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Guaslackjack

Guaslackjack

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2021-12-20

Finally yassss

Novavax shares rose more than 8% in premarket trading<blockquote>Novavax股价在盘前交易中上涨超过8%</blockquote>

2021-12-18

Bye bye $5000

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2021-12-18

Now that’s some good intel 😉

Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</blockquote>

2021-12-17

Happy NIO year 2022 🎉

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2021-12-17

Oh yeah

Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</blockquote>

2021-12-17

Can the instant buy concept be adapted in Sg? Interesting that

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2021-12-16

*gets popcorn*

Nio Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</blockquote>

2021-12-16

So is he saying to buy or don’t buy LOL

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2021-12-15

Interesting

GRAB Stock: What to Know About the Acquisition Putting Grab in the Spotlight<blockquote>Grab股票：关于让Grab成为焦点的收购需要了解什么</blockquote>

2021-12-14

Omigod

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2021-12-13

Seem to be down atm though

3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</blockquote>

2021-12-13

What can he not do 🤪

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2021-12-12

Is there a dislike button

Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>

2021-12-12

Interesting companies

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2021-12-11

Up in 2022

Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>

2021-12-11

Down down down

Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>

2021-12-10

To grab or not to grab 🤣

Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>

2021-12-10

$SINGAPORE AIRLINES LTD(C6L.SI)$Long term buy, definitely 😬

2021-12-10

It’s never truly free

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2021-12-09

Lel

MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</blockquote>

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name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax shares rose more than 8% in premarket trading<blockquote>Novavax股价在盘前交易中上涨超过8%</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{ 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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\">2021-12-20 17:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;8%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/41122ce5efa068fd13d80b295b66e434\" tg-width=\"711\" tg-height=\"598\" width=\"100%\" height=\"auto\">The&nbsp;stock&nbsp;rose&nbsp;11.49%&nbsp;on&nbsp;last&nbsp;Friday&nbsp;as&nbsp;the WHO&nbsp;granted emergency authorization to a Covid-19 vaccine produced by Maryland-based Novavax and the Serum Institute of India.</p><p><blockquote>Novavax股价在盘前交易中上涨超过8%。上周五，该股上涨11.49%，原因是世卫组织紧急批准了总部位于马里兰州的Novavax和印度血清研究所生产的Covid-19疫苗。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100813350","content_text":"Novavax shares rose more than 8% in premarket trading.The stock rose 11.49% on last Friday as the WHO granted emergency authorization to a Covid-19 vaccine produced by Maryland-based Novavax and the Serum Institute of India.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699532644,"gmtCreate":1639835604542,"gmtModify":1639835604646,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Bye bye $5000","listText":"Bye bye $5000","text":"Bye bye $5000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699532644","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699649010,"gmtCreate":1639796322812,"gmtModify":1639796380788,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Now that’s some good intel 😉","listText":"Now that’s some good intel 😉","text":"Now that’s some good intel 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699649010","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye，为其雄心勃勃的增长计划筹集资金。在本笔记中，我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍，被严重低估，因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye很容易获得50-100B美元的估值。因此，英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后，英特尔仍将继续以多数股权控制Mobileye，英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此，英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨，但英特尔（纳斯达克：INTC）的估值（约12倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有减弱的迹象，英特尔正在出售其能生产的所有产品。2021年，英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将分拆的Mobileye，它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划，以让这家半导体巨头重回过去的辉煌（在前任管理层的一些糟糕执行之后）。理论上，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远的影响。随着电动汽车革命，对汽车芯片的需求将会激增。因此，芯片短缺可能会持续很多年。只有少数公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划，预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期，计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值（按P/FCF计算），通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一，管理层当然没有兴趣疏远更多的投资者群体。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行，英特尔的资产负债表和自由现金流产生足够强大，可以承担更多债务。然而，由于与AMD等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流也可能在短期内受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约40B美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务，Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶（市场上最热门的领域之一）领域的领先企业，在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此，剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉！是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年，英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来，Mobileye实现了显着的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同，Mobileye已经是一家高利润公司。因此，英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中，Mobileye的收入为$13.6亿，营业利润为$4.71亿（营业利润率约为35%）。此外，Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑，推出了量产robotaxi（网络将于2022年上线），并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之，Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线，Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场，英特尔可能会获得现金增长（交易倍数很高），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术（以及未来的Robotaxi业务）而将Mobileye与特斯拉（纳斯达克：TSLA）进行了比较，但我认为它更适合英伟达。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小，我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye的IPO估值可能在$50B至$70B之间。然而，让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的转变加速，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长，Mobileye的利润率可能会上升。因此，当业务成熟且增长放缓（未来十年或二十年内不会发生）时，Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye每股价值约15美元，市值约为60B美元。本次估值工作中使用的假设是保守的，这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内（而不是我们估计的25%），那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值，特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多，并且考虑到它可能成为AV技术的行业标准（通过利用与福特、宝马和许多其他汽车制造商的现有关系），我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后，英特尔在2022年的收入仍将约为$730亿，对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一（事实并非如此，因为英特尔仍将通过多数股权控制Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去Mobileye）的每股价值仍约为70美元（市值约为2800亿美元）（此估值练习可在我之前有关英特尔的文章中找到）。因此，分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右，通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye的估值可能达到500亿至1000亿美元，我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树，它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值，我预计英特尔将在未来12-24个月内实现大幅资本增值。因此，我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</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\">\nIntel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-17 07:49</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>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye，为其雄心勃勃的增长计划筹集资金。在本笔记中，我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍，被严重低估，因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye很容易获得50-100B美元的估值。因此，英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后，英特尔仍将继续以多数股权控制Mobileye，英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此，英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨，但英特尔（纳斯达克：INTC）的估值（约12倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有减弱的迹象，英特尔正在出售其能生产的所有产品。2021年，英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将分拆的Mobileye，它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划，以让这家半导体巨头重回过去的辉煌（在前任管理层的一些糟糕执行之后）。理论上，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远的影响。随着电动汽车革命，对汽车芯片的需求将会激增。因此，芯片短缺可能会持续很多年。只有少数公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划，预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期，计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值（按P/FCF计算），通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一，管理层当然没有兴趣疏远更多的投资者群体。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行，英特尔的资产负债表和自由现金流产生足够强大，可以承担更多债务。然而，由于与AMD等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流也可能在短期内受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约40B美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务，Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶（市场上最热门的领域之一）领域的领先企业，在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此，剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉！是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年，英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来，Mobileye实现了显着的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同，Mobileye已经是一家高利润公司。因此，英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中，Mobileye的收入为$13.6亿，营业利润为$4.71亿（营业利润率约为35%）。此外，Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑，推出了量产robotaxi（网络将于2022年上线），并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之，Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线，Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场，英特尔可能会获得现金增长（交易倍数很高），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术（以及未来的Robotaxi业务）而将Mobileye与特斯拉（纳斯达克：TSLA）进行了比较，但我认为它更适合英伟达。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小，我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye的IPO估值可能在$50B至$70B之间。然而，让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的转变加速，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长，Mobileye的利润率可能会上升。因此，当业务成熟且增长放缓（未来十年或二十年内不会发生）时，Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye每股价值约15美元，市值约为60B美元。本次估值工作中使用的假设是保守的，这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内（而不是我们估计的25%），那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值，特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多，并且考虑到它可能成为AV技术的行业标准（通过利用与福特、宝马和许多其他汽车制造商的现有关系），我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后，英特尔在2022年的收入仍将约为$730亿，对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一（事实并非如此，因为英特尔仍将通过多数股权控制Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去Mobileye）的每股价值仍约为70美元（市值约为2800亿美元）（此估值练习可在我之前有关英特尔的文章中找到）。因此，分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右，通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye的估值可能达到500亿至1000亿美元，我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树，它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值，我预计英特尔将在未来12-24个月内实现大幅资本增值。因此，我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">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":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699198072,"gmtCreate":1639753931617,"gmtModify":1639753931755,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Happy NIO year 2022 🎉","listText":"Happy NIO year 2022 🎉","text":"Happy NIO year 2022 🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699198072","repostId":"2192462941","repostType":4,"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699193553,"gmtCreate":1639753886318,"gmtModify":1639753922096,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Oh yeah","listText":"Oh yeah","text":"Oh yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699193553","repostId":"1155244596","repostType":4,"repost":{"id":"1155244596","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":1639752003,"share":"https://www.laohu8.com/m/news/1155244596?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:40","market":"us","language":"en","title":"Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155244596","media":"Tiger Newspress","summary":"Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emerg","content":"<p>Novavax continued to jump nearly&nbsp;5% in morning trading as its vaccine had been included on the&nbsp;emergency use list.<img src=\"https://static.tigerbbs.com/6e0b5588f7377a98c70179cdc8612b3f\" tg-width=\"765\" tg-height=\"561\" width=\"100%\" height=\"auto\">The World Health Organization has included&nbsp;its&nbsp;vaccine NVX-CoV2373 on the emergency use list,and its&nbsp;original drug called nuvaxovidtm is currently undergoing evaluation by the European Medicines Agency.</p><p><blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单。世界卫生组织已将其疫苗NVX-CoV2373列入紧急使用清单，其名为nuvaxovidtm的原研药物目前正在接受欧洲药品管理局的评估。</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>Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</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\">\nNovavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</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\">2021-12-17 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax continued to jump nearly&nbsp;5% in morning trading as its vaccine had been included on the&nbsp;emergency use list.<img src=\"https://static.tigerbbs.com/6e0b5588f7377a98c70179cdc8612b3f\" tg-width=\"765\" tg-height=\"561\" width=\"100%\" height=\"auto\">The World Health Organization has included&nbsp;its&nbsp;vaccine NVX-CoV2373 on the emergency use list,and its&nbsp;original drug called nuvaxovidtm is currently undergoing evaluation by the European Medicines Agency.</p><p><blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单。世界卫生组织已将其疫苗NVX-CoV2373列入紧急使用清单，其名为nuvaxovidtm的原研药物目前正在接受欧洲药品管理局的评估。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155244596","content_text":"Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list.The World Health Organization has included its vaccine NVX-CoV2373 on the emergency use list,and its original drug called nuvaxovidtm is currently undergoing evaluation by the European Medicines Agency.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690782455,"gmtCreate":1639709240488,"gmtModify":1639709374207,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Can the instant buy concept be adapted in Sg? Interesting that","listText":"Can the instant buy concept be adapted in Sg? Interesting that","text":"Can the instant buy concept be adapted in Sg? Interesting that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690782455","repostId":"2191910948","repostType":4,"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690954409,"gmtCreate":1639625147113,"gmtModify":1639625147257,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"*gets popcorn*","listText":"*gets popcorn*","text":"*gets popcorn*","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690954409","repostId":"1117904160","repostType":4,"repost":{"id":"1117904160","kind":"news","pubTimestamp":1639620135,"share":"https://www.laohu8.com/m/news/1117904160?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:02","market":"us","language":"en","title":"Nio Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117904160","media":"InvestorPlace","summary":"Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about.\nLet’s ","content":"<p><div> Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about. Let’s dive into all the latest news that traders of NIO stock need to know about today.  First off, it ...</p><p><blockquote><div>蔚来（纽约证券交易所股票代码：蔚来）日即将来临，投资者有很多值得兴奋的事情。让我们深入了解蔚来股票交易者今天需要了解的所有最新消息。首先，它...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</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\">\nNio Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about. Let’s dive into all the latest news that traders of NIO stock need to know about today.  First off, it ...</p><p><blockquote><div>蔚来（纽约证券交易所股票代码：蔚来）日即将来临，投资者有很多值得兴奋的事情。让我们深入了解蔚来股票交易者今天需要了解的所有最新消息。首先，它...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">InvestorPlace</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"},"source_url":"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904160","content_text":"Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about.\nLet’s dive into all the latest news that traders of NIO stock need to know about today.\n\nFirst off, it looks like Nio Day will see the company revealing several new electric vehicles (EVs).\nThat includes a possible two new vehicle models, as well as a new vehicle brand.\nCurrent rumors claim one of the new vehicles in the ET5.\nThis is a mid-size sedan that will likely compete with other EVs on the market at a lower price than the ET7.\nTalk about the ET5 continues to heat up today after the EV company shared an image on its website.\nThis shows the outline of a still-unnamed vehicle from the company and many believe it to be the ET5.\nThere’s also talk of a potential ET(, which would be a sports coupe.\n\n\nOther rumors claim we might see the company reveal a multipurpose EV as well during the event.\nOf course, investors will have to wait until Nio Day before they can truly know what the next EVs from the company are.\nLuckily, that’s not too far away.\nNio will hold its special event on December 18, which is this Saturday.\nThe reveal event will take place at the Olympic Sports Center in Suzhou, China.\nNow we just have to wait for Nio Day to get here and confirm or bust all these rumors!","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607736097,"gmtCreate":1639586103754,"gmtModify":1639586103889,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"So is he saying to buy or don’t buy LOL","listText":"So is he saying to buy or don’t buy LOL","text":"So is he saying to buy or don’t buy LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607736097","repostId":"2191674549","repostType":2,"isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607205648,"gmtCreate":1639540142375,"gmtModify":1639540417617,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607205648","repostId":"1159300602","repostType":4,"repost":{"id":"1159300602","kind":"news","pubTimestamp":1639529768,"share":"https://www.laohu8.com/m/news/1159300602?lang=zh_CN&edition=full","pubTime":"2021-12-15 08:56","market":"us","language":"en","title":"GRAB Stock: What to Know About the Acquisition Putting Grab in the Spotlight<blockquote>Grab股票：关于让Grab成为焦点的收购需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159300602","media":"investor place","summary":"Grab (NASDAQ:GRAB) made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp.,","content":"<p><div> Grab (NASDAQ:GRAB) made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp., a special purpose acquisition company (SPAC) managed by hedge fund Altimeter Capital. However, the ...</p><p><blockquote><div>Grab（纳斯达克：GRAB）与对冲基金Altimeter Capital管理的特殊目的收购公司（SPAC）Altimeter Growth Corp.合并后，于12月2日在纳斯达克首次亮相。然而，...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/grab-stock-what-to-know-about-the-acquisition-putting-grab-in-the-spotlight-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-stock-what-to-know-about-the-acquisition-putting-grab-in-the-spotlight-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>GRAB Stock: What to Know About the Acquisition Putting Grab in the Spotlight<blockquote>Grab股票：关于让Grab成为焦点的收购需要了解什么</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\">\nGRAB Stock: What to Know About the Acquisition Putting Grab in the Spotlight<blockquote>Grab股票：关于让Grab成为焦点的收购需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investor place</strong><span class=\"h-time small\">2021-12-15 08:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Grab (NASDAQ:GRAB) made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp., a special purpose acquisition company (SPAC) managed by hedge fund Altimeter Capital. However, the ...</p><p><blockquote><div>Grab（纳斯达克：GRAB）与对冲基金Altimeter Capital管理的特殊目的收购公司（SPAC）Altimeter Growth Corp.合并后，于12月2日在纳斯达克首次亮相。然而，...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/grab-stock-what-to-know-about-the-acquisition-putting-grab-in-the-spotlight-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-stock-what-to-know-about-the-acquisition-putting-grab-in-the-spotlight-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/grab-stock-what-to-know-about-the-acquisition-putting-grab-in-the-spotlight-today/\">investor place</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":{"GRAB":"Grab Holdings"},"source_url":"https://investorplace.com/2021/12/grab-stock-what-to-know-about-the-acquisition-putting-grab-in-the-spotlight-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159300602","content_text":"Grab (NASDAQ:GRAB) made its debut on the Nasdaq on Dec. 2 after merging with Altimeter Growth Corp., a special purpose acquisition company (SPAC) managed by hedge fund Altimeter Capital. However, the ride-hailing and delivery company has experienced a rocky start, as shares of GRAB stock have declined more than 25% since. Shares are rocketing even lower today after Grab announced a major acquisition. The transaction is the largest acquisition for Grab since it acquired Ovo, an Indonesian wallet provider, earlier this year.\nSo, what is the big acquisition news?\nToday, Grab announced that it would be buying Jaya Grocer, one of the top premium supermarket chains based in Malaysia. Financial terms of the acquisition were not immediately disclosed, although a source close to the matter said the acquisition price would be between RM 1.5 billion and RM 1.8 billion. As part of the agreement, Grab will buy 100% of all Jaya Grocer ordinary shares and 75% of its preference shares. Additionally, Grab will have the option to buy the remaining preference shares after the transaction closes. Preference shareholders have priority over common stock holders when it comes to dividends, although they do not generally have voting rights.\nFurthermore, due to regulatory reasons, Grab plans to partner with a local investor, who will own 50% of the voting shares in Jaya Grocer. However, the local investor has not been disclosed yet. Grab announced that the acquisition will likely close during the first quarter of 2022.\nThe grocery chain reported RM 1.34 billion in sales for the financial year ended June 2020. Gross profit tallied in at RM 68.65 million.\nJaya Grocer has been on sale for over a year, previously rejecting offers from The Carlyle Group and CVC Capital Partners. The grocer is reportedly seeking at least RM 1.1 billion.\nFurthermore, less than a month ago, the Teng family, who founded Jaya Grocer, announced that they were buying back a 45% stake in Jaya Grocer from private equity firm AIGF Advisors for RM 411 million. AIGF Advisors first purchased its stake of Jaya Grocer in 2016 for RM 300 million. The Teng family stands to make a profit after Grab’s recent acquisition.\nShares of Grab are trading down more than 10% on the day. As a general reminder, when an acquisition occurs, the acquirer’s stock price usually goes down. However, the company getting acquired usually sees an increase in price. This is because the acquirer is using assets to satisfy the transaction, which negatively impacts the balance sheet in the short term.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604764396,"gmtCreate":1639447480426,"gmtModify":1639447536738,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Omigod","listText":"Omigod","text":"Omigod","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604764396","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604895054,"gmtCreate":1639366175004,"gmtModify":1639366175095,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Seem to be down atm though","listText":"Seem to be down atm though","text":"Seem to be down atm though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604895054","repostId":"1103876293","repostType":4,"repost":{"id":"1103876293","kind":"news","pubTimestamp":1639365728,"share":"https://www.laohu8.com/m/news/1103876293?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:22","market":"us","language":"en","title":"3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103876293","media":"Motley Fool","summary":"These three companies involve different risks, but each could supercharge your portfolio over the long term.","content":"<p>An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.</p><p><blockquote>想要进入电动汽车（EV）行业的投资者应该能够承受各种风险。但这些风险与潜在回报相平衡。毕竟，这就是投资的意义所在。</blockquote></p><p> Three EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.</p><p><blockquote>具有讽刺意味的是，三只电动汽车股票可能会在2022年及以后增强您的投资组合，但每只股票都带来了独特而重大的投资风险。没有比彻底审查其风险更好的审查潜在投资的方法了。如果您能够接受潜在的负面影响，那么现在可能是投资这些电动汽车行业名称的好时机。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcb0b015b34cd60db51bb86343dcbbe\" tg-width=\"2000\" tg-height=\"935\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: A second wind</b></p><p><blockquote><b>蔚来：第二次风</b></blockquote></p><p> Chinese EV-maker&nbsp;<b>Nio</b>(NIO)&nbsp;took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.</p><p><blockquote>中国电动汽车制造商<b>蔚来</b>（蔚来）利用了投资者的过度热情，在该公司还没有赚到一毛钱的净利润之前，就将其估值推高到了近1000亿美元。在两年前濒临破产后，该公司在资本市场筹集了资金，截至2021年9月30日，其资产负债表上目前拥有约73亿美元现金。</blockquote></p><p> That second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.</p><p><blockquote>截至11月底，第二次风使该公司累计交付了超过150,000辆汽车。蔚来报告每月交付量，下图显示了自2020年初以来他们增加出货量的速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8342eca7f9e9cb69ffa016615c11bbcb\" tg-width=\"2000\" tg-height=\"1151\" width=\"100%\" height=\"auto\"><span>Data source: Nio. Chart by author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：蔚来。作者图表。</span></p></blockquote></p><p> Nio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.</p><p><blockquote>蔚来还准备将产能翻倍并增加新车型，这阻碍了2021年10月的生产。该公司减少了上半月的产量，为将于2022年初开始销售的新款ET7豪华轿车做准备。产能的增加正值该公司将业务从本土中国扩展到欧洲之际。它已在挪威建立了业务，并打算明年在德国交付车辆。</blockquote></p><p> Those two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.</p><p><blockquote>国际能源署(IEA)表示，这两个市场应该会引领全球电动汽车的增长。2020年，中国和欧洲的电动汽车销量领先全球，总计270万辆。该机构在其2021年全球电动汽车展望中为电动汽车行业提供了未来十年的两种情景。</blockquote></p><p> By 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.</p><p><blockquote>到2030年，如果政府举措更加注重可持续发展，预计中国和欧洲将继续以至少1660万辆和多达2530万辆的数量领先。只要公司执行良好，蔚来看起来将在未来几年爆炸性增长的最大市场中处于领先地位，为投资者提供机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4accec987e9af0f29cc462664deb37d4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Lucid's luxury electric Air sedan. Image source: Lucid Group.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid的豪华电动空气轿车。图片来源：Lucid Group。</span></p></blockquote></p><p> <b>Lucid: High expectations</b></p><p><blockquote><b>Lucid：高期望</b></blockquote></p><p> Analysts and investors following the EV sector have been watching&nbsp;<b>Lucid Group</b>(LCID)&nbsp;since well before it went public by merging with a&nbsp;special purpose acquisition company (SPAC)&nbsp;in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at&nbsp;<b>Tesla</b>&nbsp;on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.</p><p><blockquote>关注电动汽车行业的分析师和投资者一直在关注<b>Lucid集团</b>(LCID)早在7月底与一家特殊目的收购公司(SPAC)合并上市之前就已上市。该公司首席执行官兼首席技术官(CTO)Peter Rawlinson曾担任首席工程师<b>特斯拉</b>关于其Model S开发计划。这让一些人相信他的新公司及其豪华电动轿车可能是这家领先电动汽车公司的第一次真正竞争。</blockquote></p><p> Lucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.</p><p><blockquote>Lucid在首次公开募股之前为投资者提供了崇高的目标和预测。该公司在2021年7月的投资者演示中表示，预计2022年销售额将超过20亿美元，但预计2021年不会有任何有意义的收入。该公司计划于2023年底推出下一代汽车Gravity豪华SUV，希望2024年收入接近100亿美元。</blockquote></p><p> But the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and&nbsp;is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.</p><p><blockquote>但美国证券交易委员会(SEC)正在审查几家通过SPAC上市的初创公司，目前正在调查Lucid提供的某些早期预测和声明。投资者尚不知道该传票的细节，但它揭示了与投资早期电动汽车公司相关的另一个风险。</blockquote></p><p> The business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being named<i>MotorTrend</i>2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.</p><p><blockquote>然而，这项业务本身已经有了一个良好的开端。Lucid首款车如期上市，Air屡获殊荣，包括被命名<i>汽车趋势</i>2022年度汽车。它还拥有环境保护署(EPA)给出的最高电动汽车电池续航里程评级，为520英里。Lucid可能正在走向伟大，但它还有很长的路要走。该公司刚刚开始生产，市值就超过730亿美元，因此需要完美执行才能证明其估值合理。</blockquote></p><p> <b>ChargePoint: Exceeding early projections</b></p><p><blockquote><b>ChargePoint：超出早期预测</b></blockquote></p><p></p><p> EV-charging network leader&nbsp;<b>ChargePoint Holdings</b>(CHPT)&nbsp;also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.</p><p><blockquote>电动汽车充电网络领导者<b>ChargePoint控股</b>(CHPT)也通过SPAC合并上市，并已作为上市公司报告了多项财务更新。Lucid如何达到自己的预测还有待观察，但到目前为止，ChargePoint已经实现了它告诉投资者的目标，甚至更多。</blockquote></p><p> In the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.</p><p><blockquote>在该公司本周发布的2022财年第三季度报告中，管理层自上市以来第二次上调了截至2022年1月31日财年的收入指引。ChargePoint在7月份的一次演示中告诉投资者，预计财年收入为1.98亿美元。现在这一数字已上升至2.35亿至2.4亿美元。</blockquote></p><p> ChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.</p><p><blockquote>ChargePoint作为一家上市公司也有了一个良好的开端。该公司预计将继续成为北美领先的充电网络公司，并在欧洲扩张。与去年同期相比，ChargePoint最近一个季度的毛利率增长了500个基点，达到25%。</blockquote></p><p> Though the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.</p><p><blockquote>尽管该公司报告的净亏损同比更大，但收入却增长了79%。随着其物理充电端口的建设，它将通过其网络订阅服务寻求盈利。其风险也不应被低估。</blockquote></p><p> There will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.</p><p><blockquote>竞争将会很激烈，但ChargePoint处于领先地位，可能会在快速增长的电动汽车充电服务蛋糕中获得很大一部分。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</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\">2021-12-13 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.</p><p><blockquote>想要进入电动汽车（EV）行业的投资者应该能够承受各种风险。但这些风险与潜在回报相平衡。毕竟，这就是投资的意义所在。</blockquote></p><p> Three EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.</p><p><blockquote>具有讽刺意味的是，三只电动汽车股票可能会在2022年及以后增强您的投资组合，但每只股票都带来了独特而重大的投资风险。没有比彻底审查其风险更好的审查潜在投资的方法了。如果您能够接受潜在的负面影响，那么现在可能是投资这些电动汽车行业名称的好时机。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcb0b015b34cd60db51bb86343dcbbe\" tg-width=\"2000\" tg-height=\"935\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: A second wind</b></p><p><blockquote><b>蔚来：第二次风</b></blockquote></p><p> Chinese EV-maker&nbsp;<b>Nio</b>(NIO)&nbsp;took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.</p><p><blockquote>中国电动汽车制造商<b>蔚来</b>（蔚来）利用了投资者的过度热情，在该公司还没有赚到一毛钱的净利润之前，就将其估值推高到了近1000亿美元。在两年前濒临破产后，该公司在资本市场筹集了资金，截至2021年9月30日，其资产负债表上目前拥有约73亿美元现金。</blockquote></p><p> That second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.</p><p><blockquote>截至11月底，第二次风使该公司累计交付了超过150,000辆汽车。蔚来报告每月交付量，下图显示了自2020年初以来他们增加出货量的速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8342eca7f9e9cb69ffa016615c11bbcb\" tg-width=\"2000\" tg-height=\"1151\" width=\"100%\" height=\"auto\"><span>Data source: Nio. Chart by author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：蔚来。作者图表。</span></p></blockquote></p><p> Nio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.</p><p><blockquote>蔚来还准备将产能翻倍并增加新车型，这阻碍了2021年10月的生产。该公司减少了上半月的产量，为将于2022年初开始销售的新款ET7豪华轿车做准备。产能的增加正值该公司将业务从本土中国扩展到欧洲之际。它已在挪威建立了业务，并打算明年在德国交付车辆。</blockquote></p><p> Those two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.</p><p><blockquote>国际能源署(IEA)表示，这两个市场应该会引领全球电动汽车的增长。2020年，中国和欧洲的电动汽车销量领先全球，总计270万辆。该机构在其2021年全球电动汽车展望中为电动汽车行业提供了未来十年的两种情景。</blockquote></p><p> By 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.</p><p><blockquote>到2030年，如果政府举措更加注重可持续发展，预计中国和欧洲将继续以至少1660万辆和多达2530万辆的数量领先。只要公司执行良好，蔚来看起来将在未来几年爆炸性增长的最大市场中处于领先地位，为投资者提供机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4accec987e9af0f29cc462664deb37d4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Lucid's luxury electric Air sedan. Image source: Lucid Group.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid的豪华电动空气轿车。图片来源：Lucid Group。</span></p></blockquote></p><p> <b>Lucid: High expectations</b></p><p><blockquote><b>Lucid：高期望</b></blockquote></p><p> Analysts and investors following the EV sector have been watching&nbsp;<b>Lucid Group</b>(LCID)&nbsp;since well before it went public by merging with a&nbsp;special purpose acquisition company (SPAC)&nbsp;in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at&nbsp;<b>Tesla</b>&nbsp;on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.</p><p><blockquote>关注电动汽车行业的分析师和投资者一直在关注<b>Lucid集团</b>(LCID)早在7月底与一家特殊目的收购公司(SPAC)合并上市之前就已上市。该公司首席执行官兼首席技术官(CTO)Peter Rawlinson曾担任首席工程师<b>特斯拉</b>关于其Model S开发计划。这让一些人相信他的新公司及其豪华电动轿车可能是这家领先电动汽车公司的第一次真正竞争。</blockquote></p><p> Lucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.</p><p><blockquote>Lucid在首次公开募股之前为投资者提供了崇高的目标和预测。该公司在2021年7月的投资者演示中表示，预计2022年销售额将超过20亿美元，但预计2021年不会有任何有意义的收入。该公司计划于2023年底推出下一代汽车Gravity豪华SUV，希望2024年收入接近100亿美元。</blockquote></p><p> But the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and&nbsp;is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.</p><p><blockquote>但美国证券交易委员会(SEC)正在审查几家通过SPAC上市的初创公司，目前正在调查Lucid提供的某些早期预测和声明。投资者尚不知道该传票的细节，但它揭示了与投资早期电动汽车公司相关的另一个风险。</blockquote></p><p> The business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being named<i>MotorTrend</i>2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.</p><p><blockquote>然而，这项业务本身已经有了一个良好的开端。Lucid首款车如期上市，Air屡获殊荣，包括被命名<i>汽车趋势</i>2022年度汽车。它还拥有环境保护署(EPA)给出的最高电动汽车电池续航里程评级，为520英里。Lucid可能正在走向伟大，但它还有很长的路要走。该公司刚刚开始生产，市值就超过730亿美元，因此需要完美执行才能证明其估值合理。</blockquote></p><p> <b>ChargePoint: Exceeding early projections</b></p><p><blockquote><b>ChargePoint：超出早期预测</b></blockquote></p><p></p><p> EV-charging network leader&nbsp;<b>ChargePoint Holdings</b>(CHPT)&nbsp;also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.</p><p><blockquote>电动汽车充电网络领导者<b>ChargePoint控股</b>(CHPT)也通过SPAC合并上市，并已作为上市公司报告了多项财务更新。Lucid如何达到自己的预测还有待观察，但到目前为止，ChargePoint已经实现了它告诉投资者的目标，甚至更多。</blockquote></p><p> In the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.</p><p><blockquote>在该公司本周发布的2022财年第三季度报告中，管理层自上市以来第二次上调了截至2022年1月31日财年的收入指引。ChargePoint在7月份的一次演示中告诉投资者，预计财年收入为1.98亿美元。现在这一数字已上升至2.35亿至2.4亿美元。</blockquote></p><p> ChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.</p><p><blockquote>ChargePoint作为一家上市公司也有了一个良好的开端。该公司预计将继续成为北美领先的充电网络公司，并在欧洲扩张。与去年同期相比，ChargePoint最近一个季度的毛利率增长了500个基点，达到25%。</blockquote></p><p> Though the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.</p><p><blockquote>尽管该公司报告的净亏损同比更大，但收入却增长了79%。随着其物理充电端口的建设，它将通过其网络订阅服务寻求盈利。其风险也不应被低估。</blockquote></p><p> There will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.</p><p><blockquote>竞争将会很激烈，但ChargePoint处于领先地位，可能会在快速增长的电动汽车充电服务蛋糕中获得很大一部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/12/3-supercharged-ev-stocks-to-buy-in-2022-and-beyond/\">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":{"NIO":"蔚来","CHPT":"ChargePoint Holdings Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/12/3-supercharged-ev-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103876293","content_text":"An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.\nThree EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.\nImage source: Getty Images.\nNio: A second wind\nChinese EV-maker Nio(NIO) took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.\nThat second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.\nData source: Nio. Chart by author.\nNio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.\nThose two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.\nBy 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.\nLucid's luxury electric Air sedan. Image source: Lucid Group.\nLucid: High expectations\nAnalysts and investors following the EV sector have been watching Lucid Group(LCID) since well before it went public by merging with a special purpose acquisition company (SPAC) in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at Tesla on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.\nLucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.\nBut the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.\nThe business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being namedMotorTrend2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.\nChargePoint: Exceeding early projections\nEV-charging network leader ChargePoint Holdings(CHPT) also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.\nIn the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.\nChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.\nThough the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.\nThere will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.","news_type":1,"symbols_score_info":{"CHPT":0.9,"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604896370,"gmtCreate":1639365949010,"gmtModify":1639365949109,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"What can he not do 🤪","listText":"What can he not do 🤪","text":"What can he not do 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button","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604977366","repostId":"1148141788","repostType":4,"repost":{"id":"1148141788","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":1639147224,"share":"https://www.laohu8.com/m/news/1148141788?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:40","market":"us","language":"en","title":"Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148141788","media":"Tiger Newspress","summary":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","content":"<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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>Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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; 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stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148141788","content_text":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604974558,"gmtCreate":1639324119404,"gmtModify":1639324119491,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Interesting companies","listText":"Interesting companies","text":"Interesting companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604974558","repostId":"2190679207","repostType":4,"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605515477,"gmtCreate":1639190027948,"gmtModify":1639190183102,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Up in 2022","listText":"Up in 2022","text":"Up in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605515477","repostId":"1148141788","repostType":4,"repost":{"id":"1148141788","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":1639147224,"share":"https://www.laohu8.com/m/news/1148141788?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:40","market":"us","language":"en","title":"Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148141788","media":"Tiger Newspress","summary":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","content":"<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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>Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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; 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#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\">\nVaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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\">2021-12-10 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148141788","content_text":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605515957,"gmtCreate":1639189975801,"gmtModify":1639190181590,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Down down down","listText":"Down down down","text":"Down down down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605515957","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","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":1639148939,"share":"https://www.laohu8.com/m/news/1134450838?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后，早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" 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>Grab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</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; 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}\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\">\nGrab shares dropped another 9% in morning trading<blockquote>Grab股价早盘再下跌9%</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\">2021-12-10 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p><p><blockquote>Grab股价继昨天下跌超过9%后，早盘又下跌9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" 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":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605152809,"gmtCreate":1639133994682,"gmtModify":1639133994754,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"To grab or not to grab 🤣","listText":"To grab or not to grab 🤣","text":"To grab or not to grab 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605152809","repostId":"1133845166","repostType":4,"repost":{"id":"1133845166","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":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" 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>Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote></title>\n<style 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17:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" 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":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605964259,"gmtCreate":1639102795311,"gmtModify":1639102795386,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Long term buy, definitely 😬","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Long term buy, definitely 😬","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Long term buy, definitely 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605964259","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605076216,"gmtCreate":1639097491742,"gmtModify":1639097491879,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"It’s never truly free","listText":"It’s never truly free","text":"It’s never truly free","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605076216","repostId":"1171554247","repostType":4,"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602231662,"gmtCreate":1639024073155,"gmtModify":1639024073155,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Lel","listText":"Lel","text":"Lel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602231662","repostId":"1109878657","repostType":4,"repost":{"id":"1109878657","kind":"news","pubTimestamp":1639017005,"share":"https://www.laohu8.com/m/news/1109878657?lang=zh_CN&edition=full","pubTime":"2021-12-09 10:30","market":"us","language":"en","title":"MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109878657","media":"InvestorPlace","summary":"The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in ","content":"<p><div> The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks. According to the Roundhill MEME ETF website, it tracks the “25 equal-...</p><p><blockquote><div>新的Roundhill MEME ETF（NYSEAMERICAN：MEME）已上线，随之而来的是投资各种MEME股票的机会。根据Roundhill MEME ETF网站，它跟踪“25等于-...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</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\">\nMEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-09 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks. According to the Roundhill MEME ETF website, it tracks the “25 equal-...</p><p><blockquote><div>新的Roundhill MEME ETF（NYSEAMERICAN：MEME）已上线，随之而来的是投资各种MEME股票的机会。根据Roundhill MEME ETF网站，它跟踪“25等于-...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">InvestorPlace</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":{"UPST":"Upstart Holdings, Inc.","CLOV":"Clover Health Corp","MEME":"Roundhill Meme Stock ETF","AMC":"AMC院线","TDOC":"Teladoc Health Inc.","SNAP":"Snap Inc","DKNG":"DraftKings Inc.","TLRY":"Tilray Inc.","SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109878657","content_text":"The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks.\nAccording to the Roundhill MEME ETF website, it tracks the “25 equal-weighted U.S. listed equity securities that exhibit a combination of elevated social media activity and high short interest.” It’s also worth pointing out that many of the companies in this ETF are penny stocks. So handle with care.\nLet’s jump into that list below to see the top 10 holdings in the Roundhill MEME ETF.\nRoundhill MEME ETF Top 10 Holdings\n\nContextLogic(NASDAQ:WISH) stock starts us off as the largest holding at 4.39%.\nDigital World Acquisition(NASDAQ:DWAC) shares are up next with a 4.36% holding.\nUpstart Holdings(NASDAQ:UPST) stock joins the list with a 4.34%  weight.\nDraftkings(NASDAQ:DKNG) shares make the list with a 4.24% holding.\nSoFi Technologies(NASDAQ:SOFI) stock hits the halfway point with a 4.21% weight.\nSnap(NYSE:SNAP) is another meme stock in the ETF with a 4.14% holding.\nAMC Entertainment(NYSE:AMC) is a major meme stock and the ETF has a 4.11%% holding.\nClover Health Investments(NASDAQ:CLOV) stock secures its spot on the list with a 4.11% weight.\nTeladoc Health(NYSE:TDOC) shares are next to last with a 4.09% holding.\nTilray(NASDAQ:TLRY) stock finishes off the top 10 Roundhill MEME ETF holdings at 4.06%.","news_type":1,"symbols_score_info":{"CLOV":0.9,"SNAP":0.9,"DKNG":0.9,"AMC":0.9,"UPST":0.9,"TLRY":0.9,"SOFI":0.9,"TDOC":0.9,"DWAC":0.9,"WISH":0.9,"MEME":0.9}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":604974558,"gmtCreate":1639324119404,"gmtModify":1639324119491,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Interesting companies","listText":"Interesting companies","text":"Interesting companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604974558","repostId":"2190679207","repostType":4,"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605152809,"gmtCreate":1639133994682,"gmtModify":1639133994754,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"To grab or not to grab 🤣","listText":"To grab or not to grab 🤣","text":"To grab or not to grab 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605152809","repostId":"1133845166","repostType":4,"repost":{"id":"1133845166","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":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" 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>Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</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\">\nGrab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</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\">2021-12-10 17:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" 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":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605964259,"gmtCreate":1639102795311,"gmtModify":1639102795386,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Long term buy, definitely 😬","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Long term buy, definitely 😬","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Long term buy, definitely 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605964259","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607736097,"gmtCreate":1639586103754,"gmtModify":1639586103889,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"So is he saying to buy or don’t buy LOL","listText":"So is he saying to buy or don’t buy LOL","text":"So is he saying to buy or don’t buy LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607736097","repostId":"2191674549","repostType":2,"isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604895054,"gmtCreate":1639366175004,"gmtModify":1639366175095,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Seem to be down atm though","listText":"Seem to be down atm though","text":"Seem to be down atm though","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604895054","repostId":"1103876293","repostType":4,"repost":{"id":"1103876293","kind":"news","pubTimestamp":1639365728,"share":"https://www.laohu8.com/m/news/1103876293?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:22","market":"us","language":"en","title":"3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103876293","media":"Motley Fool","summary":"These three companies involve different risks, but each could supercharge your portfolio over the long term.","content":"<p>An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.</p><p><blockquote>想要进入电动汽车（EV）行业的投资者应该能够承受各种风险。但这些风险与潜在回报相平衡。毕竟，这就是投资的意义所在。</blockquote></p><p> Three EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.</p><p><blockquote>具有讽刺意味的是，三只电动汽车股票可能会在2022年及以后增强您的投资组合，但每只股票都带来了独特而重大的投资风险。没有比彻底审查其风险更好的审查潜在投资的方法了。如果您能够接受潜在的负面影响，那么现在可能是投资这些电动汽车行业名称的好时机。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcb0b015b34cd60db51bb86343dcbbe\" tg-width=\"2000\" tg-height=\"935\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: A second wind</b></p><p><blockquote><b>蔚来：第二次风</b></blockquote></p><p> Chinese EV-maker&nbsp;<b>Nio</b>(NIO)&nbsp;took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.</p><p><blockquote>中国电动汽车制造商<b>蔚来</b>（蔚来）利用了投资者的过度热情，在该公司还没有赚到一毛钱的净利润之前，就将其估值推高到了近1000亿美元。在两年前濒临破产后，该公司在资本市场筹集了资金，截至2021年9月30日，其资产负债表上目前拥有约73亿美元现金。</blockquote></p><p> That second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.</p><p><blockquote>截至11月底，第二次风使该公司累计交付了超过150,000辆汽车。蔚来报告每月交付量，下图显示了自2020年初以来他们增加出货量的速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8342eca7f9e9cb69ffa016615c11bbcb\" tg-width=\"2000\" tg-height=\"1151\" width=\"100%\" height=\"auto\"><span>Data source: Nio. Chart by author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：蔚来。作者图表。</span></p></blockquote></p><p> Nio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.</p><p><blockquote>蔚来还准备将产能翻倍并增加新车型，这阻碍了2021年10月的生产。该公司减少了上半月的产量，为将于2022年初开始销售的新款ET7豪华轿车做准备。产能的增加正值该公司将业务从本土中国扩展到欧洲之际。它已在挪威建立了业务，并打算明年在德国交付车辆。</blockquote></p><p> Those two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.</p><p><blockquote>国际能源署(IEA)表示，这两个市场应该会引领全球电动汽车的增长。2020年，中国和欧洲的电动汽车销量领先全球，总计270万辆。该机构在其2021年全球电动汽车展望中为电动汽车行业提供了未来十年的两种情景。</blockquote></p><p> By 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.</p><p><blockquote>到2030年，如果政府举措更加注重可持续发展，预计中国和欧洲将继续以至少1660万辆和多达2530万辆的数量领先。只要公司执行良好，蔚来看起来将在未来几年爆炸性增长的最大市场中处于领先地位，为投资者提供机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4accec987e9af0f29cc462664deb37d4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Lucid's luxury electric Air sedan. Image source: Lucid Group.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid的豪华电动空气轿车。图片来源：Lucid Group。</span></p></blockquote></p><p> <b>Lucid: High expectations</b></p><p><blockquote><b>Lucid：高期望</b></blockquote></p><p> Analysts and investors following the EV sector have been watching&nbsp;<b>Lucid Group</b>(LCID)&nbsp;since well before it went public by merging with a&nbsp;special purpose acquisition company (SPAC)&nbsp;in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at&nbsp;<b>Tesla</b>&nbsp;on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.</p><p><blockquote>关注电动汽车行业的分析师和投资者一直在关注<b>Lucid集团</b>(LCID)早在7月底与一家特殊目的收购公司(SPAC)合并上市之前就已上市。该公司首席执行官兼首席技术官(CTO)Peter Rawlinson曾担任首席工程师<b>特斯拉</b>关于其Model S开发计划。这让一些人相信他的新公司及其豪华电动轿车可能是这家领先电动汽车公司的第一次真正竞争。</blockquote></p><p> Lucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.</p><p><blockquote>Lucid在首次公开募股之前为投资者提供了崇高的目标和预测。该公司在2021年7月的投资者演示中表示，预计2022年销售额将超过20亿美元，但预计2021年不会有任何有意义的收入。该公司计划于2023年底推出下一代汽车Gravity豪华SUV，希望2024年收入接近100亿美元。</blockquote></p><p> But the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and&nbsp;is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.</p><p><blockquote>但美国证券交易委员会(SEC)正在审查几家通过SPAC上市的初创公司，目前正在调查Lucid提供的某些早期预测和声明。投资者尚不知道该传票的细节，但它揭示了与投资早期电动汽车公司相关的另一个风险。</blockquote></p><p> The business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being named<i>MotorTrend</i>2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.</p><p><blockquote>然而，这项业务本身已经有了一个良好的开端。Lucid首款车如期上市，Air屡获殊荣，包括被命名<i>汽车趋势</i>2022年度汽车。它还拥有环境保护署(EPA)给出的最高电动汽车电池续航里程评级，为520英里。Lucid可能正在走向伟大，但它还有很长的路要走。该公司刚刚开始生产，市值就超过730亿美元，因此需要完美执行才能证明其估值合理。</blockquote></p><p> <b>ChargePoint: Exceeding early projections</b></p><p><blockquote><b>ChargePoint：超出早期预测</b></blockquote></p><p></p><p> EV-charging network leader&nbsp;<b>ChargePoint Holdings</b>(CHPT)&nbsp;also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.</p><p><blockquote>电动汽车充电网络领导者<b>ChargePoint控股</b>(CHPT)也通过SPAC合并上市，并已作为上市公司报告了多项财务更新。Lucid如何达到自己的预测还有待观察，但到目前为止，ChargePoint已经实现了它告诉投资者的目标，甚至更多。</blockquote></p><p> In the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.</p><p><blockquote>在该公司本周发布的2022财年第三季度报告中，管理层自上市以来第二次上调了截至2022年1月31日财年的收入指引。ChargePoint在7月份的一次演示中告诉投资者，预计财年收入为1.98亿美元。现在这一数字已上升至2.35亿至2.4亿美元。</blockquote></p><p> ChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.</p><p><blockquote>ChargePoint作为一家上市公司也有了一个良好的开端。该公司预计将继续成为北美领先的充电网络公司，并在欧洲扩张。与去年同期相比，ChargePoint最近一个季度的毛利率增长了500个基点，达到25%。</blockquote></p><p> Though the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.</p><p><blockquote>尽管该公司报告的净亏损同比更大，但收入却增长了79%。随着其物理充电端口的建设，它将通过其网络订阅服务寻求盈利。其风险也不应被低估。</blockquote></p><p> There will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.</p><p><blockquote>竞争将会很激烈，但ChargePoint处于领先地位，可能会在快速增长的电动汽车充电服务蛋糕中获得很大一部分。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Supercharged Electric-Vehicle Stocks to Buy in 2022 and Beyond<blockquote>2022年及以后值得买入的3只增压电动汽车股票</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\">2021-12-13 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.</p><p><blockquote>想要进入电动汽车（EV）行业的投资者应该能够承受各种风险。但这些风险与潜在回报相平衡。毕竟，这就是投资的意义所在。</blockquote></p><p> Three EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.</p><p><blockquote>具有讽刺意味的是，三只电动汽车股票可能会在2022年及以后增强您的投资组合，但每只股票都带来了独特而重大的投资风险。没有比彻底审查其风险更好的审查潜在投资的方法了。如果您能够接受潜在的负面影响，那么现在可能是投资这些电动汽车行业名称的好时机。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcb0b015b34cd60db51bb86343dcbbe\" tg-width=\"2000\" tg-height=\"935\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: A second wind</b></p><p><blockquote><b>蔚来：第二次风</b></blockquote></p><p> Chinese EV-maker&nbsp;<b>Nio</b>(NIO)&nbsp;took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.</p><p><blockquote>中国电动汽车制造商<b>蔚来</b>（蔚来）利用了投资者的过度热情，在该公司还没有赚到一毛钱的净利润之前，就将其估值推高到了近1000亿美元。在两年前濒临破产后，该公司在资本市场筹集了资金，截至2021年9月30日，其资产负债表上目前拥有约73亿美元现金。</blockquote></p><p> That second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.</p><p><blockquote>截至11月底，第二次风使该公司累计交付了超过150,000辆汽车。蔚来报告每月交付量，下图显示了自2020年初以来他们增加出货量的速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8342eca7f9e9cb69ffa016615c11bbcb\" tg-width=\"2000\" tg-height=\"1151\" width=\"100%\" height=\"auto\"><span>Data source: Nio. Chart by author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：蔚来。作者图表。</span></p></blockquote></p><p> Nio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.</p><p><blockquote>蔚来还准备将产能翻倍并增加新车型，这阻碍了2021年10月的生产。该公司减少了上半月的产量，为将于2022年初开始销售的新款ET7豪华轿车做准备。产能的增加正值该公司将业务从本土中国扩展到欧洲之际。它已在挪威建立了业务，并打算明年在德国交付车辆。</blockquote></p><p> Those two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.</p><p><blockquote>国际能源署(IEA)表示，这两个市场应该会引领全球电动汽车的增长。2020年，中国和欧洲的电动汽车销量领先全球，总计270万辆。该机构在其2021年全球电动汽车展望中为电动汽车行业提供了未来十年的两种情景。</blockquote></p><p> By 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.</p><p><blockquote>到2030年，如果政府举措更加注重可持续发展，预计中国和欧洲将继续以至少1660万辆和多达2530万辆的数量领先。只要公司执行良好，蔚来看起来将在未来几年爆炸性增长的最大市场中处于领先地位，为投资者提供机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4accec987e9af0f29cc462664deb37d4\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Lucid's luxury electric Air sedan. Image source: Lucid Group.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Lucid的豪华电动空气轿车。图片来源：Lucid Group。</span></p></blockquote></p><p> <b>Lucid: High expectations</b></p><p><blockquote><b>Lucid：高期望</b></blockquote></p><p> Analysts and investors following the EV sector have been watching&nbsp;<b>Lucid Group</b>(LCID)&nbsp;since well before it went public by merging with a&nbsp;special purpose acquisition company (SPAC)&nbsp;in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at&nbsp;<b>Tesla</b>&nbsp;on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.</p><p><blockquote>关注电动汽车行业的分析师和投资者一直在关注<b>Lucid集团</b>(LCID)早在7月底与一家特殊目的收购公司(SPAC)合并上市之前就已上市。该公司首席执行官兼首席技术官(CTO)Peter Rawlinson曾担任首席工程师<b>特斯拉</b>关于其Model S开发计划。这让一些人相信他的新公司及其豪华电动轿车可能是这家领先电动汽车公司的第一次真正竞争。</blockquote></p><p> Lucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.</p><p><blockquote>Lucid在首次公开募股之前为投资者提供了崇高的目标和预测。该公司在2021年7月的投资者演示中表示，预计2022年销售额将超过20亿美元，但预计2021年不会有任何有意义的收入。该公司计划于2023年底推出下一代汽车Gravity豪华SUV，希望2024年收入接近100亿美元。</blockquote></p><p> But the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and&nbsp;is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.</p><p><blockquote>但美国证券交易委员会(SEC)正在审查几家通过SPAC上市的初创公司，目前正在调查Lucid提供的某些早期预测和声明。投资者尚不知道该传票的细节，但它揭示了与投资早期电动汽车公司相关的另一个风险。</blockquote></p><p> The business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being named<i>MotorTrend</i>2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.</p><p><blockquote>然而，这项业务本身已经有了一个良好的开端。Lucid首款车如期上市，Air屡获殊荣，包括被命名<i>汽车趋势</i>2022年度汽车。它还拥有环境保护署(EPA)给出的最高电动汽车电池续航里程评级，为520英里。Lucid可能正在走向伟大，但它还有很长的路要走。该公司刚刚开始生产，市值就超过730亿美元，因此需要完美执行才能证明其估值合理。</blockquote></p><p> <b>ChargePoint: Exceeding early projections</b></p><p><blockquote><b>ChargePoint：超出早期预测</b></blockquote></p><p></p><p> EV-charging network leader&nbsp;<b>ChargePoint Holdings</b>(CHPT)&nbsp;also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.</p><p><blockquote>电动汽车充电网络领导者<b>ChargePoint控股</b>(CHPT)也通过SPAC合并上市，并已作为上市公司报告了多项财务更新。Lucid如何达到自己的预测还有待观察，但到目前为止，ChargePoint已经实现了它告诉投资者的目标，甚至更多。</blockquote></p><p> In the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.</p><p><blockquote>在该公司本周发布的2022财年第三季度报告中，管理层自上市以来第二次上调了截至2022年1月31日财年的收入指引。ChargePoint在7月份的一次演示中告诉投资者，预计财年收入为1.98亿美元。现在这一数字已上升至2.35亿至2.4亿美元。</blockquote></p><p> ChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.</p><p><blockquote>ChargePoint作为一家上市公司也有了一个良好的开端。该公司预计将继续成为北美领先的充电网络公司，并在欧洲扩张。与去年同期相比，ChargePoint最近一个季度的毛利率增长了500个基点，达到25%。</blockquote></p><p> Though the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.</p><p><blockquote>尽管该公司报告的净亏损同比更大，但收入却增长了79%。随着其物理充电端口的建设，它将通过其网络订阅服务寻求盈利。其风险也不应被低估。</blockquote></p><p> There will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.</p><p><blockquote>竞争将会很激烈，但ChargePoint处于领先地位，可能会在快速增长的电动汽车充电服务蛋糕中获得很大一部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/12/3-supercharged-ev-stocks-to-buy-in-2022-and-beyond/\">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":{"NIO":"蔚来","CHPT":"ChargePoint Holdings Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/12/3-supercharged-ev-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103876293","content_text":"An investor who wants to dive into the electric-vehicle (EV) sector should be comfortable with a variety of risks. But those risks balance with potential rewards. That's what investing is all about, after all.\nThree EV stocks that could supercharge your portfolio in 2022 and beyond ironically also each bring a unique and significant risk as an investment. There's no better way to vet a potential investment than to thoroughly review its risks. If you can be comfortable with the potential downside, now might be a good time to invest in these EV-sector names.\nImage source: Getty Images.\nNio: A second wind\nChinese EV-maker Nio(NIO) took advantage of excessive investor enthusiasm, which drove its valuation to nearly $100 billion before the company had earned a dime in net earnings. After flirting with bankruptcy as recently as two years ago, the company raised money in the capital markets, and now has about $7.3 billion in cash on its balance sheet as of Sept. 30, 2021.\nThat second wind has resulted in the company delivering more than 150,000 cumulative vehicles, as of the end of November. Nio reports monthly deliveries, and the below chart shows how fast they have ramped up shipments since the start of 2020.\nData source: Nio. Chart by author.\nNio is also preparing to double its capacity and add new models, which hindered production in October 2021. The company took production down for the first half of the month in preparation for the new ET7 luxury sedan it will begin selling early in 2022. The increase in production capacity comes as the company is branching out of its native China into Europe. It has established a presence in Norway and intends to deliver vehicles in Germany next year.\nThose two markets should lead global growth in EVs, according to the International Energy Agency (IEA). EV sales in China and Europe led the world in 2020, with a combined total of 2.7 million units. In its 2021 global EV outlook, the agency offered two scenarios for the EV sector over the next decade.\nBy 2030, it expects China and Europe to continue to lead the way with at least 16.6 million vehicles and as many as 25.3 million, if government initiatives focus more on sustainability. Nio looks to be in a prime spot in the biggest markets for explosive growth in the coming years, giving investors an opportunity, as long as the company executes well.\nLucid's luxury electric Air sedan. Image source: Lucid Group.\nLucid: High expectations\nAnalysts and investors following the EV sector have been watching Lucid Group(LCID) since well before it went public by merging with a special purpose acquisition company (SPAC) in late July. Peter Rawlinson, the company's CEO and chief technology officer (CTO), worked as lead engineer at Tesla on its Model S development program. That made some believe his new company and its luxury electric sedans could be the first true competition for the leading EV company.\nLucid provided investors with lofty goals and projections prior to its public debut. Without expecting any meaningful revenue in 2021, the company said in a July 2021 investor presentation that it expects sales to exceed $2 billion in 2022. With plans to introduce its next vehicle, the Gravity luxury SUV, in late 2023, it hopes to be close to $10 billion in revenue for 2024.\nBut the Securities and Exchange Commission (SEC) is scrutinizing several start-up companies that have gone public via SPAC and is now looking into certain early projections and statements that Lucid provided. Investors don't yet know the details of that subpoena, but it illuminates another risk associated with investing in early stage EV companies.\nThe business itself is off to a good start, however. Lucid's first car launched on schedule, and the Air has won accolades, including being namedMotorTrend2022 Car of the Year. It also has the highest EV battery-range rating given by the Environmental Protection Agency (EPA), at 520 miles. Lucid may be on a path to greatness, but it still has a long road ahead. With a market cap of over $73 billion just as it is beginning production,it will need to execute perfectly to justify its valuation.\nChargePoint: Exceeding early projections\nEV-charging network leader ChargePoint Holdings(CHPT) also went public through a SPAC merger and has reported multiple financial updates as a public company already. How Lucid measures up to its own projections remains to be seen, but so far, ChargePoint has achieved what it told investors it would, and more.\nIn the company's fiscal third-quarter 2022 report released this week, management increased revenue guidance for the fiscal-year period ending Jan. 31, 2022 for the second time since its public debut. ChargePoint told investors in a July presentation that it expected fiscal-year revenue of $198 million. That's now been moved up to a range of $235 million to $240 million.\nChargePoint is also off to a fine start as a public company. It expects to continue to be the leading North American charging-network company and is also expanding in Europe. ChargePoint's gross margin increased 500 basis points to 25% in its most-recent quarter, compared to the prior-year period.\nThough the company reported a larger net loss year over year, it increased revenue by 79%. As it builds out its physical charging ports, it will look toward profitability through its network subscription services. Its risks should also not be minimized.\nThere will be plenty of competition, but ChargePoint has a head start and could be in position to gain a large piece of the rapidly growing EV charging-services pie.","news_type":1,"symbols_score_info":{"CHPT":0.9,"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602233273,"gmtCreate":1639023992417,"gmtModify":1639023992417,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Awesome?","listText":"Awesome?","text":"Awesome?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602233273","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604764396,"gmtCreate":1639447480426,"gmtModify":1639447536738,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Omigod","listText":"Omigod","text":"Omigod","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604764396","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604896370,"gmtCreate":1639365949010,"gmtModify":1639365949109,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"What can he not do 🤪","listText":"What can he not do 🤪","text":"What can he not do 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604896370","repostId":"1133066635","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699532644,"gmtCreate":1639835604542,"gmtModify":1639835604646,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Bye bye $5000","listText":"Bye bye $5000","text":"Bye bye $5000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699532644","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602231662,"gmtCreate":1639024073155,"gmtModify":1639024073155,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Lel","listText":"Lel","text":"Lel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602231662","repostId":"1109878657","repostType":4,"repost":{"id":"1109878657","kind":"news","pubTimestamp":1639017005,"share":"https://www.laohu8.com/m/news/1109878657?lang=zh_CN&edition=full","pubTime":"2021-12-09 10:30","market":"us","language":"en","title":"MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109878657","media":"InvestorPlace","summary":"The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in ","content":"<p><div> The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks. According to the Roundhill MEME ETF website, it tracks the “25 equal-...</p><p><blockquote><div>新的Roundhill MEME ETF（NYSEAMERICAN：MEME）已上线，随之而来的是投资各种MEME股票的机会。根据Roundhill MEME ETF网站，它跟踪“25等于-...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</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\">\nMEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors<blockquote>MEME ETF：新Roundhill基金为MEME股票投资者提供的十大持股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-09 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks. According to the Roundhill MEME ETF website, it tracks the “25 equal-...</p><p><blockquote><div>新的Roundhill MEME ETF（NYSEAMERICAN：MEME）已上线，随之而来的是投资各种MEME股票的机会。根据Roundhill MEME ETF网站，它跟踪“25等于-...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/\">InvestorPlace</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":{"UPST":"Upstart Holdings, Inc.","CLOV":"Clover Health Corp","MEME":"Roundhill Meme Stock ETF","AMC":"AMC院线","TDOC":"Teladoc Health Inc.","SNAP":"Snap Inc","DKNG":"DraftKings Inc.","TLRY":"Tilray Inc.","SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/12/meme-etf-the-top-10-holdings-of-the-new-roundhill-fund-for-meme-stock-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109878657","content_text":"The new Roundhill MEME ETF(NYSEAMERICAN:MEME) is live and with it comes an opportunity to invest in a wide variety of meme stocks.\nAccording to the Roundhill MEME ETF website, it tracks the “25 equal-weighted U.S. listed equity securities that exhibit a combination of elevated social media activity and high short interest.” It’s also worth pointing out that many of the companies in this ETF are penny stocks. So handle with care.\nLet’s jump into that list below to see the top 10 holdings in the Roundhill MEME ETF.\nRoundhill MEME ETF Top 10 Holdings\n\nContextLogic(NASDAQ:WISH) stock starts us off as the largest holding at 4.39%.\nDigital World Acquisition(NASDAQ:DWAC) shares are up next with a 4.36% holding.\nUpstart Holdings(NASDAQ:UPST) stock joins the list with a 4.34%  weight.\nDraftkings(NASDAQ:DKNG) shares make the list with a 4.24% holding.\nSoFi Technologies(NASDAQ:SOFI) stock hits the halfway point with a 4.21% weight.\nSnap(NYSE:SNAP) is another meme stock in the ETF with a 4.14% holding.\nAMC Entertainment(NYSE:AMC) is a major meme stock and the ETF has a 4.11%% holding.\nClover Health Investments(NASDAQ:CLOV) stock secures its spot on the list with a 4.11% weight.\nTeladoc Health(NYSE:TDOC) shares are next to last with a 4.09% holding.\nTilray(NASDAQ:TLRY) stock finishes off the top 10 Roundhill MEME ETF holdings at 4.06%.","news_type":1,"symbols_score_info":{"CLOV":0.9,"SNAP":0.9,"DKNG":0.9,"AMC":0.9,"UPST":0.9,"TLRY":0.9,"SOFI":0.9,"TDOC":0.9,"DWAC":0.9,"WISH":0.9,"MEME":0.9}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693864151,"gmtCreate":1640003086281,"gmtModify":1640006258460,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Finally yassss","listText":"Finally yassss","text":"Finally yassss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693864151","repostId":"1100813350","repostType":4,"isVote":1,"tweetType":1,"viewCount":2479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699198072,"gmtCreate":1639753931617,"gmtModify":1639753931755,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Happy NIO year 2022 🎉","listText":"Happy NIO year 2022 🎉","text":"Happy NIO year 2022 🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699198072","repostId":"2192462941","repostType":4,"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699193553,"gmtCreate":1639753886318,"gmtModify":1639753922096,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Oh yeah","listText":"Oh yeah","text":"Oh yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699193553","repostId":"1155244596","repostType":4,"repost":{"id":"1155244596","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":1639752003,"share":"https://www.laohu8.com/m/news/1155244596?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:40","market":"us","language":"en","title":"Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155244596","media":"Tiger Newspress","summary":"Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emerg","content":"<p>Novavax continued to jump nearly&nbsp;5% in morning trading as its vaccine had been included on the&nbsp;emergency use list.<img src=\"https://static.tigerbbs.com/6e0b5588f7377a98c70179cdc8612b3f\" tg-width=\"765\" tg-height=\"561\" width=\"100%\" height=\"auto\">The World Health Organization has included&nbsp;its&nbsp;vaccine NVX-CoV2373 on the emergency use list,and its&nbsp;original drug called nuvaxovidtm is currently undergoing evaluation by the European Medicines Agency.</p><p><blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单。世界卫生组织已将其疫苗NVX-CoV2373列入紧急使用清单，其名为nuvaxovidtm的原研药物目前正在接受欧洲药品管理局的评估。</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>Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</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\">\nNovavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list<blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单</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\">2021-12-17 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Novavax continued to jump nearly&nbsp;5% in morning trading as its vaccine had been included on the&nbsp;emergency use list.<img src=\"https://static.tigerbbs.com/6e0b5588f7377a98c70179cdc8612b3f\" tg-width=\"765\" tg-height=\"561\" width=\"100%\" height=\"auto\">The World Health Organization has included&nbsp;its&nbsp;vaccine NVX-CoV2373 on the emergency use list,and its&nbsp;original drug called nuvaxovidtm is currently undergoing evaluation by the European Medicines Agency.</p><p><blockquote>Novavax早盘继续上涨近5%，因其疫苗已被列入紧急使用清单。世界卫生组织已将其疫苗NVX-CoV2373列入紧急使用清单，其名为nuvaxovidtm的原研药物目前正在接受欧洲药品管理局的评估。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155244596","content_text":"Novavax continued to jump nearly 5% in morning trading as its vaccine had been included on the emergency use list.The World Health Organization has included its vaccine NVX-CoV2373 on the emergency use list,and its original drug called nuvaxovidtm is currently undergoing evaluation by the European Medicines Agency.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601606845,"gmtCreate":1638517233821,"gmtModify":1638517233925,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Time to buy or wait some more 🤔","listText":"Time to buy or wait some more 🤔","text":"Time to buy or wait some more 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601606845","repostId":"1108760971","repostType":2,"repost":{"id":"1108760971","kind":"news","pubTimestamp":1638499412,"share":"https://www.laohu8.com/m/news/1108760971?lang=zh_CN&edition=full","pubTime":"2021-12-03 10:43","market":"us","language":"en","title":"Grab SPAC Merger Alert: 8 Things to Know as GRAB Stock Falls 20% on Its Nasdaq Debut<blockquote>Grab SPAC合并警报：Grab股价在纳斯达克首次亮相时下跌20%，需要了解的8件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108760971","media":"InvestorPlace","summary":"Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairl","content":"<p><div> Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairly muted reaction from investors. The Singapore-based company first piqued investors’ attention with ...</p><p><blockquote><div>东南亚网约车和食品配送公司Grab（纳斯达克：GRAB）今天上市，投资者反应相当平静。这家总部位于新加坡的公司首先引起了投资者的关注……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Grab SPAC Merger Alert: 8 Things to Know as GRAB Stock Falls 20% on Its Nasdaq Debut<blockquote>Grab SPAC合并警报：Grab股价在纳斯达克首次亮相时下跌20%，需要了解的8件事</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\">\nGrab SPAC Merger Alert: 8 Things to Know as GRAB Stock Falls 20% on Its Nasdaq Debut<blockquote>Grab SPAC合并警报：Grab股价在纳斯达克首次亮相时下跌20%，需要了解的8件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-03 10:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairly muted reaction from investors. The Singapore-based company first piqued investors’ attention with ...</p><p><blockquote><div>东南亚网约车和食品配送公司Grab（纳斯达克：GRAB）今天上市，投资者反应相当平静。这家总部位于新加坡的公司首先引起了投资者的关注……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">InvestorPlace</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":{"GRAB":"Grab Holdings"},"source_url":"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108760971","content_text":"Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairly muted reaction from investors. The Singapore-based company first piqued investors’ attention with its array of super apps across financial, delivery and transportation services. Despite opening at $12.40 this morning, GRAB stock has steadily declined, currently sitting at $8.75 at market close, more than 20% down on the day.\nGrab is one of many highly anticipated companies that have gone public via special purpose acquisition company (SPAC) mergers. Indeed, it’s been a packed field for SPAC mergers this season. More and more companies opt to go public via SPAC nowadays, as it has the potential to save tremendous amounts of time and money in their initial public offerings (IPOs). Not every company thrives off of it, however, as is evident this afternoon.\nGrab Chief Executive Anthony Tan commented onGRAB’s downtrend today. “The price makes no difference to me. I’m going to celebrate tonight and get back to work tomorrow,” Tan said.\nSo, what else should investors know about GRAB stock today?\n8 Things to Know as GRAB Stock Slides Today\n\nGRAB’s backdoor listing comes after an agreement with U.S. tech SPAC, Altimeter Growth Corp.\nThe deal saw GRAB raise $4.5 billion in funding, including $750 million from Altimeter.\nGrab is a high-growth contender. Some expect the Southeast Asia digital economy to double by 2025.\nThe company began as a Malaysia-based taxi app in 2012. Since then, it’s expanded into various other industries and mobile services.\nAdditionally, GRAB has support from some big players. Indeed, Toyota(NYSE:TM), Microsoft(NASDAQ:MSFT) and Uber(NYSE:UBER) each have a stake in the company.\nUnfortunately, Grab had less-than stellar revenue numbers to report this past quarter. Revenue was down 9% year-over-year, mostly attributed to Covid-19-related lockdowns across Southeast Asia, especially Vietnam.\nHowever, Grab is aiming for profitability by 2023. At that point, the burgeoning Southeast Asian internet economy is expected to have grown substantially.\nThe super apps are operational in more than 465 cities across eight countries and offer everything from food-delivery to investment services.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603219439,"gmtCreate":1638412026989,"gmtModify":1638413897158,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Buy the dip!","listText":"Buy the dip!","text":"Buy the dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603219439","repostId":"1196358645","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690954409,"gmtCreate":1639625147113,"gmtModify":1639625147257,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"*gets popcorn*","listText":"*gets popcorn*","text":"*gets popcorn*","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690954409","repostId":"1117904160","repostType":4,"repost":{"id":"1117904160","kind":"news","pubTimestamp":1639620135,"share":"https://www.laohu8.com/m/news/1117904160?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:02","market":"us","language":"en","title":"Nio Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117904160","media":"InvestorPlace","summary":"Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about.\nLet’s ","content":"<p><div> Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about. Let’s dive into all the latest news that traders of NIO stock need to know about today.  First off, it ...</p><p><blockquote><div>蔚来（纽约证券交易所股票代码：蔚来）日即将来临，投资者有很多值得兴奋的事情。让我们深入了解蔚来股票交易者今天需要了解的所有最新消息。首先，它...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</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\">\nNio Day 2022: 13 Things for Nio Stock Investors to Expect on Dec. 18<blockquote>2022年蔚来日：12月18日蔚来股票投资者值得期待的13件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about. Let’s dive into all the latest news that traders of NIO stock need to know about today.  First off, it ...</p><p><blockquote><div>蔚来（纽约证券交易所股票代码：蔚来）日即将来临，投资者有很多值得兴奋的事情。让我们深入了解蔚来股票交易者今天需要了解的所有最新消息。首先，它...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/\">InvestorPlace</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"},"source_url":"https://investorplace.com/2021/12/nio-day-2022-13-things-for-nio-stock-investors-to-expect-on-dec-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904160","content_text":"Nio(NYSE:NIO) Day is quickly approaching and there’s a lot for investors to be excited about.\nLet’s dive into all the latest news that traders of NIO stock need to know about today.\n\nFirst off, it looks like Nio Day will see the company revealing several new electric vehicles (EVs).\nThat includes a possible two new vehicle models, as well as a new vehicle brand.\nCurrent rumors claim one of the new vehicles in the ET5.\nThis is a mid-size sedan that will likely compete with other EVs on the market at a lower price than the ET7.\nTalk about the ET5 continues to heat up today after the EV company shared an image on its website.\nThis shows the outline of a still-unnamed vehicle from the company and many believe it to be the ET5.\nThere’s also talk of a potential ET(, which would be a sports coupe.\n\n\nOther rumors claim we might see the company reveal a multipurpose EV as well during the event.\nOf course, investors will have to wait until Nio Day before they can truly know what the next EVs from the company are.\nLuckily, that’s not too far away.\nNio will hold its special event on December 18, which is this Saturday.\nThe reveal event will take place at the Olympic Sports Center in Suzhou, China.\nNow we just have to wait for Nio Day to get here and confirm or bust all these rumors!","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604977366,"gmtCreate":1639324205276,"gmtModify":1639324205370,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Is there a dislike button","listText":"Is there a dislike button","text":"Is there a dislike button","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604977366","repostId":"1148141788","repostType":4,"repost":{"id":"1148141788","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":1639147224,"share":"https://www.laohu8.com/m/news/1148141788?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:40","market":"us","language":"en","title":"Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148141788","media":"Tiger Newspress","summary":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","content":"<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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>Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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\">\nVaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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\">2021-12-10 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148141788","content_text":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605515477,"gmtCreate":1639190027948,"gmtModify":1639190183102,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Up in 2022","listText":"Up in 2022","text":"Up in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605515477","repostId":"1148141788","repostType":4,"repost":{"id":"1148141788","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":1639147224,"share":"https://www.laohu8.com/m/news/1148141788?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:40","market":"us","language":"en","title":"Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148141788","media":"Tiger Newspress","summary":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","content":"<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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>Vaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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; 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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\">\nVaccine stocks dropped in morning trading<blockquote>疫苗股早盘下跌</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\">2021-12-10 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks dropped in morning trading.Moderna,BioNTech&nbsp;and&nbsp;Novavax&nbsp;fell&nbsp;between 2% and 11%.</p><p><blockquote>疫苗股早盘下跌。Moderna、BioNTech和Novavax跌幅在2%至11%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d3f84cfc9f83b59cf14210d41d97111a\" tg-width=\"415\" tg-height=\"302\" 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":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148141788","content_text":"Vaccine stocks dropped in morning trading.Moderna,BioNTech and Novavax fell between 2% and 11%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602091844,"gmtCreate":1638936127905,"gmtModify":1638936127905,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Here we gooo","listText":"Here we gooo","text":"Here we gooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602091844","repostId":"2189420631","repostType":4,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699649010,"gmtCreate":1639796322812,"gmtModify":1639796380788,"author":{"id":"3586577983191661","authorId":"3586577983191661","name":"Guaslackjack","avatar":"https://static.tigerbbs.com/24e4124cffdea60f8b2aa5b3ba1651b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586577983191661","idStr":"3586577983191661"},"themes":[],"htmlText":"Now that’s some good intel 😉","listText":"Now that’s some good intel 😉","text":"Now that’s some good intel 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699649010","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye，为其雄心勃勃的增长计划筹集资金。在本笔记中，我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍，被严重低估，因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye很容易获得50-100B美元的估值。因此，英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后，英特尔仍将继续以多数股权控制Mobileye，英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此，英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨，但英特尔（纳斯达克：INTC）的估值（约12倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有减弱的迹象，英特尔正在出售其能生产的所有产品。2021年，英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将分拆的Mobileye，它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划，以让这家半导体巨头重回过去的辉煌（在前任管理层的一些糟糕执行之后）。理论上，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远的影响。随着电动汽车革命，对汽车芯片的需求将会激增。因此，芯片短缺可能会持续很多年。只有少数公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划，预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期，计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值（按P/FCF计算），通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一，管理层当然没有兴趣疏远更多的投资者群体。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行，英特尔的资产负债表和自由现金流产生足够强大，可以承担更多债务。然而，由于与AMD等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流也可能在短期内受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约40B美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务，Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶（市场上最热门的领域之一）领域的领先企业，在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此，剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉！是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年，英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来，Mobileye实现了显着的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同，Mobileye已经是一家高利润公司。因此，英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中，Mobileye的收入为$13.6亿，营业利润为$4.71亿（营业利润率约为35%）。此外，Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑，推出了量产robotaxi（网络将于2022年上线），并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之，Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线，Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场，英特尔可能会获得现金增长（交易倍数很高），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术（以及未来的Robotaxi业务）而将Mobileye与特斯拉（纳斯达克：TSLA）进行了比较，但我认为它更适合英伟达。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小，我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye的IPO估值可能在$50B至$70B之间。然而，让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的转变加速，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长，Mobileye的利润率可能会上升。因此，当业务成熟且增长放缓（未来十年或二十年内不会发生）时，Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye每股价值约15美元，市值约为60B美元。本次估值工作中使用的假设是保守的，这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内（而不是我们估计的25%），那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值，特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多，并且考虑到它可能成为AV技术的行业标准（通过利用与福特、宝马和许多其他汽车制造商的现有关系），我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后，英特尔在2022年的收入仍将约为$730亿，对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一（事实并非如此，因为英特尔仍将通过多数股权控制Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去Mobileye）的每股价值仍约为70美元（市值约为2800亿美元）（此估值练习可在我之前有关英特尔的文章中找到）。因此，分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右，通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye的估值可能达到500亿至1000亿美元，我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树，它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值，我预计英特尔将在未来12-24个月内实现大幅资本增值。因此，我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</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\">\nIntel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO可能是绝妙之举</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-17 07:49</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>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于2022年中期通过IPO分拆Mobileye，为其雄心勃勃的增长计划筹集资金。在本笔记中，我们将讨论这个事务的逻辑。</li><li>Mobileye是自动驾驶汽车技术的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为9倍，被严重低估，因此Mobileye的估值受到抑制。此次IPO可能会成为英特尔的一次重大价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye很容易获得50-100B美元的估值。因此，英特尔可以通过出售少量股份来筹集一大笔资金。</li><li>即使在IPO之后，英特尔仍将继续以多数股权控制Mobileye，英特尔首席执行官帕特·基辛格(Pat Gelsinger)将作为董事会主席塑造Mobileye的未来。因此，英特尔通过这笔交易两全其美。我对英特尔的强烈买入评级为50美元。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去18-24个月内出现了惊人的上涨，但英特尔（纳斯达克：INTC）的估值（约12倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有减弱的迹象，英特尔正在出售其能生产的所有产品。2021年，英特尔将创造创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成强劲。通胀环境应该支持像英特尔这样的现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将分拆的Mobileye，它很可能成为这家芯片巨头的价值解锁催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读Mobileye IPO背后的逻辑开始我们的分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆Mobileye背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格(Pat Gelsinger)概述了一项积极的混合采购和代工计划，以让这家半导体巨头重回过去的辉煌（在前任管理层的一些糟糕执行之后）。理论上，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境并重新获得节点级别的技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远的影响。随着电动汽车革命，对汽车芯片的需求将会激增。因此，芯片短缺可能会持续很多年。只有少数公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)为英特尔提出了一项积极的增长计划，预计该公司在2023年至2027年期间的复合年增长率将达到约10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个沉重的资本支出周期，计划将2022年的资本支出增加至约250亿至280亿美元。由于英特尔的股票交易接近过去10年的历史最低估值（按P/FCF计算），通过发行新股票筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最讨厌的股票之一，管理层当然没有兴趣疏远更多的投资者群体。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过债务发行，英特尔的资产负债表和自由现金流产生足够强大，可以承担更多债务。然而，由于与AMD等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流也可能在短期内受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约40B美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金以资助英特尔增长计划的唯一可行替代方案。如果我们看看英特尔的业务，Mobileye可能是埋藏在企业集团大幅折扣下的最被低估的资产。Mobileye是自动驾驶（市场上最热门的领域之一）领域的领先企业，在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年为其支付的价格高得多。因此，剥离Mobileye是英特尔管理层做出的一个非常合理且合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉！是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017年，英特尔以约153亿美元的惊人价格收购了Mobileye。自此次收购以来，Mobileye实现了显着的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术规模化部署中最关键的问题。与大多数IPO不同，Mobileye已经是一家高利润公司。因此，英特尔可以通过出售Mobileye的少数股权来获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>在过去12个月中，Mobileye的收入为$13.6亿，营业利润为$4.71亿（营业利润率约为35%）。此外，Mobileye还实现了交付第1亿颗EyeQ SOC的里程碑，推出了量产robotaxi（网络将于2022年上线），并与30家传统汽车制造商赢得了41个新的ADAS和全自动驾驶项目。简而言之，Mobileye从技术和财务角度都取得了巨大进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于Mobileye一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将保持不变，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其robotaxi网络将于2022年上线，Mobileye可能会成为第一个将L3/L4 AV技术推向市场的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye惊人的增长故事被埋在英特尔的保护伞下。通过将Mobileye作为一个独立实体推向公开市场，英特尔可能会获得现金增长（交易倍数很高），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管Pat因其AV技术（以及未来的Robotaxi业务）而将Mobileye与特斯拉（纳斯达克：TSLA）进行了比较，但我认为它更适合英伟达。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来猜测Mobileye的估值。由于其规模相对较小，我预计Mobileye的市盈率将高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye的IPO估值可能在$50B至$70B之间。然而，让我们也使用Mobileye的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计Mobileye的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为了确定Mobileye的公允价值，我们将采用我们专有的估值模型。它的含义如下：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流按我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，模型考虑了已发行股票变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们将十年结束时未来增长前景的估值正常化。然后，我们使用今天的股价和10年末的预计股价得出CAGR。如果这比市场高出足够的幅度，我们就投资。如果没有，我们等待一个更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一家快速增长、利润丰厚的企业。凭借庞大的TAM和领先的ADAS自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的转变加速，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年复合年增长率可能非常保守。随着MoovitAV robotaxi网络的增长，Mobileye的利润率可能会上升。因此，当业务成熟且增长放缓（未来十年或二十年内不会发生）时，Mobileye的FCF利润率可能会轻松徘徊在30%以上。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye每股价值约15美元，市值约为60B美元。本次估值工作中使用的假设是保守的，这意味着Mobileye的价值可能超过$60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果Mobileye的10年复合年增长率在30%-50%范围内（而不是我们估计的25%），那么Mobileye的公允价值将约为88B美元至340B美元。按照1T美元的估值，特斯拉隐含的10年复合年增长率约为50%。由于Mobileye的基础要小得多，并且考虑到它可能成为AV技术的行业标准（通过利用与福特、宝马和许多其他汽车制造商的现有关系），我认为Mobileye拥有比特斯拉更好的机会实现如此高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在分拆Mobileye之后，英特尔在2022年的收入仍将约为$730亿，对其现金流产生的影响几乎为零。尽管英特尔将在这笔交易中失去其关键资产之一（事实并非如此，因为英特尔仍将通过多数股权控制Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去Mobileye）的每股价值仍约为70美元（市值约为2800亿美元）（此估值练习可在我之前有关英特尔的文章中找到）。因此，分拆Mobileye极有可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在200B美元左右，通过股票发行筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务融资变得麻烦。Mobileye是英特尔增长较快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这些钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye的估值可能达到500亿至1000亿美元，我认为英特尔最终将从Mobileye IPO中筹集约100亿至150亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一棵被严重低估的摇钱树，它支付着健康且不断增长的股息。随着Mobileye IPO将释放英特尔的一些隐藏价值，我预计英特尔将在未来12-24个月内实现大幅资本增值。因此，我继续给予英特尔50美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我将英特尔评级为50美元的强力买入。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝投资愉快。请在下面的评论区分享你的想法、担忧和/或问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">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":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}