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mandyt25

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2021-07-15

$Amazon.com(AMZN)$Retreat from the new high

2021-08-11

Careful for PRC shares. Go for Nvidia !

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2021-07-25

Is NIO China version of Tesla? Let’s wait & see

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

2021-07-09

Time for Pfizer to pick up !

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2021-08-04

$Alibaba(BABA)$Hi baba!

2021-09-02

Everything bubble. So, are you bubble too?

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2021-08-26

Good news or bad news?

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2021-07-25

Key to note: Apple shares have fallen after four of the past five earnings reports. It’s time to take profit before her earnings report out on Tuesday.

What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>

2021-07-22

Nvidia. I have my faith on you, don’t let me down please. Thanks

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2021-07-13

$Taiwan Semiconductor Manufacturing(TSM)$How good if this is my prime account portfolio 😂

2021-08-17

$Spotify Technology S.A.(SPOT)$?

2021-08-05

Good buy for long term growth.

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2021-07-27

what about Apple? u just missed that :S

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2021-07-20

10%-15% correction? Time to buy !

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2021-08-27

$NVIDIA Corp(NVDA)$After a long wait, finally ! Up

2021-08-03

Time to go in when it’s low

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2021-07-28

Go-ogle go go go !!!

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2021-07-23

Overvalue?

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2021-07-21

After I sell then u go up 😭

2021-07-17

$Spotify Technology S.A.(SPOT)$What happen to you Spotify? Wake up

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This is how Apple stock investors should benefit.</p><p><blockquote>继疫情期间活动回落后，美国企业界继续积极购买自己的股票。这就是苹果股票投资者应该受益的方式。</blockquote></p><p> S&amp;P Dow Jones Indices has&nbsp;reported&nbsp;that US-based companies continue to invest heavily in… their own stock. Share buybacks in Q2 has risen nearly 12% sequentially and 124% YOY. This is a strong rebound from the post-COVID period of uncertainty that led to a temporary reduction in repurchase activity.</p><p><blockquote>标准普尔道琼斯指数报告称，美国公司继续大力投资……他们自己的股票。第二季度股票回购量环比增长近12%，同比增长124%。这是从导致回购活动暂时减少的后新冠疫情不确定性时期的强劲反弹。</blockquote></p><p> This is a reminder for Apple stock&nbsp;investors that the Cupertino company’s share price can continue to benefit from stock buybacks. The Apple Maven recaps why this might be the case.</p><p><blockquote>这提醒苹果股票投资者，库比蒂诺公司的股价可以继续受益于股票回购。苹果专家概述了为什么会出现这种情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Apple’s “secret sauce”</b></p><p><blockquote><b>苹果的“秘制酱料”</b></blockquote></p><p> A bit over a year ago,I talked about one of Apple’s tricks&nbsp;to driving share price higher in the past decade. “Tenfold in ten years” was possible not merely because of robust business fundamentals. Sure, the popularity of the iPhone and success of iPad contributed greatly to compelling stock performance. But share repurchase was also an important piece of the puzzle.</p><p><blockquote>一年多前，我谈到了苹果在过去十年中推动股价上涨的技巧之一。“十年十倍”之所以成为可能，不仅仅是因为稳健的业务基本面。当然，iPhone的流行和iPad的成功极大地促进了引人注目的股票表现。但股票回购也是这个难题的重要组成部分。</blockquote></p><p> Think about it: since 2011, Apple’s net income grew an impressive 190%. But at the same time, EPS (earnings per share) shot up by 325% over the same period. This “net income leverage” effect was only possible because share count was slashed by around 30% between 2013 and 2020. See chart below, which was published in June 2020 and not adjusted&nbsp;for the most recent stock split.</p><p><blockquote>想想看：自2011年以来，苹果的净利润增长了令人印象深刻的190%。但与此同时，EPS（每股收益）同期飙升325%。这种“净利润杠杆”效应之所以成为可能，是因为2013年至2020年间股票数量削减了约30%。请参阅下图，该图表于2020年6月发布，未根据最近的股票分割进行调整。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10126c1a8a7f21648f44ba54c038c518\" tg-width=\"656\" tg-height=\"352\" width=\"100%\" height=\"auto\"><span>Figure 2: Apple's net cash &amp; shares outstanding since 2011.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果自2011年以来的净现金和已发行股票。</span></p></blockquote></p><p> In the S&amp;P’s most recent report, Apple was cited as the leader of the pack in stock buybacks by “not only spending the most of any [company], but its Q2 expenditure ranked second highest in S&amp;P history”. The Cupertino company seems highly committed to supporting its stock, which should be a bullish sign.</p><p><blockquote>在标准普尔最近的报告中，苹果被认为是股票回购的领导者，因为“不仅是所有[公司]中支出最多的，而且其第二季度支出在标准普尔历史上排名第二”。这家库比蒂诺公司似乎高度致力于支持其股票，这应该是一个看涨信号。</blockquote></p><p> <b>Apple Maven’s take: quick math</b></p><p><blockquote><b>苹果·梅文的观点：快速数学</b></blockquote></p><p> Continuing to retire shares is, in my view, a crucial tenet of the investment thesis on AAPL stock – and Apple’s management team seems to agree. Year-to-date, the Cupertino company has&nbsp;spent&nbsp;$66.2 billion on repurchases, 20% more than in fiscal 2020. The figure is massive, as it has represented nearly 90% of the free cash flow that Apple has produced in fiscal 2021 so far.</p><p><blockquote>在我看来，继续回购股票是苹果公司股票投资理论的一个重要原则——苹果的管理团队似乎也同意这一点。今年迄今为止，这家库比蒂诺公司已花费662亿美元用于回购，比2020财年增加了20%。这个数字是巨大的，因为它代表了苹果2021财年迄今为止产生的自由现金流的近90%。</blockquote></p><p> At this pace, and assuming a share price of $150 apiece, Apple can retire around 600 million shares per year going forward, or just short of 4% of the total number of shares outstanding annually. Give it five years, and Apple’s share count could drop by almost 20%.</p><p><blockquote>按照这个速度，假设每股股价为150美元，苹果未来每年可以退役约6亿股，略低于每年已发行股票总数的4%。五年后，苹果的股票数量可能会下降近20%。</blockquote></p><p> Think of the EPS calculation, which is net income divided by shares outstanding. Repurchases alone can boost Apple’s bottom line quite substantially. Assuming the stock’s P/E valuation does not change, it is fair to say, roughly, that AAPL stock can rise some 20% by 2026 due to buybacks alone.</p><p><blockquote>想想每股收益的计算，即净利润除以已发行股票。仅回购就可以大幅提高苹果的利润。假设该股的市盈率估值不变，粗略地说，仅由于回购，AAPL股价到2026年就可以上涨约20%。</blockquote></p><p> For this reason and given the recent reports of a pickup in share repurchase activity across Corporate America, Apple investors have good reasons to be optimistic about share price performance.</p><p><blockquote>出于这个原因，并鉴于最近有报道称美国企业界股票回购活动有所增加，苹果投资者有充分的理由对股价表现持乐观态度。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票：能推高股价的“绝招”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The “Trick” That Can Push Share Price Higher<blockquote>苹果股票：能推高股价的“绝招”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-09-27 15:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Corporate America continues to aggressively buy their own shares, following a pullback in activity during the pandemic. This is how Apple stock investors should benefit.</p><p><blockquote>继疫情期间活动回落后，美国企业界继续积极购买自己的股票。这就是苹果股票投资者应该受益的方式。</blockquote></p><p> S&amp;P Dow Jones Indices has&nbsp;reported&nbsp;that US-based companies continue to invest heavily in… their own stock. Share buybacks in Q2 has risen nearly 12% sequentially and 124% YOY. This is a strong rebound from the post-COVID period of uncertainty that led to a temporary reduction in repurchase activity.</p><p><blockquote>标准普尔道琼斯指数报告称，美国公司继续大力投资……他们自己的股票。第二季度股票回购量环比增长近12%，同比增长124%。这是从导致回购活动暂时减少的后新冠疫情不确定性时期的强劲反弹。</blockquote></p><p> This is a reminder for Apple stock&nbsp;investors that the Cupertino company’s share price can continue to benefit from stock buybacks. The Apple Maven recaps why this might be the case.</p><p><blockquote>这提醒苹果股票投资者，库比蒂诺公司的股价可以继续受益于股票回购。苹果专家概述了为什么会出现这种情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Apple’s “secret sauce”</b></p><p><blockquote><b>苹果的“秘制酱料”</b></blockquote></p><p> A bit over a year ago,I talked about one of Apple’s tricks&nbsp;to driving share price higher in the past decade. “Tenfold in ten years” was possible not merely because of robust business fundamentals. Sure, the popularity of the iPhone and success of iPad contributed greatly to compelling stock performance. But share repurchase was also an important piece of the puzzle.</p><p><blockquote>一年多前，我谈到了苹果在过去十年中推动股价上涨的技巧之一。“十年十倍”之所以成为可能，不仅仅是因为稳健的业务基本面。当然，iPhone的流行和iPad的成功极大地促进了引人注目的股票表现。但股票回购也是这个难题的重要组成部分。</blockquote></p><p> Think about it: since 2011, Apple’s net income grew an impressive 190%. But at the same time, EPS (earnings per share) shot up by 325% over the same period. This “net income leverage” effect was only possible because share count was slashed by around 30% between 2013 and 2020. See chart below, which was published in June 2020 and not adjusted&nbsp;for the most recent stock split.</p><p><blockquote>想想看：自2011年以来，苹果的净利润增长了令人印象深刻的190%。但与此同时，EPS（每股收益）同期飙升325%。这种“净利润杠杆”效应之所以成为可能，是因为2013年至2020年间股票数量削减了约30%。请参阅下图，该图表于2020年6月发布，未根据最近的股票分割进行调整。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10126c1a8a7f21648f44ba54c038c518\" tg-width=\"656\" tg-height=\"352\" width=\"100%\" height=\"auto\"><span>Figure 2: Apple's net cash &amp; shares outstanding since 2011.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果自2011年以来的净现金和已发行股票。</span></p></blockquote></p><p> In the S&amp;P’s most recent report, Apple was cited as the leader of the pack in stock buybacks by “not only spending the most of any [company], but its Q2 expenditure ranked second highest in S&amp;P history”. The Cupertino company seems highly committed to supporting its stock, which should be a bullish sign.</p><p><blockquote>在标准普尔最近的报告中，苹果被认为是股票回购的领导者，因为“不仅是所有[公司]中支出最多的，而且其第二季度支出在标准普尔历史上排名第二”。这家库比蒂诺公司似乎高度致力于支持其股票，这应该是一个看涨信号。</blockquote></p><p> <b>Apple Maven’s take: quick math</b></p><p><blockquote><b>苹果·梅文的观点：快速数学</b></blockquote></p><p> Continuing to retire shares is, in my view, a crucial tenet of the investment thesis on AAPL stock – and Apple’s management team seems to agree. Year-to-date, the Cupertino company has&nbsp;spent&nbsp;$66.2 billion on repurchases, 20% more than in fiscal 2020. The figure is massive, as it has represented nearly 90% of the free cash flow that Apple has produced in fiscal 2021 so far.</p><p><blockquote>在我看来，继续回购股票是苹果公司股票投资理论的一个重要原则——苹果的管理团队似乎也同意这一点。今年迄今为止，这家库比蒂诺公司已花费662亿美元用于回购，比2020财年增加了20%。这个数字是巨大的，因为它代表了苹果2021财年迄今为止产生的自由现金流的近90%。</blockquote></p><p> At this pace, and assuming a share price of $150 apiece, Apple can retire around 600 million shares per year going forward, or just short of 4% of the total number of shares outstanding annually. Give it five years, and Apple’s share count could drop by almost 20%.</p><p><blockquote>按照这个速度，假设每股股价为150美元，苹果未来每年可以退役约6亿股，略低于每年已发行股票总数的4%。五年后，苹果的股票数量可能会下降近20%。</blockquote></p><p> Think of the EPS calculation, which is net income divided by shares outstanding. Repurchases alone can boost Apple’s bottom line quite substantially. Assuming the stock’s P/E valuation does not change, it is fair to say, roughly, that AAPL stock can rise some 20% by 2026 due to buybacks alone.</p><p><blockquote>想想每股收益的计算，即净利润除以已发行股票。仅回购就可以大幅提高苹果的利润。假设该股的市盈率估值不变，粗略地说，仅由于回购，AAPL股价到2026年就可以上涨约20%。</blockquote></p><p> For this reason and given the recent reports of a pickup in share repurchase activity across Corporate America, Apple investors have good reasons to be optimistic about share price performance.</p><p><blockquote>出于这个原因，并鉴于最近有报道称美国企业界股票回购活动有所增加，苹果投资者有充分的理由对股价表现持乐观态度。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/apple-stock-the-trick-that-can-push-share-price-higher\">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/stock/apple-stock-the-trick-that-can-push-share-price-higher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143344359","content_text":"Corporate America continues to aggressively buy their own shares, following a pullback in activity during the pandemic. This is how Apple stock investors should benefit.\nS&P Dow Jones Indices has reported that US-based companies continue to invest heavily in… their own stock. Share buybacks in Q2 has risen nearly 12% sequentially and 124% YOY. This is a strong rebound from the post-COVID period of uncertainty that led to a temporary reduction in repurchase activity.\nThis is a reminder for Apple stock investors that the Cupertino company’s share price can continue to benefit from stock buybacks. The Apple Maven recaps why this might be the case.\nFigure 1: Apple store in New York, NY.\nApple’s “secret sauce”\nA bit over a year ago,I talked about one of Apple’s tricks to driving share price higher in the past decade. “Tenfold in ten years” was possible not merely because of robust business fundamentals. Sure, the popularity of the iPhone and success of iPad contributed greatly to compelling stock performance. But share repurchase was also an important piece of the puzzle.\nThink about it: since 2011, Apple’s net income grew an impressive 190%. But at the same time, EPS (earnings per share) shot up by 325% over the same period. This “net income leverage” effect was only possible because share count was slashed by around 30% between 2013 and 2020. See chart below, which was published in June 2020 and not adjusted for the most recent stock split.\nFigure 2: Apple's net cash & shares outstanding since 2011.\nIn the S&P’s most recent report, Apple was cited as the leader of the pack in stock buybacks by “not only spending the most of any [company], but its Q2 expenditure ranked second highest in S&P history”. The Cupertino company seems highly committed to supporting its stock, which should be a bullish sign.\nApple Maven’s take: quick math\nContinuing to retire shares is, in my view, a crucial tenet of the investment thesis on AAPL stock – and Apple’s management team seems to agree. Year-to-date, the Cupertino company has spent $66.2 billion on repurchases, 20% more than in fiscal 2020. The figure is massive, as it has represented nearly 90% of the free cash flow that Apple has produced in fiscal 2021 so far.\nAt this pace, and assuming a share price of $150 apiece, Apple can retire around 600 million shares per year going forward, or just short of 4% of the total number of shares outstanding annually. Give it five years, and Apple’s share count could drop by almost 20%.\nThink of the EPS calculation, which is net income divided by shares outstanding. Repurchases alone can boost Apple’s bottom line quite substantially. Assuming the stock’s P/E valuation does not change, it is fair to say, roughly, that AAPL stock can rise some 20% by 2026 due to buybacks alone.\nFor this reason and given the recent reports of a pickup in share repurchase activity across Corporate America, Apple investors have good reasons to be optimistic about share price performance.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886024674,"gmtCreate":1631540399298,"gmtModify":1631889767346,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Going for long term 🍎","listText":"Going for long term 🍎","text":"Going for long term 🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886024674","repostId":"881360766","repostType":1,"repost":{"id":881360766,"gmtCreate":1631294103955,"gmtModify":1631883964661,"author":{"id":"3577922109777992","authorId":"3577922109777992","name":"Eldenminaj","avatar":"https://static.tigerbbs.com/0b70c888201698b49ffaacadca9b58be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922109777992","authorIdStr":"3577922109777992"},"themes":[],"htmlText":"Is Apple overvalued now? Is it a good buy?<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>With Apple Market Cap hitting 2.5 Trillion USD, I am sure these questions are in your mind.&nbsp;Here are my key takeaways:-With 94.77 Billion Free Cash flow for Trailing-Twele Months, current valuation of Apple could be 260 USD per share with a Discount Rate of 5% and Growth Estimate of 5% for the next 10 years.&nbsp;-Apple has the strongest MOAT among all smartphone producing companies, which is 20% of the global market share.&nbsp;-Apple's profits have grown at 9.6% yearly for the past 5 years. Free Cash flow has grown at a CAGR rate of 9.4% for the past years. Share buybacks has increased from 33 Billion USD in 2017 to 72 Billion USD in 2020.&nbsp;-Apple is currently working on launching Appl","listText":"Is Apple overvalued now? Is it a good buy?<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>With Apple Market Cap hitting 2.5 Trillion USD, I am sure these questions are in your mind.&nbsp;Here are my key takeaways:-With 94.77 Billion Free Cash flow for Trailing-Twele Months, current valuation of Apple could be 260 USD per share with a Discount Rate of 5% and Growth Estimate of 5% for the next 10 years.&nbsp;-Apple has the strongest MOAT among all smartphone producing companies, which is 20% of the global market share.&nbsp;-Apple's profits have grown at 9.6% yearly for the past 5 years. Free Cash flow has grown at a CAGR rate of 9.4% for the past years. Share buybacks has increased from 33 Billion USD in 2017 to 72 Billion USD in 2020.&nbsp;-Apple is currently working on launching Appl","text":"Is Apple overvalued now? Is it a good buy?$Apple(AAPL)$With Apple Market Cap hitting 2.5 Trillion USD, I am sure these questions are in your mind. Here are my key takeaways:-With 94.77 Billion Free Cash flow for Trailing-Twele Months, current valuation of Apple could be 260 USD per share with a Discount Rate of 5% and Growth Estimate of 5% for the next 10 years. -Apple has the strongest MOAT among all smartphone producing companies, which is 20% of the global market share. -Apple's profits have grown at 9.6% yearly for the past 5 years. Free Cash flow has grown at a CAGR rate of 9.4% for the past years. Share buybacks has increased from 33 Billion USD in 2017 to 72 Billion USD in 2020. -Apple is currently working on launching Appl","images":[{"img":"https://static.tigerbbs.com/482138df0788428abbb1111151ad4553","width":"1080","height":"3075"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881360766","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812524764,"gmtCreate":1630595917758,"gmtModify":1631889767352,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Everything bubble. So, are you bubble too?&nbsp;","listText":"Everything bubble. So, are you bubble too?&nbsp;","text":"Everything bubble. So, are you bubble too?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812524764","repostId":"1146170136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812521675,"gmtCreate":1630595608797,"gmtModify":1631889767355,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Recommend for trading 🙈 hi roller coaster&nbsp;","listText":"Recommend for trading 🙈 hi roller coaster&nbsp;","text":"Recommend for trading 🙈 hi roller coaster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812521675","isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812523645,"gmtCreate":1630595543087,"gmtModify":1631888290158,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>Unbelievable&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>Unbelievable&nbsp;","text":"$Spotify Technology S.A.(SPOT)$Unbelievable","images":[{"img":"https://static.tigerbbs.com/2bdfe2ef2a0af18d20038dac99ad09e0","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812523645","isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819235281,"gmtCreate":1630071812743,"gmtModify":1704955516702,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>After a long wait, finally ! Up&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>After a long wait, finally ! Up&nbsp;","text":"$NVIDIA Corp(NVDA)$After a long wait, finally ! Up","images":[{"img":"https://static.tigerbbs.com/ec2bd12b33c13f742640df71bd805ea5","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819235281","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810423389,"gmtCreate":1629993847941,"gmtModify":1704954385366,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"An Apple insights. Interesting piece of reading !","listText":"An Apple insights. Interesting piece of reading !","text":"An Apple insights. Interesting piece of reading !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810423389","repostId":"1168256001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810463345,"gmtCreate":1629993203787,"gmtModify":1704954371596,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Good news or bad news?&nbsp;","listText":"Good news or bad news?&nbsp;","text":"Good news or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810463345","repostId":"1129687208","repostType":4,"isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834402316,"gmtCreate":1629816701335,"gmtModify":1631885649552,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$JinkoSolar(JKS)$</a>Roller coasters ride","listText":"<a href=\"https://laohu8.com/S/JKS\">$JinkoSolar(JKS)$</a>Roller coasters ride","text":"$JinkoSolar(JKS)$Roller coasters ride","images":[{"img":"https://static.tigerbbs.com/cddf8c70295e0d508a590a1af88586b1","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834402316","isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839453812,"gmtCreate":1629176079736,"gmtModify":1631889767363,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839453812","repostId":"1133874781","repostType":4,"repost":{"id":"1133874781","kind":"news","pubTimestamp":1629164267,"share":"https://www.laohu8.com/m/news/1133874781?lang=zh_CN&edition=full","pubTime":"2021-08-17 09:37","market":"us","language":"en","title":"3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133874781","media":"TheStreet","summary":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazo","content":"<p>The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.</p><p><blockquote>这位苹果专家提出了苹果股票今天可能比亚马逊更好的选择的三个原因。</blockquote></p><p> Amazon&nbsp;or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.</p><p><blockquote>亚马逊还是苹果股票？也许选择一个而不是另一个可能不会有太大的区别，因为两者的表现都很相似，尤其是在过去的一两年里。请参阅下面的滚动一年相关图-越接近+1，股票的每日回报就越接近。</blockquote></p><p> But today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel&nbsp;Amazon Maven will soon take the other side&nbsp;of the argument. Check out both theses to determine which makes most sense.</p><p><blockquote>但今天，这位苹果专家提出了为什么与同行亚马逊相比，苹果公司可能是更好的选择的三个原因。对于那些感兴趣的人来说，我们的姐妹频道亚马逊Maven将很快站在争论的另一边。检查这两篇论文，确定哪一篇最有意义。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2842dada1100f7fa50ce607c91359294\" tg-width=\"777\" tg-height=\"429\" width=\"100%\" height=\"auto\"><span>Figure 1: One-year rolling correlation, AAPL vs. AMZN.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：一年滚动相关性，AAPL与AMZN。</span></p></blockquote></p><p> <b>#1. Post-pandemic outperformer</b></p><p><blockquote><b>#1.大流行后表现出色</b></blockquote></p><p> Since reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.</p><p><blockquote>自公布第二季度财报以来，亚马逊股价未能上涨。罪魁祸首是网店收入增速大幅放缓。亚马逊已经证明，疫情时期对该公司的电子商务业务特别有利，但派对可能已经结束。</blockquote></p><p> The opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.</p><p><blockquote>苹果的情况正好相反。虽然更悲观的分析师认为大流行后的环境将成为公司财务业绩的阻力，但苹果证明他们错了：第三财季的收入和盈利分别增长了36%和101%，令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/addc3e819f69d2aa771eb0cbf30a7d02\" tg-width=\"792\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: FQ3 2021 revenue growth by geo segment.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2021年第三季度按地理细分市场划分的收入增长。</span></p></blockquote></p><p> <b>#2. Valuations more appealing</b></p><p><blockquote><b>#2.估值更具吸引力</b></blockquote></p><p> In absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).</p><p><blockquote>从绝对值来看，不可否认的是，苹果的股票比亚马逊更实惠。下图显示了亚马逊的估值如何远高于苹果，无论是在往绩收益（贵近两倍）还是自由现金流（贵得多）方面。</blockquote></p><p> In an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.</p><p><blockquote>在资产定价并不完美的环境中，为人们可能认为更好的股票多付一点钱可能是有意义的。但在像当前这样股票估值似乎过低的时期，在价格标签上更加保守可能是最好的方法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbc5964d65a7779bfa877427132d2f5\" tg-width=\"999\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Figure 3: AAPL and AMZN's valuation.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：AAPL和AMZN的估值。</span></p></blockquote></p><p> <b>#3. Underappreciated growth</b></p><p><blockquote><b>#3.增长被低估</b></blockquote></p><p> Lastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.</p><p><blockquote>最后，根据Seeking Alpha的数据，亚马逊的营收和利润增长速度一直快于苹果，分析师预计未来情况仍将如此。然而，尽管亚马逊在电子商务和云领域的增长机会似乎众所周知，但苹果股价可能无法正确反映该公司两到五年的增长潜力。</blockquote></p><p> The Cupertino company could be&nbsp;introducing a new mixed reality headset&nbsp;next year or in 2023,followed by an Apple Car&nbsp;that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.</p><p><blockquote>这家库比蒂诺公司可能会在明年或2023年推出一款新的混合现实耳机，随后推出一款苹果汽车，这可能会极大地改变（改善？）该公司的财务业绩。今年市盈率为25倍，颇具吸引力，我怀疑市场没有正确地将这些机会纳入股价中。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-17 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.</p><p><blockquote>这位苹果专家提出了苹果股票今天可能比亚马逊更好的选择的三个原因。</blockquote></p><p> Amazon&nbsp;or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.</p><p><blockquote>亚马逊还是苹果股票？也许选择一个而不是另一个可能不会有太大的区别，因为两者的表现都很相似，尤其是在过去的一两年里。请参阅下面的滚动一年相关图-越接近+1，股票的每日回报就越接近。</blockquote></p><p> But today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel&nbsp;Amazon Maven will soon take the other side&nbsp;of the argument. Check out both theses to determine which makes most sense.</p><p><blockquote>但今天，这位苹果专家提出了为什么与同行亚马逊相比，苹果公司可能是更好的选择的三个原因。对于那些感兴趣的人来说，我们的姐妹频道亚马逊Maven将很快站在争论的另一边。检查这两篇论文，确定哪一篇最有意义。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2842dada1100f7fa50ce607c91359294\" tg-width=\"777\" tg-height=\"429\" width=\"100%\" height=\"auto\"><span>Figure 1: One-year rolling correlation, AAPL vs. AMZN.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：一年滚动相关性，AAPL与AMZN。</span></p></blockquote></p><p> <b>#1. Post-pandemic outperformer</b></p><p><blockquote><b>#1.大流行后表现出色</b></blockquote></p><p> Since reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.</p><p><blockquote>自公布第二季度财报以来，亚马逊股价未能上涨。罪魁祸首是网店收入增速大幅放缓。亚马逊已经证明，疫情时期对该公司的电子商务业务特别有利，但派对可能已经结束。</blockquote></p><p> The opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.</p><p><blockquote>苹果的情况正好相反。虽然更悲观的分析师认为大流行后的环境将成为公司财务业绩的阻力，但苹果证明他们错了：第三财季的收入和盈利分别增长了36%和101%，令人震惊。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/addc3e819f69d2aa771eb0cbf30a7d02\" tg-width=\"792\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: FQ3 2021 revenue growth by geo segment.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2021年第三季度按地理细分市场划分的收入增长。</span></p></blockquote></p><p> <b>#2. Valuations more appealing</b></p><p><blockquote><b>#2.估值更具吸引力</b></blockquote></p><p> In absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).</p><p><blockquote>从绝对值来看，不可否认的是，苹果的股票比亚马逊更实惠。下图显示了亚马逊的估值如何远高于苹果，无论是在往绩收益（贵近两倍）还是自由现金流（贵得多）方面。</blockquote></p><p> In an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.</p><p><blockquote>在资产定价并不完美的环境中，为人们可能认为更好的股票多付一点钱可能是有意义的。但在像当前这样股票估值似乎过低的时期，在价格标签上更加保守可能是最好的方法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbc5964d65a7779bfa877427132d2f5\" tg-width=\"999\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Figure 3: AAPL and AMZN's valuation.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：AAPL和AMZN的估值。</span></p></blockquote></p><p> <b>#3. Underappreciated growth</b></p><p><blockquote><b>#3.增长被低估</b></blockquote></p><p> Lastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.</p><p><blockquote>最后，根据Seeking Alpha的数据，亚马逊的营收和利润增长速度一直快于苹果，分析师预计未来情况仍将如此。然而，尽管亚马逊在电子商务和云领域的增长机会似乎众所周知，但苹果股价可能无法正确反映该公司两到五年的增长潜力。</blockquote></p><p> The Cupertino company could be&nbsp;introducing a new mixed reality headset&nbsp;next year or in 2023,followed by an Apple Car&nbsp;that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.</p><p><blockquote>这家库比蒂诺公司可能会在明年或2023年推出一款新的混合现实耳机，随后推出一款苹果汽车，这可能会极大地改变（改善？）该公司的财务业绩。今年市盈率为25倍，颇具吸引力，我怀疑市场没有正确地将这些机会纳入股价中。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon\">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","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133874781","content_text":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazon or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.\nBut today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel Amazon Maven will soon take the other side of the argument. Check out both theses to determine which makes most sense.\nFigure 1: One-year rolling correlation, AAPL vs. AMZN.\n#1. Post-pandemic outperformer\nSince reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.\nThe opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.\nFigure 2: FQ3 2021 revenue growth by geo segment.\n#2. Valuations more appealing\nIn absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).\nIn an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.\nFigure 3: AAPL and AMZN's valuation.\n#3. Underappreciated growth\nLastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.\nThe Cupertino company could be introducing a new mixed reality headset next year or in 2023,followed by an Apple Car that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839800025,"gmtCreate":1629130973667,"gmtModify":1631889767368,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"See u soon 13 !","listText":"See u soon 13 !","text":"See u soon 13 !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839800025","repostId":"1111034903","repostType":2,"repost":{"id":"1111034903","kind":"news","pubTimestamp":1629099150,"share":"https://www.laohu8.com/m/news/1111034903?lang=zh_CN&edition=full","pubTime":"2021-08-16 15:32","market":"us","language":"en","title":"Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.<blockquote>苹果的下一代iPhone即将上市。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111034903","media":"The Wall Street Journal","summary":"Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwi","content":"<p>Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.</p><p><blockquote>分析师表示，摄像头的改进是苹果即将推出的智能手机的最大变化。否则，期待适度的升级。</blockquote></p><p> About to buy a new iPhone?Don’t. We expect&nbsp;Apple&nbsp;to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.</p><p><blockquote>即将购买新iPhone？不要。我们预计苹果将像每年一样在下个月的某个时候宣布新车型。即使您对最新、最棒的产品不感兴趣，该公司通常会降低一些旧型号和新产品的价格。</blockquote></p><p> Apple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.</p><p><blockquote>当然，苹果对即将发生的事情守口如瓶。公司发言人拒绝对未来的产品发表评论。但iPhone生产往往是一项漏洞百出的业务，我请监控苹果销售和供应链的分析师对下一代iPhone进行权衡。</blockquote></p><p> First, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.</p><p><blockquote>首先，它会叫什么？iPhone 13？这是一个可能的赌注，因为苹果跳过了iPhone 11S，直接进入了12。</blockquote></p><p> Some have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey&nbsp;of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.</p><p><blockquote>一些人假设苹果可能会因为迷信而避开这个数字，就像一些摩天大楼跳过13层一样。二手电子产品供应商Sell Cell对3,000名苹果用户进行的一项调查发现，18%的人会因为iPhone而推迟13。但苹果并没有回避将软件命名为iOS 13或销售13英寸MacBook。</blockquote></p><p> Whether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:</p><p><blockquote>无论是iPhone 13、iPhone 12S、iPhone 2021甚至iPhone（15代），今年都会有几款新机型出现。以下是您对即将推出的设备的期望：</blockquote></p><p> <b>Modest Changes</b></p><p><blockquote><b>适度变化</b></blockquote></p><p> “We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”</p><p><blockquote>风险投资公司Loup Ventures的管理合伙人兼苹果分析师吉恩·蒙斯特(Gene Munster)表示：“我们正处于iPhone的5G篇章，这是一个多年的篇章。”“第二年和第三年的情况会相当温和。”</blockquote></p><p> Last year was&nbsp;significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in&nbsp;the Mini&nbsp;and&nbsp;Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.</p><p><blockquote>去年对于该设备来说意义重大。iPhone 12机型是第一款支持更快5G蜂窝网络的机型，它进行了重新设计，并在Mini和Pro Max中增加了两种新尺寸。苹果通常会在一次大更新后发布一个不太值得注意的版本。蒙斯特先生说，我们将看到渐进式的改进：更快的处理器、更长的电池寿命和相机升级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6147bbb135ac38b417c4707fb0f9b78\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Last year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.</span></p><p><blockquote><p class=\"t-img-caption\"><span>去年，iPhone 12机型（第一款支持更快5G蜂窝网络的机型）进行了重新设计，并增加了两种新尺寸。</span></p></blockquote></p><p> <b>Camera Improvements</b></p><p><blockquote><b>相机改进</b></blockquote></p><p> “There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”</p><p><blockquote>“关于这款相机有一系列相当健康的谣言，这些都是真的，”他说。“我相信这将是苹果这次的卖点。”</blockquote></p><p> Mr. Munster pointed to a&nbsp;Bloomberg story&nbsp;that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end&nbsp;Samsung&nbsp;Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.</p><p><blockquote>蒙斯特先生指出，彭博社的一篇报道称，高端Pro和Pro Max型号上的相机在拍摄视频时可以支持人像模式（背景被巧妙地模糊）以及更高质量的视频格式。自2019年以来，高端三星Galaxy手机已经能够在视频期间拍摄人像模式，称为视频实时对焦，三星Galaxy S10 5G。</blockquote></p><p> <b>One More Mini</b></p><p><blockquote><b>再来一个迷你</b></blockquote></p><p> Apple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners&nbsp;estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.</p><p><blockquote>苹果5.4英寸屏幕的iPhone 12 mini销量低迷。Counterpoint Intelligence Research Partners估计，截至2021年6月的季度，mini仅占iPhone 12总销量的5%。市场研究公司Trendforce据报道，苹果停止了iPhone 12 mini的生产。</blockquote></p><p> However, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.</p><p><blockquote>然而，明斯特先生相信今年我们会看到另一款Mini。“这是一个利基市场，但该利基市场的人们往往喜欢它们，”他说。这对我来说是个好消息。我碰巧在那个利基市场——尽管我确实认为小型手机的电池寿命可以更好。</blockquote></p><p> Adam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.</p><p><blockquote>瞻博研究(Juniper Research)分析师亚当·韦尔斯(Adam Wears)对此表示同意。他预计苹果将在随后几年逐步淘汰Mini，转而专注于其标准和高端Pro和Pro Max型号，而配备4.7英寸屏幕的iPhone SE将成为价格较低的型号。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8c33d34b970f0851a8ee62ccb8497c9\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Apple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果首席执行官Tim Cook在2020年10月展示了iPhone 12 Pro。</span></p></blockquote></p><p> <b>Wider 5G Availability</b></p><p><blockquote><b>更广泛的5G可用性</b></blockquote></p><p> Mr. Wears also anticipates the next iPhone will expand the use of&nbsp;high-frequency millimeter-wave technology&nbsp;in handsets in more countries across Asia and Europe.</p><p><blockquote>Wears先生还预计，下一代iPhone将在亚洲和欧洲更多国家的手机中扩大高频毫米波技术的使用。</blockquote></p><p> The iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.</p><p><blockquote>iPhone 12在全球范围内支持更传统的6千兆赫以下频段，但速度更快的毫米波天线无法长距离传播，更容易受到树木等障碍物的影响，仅在美国的iPhone机型中提供。</blockquote></p><p> Brian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”</p><p><blockquote>Monness Crespi Hardt分析师布莱恩·怀特(Brian White)也认为，下一代iPhone可能会“进一步利用这一新兴的全球5G增长”。</blockquote></p><p> <b>Shipping Delays</b></p><p><blockquote><b>运输延误</b></blockquote></p><p> Apple said it is affected by the disruption to the&nbsp;global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.</p><p><blockquote>苹果表示，受到全球微处理器供应中断的影响。首席执行官蒂姆·库克(Tim Cook)在一次会议上对分析师表示：“我们将一次处理一个季度，正如您所猜测的那样，我们将尽一切努力缓解我们面临的任何情况。”上个月的公开电话会议。</blockquote></p><p></p><p> Mr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.</p><p><blockquote>蒙斯特表示，虽然他预计该公司将在9月份发布这款手机，并在10月份上市，但他认为大多数客户要到12月份才能收到设备。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/881a288be0216567393e9fa6f1fc7f79\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Samsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.</span></p><p><blockquote><p class=\"t-img-caption\"><span>三星最近发布了两款可折叠设备：Galaxy Z Flip3（左）和Galaxy Z Fold3。</span></p></blockquote></p><p> <b>No Foldable—Yet</b></p><p><blockquote><b>还没有可折叠的</b></blockquote></p><p> “The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the&nbsp;Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.</p><p><blockquote>“5G之后的篇章是可折叠手机，”蒙斯特先生说，他预计苹果将在2023年发布该设备。该领域的竞争正在升温：三星最近发布了两款可折叠设备，Galaxy Z Fold3和Galaxy Z Flip3。前者像一本书一样打开，后者像老式翻盖手机一样工作，就像旧的摩托罗拉Razr。三星是苹果顶级显示器制造商之一，这一事实强化了iPhones最终将翻转的预测。</blockquote></p><p> My colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features&nbsp;two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.</p><p><blockquote>我的同事Joanna Stern在三星和苹果的版本中发现了一种模式。这家iPhone制造商通常会在三星之后两到三年整合一些功能。如果这个时间表有任何迹象的话，iPhone很快就会配备屏内指纹识别器和更快的120赫兹刷新率的屏幕，以实现更流畅的动画。</blockquote></p><p> Joanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.</p><p><blockquote>Joanna报道称，据两名苹果前员工透露，苹果一直在研究屏内指纹技术，并考虑将Touch ID和Face ID包含在同一设备上。然而，今年可能不会出现。</blockquote></p><p> <b>What About Other Phones?</b></p><p><blockquote><b>其他手机呢？</b></blockquote></p><p> If you’re in the market for an upgrade, there are, of course, other options to consider.</p><p><blockquote>如果你想升级，当然还有其他选择可以考虑。</blockquote></p><p> Google already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while&nbsp;the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.</p><p><blockquote>谷歌已经宣布，其下一代Pixel 6将运行谷歌设计的专有芯片，并采用新的相机系统。我们将在今年秋天的某个时候听到更多细节。与此同时，三星将其最新可折叠产品的价格降至1800美元（比前代产品便宜200美元），较小的Flip价格降至1000美元（比去年的型号便宜近400美元）。虽然Galaxy S21可能仍然是最好的Android产品，但三星可能会在2022年初推出下一款非折叠旗舰Galaxy手机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.<blockquote>苹果的下一代iPhone即将上市。这是可以期待的。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Next iPhone Is Coming Soon. Here’s What to Expect.<blockquote>苹果的下一代iPhone即将上市。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-16 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.</p><p><blockquote>分析师表示，摄像头的改进是苹果即将推出的智能手机的最大变化。否则，期待适度的升级。</blockquote></p><p> About to buy a new iPhone?Don’t. We expect&nbsp;Apple&nbsp;to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.</p><p><blockquote>即将购买新iPhone？不要。我们预计苹果将像每年一样在下个月的某个时候宣布新车型。即使您对最新、最棒的产品不感兴趣，该公司通常会降低一些旧型号和新产品的价格。</blockquote></p><p> Apple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.</p><p><blockquote>当然，苹果对即将发生的事情守口如瓶。公司发言人拒绝对未来的产品发表评论。但iPhone生产往往是一项漏洞百出的业务，我请监控苹果销售和供应链的分析师对下一代iPhone进行权衡。</blockquote></p><p> First, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.</p><p><blockquote>首先，它会叫什么？iPhone 13？这是一个可能的赌注，因为苹果跳过了iPhone 11S，直接进入了12。</blockquote></p><p> Some have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey&nbsp;of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.</p><p><blockquote>一些人假设苹果可能会因为迷信而避开这个数字，就像一些摩天大楼跳过13层一样。二手电子产品供应商Sell Cell对3,000名苹果用户进行的一项调查发现，18%的人会因为iPhone而推迟13。但苹果并没有回避将软件命名为iOS 13或销售13英寸MacBook。</blockquote></p><p> Whether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:</p><p><blockquote>无论是iPhone 13、iPhone 12S、iPhone 2021甚至iPhone（15代），今年都会有几款新机型出现。以下是您对即将推出的设备的期望：</blockquote></p><p> <b>Modest Changes</b></p><p><blockquote><b>适度变化</b></blockquote></p><p> “We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”</p><p><blockquote>风险投资公司Loup Ventures的管理合伙人兼苹果分析师吉恩·蒙斯特(Gene Munster)表示：“我们正处于iPhone的5G篇章，这是一个多年的篇章。”“第二年和第三年的情况会相当温和。”</blockquote></p><p> Last year was&nbsp;significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in&nbsp;the Mini&nbsp;and&nbsp;Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.</p><p><blockquote>去年对于该设备来说意义重大。iPhone 12机型是第一款支持更快5G蜂窝网络的机型，它进行了重新设计，并在Mini和Pro Max中增加了两种新尺寸。苹果通常会在一次大更新后发布一个不太值得注意的版本。蒙斯特先生说，我们将看到渐进式的改进：更快的处理器、更长的电池寿命和相机升级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6147bbb135ac38b417c4707fb0f9b78\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Last year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.</span></p><p><blockquote><p class=\"t-img-caption\"><span>去年，iPhone 12机型（第一款支持更快5G蜂窝网络的机型）进行了重新设计，并增加了两种新尺寸。</span></p></blockquote></p><p> <b>Camera Improvements</b></p><p><blockquote><b>相机改进</b></blockquote></p><p> “There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”</p><p><blockquote>“关于这款相机有一系列相当健康的谣言，这些都是真的，”他说。“我相信这将是苹果这次的卖点。”</blockquote></p><p> Mr. Munster pointed to a&nbsp;Bloomberg story&nbsp;that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end&nbsp;Samsung&nbsp;Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.</p><p><blockquote>蒙斯特先生指出，彭博社的一篇报道称，高端Pro和Pro Max型号上的相机在拍摄视频时可以支持人像模式（背景被巧妙地模糊）以及更高质量的视频格式。自2019年以来，高端三星Galaxy手机已经能够在视频期间拍摄人像模式，称为视频实时对焦，三星Galaxy S10 5G。</blockquote></p><p> <b>One More Mini</b></p><p><blockquote><b>再来一个迷你</b></blockquote></p><p> Apple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners&nbsp;estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.</p><p><blockquote>苹果5.4英寸屏幕的iPhone 12 mini销量低迷。Counterpoint Intelligence Research Partners估计，截至2021年6月的季度，mini仅占iPhone 12总销量的5%。市场研究公司Trendforce据报道，苹果停止了iPhone 12 mini的生产。</blockquote></p><p> However, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.</p><p><blockquote>然而，明斯特先生相信今年我们会看到另一款Mini。“这是一个利基市场，但该利基市场的人们往往喜欢它们，”他说。这对我来说是个好消息。我碰巧在那个利基市场——尽管我确实认为小型手机的电池寿命可以更好。</blockquote></p><p> Adam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.</p><p><blockquote>瞻博研究(Juniper Research)分析师亚当·韦尔斯(Adam Wears)对此表示同意。他预计苹果将在随后几年逐步淘汰Mini，转而专注于其标准和高端Pro和Pro Max型号，而配备4.7英寸屏幕的iPhone SE将成为价格较低的型号。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8c33d34b970f0851a8ee62ccb8497c9\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Apple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果首席执行官Tim Cook在2020年10月展示了iPhone 12 Pro。</span></p></blockquote></p><p> <b>Wider 5G Availability</b></p><p><blockquote><b>更广泛的5G可用性</b></blockquote></p><p> Mr. Wears also anticipates the next iPhone will expand the use of&nbsp;high-frequency millimeter-wave technology&nbsp;in handsets in more countries across Asia and Europe.</p><p><blockquote>Wears先生还预计，下一代iPhone将在亚洲和欧洲更多国家的手机中扩大高频毫米波技术的使用。</blockquote></p><p> The iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.</p><p><blockquote>iPhone 12在全球范围内支持更传统的6千兆赫以下频段，但速度更快的毫米波天线无法长距离传播，更容易受到树木等障碍物的影响，仅在美国的iPhone机型中提供。</blockquote></p><p> Brian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”</p><p><blockquote>Monness Crespi Hardt分析师布莱恩·怀特(Brian White)也认为，下一代iPhone可能会“进一步利用这一新兴的全球5G增长”。</blockquote></p><p> <b>Shipping Delays</b></p><p><blockquote><b>运输延误</b></blockquote></p><p> Apple said it is affected by the disruption to the&nbsp;global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.</p><p><blockquote>苹果表示，受到全球微处理器供应中断的影响。首席执行官蒂姆·库克(Tim Cook)在一次会议上对分析师表示：“我们将一次处理一个季度，正如您所猜测的那样，我们将尽一切努力缓解我们面临的任何情况。”上个月的公开电话会议。</blockquote></p><p></p><p> Mr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.</p><p><blockquote>蒙斯特表示，虽然他预计该公司将在9月份发布这款手机，并在10月份上市，但他认为大多数客户要到12月份才能收到设备。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/881a288be0216567393e9fa6f1fc7f79\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Samsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.</span></p><p><blockquote><p class=\"t-img-caption\"><span>三星最近发布了两款可折叠设备：Galaxy Z Flip3（左）和Galaxy Z Fold3。</span></p></blockquote></p><p> <b>No Foldable—Yet</b></p><p><blockquote><b>还没有可折叠的</b></blockquote></p><p> “The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the&nbsp;Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.</p><p><blockquote>“5G之后的篇章是可折叠手机，”蒙斯特先生说，他预计苹果将在2023年发布该设备。该领域的竞争正在升温：三星最近发布了两款可折叠设备，Galaxy Z Fold3和Galaxy Z Flip3。前者像一本书一样打开，后者像老式翻盖手机一样工作，就像旧的摩托罗拉Razr。三星是苹果顶级显示器制造商之一，这一事实强化了iPhones最终将翻转的预测。</blockquote></p><p> My colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features&nbsp;two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.</p><p><blockquote>我的同事Joanna Stern在三星和苹果的版本中发现了一种模式。这家iPhone制造商通常会在三星之后两到三年整合一些功能。如果这个时间表有任何迹象的话，iPhone很快就会配备屏内指纹识别器和更快的120赫兹刷新率的屏幕，以实现更流畅的动画。</blockquote></p><p> Joanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.</p><p><blockquote>Joanna报道称，据两名苹果前员工透露，苹果一直在研究屏内指纹技术，并考虑将Touch ID和Face ID包含在同一设备上。然而，今年可能不会出现。</blockquote></p><p> <b>What About Other Phones?</b></p><p><blockquote><b>其他手机呢？</b></blockquote></p><p> If you’re in the market for an upgrade, there are, of course, other options to consider.</p><p><blockquote>如果你想升级，当然还有其他选择可以考虑。</blockquote></p><p> Google already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while&nbsp;the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.</p><p><blockquote>谷歌已经宣布，其下一代Pixel 6将运行谷歌设计的专有芯片，并采用新的相机系统。我们将在今年秋天的某个时候听到更多细节。与此同时，三星将其最新可折叠产品的价格降至1800美元（比前代产品便宜200美元），较小的Flip价格降至1000美元（比去年的型号便宜近400美元）。虽然Galaxy S21可能仍然是最好的Android产品，但三星可能会在2022年初推出下一款非折叠旗舰Galaxy手机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111034903","content_text":"Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.\nAbout to buy a new iPhone?Don’t. We expect Apple to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.\nApple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.\nFirst, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.\nSome have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.\nWhether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:\nModest Changes\n“We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”\nLast year was significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in the Mini and Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.\nLast year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.\nCamera Improvements\n“There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”\nMr. Munster pointed to a Bloomberg story that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end Samsung Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.\nOne More Mini\nApple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.\nHowever, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.\nAdam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.\nApple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.\nWider 5G Availability\nMr. Wears also anticipates the next iPhone will expand the use of high-frequency millimeter-wave technology in handsets in more countries across Asia and Europe.\nThe iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.\nBrian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”\nShipping Delays\nApple said it is affected by the disruption to the global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.\nMr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.\nSamsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.\nNo Foldable—Yet\n“The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.\nMy colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.\nJoanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.\nWhat About Other Phones?\nIf you’re in the market for an upgrade, there are, of course, other options to consider.\nGoogle already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839174641,"gmtCreate":1629130772984,"gmtModify":1631888290254,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>?","listText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>?","text":"$Spotify Technology S.A.(SPOT)$?","images":[{"img":"https://static.tigerbbs.com/b920728a4307437fd27a8ec30e3292f5","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839174641","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839175471,"gmtCreate":1629130685793,"gmtModify":1631889767371,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Interesting move by Temasek into PRC company. Hmmmmm ! Cutting Microsoft going for Intel, not surprise though.&nbsp;","listText":"Interesting move by Temasek into PRC company. Hmmmmm ! Cutting Microsoft going for Intel, not surprise though.&nbsp;","text":"Interesting move by Temasek into PRC company. Hmmmmm ! Cutting Microsoft going for Intel, not surprise though.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839175471","repostId":"2159226397","repostType":2,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839318715,"gmtCreate":1629122066537,"gmtModify":1631889767373,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"🍎","listText":"🍎","text":"🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839318715","repostId":"830698125","repostType":1,"repost":{"id":830698125,"gmtCreate":1629069117567,"gmtModify":1629084357802,"author":{"id":"3528067440798020","authorId":"3528067440798020","name":"YOLO道","avatar":"https://static.tigerbbs.com/6e9ffc9ce8bdc6bbdf0601cfe562d658","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528067440798020","authorIdStr":"3528067440798020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果公司在上个月发布财报时，尽管业绩出色，但未能获得市场青睐，股价在财报日小幅下跌，不过这比过去两份稳健的报告后看到的直接抛售要好。现在苹果股价慢慢从财报下跌中反弹回来。在上周四，股价漂亮反弹之后，到达150美元附近的阻力位。如果该股突破150美元，下一个目标将是161.8%的延伸线即160美元附近。在下行方面，看看10日和21日移动平均线能否作为支撑。低于这个水平，股价将滑向之前的历史高点145美元附近。如果这个区域也不能作为支撑，那么跌向50天移动平均线也是可能的。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果公司在上个月发布财报时，尽管业绩出色，但未能获得市场青睐，股价在财报日小幅下跌，不过这比过去两份稳健的报告后看到的直接抛售要好。现在苹果股价慢慢从财报下跌中反弹回来。在上周四，股价漂亮反弹之后，到达150美元附近的阻力位。如果该股突破150美元，下一个目标将是161.8%的延伸线即160美元附近。在下行方面，看看10日和21日移动平均线能否作为支撑。低于这个水平，股价将滑向之前的历史高点145美元附近。如果这个区域也不能作为支撑，那么跌向50天移动平均线也是可能的。","text":"$苹果(AAPL)$苹果公司在上个月发布财报时，尽管业绩出色，但未能获得市场青睐，股价在财报日小幅下跌，不过这比过去两份稳健的报告后看到的直接抛售要好。现在苹果股价慢慢从财报下跌中反弹回来。在上周四，股价漂亮反弹之后，到达150美元附近的阻力位。如果该股突破150美元，下一个目标将是161.8%的延伸线即160美元附近。在下行方面，看看10日和21日移动平均线能否作为支撑。低于这个水平，股价将滑向之前的历史高点145美元附近。如果这个区域也不能作为支撑，那么跌向50天移动平均线也是可能的。","images":[{"img":"https://static.tigerbbs.com/7aafbd445cf58a85f522c83e58f794aa","width":"1020","height":"681"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830698125","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830327399,"gmtCreate":1629015940411,"gmtModify":1631889767375,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Waiting for u…","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Waiting for u…","text":"$Apple(AAPL)$Waiting for u…","images":[{"img":"https://static.tigerbbs.com/d7fff4b1c7fb9585ca2a036234988c09","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830327399","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895080626,"gmtCreate":1628694187465,"gmtModify":1631891917963,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Careful for PRC shares. Go for Nvidia !&nbsp;","listText":"Careful for PRC shares. Go for Nvidia !&nbsp;","text":"Careful for PRC shares. Go for Nvidia !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895080626","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895014775,"gmtCreate":1628694084797,"gmtModify":1631891917976,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Oversold 🤦‍♀️","listText":"Oversold 🤦‍♀️","text":"Oversold 🤦‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895014775","repostId":"1124982476","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895015510,"gmtCreate":1628694004730,"gmtModify":1631883939405,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>Invest VOO&nbsp;for newbie like me, slow and steady !","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>Invest VOO&nbsp;for newbie like me, slow and steady !","text":"$Vanguard S&P 500 ETF(VOO)$Invest VOO for newbie like me, slow and steady !","images":[{"img":"https://static.tigerbbs.com/28fc1ee75ca88577f5d4f0ce7c7f16f0","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895015510","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899815417,"gmtCreate":1628173292939,"gmtModify":1631891917990,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>Waiting for you to come back Amazon !&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>Waiting for you to come back Amazon !&nbsp;","text":"$Amazon.com(AMZN)$Waiting for you to come back Amazon !","images":[{"img":"https://static.tigerbbs.com/79af8728c7889ccfe36ef57c45a172d7","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899815417","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":147221528,"gmtCreate":1626360294364,"gmtModify":1633927495402,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>Retreat from the new high&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>Retreat from the new high&nbsp;","text":"$Amazon.com(AMZN)$Retreat from the new high","images":[{"img":"https://static.tigerbbs.com/fb45bf054c0d87c9db01bdb8a7d4d149","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/147221528","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895080626,"gmtCreate":1628694187465,"gmtModify":1631891917963,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Careful for PRC shares. Go for Nvidia !&nbsp;","listText":"Careful for PRC shares. Go for Nvidia !&nbsp;","text":"Careful for PRC shares. Go for Nvidia !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895080626","repostId":"2158474560","repostType":4,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177042437,"gmtCreate":1627172328629,"gmtModify":1631884664757,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Is NIO China version of Tesla? Let’s wait &amp; see&nbsp;","listText":"Is NIO China version of Tesla? Let’s wait &amp; see&nbsp;","text":"Is NIO China version of Tesla? Let’s wait & see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177042437","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在短期内。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143682116,"gmtCreate":1625791807735,"gmtModify":1631885482005,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Time for Pfizer to pick up !","listText":"Time for Pfizer to pick up !","text":"Time for Pfizer to pick up !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143682116","repostId":"1141664359","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890881687,"gmtCreate":1628091716449,"gmtModify":1631891918013,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Hi baba!","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Hi baba!","text":"$Alibaba(BABA)$Hi baba!","images":[{"img":"https://static.tigerbbs.com/924fbceb1c0a5b4c26a7f2d77572949e","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890881687","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812524764,"gmtCreate":1630595917758,"gmtModify":1631889767352,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Everything bubble. So, are you bubble too?&nbsp;","listText":"Everything bubble. So, are you bubble too?&nbsp;","text":"Everything bubble. So, are you bubble too?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812524764","repostId":"1146170136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810463345,"gmtCreate":1629993203787,"gmtModify":1704954371596,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Good news or bad news?&nbsp;","listText":"Good news or bad news?&nbsp;","text":"Good news or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810463345","repostId":"1129687208","repostType":4,"isVote":1,"tweetType":1,"viewCount":2795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177077447,"gmtCreate":1627173364589,"gmtModify":1633767547485,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Key to note: Apple shares have fallen after four of the past five earnings reports. It’s time to take profit before her earnings report out on Tuesday.&nbsp;","listText":"Key to note: Apple shares have fallen after four of the past five earnings reports. It’s time to take profit before her earnings report out on Tuesday.&nbsp;","text":"Key to note: Apple shares have fallen after four of the past five earnings reports. It’s time to take profit before her earnings report out on Tuesday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/177077447","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://www.laohu8.com/m/news/2153938547?lang=zh_CN&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172509614,"gmtCreate":1626964578538,"gmtModify":1633769300367,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Nvidia. I have my faith on you, don’t let me down please. Thanks&nbsp;","listText":"Nvidia. I have my faith on you, don’t let me down please. Thanks&nbsp;","text":"Nvidia. I have my faith on you, don’t let me down please. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172509614","repostId":"2153671844","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145350347,"gmtCreate":1626191121389,"gmtModify":1633929181460,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>How good if this is my prime account portfolio&nbsp;😂","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>How good if this is my prime account portfolio&nbsp;😂","text":"$Taiwan Semiconductor Manufacturing(TSM)$How good if this is my prime account portfolio 😂","images":[{"img":"https://static.tigerbbs.com/97f50e8f54d41d0a119f0fbe9d2e01c2","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145350347","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839174641,"gmtCreate":1629130772984,"gmtModify":1631888290254,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>?","listText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>?","text":"$Spotify Technology S.A.(SPOT)$?","images":[{"img":"https://static.tigerbbs.com/b920728a4307437fd27a8ec30e3292f5","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839174641","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899354172,"gmtCreate":1628163624496,"gmtModify":1631891918001,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Good buy for long term growth.&nbsp;","listText":"Good buy for long term growth.&nbsp;","text":"Good buy for long term growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899354172","repostId":"1158747638","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803905204,"gmtCreate":1627399336908,"gmtModify":1631893642420,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"what about Apple? u just missed that :S","listText":"what about Apple? u just missed that :S","text":"what about Apple? u just missed that :S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803905204","repostId":"1180394633","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171751911,"gmtCreate":1626767621533,"gmtModify":1631885481040,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"10%-15% correction? Time to buy !&nbsp;","listText":"10%-15% correction? Time to buy !&nbsp;","text":"10%-15% correction? Time to buy !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171751911","repostId":"1116573791","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819235281,"gmtCreate":1630071812743,"gmtModify":1704955516702,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>After a long wait, finally ! Up&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>After a long wait, finally ! Up&nbsp;","text":"$NVIDIA Corp(NVDA)$After a long wait, finally ! Up","images":[{"img":"https://static.tigerbbs.com/ec2bd12b33c13f742640df71bd805ea5","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819235281","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804205366,"gmtCreate":1627956668755,"gmtModify":1631885102218,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Time to go in when it’s low&nbsp;","listText":"Time to go in when it’s low&nbsp;","text":"Time to go in when it’s low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804205366","repostId":"2155915751","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803470252,"gmtCreate":1627460372676,"gmtModify":1631893642409,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Go-ogle go go go !!!&nbsp;","listText":"Go-ogle go go go !!!&nbsp;","text":"Go-ogle go go go !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803470252","repostId":"1144405179","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174000336,"gmtCreate":1627051084125,"gmtModify":1633768412391,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"Overvalue?&nbsp;","listText":"Overvalue?&nbsp;","text":"Overvalue?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174000336","repostId":"1183078855","repostType":4,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176651966,"gmtCreate":1626881494655,"gmtModify":1633770109679,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"After I sell then u go up 😭","listText":"After I sell then u go up 😭","text":"After I sell then u go up 😭","images":[{"img":"https://static.tigerbbs.com/ee25a7fbb4845e812f8e2b716a8da955","width":"750","height":"2140"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176651966","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179934455,"gmtCreate":1626481064877,"gmtModify":1631888290315,"author":{"id":"4088157638983690","authorId":"4088157638983690","name":"mandyt25","avatar":"https://static.tigerbbs.com/94eee74711de9fa6cffcbb6e721fb7c7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088157638983690","authorIdStr":"4088157638983690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>What happen to you Spotify? 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