ys2的个人主页 - 老虎社区

ys2

暂无个人介绍

IP属地：未知

1关注

8粉丝

0主题

0勋章

2021-09-18

👍🏼

抱歉，原内容已删除

2021-09-09

👍🏼

抱歉，原内容已删除

2021-09-08

👍🏼

Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>

2021-09-04

👍

抱歉，原内容已删除

2021-08-28

👍🏼

抱歉，原内容已删除

2021-08-20

👍🏼

5 Stocks To Watch For August 20, 2021<blockquote>2021 年 8 月 20 日值得关注的 5 只股票</blockquote>

2021-08-19

👍🏼

Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</blockquote>

2021-08-18

👍🏼

Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote>

2021-08-14

👍🏼

Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>

2021-08-13

👍🏼

抱歉，原内容已删除

2021-08-12

👍🏼

抱歉，原内容已删除

2021-08-03

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-07-28

👍

General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新生但棘手的航空航天业务</blockquote>

2021-07-27

👏

Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>

2021-07-26

👍

抱歉，原内容已删除

2021-07-25

👍🏼

抱歉，原内容已删除

2021-07-23

👍🏼

抱歉，原内容已删除

2021-07-22

👍🏼

抱歉，原内容已删除

2021-07-21

👍🏼

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4089032478443890","uuid":"4089032478443890","gmtCreate":1625932655580,"gmtModify":1625932655580,"name":"ys2","pinyin":"ys2","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":8,"headSize":1,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.04","exceedPercentage":"80.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":884469927,"gmtCreate":1631927379469,"gmtModify":1632805313982,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884469927","repostId":"2168573380","repostType":4,"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889262619,"gmtCreate":1631151867231,"gmtModify":1632884289699,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889262619","repostId":"1114893346","repostType":4,"isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880541486,"gmtCreate":1631067572745,"gmtModify":1632884831342,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880541486","repostId":"1180373758","repostType":4,"repost":{"id":"1180373758","kind":"news","pubTimestamp":1631066385,"share":"https://www.laohunote.com/m/news/1180373758?lang=zh_CN&edition=full","pubTime":"2021-09-08 09:59","market":"us","language":"en","title":"Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180373758","media":"Barrons","summary":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why i","content":"<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>今天是市场低迷的一天，但特斯拉股市延续了近期的涨势。找出原因并不容易。</blockquote></p><p> The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面，特斯拉（股票代码：TSLA）股价上涨 2.6%。什么给？</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师，也不是公司的官方声明。原因似乎是新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）似乎已经给员工写了一封电子邮件，支持凯西-伍德（Cathie Wood）对特斯拉股票的 3000 美元目标价。ARK Invest 的伍德认为，这一目标可以在 2025 年实现。邮件称，马斯克认为，如果特斯拉执行 “非常好 ”，普莱斯是有可能实现的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封邮件是否是马斯克发送的。特斯拉没有回应置评请求。对于周二的投资者来说，是还是不是，都没有意义。随着故事的流传，股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的稳健执行可能意味着如期开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯，一家在德国。该公司希望在可预见的未来将单位销量增长 50%。这种增长的一部分将是将产品线扩展到更多的汽车细分市场。特斯拉已经暗示一款售价 25,000 美元的汽车有一段时间了。这可能会在 2023 年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德相信，到 2025 年，特斯拉可以拥有一支自动驾驶机器人出租车车队。该业务是她看涨目标价的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p><p><blockquote>不过，实现全自动驾驶技术--达到无人驾驶出租车的水平--还不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如 Waymo 以及现代汽车 (005380.Korea) 和安波福 (APTV) 之间的 Motional 合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约 7%。但股价最近有所回升，过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升没有担心的那么严重是经济复苏的两个原因。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</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\">\nTesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-08 09:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>今天是市场低迷的一天，但特斯拉股市延续了近期的涨势。找出原因并不容易。</blockquote></p><p> The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面，特斯拉（股票代码：TSLA）股价上涨 2.6%。什么给？</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师，也不是公司的官方声明。原因似乎是新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）似乎已经给员工写了一封电子邮件，支持凯西-伍德（Cathie Wood）对特斯拉股票的 3000 美元目标价。ARK Invest 的伍德认为，这一目标可以在 2025 年实现。邮件称，马斯克认为，如果特斯拉执行 “非常好 ”，普莱斯是有可能实现的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封邮件是否是马斯克发送的。特斯拉没有回应置评请求。对于周二的投资者来说，是还是不是，都没有意义。随着故事的流传，股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的稳健执行可能意味着如期开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯，一家在德国。该公司希望在可预见的未来将单位销量增长 50%。这种增长的一部分将是将产品线扩展到更多的汽车细分市场。特斯拉已经暗示一款售价 25,000 美元的汽车有一段时间了。这可能会在 2023 年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德相信，到 2025 年，特斯拉可以拥有一支自动驾驶机器人出租车车队。该业务是她看涨目标价的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p><p><blockquote>不过，实现全自动驾驶技术--达到无人驾驶出租车的水平--还不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如 Waymo 以及现代汽车 (005380.Korea) 和安波福 (APTV) 之间的 Motional 合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约 7%。但股价最近有所回升，过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升没有担心的那么严重是经济复苏的两个原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180373758","content_text":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?\nThe biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.\nIt seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.\n\nWhether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.\nSolid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.\nTesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.\nAchieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.\nTesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814000226,"gmtCreate":1630723741865,"gmtModify":1632906179288,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814000226","repostId":"2164803413","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813984986,"gmtCreate":1630121475545,"gmtModify":1704956279286,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813984986","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836338895,"gmtCreate":1629453653917,"gmtModify":1633684735362,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836338895","repostId":"1157072234","repostType":4,"repost":{"id":"1157072234","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629451322,"share":"https://www.laohunote.com/m/news/1157072234?lang=zh_CN&edition=full","pubTime":"2021-08-20 17:22","market":"us","language":"en","title":"5 Stocks To Watch For August 20, 2021<blockquote>2021 年 8 月 20 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072234","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects & John Deere Company","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>&amp; <a href=\"https://laohu8.com/S/DE\">John Deere</a> Company</b>&nbsp;to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.</li>  <li><b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Inc.</b>&nbsp;reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.</li>  <li>Analysts are expecting&nbsp;<b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a>, Inc.</b>&nbsp;to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.</li>  <li><b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores, Inc.</b>&nbsp;reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b><a href=\"https://laohu8.com/S/BKE\">Buckle</a> Inc</b>&nbsp;to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>&amp;<a href=\"https://laohu8.com/S/DE\">约翰·Deere</a>公司</b>开盘前公布季度收益为每股 4.57 美元，营收为 103.0 亿美元。Deere股价在盘后交易中上涨 0.1%，至 359.40 美元。</li><li><b><a href=\"https://laohu8.com/S/AMAT\">应用材料</a>，公司。</b>公布了好于预期的第三季度业绩，并发布了对本季度的强劲预测。然而，应用材料公司股价在盘后交易时段下跌 1.1%，至 127.80 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/FL\">脚部储物柜</a>，公司。</b>最新季度每股收益 1.00 美元，营收为 20.9 亿美元。该公司将在开盘前发布财报。Foot Locker 股价在盘后交易中上涨 2.4%，至 55.70 美元。</li><li><b><a href=\"https://laohu8.com/S/ROST\">罗斯</a>商店公司。</b>公布的第二季度业绩强于预期。该公司表示，预计第三季度每股收益为 0.61 美元至 0.69 美元。Ross Stores 股价在盘后交易时段下跌 4.7%，至 120.60 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/BKE\">带扣</a>公司</b>开盘前公布季度收益为每股 0.56 美元，营收为 2.26 亿美元。Buckle 股价在盘后交易中上涨 3.1%，至 44.38 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For August 20, 2021<blockquote>2021 年 8 月 20 日值得关注的 5 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For August 20, 2021<blockquote>2021 年 8 月 20 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-20 17:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>&amp; <a href=\"https://laohu8.com/S/DE\">John Deere</a> Company</b>&nbsp;to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.</li>  <li><b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Inc.</b>&nbsp;reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.</li>  <li>Analysts are expecting&nbsp;<b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a>, Inc.</b>&nbsp;to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.</li>  <li><b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores, Inc.</b>&nbsp;reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b><a href=\"https://laohu8.com/S/BKE\">Buckle</a> Inc</b>&nbsp;to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>&amp;<a href=\"https://laohu8.com/S/DE\">约翰·Deere</a>公司</b>开盘前公布季度收益为每股 4.57 美元，营收为 103.0 亿美元。Deere股价在盘后交易中上涨 0.1%，至 359.40 美元。</li><li><b><a href=\"https://laohu8.com/S/AMAT\">应用材料</a>，公司。</b>公布了好于预期的第三季度业绩，并发布了对本季度的强劲预测。然而，应用材料公司股价在盘后交易时段下跌 1.1%，至 127.80 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/FL\">脚部储物柜</a>，公司。</b>最新季度每股收益 1.00 美元，营收为 20.9 亿美元。该公司将在开盘前发布财报。Foot Locker 股价在盘后交易中上涨 2.4%，至 55.70 美元。</li><li><b><a href=\"https://laohu8.com/S/ROST\">罗斯</a>商店公司。</b>公布的第二季度业绩强于预期。该公司表示，预计第三季度每股收益为 0.61 美元至 0.69 美元。Ross Stores 股价在盘后交易时段下跌 4.7%，至 120.60 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/BKE\">带扣</a>公司</b>开盘前公布季度收益为每股 0.56 美元，营收为 2.26 亿美元。Buckle 股价在盘后交易中上涨 3.1%，至 44.38 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROST":"罗斯百货有限公司","DE":"迪尔股份有限公司","AMAT":"应用材料","BKE":"巴克尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157072234","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects & John Deere Company to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.\nApplied Materials, Inc. reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.\nAnalysts are expecting Foot Locker, Inc. to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.\nRoss Stores, Inc. reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.\nAnalysts expect Buckle Inc to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.","news_type":1,"symbols_score_info":{"AMAT":0.9,"ROST":0.9,"DE":0.9,"BKE":0.9,"FL":0.9}},"isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831732908,"gmtCreate":1629347582804,"gmtModify":1633685495991,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831732908","repostId":"1118856541","repostType":4,"repost":{"id":"1118856541","kind":"news","pubTimestamp":1629345442,"share":"https://www.laohunote.com/m/news/1118856541?lang=zh_CN&edition=full","pubTime":"2021-08-19 11:57","market":"us","language":"en","title":"Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118856541","media":"Barrons","summary":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expe","content":"<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p><p><blockquote>苹果看到了中国对iPhone的巨大需求，这是一个积极的迹象，因为该公司预计将于9月某个时候推出其旗舰产品的新版本。</blockquote></p><p> In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also&nbsp;estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p><p><blockquote>摩根士丹利分析师凯蒂-休伯蒂（Katy Huberty）在一份研究报告中写道，根据中国信息通信技术研究院的披露信息，她估计苹果（股票代码：AAPL）7 月份在中国的 iPhone 出货量同比增长了 79%，而中国自己的手机供应商同期仅增长了 27%。她还估计，最近一个月，苹果在中国智能手机装机量中的份额增长了90个基点，达到20.7%，创27个月新高。（基点是百分点的1/100。）</blockquote></p><p> Huberty estimates that both&nbsp;Samsung Electronics&nbsp;and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p><p><blockquote>休伯蒂估计，三星电子和华为技术在最近一个月都失去了在中国的市场份额，国内手机制造商Oppo、Vivo和小米的市场份额略有增长。</blockquote></p><p> She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p><p><blockquote>她说，iPhone 12 和 iPhone 12 Pro Max 是中国最受欢迎的机型，但 iPhone 11 的销量仍然 “有弹性”。</blockquote></p><p> “We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p><p><blockquote>“她写道：”我们相信，这些数据点支持了我们的观点，即在今年秋季推出新款 iPhone 13 机型后，iPhone 的出货量可能会持续强劲。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</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 Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 11:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p><p><blockquote>苹果看到了中国对iPhone的巨大需求，这是一个积极的迹象，因为该公司预计将于9月某个时候推出其旗舰产品的新版本。</blockquote></p><p> In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also&nbsp;estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p><p><blockquote>摩根士丹利分析师凯蒂-休伯蒂（Katy Huberty）在一份研究报告中写道，根据中国信息通信技术研究院的披露信息，她估计苹果（股票代码：AAPL）7 月份在中国的 iPhone 出货量同比增长了 79%，而中国自己的手机供应商同期仅增长了 27%。她还估计，最近一个月，苹果在中国智能手机装机量中的份额增长了90个基点，达到20.7%，创27个月新高。（基点是百分点的1/100。）</blockquote></p><p> Huberty estimates that both&nbsp;Samsung Electronics&nbsp;and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p><p><blockquote>休伯蒂估计，三星电子和华为技术在最近一个月都失去了在中国的市场份额，国内手机制造商Oppo、Vivo和小米的市场份额略有增长。</blockquote></p><p> She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p><p><blockquote>她说，iPhone 12 和 iPhone 12 Pro Max 是中国最受欢迎的机型，但 iPhone 11 的销量仍然 “有弹性”。</blockquote></p><p> “We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p><p><blockquote>“她写道：”我们相信，这些数据点支持了我们的观点，即在今年秋季推出新款 iPhone 13 机型后，iPhone 的出货量可能会持续强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118856541","content_text":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.\nIn a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)\nHuberty estimates that both Samsung Electronics and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.\nShe says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”\n“We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833708505,"gmtCreate":1629260034807,"gmtModify":1633686141163,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833708505","repostId":"1195810252","repostType":4,"repost":{"id":"1195810252","kind":"news","pubTimestamp":1629258706,"share":"https://www.laohunote.com/m/news/1195810252?lang=zh_CN&edition=full","pubTime":"2021-08-18 11:51","market":"us","language":"en","title":"Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195810252","media":"seekingalpha","summary":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now pr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li>  <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li>  <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li>  <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir 将 2021 年全年调整后自由现金流前景上调了 100%，目前预计将达到 3 亿多美元，同时到 2025 年保持 30% 以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户，每个客户的平均收入增长了19%，达到790万美元，前20个客户的平均收入增长了36%，达到3900万美元。</li><li>截至 2021 年第二季度，Palantir 的剩余交易总价值为 34 亿美元，同比增长 63%。</li><li>我相信 Palantir 是保守的，根据其增长率，2021 年第三季度的收入将超过 4 亿美元，并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made&nbsp;statements&nbsp;such as \"I think it's too much of a black box to get a real read on the business.\"PLTR&nbsp;is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest&nbsp;took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对 Palantir（纽约证券交易所股票代码：PLTR）的立场。这是一场拉锯战，评论员发表了诸如“我认为这太多黑匣子了，无法真正了解这项业务。”随着收入同比增长 49%，PLTR 在财报季结束后成为盈利之王，PLTR 上调了 2021 年全年展望。 ARK Invest 在全天公布六笔个人购买收益后，于周四借此机会增持了 520 万股股票。每次收益报告发布后，我都会变得更加看好 PLTR，2021 年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去十年中，随着技术的发展改变了商业格局，软件公司经历了非凡的牛市。无论哪个行业，进化从未停止，2021年，技术已经成为企业的脊梁。我希望熊市能够克服PLTR不能讨论其部分业务的事实，因为这是国家安全问题。成为美国政府的顶级供应商是积极的，重要的是报告的数字。作为投资者，我们不需要 PLTR 与军方合作的细节。美国政府和PLTR都报告哪些实体与PLTR有业务往来、合同期限和合同的货币价值。熊队对PLTR的第二个批评是缺乏商业合同。2021 年前六个月后，PLTR 的商业客户数量环比增长 20%，而商业收入同比增长 28%，从而结束了这一局面。PLTR正在成为十年来最重要的软件公司之一，而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir 继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's&nbsp;previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人，我很自豪能够成为 PLTR 的股东。我们需要更多的公司为我们的政府机构提供尽可能好的解决方案。PLTR继续加强与全球最强大政府的关系，这是互惠互利的。美国政府获得最复杂的软件应用，而PLTR每个季度产生数百万美元的额外收入。回到PLTR之前的季度演示，我描绘了政府商业部门的增长。我会问，为什么随着数字的报道，作为“黑匣子”的耻辱会减少PLTR，这才是最重要的？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中，PLTR 的政府合同季度收入增长了 139.18%（1.35 亿美元）。PLTR的平均季度增长率为13.24%，因为自2019年第三季度以来，他们的收入平均增加了1929万美元的政府合同价值。从过去 12 个月 (TTM) 的季度来看，PLTR 在过去一年中将 TTM 政府收入增加了 3.35 亿美元 (73.14%)。PLTR 截至 2021 年第二季度末的 TTM 收入已从 2020 年第二季度的 4.58 亿美元增长至 7.93 亿美元。过去四个季度，PLTR的政府收入TTM平均增长了8375万美元，平均环比增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the&nbsp;Federal Procurement Data System&nbsp;as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人困惑的是，个人如何忽视给予PLTR的政府业务应有的信任。2021 年第二季度，PLTR 与美国陆军、空军和海岸警卫队签署了新协议，其中包括与 SOCOM 签署的为期两年、价值 1 亿美元的协议。PLTR还与HHS和疾病预防控制中心签署了新的合同。这包括扩大 PLTR 帮助美国管理疫苗生产、分销和管理的努力。PLTR使用联邦采购数据系统作为参考来源，签署了17份已上传的政府合同。通读PLTR支持的机构，包括美国海岸警卫队、证券交易委员会、美国国税局、联邦航空管理局和美国食品药品监督管理局，PLTR继续巩固自己作为好老山姆大叔的主要供应商之一的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir 的商业业务正在扩大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>熊市的主要抱怨和批评之一是缺乏商业业务 PLTR。许多人都认同这样的逻辑，即在商业方面建立融洽关系将具有挑战性，因为PLTR是一个黑匣子，没有人知道他们在做什么。许多人表示，除非 PLTR 能够证明他们的软件可以在商业方面使用和实施，否则这将是一项不值得的投资。事实证明，随着商业方面的不断增长，PLTR继续直接通过这一理论漏洞。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至 2021 年第二季度末，PLTR 的商业收入在过去七个季度中每季度增加 5000 万美元（53.2%）。PLTR 的环比增长率平均为 714 万美元，增长率为 7.6%。截至 2020 年第二季度末，PLTR 从其 TTM 商业业务合同中产生了 4.43 亿美元的收入。在过去的一年里，这一数字增加了 9300 万美元，即 21%，因为商业占 PLTR 在 TTM 中收入的 5.36 亿美元。过去四个季度，PLTR 的商业 TTM 收入平均增长 2325 万美元，环比增长 4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>从合同到客户，Palantir 仍然是增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR 业务蓬勃发展，2021 年第二季度和上半年收入均同比增长 49%。2021年第二季度，PLTR的总收入从2.52亿美元（1.12亿美元商业，1.4亿美元政府）增加到3.76亿美元（1.44亿美元商业，2.32亿美元政府）。2021年上半年，PLTR创造了7.17亿美元的收入，而2020年同期为4.81亿美元，增加了2.36亿美元。过去七个季度，PLTR 的总收入平均增长率为 2643 万美元，环比增长 10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR 的每一个重要指标都在增加，空头应该关注这些指标。第二季度，PLTR 新增 20 家客户，商业客户总数环比增长 13%，达到 169 家。自2020年底以来，2021年上半年，PLTR的商业客户增加了21.58%。PLTR 第二季度末的剩余交易总价值为 34 亿美元，同比增长 63%，高于 2020 年第二季度末的 21 亿美元。与 2020 年第二季度相比，PLTR 在 2021 年第二季度末的 TTM 中每个客户产生的平均收入增长了 19%，从 660 万美元增加到 790 万美元。更令人印象深刻的是 PLTR 最大客户的增长。PLTR 每个前 20 名客户的平均收入增长了 36%，从 TTM 的每年 2900 万美元增加到 3900 万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长，但 PLTR 与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR获得客户并签署合同，他们的利润率一直在提高，这带来了正的自由现金流。PLTR调整后毛利率为82%，贡献率为58%。2021 年第二季度，PLTR 调整后经营利润为 1.17 亿美元，同比增加 8800 万美元（303.45%）。PLTR 调整后的营业利润率为 31%，而指导水平为 23%。2020 年上半年，PLTR 报告调整后自由现金流为 -2.32 亿美元。过去一年，PLTR取得了巨大进展，2021年上半年调整后自由现金流为2.01亿美元，利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR 正在增加其商业客户，获得政府合同，每季度增加其收入，并且自由现金流为正。PLTR上调了2021年全年指引，并证实了许多PLTR多头的理论，即他们的指引是保守的。PLTR将其调整后的自由现金流指引提高了100%，2021年从1.5亿美元增加到3亿美元。PLTR 仍预计 2021 年和 2025 年的年收入增长率为 30%。PLTR将2021年第三季度的总收入设定为3.85亿美元，环比增长900万美元（2.4%），同比增长9500万美元（32.76%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir 很可能低估了 2021 年第三季度的收入预期</b></blockquote></p><p> PLTR&nbsp;guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR 预计 2021 年第三季度收入为 3.85 亿美元。我会做一个有根据的预测，说这是低的，实际数字将接近4.06亿美元。回到 2019 年第三季度，PLTR 的商业客户季度收入平均环比增长 7.14%。自2019年第三季度以来，PLTR的政府收入平均环比增长13.34%。暂时把这些增长率放在一边，根据联邦采购数据系统，PLTR在2021年第三季度签署了五份新合同，合同总价值为1.0282亿美元，其中1478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似，因为这与 2021 年第二季度同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设 PLTR 的增长率遵循之前的趋势，并且我保守估计商业方面为 5%，政府方面为 10%，那么 PLTR 将从商业业务中产生 1.512 亿美元的收入，从政府业务中产生 2.552 亿美元的收入，第三季度总收入为 4.064 亿美元。使用相同的方法，PLTR 将在 2021 年第四季度产生 4.3948 亿美元的总收入，使其 2021 年的总收入达到 15.628.8 亿美元。如果实现这一目标，PLTR 对 2021 年收入增长 30% 以上的预测将是保守的，因为其收入将同比增长 4.6988 亿美元，即 42.99%。我还假设调整后自由现金流 3 亿多美元的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>周四财报发布后，ARK Invest 上船购买了 520 万股股票</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在 ARK Invest 讨论有关 PLTR 的交易，所以我会提前道歉。我向我冒犯的任何人道歉。就我个人而言，我喜欢 ARK Invest 购买股票，因为 Cathie Wood 和她的团队在发现未来趋势时具有非凡的远见。我从ARK Invest Thursday trades收到的电子邮件通知让我瞠目结舌。PLTR 被全面纳入其六只活跃 ETF，配置如下：</blockquote></p><p> <ul>  <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li>  <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li>  <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li>  <li>ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ)559,000 shares</li>  <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li>  <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>方舟创新 ETF(NYSEARCA:ARKK)229 万股</li><li>ARK Genomic Revolution 多部门 ETF(BATS:ARKG)172 万股</li><li>方舟下一代互联网 ETF(NYSEARCA:ARKW)587,000 股</li><li>ARK 自主技术与机器人 ETF(BATS:ARKQ)559,000 股</li><li>方舟金融科技创新 ETF(NYSEARCA:ARKF)370,000 股</li><li>方舟太空探索 ETF(BATS:ARKX)61,000 股</li></ul><p class=\"t-img-caption\"><span>（来源：方舟投资）</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR现在是ARKK的第15大持股，ARKQ的第40大持股，ARKQ的第17大持股，ARKG的第45大持股，ARKF的第44大持股，ARKX的第38大持股。ARK Invest 总共持有这些基金的 32,080,168 股股票，市值为 7.988 亿美元。我认为这是非常看涨的，我很高兴与 ARK Invest 一起增加我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对 PLTR 的看好程度。我购买了10美元以下、28美元以上的股票，我计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司，但考虑到微软（纳斯达克股票代码：MSFT），这很难说。2021 年第二季度，收入同比增长 49%，合同总价值同比增长 175%，2021 年上半年第二季度商业客户数量增长 61%，完成了 62 笔收入至少为 100 万美元的交易，而 30 笔至少为 500 万美元，21 笔至少为 1000 万美元。PLTR 将 2021 年调整后自由现金流指引提高了 100%，我认为他们仍然保持保守。PLTR继续创造未来的软件，我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR 不是一笔交易，而是一项长期投资，如果您有时间，我相信这将成为一举多得。</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>Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-18 11:51</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>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li>  <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li>  <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li>  <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir 将 2021 年全年调整后自由现金流前景上调了 100%，目前预计将达到 3 亿多美元，同时到 2025 年保持 30% 以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户，每个客户的平均收入增长了19%，达到790万美元，前20个客户的平均收入增长了36%，达到3900万美元。</li><li>截至 2021 年第二季度，Palantir 的剩余交易总价值为 34 亿美元，同比增长 63%。</li><li>我相信 Palantir 是保守的，根据其增长率，2021 年第三季度的收入将超过 4 亿美元，并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made&nbsp;statements&nbsp;such as \"I think it's too much of a black box to get a real read on the business.\"PLTR&nbsp;is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest&nbsp;took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对 Palantir（纽约证券交易所股票代码：PLTR）的立场。这是一场拉锯战，评论员发表了诸如“我认为这太多黑匣子了，无法真正了解这项业务。”随着收入同比增长 49%，PLTR 在财报季结束后成为盈利之王，PLTR 上调了 2021 年全年展望。 ARK Invest 在全天公布六笔个人购买收益后，于周四借此机会增持了 520 万股股票。每次收益报告发布后，我都会变得更加看好 PLTR，2021 年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去十年中，随着技术的发展改变了商业格局，软件公司经历了非凡的牛市。无论哪个行业，进化从未停止，2021年，技术已经成为企业的脊梁。我希望熊市能够克服PLTR不能讨论其部分业务的事实，因为这是国家安全问题。成为美国政府的顶级供应商是积极的，重要的是报告的数字。作为投资者，我们不需要 PLTR 与军方合作的细节。美国政府和PLTR都报告哪些实体与PLTR有业务往来、合同期限和合同的货币价值。熊队对PLTR的第二个批评是缺乏商业合同。2021 年前六个月后，PLTR 的商业客户数量环比增长 20%，而商业收入同比增长 28%，从而结束了这一局面。PLTR正在成为十年来最重要的软件公司之一，而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir 继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's&nbsp;previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人，我很自豪能够成为 PLTR 的股东。我们需要更多的公司为我们的政府机构提供尽可能好的解决方案。PLTR继续加强与全球最强大政府的关系，这是互惠互利的。美国政府获得最复杂的软件应用，而PLTR每个季度产生数百万美元的额外收入。回到PLTR之前的季度演示，我描绘了政府商业部门的增长。我会问，为什么随着数字的报道，作为“黑匣子”的耻辱会减少PLTR，这才是最重要的？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中，PLTR 的政府合同季度收入增长了 139.18%（1.35 亿美元）。PLTR的平均季度增长率为13.24%，因为自2019年第三季度以来，他们的收入平均增加了1929万美元的政府合同价值。从过去 12 个月 (TTM) 的季度来看，PLTR 在过去一年中将 TTM 政府收入增加了 3.35 亿美元 (73.14%)。PLTR 截至 2021 年第二季度末的 TTM 收入已从 2020 年第二季度的 4.58 亿美元增长至 7.93 亿美元。过去四个季度，PLTR的政府收入TTM平均增长了8375万美元，平均环比增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the&nbsp;Federal Procurement Data System&nbsp;as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人困惑的是，个人如何忽视给予PLTR的政府业务应有的信任。2021 年第二季度，PLTR 与美国陆军、空军和海岸警卫队签署了新协议，其中包括与 SOCOM 签署的为期两年、价值 1 亿美元的协议。PLTR还与HHS和疾病预防控制中心签署了新的合同。这包括扩大 PLTR 帮助美国管理疫苗生产、分销和管理的努力。PLTR使用联邦采购数据系统作为参考来源，签署了17份已上传的政府合同。通读PLTR支持的机构，包括美国海岸警卫队、证券交易委员会、美国国税局、联邦航空管理局和美国食品药品监督管理局，PLTR继续巩固自己作为好老山姆大叔的主要供应商之一的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir 的商业业务正在扩大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>熊市的主要抱怨和批评之一是缺乏商业业务 PLTR。许多人都认同这样的逻辑，即在商业方面建立融洽关系将具有挑战性，因为PLTR是一个黑匣子，没有人知道他们在做什么。许多人表示，除非 PLTR 能够证明他们的软件可以在商业方面使用和实施，否则这将是一项不值得的投资。事实证明，随着商业方面的不断增长，PLTR继续直接通过这一理论漏洞。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至 2021 年第二季度末，PLTR 的商业收入在过去七个季度中每季度增加 5000 万美元（53.2%）。PLTR 的环比增长率平均为 714 万美元，增长率为 7.6%。截至 2020 年第二季度末，PLTR 从其 TTM 商业业务合同中产生了 4.43 亿美元的收入。在过去的一年里，这一数字增加了 9300 万美元，即 21%，因为商业占 PLTR 在 TTM 中收入的 5.36 亿美元。过去四个季度，PLTR 的商业 TTM 收入平均增长 2325 万美元，环比增长 4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>从合同到客户，Palantir 仍然是增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR 业务蓬勃发展，2021 年第二季度和上半年收入均同比增长 49%。2021年第二季度，PLTR的总收入从2.52亿美元（1.12亿美元商业，1.4亿美元政府）增加到3.76亿美元（1.44亿美元商业，2.32亿美元政府）。2021年上半年，PLTR创造了7.17亿美元的收入，而2020年同期为4.81亿美元，增加了2.36亿美元。过去七个季度，PLTR 的总收入平均增长率为 2643 万美元，环比增长 10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR 的每一个重要指标都在增加，空头应该关注这些指标。第二季度，PLTR 新增 20 家客户，商业客户总数环比增长 13%，达到 169 家。自2020年底以来，2021年上半年，PLTR的商业客户增加了21.58%。PLTR 第二季度末的剩余交易总价值为 34 亿美元，同比增长 63%，高于 2020 年第二季度末的 21 亿美元。与 2020 年第二季度相比，PLTR 在 2021 年第二季度末的 TTM 中每个客户产生的平均收入增长了 19%，从 660 万美元增加到 790 万美元。更令人印象深刻的是 PLTR 最大客户的增长。PLTR 每个前 20 名客户的平均收入增长了 36%，从 TTM 的每年 2900 万美元增加到 3900 万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长，但 PLTR 与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR获得客户并签署合同，他们的利润率一直在提高，这带来了正的自由现金流。PLTR调整后毛利率为82%，贡献率为58%。2021 年第二季度，PLTR 调整后经营利润为 1.17 亿美元，同比增加 8800 万美元（303.45%）。PLTR 调整后的营业利润率为 31%，而指导水平为 23%。2020 年上半年，PLTR 报告调整后自由现金流为 -2.32 亿美元。过去一年，PLTR取得了巨大进展，2021年上半年调整后自由现金流为2.01亿美元，利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR 正在增加其商业客户，获得政府合同，每季度增加其收入，并且自由现金流为正。PLTR上调了2021年全年指引，并证实了许多PLTR多头的理论，即他们的指引是保守的。PLTR将其调整后的自由现金流指引提高了100%，2021年从1.5亿美元增加到3亿美元。PLTR 仍预计 2021 年和 2025 年的年收入增长率为 30%。PLTR将2021年第三季度的总收入设定为3.85亿美元，环比增长900万美元（2.4%），同比增长9500万美元（32.76%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir 很可能低估了 2021 年第三季度的收入预期</b></blockquote></p><p> PLTR&nbsp;guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR 预计 2021 年第三季度收入为 3.85 亿美元。我会做一个有根据的预测，说这是低的，实际数字将接近4.06亿美元。回到 2019 年第三季度，PLTR 的商业客户季度收入平均环比增长 7.14%。自2019年第三季度以来，PLTR的政府收入平均环比增长13.34%。暂时把这些增长率放在一边，根据联邦采购数据系统，PLTR在2021年第三季度签署了五份新合同，合同总价值为1.0282亿美元，其中1478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似，因为这与 2021 年第二季度同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设 PLTR 的增长率遵循之前的趋势，并且我保守估计商业方面为 5%，政府方面为 10%，那么 PLTR 将从商业业务中产生 1.512 亿美元的收入，从政府业务中产生 2.552 亿美元的收入，第三季度总收入为 4.064 亿美元。使用相同的方法，PLTR 将在 2021 年第四季度产生 4.3948 亿美元的总收入，使其 2021 年的总收入达到 15.628.8 亿美元。如果实现这一目标，PLTR 对 2021 年收入增长 30% 以上的预测将是保守的，因为其收入将同比增长 4.6988 亿美元，即 42.99%。我还假设调整后自由现金流 3 亿多美元的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>周四财报发布后，ARK Invest 上船购买了 520 万股股票</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在 ARK Invest 讨论有关 PLTR 的交易，所以我会提前道歉。我向我冒犯的任何人道歉。就我个人而言，我喜欢 ARK Invest 购买股票，因为 Cathie Wood 和她的团队在发现未来趋势时具有非凡的远见。我从ARK Invest Thursday trades收到的电子邮件通知让我瞠目结舌。PLTR 被全面纳入其六只活跃 ETF，配置如下：</blockquote></p><p> <ul>  <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li>  <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li>  <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li>  <li>ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ)559,000 shares</li>  <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li>  <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>方舟创新 ETF(NYSEARCA:ARKK)229 万股</li><li>ARK Genomic Revolution 多部门 ETF(BATS:ARKG)172 万股</li><li>方舟下一代互联网 ETF(NYSEARCA:ARKW)587,000 股</li><li>ARK 自主技术与机器人 ETF(BATS:ARKQ)559,000 股</li><li>方舟金融科技创新 ETF(NYSEARCA:ARKF)370,000 股</li><li>方舟太空探索 ETF(BATS:ARKX)61,000 股</li></ul><p class=\"t-img-caption\"><span>（来源：方舟投资）</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR现在是ARKK的第15大持股，ARKQ的第40大持股，ARKQ的第17大持股，ARKG的第45大持股，ARKF的第44大持股，ARKX的第38大持股。ARK Invest 总共持有这些基金的 32,080,168 股股票，市值为 7.988 亿美元。我认为这是非常看涨的，我很高兴与 ARK Invest 一起增加我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对 PLTR 的看好程度。我购买了10美元以下、28美元以上的股票，我计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司，但考虑到微软（纳斯达克股票代码：MSFT），这很难说。2021 年第二季度，收入同比增长 49%，合同总价值同比增长 175%，2021 年上半年第二季度商业客户数量增长 61%，完成了 62 笔收入至少为 100 万美元的交易，而 30 笔至少为 500 万美元，21 笔至少为 1000 万美元。PLTR 将 2021 年调整后自由现金流指引提高了 100%，我认为他们仍然保持保守。PLTR继续创造未来的软件，我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR 不是一笔交易，而是一项长期投资，如果您有时间，我相信这将成为一举多得。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195810252","content_text":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.\nPalantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.\nPalantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.\nI believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.\n\nScott Olson/Getty Images News\nOnly time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made statements such as \"I think it's too much of a black box to get a real read on the business.\"PLTR is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.\nOver the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.\n(Source: Palantir)\nPalantir continues to strengthen its government business\nAs an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?\n(Source: Steven Fiorillo) (Data Source: Palantir)\nOver the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.\nIt's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the Federal Procurement Data System as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nPalantir's commercial business is becoming larger\nOne of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.\n(Source: Palantir)\nAt the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nPalantir continues to be a growth machine from contracts down to its customers\nBusiness is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nEvery important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.\nMany companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.\nPLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).\n(Source: Palantir)\nPalantir is most likely understating Q3 2021 revenue estimates\nPLTR guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nAssuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released\nI know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:\n\nARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares\nARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ)559,000 shares\nARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares\nARK Space Exploration ETF(BATS:ARKX)61,000 shares\n\n(Source: ARK Invest)\nPLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.\nConclusion\nI continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897850487,"gmtCreate":1628907228649,"gmtModify":1633688594152,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897850487","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohunote.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下，汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右，这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据，2020 年电动汽车占美国汽车销量的 2.4%，高于五年前的 0.7%。该研究提供商预计，到 2025 年，这一份额将增至 11%；预计到 2030 年，美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划，包括（如果有的话）投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺，到 2025 年，纯电动汽车将占其销量的 35%。届时，奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但这家汽车制造商承诺，今年其欧洲销量的 25% 将是全电动和混合动力汽车，到 2030 年，其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到 2025 年，电动汽车销量将占其销量的 15% 至 25%；到2030年，这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型，并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示，到 2030 年，其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型，这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”，其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份，该公司表示计划到 2035 年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，它将在全球提供 30 款全电动汽车，到 2025 年底，该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商（7267.TO）拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年，其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作，使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车，其目标是到 2025 年，电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车，但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型，该公司最近表示，计划到 2030 年，其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到 2025 年，电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商，该公司 7 月份表示，到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车，到 2030 年，这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年，这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年，这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然，这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年，该汽车制造商欧洲销量的 70% 将来自电动汽车，美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下，汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右，这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据，2020 年电动汽车占美国汽车销量的 2.4%，高于五年前的 0.7%。该研究提供商预计，到 2025 年，这一份额将增至 11%；预计到 2030 年，美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划，包括（如果有的话）投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺，到 2025 年，纯电动汽车将占其销量的 35%。届时，奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但这家汽车制造商承诺，今年其欧洲销量的 25% 将是全电动和混合动力汽车，到 2030 年，其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到 2025 年，电动汽车销量将占其销量的 15% 至 25%；到2030年，这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型，并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示，到 2030 年，其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型，这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”，其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份，该公司表示计划到 2035 年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，它将在全球提供 30 款全电动汽车，到 2025 年底，该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商（7267.TO）拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年，其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作，使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车，其目标是到 2025 年，电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车，但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型，该公司最近表示，计划到 2030 年，其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到 2025 年，电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商，该公司 7 月份表示，到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车，到 2030 年，这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年，这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年，这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然，这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年，该汽车制造商欧洲销量的 70% 将来自电动汽车，美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?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":{"DDAIF":"戴姆勒汽车","HMC":"本田汽车","VLKAF":"Volkswagen AG","NSANY":"日产汽车","STLA":"Stellantis NV","FUJHF":"Subaru Corporation ","TSLA":"特斯拉","HYEVF":"Hyundai Elevator Co Ltd.","GM":"通用汽车","F":"福特汽车","TM":"丰田汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"F":0.9,"DDAIF":0.9,"TM":0.9,"HYEVF":0.9,"GM":0.9,"VLKAF":0.9,"HMC":0.9,"NSANY":0.9,"FUJHF":0.9,"TSLA":0.9,"AUDVF":0.9,"STLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894857104,"gmtCreate":1628818189308,"gmtModify":1633689242201,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894857104","repostId":"2159610672","repostType":4,"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895633289,"gmtCreate":1628737436841,"gmtModify":1633689871078,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895633289","repostId":"2158235575","repostType":4,"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804245527,"gmtCreate":1627960639069,"gmtModify":1633754845226,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804245527","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803229859,"gmtCreate":1627442737871,"gmtModify":1633764930911,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803229859","repostId":"1196686259","repostType":4,"repost":{"id":"1196686259","kind":"news","pubTimestamp":1627442048,"share":"https://www.laohunote.com/m/news/1196686259?lang=zh_CN&edition=full","pubTime":"2021-07-28 11:14","market":"us","language":"en","title":"General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新生但棘手的航空航天业务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196686259","media":"Motley Fool","summary":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's ","content":"<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.</p><p><blockquote>喷气发动机正在卷土重来，正好让通用电气公司摆脱自大流行之前就陷入的恐惧。</blockquote></p><p> The multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actually<i>hurt</i>areas of GE's business in the long run.</p><p><blockquote>这家跨国巨头多年来一直受到企业失误的困扰，现在正在忍受首席执行官拉里·卡尔普 (Larry Culp) 领导的扭亏为盈，周二报告其旗舰航空业务出现反弹，第二季度销售额增长 10%，达到 48 亿美元，订单增长 47%。但也有一个奇怪的问题：航空业反弹实际上可能<i>伤害</i>从长远来看，通用电气的业务领域。</blockquote></p><p> Fairy Tale to Horror Story and Back</p><p><blockquote>童话到恐怖故事再回来</blockquote></p><p> To open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.</p><p><blockquote>在21世纪伊始，通用电气公司被吹嘘为美国独创性的象征。通用电气由托马斯·爱迪生和摩根大通（是人，不是银行）共同创立，千禧年伊始，市值高达 6000 亿美元。然后是2008年的金融危机，一系列糟糕的收购，以及多年的企业动荡。现在通用电气的市值为1140亿美元。</blockquote></p><p> Just before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:</p><p><blockquote>就在大流行之前，该公司终于开始重新站稳脚跟：它削减债务、出售资产并改革运营，将航空作为其主要业务。当大流行使航空公司进入禁飞模式时，这一策略有点恶化，但即使航空旅行的复兴也给通用电气带来了负面影响：</blockquote></p><p> <ul>  <li>Surging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.</li>  <li>Jefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.</li> </ul> <b>Sky-High Hopes, For Now:</b>Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.</p><p><blockquote><ul><li>新飞机销量的激增是以通用电气在维护旧飞机上赚取的资金为代价的。杰富瑞分析师表示，全球 22,200 架商用飞机中有四分之一仍处于闲置状态，其中 20% 是停产机型，可能再也见不到天空了。</li><li>杰富瑞分析师预测，航空公司将保留 26 年以下的飞机，这将导致 2023 年全球机队比 2019 年增加 4%，同时飞机维修收入将增加 11%。但航空公司在更年轻的时候退役飞机的情况可能会对航空航天售后市场行业的收入产生严重的负面影响。</li></ul><b>目前寄予厚望：</b>通用电气的情况在短期内会好转。周二，该公司宣布第二季度营收为 183 亿美元，超出分析师预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>General Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新生但棘手的航空航天业务</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\">\nGeneral Electric's Revival Hangs on Nascent, But Tricky, Aerospace Business<blockquote>通用电气的复兴取决于新生但棘手的航空航天业务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-28 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.</p><p><blockquote>喷气发动机正在卷土重来，正好让通用电气公司摆脱自大流行之前就陷入的恐惧。</blockquote></p><p> The multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actually<i>hurt</i>areas of GE's business in the long run.</p><p><blockquote>这家跨国巨头多年来一直受到企业失误的困扰，现在正在忍受首席执行官拉里·卡尔普 (Larry Culp) 领导的扭亏为盈，周二报告其旗舰航空业务出现反弹，第二季度销售额增长 10%，达到 48 亿美元，订单增长 47%。但也有一个奇怪的问题：航空业反弹实际上可能<i>伤害</i>从长远来看，通用电气的业务领域。</blockquote></p><p> Fairy Tale to Horror Story and Back</p><p><blockquote>童话到恐怖故事再回来</blockquote></p><p> To open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.</p><p><blockquote>在21世纪伊始，通用电气公司被吹嘘为美国独创性的象征。通用电气由托马斯·爱迪生和摩根大通（是人，不是银行）共同创立，千禧年伊始，市值高达 6000 亿美元。然后是2008年的金融危机，一系列糟糕的收购，以及多年的企业动荡。现在通用电气的市值为1140亿美元。</blockquote></p><p> Just before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:</p><p><blockquote>就在大流行之前，该公司终于开始重新站稳脚跟：它削减债务、出售资产并改革运营，将航空作为其主要业务。当大流行使航空公司进入禁飞模式时，这一策略有点恶化，但即使航空旅行的复兴也给通用电气带来了负面影响：</blockquote></p><p> <ul>  <li>Surging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.</li>  <li>Jefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.</li> </ul> <b>Sky-High Hopes, For Now:</b>Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.</p><p><blockquote><ul><li>新飞机销量的激增是以通用电气在维护旧飞机上赚取的资金为代价的。杰富瑞分析师表示，全球 22,200 架商用飞机中有四分之一仍处于闲置状态，其中 20% 是停产机型，可能再也见不到天空了。</li><li>杰富瑞分析师预测，航空公司将保留 26 年以下的飞机，这将导致 2023 年全球机队比 2019 年增加 4%，同时飞机维修收入将增加 11%。但航空公司在更年轻的时候退役飞机的情况可能会对航空航天售后市场行业的收入产生严重的负面影响。</li></ul><b>目前寄予厚望：</b>通用电气的情况在短期内会好转。周二，该公司宣布第二季度营收为 183 亿美元，超出分析师预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天"},"source_url":"https://www.fool.com/investing/2021/07/27/general-electrics-revival-hangs-on-nascent-but-tri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196686259","content_text":"Jet engines are making a comeback, and just in time to propel General Electric out of the funk it's been stuck in since before the pandemic.\nThe multinational giant, beleaguered for years by corporate missteps and now enduring a turnaround effort led by CEO Larry Culp, reported a rebound in its flagship aviation business Tuesday, with sales climbing 10% to $4.8 billion in the second quarter and orders climbing 47%. But there's also a curious catch: the aviation rebound could actuallyhurtareas of GE's business in the long run.\nFairy Tale to Horror Story and Back\nTo open the 21st century, General Electric was a vaunted icon of American ingenuity. Co-founded by Thomas Edison and J.P. Morgan (the man, not the bank), GE started the millennium with a market cap of $600 billion. Then came the 2008 financial crisis, a slew of poor acquisitions, and years of corporate turmoil. Now GE's market cap sits at $114 billion.\nJust before the pandemic, the company finally started to regain some footing: it cut debt, sold assets, and revamped operations, nurturing aviation as its bread-and-butter business. That strategy soured a bit when the pandemic put airlines into no-fly mode, but even the revival of air travel presents downsides for GE:\n\nSurging sales of new aircraft come at the expense of money GE rakes in maintaining older jets. A quarter of the world's 22,200 commercial planes remain out of use, according to Jefferies analysts, and 20% of those are out-of-production models that might never see the skies again.\nJefferies analysts forecast that airlines will hang on to jets under 26 years old, which would lead to a 2023 global fleet that's 4% bigger than it was in 2019, accompanied by an 11% increase in income for servicing planes. But a scenario where airlines retire planes at a younger age could have severe negative implications for revenues in the aerospace aftermarket industry.\n\nSky-High Hopes, For Now:Things are looking up for GE in the near term. On Tuesday, the company announced $18.3 billion in second-quarter revenue, surpassing analysts' expectations.","news_type":1,"symbols_score_info":{"GE":0.9}},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809386262,"gmtCreate":1627348313456,"gmtModify":1633765886499,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809386262","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohunote.com/m/news/1153028059?lang=zh_CN&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社） - 特斯拉公司周二公布的第二季度利润高于预期，得益于其价格较低的电动汽车销量大幅增加，同时提高了价格以提高利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自 2019 年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这是制造业务财务状况不断改善的迹象。特斯拉通过削减其认为未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值的汽车制造商的股价在盘后交易中上涨了 1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权上，特斯拉高管表示，批量生产增长将取决于零部件的可用性，马斯克警告说，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“马斯克说：”全球芯片短缺形势仍然相当严重。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，马斯克表示，特斯拉预计今年将在德克萨斯州和德国在建工厂开始生产 Model Y SUV。他表示，该公司预计电池供应商明年将产量增加一倍。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，特斯拉本季度的交付量仍创下历史新高，这要归功于包括 Model 3 轿车和 Model Ys 在内的廉价车型的销售。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克 (Elon Musk) 领导的汽车制造商表示，收入从去年同期的 60.4 亿美元跃升至 119.6 亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预计收入约为 113 亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>不包括项目，特斯拉公布的每股利润为 1.45 美元，轻松超过分析师预期的每股利润 98 美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上涨，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失 2300 万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力往往依赖于向其他汽车制造商出售监管积分，但在第二季度，特斯拉自 2019 年底以来首次在没有这些积分的情况下实现盈利。其第二季度 GAAP 净利润为 11.4 亿美元。信贷收入总计仅3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>“Investing.com 高级分析师杰西-科恩（Jesse Cohen）说：”特斯拉的数据给人留下了深刻的印象，因为其大部分收入来自汽车销售。</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商 Stellantis 预计今年将在不从特斯拉购买环境信用额度的情况下实现欧洲二氧化碳 (CO2) 排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将半挂卡车计划的启动时间推迟到 2022 年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型 4680 电池尚未准备好批量生产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>马斯克在一旁表示，他 “很可能不会在财报评级上 ”与投资者和分析师讨论财务业绩。这些评级一直是马斯克用来谈论特斯拉技术或回击竞争对手或批评者的丰富多彩的季度仪式。</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>Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</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\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-27 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社） - 特斯拉公司周二公布的第二季度利润高于预期，得益于其价格较低的电动汽车销量大幅增加，同时提高了价格以提高利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自 2019 年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这是制造业务财务状况不断改善的迹象。特斯拉通过削减其认为未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值的汽车制造商的股价在盘后交易中上涨了 1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权上，特斯拉高管表示，批量生产增长将取决于零部件的可用性，马斯克警告说，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“马斯克说：”全球芯片短缺形势仍然相当严重。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，马斯克表示，特斯拉预计今年将在德克萨斯州和德国在建工厂开始生产 Model Y SUV。他表示，该公司预计电池供应商明年将产量增加一倍。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，特斯拉本季度的交付量仍创下历史新高，这要归功于包括 Model 3 轿车和 Model Ys 在内的廉价车型的销售。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克 (Elon Musk) 领导的汽车制造商表示，收入从去年同期的 60.4 亿美元跃升至 119.6 亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预计收入约为 113 亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>不包括项目，特斯拉公布的每股利润为 1.45 美元，轻松超过分析师预期的每股利润 98 美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上涨，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失 2300 万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力往往依赖于向其他汽车制造商出售监管积分，但在第二季度，特斯拉自 2019 年底以来首次在没有这些积分的情况下实现盈利。其第二季度 GAAP 净利润为 11.4 亿美元。信贷收入总计仅3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>“Investing.com 高级分析师杰西-科恩（Jesse Cohen）说：”特斯拉的数据给人留下了深刻的印象，因为其大部分收入来自汽车销售。</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商 Stellantis 预计今年将在不从特斯拉购买环境信用额度的情况下实现欧洲二氧化碳 (CO2) 排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将半挂卡车计划的启动时间推迟到 2022 年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型 4680 电池尚未准备好批量生产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>马斯克在一旁表示，他 “很可能不会在财报评级上 ”与投资者和分析师讨论财务业绩。这些评级一直是马斯克用来谈论特斯拉技术或回击竞争对手或批评者的丰富多彩的季度仪式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800938357,"gmtCreate":1627270424579,"gmtModify":1633766654512,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800938357","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177948257,"gmtCreate":1627178085879,"gmtModify":1633767464928,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177948257","repostId":"2153829859","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175857610,"gmtCreate":1627025466330,"gmtModify":1633768676595,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175857610","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176748608,"gmtCreate":1626917909904,"gmtModify":1633769760416,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176748608","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176096694,"gmtCreate":1626843261218,"gmtModify":1633770467372,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089032478443890","authorIdStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176096694","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833708505,"gmtCreate":1629260034807,"gmtModify":1633686141163,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833708505","repostId":"1195810252","repostType":4,"repost":{"id":"1195810252","kind":"news","pubTimestamp":1629258706,"share":"https://www.laohunote.com/m/news/1195810252?lang=zh_CN&edition=full","pubTime":"2021-08-18 11:51","market":"us","language":"en","title":"Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195810252","media":"seekingalpha","summary":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now pr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li>  <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li>  <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li>  <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir 将 2021 年全年调整后自由现金流前景上调了 100%，目前预计将达到 3 亿多美元，同时到 2025 年保持 30% 以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户，每个客户的平均收入增长了19%，达到790万美元，前20个客户的平均收入增长了36%，达到3900万美元。</li><li>截至 2021 年第二季度，Palantir 的剩余交易总价值为 34 亿美元，同比增长 63%。</li><li>我相信 Palantir 是保守的，根据其增长率，2021 年第三季度的收入将超过 4 亿美元，并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made&nbsp;statements&nbsp;such as \"I think it's too much of a black box to get a real read on the business.\"PLTR&nbsp;is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest&nbsp;took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对 Palantir（纽约证券交易所股票代码：PLTR）的立场。这是一场拉锯战，评论员发表了诸如“我认为这太多黑匣子了，无法真正了解这项业务。”随着收入同比增长 49%，PLTR 在财报季结束后成为盈利之王，PLTR 上调了 2021 年全年展望。 ARK Invest 在全天公布六笔个人购买收益后，于周四借此机会增持了 520 万股股票。每次收益报告发布后，我都会变得更加看好 PLTR，2021 年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去十年中，随着技术的发展改变了商业格局，软件公司经历了非凡的牛市。无论哪个行业，进化从未停止，2021年，技术已经成为企业的脊梁。我希望熊市能够克服PLTR不能讨论其部分业务的事实，因为这是国家安全问题。成为美国政府的顶级供应商是积极的，重要的是报告的数字。作为投资者，我们不需要 PLTR 与军方合作的细节。美国政府和PLTR都报告哪些实体与PLTR有业务往来、合同期限和合同的货币价值。熊队对PLTR的第二个批评是缺乏商业合同。2021 年前六个月后，PLTR 的商业客户数量环比增长 20%，而商业收入同比增长 28%，从而结束了这一局面。PLTR正在成为十年来最重要的软件公司之一，而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir 继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's&nbsp;previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人，我很自豪能够成为 PLTR 的股东。我们需要更多的公司为我们的政府机构提供尽可能好的解决方案。PLTR继续加强与全球最强大政府的关系，这是互惠互利的。美国政府获得最复杂的软件应用，而PLTR每个季度产生数百万美元的额外收入。回到PLTR之前的季度演示，我描绘了政府商业部门的增长。我会问，为什么随着数字的报道，作为“黑匣子”的耻辱会减少PLTR，这才是最重要的？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中，PLTR 的政府合同季度收入增长了 139.18%（1.35 亿美元）。PLTR的平均季度增长率为13.24%，因为自2019年第三季度以来，他们的收入平均增加了1929万美元的政府合同价值。从过去 12 个月 (TTM) 的季度来看，PLTR 在过去一年中将 TTM 政府收入增加了 3.35 亿美元 (73.14%)。PLTR 截至 2021 年第二季度末的 TTM 收入已从 2020 年第二季度的 4.58 亿美元增长至 7.93 亿美元。过去四个季度，PLTR的政府收入TTM平均增长了8375万美元，平均环比增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the&nbsp;Federal Procurement Data System&nbsp;as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人困惑的是，个人如何忽视给予PLTR的政府业务应有的信任。2021 年第二季度，PLTR 与美国陆军、空军和海岸警卫队签署了新协议，其中包括与 SOCOM 签署的为期两年、价值 1 亿美元的协议。PLTR还与HHS和疾病预防控制中心签署了新的合同。这包括扩大 PLTR 帮助美国管理疫苗生产、分销和管理的努力。PLTR使用联邦采购数据系统作为参考来源，签署了17份已上传的政府合同。通读PLTR支持的机构，包括美国海岸警卫队、证券交易委员会、美国国税局、联邦航空管理局和美国食品药品监督管理局，PLTR继续巩固自己作为好老山姆大叔的主要供应商之一的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir 的商业业务正在扩大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>熊市的主要抱怨和批评之一是缺乏商业业务 PLTR。许多人都认同这样的逻辑，即在商业方面建立融洽关系将具有挑战性，因为PLTR是一个黑匣子，没有人知道他们在做什么。许多人表示，除非 PLTR 能够证明他们的软件可以在商业方面使用和实施，否则这将是一项不值得的投资。事实证明，随着商业方面的不断增长，PLTR继续直接通过这一理论漏洞。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至 2021 年第二季度末，PLTR 的商业收入在过去七个季度中每季度增加 5000 万美元（53.2%）。PLTR 的环比增长率平均为 714 万美元，增长率为 7.6%。截至 2020 年第二季度末，PLTR 从其 TTM 商业业务合同中产生了 4.43 亿美元的收入。在过去的一年里，这一数字增加了 9300 万美元，即 21%，因为商业占 PLTR 在 TTM 中收入的 5.36 亿美元。过去四个季度，PLTR 的商业 TTM 收入平均增长 2325 万美元，环比增长 4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>从合同到客户，Palantir 仍然是增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR 业务蓬勃发展，2021 年第二季度和上半年收入均同比增长 49%。2021年第二季度，PLTR的总收入从2.52亿美元（1.12亿美元商业，1.4亿美元政府）增加到3.76亿美元（1.44亿美元商业，2.32亿美元政府）。2021年上半年，PLTR创造了7.17亿美元的收入，而2020年同期为4.81亿美元，增加了2.36亿美元。过去七个季度，PLTR 的总收入平均增长率为 2643 万美元，环比增长 10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR 的每一个重要指标都在增加，空头应该关注这些指标。第二季度，PLTR 新增 20 家客户，商业客户总数环比增长 13%，达到 169 家。自2020年底以来，2021年上半年，PLTR的商业客户增加了21.58%。PLTR 第二季度末的剩余交易总价值为 34 亿美元，同比增长 63%，高于 2020 年第二季度末的 21 亿美元。与 2020 年第二季度相比，PLTR 在 2021 年第二季度末的 TTM 中每个客户产生的平均收入增长了 19%，从 660 万美元增加到 790 万美元。更令人印象深刻的是 PLTR 最大客户的增长。PLTR 每个前 20 名客户的平均收入增长了 36%，从 TTM 的每年 2900 万美元增加到 3900 万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长，但 PLTR 与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR获得客户并签署合同，他们的利润率一直在提高，这带来了正的自由现金流。PLTR调整后毛利率为82%，贡献率为58%。2021 年第二季度，PLTR 调整后经营利润为 1.17 亿美元，同比增加 8800 万美元（303.45%）。PLTR 调整后的营业利润率为 31%，而指导水平为 23%。2020 年上半年，PLTR 报告调整后自由现金流为 -2.32 亿美元。过去一年，PLTR取得了巨大进展，2021年上半年调整后自由现金流为2.01亿美元，利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR 正在增加其商业客户，获得政府合同，每季度增加其收入，并且自由现金流为正。PLTR上调了2021年全年指引，并证实了许多PLTR多头的理论，即他们的指引是保守的。PLTR将其调整后的自由现金流指引提高了100%，2021年从1.5亿美元增加到3亿美元。PLTR 仍预计 2021 年和 2025 年的年收入增长率为 30%。PLTR将2021年第三季度的总收入设定为3.85亿美元，环比增长900万美元（2.4%），同比增长9500万美元（32.76%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir 很可能低估了 2021 年第三季度的收入预期</b></blockquote></p><p> PLTR&nbsp;guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR 预计 2021 年第三季度收入为 3.85 亿美元。我会做一个有根据的预测，说这是低的，实际数字将接近4.06亿美元。回到 2019 年第三季度，PLTR 的商业客户季度收入平均环比增长 7.14%。自2019年第三季度以来，PLTR的政府收入平均环比增长13.34%。暂时把这些增长率放在一边，根据联邦采购数据系统，PLTR在2021年第三季度签署了五份新合同，合同总价值为1.0282亿美元，其中1478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似，因为这与 2021 年第二季度同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设 PLTR 的增长率遵循之前的趋势，并且我保守估计商业方面为 5%，政府方面为 10%，那么 PLTR 将从商业业务中产生 1.512 亿美元的收入，从政府业务中产生 2.552 亿美元的收入，第三季度总收入为 4.064 亿美元。使用相同的方法，PLTR 将在 2021 年第四季度产生 4.3948 亿美元的总收入，使其 2021 年的总收入达到 15.628.8 亿美元。如果实现这一目标，PLTR 对 2021 年收入增长 30% 以上的预测将是保守的，因为其收入将同比增长 4.6988 亿美元，即 42.99%。我还假设调整后自由现金流 3 亿多美元的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>周四财报发布后，ARK Invest 上船购买了 520 万股股票</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在 ARK Invest 讨论有关 PLTR 的交易，所以我会提前道歉。我向我冒犯的任何人道歉。就我个人而言，我喜欢 ARK Invest 购买股票，因为 Cathie Wood 和她的团队在发现未来趋势时具有非凡的远见。我从ARK Invest Thursday trades收到的电子邮件通知让我瞠目结舌。PLTR 被全面纳入其六只活跃 ETF，配置如下：</blockquote></p><p> <ul>  <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li>  <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li>  <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li>  <li>ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ)559,000 shares</li>  <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li>  <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>方舟创新 ETF(NYSEARCA:ARKK)229 万股</li><li>ARK Genomic Revolution 多部门 ETF(BATS:ARKG)172 万股</li><li>方舟下一代互联网 ETF(NYSEARCA:ARKW)587,000 股</li><li>ARK 自主技术与机器人 ETF(BATS:ARKQ)559,000 股</li><li>方舟金融科技创新 ETF(NYSEARCA:ARKF)370,000 股</li><li>方舟太空探索 ETF(BATS:ARKX)61,000 股</li></ul><p class=\"t-img-caption\"><span>（来源：方舟投资）</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR现在是ARKK的第15大持股，ARKQ的第40大持股，ARKQ的第17大持股，ARKG的第45大持股，ARKF的第44大持股，ARKX的第38大持股。ARK Invest 总共持有这些基金的 32,080,168 股股票，市值为 7.988 亿美元。我认为这是非常看涨的，我很高兴与 ARK Invest 一起增加我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对 PLTR 的看好程度。我购买了10美元以下、28美元以上的股票，我计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司，但考虑到微软（纳斯达克股票代码：MSFT），这很难说。2021 年第二季度，收入同比增长 49%，合同总价值同比增长 175%，2021 年上半年第二季度商业客户数量增长 61%，完成了 62 笔收入至少为 100 万美元的交易，而 30 笔至少为 500 万美元，21 笔至少为 1000 万美元。PLTR 将 2021 年调整后自由现金流指引提高了 100%，我认为他们仍然保持保守。PLTR继续创造未来的软件，我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR 不是一笔交易，而是一项长期投资，如果您有时间，我相信这将成为一举多得。</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>Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir：增长之王、方舟投资，成为市场之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-18 11:51</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>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li>  <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li>  <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li>  <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir 将 2021 年全年调整后自由现金流前景上调了 100%，目前预计将达到 3 亿多美元，同时到 2025 年保持 30% 以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户，每个客户的平均收入增长了19%，达到790万美元，前20个客户的平均收入增长了36%，达到3900万美元。</li><li>截至 2021 年第二季度，Palantir 的剩余交易总价值为 34 亿美元，同比增长 63%。</li><li>我相信 Palantir 是保守的，根据其增长率，2021 年第三季度的收入将超过 4 亿美元，并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made&nbsp;statements&nbsp;such as \"I think it's too much of a black box to get a real read on the business.\"PLTR&nbsp;is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest&nbsp;took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对 Palantir（纽约证券交易所股票代码：PLTR）的立场。这是一场拉锯战，评论员发表了诸如“我认为这太多黑匣子了，无法真正了解这项业务。”随着收入同比增长 49%，PLTR 在财报季结束后成为盈利之王，PLTR 上调了 2021 年全年展望。 ARK Invest 在全天公布六笔个人购买收益后，于周四借此机会增持了 520 万股股票。每次收益报告发布后，我都会变得更加看好 PLTR，2021 年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去十年中，随着技术的发展改变了商业格局，软件公司经历了非凡的牛市。无论哪个行业，进化从未停止，2021年，技术已经成为企业的脊梁。我希望熊市能够克服PLTR不能讨论其部分业务的事实，因为这是国家安全问题。成为美国政府的顶级供应商是积极的，重要的是报告的数字。作为投资者，我们不需要 PLTR 与军方合作的细节。美国政府和PLTR都报告哪些实体与PLTR有业务往来、合同期限和合同的货币价值。熊队对PLTR的第二个批评是缺乏商业合同。2021 年前六个月后，PLTR 的商业客户数量环比增长 20%，而商业收入同比增长 28%，从而结束了这一局面。PLTR正在成为十年来最重要的软件公司之一，而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir 继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's&nbsp;previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人，我很自豪能够成为 PLTR 的股东。我们需要更多的公司为我们的政府机构提供尽可能好的解决方案。PLTR继续加强与全球最强大政府的关系，这是互惠互利的。美国政府获得最复杂的软件应用，而PLTR每个季度产生数百万美元的额外收入。回到PLTR之前的季度演示，我描绘了政府商业部门的增长。我会问，为什么随着数字的报道，作为“黑匣子”的耻辱会减少PLTR，这才是最重要的？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中，PLTR 的政府合同季度收入增长了 139.18%（1.35 亿美元）。PLTR的平均季度增长率为13.24%，因为自2019年第三季度以来，他们的收入平均增加了1929万美元的政府合同价值。从过去 12 个月 (TTM) 的季度来看，PLTR 在过去一年中将 TTM 政府收入增加了 3.35 亿美元 (73.14%)。PLTR 截至 2021 年第二季度末的 TTM 收入已从 2020 年第二季度的 4.58 亿美元增长至 7.93 亿美元。过去四个季度，PLTR的政府收入TTM平均增长了8375万美元，平均环比增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the&nbsp;Federal Procurement Data System&nbsp;as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人困惑的是，个人如何忽视给予PLTR的政府业务应有的信任。2021 年第二季度，PLTR 与美国陆军、空军和海岸警卫队签署了新协议，其中包括与 SOCOM 签署的为期两年、价值 1 亿美元的协议。PLTR还与HHS和疾病预防控制中心签署了新的合同。这包括扩大 PLTR 帮助美国管理疫苗生产、分销和管理的努力。PLTR使用联邦采购数据系统作为参考来源，签署了17份已上传的政府合同。通读PLTR支持的机构，包括美国海岸警卫队、证券交易委员会、美国国税局、联邦航空管理局和美国食品药品监督管理局，PLTR继续巩固自己作为好老山姆大叔的主要供应商之一的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir 的商业业务正在扩大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>熊市的主要抱怨和批评之一是缺乏商业业务 PLTR。许多人都认同这样的逻辑，即在商业方面建立融洽关系将具有挑战性，因为PLTR是一个黑匣子，没有人知道他们在做什么。许多人表示，除非 PLTR 能够证明他们的软件可以在商业方面使用和实施，否则这将是一项不值得的投资。事实证明，随着商业方面的不断增长，PLTR继续直接通过这一理论漏洞。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至 2021 年第二季度末，PLTR 的商业收入在过去七个季度中每季度增加 5000 万美元（53.2%）。PLTR 的环比增长率平均为 714 万美元，增长率为 7.6%。截至 2020 年第二季度末，PLTR 从其 TTM 商业业务合同中产生了 4.43 亿美元的收入。在过去的一年里，这一数字增加了 9300 万美元，即 21%，因为商业占 PLTR 在 TTM 中收入的 5.36 亿美元。过去四个季度，PLTR 的商业 TTM 收入平均增长 2325 万美元，环比增长 4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>从合同到客户，Palantir 仍然是增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR 业务蓬勃发展，2021 年第二季度和上半年收入均同比增长 49%。2021年第二季度，PLTR的总收入从2.52亿美元（1.12亿美元商业，1.4亿美元政府）增加到3.76亿美元（1.44亿美元商业，2.32亿美元政府）。2021年上半年，PLTR创造了7.17亿美元的收入，而2020年同期为4.81亿美元，增加了2.36亿美元。过去七个季度，PLTR 的总收入平均增长率为 2643 万美元，环比增长 10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR 的每一个重要指标都在增加，空头应该关注这些指标。第二季度，PLTR 新增 20 家客户，商业客户总数环比增长 13%，达到 169 家。自2020年底以来，2021年上半年，PLTR的商业客户增加了21.58%。PLTR 第二季度末的剩余交易总价值为 34 亿美元，同比增长 63%，高于 2020 年第二季度末的 21 亿美元。与 2020 年第二季度相比，PLTR 在 2021 年第二季度末的 TTM 中每个客户产生的平均收入增长了 19%，从 660 万美元增加到 790 万美元。更令人印象深刻的是 PLTR 最大客户的增长。PLTR 每个前 20 名客户的平均收入增长了 36%，从 TTM 的每年 2900 万美元增加到 3900 万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长，但 PLTR 与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR获得客户并签署合同，他们的利润率一直在提高，这带来了正的自由现金流。PLTR调整后毛利率为82%，贡献率为58%。2021 年第二季度，PLTR 调整后经营利润为 1.17 亿美元，同比增加 8800 万美元（303.45%）。PLTR 调整后的营业利润率为 31%，而指导水平为 23%。2020 年上半年，PLTR 报告调整后自由现金流为 -2.32 亿美元。过去一年，PLTR取得了巨大进展，2021年上半年调整后自由现金流为2.01亿美元，利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR 正在增加其商业客户，获得政府合同，每季度增加其收入，并且自由现金流为正。PLTR上调了2021年全年指引，并证实了许多PLTR多头的理论，即他们的指引是保守的。PLTR将其调整后的自由现金流指引提高了100%，2021年从1.5亿美元增加到3亿美元。PLTR 仍预计 2021 年和 2025 年的年收入增长率为 30%。PLTR将2021年第三季度的总收入设定为3.85亿美元，环比增长900万美元（2.4%），同比增长9500万美元（32.76%）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir 很可能低估了 2021 年第三季度的收入预期</b></blockquote></p><p> PLTR&nbsp;guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR 预计 2021 年第三季度收入为 3.85 亿美元。我会做一个有根据的预测，说这是低的，实际数字将接近4.06亿美元。回到 2019 年第三季度，PLTR 的商业客户季度收入平均环比增长 7.14%。自2019年第三季度以来，PLTR的政府收入平均环比增长13.34%。暂时把这些增长率放在一边，根据联邦采购数据系统，PLTR在2021年第三季度签署了五份新合同，合同总价值为1.0282亿美元，其中1478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似，因为这与 2021 年第二季度同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：Steven Fiorillo）（数据来源：联邦采购数据系统）</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设 PLTR 的增长率遵循之前的趋势，并且我保守估计商业方面为 5%，政府方面为 10%，那么 PLTR 将从商业业务中产生 1.512 亿美元的收入，从政府业务中产生 2.552 亿美元的收入，第三季度总收入为 4.064 亿美元。使用相同的方法，PLTR 将在 2021 年第四季度产生 4.3948 亿美元的总收入，使其 2021 年的总收入达到 15.628.8 亿美元。如果实现这一目标，PLTR 对 2021 年收入增长 30% 以上的预测将是保守的，因为其收入将同比增长 4.6988 亿美元，即 42.99%。我还假设调整后自由现金流 3 亿多美元的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>周四财报发布后，ARK Invest 上船购买了 520 万股股票</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在 ARK Invest 讨论有关 PLTR 的交易，所以我会提前道歉。我向我冒犯的任何人道歉。就我个人而言，我喜欢 ARK Invest 购买股票，因为 Cathie Wood 和她的团队在发现未来趋势时具有非凡的远见。我从ARK Invest Thursday trades收到的电子邮件通知让我瞠目结舌。PLTR 被全面纳入其六只活跃 ETF，配置如下：</blockquote></p><p> <ul>  <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li>  <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li>  <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li>  <li>ARK Autonomous Technology &amp; Robotics ETF(BATS:ARKQ)559,000 shares</li>  <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li>  <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>方舟创新 ETF(NYSEARCA:ARKK)229 万股</li><li>ARK Genomic Revolution 多部门 ETF(BATS:ARKG)172 万股</li><li>方舟下一代互联网 ETF(NYSEARCA:ARKW)587,000 股</li><li>ARK 自主技术与机器人 ETF(BATS:ARKQ)559,000 股</li><li>方舟金融科技创新 ETF(NYSEARCA:ARKF)370,000 股</li><li>方舟太空探索 ETF(BATS:ARKX)61,000 股</li></ul><p class=\"t-img-caption\"><span>（来源：方舟投资）</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR现在是ARKK的第15大持股，ARKQ的第40大持股，ARKQ的第17大持股，ARKG的第45大持股，ARKF的第44大持股，ARKX的第38大持股。ARK Invest 总共持有这些基金的 32,080,168 股股票，市值为 7.988 亿美元。我认为这是非常看涨的，我很高兴与 ARK Invest 一起增加我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对 PLTR 的看好程度。我购买了10美元以下、28美元以上的股票，我计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司，但考虑到微软（纳斯达克股票代码：MSFT），这很难说。2021 年第二季度，收入同比增长 49%，合同总价值同比增长 175%，2021 年上半年第二季度商业客户数量增长 61%，完成了 62 笔收入至少为 100 万美元的交易，而 30 笔至少为 500 万美元，21 笔至少为 1000 万美元。PLTR 将 2021 年调整后自由现金流指引提高了 100%，我认为他们仍然保持保守。PLTR继续创造未来的软件，我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR 不是一笔交易，而是一项长期投资，如果您有时间，我相信这将成为一举多得。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195810252","content_text":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.\nPalantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.\nPalantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.\nI believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.\n\nScott Olson/Getty Images News\nOnly time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made statements such as \"I think it's too much of a black box to get a real read on the business.\"PLTR is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.\nOver the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.\n(Source: Palantir)\nPalantir continues to strengthen its government business\nAs an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?\n(Source: Steven Fiorillo) (Data Source: Palantir)\nOver the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.\nIt's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the Federal Procurement Data System as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nPalantir's commercial business is becoming larger\nOne of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.\n(Source: Palantir)\nAt the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nPalantir continues to be a growth machine from contracts down to its customers\nBusiness is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nEvery important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.\nMany companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.\nPLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).\n(Source: Palantir)\nPalantir is most likely understating Q3 2021 revenue estimates\nPLTR guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nAssuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released\nI know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:\n\nARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares\nARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ)559,000 shares\nARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares\nARK Space Exploration ETF(BATS:ARKX)61,000 shares\n\n(Source: ARK Invest)\nPLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.\nConclusion\nI continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814000226,"gmtCreate":1630723741865,"gmtModify":1632906179288,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814000226","repostId":"2164803413","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804245527,"gmtCreate":1627960639069,"gmtModify":1633754845226,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804245527","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176096694,"gmtCreate":1626843261218,"gmtModify":1633770467372,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176096694","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897850487,"gmtCreate":1628907228649,"gmtModify":1633688594152,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897850487","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohunote.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下，汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右，这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据，2020 年电动汽车占美国汽车销量的 2.4%，高于五年前的 0.7%。该研究提供商预计，到 2025 年，这一份额将增至 11%；预计到 2030 年，美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划，包括（如果有的话）投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺，到 2025 年，纯电动汽车将占其销量的 35%。届时，奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但这家汽车制造商承诺，今年其欧洲销量的 25% 将是全电动和混合动力汽车，到 2030 年，其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到 2025 年，电动汽车销量将占其销量的 15% 至 25%；到2030年，这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型，并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示，到 2030 年，其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型，这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”，其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份，该公司表示计划到 2035 年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，它将在全球提供 30 款全电动汽车，到 2025 年底，该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商（7267.TO）拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年，其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作，使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车，其目标是到 2025 年，电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车，但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型，该公司最近表示，计划到 2030 年，其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到 2025 年，电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商，该公司 7 月份表示，到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车，到 2030 年，这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年，这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年，这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然，这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年，该汽车制造商欧洲销量的 70% 将来自电动汽车，美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大汽车制造商当前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下，汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右，这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据，2020 年电动汽车占美国汽车销量的 2.4%，高于五年前的 0.7%。该研究提供商预计，到 2025 年，这一份额将增至 11%；预计到 2030 年，美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划，包括（如果有的话）投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺，到 2025 年，纯电动汽车将占其销量的 35%。届时，奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但这家汽车制造商承诺，今年其欧洲销量的 25% 将是全电动和混合动力汽车，到 2030 年，其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到 2025 年，电动汽车销量将占其销量的 15% 至 25%；到2030年，这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型，并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示，到 2030 年，其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型，这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”，其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份，该公司表示计划到 2035 年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，它将在全球提供 30 款全电动汽车，到 2025 年底，该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商（7267.TO）拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年，其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作，使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车，其目标是到 2025 年，电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车，但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型，该公司最近表示，计划到 2030 年，其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到 2025 年，电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商，该公司 7 月份表示，到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车，到 2030 年，这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年，这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年，这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然，这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年，该汽车制造商欧洲销量的 70% 将来自电动汽车，美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?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":{"DDAIF":"戴姆勒汽车","HMC":"本田汽车","VLKAF":"Volkswagen AG","NSANY":"日产汽车","STLA":"Stellantis NV","FUJHF":"Subaru Corporation ","TSLA":"特斯拉","HYEVF":"Hyundai Elevator Co Ltd.","GM":"通用汽车","F":"福特汽车","TM":"丰田汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"F":0.9,"DDAIF":0.9,"TM":0.9,"HYEVF":0.9,"GM":0.9,"VLKAF":0.9,"HMC":0.9,"NSANY":0.9,"FUJHF":0.9,"TSLA":0.9,"AUDVF":0.9,"STLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177948257,"gmtCreate":1627178085879,"gmtModify":1633767464928,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177948257","repostId":"2153829859","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813984986,"gmtCreate":1630121475545,"gmtModify":1704956279286,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813984986","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831732908,"gmtCreate":1629347582804,"gmtModify":1633685495991,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831732908","repostId":"1118856541","repostType":4,"repost":{"id":"1118856541","kind":"news","pubTimestamp":1629345442,"share":"https://www.laohunote.com/m/news/1118856541?lang=zh_CN&edition=full","pubTime":"2021-08-19 11:57","market":"us","language":"en","title":"Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118856541","media":"Barrons","summary":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expe","content":"<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p><p><blockquote>苹果看到了中国对iPhone的巨大需求，这是一个积极的迹象，因为该公司预计将于9月某个时候推出其旗舰产品的新版本。</blockquote></p><p> In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also&nbsp;estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p><p><blockquote>摩根士丹利分析师凯蒂-休伯蒂（Katy Huberty）在一份研究报告中写道，根据中国信息通信技术研究院的披露信息，她估计苹果（股票代码：AAPL）7 月份在中国的 iPhone 出货量同比增长了 79%，而中国自己的手机供应商同期仅增长了 27%。她还估计，最近一个月，苹果在中国智能手机装机量中的份额增长了90个基点，达到20.7%，创27个月新高。（基点是百分点的1/100。）</blockquote></p><p> Huberty estimates that both&nbsp;Samsung Electronics&nbsp;and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p><p><blockquote>休伯蒂估计，三星电子和华为技术在最近一个月都失去了在中国的市场份额，国内手机制造商Oppo、Vivo和小米的市场份额略有增长。</blockquote></p><p> She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p><p><blockquote>她说，iPhone 12 和 iPhone 12 Pro Max 是中国最受欢迎的机型，但 iPhone 11 的销量仍然 “有弹性”。</blockquote></p><p> “We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p><p><blockquote>“她写道：”我们相信，这些数据点支持了我们的观点，即在今年秋季推出新款 iPhone 13 机型后，iPhone 的出货量可能会持续强劲。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</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 Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国 iPhone 需求激增</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 11:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p><p><blockquote>苹果看到了中国对iPhone的巨大需求，这是一个积极的迹象，因为该公司预计将于9月某个时候推出其旗舰产品的新版本。</blockquote></p><p> In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also&nbsp;estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p><p><blockquote>摩根士丹利分析师凯蒂-休伯蒂（Katy Huberty）在一份研究报告中写道，根据中国信息通信技术研究院的披露信息，她估计苹果（股票代码：AAPL）7 月份在中国的 iPhone 出货量同比增长了 79%，而中国自己的手机供应商同期仅增长了 27%。她还估计，最近一个月，苹果在中国智能手机装机量中的份额增长了90个基点，达到20.7%，创27个月新高。（基点是百分点的1/100。）</blockquote></p><p> Huberty estimates that both&nbsp;Samsung Electronics&nbsp;and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p><p><blockquote>休伯蒂估计，三星电子和华为技术在最近一个月都失去了在中国的市场份额，国内手机制造商Oppo、Vivo和小米的市场份额略有增长。</blockquote></p><p> She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p><p><blockquote>她说，iPhone 12 和 iPhone 12 Pro Max 是中国最受欢迎的机型，但 iPhone 11 的销量仍然 “有弹性”。</blockquote></p><p> “We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p><p><blockquote>“她写道：”我们相信，这些数据点支持了我们的观点，即在今年秋季推出新款 iPhone 13 机型后，iPhone 的出货量可能会持续强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118856541","content_text":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.\nIn a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)\nHuberty estimates that both Samsung Electronics and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.\nShe says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”\n“We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809386262,"gmtCreate":1627348313456,"gmtModify":1633765886499,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809386262","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohunote.com/m/news/1153028059?lang=zh_CN&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社） - 特斯拉公司周二公布的第二季度利润高于预期，得益于其价格较低的电动汽车销量大幅增加，同时提高了价格以提高利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自 2019 年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这是制造业务财务状况不断改善的迹象。特斯拉通过削减其认为未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值的汽车制造商的股价在盘后交易中上涨了 1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权上，特斯拉高管表示，批量生产增长将取决于零部件的可用性，马斯克警告说，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“马斯克说：”全球芯片短缺形势仍然相当严重。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，马斯克表示，特斯拉预计今年将在德克萨斯州和德国在建工厂开始生产 Model Y SUV。他表示，该公司预计电池供应商明年将产量增加一倍。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，特斯拉本季度的交付量仍创下历史新高，这要归功于包括 Model 3 轿车和 Model Ys 在内的廉价车型的销售。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克 (Elon Musk) 领导的汽车制造商表示，收入从去年同期的 60.4 亿美元跃升至 119.6 亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预计收入约为 113 亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>不包括项目，特斯拉公布的每股利润为 1.45 美元，轻松超过分析师预期的每股利润 98 美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上涨，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失 2300 万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力往往依赖于向其他汽车制造商出售监管积分，但在第二季度，特斯拉自 2019 年底以来首次在没有这些积分的情况下实现盈利。其第二季度 GAAP 净利润为 11.4 亿美元。信贷收入总计仅3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>“Investing.com 高级分析师杰西-科恩（Jesse Cohen）说：”特斯拉的数据给人留下了深刻的印象，因为其大部分收入来自汽车销售。</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商 Stellantis 预计今年将在不从特斯拉购买环境信用额度的情况下实现欧洲二氧化碳 (CO2) 排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将半挂卡车计划的启动时间推迟到 2022 年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型 4680 电池尚未准备好批量生产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>马斯克在一旁表示，他 “很可能不会在财报评级上 ”与投资者和分析师讨论财务业绩。这些评级一直是马斯克用来谈论特斯拉技术或回击竞争对手或批评者的丰富多彩的季度仪式。</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>Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</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\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量激增98%；公司提高低成本电动汽车的利润率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-27 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社） - 特斯拉公司周二公布的第二季度利润高于预期，得益于其价格较低的电动汽车销量大幅增加，同时提高了价格以提高利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自 2019 年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这是制造业务财务状况不断改善的迹象。特斯拉通过削减其认为未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值的汽车制造商的股价在盘后交易中上涨了 1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权上，特斯拉高管表示，批量生产增长将取决于零部件的可用性，马斯克警告说，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“马斯克说：”全球芯片短缺形势仍然相当严重。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，马斯克表示，特斯拉预计今年将在德克萨斯州和德国在建工厂开始生产 Model Y SUV。他表示，该公司预计电池供应商明年将产量增加一倍。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，特斯拉本季度的交付量仍创下历史新高，这要归功于包括 Model 3 轿车和 Model Ys 在内的廉价车型的销售。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克 (Elon Musk) 领导的汽车制造商表示，收入从去年同期的 60.4 亿美元跃升至 119.6 亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预计收入约为 113 亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>不包括项目，特斯拉公布的每股利润为 1.45 美元，轻松超过分析师预期的每股利润 98 美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，经营利润随着销量增长和成本降低而上涨，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失 2300 万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力往往依赖于向其他汽车制造商出售监管积分，但在第二季度，特斯拉自 2019 年底以来首次在没有这些积分的情况下实现盈利。其第二季度 GAAP 净利润为 11.4 亿美元。信贷收入总计仅3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>“Investing.com 高级分析师杰西-科恩（Jesse Cohen）说：”特斯拉的数据给人留下了深刻的印象，因为其大部分收入来自汽车销售。</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商 Stellantis 预计今年将在不从特斯拉购买环境信用额度的情况下实现欧洲二氧化碳 (CO2) 排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将半挂卡车计划的启动时间推迟到 2022 年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型 4680 电池尚未准备好批量生产；高管们表示，很难预测技术挑战何时会得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>马斯克在一旁表示，他 “很可能不会在财报评级上 ”与投资者和分析师讨论财务业绩。这些评级一直是马斯克用来谈论特斯拉技术或回击竞争对手或批评者的丰富多彩的季度仪式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880541486,"gmtCreate":1631067572745,"gmtModify":1632884831342,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880541486","repostId":"1180373758","repostType":4,"repost":{"id":"1180373758","kind":"news","pubTimestamp":1631066385,"share":"https://www.laohunote.com/m/news/1180373758?lang=zh_CN&edition=full","pubTime":"2021-09-08 09:59","market":"us","language":"en","title":"Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180373758","media":"Barrons","summary":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why i","content":"<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>今天是市场低迷的一天，但特斯拉股市延续了近期的涨势。找出原因并不容易。</blockquote></p><p> The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面，特斯拉（股票代码：TSLA）股价上涨 2.6%。什么给？</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师，也不是公司的官方声明。原因似乎是新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）似乎已经给员工写了一封电子邮件，支持凯西-伍德（Cathie Wood）对特斯拉股票的 3000 美元目标价。ARK Invest 的伍德认为，这一目标可以在 2025 年实现。邮件称，马斯克认为，如果特斯拉执行 “非常好 ”，普莱斯是有可能实现的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封邮件是否是马斯克发送的。特斯拉没有回应置评请求。对于周二的投资者来说，是还是不是，都没有意义。随着故事的流传，股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的稳健执行可能意味着如期开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯，一家在德国。该公司希望在可预见的未来将单位销量增长 50%。这种增长的一部分将是将产品线扩展到更多的汽车细分市场。特斯拉已经暗示一款售价 25,000 美元的汽车有一段时间了。这可能会在 2023 年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德相信，到 2025 年，特斯拉可以拥有一支自动驾驶机器人出租车车队。该业务是她看涨目标价的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p><p><blockquote>不过，实现全自动驾驶技术--达到无人驾驶出租车的水平--还不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如 Waymo 以及现代汽车 (005380.Korea) 和安波福 (APTV) 之间的 Motional 合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约 7%。但股价最近有所回升，过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升没有担心的那么严重是经济复苏的两个原因。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</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\">\nTesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二上涨的原因很奇怪</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-08 09:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>今天是市场低迷的一天，但特斯拉股市延续了近期的涨势。找出原因并不容易。</blockquote></p><p> The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面，特斯拉（股票代码：TSLA）股价上涨 2.6%。什么给？</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师，也不是公司的官方声明。原因似乎是新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）似乎已经给员工写了一封电子邮件，支持凯西-伍德（Cathie Wood）对特斯拉股票的 3000 美元目标价。ARK Invest 的伍德认为，这一目标可以在 2025 年实现。邮件称，马斯克认为，如果特斯拉执行 “非常好 ”，普莱斯是有可能实现的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封邮件是否是马斯克发送的。特斯拉没有回应置评请求。对于周二的投资者来说，是还是不是，都没有意义。随着故事的流传，股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的稳健执行可能意味着如期开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯，一家在德国。该公司希望在可预见的未来将单位销量增长 50%。这种增长的一部分将是将产品线扩展到更多的汽车细分市场。特斯拉已经暗示一款售价 25,000 美元的汽车有一段时间了。这可能会在 2023 年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德相信，到 2025 年，特斯拉可以拥有一支自动驾驶机器人出租车车队。该业务是她看涨目标价的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p><p><blockquote>不过，实现全自动驾驶技术--达到无人驾驶出租车的水平--还不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如 Waymo 以及现代汽车 (005380.Korea) 和安波福 (APTV) 之间的 Motional 合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约 7%。但股价最近有所回升，过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升没有担心的那么严重是经济复苏的两个原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180373758","content_text":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?\nThe biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.\nIt seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.\n\nWhether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.\nSolid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.\nTesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.\nAchieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.\nTesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}