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2021-08-27

$XIAOMI-W(01810)$no worry

2021-08-25

No war good for mankind and stock marlet

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2021-07-25

NIO BATTERY AS A SERCIVE WILL BE THEIR CORE ADVANTAGES IF OTHER EV PLAYER PARTNERING THEIR SHARE SERVICE. WIN WIN FOR BOTH....

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

2021-07-25

If benchmarks against Telsa, the stock price is still traded at discount... plus NIO has strong support from local market.. big big potential. !!

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

2021-09-14

$SINGAPORE AIRLINES LTD(C6L.SI)$backed by singapore government

2021-08-18

Unregulated currency.. risk on country financial stability!!

Crypto is '95% fraud, hype, noise and confusion,' says Fed's Neel Kashkari<blockquote>美联储尼尔·卡什卡里(Neel Kashkari)表示，加密货币“95%是欺诈、炒作、噪音和混乱”</blockquote>

2021-08-12

Is not the time to raise interest rate as Delta virus still not under control!

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2021-09-20

$NIO Inc.(NIO)$is time to sell liao

2021-08-31

$NIO Inc.(NIO)$[流泪]

2021-08-03

As a financial hub in the region.. these local 3 bank is the pilar of singapore ecomomy.. !! Stable and worth to hold for long term.

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05:40","market":"us","language":"zh","title":"外媒头条：美联储可能上演历史罕见鹰派转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2191098415","media":"市场资讯","summary":"　　纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。　　这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。　　经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b>\n</blockquote>\n<blockquote>\n <b>2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克当选时代杂志2021年度风云人物</b>\n</blockquote>\n<blockquote>\n <b>4、牛津大学：omicron毒株能削弱两针<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>或<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>疫苗的保护力</b>\n</blockquote>\n<blockquote>\n <b>5、七国集团财长承诺解决供应链问题并避免未来重演</b>\n</blockquote>\n<blockquote>\n <b>6、小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ce56c82d6c11f45604012124909fbdc4\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b></p>\n<p>纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。</p>\n<p>调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。</p>\n<p>这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。</p>\n<p>调查还显示，消费者对经济的乐观程度下降。</p>\n<p>调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e2ae248c8736422a112e3a316d6b9\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b></p>\n<p>经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。</p>\n<p>超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。</p>\n<p>这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。</p>\n<p>“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。</p>\n<p><img src=\"https://n.sinaimg.cn/tech/transform/395/w512h683/20211213/2dd2-a526974a89f50d8229b23ab688835d45.png\" tg-width=\"512\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物</b></p>\n<p>据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。</p>\n<p>《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用<a href=\"https://laohu8.com/S/000591\">太阳能</a>服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。</p>\n<p><img src=\"https://static.tigerbbs.com/4133304c52fa226b469ba60f980192f1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力</b></p>\n<p>研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。</p>\n<p>牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。</p>\n<p>阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。</p>\n<p>“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”</p>\n<p><img src=\"https://static.tigerbbs.com/7eb99a948e8b987f3e2c4401c8f7e901\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>七国集团财长承诺解决供应链问题并避免未来重演</b></p>\n<p>七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。</p>\n<p>由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。</p>\n<p>在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。</p>\n<p>英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d92536ec41518383402813fee58b8bc\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。</p>\n<p>“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”</p>\n<p>在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。</p>\n<p>Feroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。</p>\n<p>此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。</p>","source":"sina","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>外媒头条：美联储可能上演历史罕见鹰派转变</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n外媒头条：美联储可能上演历史罕见鹰派转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 05:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SPY":"标普500ETF",".DJI":"道琼斯","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","DOG":"道指ETF-ProShares做空","BK4559":"巴菲特持仓","SH":"做空标普500-Proshares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","QQQ":"纳指100ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares","BK4534":"瑞士信贷持仓","DDM":"2倍做多道指ETF-ProShares","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191098415","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n\n\n纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。\n调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。\n这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。\n调查还显示，消费者对经济的乐观程度下降。\n调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。\n\n加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。\n超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。\n这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。\n“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。\n\n特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。\n《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用太阳能服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。\n\n牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。\n牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。\n阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。\n“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”\n\n七国集团财长承诺解决供应链问题并避免未来重演\n七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。\n由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。\n在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。\n英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。\n\n小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n摩根大通首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。\n“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”\n在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。\nFeroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。\n此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"DXD":0.9,"DDM":0.9,"PSQ":0.9,"DJX":0.9,"SDOW":0.9,"OEX":0.9,"QQQ":0.9,"ESmain":0.9,"DOG":0.9,"SPXU":0.9,"SDS":0.9,"OEF":0.9,".SPX":0.9,"UPRO":0.9,"SPY":0.9,"SQQQ":0.9,"TQQQ":0.9,"QID":0.9,"QLD":0.9,".DJI":0.9,"UDOW":0.9,"SSO":0.9,"NQmain":0.9,"MNQmain":0.9,"IVV":0.9,"SH":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602174040,"gmtCreate":1639003429073,"gmtModify":1639003430008,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087728163353730","idStr":"4087728163353730"},"themes":[],"htmlText":"Weaker fatal impact as compare to deltA&nbsp;","listText":"Weaker fatal impact as compare to deltA&nbsp;","text":"Weaker fatal impact as compare to deltA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602174040","repostId":"1100353648","repostType":4,"repost":{"id":"1100353648","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":1638975407,"share":"https://www.laohu8.com/m/news/1100353648?lang=zh_CN&edition=full","pubTime":"2021-12-08 22:56","market":"us","language":"en","title":"Airlines and cruise line stocks jumped in morning trading<blockquote>航空公司和邮轮公司股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100353648","media":"Tiger Newspress","summary":"Airlines and cruise line stocks jumped in morning trading.","content":"<p>Airlines and cruise line stocks jumped in morning trading.</p><p><blockquote>航空公司和邮轮公司股票在早盘交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/994b55083be6d042bbbfb1c0599d47cd\" tg-width=\"407\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0947f84e60588e489e2e964fe5a018dc\" tg-width=\"405\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></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>Airlines and cruise line stocks jumped in morning trading<blockquote>航空公司和邮轮公司股票早盘上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\nAirlines and cruise line stocks jumped in morning trading<blockquote>航空公司和邮轮公司股票早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 22:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Airlines and cruise line stocks jumped in morning trading.</p><p><blockquote>航空公司和邮轮公司股票在早盘交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/994b55083be6d042bbbfb1c0599d47cd\" tg-width=\"407\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0947f84e60588e489e2e964fe5a018dc\" tg-width=\"405\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空","NCLH":"挪威邮轮","BA":"波音","SAVE":"Spirit Airlines","JBLU":"捷蓝航空","RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮","UAL":"联合大陆航空","AAL":"美国航空","LUV":"西南航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100353648","content_text":"Airlines and cruise line stocks jumped in morning trading.","news_type":1,"symbols_score_info":{"LUV":0.9,"JBLU":0.9,"CCL":0.9,"NCLH":0.9,"AAL":0.9,"SAVE":0.9,"BA":0.9,"UAL":0.9,"RCL":0.9,"DAL":0.9}},"isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609289714,"gmtCreate":1638285816187,"gmtModify":1638285816331,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087728163353730","idStr":"4087728163353730"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609289714","repostId":"2187588069","repostType":4,"isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609158822,"gmtCreate":1638256091015,"gmtModify":1638256152265,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087728163353730","idStr":"4087728163353730"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609158822","repostId":"1133554588","repostType":2,"repost":{"id":"1133554588","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638251163,"share":"https://www.laohu8.com/m/news/1133554588?lang=zh_CN&edition=full","pubTime":"2021-11-30 13:46","market":"sh","language":"zh","title":"一句话再度引发市场恐慌！全球风险资产午后跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1133554588","media":"老虎资讯综合","summary":"莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n\n周二（11月30日）午后，一则消息引发各大市场再度跳水。英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎","content":"<blockquote>\n 莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n</blockquote>\n<p>周二（11月30日）午后，一则消息引发各大市场再度跳水。<b>英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。</b></p>\n<p>美股股指期货短线跳水，道指期货跌超1%，标普500指数期货跌0.9%，纳指期货跌0.6%。富时中国A50指数期货跌1%。欧洲斯托克50指数期货跌1.3%，英国富时100指数期货跌0.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/89ec8e8db5444bfe79b316ab5c16de4d\" tg-width=\"385\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p>\n<p>恒指跌2%，大型科技股普遍下挫。阿里巴巴跌约3.5%，续刷历史低位。恒生科技指数跌2%。成分股中，比亚迪电子跌9.26%，网易跌7.82%，美团跌4.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/6408ef61959f4ecc5435ae701a73e912\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5d9283ae7d60cf10eefa46b966ff1d7d\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n<p>截止发稿，美、布两油期货日内跌幅达2%，分别报68.47美元/桶和71.67美元/桶。原油系期货持续走低，低硫燃料油（LU）主力合约跌近6%，燃料油主力合约跌超4%，SC原油主力合约跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/1cf8153cd39372806e3478f570c2ecf1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/11cb622357f5c8094e7cf1634fced10e\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>莫德纳CEO Stephane Bancel在接受英国金融时报采访时警告称，<b>制药公司需要几个月时间才能大规模生产新的疫苗以应对该毒株。</b>Bancel说，这种毒株有大量的突变并在南非迅速传播，这表明目前批次的疫苗可能需要在明年进行更新。他说：</p>\n<blockquote>\n “我认为没有哪种（疫苗）有效性能达到同样的水平，这将会是一次实质性的下降。我不知道会下降多少，因为仍需要等待数据。”\n</blockquote>\n<p>Bancel称，该公司认为这种新毒株具有高度传染性，但至少需要两周时间才能确定现有疫苗针对奥密克戎变异毒株的有效性。</p>\n<p>Bancel发表上述评论之际，其他公共卫生专家和政界人士正试图对现有疫苗对奥密克戎提供保护的能力发出更乐观的声音。</p>\n<p>周一，辉瑞首席执行官Albert Bourla表示，该公司<b>将在两三周内了解到现有新冠疫苗应对新变异毒株奥密克戎的效力如何</b>，而且预计即便是在最糟糕的情况下，现有疫苗仍对该毒株有一定的防护效力，新毒株不可能完全突破现有疫苗的防护。</p>\n<p>美国总统乔拜登表示，奥密克戎是“令人担忧的原因，而不是恐慌的原因”，并补充说政府的医学专家“相信疫苗将继续提供一定程度保护，可预防严重疾病”。</p>\n<p>莫德纳和辉瑞目前正在研究针对奥密克戎变体的新疫苗，世界卫生组织称其构成“非常高的风险”。</p>\n<p>Bancel表示，有关现有疫苗如何对抗奥密克戎变体以及它是否会导致严重疾病的数据应该会在两周内提供。但他表示，针对奥密克戎的疫苗的大规模生产还需要几个月的时间，并表示可能有理由在此期间为老年人或免疫系统受损的人提供更有效的加强剂。</p>\n<p>美国疾病控制和预防中心（CDC）周一已经加强了对新冠疫苗加强针的建议，其告诉美国所有成年人，在奥密克戎新冠变异株越来越受关注的情况下，他们“应该”多打一针。CDC建议每位成年人应该在接种辉瑞或莫德纳双剂疫苗的六个月后或接种强生单剂疫苗的两个月后接种加强针。</p>\n<p>CDC主任瓦伦斯基（Rochelle Walensky）在声明中称：</p>\n<blockquote>\n “\n <b>最近出现的奥密克戎变异株（B.1.1.529）进一步强调了接种疫苗、接种加强针和预防工作的重要性。</b>来自南非的早期数据表明该毒株的传播性增加，美国和世界各地的科学家正在紧急研究与该变种有关的疫苗效力。”\n</blockquote>\n<p>奥密克戎的出现也让全球公共卫生官员更加担心冬季新冠病例激增和疫苗保护度下降的问题。</p>\n<p>本月发表在《科学》杂志上的一项研究发现，<b>从今年2月到10月（还未出现奥密克戎），辉瑞双剂疫苗预防感染的功效已从86%下降到43%；莫德纳双剂疫苗从89%下降到58%；强生单剂疫苗从86%下降到13%。</b></p>\n<p>疫苗效力下降，意味着市场对其加强针的需求增加，自奥密克戎出现后，辉瑞股价一度再创历史新高，莫德纳股价也回到近两个月的高位。</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>一句话再度引发市场恐慌！全球风险资产午后跳水</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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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n一句话再度引发市场恐慌！全球风险资产午后跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-30 13:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n</blockquote>\n<p>周二（11月30日）午后，一则消息引发各大市场再度跳水。<b>英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。</b></p>\n<p>美股股指期货短线跳水，道指期货跌超1%，标普500指数期货跌0.9%，纳指期货跌0.6%。富时中国A50指数期货跌1%。欧洲斯托克50指数期货跌1.3%，英国富时100指数期货跌0.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/89ec8e8db5444bfe79b316ab5c16de4d\" tg-width=\"385\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p>\n<p>恒指跌2%，大型科技股普遍下挫。阿里巴巴跌约3.5%，续刷历史低位。恒生科技指数跌2%。成分股中，比亚迪电子跌9.26%，网易跌7.82%，美团跌4.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/6408ef61959f4ecc5435ae701a73e912\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5d9283ae7d60cf10eefa46b966ff1d7d\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n<p>截止发稿，美、布两油期货日内跌幅达2%，分别报68.47美元/桶和71.67美元/桶。原油系期货持续走低，低硫燃料油（LU）主力合约跌近6%，燃料油主力合约跌超4%，SC原油主力合约跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/1cf8153cd39372806e3478f570c2ecf1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/11cb622357f5c8094e7cf1634fced10e\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>莫德纳CEO Stephane Bancel在接受英国金融时报采访时警告称，<b>制药公司需要几个月时间才能大规模生产新的疫苗以应对该毒株。</b>Bancel说，这种毒株有大量的突变并在南非迅速传播，这表明目前批次的疫苗可能需要在明年进行更新。他说：</p>\n<blockquote>\n “我认为没有哪种（疫苗）有效性能达到同样的水平，这将会是一次实质性的下降。我不知道会下降多少，因为仍需要等待数据。”\n</blockquote>\n<p>Bancel称，该公司认为这种新毒株具有高度传染性，但至少需要两周时间才能确定现有疫苗针对奥密克戎变异毒株的有效性。</p>\n<p>Bancel发表上述评论之际，其他公共卫生专家和政界人士正试图对现有疫苗对奥密克戎提供保护的能力发出更乐观的声音。</p>\n<p>周一，辉瑞首席执行官Albert Bourla表示，该公司<b>将在两三周内了解到现有新冠疫苗应对新变异毒株奥密克戎的效力如何</b>，而且预计即便是在最糟糕的情况下，现有疫苗仍对该毒株有一定的防护效力，新毒株不可能完全突破现有疫苗的防护。</p>\n<p>美国总统乔拜登表示，奥密克戎是“令人担忧的原因，而不是恐慌的原因”，并补充说政府的医学专家“相信疫苗将继续提供一定程度保护，可预防严重疾病”。</p>\n<p>莫德纳和辉瑞目前正在研究针对奥密克戎变体的新疫苗，世界卫生组织称其构成“非常高的风险”。</p>\n<p>Bancel表示，有关现有疫苗如何对抗奥密克戎变体以及它是否会导致严重疾病的数据应该会在两周内提供。但他表示，针对奥密克戎的疫苗的大规模生产还需要几个月的时间，并表示可能有理由在此期间为老年人或免疫系统受损的人提供更有效的加强剂。</p>\n<p>美国疾病控制和预防中心（CDC）周一已经加强了对新冠疫苗加强针的建议，其告诉美国所有成年人，在奥密克戎新冠变异株越来越受关注的情况下，他们“应该”多打一针。CDC建议每位成年人应该在接种辉瑞或莫德纳双剂疫苗的六个月后或接种强生单剂疫苗的两个月后接种加强针。</p>\n<p>CDC主任瓦伦斯基（Rochelle Walensky）在声明中称：</p>\n<blockquote>\n “\n <b>最近出现的奥密克戎变异株（B.1.1.529）进一步强调了接种疫苗、接种加强针和预防工作的重要性。</b>来自南非的早期数据表明该毒株的传播性增加，美国和世界各地的科学家正在紧急研究与该变种有关的疫苗效力。”\n</blockquote>\n<p>奥密克戎的出现也让全球公共卫生官员更加担心冬季新冠病例激增和疫苗保护度下降的问题。</p>\n<p>本月发表在《科学》杂志上的一项研究发现，<b>从今年2月到10月（还未出现奥密克戎），辉瑞双剂疫苗预防感染的功效已从86%下降到43%；莫德纳双剂疫苗从89%下降到58%；强生单剂疫苗从86%下降到13%。</b></p>\n<p>疫苗效力下降，意味着市场对其加强针的需求增加，自奥密克戎出现后，辉瑞股价一度再创历史新高，莫德纳股价也回到近两个月的高位。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133554588","content_text":"莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n\n周二（11月30日）午后，一则消息引发各大市场再度跳水。英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n美股股指期货短线跳水，道指期货跌超1%，标普500指数期货跌0.9%，纳指期货跌0.6%。富时中国A50指数期货跌1%。欧洲斯托克50指数期货跌1.3%，英国富时100指数期货跌0.4%。\n\n恒指跌2%，大型科技股普遍下挫。阿里巴巴跌约3.5%，续刷历史低位。恒生科技指数跌2%。成分股中，比亚迪电子跌9.26%，网易跌7.82%，美团跌4.9%。\n\n截止发稿，美、布两油期货日内跌幅达2%，分别报68.47美元/桶和71.67美元/桶。原油系期货持续走低，低硫燃料油（LU）主力合约跌近6%，燃料油主力合约跌超4%，SC原油主力合约跌超3%。\n\n莫德纳CEO Stephane Bancel在接受英国金融时报采访时警告称，制药公司需要几个月时间才能大规模生产新的疫苗以应对该毒株。Bancel说，这种毒株有大量的突变并在南非迅速传播，这表明目前批次的疫苗可能需要在明年进行更新。他说：\n\n “我认为没有哪种（疫苗）有效性能达到同样的水平，这将会是一次实质性的下降。我不知道会下降多少，因为仍需要等待数据。”\n\nBancel称，该公司认为这种新毒株具有高度传染性，但至少需要两周时间才能确定现有疫苗针对奥密克戎变异毒株的有效性。\nBancel发表上述评论之际，其他公共卫生专家和政界人士正试图对现有疫苗对奥密克戎提供保护的能力发出更乐观的声音。\n周一，辉瑞首席执行官Albert Bourla表示，该公司将在两三周内了解到现有新冠疫苗应对新变异毒株奥密克戎的效力如何，而且预计即便是在最糟糕的情况下，现有疫苗仍对该毒株有一定的防护效力，新毒株不可能完全突破现有疫苗的防护。\n美国总统乔拜登表示，奥密克戎是“令人担忧的原因，而不是恐慌的原因”，并补充说政府的医学专家“相信疫苗将继续提供一定程度保护，可预防严重疾病”。\n莫德纳和辉瑞目前正在研究针对奥密克戎变体的新疫苗，世界卫生组织称其构成“非常高的风险”。\nBancel表示，有关现有疫苗如何对抗奥密克戎变体以及它是否会导致严重疾病的数据应该会在两周内提供。但他表示，针对奥密克戎的疫苗的大规模生产还需要几个月的时间，并表示可能有理由在此期间为老年人或免疫系统受损的人提供更有效的加强剂。\n美国疾病控制和预防中心（CDC）周一已经加强了对新冠疫苗加强针的建议，其告诉美国所有成年人，在奥密克戎新冠变异株越来越受关注的情况下，他们“应该”多打一针。CDC建议每位成年人应该在接种辉瑞或莫德纳双剂疫苗的六个月后或接种强生单剂疫苗的两个月后接种加强针。\nCDC主任瓦伦斯基（Rochelle Walensky）在声明中称：\n\n “\n 最近出现的奥密克戎变异株（B.1.1.529）进一步强调了接种疫苗、接种加强针和预防工作的重要性。来自南非的早期数据表明该毒株的传播性增加，美国和世界各地的科学家正在紧急研究与该变种有关的疫苗效力。”\n\n奥密克戎的出现也让全球公共卫生官员更加担心冬季新冠病例激增和疫苗保护度下降的问题。\n本月发表在《科学》杂志上的一项研究发现，从今年2月到10月（还未出现奥密克戎），辉瑞双剂疫苗预防感染的功效已从86%下降到43%；莫德纳双剂疫苗从89%下降到58%；强生单剂疫苗从86%下降到13%。\n疫苗效力下降，意味着市场对其加强针的需求增加，自奥密克戎出现后，辉瑞股价一度再创历史新高，莫德纳股价也回到近两个月的高位。","news_type":1,"symbols_score_info":{"HSTECH":0.9,"HSI":0.9,"YMmain":0.9,"BZmain":0.9,"NQmain":0.9,"ESmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874387810,"gmtCreate":1637731573441,"gmtModify":1637732127030,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087728163353730","idStr":"4087728163353730"},"themes":[],"htmlText":"It is just temporary issue for Xiami to compromise the production volume.. as it fight for diff segment.. secondary mass market .. sure will recoup ''its second spot.&nbsp;","listText":"It is just temporary issue for Xiami to compromise the production volume.. as it fight for diff segment.. secondary mass market .. sure will recoup ''its second spot.&nbsp;","text":"It is just temporary issue for Xiami to compromise the production volume.. as it fight for diff segment.. secondary mass market .. sure will recoup ''its second spot.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874387810","repostId":"1107838719","repostType":2,"repost":{"id":"1107838719","kind":"news","pubTimestamp":1637721083,"share":"https://www.laohu8.com/m/news/1107838719?lang=zh_CN&edition=full","pubTime":"2021-11-24 10:31","market":"hk","language":"en","title":"Xiaomi's stumble allows Apple to reclaim No.2 spot in smartphones<blockquote>小米的失败让苹果重新夺回了智能手机第二的位置</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107838719","media":"CNN Business","summary":"Hong Kong  - Xiaomi stumbled in the third quarter as it grappled with fallout from the global chip shortage and fiercer competition.The Chinese company, which only recently became the world's second-biggest smartphone maker, fell back to third place behindApplein the three months ended September, according to Counterpoint Research and Canalys.Posting earnings on Tuesday, Xiaomi said that its smartphone business had been severely affected by the ongoing shortage of semiconductors, which it expect","content":"<p><b>Hong Kong (CNN Business)&nbsp;</b>-&nbsp;Xiaomi stumbled in the third quarter as it grappled with fallout from the&nbsp;global chip shortage&nbsp;and fiercer competition.</p><p><blockquote><b>香港（CNN Business）</b>-小米在第三季度遭遇挫折，因为它正在努力应对全球芯片短缺和竞争加剧的影响。</blockquote></p><p> The Chinese company, which only&nbsp;recently became&nbsp;the world's second-biggest smartphone maker, fell back to third place behindApple(AAPL)in the three months ended September, according to Counterpoint Research and Canalys.</p><p><blockquote>根据Counterpoint Research和Canalys的数据，这家最近才成为全球第二大智能手机制造商的中国公司在截至9月份的三个月内跌至第三位，落后于苹果(AAPL)。</blockquote></p><p> Posting earnings on Tuesday, Xiaomi said that its smartphone business had been severely affected by the ongoing shortage of semiconductors, which it expects to continue through the first half of next year.</p><p><blockquote>小米周二发布财报时表示，其智能手机业务受到持续半导体短缺的严重影响，预计这种情况将持续到明年上半年。</blockquote></p><p> \"This year, there is a very special background, and that is there is a shortage of components globally,\" Wang Xiang, Xiaomi's president, said on an earnings call. \"The shortage is a big challenge to us.\"</p><p><blockquote>“今年，有一个非常特殊的背景，那就是全球零部件短缺，”小米总裁王翔在财报看涨期权上表示。“短缺对我们来说是一个很大的挑战。”</blockquote></p><p> The company logged 43.9 million global smartphone shipments in the third quarter of 2021, down about 6% compared with the same period last year.</p><p><blockquote>该公司2021年第三季度全球智能手机出货量为4390万部，较去年同期下降约6%。</blockquote></p><p> Xiaomi has called smartphones \"the cornerstone\" of its business, which includes other connected devices such as home appliances. Lately, the company&nbsp;has also announced a&nbsp;push into electric cars, with&nbsp;plans&nbsp;to mass produce its first vehicle in the first half of 2024.</p><p><blockquote>小米称智能手机是其业务的“基石”，其中包括家电等其他联网设备。最近，该公司还宣布进军电动汽车领域，计划于2024年上半年量产首款汽车。</blockquote></p><p> It excited investors this summer after leapfrogging Apple to become the world's second best-selling manufacturer. The Beijing-based company's shipments had soared in the three months ended June, trailing only those of&nbsp;Samsung(SSNLF).</p><p><blockquote>今年夏天，它超越苹果成为全球第二大畅销制造商，令投资者兴奋不已。这家总部位于北京的公司在截至6月份的三个月内出货量猛增，仅次于三星(SSNLF)。</blockquote></p><p> <b>Setbacks on supply</b></p><p><blockquote><b>供应受挫</b></blockquote></p><p> Since then, however, Xiaomi has been hit hard by supply chain woes.</p><p><blockquote>然而，自那以后，小米受到了供应链困境的沉重打击。</blockquote></p><p> Tarun Pathak, a research director at Counterpoint, said that while component shortages had affected virtually every vendor, Xiaomi had to contend with bigger headaches due to its extensive lineup.</p><p><blockquote>Counterpoint研究总监塔伦·帕塔克(Tarun Pathak)表示，虽然零部件短缺几乎影响了所有供应商，但由于其产品阵容广泛，小米不得不应对更大的难题。</blockquote></p><p> In the most recent quarter, the company offered more than 50 different smartphone models, compared to about 14 that Apple had on the market, he estimated.</p><p><blockquote>他估计，在最近一个季度，该公司提供了50多种不同的智能手机型号，而苹果在市场上的智能手机型号约为14种。</blockquote></p><p> That adds complexity and \"becomes challenging,\" said Pathak. \"Because you have to deal with a range of components.\"</p><p><blockquote>帕塔克说，这增加了复杂性并“变得具有挑战性”。“因为你必须处理一系列组件。”</blockquote></p><p> A relative lack of exposure to the problem helped Apple, in part, reclaim the second spot in the race in the third quarter, he added.</p><p><blockquote>他补充说，相对较少暴露这个问题在一定程度上帮助苹果在第三季度重新获得了第二名。</blockquote></p><p> The US giant also benefited from strong&nbsp;iPhone 13&nbsp;sales, according to Canalys Research. In a recent&nbsp;report, the firm estimated that Apple had nabbed 15% of global shipments, just one percent more than Xiaomi.</p><p><blockquote>根据Canalys Research的数据，这家美国巨头还受益于iPhone 13的强劲销售。在最近的一份报告中，该公司估计苹果已经占据了全球出货量的15%，仅比小米多1%。</blockquote></p><p> But don't count Xiaomi out, according to Pathak.</p><p><blockquote>但帕塔克表示，不要将小米排除在外。</blockquote></p><p> He said the firm could well reclaim its runner-up position, particularly as it usually performs strongly in the first half of the year, with upcoming events such as Chinese New Year.</p><p><blockquote>他表示，该公司很可能会夺回亚军的位置，特别是因为该公司通常在今年上半年表现强劲，而且即将举办农历新年等活动。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd5619ce92d6d847972469476ca61fa5\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>Customers buying phones at a Xiaomi store in Yantai, Shandong province, China, in September.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9月，顾客在中国山东省烟台市的一家小米专卖店购买手机。</span></p></blockquote></p><p> Xiaomi's ultimate goal — of eventually getting to number one — isn't out of the question either, according to Pathak.</p><p><blockquote>帕塔克表示，小米的最终目标——最终成为第一——也不是不可能的。</blockquote></p><p> He said the company would need to retain its lead in two of its most important markets, China and India, while working to carve out a greater presence in places such as the United States.</p><p><blockquote>他表示，该公司需要保持在中国和印度这两个最重要市场的领先地位，同时努力在美国等地扩大业务。</blockquote></p><p> \"If they [become] number one, it can't be just because of these two countries,\" Pathak said. \"The US has the number three [smartphone] market in the world, which is largely missing from Xiaomi's portfolio.\"</p><p><blockquote>“如果他们[成为]第一，那不可能仅仅是因为这两个国家，”帕塔克说。“美国拥有世界第三大[智能手机]市场，而小米的产品组合中基本上没有这一市场。”</blockquote></p><p> Xiaomi posted overall revenue of 78.1 billion yuan ($12.2 billion) in the third quarter. That represented an 8% increase compared to the same time last year, but was slightly less than analysts were expecting.</p><p><blockquote>小米第三季度总收入为781亿元人民币（122亿美元）。这比去年同期增长了8%，但略低于分析师的预期。</blockquote></p><p> Net profit climbed 25% to nearly 5.2 billion yuan ($814 million) during that period, slightly higher than analyst projections.</p><p><blockquote>同期净利润增长25%，达到近52亿元人民币（8.14亿美元），略高于分析师预期。</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>Xiaomi's stumble allows Apple to reclaim No.2 spot in smartphones<blockquote>小米的失败让苹果重新夺回了智能手机第二的位置</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; 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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\">\nXiaomi's stumble allows Apple to reclaim No.2 spot in smartphones<blockquote>小米的失败让苹果重新夺回了智能手机第二的位置</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-11-24 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Hong Kong (CNN Business)&nbsp;</b>-&nbsp;Xiaomi stumbled in the third quarter as it grappled with fallout from the&nbsp;global chip shortage&nbsp;and fiercer competition.</p><p><blockquote><b>香港（CNN Business）</b>-小米在第三季度遭遇挫折，因为它正在努力应对全球芯片短缺和竞争加剧的影响。</blockquote></p><p> The Chinese company, which only&nbsp;recently became&nbsp;the world's second-biggest smartphone maker, fell back to third place behindApple(AAPL)in the three months ended September, according to Counterpoint Research and Canalys.</p><p><blockquote>根据Counterpoint Research和Canalys的数据，这家最近才成为全球第二大智能手机制造商的中国公司在截至9月份的三个月内跌至第三位，落后于苹果(AAPL)。</blockquote></p><p> Posting earnings on Tuesday, Xiaomi said that its smartphone business had been severely affected by the ongoing shortage of semiconductors, which it expects to continue through the first half of next year.</p><p><blockquote>小米周二发布财报时表示，其智能手机业务受到持续半导体短缺的严重影响，预计这种情况将持续到明年上半年。</blockquote></p><p> \"This year, there is a very special background, and that is there is a shortage of components globally,\" Wang Xiang, Xiaomi's president, said on an earnings call. \"The shortage is a big challenge to us.\"</p><p><blockquote>“今年，有一个非常特殊的背景，那就是全球零部件短缺，”小米总裁王翔在财报看涨期权上表示。“短缺对我们来说是一个很大的挑战。”</blockquote></p><p> The company logged 43.9 million global smartphone shipments in the third quarter of 2021, down about 6% compared with the same period last year.</p><p><blockquote>该公司2021年第三季度全球智能手机出货量为4390万部，较去年同期下降约6%。</blockquote></p><p> Xiaomi has called smartphones \"the cornerstone\" of its business, which includes other connected devices such as home appliances. Lately, the company&nbsp;has also announced a&nbsp;push into electric cars, with&nbsp;plans&nbsp;to mass produce its first vehicle in the first half of 2024.</p><p><blockquote>小米称智能手机是其业务的“基石”，其中包括家电等其他联网设备。最近，该公司还宣布进军电动汽车领域，计划于2024年上半年量产首款汽车。</blockquote></p><p> It excited investors this summer after leapfrogging Apple to become the world's second best-selling manufacturer. The Beijing-based company's shipments had soared in the three months ended June, trailing only those of&nbsp;Samsung(SSNLF).</p><p><blockquote>今年夏天，它超越苹果成为全球第二大畅销制造商，令投资者兴奋不已。这家总部位于北京的公司在截至6月份的三个月内出货量猛增，仅次于三星(SSNLF)。</blockquote></p><p> <b>Setbacks on supply</b></p><p><blockquote><b>供应受挫</b></blockquote></p><p> Since then, however, Xiaomi has been hit hard by supply chain woes.</p><p><blockquote>然而，自那以后，小米受到了供应链困境的沉重打击。</blockquote></p><p> Tarun Pathak, a research director at Counterpoint, said that while component shortages had affected virtually every vendor, Xiaomi had to contend with bigger headaches due to its extensive lineup.</p><p><blockquote>Counterpoint研究总监塔伦·帕塔克(Tarun Pathak)表示，虽然零部件短缺几乎影响了所有供应商，但由于其产品阵容广泛，小米不得不应对更大的难题。</blockquote></p><p> In the most recent quarter, the company offered more than 50 different smartphone models, compared to about 14 that Apple had on the market, he estimated.</p><p><blockquote>他估计，在最近一个季度，该公司提供了50多种不同的智能手机型号，而苹果在市场上的智能手机型号约为14种。</blockquote></p><p> That adds complexity and \"becomes challenging,\" said Pathak. \"Because you have to deal with a range of components.\"</p><p><blockquote>帕塔克说，这增加了复杂性并“变得具有挑战性”。“因为你必须处理一系列组件。”</blockquote></p><p> A relative lack of exposure to the problem helped Apple, in part, reclaim the second spot in the race in the third quarter, he added.</p><p><blockquote>他补充说，相对较少暴露这个问题在一定程度上帮助苹果在第三季度重新获得了第二名。</blockquote></p><p> The US giant also benefited from strong&nbsp;iPhone 13&nbsp;sales, according to Canalys Research. In a recent&nbsp;report, the firm estimated that Apple had nabbed 15% of global shipments, just one percent more than Xiaomi.</p><p><blockquote>根据Canalys Research的数据，这家美国巨头还受益于iPhone 13的强劲销售。在最近的一份报告中，该公司估计苹果已经占据了全球出货量的15%，仅比小米多1%。</blockquote></p><p> But don't count Xiaomi out, according to Pathak.</p><p><blockquote>但帕塔克表示，不要将小米排除在外。</blockquote></p><p> He said the firm could well reclaim its runner-up position, particularly as it usually performs strongly in the first half of the year, with upcoming events such as Chinese New Year.</p><p><blockquote>他表示，该公司很可能会夺回亚军的位置，特别是因为该公司通常在今年上半年表现强劲，而且即将举办农历新年等活动。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd5619ce92d6d847972469476ca61fa5\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>Customers buying phones at a Xiaomi store in Yantai, Shandong province, China, in September.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9月，顾客在中国山东省烟台市的一家小米专卖店购买手机。</span></p></blockquote></p><p> Xiaomi's ultimate goal — of eventually getting to number one — isn't out of the question either, according to Pathak.</p><p><blockquote>帕塔克表示，小米的最终目标——最终成为第一——也不是不可能的。</blockquote></p><p> He said the company would need to retain its lead in two of its most important markets, China and India, while working to carve out a greater presence in places such as the United States.</p><p><blockquote>他表示，该公司需要保持在中国和印度这两个最重要市场的领先地位，同时努力在美国等地扩大业务。</blockquote></p><p> \"If they [become] number one, it can't be just because of these two countries,\" Pathak said. \"The US has the number three [smartphone] market in the world, which is largely missing from Xiaomi's portfolio.\"</p><p><blockquote>“如果他们[成为]第一，那不可能仅仅是因为这两个国家，”帕塔克说。“美国拥有世界第三大[智能手机]市场，而小米的产品组合中基本上没有这一市场。”</blockquote></p><p> Xiaomi posted overall revenue of 78.1 billion yuan ($12.2 billion) in the third quarter. That represented an 8% increase compared to the same time last year, but was slightly less than analysts were expecting.</p><p><blockquote>小米第三季度总收入为781亿元人民币（122亿美元）。这比去年同期增长了8%，但略低于分析师的预期。</blockquote></p><p> Net profit climbed 25% to nearly 5.2 billion yuan ($814 million) during that period, slightly higher than analyst projections.</p><p><blockquote>同期净利润增长25%，达到近52亿元人民币（8.14亿美元），略高于分析师预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/11/23/tech/xiaomi-smartphones-earnings-apple/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","01810":"小米集团-W"},"source_url":"https://edition.cnn.com/2021/11/23/tech/xiaomi-smartphones-earnings-apple/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107838719","content_text":"Hong Kong (CNN Business) - Xiaomi stumbled in the third quarter as it grappled with fallout from the global chip shortage and fiercer competition.\nThe Chinese company, which only recently became the world's second-biggest smartphone maker, fell back to third place behindApple(AAPL)in the three months ended September, according to Counterpoint Research and Canalys.\nPosting earnings on Tuesday, Xiaomi said that its smartphone business had been severely affected by the ongoing shortage of semiconductors, which it expects to continue through the first half of next year.\n\"This year, there is a very special background, and that is there is a shortage of components globally,\" Wang Xiang, Xiaomi's president, said on an earnings call. \"The shortage is a big challenge to us.\"\nThe company logged 43.9 million global smartphone shipments in the third quarter of 2021, down about 6% compared with the same period last year.\nXiaomi has called smartphones \"the cornerstone\" of its business, which includes other connected devices such as home appliances. Lately, the company has also announced a push into electric cars, with plans to mass produce its first vehicle in the first half of 2024.\nIt excited investors this summer after leapfrogging Apple to become the world's second best-selling manufacturer. The Beijing-based company's shipments had soared in the three months ended June, trailing only those of Samsung(SSNLF).\nSetbacks on supply\nSince then, however, Xiaomi has been hit hard by supply chain woes.\nTarun Pathak, a research director at Counterpoint, said that while component shortages had affected virtually every vendor, Xiaomi had to contend with bigger headaches due to its extensive lineup.\nIn the most recent quarter, the company offered more than 50 different smartphone models, compared to about 14 that Apple had on the market, he estimated.\nThat adds complexity and \"becomes challenging,\" said Pathak. \"Because you have to deal with a range of components.\"\nA relative lack of exposure to the problem helped Apple, in part, reclaim the second spot in the race in the third quarter, he added.\nThe US giant also benefited from strong iPhone 13 sales, according to Canalys Research. In a recent report, the firm estimated that Apple had nabbed 15% of global shipments, just one percent more than Xiaomi.\nBut don't count Xiaomi out, according to Pathak.\nHe said the firm could well reclaim its runner-up position, particularly as it usually performs strongly in the first half of the year, with upcoming events such as Chinese New Year.\nCustomers buying phones at a Xiaomi store in Yantai, Shandong province, China, in September.\nXiaomi's ultimate goal — of eventually getting to number one — isn't out of the question either, according to Pathak.\nHe said the company would need to retain its lead in two of its most important markets, China and India, while working to carve out a greater presence in places such as the United States.\n\"If they [become] number one, it can't be just because of these two countries,\" Pathak said. \"The US has the number three [smartphone] market in the world, which is largely missing from Xiaomi's portfolio.\"\nXiaomi posted overall revenue of 78.1 billion yuan ($12.2 billion) in the third quarter. That represented an 8% increase compared to the same time last year, but was slightly less than analysts were expecting.\nNet profit climbed 25% to nearly 5.2 billion yuan ($814 million) during that period, slightly higher than analyst projections.","news_type":1,"symbols_score_info":{"AAPL":0.9,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879997677,"gmtCreate":1636675513083,"gmtModify":1636675513543,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087728163353730","idStr":"4087728163353730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a>wwait","listText":"<a href=\"https://laohu8.com/S/A17U.SI\">$ASCENDAS REAL ESTATE INV 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risk&nbsp;","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870148714","isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870148961,"gmtCreate":1636595644031,"gmtModify":1636595644202,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087728163353730","idStr":"4087728163353730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>china market is safer than US.. due to better control in inflation ....","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>china market is safer than US.. due to better control in inflation 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marlet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/837046070","repostId":"2162080258","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177867930,"gmtCreate":1627196910020,"gmtModify":1633767218342,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"NIO BATTERY AS A SERCIVE WILL BE THEIR CORE ADVANTAGES IF OTHER EV PLAYER PARTNERING THEIR SHARE SERVICE. WIN WIN FOR BOTH....&nbsp;","listText":"NIO BATTERY AS A SERCIVE WILL BE THEIR CORE ADVANTAGES IF OTHER EV PLAYER PARTNERING THEIR SHARE SERVICE. WIN WIN FOR BOTH....&nbsp;","text":"NIO BATTERY AS A SERCIVE WILL BE THEIR CORE ADVANTAGES IF OTHER EV PLAYER PARTNERING THEIR SHARE SERVICE. WIN WIN FOR BOTH....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/177867930","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177048207,"gmtCreate":1627172116709,"gmtModify":1633767562330,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"If benchmarks against Telsa, the stock price is still traded at discount... plus NIO has strong support from local market.. big big potential. !!","listText":"If benchmarks against Telsa, the stock price is still traded at discount... plus NIO has strong support from local market.. big big potential. !!","text":"If benchmarks against Telsa, the stock price is still traded at discount... plus NIO has strong support from local market.. big big potential. !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177048207","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886814328,"gmtCreate":1631579743064,"gmtModify":1631885194728,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>backed by singapore government","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>backed by singapore government","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$backed by singapore government","images":[{"img":"https://static.tigerbbs.com/b140a780fdd76196f542bce17dcf2193","width":"1080","height":"3013"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886814328","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":833210481,"gmtCreate":1629244656843,"gmtModify":1633686333577,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"Unregulated currency.. risk on country financial stability!!&nbsp;","listText":"Unregulated currency.. risk on country financial stability!!&nbsp;","text":"Unregulated currency.. risk on country financial stability!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833210481","repostId":"2160978315","repostType":4,"repost":{"id":"2160978315","kind":"highlight","pubTimestamp":1629243603,"share":"https://www.laohu8.com/m/news/2160978315?lang=zh_CN&edition=full","pubTime":"2021-08-18 07:40","market":"fut","language":"en","title":"Crypto is '95% fraud, hype, noise and confusion,' says Fed's Neel Kashkari<blockquote>美联储尼尔·卡什卡里(Neel Kashkari)表示，加密货币“95%是欺诈、炒作、噪音和混乱”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160978315","media":"MarketWatch","summary":"Minneapolis Federal Reserve President Neel Kashkari on Tuesday had some harsh words for the nascent ","content":"<p>Minneapolis Federal Reserve President Neel Kashkari on Tuesday had some harsh words for the nascent crypto asset market.</p><p><blockquote>明尼阿波利斯美联储主席尼尔·卡什卡利周二对新生的加密资产市场发表了一些严厉的言论。</blockquote></p><p> The central banker said he doesn't see any use case for bitcoin , the world's No. 1 crypto, and referred to the broader digital-asset sector as one that is largely tied to fraud and hype.</p><p><blockquote>这位央行行长表示，他认为世界第一大加密货币比特币没有任何用例，并将更广泛的数字资产行业称为主要与欺诈和炒作有关的行业。</blockquote></p><p> \"Cryptocurrency is 95% fraud, hype, noise and confusion,\" Kashkari said, speaking at the Pacific Northwest Economic Regional Annual Summit in Big Sky, Mont.</p><p><blockquote>“加密货币95%是欺诈、炒作、噪音和混乱，”卡什卡利在蒙大拿州Big Sky举行的太平洋西北经济区年度峰会上发表讲话时表示。</blockquote></p><p> Bitcoin prices were at $44,993, down 2.4% on CoinDesk on Tuesday. Meanwhile, Ether on the Ethereum blockchain was changing hands at $3,069, off 3%, while meme coin dogecoin was trading at around 30 cents, down 5.1%.</p><p><blockquote>周二CoinDesk上的比特币价格为44,993美元，下跌2.4%。与此同时，以太币区块链上的以太币易手价格为3,069美元，下跌3%，而模因币狗狗币的交易价格约为30美分，下跌5.1%。</blockquote></p><p> Crypto has gained traction among institutional investors in 2021 but is still viewed as a speculative and highly risky trade compared with traditional markets.</p><p><blockquote>2021年，加密货币在机构投资者中获得了关注，但与传统市场相比，仍被视为投机性和高风险交易。</blockquote></p><p> Kashkari also offered some of his views on monetary policy plans, noting that he still sees a \"a lot of slack\" in the U.S. labor market, and suggesting that he might need a couple of more strong jobs reports before he is inclined to support a push to scale back the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.</p><p><blockquote>卡什卡利还提出了他对货币政策计划的一些看法，指出他仍然认为美国劳动力市场“非常疲软”，并表示他可能需要几份更强劲的就业报告才能倾向于支持削减央行每月购买1200亿美元国债和抵押贷款支持证券的规模。</blockquote></p><p> The Minneapolis Fed president's comments come amid growing talk about the timing of pulling back the Fed's COVID-era accommodations and eventually raising interest rates as the economy attempts a recovery from the pandemic.</p><p><blockquote>明尼阿波利斯联储主席发表此番言论之际，人们越来越多地谈论随着经济试图从疫情复苏，美联储何时撤回新冠疫情时期的宽松政策，并最终加息。</blockquote></p><p> On Tuesday , the Dow Jones Industrial Average and the S&amp;P 500 index snapped five-session win streaks, with some blaming the day's declines at least partly on growing concerns about a rollback of easy-money policies.</p><p><blockquote>周二，道琼斯工业平均指数和标普500指数结束了五个交易日的连涨，一些人将当天的下跌至少部分归咎于对宽松货币政策回滚的担忧日益加剧。</blockquote></p><p> For his part, Kashkari said that it would be reasonable to start reducing bond-buying by the end of 2021, if the job market cooperates.</p><p><blockquote>卡什卡利则表示，如果就业市场配合，到2021年底开始减少债券购买是合理的。</blockquote></p><p> In July, the U.S. created a robust 943,000 jobs , in what some viewed as a sign that the economic recovery was gaining some steam, despite the latest assault from the delta variant of COVID-19.</p><p><blockquote>7月份，美国创造了943,000个就业岗位，一些人认为这表明尽管受到COVID-19德尔塔变异毒株的最新攻击，但经济复苏正在获得一些动力。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto is '95% fraud, hype, noise and confusion,' says Fed's Neel Kashkari<blockquote>美联储尼尔·卡什卡里(Neel Kashkari)表示，加密货币“95%是欺诈、炒作、噪音和混乱”</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\">\nCrypto is '95% fraud, hype, noise and confusion,' says Fed's Neel Kashkari<blockquote>美联储尼尔·卡什卡里(Neel Kashkari)表示，加密货币“95%是欺诈、炒作、噪音和混乱”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-18 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Minneapolis Federal Reserve President Neel Kashkari on Tuesday had some harsh words for the nascent crypto asset market.</p><p><blockquote>明尼阿波利斯美联储主席尼尔·卡什卡利周二对新生的加密资产市场发表了一些严厉的言论。</blockquote></p><p> The central banker said he doesn't see any use case for bitcoin , the world's No. 1 crypto, and referred to the broader digital-asset sector as one that is largely tied to fraud and hype.</p><p><blockquote>这位央行行长表示，他认为世界第一大加密货币比特币没有任何用例，并将更广泛的数字资产行业称为主要与欺诈和炒作有关的行业。</blockquote></p><p> \"Cryptocurrency is 95% fraud, hype, noise and confusion,\" Kashkari said, speaking at the Pacific Northwest Economic Regional Annual Summit in Big Sky, Mont.</p><p><blockquote>“加密货币95%是欺诈、炒作、噪音和混乱，”卡什卡利在蒙大拿州Big Sky举行的太平洋西北经济区年度峰会上发表讲话时表示。</blockquote></p><p> Bitcoin prices were at $44,993, down 2.4% on CoinDesk on Tuesday. Meanwhile, Ether on the Ethereum blockchain was changing hands at $3,069, off 3%, while meme coin dogecoin was trading at around 30 cents, down 5.1%.</p><p><blockquote>周二CoinDesk上的比特币价格为44,993美元，下跌2.4%。与此同时，以太币区块链上的以太币易手价格为3,069美元，下跌3%，而模因币狗狗币的交易价格约为30美分，下跌5.1%。</blockquote></p><p> Crypto has gained traction among institutional investors in 2021 but is still viewed as a speculative and highly risky trade compared with traditional markets.</p><p><blockquote>2021年，加密货币在机构投资者中获得了关注，但与传统市场相比，仍被视为投机性和高风险交易。</blockquote></p><p> Kashkari also offered some of his views on monetary policy plans, noting that he still sees a \"a lot of slack\" in the U.S. labor market, and suggesting that he might need a couple of more strong jobs reports before he is inclined to support a push to scale back the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.</p><p><blockquote>卡什卡利还提出了他对货币政策计划的一些看法，指出他仍然认为美国劳动力市场“非常疲软”，并表示他可能需要几份更强劲的就业报告才能倾向于支持削减央行每月购买1200亿美元国债和抵押贷款支持证券的规模。</blockquote></p><p> The Minneapolis Fed president's comments come amid growing talk about the timing of pulling back the Fed's COVID-era accommodations and eventually raising interest rates as the economy attempts a recovery from the pandemic.</p><p><blockquote>明尼阿波利斯联储主席发表此番言论之际，人们越来越多地谈论随着经济试图从疫情复苏，美联储何时撤回新冠疫情时期的宽松政策，并最终加息。</blockquote></p><p> On Tuesday , the Dow Jones Industrial Average and the S&amp;P 500 index snapped five-session win streaks, with some blaming the day's declines at least partly on growing concerns about a rollback of easy-money policies.</p><p><blockquote>周二，道琼斯工业平均指数和标普500指数结束了五个交易日的连涨，一些人将当天的下跌至少部分归咎于对宽松货币政策回滚的担忧日益加剧。</blockquote></p><p> For his part, Kashkari said that it would be reasonable to start reducing bond-buying by the end of 2021, if the job market cooperates.</p><p><blockquote>卡什卡利则表示，如果就业市场配合，到2021年底开始减少债券购买是合理的。</blockquote></p><p> In July, the U.S. created a robust 943,000 jobs , in what some viewed as a sign that the economic recovery was gaining some steam, despite the latest assault from the delta variant of COVID-19.</p><p><blockquote>7月份，美国创造了943,000个就业岗位，一些人认为这表明尽管受到COVID-19德尔塔变异毒株的最新攻击，但经济复苏正在获得一些动力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/crypto-is-95-fraud-hype-noise-and-confusion-says-feds-neel-kashkari-11629236416?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.marketwatch.com/story/crypto-is-95-fraud-hype-noise-and-confusion-says-feds-neel-kashkari-11629236416?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160978315","content_text":"Minneapolis Federal Reserve President Neel Kashkari on Tuesday had some harsh words for the nascent crypto asset market.\nThe central banker said he doesn't see any use case for bitcoin , the world's No. 1 crypto, and referred to the broader digital-asset sector as one that is largely tied to fraud and hype.\n\"Cryptocurrency is 95% fraud, hype, noise and confusion,\" Kashkari said, speaking at the Pacific Northwest Economic Regional Annual Summit in Big Sky, Mont.\nBitcoin prices were at $44,993, down 2.4% on CoinDesk on Tuesday. Meanwhile, Ether on the Ethereum blockchain was changing hands at $3,069, off 3%, while meme coin dogecoin was trading at around 30 cents, down 5.1%.\nCrypto has gained traction among institutional investors in 2021 but is still viewed as a speculative and highly risky trade compared with traditional markets.\nKashkari also offered some of his views on monetary policy plans, noting that he still sees a \"a lot of slack\" in the U.S. labor market, and suggesting that he might need a couple of more strong jobs reports before he is inclined to support a push to scale back the central bank's monthly purchases of $120 billion in Treasurys and mortgage-backed securities.\nThe Minneapolis Fed president's comments come amid growing talk about the timing of pulling back the Fed's COVID-era accommodations and eventually raising interest rates as the economy attempts a recovery from the pandemic.\nOn Tuesday , the Dow Jones Industrial Average and the S&P 500 index snapped five-session win streaks, with some blaming the day's declines at least partly on growing concerns about a rollback of easy-money policies.\nFor his part, Kashkari said that it would be reasonable to start reducing bond-buying by the end of 2021, if the job market cooperates.\nIn July, the U.S. created a robust 943,000 jobs , in what some viewed as a sign that the economic recovery was gaining some steam, despite the latest assault from the delta variant of COVID-19.","news_type":1,"symbols_score_info":{"MBTmain":0.9,"GBTC":0.9,"XBTmain":0.9,"BTCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895373331,"gmtCreate":1628726603723,"gmtModify":1633744854290,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"Is not the time to raise interest rate as Delta virus still not under control!","listText":"Is not the time to raise interest rate as Delta virus still not under control!","text":"Is not the time to raise interest rate as Delta virus still not under control!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895373331","repostId":"2158235575","repostType":4,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887494434,"gmtCreate":1632091509628,"gmtModify":1632802989804,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>is time to sell liao","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>is time to sell liao","text":"$NIO Inc.(NIO)$is time to sell liao","images":[{"img":"https://static.tigerbbs.com/36bd85726d6cc58480531fa5e0cce8d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/887494434","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811759453,"gmtCreate":1630361369172,"gmtModify":1704958951189,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[流泪]&nbsp;","text":"$NIO Inc.(NIO)$[流泪]","images":[{"img":"https://static.tigerbbs.com/6caf87b1dfcfe8135cb183f9a09443d1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811759453","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":804528833,"gmtCreate":1627966023722,"gmtModify":1633754787148,"author":{"id":"4087728163353730","authorId":"4087728163353730","name":"GreenMan123","avatar":"https://static.tigerbbs.com/7102402af7cf840858ba718620b4eb3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087728163353730","authorIdStr":"4087728163353730"},"themes":[],"htmlText":"As a financial hub in the region.. these local 3 bank is the pilar of singapore ecomomy.. !! Stable and worth to hold for long term.&nbsp;","listText":"As a financial hub in the region.. these local 3 bank is the pilar of singapore ecomomy.. !! Stable and worth to hold for long term.&nbsp;","text":"As a financial hub in the region.. these local 3 bank is the pilar of singapore ecomomy.. !! Stable and worth to hold for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804528833","repostId":"1121927855","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}