉来说全面稳健”，尽管“未来几个季度的势头可能更有利于拥有更繁忙发布渠道的竞争对手。”总之：特斯拉的领先优势正在缩小，投资者最好寻找其他高增长股票的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车","002594":"比亚迪","F":"福特汽车","GM":"通用汽车","HYMLY":"Hyundai Motor Co., Ltd.","01211":"比亚迪股份","USB":"美国合众银行"},"source_url":"https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147558864","content_text":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\nTesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.\nTesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.\nAnalysts at the Swiss bank $(UBS)$ cut their price target on Tesla $(TSLA)$ stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.\n\"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.\n\"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.\nIn China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO $(NIO)$, BYD , and XPeng $(XPEV)$, which all show strong positive momentum, UBS said.\nNow that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.\nThey are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.\nUsing these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.\nUBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.\nSouth Korea's Hyundai is another company that could emerge as one of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto $(LI)$ rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford $(F)$, which it rates neutral, to $16 from $13.\nThe team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.\nFor the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.\nTesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.","news_type":1,"symbols_score_info":{"F":0.9,"01211":0.9,"XPEV":0.9,"HYMLY":0.9,"USB":0.9,"LI":0.9,"002594":0.9,"NIO":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160971722,"gmtCreate":1623770897966,"gmtModify":1634028520601,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>🥰","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>🥰","text":"$Sundial Growers Inc.(SNDL)$🥰","images":[{"img":"https://static.tigerbbs.com/e5bb443f9b89b3ceaad8d8d17679585b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/160971722","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804771738,"gmtCreate":1627984462724,"gmtModify":1633754654078,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"too bad let go liao","listText":"too bad let go liao","text":"too bad let go liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804771738","repostId":"1183916574","repostType":4,"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176596304,"gmtCreate":1626905411408,"gmtModify":1633770007768,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"will still up?","listText":"will still up?","text":"will still up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176596304","repostId":"1109551881","repostType":4,"repost":{"id":"1109551881","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626878219,"share":"https://www.laohu8.com/m/news/1109551881?lang=zh_CN&edition=full","pubTime":"2021-07-21 22:36","market":"us","language":"en","title":"AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109551881","media":"Benzinga","summary":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening s","content":"<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday&nbsp;amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>由于人们对重新开放股票的兴趣恢复，(NYSE：AMC)周二上涨24.47%。该公司周一晚间还宣布，已达成协议，将于8月份以AMC品牌重新开放洛杉矶地区的Grove剧院和Americana at Brand剧院。这两家剧院以前由太平洋剧院租赁，是洛杉矶票房最高的两家剧院。</blockquote></p><p> Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p><p><blockquote>尽管AMC目前不是r/WallStreetBets上的热门股票，但它仍然是周二被提及次数第十多的股票。subreddit通常针对具有不寻常特征的股票，例如奇怪的所有权水平和高空头利息。然而，AMC的基本统计数据在过去几个月中一直在改善，该公司4.4874亿股流通股中，有7548万股被卖空；这比5月份的1.023亿有所下降。</blockquote></p><p> Despite short interest decreasing, AMC is still volatile and able to make big swings.</p><p><blockquote>尽管空头兴趣下降，AMC仍然不稳定，并且能够大幅波动。</blockquote></p><p> <b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC&nbsp;put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p><p><blockquote><b>AMC图表：</b>周一，在大盘大熊市期间，AMC触底31.15美元，并成功打印出看涨锤子烛台，表明周二价格将上涨。AMC随后在周二打印了看涨的Marubozu烛台。这根Marubozu蜡烛的上部灯芯非常小，表明AMC在盘中交易的每个价格水平都有买家。</blockquote></p><p> AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p><p><blockquote>AMC于7月1日进入下跌趋势，并创下一系列较低的高点和较低的低点，直到周二价格收于43.08美元，高于37.73美元的较低高点，这表明看涨趋势发生了变化。多头不希望该股跌破31.15美元以确认趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC&nbsp;was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p><p><blockquote>AMC能够重新获得8日指数移动平均线(EMA)作为支撑，但拒绝并远离21日EMA。多头希望看到AMC在短期内重新获得该水平的支撑。AMC的交易价格远高于200日简单移动平均线，表明该股的整体情绪仍然看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p><p><blockquote>多头希望看到持续的看涨成交量推动AMC突破21日均线并升至47.91美元区域。如果它能够重新获得该水平作为支撑，它可能会上涨至52.97美元。</blockquote></p><p> Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p><p><blockquote>空头希望看到AMC的股票继续拒绝21日均线，并下跌并失去8日均线的支撑，该支撑位与39.71美元的支撑位一致。如果该股跌破该水平，可能会跌至31.81美元大关。</blockquote></p><p> <b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p><p><blockquote><b>AMC价格走势：</b>截至发稿时，AMC院线股价上涨4.2%，至44.78美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</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\">\nAMC Smokes Shorts Again: What's Next?<blockquote>AMC再次抽短裤：下一步是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-21 22:36</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday&nbsp;amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>由于人们对重新开放股票的兴趣恢复，(NYSE：AMC)周二上涨24.47%。该公司周一晚间还宣布，已达成协议，将于8月份以AMC品牌重新开放洛杉矶地区的Grove剧院和Americana at Brand剧院。这两家剧院以前由太平洋剧院租赁，是洛杉矶票房最高的两家剧院。</blockquote></p><p> Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p><p><blockquote>尽管AMC目前不是r/WallStreetBets上的热门股票，但它仍然是周二被提及次数第十多的股票。subreddit通常针对具有不寻常特征的股票，例如奇怪的所有权水平和高空头利息。然而，AMC的基本统计数据在过去几个月中一直在改善，该公司4.4874亿股流通股中，有7548万股被卖空；这比5月份的1.023亿有所下降。</blockquote></p><p> Despite short interest decreasing, AMC is still volatile and able to make big swings.</p><p><blockquote>尽管空头兴趣下降，AMC仍然不稳定，并且能够大幅波动。</blockquote></p><p> <b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC&nbsp;put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p><p><blockquote><b>AMC图表：</b>周一，在大盘大熊市期间，AMC触底31.15美元，并成功打印出看涨锤子烛台，表明周二价格将上涨。AMC随后在周二打印了看涨的Marubozu烛台。这根Marubozu蜡烛的上部灯芯非常小，表明AMC在盘中交易的每个价格水平都有买家。</blockquote></p><p> AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p><p><blockquote>AMC于7月1日进入下跌趋势，并创下一系列较低的高点和较低的低点，直到周二价格收于43.08美元，高于37.73美元的较低高点，这表明看涨趋势发生了变化。多头不希望该股跌破31.15美元以确认趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC&nbsp;was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p><p><blockquote>AMC能够重新获得8日指数移动平均线(EMA)作为支撑，但拒绝并远离21日EMA。多头希望看到AMC在短期内重新获得该水平的支撑。AMC的交易价格远高于200日简单移动平均线，表明该股的整体情绪仍然看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p><p><blockquote>多头希望看到持续的看涨成交量推动AMC突破21日均线并升至47.91美元区域。如果它能够重新获得该水平作为支撑，它可能会上涨至52.97美元。</blockquote></p><p> Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p><p><blockquote>空头希望看到AMC的股票继续拒绝21日均线，并下跌并失去8日均线的支撑，该支撑位与39.71美元的支撑位一致。如果该股跌破该水平，可能会跌至31.81美元大关。</blockquote></p><p> <b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p><p><blockquote><b>AMC价格走势：</b>截至发稿时，AMC院线股价上涨4.2%，至44.78美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109551881","content_text":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.\nAlthough presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.\nDespite short interest decreasing, AMC is still volatile and able to make big swings.\nThe AMC Chart:On Monday, during a big bear day in the general markets, AMC put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.\nAMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.\nAMC was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.\nBulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.\nBears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.\nAMC Price Action:Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173826335,"gmtCreate":1626653797927,"gmtModify":1633925279382,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173826335","repostId":"2152687768","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129984708,"gmtCreate":1624351754904,"gmtModify":1634007398326,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"still 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buy now?","listText":"shld buy now?","text":"shld buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172457513","repostId":"1175825882","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176595655,"gmtCreate":1626905646177,"gmtModify":1633770005688,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","text":"$DiDi Global Inc.(DIDI)$up up n like me thk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176595655","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168378838,"gmtCreate":1623955766124,"gmtModify":1634025276303,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"trust yourself&nbsp;","listText":"trust yourself&nbsp;","text":"trust yourself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168378838","repostId":"2144056746","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161900308,"gmtCreate":1623898665804,"gmtModify":1631885239170,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>keep up n up&nbsp;","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>keep up n up&nbsp;","text":"$Torchlight Energy Resources(TRCH)$keep up n up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161900308","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163605882,"gmtCreate":1623880438046,"gmtModify":1634026671826,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>up up up for tmr&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>up up up for tmr&nbsp;","text":"$Sundial Growers Inc.(SNDL)$up up up for tmr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163605882","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177666066,"gmtCreate":1627211729055,"gmtModify":1633767139064,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"fly to the sun?","listText":"fly to the sun?","text":"fly to the sun?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177666066","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173380173,"gmtCreate":1626616675692,"gmtModify":1633925478410,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"51011906","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173380173","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}