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2021-07-11

Go Singtel

2021-07-11

Nice

Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote>

2021-07-11

Extend Applecare

抱歉，原内容已删除

2021-07-05

Sharing my positions

2021-07-05

Is now the time to buy?

2021-07-04

Won’t go wrong with AAPL

2021-07-04

$Apple(AAPL)$gonna go up

2021-07-03

Nice

NIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote>

2021-07-03

Wow

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2021-07-03

Nice

Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</blockquote>

2021-07-02

Ok

抱歉，原内容已删除

2021-07-02

Ok

5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>

2021-07-01

Very good

Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>

2021-07-01

Ok

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Here is why.\nTh","content":"<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止，我们已经讨论了(1)华尔街对收入和盈利的预期，以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在2021年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变（也称为“呆在家里”趋势）的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升：自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，即使新冠肺炎危机即将结束，消费者也不会恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次令人印象深刻，尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更大的存储空间、更好的图形、更快的处理器速度）甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子，Research and Markets认为，到2023年，整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比，这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先，该公司有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且，苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布，整个iPad系列（除了不太相关的迷你版本）今天只有大约九个月的历史。凭借强大的产品组合，iPad很可能成为苹果第三财季财报日最耀眼的明星。</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>Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</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\">\nCould The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-11 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止，我们已经讨论了(1)华尔街对收入和盈利的预期，以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在2021年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变（也称为“呆在家里”趋势）的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升：自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，即使新冠肺炎危机即将结束，消费者也不会恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次令人印象深刻，尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更大的存储空间、更好的图形、更快的处理器速度）甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子，Research and Markets认为，到2023年，整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比，这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先，该公司有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且，苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布，整个iPad系列（除了不太相关的迷你版本）今天只有大约九个月的历史。凭借强大的产品组合，iPad很可能成为苹果第三财季财报日最耀眼的明星。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176789091","content_text":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nThe Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.\nToday, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.\nFigure 1: The latest iPad Pro model.\nThe 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.\nFor starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.\nBut the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.\nFigure 2: iPad revenue in millions U.S dollars.\nThe rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).\nCase in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.\nLastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.\nBut also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.\nWith the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148614093,"gmtCreate":1625971136212,"gmtModify":1633931241803,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Extend Applecare","listText":"Extend Applecare","text":"Extend 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positions","images":[{"img":"https://static.tigerbbs.com/60466e1aba21975f329a9901fd29887e","width":"1125","height":"2497"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155407145","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155402883,"gmtCreate":1625447535042,"gmtModify":1633940638372,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Is now the time to buy?","listText":"Is now the time to buy?","text":"Is now the time to buy?","images":[{"img":"https://static.tigerbbs.com/65d31abc572ab30d1360ac7e702921c4","width":"1125","height":"2003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155402883","isVote":1,"tweetType":1,"viewCount":2817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152750846,"gmtCreate":1625359339985,"gmtModify":1633941355064,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Won’t go wrong with AAPL","listText":"Won’t go wrong with AAPL","text":"Won’t go wrong with AAPL","images":[{"img":"https://static.tigerbbs.com/9cb44b0961623475467c42d61c010611","width":"1125","height":"2497"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152750846","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152724871,"gmtCreate":1625359166193,"gmtModify":1633941356743,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>gonna go up","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>gonna go up","text":"$Apple(AAPL)$gonna go up","images":[{"img":"https://static.tigerbbs.com/6dd182ed47c1d42c7eddc19eddcb84d0","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152724871","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152691183,"gmtCreate":1625285746942,"gmtModify":1633941733459,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152691183","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohu8.com/m/news/1120590567?lang=zh_CN&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来6月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是证明。6月份令人印象深刻的交付率表明市场可能低估了蔚来的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来工厂的产量从每月10,000辆减少到7,500辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然暂时的产量下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。这家中国电动汽车制造商在6月份共交付了8,083辆汽车，使21年第二季度的电动汽车总数达到21,896辆，包括所有车型……蔚来的5座电动SUV ES6、5座电动轿跑车SUV EC6和6座或7座电动SUV ES8。蔚来第二季度的月度和季度交付总量创下纪录，这家电动汽车制造商将在今年剩余时间内创下新纪录。6月份总交付量同比增长116%，其中ES6车型增长最大。ES6类别同比增长52%。21年第二季度的总交付量为21,896辆，其中大部分是ES6，同比增长112%……尽管第二季度出现了生产问题。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为95%。6月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为15万辆汽车，但由于半导体短缺，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车(XPEV)于2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了4,730辆电动运动轿车和1,835辆紧凑型SUV，比以往任何时候都多。21年第二季度，小鹏汽车交付量为17,398辆，同比增长439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来2021财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而蔚来的运营仍将比满负荷产能低20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021财年的总交付潜力为97,056辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。蔚来在2020年总共交付了43,728辆汽车，因此2021年的交付量预计为97,056辆，意味着同比增长122%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来的销售增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商的价格并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为9.4，估值乘数因素与其他电动汽车制造商没有太大区别。与市盈率为9.9的特斯拉(TSLA)相比，蔚来具有更大的重估潜力，因为它在更大的市场中运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复全面生产可能会为股价升值创造沃土。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。2021年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长120%。</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>NIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 23:09</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>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来6月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是证明。6月份令人印象深刻的交付率表明市场可能低估了蔚来的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来工厂的产量从每月10,000辆减少到7,500辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然暂时的产量下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。这家中国电动汽车制造商在6月份共交付了8,083辆汽车，使21年第二季度的电动汽车总数达到21,896辆，包括所有车型……蔚来的5座电动SUV ES6、5座电动轿跑车SUV EC6和6座或7座电动SUV ES8。蔚来第二季度的月度和季度交付总量创下纪录，这家电动汽车制造商将在今年剩余时间内创下新纪录。6月份总交付量同比增长116%，其中ES6车型增长最大。ES6类别同比增长52%。21年第二季度的总交付量为21,896辆，其中大部分是ES6，同比增长112%……尽管第二季度出现了生产问题。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为95%。6月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为15万辆汽车，但由于半导体短缺，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车(XPEV)于2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了4,730辆电动运动轿车和1,835辆紧凑型SUV，比以往任何时候都多。21年第二季度，小鹏汽车交付量为17,398辆，同比增长439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来2021财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而蔚来的运营仍将比满负荷产能低20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021财年的总交付潜力为97,056辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。蔚来在2020年总共交付了43,728辆汽车，因此2021年的交付量预计为97,056辆，意味着同比增长122%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来的销售增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商的价格并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为9.4，估值乘数因素与其他电动汽车制造商没有太大区别。与市盈率为9.9的特斯拉(TSLA)相比，蔚来具有更大的重估潜力，因为它在更大的市场中运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复全面生产可能会为股价升值创造沃土。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。2021年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长120%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152690861,"gmtCreate":1625285515253,"gmtModify":1633941736068,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152690861","repostId":"2148015288","repostType":4,"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152828852,"gmtCreate":1625282102776,"gmtModify":1633941775113,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152828852","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=zh_CN&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<p>  Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?  Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p><p><blockquote>与大型股和超大型股同行相比，阿里巴巴-SW一直严重落后。这种情况会在2021年下半年改变吗？阿里巴巴-SW(<b>巴巴</b>）-今年到目前为止，Get报告一直是一只狗。该股在2020年第四季度一直交易良好，但随后一系列问题重创了该股。</blockquote></p><p> Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p><p><blockquote>监管机构扰乱了蚂蚁金服的首次公开募股，然后深入调查了阿里巴巴-SW并加大了力度。</blockquote></p><p> Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p><p><blockquote>投资者不喜欢监管问题，尤其是当我们与中国监管机构打交道时。</blockquote></p><p> However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p><p><blockquote>然而，四月份，阿里巴巴-SW支付了低于预期但仍创历史新高的罚款，希望将监管问题抛在脑后。尽管如此，该股的反应并没有像多头希望的那样。</blockquote></p><p> All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p><p><blockquote>所有这一切都发生在标普500和纳斯达克继续超越历史新高之际。</blockquote></p><p> It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p><p><blockquote>与此同时，FAANG股票的交易继续非常好。Alphabet(<b>GOOGL</b>)-Get Reportis是表现最好的公司，上半年涨幅接近40%，而Netflix(<b>NFLX</b>）-Get报告最差，下降了2.3%。</blockquote></p><p> Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p><p><blockquote>阿里巴巴-SW上半年表现类似，下跌2.6%。然而，它的表现比高点差得多，下跌了30%以上。</blockquote></p><p> Can it turn around its woes in the second half and start rallying higher?</p><p><blockquote>它能否在下半年扭转困境并开始反弹？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p><p><blockquote></blockquote></p><p> Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p><p><blockquote>看涨期权我是一个无可救药的乐观主义者，但我觉得阿里巴巴-SW下半场可以有稳定的表现。</blockquote></p><p> The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p><p><blockquote>整体市场表现太好了，大型科技股也是如此。业务基本面完好，增长强劲。就像亚马逊（<b>AMZN</b>)-获取报告。最终，它会表现得更好——这是一个“何时”而不是“如果”的问题。</blockquote></p><p> Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p><p><blockquote>股价继续守住210美元至212美元区域，最近已清除下行阻力（蓝线）。也就是说，还有很多障碍。</blockquote></p><p> Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p><p><blockquote>具体来说，阿里巴巴-SW股票在21周移动平均线以及21个月和10个月移动平均线上苦苦挣扎。</blockquote></p><p> Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p><p><blockquote>让我们明确一点：这里没有很多看涨的技术成分。如果阿里巴巴-SW股票能够在本周下跌时守住10周移动平均线，我会感觉更好。</blockquote></p><p> However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p><p><blockquote>然而，只要它能够保持在210美元水平和200周移动平均线以上，我对阿里巴巴-SW进入未来六个月感到满意。</blockquote></p><p> A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p><p><blockquote>突破235美元——从而突破上述所有移动平均线障碍——可能会上涨至250美元，然后是263美元。275美元以上和300美元正在发挥作用。</blockquote></p><p> Keep the risk in mind but this could be a solid second-half rebound play.</p><p><blockquote>请记住风险，但这可能是一场稳固的下半场反弹。</blockquote></p><p></p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-03 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?  Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p><p><blockquote>与大型股和超大型股同行相比，阿里巴巴-SW一直严重落后。这种情况会在2021年下半年改变吗？阿里巴巴-SW(<b>巴巴</b>）-今年到目前为止，Get报告一直是一只狗。该股在2020年第四季度一直交易良好，但随后一系列问题重创了该股。</blockquote></p><p> Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p><p><blockquote>监管机构扰乱了蚂蚁金服的首次公开募股，然后深入调查了阿里巴巴-SW并加大了力度。</blockquote></p><p> Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p><p><blockquote>投资者不喜欢监管问题，尤其是当我们与中国监管机构打交道时。</blockquote></p><p> However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p><p><blockquote>然而，四月份，阿里巴巴-SW支付了低于预期但仍创历史新高的罚款，希望将监管问题抛在脑后。尽管如此，该股的反应并没有像多头希望的那样。</blockquote></p><p> All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p><p><blockquote>所有这一切都发生在标普500和纳斯达克继续超越历史新高之际。</blockquote></p><p> It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p><p><blockquote>与此同时，FAANG股票的交易继续非常好。Alphabet(<b>GOOGL</b>)-Get Reportis是表现最好的公司，上半年涨幅接近40%，而Netflix(<b>NFLX</b>）-Get报告最差，下降了2.3%。</blockquote></p><p> Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p><p><blockquote>阿里巴巴-SW上半年表现类似，下跌2.6%。然而，它的表现比高点差得多，下跌了30%以上。</blockquote></p><p> Can it turn around its woes in the second half and start rallying higher?</p><p><blockquote>它能否在下半年扭转困境并开始反弹？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p><p><blockquote></blockquote></p><p> Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p><p><blockquote>看涨期权我是一个无可救药的乐观主义者，但我觉得阿里巴巴-SW下半场可以有稳定的表现。</blockquote></p><p> The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p><p><blockquote>整体市场表现太好了，大型科技股也是如此。业务基本面完好，增长强劲。就像亚马逊（<b>AMZN</b>)-获取报告。最终，它会表现得更好——这是一个“何时”而不是“如果”的问题。</blockquote></p><p> Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p><p><blockquote>股价继续守住210美元至212美元区域，最近已清除下行阻力（蓝线）。也就是说，还有很多障碍。</blockquote></p><p> Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p><p><blockquote>具体来说，阿里巴巴-SW股票在21周移动平均线以及21个月和10个月移动平均线上苦苦挣扎。</blockquote></p><p> Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p><p><blockquote>让我们明确一点：这里没有很多看涨的技术成分。如果阿里巴巴-SW股票能够在本周下跌时守住10周移动平均线，我会感觉更好。</blockquote></p><p> However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p><p><blockquote>然而，只要它能够保持在210美元水平和200周移动平均线以上，我对阿里巴巴-SW进入未来六个月感到满意。</blockquote></p><p> A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p><p><blockquote>突破235美元——从而突破上述所有移动平均线障碍——可能会上涨至250美元，然后是263美元。275美元以上和300美元正在发挥作用。</blockquote></p><p> Keep the risk in mind but this could be a solid second-half rebound play.</p><p><blockquote>请记住风险，但这可能是一场稳固的下半场反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">The Street</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":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1,"symbols_score_info":{"09618":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156466554,"gmtCreate":1625234595278,"gmtModify":1633942242926,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156466554","repostId":"1160501835","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156468746,"gmtCreate":1625234563985,"gmtModify":1633942243386,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156468746","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://www.laohu8.com/m/news/1196057674?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</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>5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</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\">\n5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-02 20:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MNST":"怪物饮料","AAPL":"苹果","KO":"可口可乐","WFC":"富国银行","BRK.B":"伯克希尔B","AON":"怡安保险","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1,"symbols_score_info":{"KO":0.9,"AON":0.9,"BAC":0.9,"MNST":0.9,"BRK.A":0.9,"BRK.B":0.9,"WFC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151895338,"gmtCreate":1625070192924,"gmtModify":1633945137816,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Very good","listText":"Very good","text":"Very good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151895338","repostId":"1168354842","repostType":4,"repost":{"id":"1168354842","kind":"news","pubTimestamp":1625064927,"share":"https://www.laohu8.com/m/news/1168354842?lang=zh_CN&edition=full","pubTime":"2021-06-30 22:55","market":"us","language":"en","title":"Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168354842","media":"TheStreet","summary":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains t","content":"<p>Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.</p><p><blockquote>云采用的加速导致了2020年IaaS收入令人眼花缭乱的增长，亚马逊仍然是该领域的头号玩家。这就是为什么这对亚马逊股票投资者很重要。</blockquote></p><p> Last year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.</p><p><blockquote>去年云基础设施表现出色，该行业在全球创造了超过600亿美元的收入。至少Gartner最近发布的报告是这么认为的。在云采用加速的推动下，IaaS销售额比2019年增长了41%。</blockquote></p><p> One of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.</p><p><blockquote>亚马逊是云趋势的最大受益者之一。该公司通过其亚马逊网络服务部门创造了超过40%的行业总收入，巩固了其作为全球无可争议的云基础设施之王的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2c7a47d64871690408cff1b60106bca\" tg-width=\"1200\" tg-height=\"899\"><span>Figure 1: Amazon Web Serviced (AWS).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊网络服务（AWS）。</span></p></blockquote></p><p> <b>A look at the numbers</b></p><p><blockquote><b>看看这些数字</b></blockquote></p><p> The table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.</p><p><blockquote>下表总结了Gartner关于云IaaS的发现。亚马逊的收入为262亿美元，是该领域第二大参与者微软的两倍多。除了微软之外，所有其他竞争对手的IaaS收入总和都低于亚马逊。</blockquote></p><p> The worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.</p><p><blockquote>对亚马逊来说，更糟糕的消息是，自2019年以来，其市场份额明显下降。该公司曾经控制着该行业近45%的份额，但在12个月内失去了大约4个百分点。看起来接下来的四个竞争对手都在2020年蚕食亚马逊的主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fc2aae6052c89cc17d34000360050d\" tg-width=\"825\" tg-height=\"513\"><span>Figure 2: Worldwide IaaS public market cloud services market share, 2019-2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2020年全球IaaS公共市场云服务市场份额。</span></p></blockquote></p><p> Worth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.</p><p><blockquote>值得注意的是，上表仅涉及云基础设施，我估计云基础设施至少占亚马逊网络服务收入的60%。未列出的是云平台（PaaS）和打包软件（SaaS）——后者亚马逊并不是其中的大玩家。</blockquote></p><p> <b>Why cloud matters</b></p><p><blockquote><b>为什么云很重要</b></blockquote></p><p> Cloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:</p><p><blockquote>云的采用是过去十年的长期趋势之一——与20世纪90年代的互联网、21世纪初的大数据和互联设备一起——已经达到了逃逸速度。Gartner提供了以下报价来支持这一想法：</blockquote></p><p>   “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”  For the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.</p><p><blockquote>“首席信息官单独投资云IaaS和PaaS的时代早已结束。云市场将继续增长，提供商的真正机会来自边缘、5G和人工智能等云相邻技术市场的增长。”单就收入增长机会而言，云是亚马逊成功的重要因素。但有些人可能仍然不知道的是，2020年仅占亚马逊收入12%的AWS却占该公司营业利润的近60%。与电子商务相比，亚马逊的云业务的利润率可能会随着规模的扩大而扩大。</blockquote></p><p> Therefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.</p><p><blockquote>因此，只要上表继续看起来不错，这家总部位于西雅图的云巨头的利润和现金流就可能会上升，亚马逊股票应该会受益。</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>Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</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\">\nAmazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-06-30 22:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.</p><p><blockquote>云采用的加速导致了2020年IaaS收入令人眼花缭乱的增长，亚马逊仍然是该领域的头号玩家。这就是为什么这对亚马逊股票投资者很重要。</blockquote></p><p> Last year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.</p><p><blockquote>去年云基础设施表现出色，该行业在全球创造了超过600亿美元的收入。至少Gartner最近发布的报告是这么认为的。在云采用加速的推动下，IaaS销售额比2019年增长了41%。</blockquote></p><p> One of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.</p><p><blockquote>亚马逊是云趋势的最大受益者之一。该公司通过其亚马逊网络服务部门创造了超过40%的行业总收入，巩固了其作为全球无可争议的云基础设施之王的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2c7a47d64871690408cff1b60106bca\" tg-width=\"1200\" tg-height=\"899\"><span>Figure 1: Amazon Web Serviced (AWS).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊网络服务（AWS）。</span></p></blockquote></p><p> <b>A look at the numbers</b></p><p><blockquote><b>看看这些数字</b></blockquote></p><p> The table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.</p><p><blockquote>下表总结了Gartner关于云IaaS的发现。亚马逊的收入为262亿美元，是该领域第二大参与者微软的两倍多。除了微软之外，所有其他竞争对手的IaaS收入总和都低于亚马逊。</blockquote></p><p> The worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.</p><p><blockquote>对亚马逊来说，更糟糕的消息是，自2019年以来，其市场份额明显下降。该公司曾经控制着该行业近45%的份额，但在12个月内失去了大约4个百分点。看起来接下来的四个竞争对手都在2020年蚕食亚马逊的主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fc2aae6052c89cc17d34000360050d\" tg-width=\"825\" tg-height=\"513\"><span>Figure 2: Worldwide IaaS public market cloud services market share, 2019-2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2020年全球IaaS公共市场云服务市场份额。</span></p></blockquote></p><p> Worth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.</p><p><blockquote>值得注意的是，上表仅涉及云基础设施，我估计云基础设施至少占亚马逊网络服务收入的60%。未列出的是云平台（PaaS）和打包软件（SaaS）——后者亚马逊并不是其中的大玩家。</blockquote></p><p> <b>Why cloud matters</b></p><p><blockquote><b>为什么云很重要</b></blockquote></p><p> Cloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:</p><p><blockquote>云的采用是过去十年的长期趋势之一——与20世纪90年代的互联网、21世纪初的大数据和互联设备一起——已经达到了逃逸速度。Gartner提供了以下报价来支持这一想法：</blockquote></p><p>   “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”  For the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.</p><p><blockquote>“首席信息官单独投资云IaaS和PaaS的时代早已结束。云市场将继续增长，提供商的真正机会来自边缘、5G和人工智能等云相邻技术市场的增长。”单就收入增长机会而言，云是亚马逊成功的重要因素。但有些人可能仍然不知道的是，2020年仅占亚马逊收入12%的AWS却占该公司营业利润的近60%。与电子商务相比，亚马逊的云业务的利润率可能会随着规模的扩大而扩大。</blockquote></p><p> Therefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.</p><p><blockquote>因此，只要上表继续看起来不错，这家总部位于西雅图的云巨头的利润和现金流就可能会上升，亚马逊股票应该会受益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168354842","content_text":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.\nLast year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.\nOne of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.\nFigure 1: Amazon Web Serviced (AWS).\nA look at the numbers\nThe table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.\nThe worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.\nFigure 2: Worldwide IaaS public market cloud services market share, 2019-2020.\nWorth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.\nWhy cloud matters\nCloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:\n\n “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”\n\nFor the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.\nTherefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151893986,"gmtCreate":1625069954245,"gmtModify":1633945141990,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151893986","repostId":"1110936297","repostType":2,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":156466554,"gmtCreate":1625234595278,"gmtModify":1633942242926,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156466554","repostId":"1160501835","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148614278,"gmtCreate":1625971170094,"gmtModify":1633931241357,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148614278","repostId":"1176789091","repostType":4,"repost":{"id":"1176789091","kind":"news","pubTimestamp":1625966668,"share":"https://www.laohu8.com/m/news/1176789091?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:24","market":"us","language":"en","title":"Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176789091","media":"TheStreet","summary":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nTh","content":"<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止，我们已经讨论了(1)华尔街对收入和盈利的预期，以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在2021年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变（也称为“呆在家里”趋势）的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升：自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，即使新冠肺炎危机即将结束，消费者也不会恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次令人印象深刻，尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更大的存储空间、更好的图形、更快的处理器速度）甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子，Research and Markets认为，到2023年，整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比，这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先，该公司有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且，苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布，整个iPad系列（除了不太相关的迷你版本）今天只有大约九个月的历史。凭借强大的产品组合，iPad很可能成为苹果第三财季财报日最耀眼的明星。</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>Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</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\">\nCould The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-11 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止，我们已经讨论了(1)华尔街对收入和盈利的预期，以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在2021年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变（也称为“呆在家里”趋势）的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升：自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，即使新冠肺炎危机即将结束，消费者也不会恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次令人印象深刻，尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更大的存储空间、更好的图形、更快的处理器速度）甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子，Research and Markets认为，到2023年，整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比，这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先，该公司有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且，苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布，整个iPad系列（除了不太相关的迷你版本）今天只有大约九个月的历史。凭借强大的产品组合，iPad很可能成为苹果第三财季财报日最耀眼的明星。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176789091","content_text":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nThe Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.\nToday, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.\nFigure 1: The latest iPad Pro model.\nThe 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.\nFor starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.\nBut the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.\nFigure 2: iPad revenue in millions U.S dollars.\nThe rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).\nCase in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.\nLastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.\nBut also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.\nWith the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152828852,"gmtCreate":1625282102776,"gmtModify":1633941775113,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152828852","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=zh_CN&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<p>  Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?  Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p><p><blockquote>与大型股和超大型股同行相比，阿里巴巴-SW一直严重落后。这种情况会在2021年下半年改变吗？阿里巴巴-SW(<b>巴巴</b>）-今年到目前为止，Get报告一直是一只狗。该股在2020年第四季度一直交易良好，但随后一系列问题重创了该股。</blockquote></p><p> Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p><p><blockquote>监管机构扰乱了蚂蚁金服的首次公开募股，然后深入调查了阿里巴巴-SW并加大了力度。</blockquote></p><p> Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p><p><blockquote>投资者不喜欢监管问题，尤其是当我们与中国监管机构打交道时。</blockquote></p><p> However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p><p><blockquote>然而，四月份，阿里巴巴-SW支付了低于预期但仍创历史新高的罚款，希望将监管问题抛在脑后。尽管如此，该股的反应并没有像多头希望的那样。</blockquote></p><p> All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p><p><blockquote>所有这一切都发生在标普500和纳斯达克继续超越历史新高之际。</blockquote></p><p> It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p><p><blockquote>与此同时，FAANG股票的交易继续非常好。Alphabet(<b>GOOGL</b>)-Get Reportis是表现最好的公司，上半年涨幅接近40%，而Netflix(<b>NFLX</b>）-Get报告最差，下降了2.3%。</blockquote></p><p> Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p><p><blockquote>阿里巴巴-SW上半年表现类似，下跌2.6%。然而，它的表现比高点差得多，下跌了30%以上。</blockquote></p><p> Can it turn around its woes in the second half and start rallying higher?</p><p><blockquote>它能否在下半年扭转困境并开始反弹？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p><p><blockquote></blockquote></p><p> Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p><p><blockquote>看涨期权我是一个无可救药的乐观主义者，但我觉得阿里巴巴-SW下半场可以有稳定的表现。</blockquote></p><p> The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p><p><blockquote>整体市场表现太好了，大型科技股也是如此。业务基本面完好，增长强劲。就像亚马逊（<b>AMZN</b>)-获取报告。最终，它会表现得更好——这是一个“何时”而不是“如果”的问题。</blockquote></p><p> Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p><p><blockquote>股价继续守住210美元至212美元区域，最近已清除下行阻力（蓝线）。也就是说，还有很多障碍。</blockquote></p><p> Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p><p><blockquote>具体来说，阿里巴巴-SW股票在21周移动平均线以及21个月和10个月移动平均线上苦苦挣扎。</blockquote></p><p> Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p><p><blockquote>让我们明确一点：这里没有很多看涨的技术成分。如果阿里巴巴-SW股票能够在本周下跌时守住10周移动平均线，我会感觉更好。</blockquote></p><p> However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p><p><blockquote>然而，只要它能够保持在210美元水平和200周移动平均线以上，我对阿里巴巴-SW进入未来六个月感到满意。</blockquote></p><p> A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p><p><blockquote>突破235美元——从而突破上述所有移动平均线障碍——可能会上涨至250美元，然后是263美元。275美元以上和300美元正在发挥作用。</blockquote></p><p> Keep the risk in mind but this could be a solid second-half rebound play.</p><p><blockquote>请记住风险，但这可能是一场稳固的下半场反弹。</blockquote></p><p></p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?<blockquote>阿里巴巴-SW能否在2021年下半年扭转颓势？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-03 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?  Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p><p><blockquote>与大型股和超大型股同行相比，阿里巴巴-SW一直严重落后。这种情况会在2021年下半年改变吗？阿里巴巴-SW(<b>巴巴</b>）-今年到目前为止，Get报告一直是一只狗。该股在2020年第四季度一直交易良好，但随后一系列问题重创了该股。</blockquote></p><p> Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p><p><blockquote>监管机构扰乱了蚂蚁金服的首次公开募股，然后深入调查了阿里巴巴-SW并加大了力度。</blockquote></p><p> Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p><p><blockquote>投资者不喜欢监管问题，尤其是当我们与中国监管机构打交道时。</blockquote></p><p> However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p><p><blockquote>然而，四月份，阿里巴巴-SW支付了低于预期但仍创历史新高的罚款，希望将监管问题抛在脑后。尽管如此，该股的反应并没有像多头希望的那样。</blockquote></p><p> All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p><p><blockquote>所有这一切都发生在标普500和纳斯达克继续超越历史新高之际。</blockquote></p><p> It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p><p><blockquote>与此同时，FAANG股票的交易继续非常好。Alphabet(<b>GOOGL</b>)-Get Reportis是表现最好的公司，上半年涨幅接近40%，而Netflix(<b>NFLX</b>）-Get报告最差，下降了2.3%。</blockquote></p><p> Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p><p><blockquote>阿里巴巴-SW上半年表现类似，下跌2.6%。然而，它的表现比高点差得多，下跌了30%以上。</blockquote></p><p> Can it turn around its woes in the second half and start rallying higher?</p><p><blockquote>它能否在下半年扭转困境并开始反弹？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p><p><blockquote></blockquote></p><p> Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p><p><blockquote>看涨期权我是一个无可救药的乐观主义者，但我觉得阿里巴巴-SW下半场可以有稳定的表现。</blockquote></p><p> The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p><p><blockquote>整体市场表现太好了，大型科技股也是如此。业务基本面完好，增长强劲。就像亚马逊（<b>AMZN</b>)-获取报告。最终，它会表现得更好——这是一个“何时”而不是“如果”的问题。</blockquote></p><p> Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p><p><blockquote>股价继续守住210美元至212美元区域，最近已清除下行阻力（蓝线）。也就是说，还有很多障碍。</blockquote></p><p> Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p><p><blockquote>具体来说，阿里巴巴-SW股票在21周移动平均线以及21个月和10个月移动平均线上苦苦挣扎。</blockquote></p><p> Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p><p><blockquote>让我们明确一点：这里没有很多看涨的技术成分。如果阿里巴巴-SW股票能够在本周下跌时守住10周移动平均线，我会感觉更好。</blockquote></p><p> However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p><p><blockquote>然而，只要它能够保持在210美元水平和200周移动平均线以上，我对阿里巴巴-SW进入未来六个月感到满意。</blockquote></p><p> A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p><p><blockquote>突破235美元——从而突破上述所有移动平均线障碍——可能会上涨至250美元，然后是263美元。275美元以上和300美元正在发挥作用。</blockquote></p><p> Keep the risk in mind but this could be a solid second-half rebound play.</p><p><blockquote>请记住风险，但这可能是一场稳固的下半场反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">The Street</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":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1,"symbols_score_info":{"09618":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148617150,"gmtCreate":1625971219270,"gmtModify":1631887104059,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Go Singtel&nbsp;","listText":"Go Singtel&nbsp;","text":"Go Singtel","images":[{"img":"https://static.tigerbbs.com/826a553f250d24eacbebf36a8bff2f44","width":"1125","height":"2104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148617150","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152691183,"gmtCreate":1625285746942,"gmtModify":1633941733459,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152691183","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohu8.com/m/news/1120590567?lang=zh_CN&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来6月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是证明。6月份令人印象深刻的交付率表明市场可能低估了蔚来的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来工厂的产量从每月10,000辆减少到7,500辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然暂时的产量下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。这家中国电动汽车制造商在6月份共交付了8,083辆汽车，使21年第二季度的电动汽车总数达到21,896辆，包括所有车型……蔚来的5座电动SUV ES6、5座电动轿跑车SUV EC6和6座或7座电动SUV ES8。蔚来第二季度的月度和季度交付总量创下纪录，这家电动汽车制造商将在今年剩余时间内创下新纪录。6月份总交付量同比增长116%，其中ES6车型增长最大。ES6类别同比增长52%。21年第二季度的总交付量为21,896辆，其中大部分是ES6，同比增长112%……尽管第二季度出现了生产问题。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为95%。6月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为15万辆汽车，但由于半导体短缺，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车(XPEV)于2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了4,730辆电动运动轿车和1,835辆紧凑型SUV，比以往任何时候都多。21年第二季度，小鹏汽车交付量为17,398辆，同比增长439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来2021财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而蔚来的运营仍将比满负荷产能低20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021财年的总交付潜力为97,056辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。蔚来在2020年总共交付了43,728辆汽车，因此2021年的交付量预计为97,056辆，意味着同比增长122%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来的销售增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商的价格并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为9.4，估值乘数因素与其他电动汽车制造商没有太大区别。与市盈率为9.9的特斯拉(TSLA)相比，蔚来具有更大的重估潜力，因为它在更大的市场中运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复全面生产可能会为股价升值创造沃土。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。2021年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长120%。</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>NIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected<blockquote>蔚来的增长速度可能比预期还要快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 23:09</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>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来6月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是证明。6月份令人印象深刻的交付率表明市场可能低估了蔚来的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来工厂的产量从每月10,000辆减少到7,500辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然暂时的产量下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。这家中国电动汽车制造商在6月份共交付了8,083辆汽车，使21年第二季度的电动汽车总数达到21,896辆，包括所有车型……蔚来的5座电动SUV ES6、5座电动轿跑车SUV EC6和6座或7座电动SUV ES8。蔚来第二季度的月度和季度交付总量创下纪录，这家电动汽车制造商将在今年剩余时间内创下新纪录。6月份总交付量同比增长116%，其中ES6车型增长最大。ES6类别同比增长52%。21年第二季度的总交付量为21,896辆，其中大部分是ES6，同比增长112%……尽管第二季度出现了生产问题。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为95%。6月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为15万辆汽车，但由于半导体短缺，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车(XPEV)于2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了4,730辆电动运动轿车和1,835辆紧凑型SUV，比以往任何时候都多。21年第二季度，小鹏汽车交付量为17,398辆，同比增长439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来2021财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而蔚来的运营仍将比满负荷产能低20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021财年的总交付潜力为97,056辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。蔚来在2020年总共交付了43,728辆汽车，因此2021年的交付量预计为97,056辆，意味着同比增长122%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来的销售增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商的价格并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为9.4，估值乘数因素与其他电动汽车制造商没有太大区别。与市盈率为9.9的特斯拉(TSLA)相比，蔚来具有更大的重估潜力，因为它在更大的市场中运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复全面生产可能会为股价升值创造沃土。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。2021年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长120%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152690861,"gmtCreate":1625285515253,"gmtModify":1633941736068,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152690861","repostId":"2148015288","repostType":4,"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156468746,"gmtCreate":1625234563985,"gmtModify":1633942243386,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156468746","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://www.laohu8.com/m/news/1196057674?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</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>5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</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\">\n5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-02 20:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MNST":"怪物饮料","AAPL":"苹果","KO":"可口可乐","WFC":"富国银行","BRK.B":"伯克希尔B","AON":"怡安保险","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 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up","images":[{"img":"https://static.tigerbbs.com/6dd182ed47c1d42c7eddc19eddcb84d0","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152724871","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151895338,"gmtCreate":1625070192924,"gmtModify":1633945137816,"author":{"id":"4088030537191760","authorId":"4088030537191760","name":"Nubtart","avatar":"https://static.tigerbbs.com/50efa8c34437be6f2f28e0ef47f1a835","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088030537191760","authorIdStr":"4088030537191760"},"themes":[],"htmlText":"Very good","listText":"Very good","text":"Very good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151895338","repostId":"1168354842","repostType":4,"repost":{"id":"1168354842","kind":"news","pubTimestamp":1625064927,"share":"https://www.laohu8.com/m/news/1168354842?lang=zh_CN&edition=full","pubTime":"2021-06-30 22:55","market":"us","language":"en","title":"Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168354842","media":"TheStreet","summary":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains t","content":"<p>Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.</p><p><blockquote>云采用的加速导致了2020年IaaS收入令人眼花缭乱的增长，亚马逊仍然是该领域的头号玩家。这就是为什么这对亚马逊股票投资者很重要。</blockquote></p><p> Last year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.</p><p><blockquote>去年云基础设施表现出色，该行业在全球创造了超过600亿美元的收入。至少Gartner最近发布的报告是这么认为的。在云采用加速的推动下，IaaS销售额比2019年增长了41%。</blockquote></p><p> One of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.</p><p><blockquote>亚马逊是云趋势的最大受益者之一。该公司通过其亚马逊网络服务部门创造了超过40%的行业总收入，巩固了其作为全球无可争议的云基础设施之王的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2c7a47d64871690408cff1b60106bca\" tg-width=\"1200\" tg-height=\"899\"><span>Figure 1: Amazon Web Serviced (AWS).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊网络服务（AWS）。</span></p></blockquote></p><p> <b>A look at the numbers</b></p><p><blockquote><b>看看这些数字</b></blockquote></p><p> The table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.</p><p><blockquote>下表总结了Gartner关于云IaaS的发现。亚马逊的收入为262亿美元，是该领域第二大参与者微软的两倍多。除了微软之外，所有其他竞争对手的IaaS收入总和都低于亚马逊。</blockquote></p><p> The worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.</p><p><blockquote>对亚马逊来说，更糟糕的消息是，自2019年以来，其市场份额明显下降。该公司曾经控制着该行业近45%的份额，但在12个月内失去了大约4个百分点。看起来接下来的四个竞争对手都在2020年蚕食亚马逊的主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fc2aae6052c89cc17d34000360050d\" tg-width=\"825\" tg-height=\"513\"><span>Figure 2: Worldwide IaaS public market cloud services market share, 2019-2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2020年全球IaaS公共市场云服务市场份额。</span></p></blockquote></p><p> Worth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.</p><p><blockquote>值得注意的是，上表仅涉及云基础设施，我估计云基础设施至少占亚马逊网络服务收入的60%。未列出的是云平台（PaaS）和打包软件（SaaS）——后者亚马逊并不是其中的大玩家。</blockquote></p><p> <b>Why cloud matters</b></p><p><blockquote><b>为什么云很重要</b></blockquote></p><p> Cloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:</p><p><blockquote>云的采用是过去十年的长期趋势之一——与20世纪90年代的互联网、21世纪初的大数据和互联设备一起——已经达到了逃逸速度。Gartner提供了以下报价来支持这一想法：</blockquote></p><p>   “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”  For the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.</p><p><blockquote>“首席信息官单独投资云IaaS和PaaS的时代早已结束。云市场将继续增长，提供商的真正机会来自边缘、5G和人工智能等云相邻技术市场的增长。”单就收入增长机会而言，云是亚马逊成功的重要因素。但有些人可能仍然不知道的是，2020年仅占亚马逊收入12%的AWS却占该公司营业利润的近60%。与电子商务相比，亚马逊的云业务的利润率可能会随着规模的扩大而扩大。</blockquote></p><p> Therefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.</p><p><blockquote>因此，只要上表继续看起来不错，这家总部位于西雅图的云巨头的利润和现金流就可能会上升，亚马逊股票应该会受益。</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>Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</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\">\nAmazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-06-30 22:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.</p><p><blockquote>云采用的加速导致了2020年IaaS收入令人眼花缭乱的增长，亚马逊仍然是该领域的头号玩家。这就是为什么这对亚马逊股票投资者很重要。</blockquote></p><p> Last year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.</p><p><blockquote>去年云基础设施表现出色，该行业在全球创造了超过600亿美元的收入。至少Gartner最近发布的报告是这么认为的。在云采用加速的推动下，IaaS销售额比2019年增长了41%。</blockquote></p><p> One of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.</p><p><blockquote>亚马逊是云趋势的最大受益者之一。该公司通过其亚马逊网络服务部门创造了超过40%的行业总收入，巩固了其作为全球无可争议的云基础设施之王的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2c7a47d64871690408cff1b60106bca\" tg-width=\"1200\" tg-height=\"899\"><span>Figure 1: Amazon Web Serviced (AWS).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊网络服务（AWS）。</span></p></blockquote></p><p> <b>A look at the numbers</b></p><p><blockquote><b>看看这些数字</b></blockquote></p><p> The table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.</p><p><blockquote>下表总结了Gartner关于云IaaS的发现。亚马逊的收入为262亿美元，是该领域第二大参与者微软的两倍多。除了微软之外，所有其他竞争对手的IaaS收入总和都低于亚马逊。</blockquote></p><p> The worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.</p><p><blockquote>对亚马逊来说，更糟糕的消息是，自2019年以来，其市场份额明显下降。该公司曾经控制着该行业近45%的份额，但在12个月内失去了大约4个百分点。看起来接下来的四个竞争对手都在2020年蚕食亚马逊的主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fc2aae6052c89cc17d34000360050d\" tg-width=\"825\" tg-height=\"513\"><span>Figure 2: Worldwide IaaS public market cloud services market share, 2019-2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2020年全球IaaS公共市场云服务市场份额。</span></p></blockquote></p><p> Worth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.</p><p><blockquote>值得注意的是，上表仅涉及云基础设施，我估计云基础设施至少占亚马逊网络服务收入的60%。未列出的是云平台（PaaS）和打包软件（SaaS）——后者亚马逊并不是其中的大玩家。</blockquote></p><p> <b>Why cloud matters</b></p><p><blockquote><b>为什么云很重要</b></blockquote></p><p> Cloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:</p><p><blockquote>云的采用是过去十年的长期趋势之一——与20世纪90年代的互联网、21世纪初的大数据和互联设备一起——已经达到了逃逸速度。Gartner提供了以下报价来支持这一想法：</blockquote></p><p>   “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”  For the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.</p><p><blockquote>“首席信息官单独投资云IaaS和PaaS的时代早已结束。云市场将继续增长，提供商的真正机会来自边缘、5G和人工智能等云相邻技术市场的增长。”单就收入增长机会而言，云是亚马逊成功的重要因素。但有些人可能仍然不知道的是，2020年仅占亚马逊收入12%的AWS却占该公司营业利润的近60%。与电子商务相比，亚马逊的云业务的利润率可能会随着规模的扩大而扩大。</blockquote></p><p> Therefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.</p><p><blockquote>因此，只要上表继续看起来不错，这家总部位于西雅图的云巨头的利润和现金流就可能会上升，亚马逊股票应该会受益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168354842","content_text":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.\nLast year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.\nOne of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.\nFigure 1: Amazon Web Serviced (AWS).\nA look at the numbers\nThe table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.\nThe worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.\nFigure 2: Worldwide IaaS public market cloud services market share, 2019-2020.\nWorth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.\nWhy cloud matters\nCloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:\n\n “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”\n\nFor the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.\nTherefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}