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Pierroye
2021-08-28
Is it the time? Comment n like pls
Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>
Pierroye
2021-08-11
Good to know... what do you think..
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Pierroye
2021-08-05
Yay... like and comment what you think..
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Pierroye
2021-08-04
What to do?
EV stocks tumbled in morning trading<blockquote>电动汽车股票早盘交易中暴跌</blockquote>
Pierroye
2021-07-25
Great to know.like and comment
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>
Pierroye
2021-07-22
What do you think??
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Pierroye
2021-07-20
Pls like and commenr
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Pierroye
2021-07-12
Good to know
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Pierroye
2021-07-06
Great to read..like and comment please
Nio Expected To Gross 5% More EV Deliveries In 2021 Than Previous Forecast, Says CICC<blockquote>中金公司表示,蔚来预计 2021 年电动汽车交付量将比之前的预测增加 5%</blockquote>
Pierroye
2021-06-29
Good.to.read. like and comment please
Bed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</blockquote>
Pierroye
2021-06-28
Wow.one of it really rising .. like and comment.
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Pierroye
2021-06-28
Great article.
@小虎AV: 【一分钟带你看老虎7周年上海场OpenDay】一起来看摄影师都捕捉到了哪些精彩瞬间!还有我们最帅气/美丽的虎友们~
$老虎证券(TIGR)$
Pierroye
2021-06-22
$BioNTech SE(BNTX)$
to the moon !!!
Pierroye
2021-06-22
Good analysis , like and comment
Here's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</blockquote>
Pierroye
2021-06-18
Great. Like and comment pls
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Pierroye
2021-06-17
Impressive.. like and comment
TikTok Owner ByteDance’s Annual Revenue Jumps to $34.3 Billion<blockquote>TikTok 所有者字节跳动年收入跃升至 343 亿美元</blockquote>
Pierroye
2021-06-16
Good to read. Like and comment, please
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Pierroye
2021-06-15
Comment please
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Pierroye
2021-06-14
Great
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Pierroye
2021-06-14
Like and comment please
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
去老虎APP查看更多动态
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","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Is it the time? Comment n like pls","listText":"Is it the time? Comment n like pls","text":"Is it the time? Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813130544","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohunote.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨,苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或那些希望转向基于iOS的产品的用户)应该期待他们的口袋更深。据 DigiTimes 报道,由于零部件通胀,苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息,对苹果股票投资者来说可能是好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max型号的价格可能高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%,这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么价格上涨也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响,其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响,这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。由于移动部件众多,因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨,苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或那些希望转向基于iOS的产品的用户)应该期待他们的口袋更深。据 DigiTimes 报道,由于零部件通胀,苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息,对苹果股票投资者来说可能是好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max型号的价格可能高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%,这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么价格上涨也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响,其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响,这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。由于移动部件众多,因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895097468,"gmtCreate":1628693043254,"gmtModify":1631891346812,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good to know... what do you think..","listText":"Good to know... what do you think..","text":"Good to know... what do you think..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895097468","repostId":"2158808282","repostType":4,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899143480,"gmtCreate":1628171077640,"gmtModify":1631891346826,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Yay... like and comment what you think..","listText":"Yay... like and comment what you think..","text":"Yay... like and comment what you think..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899143480","repostId":"2157439561","repostType":4,"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807124203,"gmtCreate":1628008949802,"gmtModify":1631891346844,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"What to do? ","listText":"What to do? ","text":"What to do?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807124203","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999893,"share":"https://www.laohunote.com/m/news/1181392592?lang=zh_CN&edition=full","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading<blockquote>电动汽车股票早盘交易中暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p><p><blockquote>(8月3日)特斯拉下跌0.22%,蔚来下跌3.45%,李下跌近5%,小鹏下跌2.67%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks tumbled in morning trading<blockquote>电动汽车股票早盘交易中暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nEV stocks tumbled in morning trading<blockquote>电动汽车股票早盘交易中暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 22:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p><p><blockquote>(8月3日)特斯拉下跌0.22%,蔚来下跌3.45%,李下跌近5%,小鹏下跌2.67%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177126889,"gmtCreate":1627188416941,"gmtModify":1631891346851,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Great to know.like and comment","listText":"Great to know.like and comment","text":"Great to know.like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177126889","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172245960,"gmtCreate":1626964028450,"gmtModify":1631891346866,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"What do you think??","listText":"What do you think??","text":"What do you think??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172245960","repostId":"2153678131","repostType":4,"isVote":1,"tweetType":1,"viewCount":3511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178155036,"gmtCreate":1626793468925,"gmtModify":1631891346876,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Pls like and commenr","listText":"Pls like and commenr","text":"Pls like and commenr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178155036","repostId":"2152405667","repostType":4,"isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146792289,"gmtCreate":1626098691541,"gmtModify":1631891346894,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146792289","repostId":"1167324972","repostType":4,"isVote":1,"tweetType":1,"viewCount":3460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157642091,"gmtCreate":1625581561413,"gmtModify":1631891346911,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Great to read..like and comment please","listText":"Great to read..like and comment please","text":"Great to read..like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157642091","repostId":"1107037757","repostType":4,"repost":{"id":"1107037757","kind":"news","pubTimestamp":1625564660,"share":"https://www.laohunote.com/m/news/1107037757?lang=zh_CN&edition=full","pubTime":"2021-07-06 17:44","market":"us","language":"en","title":"Nio Expected To Gross 5% More EV Deliveries In 2021 Than Previous Forecast, Says CICC<blockquote>中金公司表示,蔚来预计 2021 年电动汽车交付量将比之前的预测增加 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107037757","media":"Benzinga","summary":"China International Capital Corporation Limited has updated its forecast for Nio Inc, saying it expects the Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its previous estimate, as per a cnEVpostreport.What Happened:The China-based investment bank estimates Nio’s production and sales to remain strong in the second half of the year.Nio delivered 21,896 units in the second quarter,near the upper end of the company's 21,000- to 22,000-unit delivery guidance, in line with ","content":"<p><div> China International Capital Corporation Limited has updated its forecast for Nio Inc(NYSE:NIO), saying it expects the Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its ...</p><p><blockquote><div>中国国际金融有限公司更新了对蔚来(纽约证券交易所股票代码:NIO)的预测,称预计这家中国电动汽车制造商2021年将售出98,000辆汽车,比预期增长5%。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Expected To Gross 5% More EV Deliveries In 2021 Than Previous Forecast, Says CICC<blockquote>中金公司表示,蔚来预计 2021 年电动汽车交付量将比之前的预测增加 5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 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Deliveries In 2021 Than Previous Forecast, Says CICC<blockquote>中金公司表示,蔚来预计 2021 年电动汽车交付量将比之前的预测增加 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-06 17:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> China International Capital Corporation Limited has updated its forecast for Nio Inc(NYSE:NIO), saying it expects the Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its ...</p><p><blockquote><div>中国国际金融有限公司更新了对蔚来(纽约证券交易所股票代码:NIO)的预测,称预计这家中国电动汽车制造商2021年将售出98,000辆汽车,比预期增长5%。</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/21850578/nio-expected-to-gross-5-more-ev-deliveries-in-2021-than-previous-forecast-says-cicc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107037757","content_text":"China International Capital Corporation Limited has updated its forecast for Nio Inc(NYSE:NIO), saying it expects the Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its previous estimate, as per a cnEVpostreport.\nWhat Happened:The China-based investment bank estimates Nio’s production and sales to remain strong in the second half of the year.\nNio delivered 21,896 units in the second quarter,near the upper end of the company's 21,000- to 22,000-unit delivery guidance, in line with market expectations.\nThe investment bank also raised the sales volume forecast for rival Li Auto(NASDAQ:LI) to 90,000 units, an increase of 12.5%.\nLi Auto’s second-quarter deliveriessoared 166% to 17,575 vehicles compared with a year ago.\nPrice Action:Nio shares closed 0.98% lower at $50.40 on Friday, while Li Auto stock closed 5.8% lower at $32.67.","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159728190,"gmtCreate":1624981072510,"gmtModify":1631891346918,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good.to.read. like and comment please","listText":"Good.to.read. like and comment please","text":"Good.to.read. like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159728190","repostId":"1172874030","repostType":4,"repost":{"id":"1172874030","kind":"news","pubTimestamp":1624879330,"share":"https://www.laohunote.com/m/news/1172874030?lang=zh_CN&edition=full","pubTime":"2021-06-28 19:22","market":"us","language":"en","title":"Bed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172874030","media":"Barrons","summary":"After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right","content":"<p>After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right in time for the retailer’s latest earnings report.</p><p><blockquote>在经历了一个月的备忘录股票过山车般的疯狂之后,Bed Bath & Beyond 的股价已经稳定下来,正好赶上该零售商最新的财报发布。</blockquote></p><p> Bed Bath & Beyond (ticker: BBBY) is set to report fiscal first-quarter earnings results before the market opens on Wednesday. The Wall Street consensus estimate for the quarter has adjusted earnings at nine cents per share and sales at $1.87 billion, according to FactSet. Analysts forecast same-store sales growth of 76% year-over-year.</p><p><blockquote>Bed Bath & Beyond(股票代码:BBBY)将在周三开盘前公布第一财季盈利结果。FactSet 的数据显示,华尔街对本季度的普遍预期调整为每股收益 9 美分,销售额为 18.7 亿美元。分析师预测同店销售额同比增长 76%。</blockquote></p><p> Wedbush Securities analyst Seth Basham thinks sales will meet expectations, but he’ll be looking for updates on how the company’s market share is holding up. He notes that Bed Bath is facing a relatively easy comparison from last year’s pandemic-impacted period. That will change in quarters to come, as the company will lap periods that saw in uptick in at-home spending.</p><p><blockquote>Wedbush Securities 分析师 Seth Basham 认为销售额将达到预期,但他将关注公司市场份额的最新情况。他指出,与去年受大流行病影响的时期相比,Bed Bath 面临着相对容易的比较。这种情况将在未来几个季度发生变化,因为该公司将度过家庭支出上升的时期。</blockquote></p><p> Bed Bath shares were caught in a broader resurgence for meme stocks at the start of June, but have since settled down. That led BofA Global Research analyst Curtis Nagle to bring back a Buy rating for the stock last week. Nagle dropped his rating after shares spiked 62% on June 2 on little news aside from chatter on social media. That’s a hallmark of meme stocks, which are generally highly shorted companies targeted by retail investors on Reddit.</p><p><blockquote>六月初,Bed Bath 股票陷入了 meme 股票的更广泛复苏,但此后已稳定下来。这导致美国银行全球研究分析师柯蒂斯·内格尔上周恢复了该股的买入评级。6 月 2 日,除了社交媒体上的喋喋不休之外,股价飙升 62%,随后内格尔下调了评级。这是备忘录股票的一个特点,备忘录股票通常是 Reddit 上散户投资者高度卖空的目标公司。</blockquote></p><p> “Since then, [Bed Bath & Beyond] shares are now trading much closer to levels pre-surge, and non-fundamentals drivers such as number of mentions on retail investor online message boards, trading volumes, and short interest have moderated,” Nagle wrote.</p><p><blockquote>“内格尔写道:”从那时起,[Bed Bath & Beyond] 的股价现在已更接近飙升前的水平,散户投资者在线留言板上的提及次数、交易量和空头兴趣等非基本面驱动因素也有所放缓。</blockquote></p><p> Nagle also brought back a $38 price objective. He expects the company to hit earnings before interest, taxes, depreciation, and amortization, or Ebitda, of between $850 million and $1 billion by 2023.</p><p><blockquote>Nagle 还带回了 38 美元的价格目标。他预计到 2023 年,该公司的息税折旧摊销前利润 (Ebitda) 将达到 8.5 亿美元至 10 亿美元。</blockquote></p><p> Bed Bath’s meme stock status has somewhat obscured efforts by CEO Mark Tritton to turn the company around. Nagle notes that the company’s balance sheet is in a strong place, with about $1.35 billion in cash and negative net debt of $200 million.</p><p><blockquote>Bed Bath 的备忘录股票地位在一定程度上掩盖了首席执行官马克-特里顿(Mark Tritton)扭转公司颓势的努力。Nagle 指出,该公司的资产负债表状况良好,现金约为 13.5 亿美元,净债务为 2 亿美元。</blockquote></p><p> He also argues the company is heading into its largest new product rollout in history, as the company rolls out new private label brands. Tritton told <i>Barron’s</i> earlier this year such efforts would play a role in the retailer’s turnaround.</p><p><blockquote>他还认为,随着该公司推出新的自有品牌,该公司正在迎来历史上最大规模的新产品推出。特里顿告诉<i>巴伦</i>今年早些时候,这些努力将在零售商的扭亏为盈中发挥作用。</blockquote></p><p> Nagle also points to store closures at underperforming locations and reopening tailwinds from back to school and wedding registry shoppers that should benefit the retailer.</p><p><blockquote>内格尔还指出,表现不佳的商店关闭,以及返校和婚礼登记处购物者的重新开业,这应该会使零售商受益。</blockquote></p><p> Of course, investors will need to be wary of social media and short seller activity. June wasn’t the first time the stock was caught in meme stock volatility. Bed Bath saw shares surge in January along with GameStop(GME) and AMC Entertainment Holdings(AMC).</p><p><blockquote>当然,投资者需要警惕社交媒体和卖空者活动。6 月份并不是该股第一次陷入备忘录股波动。Bed Bath 的股价在 1 月份与游戏驿站 (GME) 和AMC院线控股公司 (AMC) 一起飙升。</blockquote></p><p> Analysts are mixed on the company’s prospects. Of the 21 analysts covering Bed Bath stock, two have Buy ratings, 13 have Neutral ratings, while six have Sell or equivalent ratings, according to FactSet. Their mean price target is $26.43, implying 12.1% downside from recent levels.</p><p><blockquote>分析师对该公司的前景褒贬不一。根据 FactSet 的数据,在研究 Bed Bath 股票的 21 位分析师中,两位给予买入评级,13 位给予中性评级,6 位给予卖出或同等评级。他们的平均目标价为 26.43 美元,这意味着较近期水平下跌 12.1%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</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\">\nBed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-28 19:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right in time for the retailer’s latest earnings report.</p><p><blockquote>在经历了一个月的备忘录股票过山车般的疯狂之后,Bed Bath & Beyond 的股价已经稳定下来,正好赶上该零售商最新的财报发布。</blockquote></p><p> Bed Bath & Beyond (ticker: BBBY) is set to report fiscal first-quarter earnings results before the market opens on Wednesday. The Wall Street consensus estimate for the quarter has adjusted earnings at nine cents per share and sales at $1.87 billion, according to FactSet. Analysts forecast same-store sales growth of 76% year-over-year.</p><p><blockquote>Bed Bath & Beyond(股票代码:BBBY)将在周三开盘前公布第一财季盈利结果。FactSet 的数据显示,华尔街对本季度的普遍预期调整为每股收益 9 美分,销售额为 18.7 亿美元。分析师预测同店销售额同比增长 76%。</blockquote></p><p> Wedbush Securities analyst Seth Basham thinks sales will meet expectations, but he’ll be looking for updates on how the company’s market share is holding up. He notes that Bed Bath is facing a relatively easy comparison from last year’s pandemic-impacted period. That will change in quarters to come, as the company will lap periods that saw in uptick in at-home spending.</p><p><blockquote>Wedbush Securities 分析师 Seth Basham 认为销售额将达到预期,但他将关注公司市场份额的最新情况。他指出,与去年受大流行病影响的时期相比,Bed Bath 面临着相对容易的比较。这种情况将在未来几个季度发生变化,因为该公司将度过家庭支出上升的时期。</blockquote></p><p> Bed Bath shares were caught in a broader resurgence for meme stocks at the start of June, but have since settled down. That led BofA Global Research analyst Curtis Nagle to bring back a Buy rating for the stock last week. Nagle dropped his rating after shares spiked 62% on June 2 on little news aside from chatter on social media. That’s a hallmark of meme stocks, which are generally highly shorted companies targeted by retail investors on Reddit.</p><p><blockquote>六月初,Bed Bath 股票陷入了 meme 股票的更广泛复苏,但此后已稳定下来。这导致美国银行全球研究分析师柯蒂斯·内格尔上周恢复了该股的买入评级。6 月 2 日,除了社交媒体上的喋喋不休之外,股价飙升 62%,随后内格尔下调了评级。这是备忘录股票的一个特点,备忘录股票通常是 Reddit 上散户投资者高度卖空的目标公司。</blockquote></p><p> “Since then, [Bed Bath & Beyond] shares are now trading much closer to levels pre-surge, and non-fundamentals drivers such as number of mentions on retail investor online message boards, trading volumes, and short interest have moderated,” Nagle wrote.</p><p><blockquote>“内格尔写道:”从那时起,[Bed Bath & Beyond] 的股价现在已更接近飙升前的水平,散户投资者在线留言板上的提及次数、交易量和空头兴趣等非基本面驱动因素也有所放缓。</blockquote></p><p> Nagle also brought back a $38 price objective. He expects the company to hit earnings before interest, taxes, depreciation, and amortization, or Ebitda, of between $850 million and $1 billion by 2023.</p><p><blockquote>Nagle 还带回了 38 美元的价格目标。他预计到 2023 年,该公司的息税折旧摊销前利润 (Ebitda) 将达到 8.5 亿美元至 10 亿美元。</blockquote></p><p> Bed Bath’s meme stock status has somewhat obscured efforts by CEO Mark Tritton to turn the company around. Nagle notes that the company’s balance sheet is in a strong place, with about $1.35 billion in cash and negative net debt of $200 million.</p><p><blockquote>Bed Bath 的备忘录股票地位在一定程度上掩盖了首席执行官马克-特里顿(Mark Tritton)扭转公司颓势的努力。Nagle 指出,该公司的资产负债表状况良好,现金约为 13.5 亿美元,净债务为 2 亿美元。</blockquote></p><p> He also argues the company is heading into its largest new product rollout in history, as the company rolls out new private label brands. Tritton told <i>Barron’s</i> earlier this year such efforts would play a role in the retailer’s turnaround.</p><p><blockquote>他还认为,随着该公司推出新的自有品牌,该公司正在迎来历史上最大规模的新产品推出。特里顿告诉<i>巴伦</i>今年早些时候,这些努力将在零售商的扭亏为盈中发挥作用。</blockquote></p><p> Nagle also points to store closures at underperforming locations and reopening tailwinds from back to school and wedding registry shoppers that should benefit the retailer.</p><p><blockquote>内格尔还指出,表现不佳的商店关闭,以及返校和婚礼登记处购物者的重新开业,这应该会使零售商受益。</blockquote></p><p> Of course, investors will need to be wary of social media and short seller activity. June wasn’t the first time the stock was caught in meme stock volatility. Bed Bath saw shares surge in January along with GameStop(GME) and AMC Entertainment Holdings(AMC).</p><p><blockquote>当然,投资者需要警惕社交媒体和卖空者活动。6 月份并不是该股第一次陷入备忘录股波动。Bed Bath 的股价在 1 月份与游戏驿站 (GME) 和AMC院线控股公司 (AMC) 一起飙升。</blockquote></p><p> Analysts are mixed on the company’s prospects. Of the 21 analysts covering Bed Bath stock, two have Buy ratings, 13 have Neutral ratings, while six have Sell or equivalent ratings, according to FactSet. Their mean price target is $26.43, implying 12.1% downside from recent levels.</p><p><blockquote>分析师对该公司的前景褒贬不一。根据 FactSet 的数据,在研究 Bed Bath 股票的 21 位分析师中,两位给予买入评级,13 位给予中性评级,6 位给予卖出或同等评级。他们的平均目标价为 26.43 美元,这意味着较近期水平下跌 12.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/bed-bath-beyond-reports-earnings-on-wednesday-look-beyond-the-meme-stock-spotlight-51624654711?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc."},"source_url":"https://www.barrons.com/articles/bed-bath-beyond-reports-earnings-on-wednesday-look-beyond-the-meme-stock-spotlight-51624654711?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172874030","content_text":"After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right in time for the retailer’s latest earnings report.\nBed Bath & Beyond (ticker: BBBY) is set to report fiscal first-quarter earnings results before the market opens on Wednesday. The Wall Street consensus estimate for the quarter has adjusted earnings at nine cents per share and sales at $1.87 billion, according to FactSet. Analysts forecast same-store sales growth of 76% year-over-year.\nWedbush Securities analyst Seth Basham thinks sales will meet expectations, but he’ll be looking for updates on how the company’s market share is holding up. He notes that Bed Bath is facing a relatively easy comparison from last year’s pandemic-impacted period. That will change in quarters to come, as the company will lap periods that saw in uptick in at-home spending.\nBed Bath shares were caught in a broader resurgence for meme stocks at the start of June, but have since settled down. That led BofA Global Research analyst Curtis Nagle to bring back a Buy rating for the stock last week. Nagle dropped his rating after shares spiked 62% on June 2 on little news aside from chatter on social media. That’s a hallmark of meme stocks, which are generally highly shorted companies targeted by retail investors on Reddit.\n“Since then, [Bed Bath & Beyond] shares are now trading much closer to levels pre-surge, and non-fundamentals drivers such as number of mentions on retail investor online message boards, trading volumes, and short interest have moderated,” Nagle wrote.\nNagle also brought back a $38 price objective. He expects the company to hit earnings before interest, taxes, depreciation, and amortization, or Ebitda, of between $850 million and $1 billion by 2023.\nBed Bath’s meme stock status has somewhat obscured efforts by CEO Mark Tritton to turn the company around. Nagle notes that the company’s balance sheet is in a strong place, with about $1.35 billion in cash and negative net debt of $200 million.\nHe also argues the company is heading into its largest new product rollout in history, as the company rolls out new private label brands. Tritton told Barron’s earlier this year such efforts would play a role in the retailer’s turnaround.\nNagle also points to store closures at underperforming locations and reopening tailwinds from back to school and wedding registry shoppers that should benefit the retailer.\nOf course, investors will need to be wary of social media and short seller activity. June wasn’t the first time the stock was caught in meme stock volatility. Bed Bath saw shares surge in January along with GameStop(GME) and AMC Entertainment Holdings(AMC).\nAnalysts are mixed on the company’s prospects. Of the 21 analysts covering Bed Bath stock, two have Buy ratings, 13 have Neutral ratings, while six have Sell or equivalent ratings, according to FactSet. Their mean price target is $26.43, implying 12.1% downside from recent levels.","news_type":1,"symbols_score_info":{"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586198471249922","authorId":"3586198471249922","name":"EmmaS","avatar":"https://static.tigerbbs.com/41fa8b7739afa8f029d077d18c6201ab","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3586198471249922","idStr":"3586198471249922"},"content":"done. Like and comment pls","text":"done. Like and comment pls","html":"done. Like and comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150876761,"gmtCreate":1624894359053,"gmtModify":1633947317235,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Wow.one of it really rising .. like and comment.","listText":"Wow.one of it really rising .. like and comment.","text":"Wow.one of it really rising .. like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150876761","repostId":"2146002845","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150962243,"gmtCreate":1624883308182,"gmtModify":1633947569622,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Great article. ","listText":"Great article. ","text":"Great article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150962243","repostId":"150917061","repostType":1,"repost":{"id":150917061,"gmtCreate":1624881997249,"gmtModify":1624881997249,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"","htmlText":"\n \n \n 【一分钟带你看老虎7周年上海场OpenDay】一起来看摄影师都捕捉到了哪些精彩瞬间!还有我们最帅气/美丽的虎友们~ <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>\n \n","listText":"【一分钟带你看老虎7周年上海场OpenDay】一起来看摄影师都捕捉到了哪些精彩瞬间!还有我们最帅气/美丽的虎友们~ <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"【一分钟带你看老虎7周年上海场OpenDay】一起来看摄影师都捕捉到了哪些精彩瞬间!还有我们最帅气/美丽的虎友们~ $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/e9ad2a5df2e61fbb8343c34b6da06dcc","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150917061","isVote":1,"tweetType":2,"object":{"id":"dac7e3fba82d4a1192afbb60b9436b7c","tweetId":"150917061","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/6a151b8a3701925920047838458/NVuSBFuyKxgA.mp4","poster":"https://static.tigerbbs.com/e9ad2a5df2e61fbb8343c34b6da06dcc"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129612956,"gmtCreate":1624370784675,"gmtModify":1631883899712,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>to the moon !!!","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>to the moon !!!","text":"$BioNTech SE(BNTX)$to the moon !!!","images":[{"img":"https://static.tigerbbs.com/3108a2ec94ffe934c9dfba402ae06dee","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129612956","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129108675,"gmtCreate":1624362915697,"gmtModify":1634007283833,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good analysis , like and comment","listText":"Good analysis , like and comment","text":"Good analysis , like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/129108675","repostId":"1169318799","repostType":4,"repost":{"id":"1169318799","kind":"news","pubTimestamp":1624349018,"share":"https://www.laohunote.com/m/news/1169318799?lang=zh_CN&edition=full","pubTime":"2021-06-22 16:03","market":"us","language":"en","title":"Here's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169318799","media":"Motley Fool","summary":"The exploration and production company will pay a special dividend to its investors ahead of its upc","content":"<p> The exploration and production company will pay a special dividend to its investors ahead of its upcoming merger. Torchlight Energy rose over 8% in premarket trading.</p><p><blockquote>这家勘探和生产公司将在即将进行的合并之前向投资者支付特别股息。Torchlight Energy 在盘前交易中上涨超过 8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2dcb00868155922f136b4fda7e08b626\" tg-width=\"667\" tg-height=\"500\"></p><p><blockquote></blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of <b>Torchlight Energy Resources</b> (NASDAQ:TRCH)soared 58% on Monday after the oil and gas driller extended the closing date of its merger with advanced materials manufacturer<b>Metamaterial</b>.</p><p><blockquote>股份<b>火炬能源资源</b>(纳斯达克股票代码:TRCH)周一飙升 58%,此前这家石油和天然气钻探商延长了与先进材料制造商合并的截止日期<b>超材料</b>.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Torchlight and Metamaterial agreed to push back the transaction date to June 30. This will give Torchlight enough time to pay its shareholders the special dividend it announced on June 14.</p><p><blockquote>Torchlight 和 Metamaterial 同意将交易日期推迟至 6 月 30 日。这将使 Torchlight 有足够的时间向股东支付 6 月 14 日宣布的特别股息。</blockquote></p><p> orchlight'scommonstockholders who own shares at the close of the June 24 record date will receive one share of Series A preferred stock for every share of common stock they own. The preferred stock will entitle investors to a portion of the proceeds the combined company receives from the planned sale of its oil and gas assets.</p><p><blockquote>在 6 月 24 日记录日结束时持有股票的 orchlight 普通股持有人将每持有一股普通股获得一股 A 系列优先股。优先股将使投资者有权获得合并后公司从计划出售其石油和天然气资产中获得的部分收益。</blockquote></p><p> Torchlight intends to pay the special dividend on June 25.</p><p><blockquote>Torchlight 打算于 6 月 25 日支付特别股息。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Torchlight has garnered attention from traders on Reddit and other social media platforms. Some of these traders are hoping to ignite a short squeeze by driving up the stock's price and forcing short-sellers to exit their positions. Their goal is to cause so much pain for short-sellers that they rush to buy back the shares they shorted, which could help accelerate the steep rise in the stock's price.</p><p><blockquote>Torchlight 在 Reddit 和其他社交媒体平台上引起了交易者的关注。其中一些交易者希望通过推高股价并迫使卖空者平仓来引发空头挤压。他们的目标是给卖空者带来如此多的痛苦,以至于他们急于回购他们做空的股票,这可能有助于加速股价的急剧上涨。</blockquote></p><p> Still, although short squeezes can create sharp upward moves, they also tend to be short-lived. And when a squeeze ends, investors who bought late in the rally can often suffer sizable losses.</p><p><blockquote>尽管如此,尽管空头挤压可以创造急剧的上涨,但它们也往往是短暂的。当挤压结束时,在反弹后期买入的投资者往往会遭受重大损失。</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>Here's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</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\">\nHere's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</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\">2021-06-22 16:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p> The exploration and production company will pay a special dividend to its investors ahead of its upcoming merger. Torchlight Energy rose over 8% in premarket trading.</p><p><blockquote>这家勘探和生产公司将在即将进行的合并之前向投资者支付特别股息。Torchlight Energy 在盘前交易中上涨超过 8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2dcb00868155922f136b4fda7e08b626\" tg-width=\"667\" tg-height=\"500\"></p><p><blockquote></blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of <b>Torchlight Energy Resources</b> (NASDAQ:TRCH)soared 58% on Monday after the oil and gas driller extended the closing date of its merger with advanced materials manufacturer<b>Metamaterial</b>.</p><p><blockquote>股份<b>火炬能源资源</b>(纳斯达克股票代码:TRCH)周一飙升 58%,此前这家石油和天然气钻探商延长了与先进材料制造商合并的截止日期<b>超材料</b>.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Torchlight and Metamaterial agreed to push back the transaction date to June 30. This will give Torchlight enough time to pay its shareholders the special dividend it announced on June 14.</p><p><blockquote>Torchlight 和 Metamaterial 同意将交易日期推迟至 6 月 30 日。这将使 Torchlight 有足够的时间向股东支付 6 月 14 日宣布的特别股息。</blockquote></p><p> orchlight'scommonstockholders who own shares at the close of the June 24 record date will receive one share of Series A preferred stock for every share of common stock they own. The preferred stock will entitle investors to a portion of the proceeds the combined company receives from the planned sale of its oil and gas assets.</p><p><blockquote>在 6 月 24 日记录日结束时持有股票的 orchlight 普通股持有人将每持有一股普通股获得一股 A 系列优先股。优先股将使投资者有权获得合并后公司从计划出售其石油和天然气资产中获得的部分收益。</blockquote></p><p> Torchlight intends to pay the special dividend on June 25.</p><p><blockquote>Torchlight 打算于 6 月 25 日支付特别股息。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Torchlight has garnered attention from traders on Reddit and other social media platforms. Some of these traders are hoping to ignite a short squeeze by driving up the stock's price and forcing short-sellers to exit their positions. Their goal is to cause so much pain for short-sellers that they rush to buy back the shares they shorted, which could help accelerate the steep rise in the stock's price.</p><p><blockquote>Torchlight 在 Reddit 和其他社交媒体平台上引起了交易者的关注。其中一些交易者希望通过推高股价并迫使卖空者平仓来引发空头挤压。他们的目标是给卖空者带来如此多的痛苦,以至于他们急于回购他们做空的股票,这可能有助于加速股价的急剧上涨。</blockquote></p><p> Still, although short squeezes can create sharp upward moves, they also tend to be short-lived. And when a squeeze ends, investors who bought late in the rally can often suffer sizable losses.</p><p><blockquote>尽管如此,尽管空头挤压可以创造急剧的上涨,但它们也往往是短暂的。当挤压结束时,在反弹后期买入的投资者往往会遭受重大损失。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/06/21/heres-why-torchlight-energy-resources-stock-skyroc/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">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":{"MMAT":"Meta Materials Inc."},"source_url":"https://www.fool.com/investing/2021/06/21/heres-why-torchlight-energy-resources-stock-skyroc/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169318799","content_text":"The exploration and production company will pay a special dividend to its investors ahead of its upcoming merger.\n\nTorchlight Energy rose over 8% in premarket trading.\n\nWhat happened\nShares of Torchlight Energy Resources (NASDAQ:TRCH)soared 58% on Monday after the oil and gas driller extended the closing date of its merger with advanced materials manufacturerMetamaterial.\nSo what\nTorchlight and Metamaterial agreed to push back the transaction date to June 30. This will give Torchlight enough time to pay its shareholders the special dividend it announced on June 14.\norchlight'scommonstockholders who own shares at the close of the June 24 record date will receive one share of Series A preferred stock for every share of common stock they own. The preferred stock will entitle investors to a portion of the proceeds the combined company receives from the planned sale of its oil and gas assets.\nTorchlight intends to pay the special dividend on June 25.\nNow what\nTorchlight has garnered attention from traders on Reddit and other social media platforms. Some of these traders are hoping to ignite a short squeeze by driving up the stock's price and forcing short-sellers to exit their positions. Their goal is to cause so much pain for short-sellers that they rush to buy back the shares they shorted, which could help accelerate the steep rise in the stock's price.\nStill, although short squeezes can create sharp upward moves, they also tend to be short-lived. And when a squeeze ends, investors who bought late in the rally can often suffer sizable losses.","news_type":1,"symbols_score_info":{"TRCH":0.9,"MMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166706339,"gmtCreate":1624024281721,"gmtModify":1634023949983,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Great. Like and comment pls","listText":"Great. Like and comment pls","text":"Great. Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166706339","repostId":"1166489816","repostType":4,"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161253229,"gmtCreate":1623930571461,"gmtModify":1634025744257,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Impressive.. like and comment","listText":"Impressive.. like and comment","text":"Impressive.. like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161253229","repostId":"1162768247","repostType":4,"repost":{"id":"1162768247","kind":"news","pubTimestamp":1623911907,"share":"https://www.laohunote.com/m/news/1162768247?lang=zh_CN&edition=full","pubTime":"2021-06-17 14:38","market":"hk","language":"en","title":"TikTok Owner ByteDance’s Annual Revenue Jumps to $34.3 Billion<blockquote>TikTok 所有者字节跳动年收入跃升至 343 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162768247","media":"The Wall Street Journal","summary":"ByteDance’s gross profit rose 93% to $19 billion last year, according to a memo to staff\nByteDance h","content":"<p>ByteDance’s gross profit rose 93% to $19 billion last year, according to a memo to staff</p><p><blockquote>根据给员工的备忘录,字节跳动去年的毛利润增长了 93%,达到 190 亿美元</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13c817a3fe56161425ab51576dd52e5b\" tg-width=\"1260\" tg-height=\"840\"><span>ByteDance had about 1.9 billion monthly active users across all its platforms as of December 2020, according to a company memo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>根据一份公司备忘录,截至 2020 年 12 月,字节跳动所有平台的月活跃用户约为 19 亿。</span></p></blockquote></p><p> ByteDance Ltd., the owner of popular short-video app TikTok, told employees that its revenue last year more than doubled to $34.3 billion, underscoring why the Chinese technology giant is one of the world’s hottest startups.</p><p><blockquote>流行短视频应用 TikTok 的所有者字节跳动有限公司告诉员工,该公司去年的收入翻了一番多,达到 343 亿美元,这凸显了这家中国科技巨头为何是全球最热门的初创公司之一。</blockquote></p><p> The privately held company on Thursday shared highlights of its 2020 financial performance with its employees. ByteDance said its total revenue grew 111% from a year ago, while gross profit rose 93% to $19 billion, according to excerpts of a company memo viewed by The Wall Street Journal.</p><p><blockquote>这家私营公司周四与员工分享了2020年财务业绩的亮点。根据《华尔街日报》看到的一份公司备忘录摘录,字节跳动表示,其总收入同比增长 111%,毛利润增长 93%,达到 190 亿美元。</blockquote></p><p> ByteDance had about 1.9 billion monthly active users across all its platforms as of December 2020, according to the memo. The company also runs viral apps such as Douyin, the domestic Chinese equivalent of TikTok, and a news aggregation app called Jinri Toutiao.</p><p><blockquote>根据备忘录,截至2020年12月,字节跳动所有平台的月活跃用户约为19亿。该公司还运营病毒式应用,如抖音(中国国内相当于抖音的抖音)和一款名为金日头条的新闻聚合应用。</blockquote></p><p> The Beijing-based firm told staffers that it incurred a $2.1 billion operating loss from January to December last year. The loss was partly due to higher expenses incurred from share-based compensation to workers, according to a person familiar with the matter. For 2019, ByteDance had reported an operating profit of $684 million.</p><p><blockquote>这家总部位于北京的公司告诉员工,去年1月至12月,该公司遭受了21亿美元的运营亏损。据一位知情人士透露,亏损的部分原因是向工人支付股份薪酬产生的费用增加。2019年,字节跳动公布的营业利润为6.84亿美元。</blockquote></p><p> Its net loss for 2020 totaled $45 billion, due largely to an accounting adjustment the company made for an increase in the fair value of its convertible redeemable preferred shares. Startups that have raised outside funds often have to take these noncash charges as their valuations rise, if they prepare results in line with International Financial Reporting Standards.</p><p><blockquote>其2020年的净亏损总计450亿美元,主要是由于该公司为增加其可转换可赎回优先股的公允价值而进行的会计调整。筹集了外部资金的初创公司如果按照国际财务报告准则准备业绩,通常不得不随着估值的上升而承担这些非现金费用。</blockquote></p><p> ByteDance, which was started in 2012 by Chinese entrepreneur Zhang Yiming, has raised billions of dollars from global investors including KKR & Co., Sequoia Capital and General Atlantic. The company was valued at $180 billion in late 2020 after a fundraising round that included Fidelity Investments and some of its existing shareholders.</p><p><blockquote>字节跳动由中国企业家张一鸣于2012年创办,已从包括KKR&Co.、红杉资本和通用大西洋在内的全球投资者那里筹集了数十亿美元。经过包括富达投资公司及其一些现有股东在内的一轮融资,该公司在 2020 年底的估值为 1800 亿美元。</blockquote></p><p> ByteDance is considering listing in Hong Kong or New York, according to a person familiar with the matter. The company hasn’t mapped out any timeline for an initial public offering.</p><p><blockquote>据一位知情人士透露,字节跳动正在考虑在香港或纽约上市。该公司尚未为首次公开募股制定任何时间表。</blockquote></p><p> Early this year one of ByteDance’s smaller domestic rivals, short-video app operator Kuaishou Technology,listed in Hong Kong after raising $5.4 billion. Kuaishou’s market capitalization was recently about $103 billion, and the company reported 2020 revenues equivalent to about $9.2 billion.</p><p><blockquote>今年年初,字节跳动在国内规模较小的竞争对手之一、短视频应用运营商快手科技在香港上市,融资 54 亿美元。快手最近的市值约为 1030 亿美元,该公司公布的 2020 年收入约为 92 亿美元。</blockquote></p><p> In China, TikTok is widely viewed as China’s most successful mobile internet export. The wildly popular short-video app has been downloaded more than 240 million times in the U.S., with teenagers and adults alike posting video clips of themselves lip syncing, dancing and even dishing out financial advice.</p><p><blockquote>在中国,TikTok 被广泛认为是中国最成功的移动互联网出口。这款广受欢迎的短视频应用在美国的下载量已超过2.4亿次,青少年和成年人都发布了自己假唱、跳舞甚至提供理财建议的视频剪辑。</blockquote></p><p> ByteDance’s revenues from TikTok come primarily from advertising. The company is also expanding beyond social media into areas such as gaming and e-commerce.</p><p><blockquote>字节跳动从 TikTok 获得的收入主要来自广告。该公司还将社交媒体之外的业务扩展到游戏和电子商务等领域。</blockquote></p><p> While ByteDance didn’t break down its 1.9 billion monthly active users by app, its scale rivals that of Alphabet Inc.’s YouTube, which reiterated in April that it had more than 2 billion users that log into its site to watch videos. At the end of 2019, ByteDance had about 1.5 billion monthly active users.</p><p><blockquote>虽然字节跳动没有按应用程序细分其 19 亿月活跃用户,但其规模可与Alphabet公司旗下的 YouTube 相媲美,后者在 4 月份重申,有超过 20 亿用户登录其网站观看视频。2019年底,字节跳动月活跃用户约15亿。</blockquote></p><p> Last year, ByteDance was caught in the crosshairs of U.S.-China relations when former U.S. President Donald Trump’s administration singled out TikTok as a national-security threat and sought to ban the app. This month, President Biden revoked the ban, instead issuing an executive order mandating a broad review of apps controlled by foreign adversaries.</p><p><blockquote>去年,美国前总统唐纳德-特朗普(Donald Trump)政府将 TikTok 列为国家安全威胁,并试图禁用该应用,字节跳动因此成为美中关系的焦点。本月,拜登总统撤销了禁令,转而发布了一项行政命令,要求对外国对手控制的应用程序进行广泛审查。</blockquote></p><p> At home, ByteDance has also run into some turbulence, as Chinese authorities seek to clamp down on the perceived excesses of its powerful technology sector. ByteDance has been called in by authorities this year for infractions including improper data use and problematic content.</p><p><blockquote>在国内,字节跳动也遇到了一些动荡,因为中国当局试图打击其强大的科技行业的过度行为。字节跳动今年因数据使用不当和内容有问题等违规行为被当局传唤。</blockquote></p><p> Last month, Mr. Zhang stepped down from his role as chief executive officer amid growing government scrutiny of the sector. Following the company’s management change, ByteDance launched a share buyback for employees, according to people familiar with the matter.</p><p><blockquote>上个月,由于政府对该行业的审查日益严格,张先生辞去了首席执行官的职务。据知情人士透露,在公司管理层变动后,字节跳动启动了员工股票回购计划。</blockquote></p><p> In June, two of ByteDance’s apps were included on a list of 129 apps named by the Cyberspace Administration of China for excessive collection of personal information from users. The authority told all the apps to rectify the situation. The move followed a similar order on Douyin the previous month.</p><p><blockquote>今年 6 月,字节跳动的两款应用被中国网信办列入 129 款过度收集用户个人信息的应用名单。当局告诉所有应用程序纠正这种情况。此前一个月,抖音也发布了类似的命令。</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>TikTok Owner ByteDance’s Annual Revenue Jumps to $34.3 Billion<blockquote>TikTok 所有者字节跳动年收入跃升至 343 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTikTok Owner ByteDance’s Annual Revenue Jumps to $34.3 Billion<blockquote>TikTok 所有者字节跳动年收入跃升至 343 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-06-17 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>ByteDance’s gross profit rose 93% to $19 billion last year, according to a memo to staff</p><p><blockquote>根据给员工的备忘录,字节跳动去年的毛利润增长了 93%,达到 190 亿美元</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13c817a3fe56161425ab51576dd52e5b\" tg-width=\"1260\" tg-height=\"840\"><span>ByteDance had about 1.9 billion monthly active users across all its platforms as of December 2020, according to a company memo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>根据一份公司备忘录,截至 2020 年 12 月,字节跳动所有平台的月活跃用户约为 19 亿。</span></p></blockquote></p><p> ByteDance Ltd., the owner of popular short-video app TikTok, told employees that its revenue last year more than doubled to $34.3 billion, underscoring why the Chinese technology giant is one of the world’s hottest startups.</p><p><blockquote>流行短视频应用 TikTok 的所有者字节跳动有限公司告诉员工,该公司去年的收入翻了一番多,达到 343 亿美元,这凸显了这家中国科技巨头为何是全球最热门的初创公司之一。</blockquote></p><p> The privately held company on Thursday shared highlights of its 2020 financial performance with its employees. ByteDance said its total revenue grew 111% from a year ago, while gross profit rose 93% to $19 billion, according to excerpts of a company memo viewed by The Wall Street Journal.</p><p><blockquote>这家私营公司周四与员工分享了2020年财务业绩的亮点。根据《华尔街日报》看到的一份公司备忘录摘录,字节跳动表示,其总收入同比增长 111%,毛利润增长 93%,达到 190 亿美元。</blockquote></p><p> ByteDance had about 1.9 billion monthly active users across all its platforms as of December 2020, according to the memo. The company also runs viral apps such as Douyin, the domestic Chinese equivalent of TikTok, and a news aggregation app called Jinri Toutiao.</p><p><blockquote>根据备忘录,截至2020年12月,字节跳动所有平台的月活跃用户约为19亿。该公司还运营病毒式应用,如抖音(中国国内相当于抖音的抖音)和一款名为金日头条的新闻聚合应用。</blockquote></p><p> The Beijing-based firm told staffers that it incurred a $2.1 billion operating loss from January to December last year. The loss was partly due to higher expenses incurred from share-based compensation to workers, according to a person familiar with the matter. For 2019, ByteDance had reported an operating profit of $684 million.</p><p><blockquote>这家总部位于北京的公司告诉员工,去年1月至12月,该公司遭受了21亿美元的运营亏损。据一位知情人士透露,亏损的部分原因是向工人支付股份薪酬产生的费用增加。2019年,字节跳动公布的营业利润为6.84亿美元。</blockquote></p><p> Its net loss for 2020 totaled $45 billion, due largely to an accounting adjustment the company made for an increase in the fair value of its convertible redeemable preferred shares. Startups that have raised outside funds often have to take these noncash charges as their valuations rise, if they prepare results in line with International Financial Reporting Standards.</p><p><blockquote>其2020年的净亏损总计450亿美元,主要是由于该公司为增加其可转换可赎回优先股的公允价值而进行的会计调整。筹集了外部资金的初创公司如果按照国际财务报告准则准备业绩,通常不得不随着估值的上升而承担这些非现金费用。</blockquote></p><p> ByteDance, which was started in 2012 by Chinese entrepreneur Zhang Yiming, has raised billions of dollars from global investors including KKR & Co., Sequoia Capital and General Atlantic. The company was valued at $180 billion in late 2020 after a fundraising round that included Fidelity Investments and some of its existing shareholders.</p><p><blockquote>字节跳动由中国企业家张一鸣于2012年创办,已从包括KKR&Co.、红杉资本和通用大西洋在内的全球投资者那里筹集了数十亿美元。经过包括富达投资公司及其一些现有股东在内的一轮融资,该公司在 2020 年底的估值为 1800 亿美元。</blockquote></p><p> ByteDance is considering listing in Hong Kong or New York, according to a person familiar with the matter. The company hasn’t mapped out any timeline for an initial public offering.</p><p><blockquote>据一位知情人士透露,字节跳动正在考虑在香港或纽约上市。该公司尚未为首次公开募股制定任何时间表。</blockquote></p><p> Early this year one of ByteDance’s smaller domestic rivals, short-video app operator Kuaishou Technology,listed in Hong Kong after raising $5.4 billion. Kuaishou’s market capitalization was recently about $103 billion, and the company reported 2020 revenues equivalent to about $9.2 billion.</p><p><blockquote>今年年初,字节跳动在国内规模较小的竞争对手之一、短视频应用运营商快手科技在香港上市,融资 54 亿美元。快手最近的市值约为 1030 亿美元,该公司公布的 2020 年收入约为 92 亿美元。</blockquote></p><p> In China, TikTok is widely viewed as China’s most successful mobile internet export. The wildly popular short-video app has been downloaded more than 240 million times in the U.S., with teenagers and adults alike posting video clips of themselves lip syncing, dancing and even dishing out financial advice.</p><p><blockquote>在中国,TikTok 被广泛认为是中国最成功的移动互联网出口。这款广受欢迎的短视频应用在美国的下载量已超过2.4亿次,青少年和成年人都发布了自己假唱、跳舞甚至提供理财建议的视频剪辑。</blockquote></p><p> ByteDance’s revenues from TikTok come primarily from advertising. The company is also expanding beyond social media into areas such as gaming and e-commerce.</p><p><blockquote>字节跳动从 TikTok 获得的收入主要来自广告。该公司还将社交媒体之外的业务扩展到游戏和电子商务等领域。</blockquote></p><p> While ByteDance didn’t break down its 1.9 billion monthly active users by app, its scale rivals that of Alphabet Inc.’s YouTube, which reiterated in April that it had more than 2 billion users that log into its site to watch videos. At the end of 2019, ByteDance had about 1.5 billion monthly active users.</p><p><blockquote>虽然字节跳动没有按应用程序细分其 19 亿月活跃用户,但其规模可与Alphabet公司旗下的 YouTube 相媲美,后者在 4 月份重申,有超过 20 亿用户登录其网站观看视频。2019年底,字节跳动月活跃用户约15亿。</blockquote></p><p> Last year, ByteDance was caught in the crosshairs of U.S.-China relations when former U.S. President Donald Trump’s administration singled out TikTok as a national-security threat and sought to ban the app. This month, President Biden revoked the ban, instead issuing an executive order mandating a broad review of apps controlled by foreign adversaries.</p><p><blockquote>去年,美国前总统唐纳德-特朗普(Donald Trump)政府将 TikTok 列为国家安全威胁,并试图禁用该应用,字节跳动因此成为美中关系的焦点。本月,拜登总统撤销了禁令,转而发布了一项行政命令,要求对外国对手控制的应用程序进行广泛审查。</blockquote></p><p> At home, ByteDance has also run into some turbulence, as Chinese authorities seek to clamp down on the perceived excesses of its powerful technology sector. ByteDance has been called in by authorities this year for infractions including improper data use and problematic content.</p><p><blockquote>在国内,字节跳动也遇到了一些动荡,因为中国当局试图打击其强大的科技行业的过度行为。字节跳动今年因数据使用不当和内容有问题等违规行为被当局传唤。</blockquote></p><p> Last month, Mr. Zhang stepped down from his role as chief executive officer amid growing government scrutiny of the sector. Following the company’s management change, ByteDance launched a share buyback for employees, according to people familiar with the matter.</p><p><blockquote>上个月,由于政府对该行业的审查日益严格,张先生辞去了首席执行官的职务。据知情人士透露,在公司管理层变动后,字节跳动启动了员工股票回购计划。</blockquote></p><p> In June, two of ByteDance’s apps were included on a list of 129 apps named by the Cyberspace Administration of China for excessive collection of personal information from users. The authority told all the apps to rectify the situation. The move followed a similar order on Douyin the previous month.</p><p><blockquote>今年 6 月,字节跳动的两款应用被中国网信办列入 129 款过度收集用户个人信息的应用名单。当局告诉所有应用程序纠正这种情况。此前一个月,抖音也发布了类似的命令。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/tiktok-owner-bytedances-annual-revenue-jumps-to-34-3-billion-11623903622?mod=hp_lista_pos1\">The Wall Street Journal</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":{"01024":"快手-W","00700":"腾讯控股"},"source_url":"https://www.wsj.com/articles/tiktok-owner-bytedances-annual-revenue-jumps-to-34-3-billion-11623903622?mod=hp_lista_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162768247","content_text":"ByteDance’s gross profit rose 93% to $19 billion last year, according to a memo to staff\nByteDance had about 1.9 billion monthly active users across all its platforms as of December 2020, according to a company memo.\nByteDance Ltd., the owner of popular short-video app TikTok, told employees that its revenue last year more than doubled to $34.3 billion, underscoring why the Chinese technology giant is one of the world’s hottest startups.\nThe privately held company on Thursday shared highlights of its 2020 financial performance with its employees. ByteDance said its total revenue grew 111% from a year ago, while gross profit rose 93% to $19 billion, according to excerpts of a company memo viewed by The Wall Street Journal.\nByteDance had about 1.9 billion monthly active users across all its platforms as of December 2020, according to the memo. The company also runs viral apps such as Douyin, the domestic Chinese equivalent of TikTok, and a news aggregation app called Jinri Toutiao.\nThe Beijing-based firm told staffers that it incurred a $2.1 billion operating loss from January to December last year. The loss was partly due to higher expenses incurred from share-based compensation to workers, according to a person familiar with the matter. For 2019, ByteDance had reported an operating profit of $684 million.\nIts net loss for 2020 totaled $45 billion, due largely to an accounting adjustment the company made for an increase in the fair value of its convertible redeemable preferred shares. Startups that have raised outside funds often have to take these noncash charges as their valuations rise, if they prepare results in line with International Financial Reporting Standards.\nByteDance, which was started in 2012 by Chinese entrepreneur Zhang Yiming, has raised billions of dollars from global investors including KKR & Co., Sequoia Capital and General Atlantic. The company was valued at $180 billion in late 2020 after a fundraising round that included Fidelity Investments and some of its existing shareholders.\nByteDance is considering listing in Hong Kong or New York, according to a person familiar with the matter. The company hasn’t mapped out any timeline for an initial public offering.\nEarly this year one of ByteDance’s smaller domestic rivals, short-video app operator Kuaishou Technology,listed in Hong Kong after raising $5.4 billion. Kuaishou’s market capitalization was recently about $103 billion, and the company reported 2020 revenues equivalent to about $9.2 billion.\nIn China, TikTok is widely viewed as China’s most successful mobile internet export. The wildly popular short-video app has been downloaded more than 240 million times in the U.S., with teenagers and adults alike posting video clips of themselves lip syncing, dancing and even dishing out financial advice.\nByteDance’s revenues from TikTok come primarily from advertising. The company is also expanding beyond social media into areas such as gaming and e-commerce.\nWhile ByteDance didn’t break down its 1.9 billion monthly active users by app, its scale rivals that of Alphabet Inc.’s YouTube, which reiterated in April that it had more than 2 billion users that log into its site to watch videos. At the end of 2019, ByteDance had about 1.5 billion monthly active users.\nLast year, ByteDance was caught in the crosshairs of U.S.-China relations when former U.S. President Donald Trump’s administration singled out TikTok as a national-security threat and sought to ban the app. This month, President Biden revoked the ban, instead issuing an executive order mandating a broad review of apps controlled by foreign adversaries.\nAt home, ByteDance has also run into some turbulence, as Chinese authorities seek to clamp down on the perceived excesses of its powerful technology sector. ByteDance has been called in by authorities this year for infractions including improper data use and problematic content.\nLast month, Mr. Zhang stepped down from his role as chief executive officer amid growing government scrutiny of the sector. Following the company’s management change, ByteDance launched a share buyback for employees, according to people familiar with the matter.\nIn June, two of ByteDance’s apps were included on a list of 129 apps named by the Cyberspace Administration of China for excessive collection of personal information from users. The authority told all the apps to rectify the situation. The move followed a similar order on Douyin the previous month.","news_type":1,"symbols_score_info":{"00700":0.9,"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160479059,"gmtCreate":1623805417671,"gmtModify":1634027921487,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good to read. Like and comment, please ","listText":"Good to read. Like and comment, please ","text":"Good to read. Like and comment, please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160479059","repostId":"1179402047","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184412057,"gmtCreate":1623721432879,"gmtModify":1634029593305,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184412057","repostId":"1146208169","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184318854,"gmtCreate":1623684028578,"gmtModify":1634030088524,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184318854","repostId":"1114455344","repostType":4,"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185765334,"gmtCreate":1623674221028,"gmtModify":1634030282209,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185765334","repostId":"1172057691","repostType":4,"repost":{"id":"1172057691","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623672122,"share":"https://www.laohunote.com/m/news/1172057691?lang=zh_CN&edition=full","pubTime":"2021-06-14 20:02","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172057691","media":"Tiger Newspress","summary":"U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a ","content":"<p>U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.</p><p><blockquote>美国股市周一开盘小幅走高,保持在创纪录水平附近,本周将召开备受期待的美联储会议。</blockquote></p><p> At 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.</p><p><blockquote>美国东部时间上午 7 点(格林威治标准时间 1200 点),道琼斯期货合约仅上涨 5 点,涨幅不到 0.1%,标普500期货上涨 3 点,涨幅 0.1%,纳斯达克 100 指数期货上涨 50 点,涨幅 0.3%。</blockquote></p><p> The three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.</p><p><blockquote>三大股指周五小幅收高,其中标普500指数收盘上涨0.2%,创历史新高。蓝筹股道琼斯指数上涨不到 0.1%,而以科技股为主的纳斯达克综合指数收盘上涨 0.4%,这得益于成长型股票的回归。</blockquote></p><p> The Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.</p><p><blockquote>周三结束的美联储为期两天的政策会议可能会限制本周初的活动。预计央行不会立即采取任何行动,但投资者将关注这份声明,看看政策制定者是否会就如何以及何时缩减每月1200亿美元的央行债券购买规模展开讨论。</blockquote></p><p> Crude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.</p><p><blockquote>原油价格周一走高,交易价格接近多年高点,这得益于需求前景改善,因为新冠肺炎疫苗接种的增加推动全球旅行回到接近正常水平。</blockquote></p><p> U.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.</p><p><blockquote>自大流行开始以来,美国每日航空旅客人数首次突破 200 万人次,随着封锁和其他限制的放松,北美和欧洲大部分地区的客流量已恢复到大流行前的水平,尽管英国可能会在周一晚些时候启动。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>Novavax(NVAX)</b> – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.</p><p><blockquote><b>诺瓦瓦克斯(NVAX)</b>– 该制药商表示,其 Covid-19 疫苗在后期试验中被证明总体有效率为 90%,对最主要的病毒变种有效率为 93%。它还提供100%的中度和重度疾病保护。Novavax 股价在盘前交易中飙升 10.4%。</blockquote></p><p> <b>Lordstown Motors(RIDE) </b>– The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.</p><p><blockquote><b>洛兹敦汽车公司(RIDE)</b>– 这家电动卡车制造商宣布首席执行官史蒂夫·伯恩斯 (Steve Burns) 和首席财务官胡里奥·罗德里格斯 (Julio Rodriguez) 辞职,几天前该公司警告称,该公司能否继续经营存在疑问。洛兹敦已经聘请了一家猎头公司来寻找伯恩斯和罗德里格斯的替代者。盘前股价下跌 8%。</blockquote></p><p> <b>Phillips(PHG)</b> – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.</p><p><blockquote><b>菲利普斯(PHG)</b>– 菲利普斯表示,由于潜在毒性风险,将召回多达 400 万台 CPAP 机器,该公司股价在盘前交易中下跌 4.3%。睡眠呼吸暂停治疗装置中使用的泡沫可能会降解并可能变得有毒。荷兰医疗设备公司是CPAP机的最大生产商。</blockquote></p><p> <b>Chipotle Mexican Grill(CMG)</b> – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.</p><p><blockquote><b>墨西哥辣椒烧烤店(CMG)</b>- 雷蒙德-詹姆斯(Raymond James)将这家连锁餐厅的股票评级从 “跑赢大盘 ”上调至 “强力买入 ”,并预测最近菜单价格上涨将推动下半年利润远远超出市场普遍预期。Chipotle 股价在盘前上涨 1.4%。</blockquote></p><p> <b>Ferrari(RACE)</b> – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.</p><p><blockquote><b>法拉利(比赛)</b>- 高盛(Goldman Sachs)将该汽车制造商的股票评级下调了两次,将其评级从 “买入 ”下调至 “卖出 ”,理由是资本支出增加,盈利正面修正的范围有限。法拉利盘前下跌 2.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK)</b> – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.</p><p><blockquote><b>葛兰素史克(GSK)</b>– 该制药商正在与临床阶段生物制药公司 ITEOS Therapeutics (ITOS) 合作开发和商业化 EOS-448,这是一种处于早期开发阶段的单克隆抗体,作为一种可能的癌症治疗方法。iTeos 在盘前飙升 60.4%。</blockquote></p><p> <b>AstraZeneca(AZN) </b>– The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.</p><p><blockquote><b>阿斯利康(AZN)</b>- 据欧洲药品管理局 Covid-19 工作组负责人称,该制药商的 Covid-19 疫苗对所有年龄组,尤其是 60 岁及以上的人群都具有良好的风险/回报特性。马尔科·卡瓦莱里说,他在一家意大利报纸上引用的关于60岁以上的人不应该接种疫苗的说法没有被正确解读。</blockquote></p><p> <b>Royal Dutch Shell(RDS.A)</b> – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.</p><p><blockquote><b>荷兰皇家壳牌 (RDS.A)</b>– 据接受路透社采访的知情人士透露,这家能源巨头正在考虑出售德克萨斯州的页岩资产。这样的一个可能价值超过100亿美元。股价在盘前交易中上涨 2%。</blockquote></p><p> <b>Oatly(OTLY) </b>– The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.</p><p><blockquote><b>奥特利</b>– 这家燕麦奶制造商收到了少数几家投资公司的初步评级褒贬不一。Oatly 获得了 “执行”(奥本海默)、“跑赢大盘”(瑞士信贷)、“同等权重”(摩根士丹利)、“跑赢大盘”(派珀桑德勒)、“买入”(杰富瑞、古根海姆)、“中性”(摩根大通)和 “行业表现”(加拿大皇家银行资本)的评级。所有人都同意 Oatly 的增长前景,但一些公司认为这些前景已经计入了该股的价格。</blockquote></p><p> <b>Qualcomm(QCOM)</b> – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.</p><p><blockquote><b>高通(QCOM)</b>– 据《每日电讯报》援引首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 的话说,如果英国芯片制造商 Arm 被英伟达 (NVDA) 收购的 400 亿美元交易被监管机构阻止,高通准备投资英国芯片制造商 Arm。</blockquote></p><p> <b>Equinix(EQIX)</b> – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.</p><p><blockquote><b>Equinix(EQIX)</b>- Equinix 与新加坡主权财富基金达成协议,成立更多合资企业,以扩大其在新加坡的数据中心业务。该交易将使该基金额外投资 39 亿美元,使总投资额超过 69 亿美元。</blockquote></p><p></p><p> <b>NextGen Acquisition(NGAC) </b>– The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.</p><p><blockquote><b>下一代收购(NGAC)</b>- 据天空新闻报道,这家特殊目的收购公司正在就理查德-布兰森爵士的维珍轨道公司上市进行谈判。天空电视台表示,维珍轨道公司估值约30亿美元的交易可能会在未来几周内宣布。NextGen 股价在盘前上涨 1.9%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-14 20:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.</p><p><blockquote>美国股市周一开盘小幅走高,保持在创纪录水平附近,本周将召开备受期待的美联储会议。</blockquote></p><p> At 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.</p><p><blockquote>美国东部时间上午 7 点(格林威治标准时间 1200 点),道琼斯期货合约仅上涨 5 点,涨幅不到 0.1%,标普500期货上涨 3 点,涨幅 0.1%,纳斯达克 100 指数期货上涨 50 点,涨幅 0.3%。</blockquote></p><p> The three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.</p><p><blockquote>三大股指周五小幅收高,其中标普500指数收盘上涨0.2%,创历史新高。蓝筹股道琼斯指数上涨不到 0.1%,而以科技股为主的纳斯达克综合指数收盘上涨 0.4%,这得益于成长型股票的回归。</blockquote></p><p> The Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.</p><p><blockquote>周三结束的美联储为期两天的政策会议可能会限制本周初的活动。预计央行不会立即采取任何行动,但投资者将关注这份声明,看看政策制定者是否会就如何以及何时缩减每月1200亿美元的央行债券购买规模展开讨论。</blockquote></p><p> Crude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.</p><p><blockquote>原油价格周一走高,交易价格接近多年高点,这得益于需求前景改善,因为新冠肺炎疫苗接种的增加推动全球旅行回到接近正常水平。</blockquote></p><p> U.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.</p><p><blockquote>自大流行开始以来,美国每日航空旅客人数首次突破 200 万人次,随着封锁和其他限制的放松,北美和欧洲大部分地区的客流量已恢复到大流行前的水平,尽管英国可能会在周一晚些时候启动。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>Novavax(NVAX)</b> – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.</p><p><blockquote><b>诺瓦瓦克斯(NVAX)</b>– 该制药商表示,其 Covid-19 疫苗在后期试验中被证明总体有效率为 90%,对最主要的病毒变种有效率为 93%。它还提供100%的中度和重度疾病保护。Novavax 股价在盘前交易中飙升 10.4%。</blockquote></p><p> <b>Lordstown Motors(RIDE) </b>– The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.</p><p><blockquote><b>洛兹敦汽车公司(RIDE)</b>– 这家电动卡车制造商宣布首席执行官史蒂夫·伯恩斯 (Steve Burns) 和首席财务官胡里奥·罗德里格斯 (Julio Rodriguez) 辞职,几天前该公司警告称,该公司能否继续经营存在疑问。洛兹敦已经聘请了一家猎头公司来寻找伯恩斯和罗德里格斯的替代者。盘前股价下跌 8%。</blockquote></p><p> <b>Phillips(PHG)</b> – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.</p><p><blockquote><b>菲利普斯(PHG)</b>– 菲利普斯表示,由于潜在毒性风险,将召回多达 400 万台 CPAP 机器,该公司股价在盘前交易中下跌 4.3%。睡眠呼吸暂停治疗装置中使用的泡沫可能会降解并可能变得有毒。荷兰医疗设备公司是CPAP机的最大生产商。</blockquote></p><p> <b>Chipotle Mexican Grill(CMG)</b> – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.</p><p><blockquote><b>墨西哥辣椒烧烤店(CMG)</b>- 雷蒙德-詹姆斯(Raymond James)将这家连锁餐厅的股票评级从 “跑赢大盘 ”上调至 “强力买入 ”,并预测最近菜单价格上涨将推动下半年利润远远超出市场普遍预期。Chipotle 股价在盘前上涨 1.4%。</blockquote></p><p> <b>Ferrari(RACE)</b> – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.</p><p><blockquote><b>法拉利(比赛)</b>- 高盛(Goldman Sachs)将该汽车制造商的股票评级下调了两次,将其评级从 “买入 ”下调至 “卖出 ”,理由是资本支出增加,盈利正面修正的范围有限。法拉利盘前下跌 2.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK)</b> – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.</p><p><blockquote><b>葛兰素史克(GSK)</b>– 该制药商正在与临床阶段生物制药公司 ITEOS Therapeutics (ITOS) 合作开发和商业化 EOS-448,这是一种处于早期开发阶段的单克隆抗体,作为一种可能的癌症治疗方法。iTeos 在盘前飙升 60.4%。</blockquote></p><p> <b>AstraZeneca(AZN) </b>– The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.</p><p><blockquote><b>阿斯利康(AZN)</b>- 据欧洲药品管理局 Covid-19 工作组负责人称,该制药商的 Covid-19 疫苗对所有年龄组,尤其是 60 岁及以上的人群都具有良好的风险/回报特性。马尔科·卡瓦莱里说,他在一家意大利报纸上引用的关于60岁以上的人不应该接种疫苗的说法没有被正确解读。</blockquote></p><p> <b>Royal Dutch Shell(RDS.A)</b> – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.</p><p><blockquote><b>荷兰皇家壳牌 (RDS.A)</b>– 据接受路透社采访的知情人士透露,这家能源巨头正在考虑出售德克萨斯州的页岩资产。这样的一个可能价值超过100亿美元。股价在盘前交易中上涨 2%。</blockquote></p><p> <b>Oatly(OTLY) </b>– The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.</p><p><blockquote><b>奥特利</b>– 这家燕麦奶制造商收到了少数几家投资公司的初步评级褒贬不一。Oatly 获得了 “执行”(奥本海默)、“跑赢大盘”(瑞士信贷)、“同等权重”(摩根士丹利)、“跑赢大盘”(派珀桑德勒)、“买入”(杰富瑞、古根海姆)、“中性”(摩根大通)和 “行业表现”(加拿大皇家银行资本)的评级。所有人都同意 Oatly 的增长前景,但一些公司认为这些前景已经计入了该股的价格。</blockquote></p><p> <b>Qualcomm(QCOM)</b> – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.</p><p><blockquote><b>高通(QCOM)</b>– 据《每日电讯报》援引首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 的话说,如果英国芯片制造商 Arm 被英伟达 (NVDA) 收购的 400 亿美元交易被监管机构阻止,高通准备投资英国芯片制造商 Arm。</blockquote></p><p> <b>Equinix(EQIX)</b> – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.</p><p><blockquote><b>Equinix(EQIX)</b>- Equinix 与新加坡主权财富基金达成协议,成立更多合资企业,以扩大其在新加坡的数据中心业务。该交易将使该基金额外投资 39 亿美元,使总投资额超过 69 亿美元。</blockquote></p><p></p><p> <b>NextGen Acquisition(NGAC) </b>– The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.</p><p><blockquote><b>下一代收购(NGAC)</b>- 据天空新闻报道,这家特殊目的收购公司正在就理查德-布兰森爵士的维珍轨道公司上市进行谈判。天空电视台表示,维珍轨道公司估值约30亿美元的交易可能会在未来几周内宣布。NextGen 股价在盘前上涨 1.9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","GSK":"葛兰素史克","CMG":"墨式烧烤","NVAX":"诺瓦瓦克斯医药","OTLY":"Oatly Group AB","PHG":"飞利浦","RDS.A":"荷兰皇家壳牌石油A类股","QCOM":"高通","RACE":"法拉利","EQIX":"易昆尼克斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172057691","content_text":"U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.\nAt 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.\nThe three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.\nThe Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.\nCrude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.\nU.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.\nStocks making the biggest moves in the premarket:\nNovavax(NVAX) – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.\nLordstown Motors(RIDE) – The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.\nPhillips(PHG) – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.\nChipotle Mexican Grill(CMG) – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.\nFerrari(RACE) – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.\nGlaxoSmithKline(GSK) – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.\nAstraZeneca(AZN) – The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.\nRoyal Dutch Shell(RDS.A) – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.\nOatly(OTLY) – The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.\nQualcomm(QCOM) – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.\nEquinix(EQIX) – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.\nNextGen Acquisition(NGAC) – The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.","news_type":1,"symbols_score_info":{"AZN":0.9,"GSK":0.9,"NGAC":0.9,"NVAX":0.9,"PHG":0.9,"RACE":0.9,"RDS.A":0.9,"EQIX":0.9,"CMG":0.9,"RIDE":0.9,"OTLY":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":895097468,"gmtCreate":1628693043254,"gmtModify":1631891346812,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good to know... what do you think..","listText":"Good to know... what do you think..","text":"Good to know... what do you think..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895097468","repostId":"2158808282","repostType":4,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177126889,"gmtCreate":1627188416941,"gmtModify":1631891346851,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Great to know.like and comment","listText":"Great to know.like and comment","text":"Great to know.like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177126889","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗?这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li> <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li> <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何,蔚来独特的卖点,以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择,相对于特斯拉的估值,它似乎并不算太贵。</li><li>然而,蔚来并不是一只低风险股票,它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来(蔚来)是中国领先的电动汽车企业之一,通过有吸引力的品牌和独特的BaaS产品,吸引了消费者和投资者的极大兴趣。然而,如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场,特斯拉还是一家小公司时也是如此,但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨,但如果蔚来能够复制特斯拉的成功,这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年,两家公司都受益于人们对电动汽车日益增长的兴趣,这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合,蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%,而特斯拉同期上涨了 101%。然而,这两家公司目前的股价均低于历史高点,该高点在 2021 年初触及,之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价,我们发现特斯拉的交易价格几乎完全符合共识,而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的,那么蔚来在这里是一个更好的投资,因为预计特斯拉的股价明年不会大幅上涨,而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗?</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处,但也有不同之处。因此,人们可以说,在某些方面,这两者是相似的,但在其他方面,它们不是。让我们看几件事:</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域,尽管特斯拉多年来也一直在发展其他一些业务,例如储能。特斯拉的大部分收入是通过销售电动汽车产生的,这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场,销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆,特斯拉是众所周知的 S、X、3 和 Y,而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司,但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施,就特斯拉而言,这就是增压器网络,特斯拉车主可以在其中为汽车充电,功率高达 250kW,具体取决于安装的增压器版本。蔚来正在采取不同的方法,为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池,这一过程只需几分钟,因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此,BaaS在充电/更换时间方面具有优势,但应该注意的是,与蔚来的换电站相比,特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出,但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比,蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察,但随着电动汽车领域的竞争日益激烈,这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大,无论是在收入和汽车销量方面,还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车,同比增长112%,年增长率约为90,000辆。与此同时,特斯拉在第二季度交付了 201,000 辆汽车,高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长,尽管略低于 100%,因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比,特斯拉每季度交付的汽车数量约为 9 倍,当我们查看两家公司的市值时,我们会发现这一比例几乎完全相同,因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下,这将是完全有意义的,但看起来蔚来目前可能是更好的交易,因为它的估值相当,同时产生了更好的增长。未来几个季度尤其如此,特斯拉的增长预计将放缓:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元,年增长率为30%。与此同时,蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元,年增长率为 54%。因此,相对而言,预计未来两年蔚来的增长速度将远远超过特斯拉。老实说,这并不奇怪,因为大数定律表明,对于一家公司来说,保持巨大的增长率变得越来越困难,而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错,事实上,许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比,特斯拉未来几年的增长将不那么令人兴奋,而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时,情况也是如此。蔚来 2025 年收入预期为 226 亿美元,比 2023 年预期再增长 80%,比分析师对 2021 年的预测增长 320%。与此同时,特斯拉预计 2025 年收入将达到 1225 亿美元,这是一个很大的数字,但比 2023 年增长相对较弱的 48%,比 2021 年总共增长 150%。因此,在 2021 年至 2025 年间,蔚来的收入将增长 4 倍,而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下,这是一个有意义的差异,应该可以让蔚来获得溢价估值,就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值(OTCPK:VWAGY)。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较,我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍,而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说,蔚来目前似乎更有价值,因为当我们展望未来时,它的销售倍数要低得多。然而,这并不一定意味着蔚来很便宜,因为与传统汽车公司的估值相比,即使是 2025 年 3.2 倍的销售倍数也相对较高。然而,蔚来看起来比特斯拉便宜,即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗?</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今,蔚来比特斯拉小得多,因此理所当然地以较小的市值进行交易。还应该指出的是,不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少,它的股票今天有可能被严重高估,我个人也相信这一点(请注意,有些人会认为股票价格被低估,这也是可能性之一,尽管我个人并不持有这种信念)。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的,并且电动汽车公司每年销售约 80 万辆汽车时,确实应该获得 6000 亿美元左右的市值,那么蔚来最终也可能达到这个目标,尽管不是在短期内。蔚来今年将销售约 9 万辆汽车,到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%,那么到 2030 年(即 9 年后),它可能会售出约 80 万辆汽车。如果想要假设更快的增长,每年 80 万辆汽车的大关也可能在 2030 年之前跨过,例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年,那么按照与特斯拉类似的交付量与市值比率,蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说,如果我们假设当前的增长预测是现实的,并且类似特斯拉的估值是合适的,那么九年后蔚来的价值可能与特斯拉(今天)一样高。当然,这是两个主要的如果,尤其是第二点,我相信还远未确定。就我个人而言,看到特斯拉的估值压缩不会太惊讶,因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平,即使它继续大幅增长。蔚来汽车的增长也有可能令人失望,目前的预测过于乐观,尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌,处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是,特斯拉2030年的市值可能与6000亿美元有很大不同,因此即使蔚来达到这个水平,也根本不能保证两家公司的市值相似。到那时,特斯拉的估值可能会更高,例如,如果方舟模型是正确的(我个人认为不太可能)。为了回答上述问题,人们可以说,蔚来可能在8-10年内价值数千亿美元,就像特斯拉一样,但这根本不能保证。即使发生了这种情况,到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票?</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时,它最终是否会变得像特斯拉一样大或高估值并不重要。相反,投资者应该问问自己,未来几年他们可以预期的总回报是多少,以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险,值得一提的是,该公司尚未盈利,这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是,电动汽车领域的竞争正在加剧,市场份额之争可能会在未来几年给利润率带来压力,尽管蔚来似乎由于其电池更换而处于相对有利的地位,我相信这是一个强大的卖点。最后但并非最不重要的一点是,该公司对中国本土市场的依赖是一个应牢记的潜在风险,尽管还应该指出的是,目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说,相对于传统汽车公司的估值,整个电动汽车行业的估值过高。与纯电动汽车相比,即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay,蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍,与其他电动汽车纯电动汽车相比似乎并不算太贵,尽管当然,这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型,从长远来看,其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资,蔚来股票也可能有相当大的负面影响,然而,这并不是一个低风险的选择。根据您的风险承受能力,如果您想要高增长的电动汽车 pureplay,蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129108675,"gmtCreate":1624362915697,"gmtModify":1634007283833,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good analysis , like and comment","listText":"Good analysis , like and comment","text":"Good analysis , like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/129108675","repostId":"1169318799","repostType":4,"repost":{"id":"1169318799","kind":"news","pubTimestamp":1624349018,"share":"https://www.laohunote.com/m/news/1169318799?lang=zh_CN&edition=full","pubTime":"2021-06-22 16:03","market":"us","language":"en","title":"Here's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169318799","media":"Motley Fool","summary":"The exploration and production company will pay a special dividend to its investors ahead of its upc","content":"<p> The exploration and production company will pay a special dividend to its investors ahead of its upcoming merger. Torchlight Energy rose over 8% in premarket trading.</p><p><blockquote>这家勘探和生产公司将在即将进行的合并之前向投资者支付特别股息。Torchlight Energy 在盘前交易中上涨超过 8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2dcb00868155922f136b4fda7e08b626\" tg-width=\"667\" tg-height=\"500\"></p><p><blockquote></blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of <b>Torchlight Energy Resources</b> (NASDAQ:TRCH)soared 58% on Monday after the oil and gas driller extended the closing date of its merger with advanced materials manufacturer<b>Metamaterial</b>.</p><p><blockquote>股份<b>火炬能源资源</b>(纳斯达克股票代码:TRCH)周一飙升 58%,此前这家石油和天然气钻探商延长了与先进材料制造商合并的截止日期<b>超材料</b>.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Torchlight and Metamaterial agreed to push back the transaction date to June 30. This will give Torchlight enough time to pay its shareholders the special dividend it announced on June 14.</p><p><blockquote>Torchlight 和 Metamaterial 同意将交易日期推迟至 6 月 30 日。这将使 Torchlight 有足够的时间向股东支付 6 月 14 日宣布的特别股息。</blockquote></p><p> orchlight'scommonstockholders who own shares at the close of the June 24 record date will receive one share of Series A preferred stock for every share of common stock they own. The preferred stock will entitle investors to a portion of the proceeds the combined company receives from the planned sale of its oil and gas assets.</p><p><blockquote>在 6 月 24 日记录日结束时持有股票的 orchlight 普通股持有人将每持有一股普通股获得一股 A 系列优先股。优先股将使投资者有权获得合并后公司从计划出售其石油和天然气资产中获得的部分收益。</blockquote></p><p> Torchlight intends to pay the special dividend on June 25.</p><p><blockquote>Torchlight 打算于 6 月 25 日支付特别股息。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Torchlight has garnered attention from traders on Reddit and other social media platforms. Some of these traders are hoping to ignite a short squeeze by driving up the stock's price and forcing short-sellers to exit their positions. Their goal is to cause so much pain for short-sellers that they rush to buy back the shares they shorted, which could help accelerate the steep rise in the stock's price.</p><p><blockquote>Torchlight 在 Reddit 和其他社交媒体平台上引起了交易者的关注。其中一些交易者希望通过推高股价并迫使卖空者平仓来引发空头挤压。他们的目标是给卖空者带来如此多的痛苦,以至于他们急于回购他们做空的股票,这可能有助于加速股价的急剧上涨。</blockquote></p><p> Still, although short squeezes can create sharp upward moves, they also tend to be short-lived. And when a squeeze ends, investors who bought late in the rally can often suffer sizable losses.</p><p><blockquote>尽管如此,尽管空头挤压可以创造急剧的上涨,但它们也往往是短暂的。当挤压结束时,在反弹后期买入的投资者往往会遭受重大损失。</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>Here's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</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\">\nHere's Why Torchlight Energy Resources Stock Skyrocketed Monday<blockquote>这就是 Torchlight Energy Resources 股票周一飙升的原因</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\">2021-06-22 16:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p> The exploration and production company will pay a special dividend to its investors ahead of its upcoming merger. Torchlight Energy rose over 8% in premarket trading.</p><p><blockquote>这家勘探和生产公司将在即将进行的合并之前向投资者支付特别股息。Torchlight Energy 在盘前交易中上涨超过 8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2dcb00868155922f136b4fda7e08b626\" tg-width=\"667\" tg-height=\"500\"></p><p><blockquote></blockquote></p><p> <b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of <b>Torchlight Energy Resources</b> (NASDAQ:TRCH)soared 58% on Monday after the oil and gas driller extended the closing date of its merger with advanced materials manufacturer<b>Metamaterial</b>.</p><p><blockquote>股份<b>火炬能源资源</b>(纳斯达克股票代码:TRCH)周一飙升 58%,此前这家石油和天然气钻探商延长了与先进材料制造商合并的截止日期<b>超材料</b>.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Torchlight and Metamaterial agreed to push back the transaction date to June 30. This will give Torchlight enough time to pay its shareholders the special dividend it announced on June 14.</p><p><blockquote>Torchlight 和 Metamaterial 同意将交易日期推迟至 6 月 30 日。这将使 Torchlight 有足够的时间向股东支付 6 月 14 日宣布的特别股息。</blockquote></p><p> orchlight'scommonstockholders who own shares at the close of the June 24 record date will receive one share of Series A preferred stock for every share of common stock they own. The preferred stock will entitle investors to a portion of the proceeds the combined company receives from the planned sale of its oil and gas assets.</p><p><blockquote>在 6 月 24 日记录日结束时持有股票的 orchlight 普通股持有人将每持有一股普通股获得一股 A 系列优先股。优先股将使投资者有权获得合并后公司从计划出售其石油和天然气资产中获得的部分收益。</blockquote></p><p> Torchlight intends to pay the special dividend on June 25.</p><p><blockquote>Torchlight 打算于 6 月 25 日支付特别股息。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Torchlight has garnered attention from traders on Reddit and other social media platforms. Some of these traders are hoping to ignite a short squeeze by driving up the stock's price and forcing short-sellers to exit their positions. Their goal is to cause so much pain for short-sellers that they rush to buy back the shares they shorted, which could help accelerate the steep rise in the stock's price.</p><p><blockquote>Torchlight 在 Reddit 和其他社交媒体平台上引起了交易者的关注。其中一些交易者希望通过推高股价并迫使卖空者平仓来引发空头挤压。他们的目标是给卖空者带来如此多的痛苦,以至于他们急于回购他们做空的股票,这可能有助于加速股价的急剧上涨。</blockquote></p><p> Still, although short squeezes can create sharp upward moves, they also tend to be short-lived. And when a squeeze ends, investors who bought late in the rally can often suffer sizable losses.</p><p><blockquote>尽管如此,尽管空头挤压可以创造急剧的上涨,但它们也往往是短暂的。当挤压结束时,在反弹后期买入的投资者往往会遭受重大损失。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/06/21/heres-why-torchlight-energy-resources-stock-skyroc/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">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":{"MMAT":"Meta Materials Inc."},"source_url":"https://www.fool.com/investing/2021/06/21/heres-why-torchlight-energy-resources-stock-skyroc/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169318799","content_text":"The exploration and production company will pay a special dividend to its investors ahead of its upcoming merger.\n\nTorchlight Energy rose over 8% in premarket trading.\n\nWhat happened\nShares of Torchlight Energy Resources (NASDAQ:TRCH)soared 58% on Monday after the oil and gas driller extended the closing date of its merger with advanced materials manufacturerMetamaterial.\nSo what\nTorchlight and Metamaterial agreed to push back the transaction date to June 30. This will give Torchlight enough time to pay its shareholders the special dividend it announced on June 14.\norchlight'scommonstockholders who own shares at the close of the June 24 record date will receive one share of Series A preferred stock for every share of common stock they own. The preferred stock will entitle investors to a portion of the proceeds the combined company receives from the planned sale of its oil and gas assets.\nTorchlight intends to pay the special dividend on June 25.\nNow what\nTorchlight has garnered attention from traders on Reddit and other social media platforms. Some of these traders are hoping to ignite a short squeeze by driving up the stock's price and forcing short-sellers to exit their positions. Their goal is to cause so much pain for short-sellers that they rush to buy back the shares they shorted, which could help accelerate the steep rise in the stock's price.\nStill, although short squeezes can create sharp upward moves, they also tend to be short-lived. And when a squeeze ends, investors who bought late in the rally can often suffer sizable losses.","news_type":1,"symbols_score_info":{"TRCH":0.9,"MMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159728190,"gmtCreate":1624981072510,"gmtModify":1631891346918,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Good.to.read. like and comment please","listText":"Good.to.read. like and comment please","text":"Good.to.read. like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159728190","repostId":"1172874030","repostType":4,"repost":{"id":"1172874030","kind":"news","pubTimestamp":1624879330,"share":"https://www.laohunote.com/m/news/1172874030?lang=zh_CN&edition=full","pubTime":"2021-06-28 19:22","market":"us","language":"en","title":"Bed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172874030","media":"Barrons","summary":"After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right","content":"<p>After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right in time for the retailer’s latest earnings report.</p><p><blockquote>在经历了一个月的备忘录股票过山车般的疯狂之后,Bed Bath & Beyond 的股价已经稳定下来,正好赶上该零售商最新的财报发布。</blockquote></p><p> Bed Bath & Beyond (ticker: BBBY) is set to report fiscal first-quarter earnings results before the market opens on Wednesday. The Wall Street consensus estimate for the quarter has adjusted earnings at nine cents per share and sales at $1.87 billion, according to FactSet. Analysts forecast same-store sales growth of 76% year-over-year.</p><p><blockquote>Bed Bath & Beyond(股票代码:BBBY)将在周三开盘前公布第一财季盈利结果。FactSet 的数据显示,华尔街对本季度的普遍预期调整为每股收益 9 美分,销售额为 18.7 亿美元。分析师预测同店销售额同比增长 76%。</blockquote></p><p> Wedbush Securities analyst Seth Basham thinks sales will meet expectations, but he’ll be looking for updates on how the company’s market share is holding up. He notes that Bed Bath is facing a relatively easy comparison from last year’s pandemic-impacted period. That will change in quarters to come, as the company will lap periods that saw in uptick in at-home spending.</p><p><blockquote>Wedbush Securities 分析师 Seth Basham 认为销售额将达到预期,但他将关注公司市场份额的最新情况。他指出,与去年受大流行病影响的时期相比,Bed Bath 面临着相对容易的比较。这种情况将在未来几个季度发生变化,因为该公司将度过家庭支出上升的时期。</blockquote></p><p> Bed Bath shares were caught in a broader resurgence for meme stocks at the start of June, but have since settled down. That led BofA Global Research analyst Curtis Nagle to bring back a Buy rating for the stock last week. Nagle dropped his rating after shares spiked 62% on June 2 on little news aside from chatter on social media. That’s a hallmark of meme stocks, which are generally highly shorted companies targeted by retail investors on Reddit.</p><p><blockquote>六月初,Bed Bath 股票陷入了 meme 股票的更广泛复苏,但此后已稳定下来。这导致美国银行全球研究分析师柯蒂斯·内格尔上周恢复了该股的买入评级。6 月 2 日,除了社交媒体上的喋喋不休之外,股价飙升 62%,随后内格尔下调了评级。这是备忘录股票的一个特点,备忘录股票通常是 Reddit 上散户投资者高度卖空的目标公司。</blockquote></p><p> “Since then, [Bed Bath & Beyond] shares are now trading much closer to levels pre-surge, and non-fundamentals drivers such as number of mentions on retail investor online message boards, trading volumes, and short interest have moderated,” Nagle wrote.</p><p><blockquote>“内格尔写道:”从那时起,[Bed Bath & Beyond] 的股价现在已更接近飙升前的水平,散户投资者在线留言板上的提及次数、交易量和空头兴趣等非基本面驱动因素也有所放缓。</blockquote></p><p> Nagle also brought back a $38 price objective. He expects the company to hit earnings before interest, taxes, depreciation, and amortization, or Ebitda, of between $850 million and $1 billion by 2023.</p><p><blockquote>Nagle 还带回了 38 美元的价格目标。他预计到 2023 年,该公司的息税折旧摊销前利润 (Ebitda) 将达到 8.5 亿美元至 10 亿美元。</blockquote></p><p> Bed Bath’s meme stock status has somewhat obscured efforts by CEO Mark Tritton to turn the company around. Nagle notes that the company’s balance sheet is in a strong place, with about $1.35 billion in cash and negative net debt of $200 million.</p><p><blockquote>Bed Bath 的备忘录股票地位在一定程度上掩盖了首席执行官马克-特里顿(Mark Tritton)扭转公司颓势的努力。Nagle 指出,该公司的资产负债表状况良好,现金约为 13.5 亿美元,净债务为 2 亿美元。</blockquote></p><p> He also argues the company is heading into its largest new product rollout in history, as the company rolls out new private label brands. Tritton told <i>Barron’s</i> earlier this year such efforts would play a role in the retailer’s turnaround.</p><p><blockquote>他还认为,随着该公司推出新的自有品牌,该公司正在迎来历史上最大规模的新产品推出。特里顿告诉<i>巴伦</i>今年早些时候,这些努力将在零售商的扭亏为盈中发挥作用。</blockquote></p><p> Nagle also points to store closures at underperforming locations and reopening tailwinds from back to school and wedding registry shoppers that should benefit the retailer.</p><p><blockquote>内格尔还指出,表现不佳的商店关闭,以及返校和婚礼登记处购物者的重新开业,这应该会使零售商受益。</blockquote></p><p> Of course, investors will need to be wary of social media and short seller activity. June wasn’t the first time the stock was caught in meme stock volatility. Bed Bath saw shares surge in January along with GameStop(GME) and AMC Entertainment Holdings(AMC).</p><p><blockquote>当然,投资者需要警惕社交媒体和卖空者活动。6 月份并不是该股第一次陷入备忘录股波动。Bed Bath 的股价在 1 月份与游戏驿站 (GME) 和AMC院线控股公司 (AMC) 一起飙升。</blockquote></p><p> Analysts are mixed on the company’s prospects. Of the 21 analysts covering Bed Bath stock, two have Buy ratings, 13 have Neutral ratings, while six have Sell or equivalent ratings, according to FactSet. Their mean price target is $26.43, implying 12.1% downside from recent levels.</p><p><blockquote>分析师对该公司的前景褒贬不一。根据 FactSet 的数据,在研究 Bed Bath 股票的 21 位分析师中,两位给予买入评级,13 位给予中性评级,6 位给予卖出或同等评级。他们的平均目标价为 26.43 美元,这意味着较近期水平下跌 12.1%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</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\">\nBed Bath & Beyond Is Set to Report Earnings on Wednesday. What to Know.<blockquote>Bed Bath & Beyond 将于周三公布财报。要知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-28 19:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right in time for the retailer’s latest earnings report.</p><p><blockquote>在经历了一个月的备忘录股票过山车般的疯狂之后,Bed Bath & Beyond 的股价已经稳定下来,正好赶上该零售商最新的财报发布。</blockquote></p><p> Bed Bath & Beyond (ticker: BBBY) is set to report fiscal first-quarter earnings results before the market opens on Wednesday. The Wall Street consensus estimate for the quarter has adjusted earnings at nine cents per share and sales at $1.87 billion, according to FactSet. Analysts forecast same-store sales growth of 76% year-over-year.</p><p><blockquote>Bed Bath & Beyond(股票代码:BBBY)将在周三开盘前公布第一财季盈利结果。FactSet 的数据显示,华尔街对本季度的普遍预期调整为每股收益 9 美分,销售额为 18.7 亿美元。分析师预测同店销售额同比增长 76%。</blockquote></p><p> Wedbush Securities analyst Seth Basham thinks sales will meet expectations, but he’ll be looking for updates on how the company’s market share is holding up. He notes that Bed Bath is facing a relatively easy comparison from last year’s pandemic-impacted period. That will change in quarters to come, as the company will lap periods that saw in uptick in at-home spending.</p><p><blockquote>Wedbush Securities 分析师 Seth Basham 认为销售额将达到预期,但他将关注公司市场份额的最新情况。他指出,与去年受大流行病影响的时期相比,Bed Bath 面临着相对容易的比较。这种情况将在未来几个季度发生变化,因为该公司将度过家庭支出上升的时期。</blockquote></p><p> Bed Bath shares were caught in a broader resurgence for meme stocks at the start of June, but have since settled down. That led BofA Global Research analyst Curtis Nagle to bring back a Buy rating for the stock last week. Nagle dropped his rating after shares spiked 62% on June 2 on little news aside from chatter on social media. That’s a hallmark of meme stocks, which are generally highly shorted companies targeted by retail investors on Reddit.</p><p><blockquote>六月初,Bed Bath 股票陷入了 meme 股票的更广泛复苏,但此后已稳定下来。这导致美国银行全球研究分析师柯蒂斯·内格尔上周恢复了该股的买入评级。6 月 2 日,除了社交媒体上的喋喋不休之外,股价飙升 62%,随后内格尔下调了评级。这是备忘录股票的一个特点,备忘录股票通常是 Reddit 上散户投资者高度卖空的目标公司。</blockquote></p><p> “Since then, [Bed Bath & Beyond] shares are now trading much closer to levels pre-surge, and non-fundamentals drivers such as number of mentions on retail investor online message boards, trading volumes, and short interest have moderated,” Nagle wrote.</p><p><blockquote>“内格尔写道:”从那时起,[Bed Bath & Beyond] 的股价现在已更接近飙升前的水平,散户投资者在线留言板上的提及次数、交易量和空头兴趣等非基本面驱动因素也有所放缓。</blockquote></p><p> Nagle also brought back a $38 price objective. He expects the company to hit earnings before interest, taxes, depreciation, and amortization, or Ebitda, of between $850 million and $1 billion by 2023.</p><p><blockquote>Nagle 还带回了 38 美元的价格目标。他预计到 2023 年,该公司的息税折旧摊销前利润 (Ebitda) 将达到 8.5 亿美元至 10 亿美元。</blockquote></p><p> Bed Bath’s meme stock status has somewhat obscured efforts by CEO Mark Tritton to turn the company around. Nagle notes that the company’s balance sheet is in a strong place, with about $1.35 billion in cash and negative net debt of $200 million.</p><p><blockquote>Bed Bath 的备忘录股票地位在一定程度上掩盖了首席执行官马克-特里顿(Mark Tritton)扭转公司颓势的努力。Nagle 指出,该公司的资产负债表状况良好,现金约为 13.5 亿美元,净债务为 2 亿美元。</blockquote></p><p> He also argues the company is heading into its largest new product rollout in history, as the company rolls out new private label brands. Tritton told <i>Barron’s</i> earlier this year such efforts would play a role in the retailer’s turnaround.</p><p><blockquote>他还认为,随着该公司推出新的自有品牌,该公司正在迎来历史上最大规模的新产品推出。特里顿告诉<i>巴伦</i>今年早些时候,这些努力将在零售商的扭亏为盈中发挥作用。</blockquote></p><p> Nagle also points to store closures at underperforming locations and reopening tailwinds from back to school and wedding registry shoppers that should benefit the retailer.</p><p><blockquote>内格尔还指出,表现不佳的商店关闭,以及返校和婚礼登记处购物者的重新开业,这应该会使零售商受益。</blockquote></p><p> Of course, investors will need to be wary of social media and short seller activity. June wasn’t the first time the stock was caught in meme stock volatility. Bed Bath saw shares surge in January along with GameStop(GME) and AMC Entertainment Holdings(AMC).</p><p><blockquote>当然,投资者需要警惕社交媒体和卖空者活动。6 月份并不是该股第一次陷入备忘录股波动。Bed Bath 的股价在 1 月份与游戏驿站 (GME) 和AMC院线控股公司 (AMC) 一起飙升。</blockquote></p><p> Analysts are mixed on the company’s prospects. Of the 21 analysts covering Bed Bath stock, two have Buy ratings, 13 have Neutral ratings, while six have Sell or equivalent ratings, according to FactSet. Their mean price target is $26.43, implying 12.1% downside from recent levels.</p><p><blockquote>分析师对该公司的前景褒贬不一。根据 FactSet 的数据,在研究 Bed Bath 股票的 21 位分析师中,两位给予买入评级,13 位给予中性评级,6 位给予卖出或同等评级。他们的平均目标价为 26.43 美元,这意味着较近期水平下跌 12.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/bed-bath-beyond-reports-earnings-on-wednesday-look-beyond-the-meme-stock-spotlight-51624654711?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc."},"source_url":"https://www.barrons.com/articles/bed-bath-beyond-reports-earnings-on-wednesday-look-beyond-the-meme-stock-spotlight-51624654711?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172874030","content_text":"After a wild month on the meme stock rollercoaster, Bed Bath & Beyond shares have settled down right in time for the retailer’s latest earnings report.\nBed Bath & Beyond (ticker: BBBY) is set to report fiscal first-quarter earnings results before the market opens on Wednesday. The Wall Street consensus estimate for the quarter has adjusted earnings at nine cents per share and sales at $1.87 billion, according to FactSet. Analysts forecast same-store sales growth of 76% year-over-year.\nWedbush Securities analyst Seth Basham thinks sales will meet expectations, but he’ll be looking for updates on how the company’s market share is holding up. He notes that Bed Bath is facing a relatively easy comparison from last year’s pandemic-impacted period. That will change in quarters to come, as the company will lap periods that saw in uptick in at-home spending.\nBed Bath shares were caught in a broader resurgence for meme stocks at the start of June, but have since settled down. That led BofA Global Research analyst Curtis Nagle to bring back a Buy rating for the stock last week. Nagle dropped his rating after shares spiked 62% on June 2 on little news aside from chatter on social media. That’s a hallmark of meme stocks, which are generally highly shorted companies targeted by retail investors on Reddit.\n“Since then, [Bed Bath & Beyond] shares are now trading much closer to levels pre-surge, and non-fundamentals drivers such as number of mentions on retail investor online message boards, trading volumes, and short interest have moderated,” Nagle wrote.\nNagle also brought back a $38 price objective. He expects the company to hit earnings before interest, taxes, depreciation, and amortization, or Ebitda, of between $850 million and $1 billion by 2023.\nBed Bath’s meme stock status has somewhat obscured efforts by CEO Mark Tritton to turn the company around. Nagle notes that the company’s balance sheet is in a strong place, with about $1.35 billion in cash and negative net debt of $200 million.\nHe also argues the company is heading into its largest new product rollout in history, as the company rolls out new private label brands. Tritton told Barron’s earlier this year such efforts would play a role in the retailer’s turnaround.\nNagle also points to store closures at underperforming locations and reopening tailwinds from back to school and wedding registry shoppers that should benefit the retailer.\nOf course, investors will need to be wary of social media and short seller activity. June wasn’t the first time the stock was caught in meme stock volatility. Bed Bath saw shares surge in January along with GameStop(GME) and AMC Entertainment Holdings(AMC).\nAnalysts are mixed on the company’s prospects. Of the 21 analysts covering Bed Bath stock, two have Buy ratings, 13 have Neutral ratings, while six have Sell or equivalent ratings, according to FactSet. Their mean price target is $26.43, implying 12.1% downside from recent levels.","news_type":1,"symbols_score_info":{"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586198471249922","authorId":"3586198471249922","name":"EmmaS","avatar":"https://static.tigerbbs.com/41fa8b7739afa8f029d077d18c6201ab","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3586198471249922","idStr":"3586198471249922"},"content":"done. Like and comment pls","text":"done. Like and comment pls","html":"done. Like and comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185765334,"gmtCreate":1623674221028,"gmtModify":1634030282209,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185765334","repostId":"1172057691","repostType":4,"repost":{"id":"1172057691","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623672122,"share":"https://www.laohunote.com/m/news/1172057691?lang=zh_CN&edition=full","pubTime":"2021-06-14 20:02","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172057691","media":"Tiger Newspress","summary":"U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a ","content":"<p>U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.</p><p><blockquote>美国股市周一开盘小幅走高,保持在创纪录水平附近,本周将召开备受期待的美联储会议。</blockquote></p><p> At 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.</p><p><blockquote>美国东部时间上午 7 点(格林威治标准时间 1200 点),道琼斯期货合约仅上涨 5 点,涨幅不到 0.1%,标普500期货上涨 3 点,涨幅 0.1%,纳斯达克 100 指数期货上涨 50 点,涨幅 0.3%。</blockquote></p><p> The three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.</p><p><blockquote>三大股指周五小幅收高,其中标普500指数收盘上涨0.2%,创历史新高。蓝筹股道琼斯指数上涨不到 0.1%,而以科技股为主的纳斯达克综合指数收盘上涨 0.4%,这得益于成长型股票的回归。</blockquote></p><p> The Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.</p><p><blockquote>周三结束的美联储为期两天的政策会议可能会限制本周初的活动。预计央行不会立即采取任何行动,但投资者将关注这份声明,看看政策制定者是否会就如何以及何时缩减每月1200亿美元的央行债券购买规模展开讨论。</blockquote></p><p> Crude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.</p><p><blockquote>原油价格周一走高,交易价格接近多年高点,这得益于需求前景改善,因为新冠肺炎疫苗接种的增加推动全球旅行回到接近正常水平。</blockquote></p><p> U.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.</p><p><blockquote>自大流行开始以来,美国每日航空旅客人数首次突破 200 万人次,随着封锁和其他限制的放松,北美和欧洲大部分地区的客流量已恢复到大流行前的水平,尽管英国可能会在周一晚些时候启动。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>Novavax(NVAX)</b> – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.</p><p><blockquote><b>诺瓦瓦克斯(NVAX)</b>– 该制药商表示,其 Covid-19 疫苗在后期试验中被证明总体有效率为 90%,对最主要的病毒变种有效率为 93%。它还提供100%的中度和重度疾病保护。Novavax 股价在盘前交易中飙升 10.4%。</blockquote></p><p> <b>Lordstown Motors(RIDE) </b>– The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.</p><p><blockquote><b>洛兹敦汽车公司(RIDE)</b>– 这家电动卡车制造商宣布首席执行官史蒂夫·伯恩斯 (Steve Burns) 和首席财务官胡里奥·罗德里格斯 (Julio Rodriguez) 辞职,几天前该公司警告称,该公司能否继续经营存在疑问。洛兹敦已经聘请了一家猎头公司来寻找伯恩斯和罗德里格斯的替代者。盘前股价下跌 8%。</blockquote></p><p> <b>Phillips(PHG)</b> – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.</p><p><blockquote><b>菲利普斯(PHG)</b>– 菲利普斯表示,由于潜在毒性风险,将召回多达 400 万台 CPAP 机器,该公司股价在盘前交易中下跌 4.3%。睡眠呼吸暂停治疗装置中使用的泡沫可能会降解并可能变得有毒。荷兰医疗设备公司是CPAP机的最大生产商。</blockquote></p><p> <b>Chipotle Mexican Grill(CMG)</b> – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.</p><p><blockquote><b>墨西哥辣椒烧烤店(CMG)</b>- 雷蒙德-詹姆斯(Raymond James)将这家连锁餐厅的股票评级从 “跑赢大盘 ”上调至 “强力买入 ”,并预测最近菜单价格上涨将推动下半年利润远远超出市场普遍预期。Chipotle 股价在盘前上涨 1.4%。</blockquote></p><p> <b>Ferrari(RACE)</b> – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.</p><p><blockquote><b>法拉利(比赛)</b>- 高盛(Goldman Sachs)将该汽车制造商的股票评级下调了两次,将其评级从 “买入 ”下调至 “卖出 ”,理由是资本支出增加,盈利正面修正的范围有限。法拉利盘前下跌 2.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK)</b> – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.</p><p><blockquote><b>葛兰素史克(GSK)</b>– 该制药商正在与临床阶段生物制药公司 ITEOS Therapeutics (ITOS) 合作开发和商业化 EOS-448,这是一种处于早期开发阶段的单克隆抗体,作为一种可能的癌症治疗方法。iTeos 在盘前飙升 60.4%。</blockquote></p><p> <b>AstraZeneca(AZN) </b>– The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.</p><p><blockquote><b>阿斯利康(AZN)</b>- 据欧洲药品管理局 Covid-19 工作组负责人称,该制药商的 Covid-19 疫苗对所有年龄组,尤其是 60 岁及以上的人群都具有良好的风险/回报特性。马尔科·卡瓦莱里说,他在一家意大利报纸上引用的关于60岁以上的人不应该接种疫苗的说法没有被正确解读。</blockquote></p><p> <b>Royal Dutch Shell(RDS.A)</b> – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.</p><p><blockquote><b>荷兰皇家壳牌 (RDS.A)</b>– 据接受路透社采访的知情人士透露,这家能源巨头正在考虑出售德克萨斯州的页岩资产。这样的一个可能价值超过100亿美元。股价在盘前交易中上涨 2%。</blockquote></p><p> <b>Oatly(OTLY) </b>– The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.</p><p><blockquote><b>奥特利</b>– 这家燕麦奶制造商收到了少数几家投资公司的初步评级褒贬不一。Oatly 获得了 “执行”(奥本海默)、“跑赢大盘”(瑞士信贷)、“同等权重”(摩根士丹利)、“跑赢大盘”(派珀桑德勒)、“买入”(杰富瑞、古根海姆)、“中性”(摩根大通)和 “行业表现”(加拿大皇家银行资本)的评级。所有人都同意 Oatly 的增长前景,但一些公司认为这些前景已经计入了该股的价格。</blockquote></p><p> <b>Qualcomm(QCOM)</b> – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.</p><p><blockquote><b>高通(QCOM)</b>– 据《每日电讯报》援引首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 的话说,如果英国芯片制造商 Arm 被英伟达 (NVDA) 收购的 400 亿美元交易被监管机构阻止,高通准备投资英国芯片制造商 Arm。</blockquote></p><p> <b>Equinix(EQIX)</b> – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.</p><p><blockquote><b>Equinix(EQIX)</b>- Equinix 与新加坡主权财富基金达成协议,成立更多合资企业,以扩大其在新加坡的数据中心业务。该交易将使该基金额外投资 39 亿美元,使总投资额超过 69 亿美元。</blockquote></p><p></p><p> <b>NextGen Acquisition(NGAC) </b>– The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.</p><p><blockquote><b>下一代收购(NGAC)</b>- 据天空新闻报道,这家特殊目的收购公司正在就理查德-布兰森爵士的维珍轨道公司上市进行谈判。天空电视台表示,维珍轨道公司估值约30亿美元的交易可能会在未来几周内宣布。NextGen 股价在盘前上涨 1.9%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-14 20:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.</p><p><blockquote>美国股市周一开盘小幅走高,保持在创纪录水平附近,本周将召开备受期待的美联储会议。</blockquote></p><p> At 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.</p><p><blockquote>美国东部时间上午 7 点(格林威治标准时间 1200 点),道琼斯期货合约仅上涨 5 点,涨幅不到 0.1%,标普500期货上涨 3 点,涨幅 0.1%,纳斯达克 100 指数期货上涨 50 点,涨幅 0.3%。</blockquote></p><p> The three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.</p><p><blockquote>三大股指周五小幅收高,其中标普500指数收盘上涨0.2%,创历史新高。蓝筹股道琼斯指数上涨不到 0.1%,而以科技股为主的纳斯达克综合指数收盘上涨 0.4%,这得益于成长型股票的回归。</blockquote></p><p> The Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.</p><p><blockquote>周三结束的美联储为期两天的政策会议可能会限制本周初的活动。预计央行不会立即采取任何行动,但投资者将关注这份声明,看看政策制定者是否会就如何以及何时缩减每月1200亿美元的央行债券购买规模展开讨论。</blockquote></p><p> Crude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.</p><p><blockquote>原油价格周一走高,交易价格接近多年高点,这得益于需求前景改善,因为新冠肺炎疫苗接种的增加推动全球旅行回到接近正常水平。</blockquote></p><p> U.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.</p><p><blockquote>自大流行开始以来,美国每日航空旅客人数首次突破 200 万人次,随着封锁和其他限制的放松,北美和欧洲大部分地区的客流量已恢复到大流行前的水平,尽管英国可能会在周一晚些时候启动。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <b>Novavax(NVAX)</b> – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.</p><p><blockquote><b>诺瓦瓦克斯(NVAX)</b>– 该制药商表示,其 Covid-19 疫苗在后期试验中被证明总体有效率为 90%,对最主要的病毒变种有效率为 93%。它还提供100%的中度和重度疾病保护。Novavax 股价在盘前交易中飙升 10.4%。</blockquote></p><p> <b>Lordstown Motors(RIDE) </b>– The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.</p><p><blockquote><b>洛兹敦汽车公司(RIDE)</b>– 这家电动卡车制造商宣布首席执行官史蒂夫·伯恩斯 (Steve Burns) 和首席财务官胡里奥·罗德里格斯 (Julio Rodriguez) 辞职,几天前该公司警告称,该公司能否继续经营存在疑问。洛兹敦已经聘请了一家猎头公司来寻找伯恩斯和罗德里格斯的替代者。盘前股价下跌 8%。</blockquote></p><p> <b>Phillips(PHG)</b> – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.</p><p><blockquote><b>菲利普斯(PHG)</b>– 菲利普斯表示,由于潜在毒性风险,将召回多达 400 万台 CPAP 机器,该公司股价在盘前交易中下跌 4.3%。睡眠呼吸暂停治疗装置中使用的泡沫可能会降解并可能变得有毒。荷兰医疗设备公司是CPAP机的最大生产商。</blockquote></p><p> <b>Chipotle Mexican Grill(CMG)</b> – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.</p><p><blockquote><b>墨西哥辣椒烧烤店(CMG)</b>- 雷蒙德-詹姆斯(Raymond James)将这家连锁餐厅的股票评级从 “跑赢大盘 ”上调至 “强力买入 ”,并预测最近菜单价格上涨将推动下半年利润远远超出市场普遍预期。Chipotle 股价在盘前上涨 1.4%。</blockquote></p><p> <b>Ferrari(RACE)</b> – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.</p><p><blockquote><b>法拉利(比赛)</b>- 高盛(Goldman Sachs)将该汽车制造商的股票评级下调了两次,将其评级从 “买入 ”下调至 “卖出 ”,理由是资本支出增加,盈利正面修正的范围有限。法拉利盘前下跌 2.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK)</b> – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.</p><p><blockquote><b>葛兰素史克(GSK)</b>– 该制药商正在与临床阶段生物制药公司 ITEOS Therapeutics (ITOS) 合作开发和商业化 EOS-448,这是一种处于早期开发阶段的单克隆抗体,作为一种可能的癌症治疗方法。iTeos 在盘前飙升 60.4%。</blockquote></p><p> <b>AstraZeneca(AZN) </b>– The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.</p><p><blockquote><b>阿斯利康(AZN)</b>- 据欧洲药品管理局 Covid-19 工作组负责人称,该制药商的 Covid-19 疫苗对所有年龄组,尤其是 60 岁及以上的人群都具有良好的风险/回报特性。马尔科·卡瓦莱里说,他在一家意大利报纸上引用的关于60岁以上的人不应该接种疫苗的说法没有被正确解读。</blockquote></p><p> <b>Royal Dutch Shell(RDS.A)</b> – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.</p><p><blockquote><b>荷兰皇家壳牌 (RDS.A)</b>– 据接受路透社采访的知情人士透露,这家能源巨头正在考虑出售德克萨斯州的页岩资产。这样的一个可能价值超过100亿美元。股价在盘前交易中上涨 2%。</blockquote></p><p> <b>Oatly(OTLY) </b>– The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.</p><p><blockquote><b>奥特利</b>– 这家燕麦奶制造商收到了少数几家投资公司的初步评级褒贬不一。Oatly 获得了 “执行”(奥本海默)、“跑赢大盘”(瑞士信贷)、“同等权重”(摩根士丹利)、“跑赢大盘”(派珀桑德勒)、“买入”(杰富瑞、古根海姆)、“中性”(摩根大通)和 “行业表现”(加拿大皇家银行资本)的评级。所有人都同意 Oatly 的增长前景,但一些公司认为这些前景已经计入了该股的价格。</blockquote></p><p> <b>Qualcomm(QCOM)</b> – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.</p><p><blockquote><b>高通(QCOM)</b>– 据《每日电讯报》援引首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 的话说,如果英国芯片制造商 Arm 被英伟达 (NVDA) 收购的 400 亿美元交易被监管机构阻止,高通准备投资英国芯片制造商 Arm。</blockquote></p><p> <b>Equinix(EQIX)</b> – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.</p><p><blockquote><b>Equinix(EQIX)</b>- Equinix 与新加坡主权财富基金达成协议,成立更多合资企业,以扩大其在新加坡的数据中心业务。该交易将使该基金额外投资 39 亿美元,使总投资额超过 69 亿美元。</blockquote></p><p></p><p> <b>NextGen Acquisition(NGAC) </b>– The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.</p><p><blockquote><b>下一代收购(NGAC)</b>- 据天空新闻报道,这家特殊目的收购公司正在就理查德-布兰森爵士的维珍轨道公司上市进行谈判。天空电视台表示,维珍轨道公司估值约30亿美元的交易可能会在未来几周内宣布。NextGen 股价在盘前上涨 1.9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","GSK":"葛兰素史克","CMG":"墨式烧烤","NVAX":"诺瓦瓦克斯医药","OTLY":"Oatly Group AB","PHG":"飞利浦","RDS.A":"荷兰皇家壳牌石油A类股","QCOM":"高通","RACE":"法拉利","EQIX":"易昆尼克斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172057691","content_text":"U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.\nAt 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.\nThe three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.\nThe Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.\nCrude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.\nU.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.\nStocks making the biggest moves in the premarket:\nNovavax(NVAX) – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.\nLordstown Motors(RIDE) – The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.\nPhillips(PHG) – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.\nChipotle Mexican Grill(CMG) – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.\nFerrari(RACE) – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.\nGlaxoSmithKline(GSK) – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.\nAstraZeneca(AZN) – The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.\nRoyal Dutch Shell(RDS.A) – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.\nOatly(OTLY) – The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.\nQualcomm(QCOM) – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.\nEquinix(EQIX) – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.\nNextGen Acquisition(NGAC) – The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.","news_type":1,"symbols_score_info":{"AZN":0.9,"GSK":0.9,"NGAC":0.9,"NVAX":0.9,"PHG":0.9,"RACE":0.9,"RDS.A":0.9,"EQIX":0.9,"CMG":0.9,"RIDE":0.9,"OTLY":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813130544,"gmtCreate":1630145846188,"gmtModify":1704956536781,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Is it the time? Comment n like pls","listText":"Is it the time? Comment n like pls","text":"Is it the time? Comment n like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813130544","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohunote.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨,苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或那些希望转向基于iOS的产品的用户)应该期待他们的口袋更深。据 DigiTimes 报道,由于零部件通胀,苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息,对苹果股票投资者来说可能是好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max型号的价格可能高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%,这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么价格上涨也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响,其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响,这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。由于移动部件众多,因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些零部件价格上涨,苹果的 iPhone 13 可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或那些希望转向基于iOS的产品的用户)应该期待他们的口袋更深。据 DigiTimes 报道,由于零部件通胀,苹果的 iPhone 13 可能会在下个月以更高的价格上市。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是坏消息,对苹果股票投资者来说可能是好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,AAPL 可能是一个很好的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>发生什么事了?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max型号的价格可能高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高 3% 至 5%,这可能会导致尚未发布的 iPhone 13 的价格也出现类似的上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能在不确定这样做不会对新iPhone的需求产生实质性影响的情况下试图提高价格。苹果可能有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>吉姆·克莱默的一句话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市面临的最令人担忧的阻力之一是通货膨胀可能侵蚀企业利润率并导致 2021-2022 年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高生产成本转嫁给消费者的公司可能会跑赢大盘。这是 Mad Money 的吉姆-克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么价格上涨也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界的真正运作方式。价格的变化往往会对几个关键变量产生影响,其中最重要的是需求。如果价格上涨对销量没有太大影响或根本没有影响,这对收入和最有可能的盈利来说都是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一件要考虑的事情是价格上涨是完全还是仅部分抵消了更高的成本。假设后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。由于移动部件众多,因此很难确定价格更高的 iPhone 未来会对苹果的财务报表产生怎样的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807124203,"gmtCreate":1628008949802,"gmtModify":1631891346844,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"What to do? ","listText":"What to do? ","text":"What to do?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807124203","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999893,"share":"https://www.laohunote.com/m/news/1181392592?lang=zh_CN&edition=full","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading<blockquote>电动汽车股票早盘交易中暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p><p><blockquote>(8月3日)特斯拉下跌0.22%,蔚来下跌3.45%,李下跌近5%,小鹏下跌2.67%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks tumbled in morning trading<blockquote>电动汽车股票早盘交易中暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 22:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p><p><blockquote>(8月3日)特斯拉下跌0.22%,蔚来下跌3.45%,李下跌近5%,小鹏下跌2.67%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172245960,"gmtCreate":1626964028450,"gmtModify":1631891346866,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"What do you think??","listText":"What do you think??","text":"What do you think??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172245960","repostId":"2153678131","repostType":4,"isVote":1,"tweetType":1,"viewCount":3511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178155036,"gmtCreate":1626793468925,"gmtModify":1631891346876,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Pls like and commenr","listText":"Pls like and commenr","text":"Pls like and commenr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178155036","repostId":"2152405667","repostType":4,"isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150876761,"gmtCreate":1624894359053,"gmtModify":1633947317235,"author":{"id":"3586511265760559","authorId":"3586511265760559","name":"Pierroye","avatar":"https://static.tigerbbs.com/264cd7a6ef3b6658ac33143689e3ec09","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586511265760559","idStr":"3586511265760559"},"themes":[],"title":"","htmlText":"Wow.one of it really rising .. like and comment.","listText":"Wow.one of it really rising .. like and comment.","text":"Wow.one of it really rising .. like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150876761","repostId":"2146002845","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}