Geee的个人主页 - 老虎社区

Geee

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2021-12-10

Wohoo

EV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</blockquote>

2021-12-27

Ok

抱歉，原内容已删除

2021-12-18

Ok

EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>

2021-12-01

Looking forward!

抱歉，原内容已删除

2021-12-17

Good

Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>

2021-11-30

Ok

5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</blockquote>

2021-12-17

Ok

Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote>

2021-12-21

Ok

Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote>

2021-12-10

It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!

抱歉，原内容已删除

2021-12-04

How

Semiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote>

去老虎APP查看更多动态

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23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.<img src=\"https://static.tigerbbs.com/52a8a5b51cea78b126f429bba375c881\" tg-width=\"360\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>电动汽车股票在早盘交易中上涨。Lucid、蔚来、Rivian、小鹏汽车、理想汽车、Fisker、Nikola、Canoo 和图森未来的股价上涨了 1% 至 3%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏集团","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139922858","content_text":"EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 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href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>still a good buy even it is at 1k n above.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>still a good buy even it is at 1k n above.","text":"$Tesla Motors(TSLA)$still a good buy even it is at 1k n 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11:07","market":"us","language":"en","title":"Tesla Stock Will Take Off in 2022 Thanks to a New Battery Deal<blockquote>得益于新的电池交易，特斯拉股价将于 2022 年上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108174302","media":"InvestorPlace","summary":"It’s been a tough month, but as the holidays rapidly approach,Tesla(NASDAQ:TSLA) is poised to delive","content":"<p><div> It’s been a tough month, but as the holidays rapidly approach,Tesla(NASDAQ:TSLA) is poised to deliver the gift of high returns to its investors. The leader of the electric vehicle (EV) race has ...</p><p><blockquote><div>这是艰难的一个月，但随着假期的迅速临近，特斯拉（纳斯达克股票代码：TSLA）准备为投资者带来高回报。电动汽车（EV）竞赛的领导者……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/tesla-stock-will-take-off-in-2022-thanks-to-a-new-battery-deal/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/tesla-stock-will-take-off-in-2022-thanks-to-a-new-battery-deal/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Will Take Off in 2022 Thanks to a New Battery Deal<blockquote>得益于新的电池交易，特斯拉股价将于 2022 年上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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 Will Take Off in 2022 Thanks to a New Battery Deal<blockquote>得益于新的电池交易，特斯拉股价将于 2022 年上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-24 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> It’s been a tough month, but as the holidays rapidly approach,Tesla(NASDAQ:TSLA) is poised to deliver the gift of high returns to its investors. The leader of the electric vehicle (EV) race has ...</p><p><blockquote><div>这是艰难的一个月，但随着假期的迅速临近，特斯拉（纳斯达克股票代码：TSLA）准备为投资者带来高回报。电动汽车（EV）竞赛的领导者……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/tesla-stock-will-take-off-in-2022-thanks-to-a-new-battery-deal/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/tesla-stock-will-take-off-in-2022-thanks-to-a-new-battery-deal/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/tesla-stock-will-take-off-in-2022-thanks-to-a-new-battery-deal/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYAAF":"Syrah Resources Ltd.","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/12/tesla-stock-will-take-off-in-2022-thanks-to-a-new-battery-deal/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108174302","content_text":"It’s been a tough month, but as the holidays rapidly approach,Tesla(NASDAQ:TSLA) is poised to deliver the gift of high returns to its investors. The leader of the electric vehicle (EV) race has finally regained the momentum that it lost early in December. Indeed, Tesla stock has been rising all week with only minimal downticks. Despite the growing number of analyst reports that predict a year of slower growth for the EV sector, recent developments have helped push Tesla stock back onto the road. Most recently, the company announced a new deal that promises to help streamline battery production.\nThe Latest Driver of TSLA Stock\nIt’s well known that battery production has posed many complications for the fast-growing EV sector. Today brought a significant step for Tesla as the company announced a deal with Australian graphite miner Syrah Resources(OTCMKTS:SYAAF). Syrah Resources will supply Tesla with its battery-ready graphite processed at its U.S. facility in Louisiana. Tesla stock isn’t the only one that has reacted well to this news.\nBoth stocks are rising today, with Tesla stock shooting straight up by 5.76% and the small cap Syrah rising by an astounding 83.14% today. While Tesla’s gains are nowhere near as high as that of its new partner, investors should see this news for the bigger picture. A giant of industry has taken a step that will put it significantly ahead of its competitors. Indeed, this should help Tesla in its quest to conquer one of the challenges it has faced throughout recent years.\nIt’s clear that investors see this deal as being quite beneficial to both companies, and they are not wrong. For a little-known mining company, the chance to partner with the EV leader likely means a ride to the top. This is especially true as Tesla streamlines its battery production process.\nEqually important is the fact that Tesla’s decision comes not a moment too soon. Two days ago,Electrek reported that not only was a global graphite deficit looming, it was predicted to start as early as 2022. The material is critical in the production of EV batteries. However, 84% of its global supply is currently from China.\nTesla’s new partnership will enable it to remain well supplied throughout a difficult time.\nThe EV sector may be in for slower growth in 2022, but that doesn’t mean companies won’t take steps to advance and prioritize innovative measures. Tesla is doing exactly that. Furthermore, this partnership will help secure its position of power for years to come as the graphite deficit takes shape.\nMoves like this should inspire investor confidence as Wall Street prepares for a less profitable year from EV stocks across the board. Tesla stock has seen its share of turbulence. However, the company is doing everything it can to prevent such patterns from repeating in 2022.","news_type":1,"symbols_score_info":{"SYAAF":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691026988,"gmtCreate":1640100132154,"gmtModify":1640100160773,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691026988","repostId":"1194627020","repostType":4,"repost":{"id":"1194627020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640077282,"share":"https://www.laohunote.com/m/news/1194627020?lang=zh_CN&edition=full","pubTime":"2021-12-21 17:01","market":"us","language":"en","title":"Nike shares rose more than 3% in premarket trading<blockquote>耐克股价在盘前交易中上涨超过 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194627020","media":"Tiger Newspress","summary":"Nike shares rose more than 3% in premarket trading.\nThe company reported fiscal second-quarter earni","content":"<p>Nike&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e6ffc773c42f2aacf793dd422e5bf4f7\" tg-width=\"714\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p><p><blockquote>耐克股价在盘前交易中上涨超过 3%。</blockquote></p><p> The company reported fiscal second-quarter earnings of $1.34 billion, or 83 cents a share, up from 78 cents a share a year ago. That beats the 63 cents EPS analysts were expecting.</p><p><blockquote>该公司公布第二财季收益为 13.4 亿美元，即每股 83 美分，高于去年同期的每股 78 美分。这超出了分析师预期的每股收益 63 美分。</blockquote></p><p> Revenue rose to $11.36 billion from $11.24 billion in the year-ago quarter compared with the $11.25 billion expected. Revenue in North America,Nike‘s (ticker: NKE) biggest market, climbed 12%, representing the highest growth of all geographies.</p><p><blockquote>收入从去年同期的 112.4 亿美元增至 113.6 亿美元，而预期为 112.5 亿美元。耐克（股票代码：NKE）最大的市场北美的收入增长了 12%，是所有地区中增幅最高的。</blockquote></p><p> Greater consumer demand, especially for online merchandise, helped boost results, the company said in an earnings call Monday evening. Nike digital grew 11% in the quarter and now accounts for 25% of its total revenue globally.</p><p><blockquote>该公司在周一晚间的财报看涨期权上表示，消费者需求的增加，尤其是对在线商品的需求，有助于提振业绩。耐克数字本季度增长了 11%，目前占其全球总收入的 25%。</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>Nike shares rose more than 3% in premarket trading<blockquote>耐克股价在盘前交易中上涨超过 3%</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\">\nNike shares rose more than 3% in premarket trading<blockquote>耐克股价在盘前交易中上涨超过 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-21 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nike&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e6ffc773c42f2aacf793dd422e5bf4f7\" tg-width=\"714\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p><p><blockquote>耐克股价在盘前交易中上涨超过 3%。</blockquote></p><p> The company reported fiscal second-quarter earnings of $1.34 billion, or 83 cents a share, up from 78 cents a share a year ago. That beats the 63 cents EPS analysts were expecting.</p><p><blockquote>该公司公布第二财季收益为 13.4 亿美元，即每股 83 美分，高于去年同期的每股 78 美分。这超出了分析师预期的每股收益 63 美分。</blockquote></p><p> Revenue rose to $11.36 billion from $11.24 billion in the year-ago quarter compared with the $11.25 billion expected. Revenue in North America,Nike‘s (ticker: NKE) biggest market, climbed 12%, representing the highest growth of all geographies.</p><p><blockquote>收入从去年同期的 112.4 亿美元增至 113.6 亿美元，而预期为 112.5 亿美元。耐克（股票代码：NKE）最大的市场北美的收入增长了 12%，是所有地区中增幅最高的。</blockquote></p><p> Greater consumer demand, especially for online merchandise, helped boost results, the company said in an earnings call Monday evening. Nike digital grew 11% in the quarter and now accounts for 25% of its total revenue globally.</p><p><blockquote>该公司在周一晚间的财报看涨期权上表示，消费者需求的增加，尤其是对在线商品的需求，有助于提振业绩。耐克数字本季度增长了 11%，目前占其全球总收入的 25%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194627020","content_text":"Nike shares rose more than 3% in premarket trading.\nThe company reported fiscal second-quarter earnings of $1.34 billion, or 83 cents a share, up from 78 cents a share a year ago. That beats the 63 cents EPS analysts were expecting.\nRevenue rose to $11.36 billion from $11.24 billion in the year-ago quarter compared with the $11.25 billion expected. Revenue in North America,Nike‘s (ticker: NKE) biggest market, climbed 12%, representing the highest growth of all geographies.\nGreater consumer demand, especially for online merchandise, helped boost results, the company said in an earnings call Monday evening. Nike digital grew 11% in the quarter and now accounts for 25% of its total revenue globally.","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691028272,"gmtCreate":1640100109698,"gmtModify":1640100158580,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691028272","repostId":"1148529089","repostType":4,"repost":{"id":"1148529089","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640098401,"share":"https://www.laohunote.com/m/news/1148529089?lang=zh_CN&edition=full","pubTime":"2021-12-21 22:53","market":"us","language":"en","title":"Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148529089","media":"Tiger Newspress","summary":"Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.\nPfizer","content":"<p>Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more&nbsp;than 10%.</p><p><blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote></p><p> Pfizer&nbsp;fell&nbsp;more&nbsp;than&nbsp;5%,&nbsp;Novavax&nbsp;fell&nbsp;nearly&nbsp;10%.<img src=\"https://static.tigerbbs.com/8965c7ba2ab9d4149e37dd1a91113e13\" tg-width=\"717\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>辉瑞跌幅超过5%，Novavax跌近10%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-21 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more&nbsp;than 10%.</p><p><blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote></p><p> Pfizer&nbsp;fell&nbsp;more&nbsp;than&nbsp;5%,&nbsp;Novavax&nbsp;fell&nbsp;nearly&nbsp;10%.<img src=\"https://static.tigerbbs.com/8965c7ba2ab9d4149e37dd1a91113e13\" tg-width=\"717\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>辉瑞跌幅超过5%，Novavax跌近10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞","VIR":"Vir Biotechnology, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148529089","content_text":"Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.\nPfizer fell more than 5%, Novavax fell nearly 10%.","news_type":1,"symbols_score_info":{"NVAX":0.9,"VIR":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699740369,"gmtCreate":1639909953669,"gmtModify":1639909953758,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Product is good&nbsp;","listText":"Product is good&nbsp;","text":"Product is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699740369","repostId":"1192170592","repostType":4,"repost":{"id":"1192170592","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639732422,"share":"https://www.laohunote.com/m/news/1192170592?lang=zh_CN&edition=full","pubTime":"2021-12-17 17:13","market":"us","language":"en","title":"Tesla continued to fall nearly 2% in premarket trading as Musk sold another 934,091 shares for $884.1 million on Thursday<blockquote>特斯拉在盘前交易中继续下跌近 2%，马斯克周四以 8.841 亿美元的价格出售了另外 934,091 股股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192170592","media":"Tiger Newspress","summary":"Tesla continued to fall nearly 2% in premarket trading as Musk sold another 934,091 shares for $884.","content":"<p>Tesla continued to fall nearly&nbsp;2% in premarket trading as Musk&nbsp;sold another 934,091 shares for $884.1 million on Thursday.<img src=\"https://static.tigerbbs.com/c05e2e66111873d1acee866048a82c83\" tg-width=\"772\" tg-height=\"564\" width=\"100%\" height=\"auto\">Musk&nbsp;sold another 934,091 shares for $884.1 million on Thursday to pay for taxes on the exercise of stock options&nbsp;at a price of $6.24 to buy 2.2 million shares in Tesla, according to U.S. securities filings.</p><p><blockquote>特斯拉在盘前交易中继续下跌近 2%，马斯克周四又以 8.841 亿美元的价格出售了 934,091 股股票。根据美国证券文件，马斯克周四以 8.841 亿美元的价格出售了另外 934,091 股股票，以支付以 6.24 美元的价格行使股票期权的税款，以购买 220 万股特斯拉股票。</blockquote></p><p> Musk has sold about 12900512 Tesla shares since November 8, accounting for 75.66% of his previously committed shares.</p><p><blockquote>自11月8日以来，马斯克已出售约12900512股特斯拉股票，占其此前承诺股票的75.66%。</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 continued to fall nearly 2% in premarket trading as Musk sold another 934,091 shares for $884.1 million on Thursday<blockquote>特斯拉在盘前交易中继续下跌近 2%，马斯克周四以 8.841 亿美元的价格出售了另外 934,091 股股票</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\">\nTesla continued to fall nearly 2% in premarket trading as Musk sold another 934,091 shares for $884.1 million on Thursday<blockquote>特斯拉在盘前交易中继续下跌近 2%，马斯克周四以 8.841 亿美元的价格出售了另外 934,091 股股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla continued to fall nearly&nbsp;2% in premarket trading as Musk&nbsp;sold another 934,091 shares for $884.1 million on Thursday.<img src=\"https://static.tigerbbs.com/c05e2e66111873d1acee866048a82c83\" tg-width=\"772\" tg-height=\"564\" width=\"100%\" height=\"auto\">Musk&nbsp;sold another 934,091 shares for $884.1 million on Thursday to pay for taxes on the exercise of stock options&nbsp;at a price of $6.24 to buy 2.2 million shares in Tesla, according to U.S. securities filings.</p><p><blockquote>特斯拉在盘前交易中继续下跌近 2%，马斯克周四又以 8.841 亿美元的价格出售了 934,091 股股票。根据美国证券文件，马斯克周四以 8.841 亿美元的价格出售了另外 934,091 股股票，以支付以 6.24 美元的价格行使股票期权的税款，以购买 220 万股特斯拉股票。</blockquote></p><p> Musk has sold about 12900512 Tesla shares since November 8, accounting for 75.66% of his previously committed shares.</p><p><blockquote>自11月8日以来，马斯克已出售约12900512股特斯拉股票，占其此前承诺股票的75.66%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192170592","content_text":"Tesla continued to fall nearly 2% in premarket trading as Musk sold another 934,091 shares for $884.1 million on Thursday.Musk sold another 934,091 shares for $884.1 million on Thursday to pay for taxes on the exercise of stock options at a price of $6.24 to buy 2.2 million shares in Tesla, according to U.S. securities filings.\nMusk has sold about 12900512 Tesla shares since November 8, accounting for 75.66% of his previously committed shares.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699740093,"gmtCreate":1639909902580,"gmtModify":1639909902709,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Oh wow","listText":"Oh wow","text":"Oh wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699740093","repostId":"2192462941","repostType":4,"isVote":1,"tweetType":1,"viewCount":3001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699231814,"gmtCreate":1639804923244,"gmtModify":1639804923332,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699231814","repostId":"1113440959","repostType":4,"repost":{"id":"1113440959","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639752802,"share":"https://www.laohunote.com/m/news/1113440959?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:53","market":"us","language":"en","title":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113440959","media":"Tiger Newspress","summary":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown","content":"<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</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>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</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\">\nEV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113440959","content_text":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown Motors sliding 6% and General Motors sliding 5%.","news_type":1,"symbols_score_info":{"RIDE":0.9,"GM":0.9,"LCID":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699018485,"gmtCreate":1639721180837,"gmtModify":1639721180907,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699018485","repostId":"1115262079","repostType":4,"repost":{"id":"1115262079","kind":"news","pubTimestamp":1639712748,"share":"https://www.laohunote.com/m/news/1115262079?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:45","market":"us","language":"en","title":"Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115262079","media":"Motley Fool","summary":"The growing use of electric vehicles will benefit several players.","content":"<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</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>Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</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\">\nMissed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/\">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":{"BYDDY":"比亚迪ADR","01211":"比亚迪股份","QS":"Quantumscape Corp.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115262079","content_text":"In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.\nLet's look at three electric vehicle (EV) stocks that have the potential to generate outsize returns in five years, or more.\nLucid Group\nThere is a plethora of electric vehicle stocks to choose from right now. Of these,Lucid Group(NASDAQ:LCID) looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.\nThe company not only boasts leading-edge EV technology, but also has solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies. The stock will be included in the Nasdaq-100 index on Dec. 20.\nOn the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a recent Securities and Exchange Commission (SEC) investigation relating to its merger with Churchill Capital Corp. IV.\nIMAGE SOURCE: LUCID GROUP.\nBYD\nFounded in 1995,BYD(OTC:BYDDY)(OTC:BYDD.F) entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) holds a nearly 8% stake in BYD.\nIMAGE SOURCE: GETTY IMAGES.\nBYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.\nThe company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.\nBYD stock trades at an attractive valuation compared to several top EV stocks right now. All of the above makes this Warren Buffett stock attractive.\nQuantumScape\nBatteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.QuantumScape(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.\nCurrently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.\nIMAGE SOURCE: GETTY IMAGES.\nQuantumScape has the backing of leading automaker Volkswagen(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.\nQuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should bear the risks in mind before deciding to invest in QuantumScape stock.","news_type":1,"symbols_score_info":{"QS":0.9,"01211":0.9,"BYDDY":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699018145,"gmtCreate":1639721134779,"gmtModify":1639721134855,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699018145","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohunote.com/m/news/1169026598?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于 2022 年中期通过 IPO 分拆 Mobileye，为其雄心勃勃的增长计划筹集资金。在本说明中，我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为 9 倍，被严重低估，因此 Mobileye 的估值受到抑制。此次IPO可能会成为英特尔的一个重要价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye可以很容易地获得50-100B美元的估值。因此，英特尔只需出售少量股份就可以筹集一大笔钱。</li><li>即使在 IPO 之后，英特尔仍将继续以多数股权控制 Mobileye，英特尔首席执行官帕特·基辛格 (Pat Gelsinger) 将作为董事会主席塑造 Mobileye 的未来。因此，英特尔通过这笔交易获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去 18-24 个月中出现了惊人的反弹，但英特尔（纳斯达克股票代码：INTC）的估值（约 12 倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有缓解的迹象，英特尔出售了所有能生产的产品。2021年，英特尔将产生创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将推出的衍生产品 Mobileye，该产品可能会成为这家芯片巨头价值解锁的催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读 Mobileye IPO 背后的逻辑开始分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆 Mobileye 背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格概述了一项积极的混合采购和代工计划，旨在让这家半导体巨头重返昔日的辉煌（在前任管理层进行了一些糟糕的执行之后）。从纸面上看，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与 AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境，并在节点层面重新获得技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远影响。随着电动汽车革命，对汽车芯片的需求将会爆炸式增长。因此，芯片短缺可能会持续很多年。只有少数几家公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺问题的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格 (Pat Gelsinger) 为英特尔提出了一项积极的增长计划，预计该公司从 2023 年到 2027 年的复合年增长率将达到约 10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个繁重的资本支出周期，计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值（按市盈率计算），通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一，管理层当然没有兴趣疏远更多的投资者基础。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过发债，而英特尔的资产负债表和自由现金流产生足够强劲，可以承担更多债务。然而，由于与 AMD 等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流在短期内也可能受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约 40B 美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务，Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业（市场上最热门的领域之一），在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此，Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017 年，英特尔以约 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来，Mobileye实现了显著的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同，Mobileye 已经是一家高利润的公司。因此，英特尔可以通过出售Mobileye的少数股权获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>过去 12 个月，Mobileye 的收入为 13.6 亿美元，营业利润为 4.71 亿美元（营业利润率约为 35%）。此外，Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑，推出了量产版 robotaxi（网络将于 2022 年上线），并与 30 家传统汽车制造商合作赢得了 41 个新的 ADAS 和全自动驾驶项目。简而言之，Mobileye 从技术和财务角度都取得了巨大的进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于 Mobileye 一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将继续存在，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线，Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye 惊人的增长故事被埋没在英特尔的保护伞下。通过将 Mobileye 作为一个独立实体推向公开市场，英特尔可能会获得现金增长（以丰富的交易倍数），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管 Pat 因其 AV 技术（以及未来的机器人出租车业务）而将 Mobileye 与特斯拉（纳斯达克股票代码：TSLA）进行了比较，但我认为它与 Nvidia 更具可比性。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来创建 Mobileye 估值的猜测。由于其规模相对较小，我预计 Mobileye 的市盈率会高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye 的 IPO 估值可能在约 $50B 到 $70B 之间。然而，让我们也利用 Mobileye 的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计 Mobileye 的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为厘定Mobileye的公允价值，我们将采用我们专有的估值模型。以下是它需要的内容：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流被我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，该模型考虑了流通股变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们在十年结束时对未来增长前景进行估值正常化。然后，我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势，我们就会投资。如果没有，我们等待更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的加速转变，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展，Mobileye 的利润率可能会更高。因此，当业务成熟且增长放缓时，Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上（这种情况在未来一二十年内不会发生）。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye 每股价值约 15 美元，市值约为 60B 美元。本次估值工作中使用的假设是保守的，这意味着 Mobileye 的价值可能超过 $60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果 Mobileye 的 10 年 CAGR 收入增长率在 30%-50% 范围内（而不是我们估计的 25%），则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算，特斯拉隐含 10 年复合年增长率收入增长率约为 50%。由于 Mobileye 的基础要小得多，并且考虑到它可能成为 AV 技术的行业标准（通过利用与福特、宝马等传统汽车制造商的现有关系），我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在 Mobileye 分拆之后，英特尔在 2022 年仍将产生约 73B 美元的收入，对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产（实际上并非如此，因为英特尔仍将通过多数股权控制 Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去 Mobileye）每股仍价值约 70 美元（市值约 280B 美元）（此估值练习可在我之前关于英特尔的文章中找到）。因此，Mobileye 分拆很可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在2000亿美元左右，通过发行股票筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流生成仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这笔钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye 的估值可能达到 500 亿美元至 1000 亿美元，我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 150 亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一头被严重低估的摇钱树，支付健康、不断增长的股息。随着 Mobileye IPO 将释放英特尔的一些隐藏价值，我预计英特尔将在未来 12-24 个月内大幅增值。因此，我继续给予英特尔 50 美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我以 50 美元的价格强力买入英特尔。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝您投资愉快。请在下面的评论区分享您的想法、担忧和/或问题。</blockquote></p><p></p>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-17 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于 2022 年中期通过 IPO 分拆 Mobileye，为其雄心勃勃的增长计划筹集资金。在本说明中，我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为 9 倍，被严重低估，因此 Mobileye 的估值受到抑制。此次IPO可能会成为英特尔的一个重要价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye可以很容易地获得50-100B美元的估值。因此，英特尔只需出售少量股份就可以筹集一大笔钱。</li><li>即使在 IPO 之后，英特尔仍将继续以多数股权控制 Mobileye，英特尔首席执行官帕特·基辛格 (Pat Gelsinger) 将作为董事会主席塑造 Mobileye 的未来。因此，英特尔通过这笔交易获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去 18-24 个月中出现了惊人的反弹，但英特尔（纳斯达克股票代码：INTC）的估值（约 12 倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有缓解的迹象，英特尔出售了所有能生产的产品。2021年，英特尔将产生创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将推出的衍生产品 Mobileye，该产品可能会成为这家芯片巨头价值解锁的催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读 Mobileye IPO 背后的逻辑开始分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆 Mobileye 背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格概述了一项积极的混合采购和代工计划，旨在让这家半导体巨头重返昔日的辉煌（在前任管理层进行了一些糟糕的执行之后）。从纸面上看，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与 AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境，并在节点层面重新获得技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远影响。随着电动汽车革命，对汽车芯片的需求将会爆炸式增长。因此，芯片短缺可能会持续很多年。只有少数几家公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺问题的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格 (Pat Gelsinger) 为英特尔提出了一项积极的增长计划，预计该公司从 2023 年到 2027 年的复合年增长率将达到约 10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个繁重的资本支出周期，计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值（按市盈率计算），通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一，管理层当然没有兴趣疏远更多的投资者基础。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过发债，而英特尔的资产负债表和自由现金流产生足够强劲，可以承担更多债务。然而，由于与 AMD 等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流在短期内也可能受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约 40B 美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务，Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业（市场上最热门的领域之一），在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此，Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017 年，英特尔以约 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来，Mobileye实现了显著的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同，Mobileye 已经是一家高利润的公司。因此，英特尔可以通过出售Mobileye的少数股权获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>过去 12 个月，Mobileye 的收入为 13.6 亿美元，营业利润为 4.71 亿美元（营业利润率约为 35%）。此外，Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑，推出了量产版 robotaxi（网络将于 2022 年上线），并与 30 家传统汽车制造商合作赢得了 41 个新的 ADAS 和全自动驾驶项目。简而言之，Mobileye 从技术和财务角度都取得了巨大的进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于 Mobileye 一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将继续存在，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线，Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye 惊人的增长故事被埋没在英特尔的保护伞下。通过将 Mobileye 作为一个独立实体推向公开市场，英特尔可能会获得现金增长（以丰富的交易倍数），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管 Pat 因其 AV 技术（以及未来的机器人出租车业务）而将 Mobileye 与特斯拉（纳斯达克股票代码：TSLA）进行了比较，但我认为它与 Nvidia 更具可比性。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来创建 Mobileye 估值的猜测。由于其规模相对较小，我预计 Mobileye 的市盈率会高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye 的 IPO 估值可能在约 $50B 到 $70B 之间。然而，让我们也利用 Mobileye 的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计 Mobileye 的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为厘定Mobileye的公允价值，我们将采用我们专有的估值模型。以下是它需要的内容：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流被我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，该模型考虑了流通股变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们在十年结束时对未来增长前景进行估值正常化。然后，我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势，我们就会投资。如果没有，我们等待更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的加速转变，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展，Mobileye 的利润率可能会更高。因此，当业务成熟且增长放缓时，Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上（这种情况在未来一二十年内不会发生）。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye 每股价值约 15 美元，市值约为 60B 美元。本次估值工作中使用的假设是保守的，这意味着 Mobileye 的价值可能超过 $60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果 Mobileye 的 10 年 CAGR 收入增长率在 30%-50% 范围内（而不是我们估计的 25%），则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算，特斯拉隐含 10 年复合年增长率收入增长率约为 50%。由于 Mobileye 的基础要小得多，并且考虑到它可能成为 AV 技术的行业标准（通过利用与福特、宝马等传统汽车制造商的现有关系），我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在 Mobileye 分拆之后，英特尔在 2022 年仍将产生约 73B 美元的收入，对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产（实际上并非如此，因为英特尔仍将通过多数股权控制 Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去 Mobileye）每股仍价值约 70 美元（市值约 280B 美元）（此估值练习可在我之前关于英特尔的文章中找到）。因此，Mobileye 分拆很可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在2000亿美元左右，通过发行股票筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流生成仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这笔钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye 的估值可能达到 500 亿美元至 1000 亿美元，我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 150 亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一头被严重低估的摇钱树，支付健康、不断增长的股息。随着 Mobileye IPO 将释放英特尔的一些隐藏价值，我预计英特尔将在未来 12-24 个月内大幅增值。因此，我继续给予英特尔 50 美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我以 50 美元的价格强力买入英特尔。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝您投资愉快。请在下面的评论区分享您的想法、担忧和/或问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607043303,"gmtCreate":1639463767742,"gmtModify":1639464101010,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"The product is still the future - all the best!&nbsp;","listText":"The product is still the future - all the best!&nbsp;","text":"The product is still the future - all the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607043303","repostId":"1144236332","repostType":4,"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605879304,"gmtCreate":1639148414112,"gmtModify":1639148414176,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Wohoo","listText":"Wohoo","text":"Wohoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605879304","repostId":"1151890002","repostType":4,"repost":{"id":"1151890002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639147684,"share":"https://www.laohunote.com/m/news/1151890002?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:48","market":"us","language":"en","title":"EV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151890002","media":"Tiger Newspress","summary":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1","content":"<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto&nbsp;and&nbsp;Sono Group&nbsp;climbed between 1% and 4%.Tesla&nbsp;and&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;2%.</p><p><blockquote>电动汽车股早盘涨跌互现.Lucid、法拉第期货、蔚来汽车、理想汽车和索诺集团上涨1%至4%.特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto&nbsp;and&nbsp;Sono Group&nbsp;climbed between 1% and 4%.Tesla&nbsp;and&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;2%.</p><p><blockquote>电动汽车股早盘涨跌互现.Lucid、法拉第期货、蔚来汽车、理想汽车和索诺集团上涨1%至4%.特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","SEV":"Aptera Motors","XPEV":"小鹏集团","LI":"理想汽车","FSR":"菲斯克","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151890002","content_text":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1% and 4%.Tesla and NIO fell about 2%.","news_type":1,"symbols_score_info":{"FSR":0.9,"LI":0.9,"SEV":0.9,"LCID":0.9,"GOEV":0.9,"NIO":0.9,"RIVN":0.9,"RIDE":0.9,"XPEV":0.9,"NKLA":0.9,"TSLA":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605158891,"gmtCreate":1639133752009,"gmtModify":1639135361566,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!&nbsp;","listText":"It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!&nbsp;","text":"It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605158891","repostId":"1116553400","repostType":4,"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606015074,"gmtCreate":1638801205554,"gmtModify":1638801205618,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Oh noh","listText":"Oh noh","text":"Oh noh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606015074","repostId":"1162046477","repostType":4,"repost":{"id":"1162046477","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638784711,"share":"https://www.laohunote.com/m/news/1162046477?lang=zh_CN&edition=full","pubTime":"2021-12-06 17:58","market":"us","language":"en","title":"Nvidia stock dropped nearly 5% in premarket trading<blockquote>英伟达股价在盘前交易中下跌近 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162046477","media":"Tiger Newspress","summary":"Nvidia stock dropped nearly 5% in premarket trading.Nvidia’s plan to dominate chip design stymied by","content":"<p>Nvidia stock dropped nearly 5% in premarket trading.Nvidia’s plan to dominate chip design stymied by antitrust angst;CEO Jensen Huang sold 440000 shares last week,with a total value of about $140 million.</p><p><blockquote>英伟达股价在盘前交易中下跌近 5%。英伟达主导芯片设计的计划因反垄断焦虑而受阻；首席执行官黄仁勋上周出售了44万股股票，总价值约为1.4亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/494eb32cb993b45b8f2677a4c48a9f94\" tg-width=\"852\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> When&nbsp;Nvidia Corp.&nbsp;announced plans to buy&nbsp;Arm Ltd.&nbsp;in September 2020, the deal was more than just the chip industry’s largest-ever acquisition -- the company said it would supercharge the technology found in everything from cars to smartphones.</p><p><blockquote>2020 年 9 月，英伟达公司宣布计划收购 Arm Ltd. 时，这笔交易不仅仅是芯片行业有史以来最大的一笔收购--该公司表示，它将为从汽车到智能手机等各种产品的技术增压。</blockquote></p><p> Now, more than a year later, that audacious plan is in peril. The&nbsp;U.S. Federal Trade Commission&nbsp;sued to block the $40 billion purchase on Thursday, calling it a threat to semiconductor innovation. Arm customers have lined up against the transaction. And investors and analysts have written off the idea of it ever happening.</p><p><blockquote>现在，一年多过去了，这个大胆的计划岌岌可危。美国美国联邦贸易委员会周四提起诉讼，阻止这笔 400 亿美元的收购，称其对半导体创新构成威胁。Arm客户已经排队反对这笔交易。投资者和分析师已经排除了这种情况发生的想法。</blockquote></p><p> EU antitrust regulators have temporarily halted their investigation into Nvidia's&nbsp;bid for British chip designer ARM,as they await more information, according to a European Commission filing.</p><p><blockquote>根据欧盟委员会的一份文件，欧盟反垄断监管机构已暂时停止对英伟达收购英国芯片设计公司 ARM 的调查，等待更多信息。</blockquote></p><p> British antitrust agency CMA has also said it would open a full-scale investigation into the deal.</p><p><blockquote>英国反垄断机构CMA也表示将对该交易展开全面调查。</blockquote></p><p> Nvidia has vowed to fight on, but with regulatory scrutiny escalating around the world, the prospects are dim.</p><p><blockquote>英伟达发誓要继续战斗，但随着全球监管审查的升级，前景黯淡。</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>Nvidia stock dropped nearly 5% in premarket trading<blockquote>英伟达股价在盘前交易中下跌近 5%</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\">\nNvidia stock dropped nearly 5% in premarket trading<blockquote>英伟达股价在盘前交易中下跌近 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 17:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia stock dropped nearly 5% in premarket trading.Nvidia’s plan to dominate chip design stymied by antitrust angst;CEO Jensen Huang sold 440000 shares last week,with a total value of about $140 million.</p><p><blockquote>英伟达股价在盘前交易中下跌近 5%。英伟达主导芯片设计的计划因反垄断焦虑而受阻；首席执行官黄仁勋上周出售了44万股股票，总价值约为1.4亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/494eb32cb993b45b8f2677a4c48a9f94\" tg-width=\"852\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> When&nbsp;Nvidia Corp.&nbsp;announced plans to buy&nbsp;Arm Ltd.&nbsp;in September 2020, the deal was more than just the chip industry’s largest-ever acquisition -- the company said it would supercharge the technology found in everything from cars to smartphones.</p><p><blockquote>2020 年 9 月，英伟达公司宣布计划收购 Arm Ltd. 时，这笔交易不仅仅是芯片行业有史以来最大的一笔收购--该公司表示，它将为从汽车到智能手机等各种产品的技术增压。</blockquote></p><p> Now, more than a year later, that audacious plan is in peril. The&nbsp;U.S. Federal Trade Commission&nbsp;sued to block the $40 billion purchase on Thursday, calling it a threat to semiconductor innovation. Arm customers have lined up against the transaction. And investors and analysts have written off the idea of it ever happening.</p><p><blockquote>现在，一年多过去了，这个大胆的计划岌岌可危。美国美国联邦贸易委员会周四提起诉讼，阻止这笔 400 亿美元的收购，称其对半导体创新构成威胁。Arm客户已经排队反对这笔交易。投资者和分析师已经排除了这种情况发生的想法。</blockquote></p><p> EU antitrust regulators have temporarily halted their investigation into Nvidia's&nbsp;bid for British chip designer ARM,as they await more information, according to a European Commission filing.</p><p><blockquote>根据欧盟委员会的一份文件，欧盟反垄断监管机构已暂时停止对英伟达收购英国芯片设计公司 ARM 的调查，等待更多信息。</blockquote></p><p> British antitrust agency CMA has also said it would open a full-scale investigation into the deal.</p><p><blockquote>英国反垄断机构CMA也表示将对该交易展开全面调查。</blockquote></p><p> Nvidia has vowed to fight on, but with regulatory scrutiny escalating around the world, the prospects are dim.</p><p><blockquote>英伟达发誓要继续战斗，但随着全球监管审查的升级，前景黯淡。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162046477","content_text":"Nvidia stock dropped nearly 5% in premarket trading.Nvidia’s plan to dominate chip design stymied by antitrust angst;CEO Jensen Huang sold 440000 shares last week,with a total value of about $140 million.\n\nWhen Nvidia Corp. announced plans to buy Arm Ltd. in September 2020, the deal was more than just the chip industry’s largest-ever acquisition -- the company said it would supercharge the technology found in everything from cars to smartphones.\nNow, more than a year later, that audacious plan is in peril. The U.S. Federal Trade Commission sued to block the $40 billion purchase on Thursday, calling it a threat to semiconductor innovation. Arm customers have lined up against the transaction. And investors and analysts have written off the idea of it ever happening.\nEU antitrust regulators have temporarily halted their investigation into Nvidia's bid for British chip designer ARM,as they await more information, according to a European Commission filing.\nBritish antitrust agency CMA has also said it would open a full-scale investigation into the deal.\nNvidia has vowed to fight on, but with regulatory scrutiny escalating around the world, the prospects are dim.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606016759,"gmtCreate":1638801163073,"gmtModify":1638801163073,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Not a good sign but see how.&nbsp;","listText":"Not a good sign but see how.&nbsp;","text":"Not a good sign but see how.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606016759","repostId":"1140660955","repostType":4,"repost":{"id":"1140660955","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638797751,"share":"https://www.laohunote.com/m/news/1140660955?lang=zh_CN&edition=full","pubTime":"2021-12-06 21:35","market":"us","language":"en","title":"Tesla stock dropped nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中下跌近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140660955","media":"Tiger Newspress","summary":"Tesla stock dropped nearly 3% in premarket trading after the SEC launched an investigation into the ","content":"<p>Tesla stock dropped nearly 3% in premarket trading&nbsp;after&nbsp;the SEC launched an investigation into the informant's claim that Tesla solar panels were defective.</p><p><blockquote>在美国证券交易委员会对举报人声称特斯拉太阳能电池板存在缺陷的说法展开调查后，特斯拉股价在盘前交易中下跌近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/458d78f8e52d7f9351cb21e86a18d9d6\" tg-width=\"852\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock dropped nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中下跌近3%</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 dropped nearly 3% in premarket trading<blockquote>特斯拉股价在盘前交易中下跌近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 21:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla stock dropped nearly 3% in premarket trading&nbsp;after&nbsp;the SEC launched an investigation into the informant's claim that Tesla solar panels were defective.</p><p><blockquote>在美国证券交易委员会对举报人声称特斯拉太阳能电池板存在缺陷的说法展开调查后，特斯拉股价在盘前交易中下跌近 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/458d78f8e52d7f9351cb21e86a18d9d6\" tg-width=\"852\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140660955","content_text":"Tesla stock dropped nearly 3% in premarket trading after the SEC launched an investigation into the informant's claim that Tesla solar panels were defective.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608329832,"gmtCreate":1638630774030,"gmtModify":1638630774081,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"How","listText":"How","text":"How","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608329832","repostId":"1164103185","repostType":4,"repost":{"id":"1164103185","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638543422,"share":"https://www.laohunote.com/m/news/1164103185?lang=zh_CN&edition=full","pubTime":"2021-12-03 22:57","market":"us","language":"en","title":"Semiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164103185","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Te","content":"<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML 和 AMD 下跌约 2%，而 Marvell Technology 飙升 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML 和 AMD 下跌约 2%，而 Marvell Technology 飙升 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164103185","content_text":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Technology soared 17%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601885933,"gmtCreate":1638508825874,"gmtModify":1638508825874,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Oh dear. Not sure how will this look like…","listText":"Oh dear. Not sure how will this look like…","text":"Oh dear. Not sure how will this look like…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601885933","repostId":"1187151018","repostType":4,"repost":{"id":"1187151018","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638499784,"share":"https://www.laohunote.com/m/news/1187151018?lang=zh_CN&edition=full","pubTime":"2021-12-03 10:49","market":"us","language":"en","title":"Elon Musk continued to sell his Tesla stocks.<blockquote>埃隆·马斯克继续出售他的特斯拉股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187151018","media":"Tiger Newspress","summary":"Elon Musk continued to sell his Tesla stocks.\nMusk sold 934,091 Tesla shares on December 2 with a to","content":"<p>Elon Musk continued to sell his Tesla&nbsp;stocks.</p><p><blockquote>埃隆·马斯克继续出售他的特斯拉股票。</blockquote></p><p> Musk sold 934,091&nbsp;Tesla&nbsp;shares on December 2 with a total value of US$1.01 billion.</p><p><blockquote>马斯克于12月2日出售了934,091股特斯拉股票，总价值10.1亿美元。</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>Elon Musk continued to sell his Tesla stocks.<blockquote>埃隆·马斯克继续出售他的特斯拉股票。</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\">\nElon Musk continued to sell his Tesla stocks.<blockquote>埃隆·马斯克继续出售他的特斯拉股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 10:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Elon Musk continued to sell his Tesla&nbsp;stocks.</p><p><blockquote>埃隆·马斯克继续出售他的特斯拉股票。</blockquote></p><p> Musk sold 934,091&nbsp;Tesla&nbsp;shares on December 2 with a total value of US$1.01 billion.</p><p><blockquote>马斯克于12月2日出售了934,091股特斯拉股票，总价值10.1亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187151018","content_text":"Elon Musk continued to sell his Tesla stocks.\nMusk sold 934,091 Tesla shares on December 2 with a total value of US$1.01 billion.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603594051,"gmtCreate":1638423520065,"gmtModify":1638423520163,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Hmmm… will see&nbsp;","listText":"Hmmm… will see&nbsp;","text":"Hmmm… will see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603594051","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603592705,"gmtCreate":1638423354178,"gmtModify":1638423354279,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090762028043830","idStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Good to know. Thank you&nbsp;","listText":"Good to know. Thank you&nbsp;","text":"Good to know. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603592705","repostId":"1187224831","repostType":4,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":605879304,"gmtCreate":1639148414112,"gmtModify":1639148414176,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Wohoo","listText":"Wohoo","text":"Wohoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605879304","repostId":"1151890002","repostType":4,"repost":{"id":"1151890002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639147684,"share":"https://www.laohunote.com/m/news/1151890002?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:48","market":"us","language":"en","title":"EV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151890002","media":"Tiger Newspress","summary":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1","content":"<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto&nbsp;and&nbsp;Sono Group&nbsp;climbed between 1% and 4%.Tesla&nbsp;and&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;2%.</p><p><blockquote>电动汽车股早盘涨跌互现.Lucid、法拉第期货、蔚来汽车、理想汽车和索诺集团上涨1%至4%.特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</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\">\nEV stocks mixed in morning trading<blockquote>早盘交易中电动汽车股涨跌互现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto&nbsp;and&nbsp;Sono Group&nbsp;climbed between 1% and 4%.Tesla&nbsp;and&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;2%.</p><p><blockquote>电动汽车股早盘涨跌互现.Lucid、法拉第期货、蔚来汽车、理想汽车和索诺集团上涨1%至4%.特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","SEV":"Aptera Motors","XPEV":"小鹏集团","LI":"理想汽车","FSR":"菲斯克","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151890002","content_text":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1% and 4%.Tesla and NIO fell about 2%.","news_type":1,"symbols_score_info":{"FSR":0.9,"LI":0.9,"SEV":0.9,"LCID":0.9,"GOEV":0.9,"NIO":0.9,"RIVN":0.9,"RIDE":0.9,"XPEV":0.9,"NKLA":0.9,"TSLA":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698711455,"gmtCreate":1640537215281,"gmtModify":1640537215437,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698711455","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":4717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699231814,"gmtCreate":1639804923244,"gmtModify":1639804923332,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699231814","repostId":"1113440959","repostType":4,"repost":{"id":"1113440959","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639752802,"share":"https://www.laohunote.com/m/news/1113440959?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:53","market":"us","language":"en","title":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113440959","media":"Tiger Newspress","summary":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown","content":"<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</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>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</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\">\nEV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113440959","content_text":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown Motors sliding 6% and General Motors sliding 5%.","news_type":1,"symbols_score_info":{"RIDE":0.9,"GM":0.9,"LCID":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603197288,"gmtCreate":1638371848635,"gmtModify":1638372082867,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Looking forward!&nbsp;","listText":"Looking forward!&nbsp;","text":"Looking forward!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603197288","repostId":"1116584621","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699018485,"gmtCreate":1639721180837,"gmtModify":1639721180907,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699018485","repostId":"1115262079","repostType":4,"repost":{"id":"1115262079","kind":"news","pubTimestamp":1639712748,"share":"https://www.laohunote.com/m/news/1115262079?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:45","market":"us","language":"en","title":"Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115262079","media":"Motley Fool","summary":"The growing use of electric vehicles will benefit several players.","content":"<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</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>Missed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</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\">\nMissed Out on Tesla? Here's What to Buy Now<blockquote>错过了特斯拉？这是现在要买的东西</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p><p><blockquote>近两年来，<b>特斯拉</b>股价飙升超过 1,000%。两年前错过投资特斯拉的投资者可能会感到沮丧。然而值得注意的是，很难预见能够产生类似特斯拉回报的股票。最好的方法是投资那些你认为能长期表现良好的公司。如果你持有这些优质公司的股票足够长的时间，它们应该会产生跑赢市场的回报。</blockquote></p><p> Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p><p><blockquote>让我们来看看三只有可能在五年或更长时间内产生巨额回报的电动汽车 (EV) 股票。</blockquote></p><p> <b>Lucid Group</b></p><p><blockquote><b>Lucid集团</b></blockquote></p><p> There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p><p><blockquote>现在有太多的电动汽车股票可供选择。其中，<b>Lucid集团</b>（纳斯达克股票代码：LCID）看起来很有希望。喜欢Lucid Group有几个原因。用户喜欢这些汽车的功能和设计，在很短的时间内，Lucid就成功地将自己打造成了一个豪华电动汽车品牌。</blockquote></p><p> The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p><p><blockquote>该公司不仅拥有领先的电动汽车技术，还拥有坚实的增长计划。尽管 Lucid 最初是一家豪华汽车制造商，但它计划在未来几年推出面向大众市场的电动汽车车型。凭借最高效的电动汽车技术之一，Lucid 有可能通过将其技术授权给其他汽车公司来产生经常性收入。该股票将被纳入<b>纳斯达克-100</b>12月20日指数。</blockquote></p><p> On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p><p><blockquote>在风险方面，Lucid 仍需证明它可以盈利地交付汽车。投资者还应关注美国证券交易委员会 (SEC) 最近对其与 Churchill Capital Corp. IV 合并进行的调查进展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：LUCID集团。</span></p></blockquote></p><p> <b>BYD</b></p><p><blockquote><b>比亚迪</b></blockquote></p><p> Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p><p><blockquote>成立于1995年，<b>比亚迪</b>（场外交易代码：BYDD.F）于2003年进入汽车业务。除汽车外，比亚迪还生产手机零部件、可充电电池和太阳能产品。<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）持有比亚迪近8%的股份。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p><p><blockquote>比亚迪最初是一家内燃机汽车制造商。然而，察觉到更广泛的趋势，它已迅速转向制造电动汽车。11月份，比亚迪90%以上的汽车交付量为纯电动或插电式混合动力汽车。11月份比亚迪纯电动车型销量同比增长153%。</blockquote></p><p> The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p><p><blockquote>该公司已占据中国电动汽车市场约 18% 的份额。比亚迪在快速增长、潜力巨大的中国电动汽车市场中处于领先地位，有利于长期增长。</blockquote></p><p> BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p><p><blockquote>与目前几只顶级电动汽车股票相比，比亚迪股票的估值具有吸引力。以上所有因素都使这只沃伦·巴菲特股票具有吸引力。</blockquote></p><p> <b>QuantumScape</b></p><p><blockquote><b>量子景观</b></blockquote></p><p> Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p><p><blockquote>电池是电动汽车的关键部件。所有领先的汽车和电池公司都专注于提高电池的效率，这将有助于提高电动汽车的续航里程。<b>量子景观</b>（纽约证券交易所股票代码：QS）于2020年11月上市，是一家致力于下一代电池技术的电池初创公司。</blockquote></p><p> Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p><p><blockquote>目前，锂离子电池用于电动汽车。QuantumScape 正在开发锂金属固态电池，使用专有的陶瓷隔膜。该公司相信，与目前使用的锂离子电池相比，其电池将提供更高的能量密度、更长的寿命和更快的充电速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p><p><blockquote>QuantumScape 得到领先汽车制造商的支持<b>大众汽车</b>（场外交易代码：VWAGY），迄今为止已向这家电池技术公司投资了 3 亿美元。两家公司成立了一家合资企业，年产能为21吉瓦时。9 月，QuantumScape 与另一家收入排名前十的汽车制造商签订了 10 兆瓦时电池的协议。该公司没有透露汽车制造商的名称。以上所有这些都为 QuantumScape 的计划增添了可信度。如果成功，QuantumScape 的电池可能会受到全球汽车制造商的巨大需求。</blockquote></p><p> QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p><p><blockquote>QuantumScape 相信其正在按照 2024 年开始商业生产的计划取得进展。那是很长一段时间，而且该公司的电池还没有开发出来。投资者在决定投资 QuantumScape 股票之前应牢记风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/\">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":{"BYDDY":"比亚迪ADR","01211":"比亚迪股份","QS":"Quantumscape Corp.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115262079","content_text":"In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.\nLet's look at three electric vehicle (EV) stocks that have the potential to generate outsize returns in five years, or more.\nLucid Group\nThere is a plethora of electric vehicle stocks to choose from right now. Of these,Lucid Group(NASDAQ:LCID) looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.\nThe company not only boasts leading-edge EV technology, but also has solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies. The stock will be included in the Nasdaq-100 index on Dec. 20.\nOn the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a recent Securities and Exchange Commission (SEC) investigation relating to its merger with Churchill Capital Corp. IV.\nIMAGE SOURCE: LUCID GROUP.\nBYD\nFounded in 1995,BYD(OTC:BYDDY)(OTC:BYDD.F) entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) holds a nearly 8% stake in BYD.\nIMAGE SOURCE: GETTY IMAGES.\nBYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.\nThe company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.\nBYD stock trades at an attractive valuation compared to several top EV stocks right now. All of the above makes this Warren Buffett stock attractive.\nQuantumScape\nBatteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.QuantumScape(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.\nCurrently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.\nIMAGE SOURCE: GETTY IMAGES.\nQuantumScape has the backing of leading automaker Volkswagen(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.\nQuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should bear the risks in mind before deciding to invest in QuantumScape stock.","news_type":1,"symbols_score_info":{"QS":0.9,"01211":0.9,"BYDDY":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609217306,"gmtCreate":1638285633477,"gmtModify":1638285633477,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609217306","repostId":"1190156196","repostType":4,"repost":{"id":"1190156196","kind":"news","pubTimestamp":1638242388,"share":"https://www.laohunote.com/m/news/1190156196?lang=zh_CN&edition=full","pubTime":"2021-11-30 11:19","market":"us","language":"en","title":"5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190156196","media":"InvestorPlace","summary":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race","content":"<p><div> Here are the stocks to watch as the omicron variant gives rise to a new vaccine race Source: Shutterstock As Black Friday approached, most investors were speculating on what the supply chain crisis ...</p><p><blockquote><div>随着奥密克戎变种引发新疫苗竞赛，以下是值得关注的股票来源：Shutterstock随着黑色星期五的临近，大多数投资者都在猜测供应链危机是什么……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的 Covid-19 变种袭击市场，值得关注的 5 只疫苗股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-30 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Here are the stocks to watch as the omicron variant gives rise to a new vaccine race Source: Shutterstock As Black Friday approached, most investors were speculating on what the supply chain crisis ...</p><p><blockquote><div>随着奥密克戎变种引发新疫苗竞赛，以下是值得关注的股票来源：Shutterstock随着黑色星期五的临近，大多数投资者都在猜测供应链危机是什么……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","JNJ":"强生","BNTX":"BioNTech SE","PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190156196","content_text":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race\nSource: Shutterstock\nAs Black Friday approached, most investors were speculating on what the supply chain crisis would mean for the year’s biggest shopping holiday. By the time shopping began, though, most minds were on another news story. A new Covid-19 variant had been detected in South Africa and it was quickly spreading to Europe. Labeled the omicron variant, this new Covid-19 strain poses a threat to the pandemic recovery story. Perhaps most importantly, we don’t yet know how big that threat is. Scientists haveindicatedthat it will take at least a few weeks for them to assess the effectiveness of vaccines against the new variant, which features multiple mutations. As investors ponder what this means for markets, focus has shifted to one specific question: What does this mean for vaccine stocks?\nInvestors have expressed concern at what the the emergence of a new variant may mean for markets. It bears noting, though, that such a scenario creates a new opportunity for vaccine stocks, specifically for a new company to pull into the lead.\nWhile Pfizer’s(NYSE:PFE) success in producing a vaccine approved for children has helped it maintain a lead over its competitors, other companies recognize the need for further innovation within the vaccine space. Scientists and researchers have yet to reach a conclusion as to how the new variant will react to current vaccines, but the companies producing them are already working around the clock.\nMany vaccine stocks were trending this morning as the omicron variant dominated news coverage. Let’s take a look at what the most prominent vaccine producers are saying and when we can expect to see progress.\n\nModerna(NASDAQ:MRNA)\nPfizer(NYSE:PFE)\nBioNTech (NASDAQ:BNTX)\nJohnson & Johnson(NYSE:JNJ)\nNovavax(NASDAQ:NVAX)\n\nModerna (MRNA)\nModerna was one of the first companies to have its executive team discuss address the omicron variant.\nOn Sunday, CMO Paul Burton spoke toBBC’sAndrew Marr and said Moderna was hoping to see clinical trials of an omicron-specific booster begin within60 to 90 days. CEO Stephane Bancel recentlyspoketoCNBC’s“Squawk Box” on the topic of an omicron- targeting vaccine. While he stated that it will likely take months for the company to develop, produce and ship a vaccine with the ability to target that specific variant, he noted that a booster shot containing a higher 100-microgram dose could be made available much sooner.\nBancel also floated the possibility of administering higher doses of the current vaccines to particularly high-risk patients, such as those in the elderly or immunocompromised categories.\nThis talk of an effective booster that could take on the new variant has sent MRNA stock shooting up today. As of this writing, vaccine stocks are having a good day and Moderna has risen by more than 10%. Today’s gains have put it up by more than 30% for the past five days.\nWhile the head of drugmaker Moderna said COVID-19 vaccines are unlikely to be as effective against the Omicron variant of the coronavirus as they have been previously, sparking fresh worry in financial markets about the trajectory of the pandemic.\n\"There is no world, I think, where (the effectiveness) is the same level . . . we had with Delta,\" Moderna Chief Executive Stéphane Bancel told the Financial Times in an interview.\n\"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good.'\"\nPfizer (PFE)\nNo pharmaceutical company has received as much positive press for its vaccine innovations as Pfizer. Earlier this month, CEO Albert Bourla wasrecommended by one InvestorPlace contributorfor CEO of the year.\nThe industry leader alsodiscussedthe new variant earlier today, stating that he believed that Pfizer’s Covid-19 pill would prove effective against it. He noted that the treatment method was designed with the thought process that most virus mutations were coming in spikes, exactly what we are seeing so far from the omicron variant. This gives him, he said, a “very high level of confidence” that the oral treatment, Paxlovid, will prove well-suited to help patients with the new Covid-19 strain.\nClinical trials have found that when Paxlovid is taken with HIV drug ritonavir, it reduces hospitalization and death by 89% if taken within three days after symptoms have begun.\nWhile Bourla is still not able to offer much on the effectiveness of the company’s two-dose vaccine against the new variant, he experts it to offer at least some protection. He also said that Pfizer is already at work on a new vaccine and that it produced a DNA template on Friday, speculating that it could be ready within 100 days.\nIt is worth noting that Pfizer has been able to create vaccines for previous variants in that timeframe but did not end up having to administer them, as the previously distributed vaccines remained effective.\nBioNTech (BNTX)\nPfizer’s original vaccine partner isn’t missing a beat, either.\nThe German biotech innovatortoldBusiness Insiderthat it is already at work on the development of an adapted vaccine to combat the omicron variant. According to the company’s spokespeople, the first steps of such a process “overlap with the research necessary” to evaluate the necessity of a new shot. This approach should enable its research team to move forward as quickly as possible.\nLike its competitors, BioNTech expects to acquire the data necessary to determine next steps in roughly two weeks, as medical researchers rush to examine new cases. In an attempt to keep the process as efficient as possible, the company is already testing its existing vaccine doses. Like Pfizer, it claims that it will be able to ship out this adapted vaccine within 100 days should it prove necessary.\nLike other vaccine stocks, BNTX is having a good day as speculation regarding the vaccine mounts. Shares are up almost 4% as of this writing. Not unlike its competitor Moderna, BioNTech is up almost 20% for the week after seeing a period of mostly flatlining. Earlier this Summer,InvestorPlace analyst Louis Navelliercalledit a better buy among vaccine stocks than Pfizer.\nJohnson & Johnson (JNJ)\nLike its competitors, Johnson & Johnson is already at work on ways to combat the new variant. Still waiting on further data, though, the company hasstatedit “will progress [its new vaccine] into clinical studies if needed.”\nMathai Mammen, global head of research and development at J&J subsidiary Janssen Pharmaceuticals, says that the company remains confident in the “robust humoral and cell-mediated responses” that its original vaccine has elicited in patients to date, giving the company confidence in its ability to adapt its current vaccine to handle the omicron variant.\nMammen added that the company has already begun work on a new vaccine for exactly that purpose and will “rapidly progress into clinical trails” if it is deemed necessary. It has beenreportedthat testing has already begun.\nNovavax (NVAX)\nA later player to the vaccine race, Novavax hasn’t had the same success in the U.S. as Pfizer or Moderna.\nHowever, the company recognizes it has a chance to make up the lost ground. In fact, it is already working to develop a vaccine to combat the omicron variant. Novavax hasstatedthat its vaccine will contain the mutated spikes that have experts worried about the variant, thereby enabling recipients to develop necessary immune responses. Its spokespeople have also stated that the testing and developing of the new vaccine will likely take “a few weeks.”\nWhile Novavax has not filed for approval for its initial Covid-19 in the U.S. yet, it received the green light from regulators in both Indonesia and the Philippines.\nAs InvestorPlace Assistant News Writer Eddie Pan reported this morning, NVAX is a name to watch among vaccine stocks as speculation mounts. While no one is likely to know too much for at least two weeks, companies aren’t wasting any time in building on their vaccine innovations in attempt to pull ahead in the vaccine race. Novavax may not have garnered U.S. authorization yet, but it has risen to prominence by way of its global vaccine distribution work, an edge that earned it ahigh rankingamong second-shot vaccine stocks to buy.","news_type":1,"symbols_score_info":{"PFE":0.9,"BNTX":0.9,"MRNA":0.9,"NVAX":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699018145,"gmtCreate":1639721134779,"gmtModify":1639721134855,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699018145","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","kind":"news","pubTimestamp":1639698567,"share":"https://www.laohunote.com/m/news/1169026598?lang=zh_CN&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于 2022 年中期通过 IPO 分拆 Mobileye，为其雄心勃勃的增长计划筹集资金。在本说明中，我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为 9 倍，被严重低估，因此 Mobileye 的估值受到抑制。此次IPO可能会成为英特尔的一个重要价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye可以很容易地获得50-100B美元的估值。因此，英特尔只需出售少量股份就可以筹集一大笔钱。</li><li>即使在 IPO 之后，英特尔仍将继续以多数股权控制 Mobileye，英特尔首席执行官帕特·基辛格 (Pat Gelsinger) 将作为董事会主席塑造 Mobileye 的未来。因此，英特尔通过这笔交易获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去 18-24 个月中出现了惊人的反弹，但英特尔（纳斯达克股票代码：INTC）的估值（约 12 倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有缓解的迹象，英特尔出售了所有能生产的产品。2021年，英特尔将产生创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将推出的衍生产品 Mobileye，该产品可能会成为这家芯片巨头价值解锁的催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读 Mobileye IPO 背后的逻辑开始分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆 Mobileye 背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格概述了一项积极的混合采购和代工计划，旨在让这家半导体巨头重返昔日的辉煌（在前任管理层进行了一些糟糕的执行之后）。从纸面上看，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与 AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境，并在节点层面重新获得技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远影响。随着电动汽车革命，对汽车芯片的需求将会爆炸式增长。因此，芯片短缺可能会持续很多年。只有少数几家公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺问题的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格 (Pat Gelsinger) 为英特尔提出了一项积极的增长计划，预计该公司从 2023 年到 2027 年的复合年增长率将达到约 10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个繁重的资本支出周期，计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值（按市盈率计算），通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一，管理层当然没有兴趣疏远更多的投资者基础。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过发债，而英特尔的资产负债表和自由现金流产生足够强劲，可以承担更多债务。然而，由于与 AMD 等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流在短期内也可能受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约 40B 美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务，Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业（市场上最热门的领域之一），在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此，Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017 年，英特尔以约 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来，Mobileye实现了显著的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同，Mobileye 已经是一家高利润的公司。因此，英特尔可以通过出售Mobileye的少数股权获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>过去 12 个月，Mobileye 的收入为 13.6 亿美元，营业利润为 4.71 亿美元（营业利润率约为 35%）。此外，Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑，推出了量产版 robotaxi（网络将于 2022 年上线），并与 30 家传统汽车制造商合作赢得了 41 个新的 ADAS 和全自动驾驶项目。简而言之，Mobileye 从技术和财务角度都取得了巨大的进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于 Mobileye 一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将继续存在，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线，Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye 惊人的增长故事被埋没在英特尔的保护伞下。通过将 Mobileye 作为一个独立实体推向公开市场，英特尔可能会获得现金增长（以丰富的交易倍数），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管 Pat 因其 AV 技术（以及未来的机器人出租车业务）而将 Mobileye 与特斯拉（纳斯达克股票代码：TSLA）进行了比较，但我认为它与 Nvidia 更具可比性。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来创建 Mobileye 估值的猜测。由于其规模相对较小，我预计 Mobileye 的市盈率会高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye 的 IPO 估值可能在约 $50B 到 $70B 之间。然而，让我们也利用 Mobileye 的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计 Mobileye 的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为厘定Mobileye的公允价值，我们将采用我们专有的估值模型。以下是它需要的内容：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流被我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，该模型考虑了流通股变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们在十年结束时对未来增长前景进行估值正常化。然后，我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势，我们就会投资。如果没有，我们等待更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的加速转变，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展，Mobileye 的利润率可能会更高。因此，当业务成熟且增长放缓时，Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上（这种情况在未来一二十年内不会发生）。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye 每股价值约 15 美元，市值约为 60B 美元。本次估值工作中使用的假设是保守的，这意味着 Mobileye 的价值可能超过 $60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果 Mobileye 的 10 年 CAGR 收入增长率在 30%-50% 范围内（而不是我们估计的 25%），则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算，特斯拉隐含 10 年复合年增长率收入增长率约为 50%。由于 Mobileye 的基础要小得多，并且考虑到它可能成为 AV 技术的行业标准（通过利用与福特、宝马等传统汽车制造商的现有关系），我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在 Mobileye 分拆之后，英特尔在 2022 年仍将产生约 73B 美元的收入，对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产（实际上并非如此，因为英特尔仍将通过多数股权控制 Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去 Mobileye）每股仍价值约 70 美元（市值约 280B 美元）（此估值练习可在我之前关于英特尔的文章中找到）。因此，Mobileye 分拆很可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在2000亿美元左右，通过发行股票筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流生成仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这笔钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye 的估值可能达到 500 亿美元至 1000 亿美元，我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 150 亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一头被严重低估的摇钱树，支付健康、不断增长的股息。随着 Mobileye IPO 将释放英特尔的一些隐藏价值，我预计英特尔将在未来 12-24 个月内大幅增值。因此，我继续给予英特尔 50 美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我以 50 美元的价格强力买入英特尔。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝您投资愉快。请在下面的评论区分享您的想法、担忧和/或问题。</blockquote></p><p></p>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: Mobileye IPO Could Be A Masterstroke<blockquote>英特尔：Mobileye IPO 可能是一个绝妙的举动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-17 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>  <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>  <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>  <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>  <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>  <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li> </ul> <b>Introduction</b></p><p><blockquote><ul><li>英特尔将于 2022 年中期通过 IPO 分拆 Mobileye，为其雄心勃勃的增长计划筹集资金。在本说明中，我们将讨论此交易的逻辑。</li><li>Mobileye 是自动驾驶汽车技术领域的领先企业之一，这意味着它的市盈率应该比英特尔高得多。</li><li>英特尔的市盈率约为 9 倍，被严重低估，因此 Mobileye 的估值受到抑制。此次IPO可能会成为英特尔的一个重要价值释放事件。</li><li>根据我的分析，在当前的市场环境下，Mobileye可以很容易地获得50-100B美元的估值。因此，英特尔只需出售少量股份就可以筹集一大笔钱。</li><li>即使在 IPO 之后，英特尔仍将继续以多数股权控制 Mobileye，英特尔首席执行官帕特·基辛格 (Pat Gelsinger) 将作为董事会主席塑造 Mobileye 的未来。因此，英特尔通过这笔交易获得了两全其美的结果。我以 50 美元的价格强力买入英特尔。</li><li>寻找像这样的创意组合？击败市场的成员可以独家访问我们的模型组合。</li></ul><b>介绍</b></blockquote></p><p> Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p><p><blockquote>尽管芯片股在过去 18-24 个月中出现了惊人的反弹，但英特尔（纳斯达克股票代码：INTC）的估值（约 12 倍市盈率/自由现金流）仍然低迷。半导体供应短缺没有缓解的迹象，英特尔出售了所有能生产的产品。2021年，英特尔将产生创纪录的收入和运营现金流。尽管英特尔因竞争加剧而面临利润率压力，但其业务基本面依然强劲。英特尔的资产负债表和自由现金流生成非常强劲。通货膨胀环境应该有利于英特尔等现金流机器。因此，英特尔疲软的价格走势令人费解（即使考虑到英特尔过去几年的制造困境）。</blockquote></p><p> In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p><p><blockquote>在今天的报告中，我们将重点讨论英特尔即将推出的衍生产品 Mobileye，该产品可能会成为这家芯片巨头价值解锁的催化剂。</blockquote></p><p> Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p><p><blockquote>让我们从解读 Mobileye IPO 背后的逻辑开始分析。</blockquote></p><p> <b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p><p><blockquote><b>了解英特尔分拆 Mobileye 背后的动机</b></blockquote></p><p> Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p><p><blockquote>在重新加入英特尔担任首席执行官后不久，帕特·基辛格概述了一项积极的混合采购和代工计划，旨在让这家半导体巨头重返昔日的辉煌（在前任管理层进行了一些糟糕的执行之后）。从纸面上看，帕特的策略非常简单。英特尔将把下一代芯片制造外包给台积电（纽约证券交易所股票代码：TSM）等代工厂，这将使他们能够与 AMD（纳斯达克股票代码：AMD）和英伟达（纳斯达克股票代码：NVDA）等竞争对手竞争。虽然英特尔正在努力解决其制造困境，并在节点层面重新获得技术领先地位，但该公司也在向其他公司开放其在西半球的制造工厂（即进入代工业务）。</blockquote></p><p> The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p><p><blockquote>半导体行业正在经历一场痛苦的供应危机，这场危机对多个行业产生了深远影响。随着电动汽车革命，对汽车芯片的需求将会爆炸式增长。因此，芯片短缺可能会持续很多年。只有少数几家公司能够解决这场危机，而英特尔可能是唯一一家能够帮助缓解西半球半导体短缺问题的公司。</blockquote></p><p> Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p><p><blockquote>帕特·基辛格 (Pat Gelsinger) 为英特尔提出了一项积极的增长计划，预计该公司从 2023 年到 2027 年的复合年增长率将达到约 10-12%。然而，帕特的计划是高度资本密集型的，因此英特尔需要更多的资本。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p><p><blockquote>英特尔将进入一个繁重的资本支出周期，计划将 2022 年的资本支出增加到约 $25B-$28B。由于英特尔股票交易接近过去10年的历史最低估值（按市盈率计算），通过新的股票发行筹集资金对英特尔股东来说将是高度稀释的。英特尔是华尔街最令人憎恨的股票之一，管理层当然没有兴趣疏远更多的投资者基础。因此，排除了通过股权融资的可能性。</blockquote></p><p> Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p><p><blockquote>另一种筹集资金的方式是通过发债，而英特尔的资产负债表和自由现金流产生足够强劲，可以承担更多债务。然而，由于与 AMD 等公司潜在的价格战，英特尔的利润率将面临压力，而且随着资本支出的增加，英特尔的自由现金流在短期内也可能受到影响。因此，英特尔管理层可能不愿意通过债务筹集更多资本（债务已经达到约 40B 美元）。</blockquote></p><p></p><p> Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p><p><blockquote>资产货币化可能是筹集资金为英特尔增长计划提供资金的唯一可行选择。如果我们看看英特尔的业务，Mobileye 可能是被企业集团大幅折扣掩盖的最被低估的资产。Mobileye是自动驾驶领域的领先企业（市场上最热门的领域之一），在当前的市场环境下，它的交易倍数无疑会比英特尔在2017年支付的价格高得多。因此，Mobileye分拆是英特尔管理层做出的一个非常明智和合乎逻辑的决定。</blockquote></p><p> <b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p><p><blockquote><b>帕特说Mobileye堪比特斯拉!是吗？</b></blockquote></p><p> In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p><p><blockquote>2017 年，英特尔以约 15.3B 美元的惊人价格收购了 Mobileye。自此次收购以来，Mobileye实现了显著的收入增长，实现了众多技术创新，并投入资金解决了自动驾驶技术大规模部署中最关键的问题。与大多数 IPO 不同，Mobileye 已经是一家高利润的公司。因此，英特尔可以通过出售Mobileye的少数股权获得丰厚的投资回报。</blockquote></p><p> In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p><p><blockquote>过去 12 个月，Mobileye 的收入为 13.6 亿美元，营业利润为 4.71 亿美元（营业利润率约为 35%）。此外，Mobileye 实现了交付第 1 亿台 EyeQ SOC 的里程碑，推出了量产版 robotaxi（网络将于 2022 年上线），并与 30 家传统汽车制造商合作赢得了 41 个新的 ADAS 和全自动驾驶项目。简而言之，Mobileye 从技术和财务角度都取得了巨大的进步。</blockquote></p><p> Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p><p><blockquote>由于 Mobileye 一直作为英特尔内部的独立子公司运营，因此分离并不困难。与英特尔的战略合作伙伴关系将继续存在，更高的知名度将使Mobileye能够在全球赢得更多合作伙伴。随着其机器人出租车网络将于2022年上线，Mobileye可能会成为第一个推出L3/L4 AV技术的公司。</blockquote></p><p> Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p><p><blockquote>Mobileye确实处于拐点，它的未来看起来一如既往地光明。一些批评者会说，英特尔正在出卖自己的未来来追逐过去。然而，我们必须承认我们周围的现实。围绕自动驾驶和电动汽车的炒作从未如此之高，Mobileye 惊人的增长故事被埋没在英特尔的保护伞下。通过将 Mobileye 作为一个独立实体推向公开市场，英特尔可能会获得现金增长（以丰富的交易倍数），同时还将保持其在该公司的多数股权（控制权）。</blockquote></p><p> Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p><p><blockquote>尽管 Pat 因其 AV 技术（以及未来的机器人出租车业务）而将 Mobileye 与特斯拉（纳斯达克股票代码：TSLA）进行了比较，但我认为它与 Nvidia 更具可比性。出于本说明的目的，我们将使用特斯拉和英伟达的交易倍数来创建 Mobileye 估值的猜测。由于其规模相对较小，我预计 Mobileye 的市盈率会高于这些公司。</blockquote></p><p> Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p><p><blockquote>从相对估值的角度来看，Mobileye 的 IPO 估值可能在约 $50B 到 $70B 之间。然而，让我们也利用 Mobileye 的财务数据来确定其绝对估值。</blockquote></p><p> <b>Estimating Mobileye's Fair Value</b></p><p><blockquote><b>估计 Mobileye 的公允价值</b></blockquote></p><p> To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为厘定Mobileye的公允价值，我们将采用我们专有的估值模型。以下是它需要的内容：</blockquote></p><p> <ul>  <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>  <li></li>  <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>  <li></li>  <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>  <li></li>  <li>In step 4, the model accounts for dividends.</li> </ul> <b>Assumptions:</b></p><p><blockquote><ul><li>在第一步中，我们使用传统的DCF模型，自由现金流被我们（股东）的资本成本贴现。</li><li></li><li>在步骤2中，该模型考虑了流通股变化（回购/稀释）的影响。</li><li></li><li>在第三步中，我们在十年结束时对未来增长前景进行估值正常化。然后，我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势，我们就会投资。如果没有，我们等待更好的切入点。</li><li></li><li>在步骤4中，模型考虑了股息。</li></ul><b>假设：</b></blockquote></p><p> Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p><p><blockquote>Mobileye是一项快速增长、高利润的业务。凭借庞大的TAM和领先的ADAS和自动驾驶汽车[AV]技术，随着2020年代向自动驾驶电动汽车的加速转变，Mobileye将迎来巨大的长期增长趋势。因此，25%的10年CAGR增长率可能是高度保守的。随着 MoovitAV 机器人出租车网络的发展，Mobileye 的利润率可能会更高。因此，当业务成熟且增长放缓时，Mobileye 的自由现金流利润率可以相当轻松地徘徊在 30% 以上（这种情况在未来一二十年内不会发生）。</blockquote></p><p> As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p><p><blockquote>如您所见，Mobileye 每股价值约 15 美元，市值约为 60B 美元。本次估值工作中使用的假设是保守的，这意味着 Mobileye 的价值可能超过 $60B。</blockquote></p><p></p><p> If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p><p><blockquote>如果 Mobileye 的 10 年 CAGR 收入增长率在 30%-50% 范围内（而不是我们估计的 25%），则 Mobileye 的公允价值将达到约 $88B 至约 $340B。按 1 万美元估值计算，特斯拉隐含 10 年复合年增长率收入增长率约为 50%。由于 Mobileye 的基础要小得多，并且考虑到它可能成为 AV 技术的行业标准（通过利用与福特、宝马等传统汽车制造商的现有关系），我认为 Mobileye 比特斯拉更有机会实现这种高速增长。</blockquote></p><p> Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p><p><blockquote>即使在 Mobileye 分拆之后，英特尔在 2022 年仍将产生约 73B 美元的收入，对其现金流产生的影响几乎为零。尽管英特尔将在此次交易中失去一项关键资产（实际上并非如此，因为英特尔仍将通过多数股权控制 Mobileye），但所得收益将帮助英特尔管理层执行其雄心勃勃的增长计划。根据保守估计，英特尔（减去 Mobileye）每股仍价值约 70 美元（市值约 280B 美元）（此估值练习可在我之前关于英特尔的文章中找到）。因此，Mobileye 分拆很可能为英特尔股东释放隐藏的价值。</blockquote></p><p> <b>Concluding Thoughts</b></p><p><blockquote><b>结束语</b></blockquote></p><p> With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p><p><blockquote>由于英特尔的市值徘徊在2000亿美元左右，通过发行股票筹集资金是不可行的。尽管英特尔的资产负债表和自由现金流生成仍然强劲，但该公司正在进入一个沉重的资本支出周期，这使得额外的债务筹集变得麻烦。Mobileye是英特尔发展最快的业务线之一。然而，出售其中的一小部分可能会为英特尔带来一大笔钱，这笔钱可以用于帕特·基辛格雄心勃勃的公司增长计划。根据我的分析，在当前的市场环境下，Mobileye 的估值可能达到 500 亿美元至 1000 亿美元，我认为英特尔最终将从 Mobileye IPO 中筹集约 100 亿美元至 150 亿美元，同时保留对公司的控制权。我喜欢英特尔管理层的这一举措，因为我可以看到这次分拆带来的巨大价值。</blockquote></p><p> Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p><p><blockquote>英特尔是一头被严重低估的摇钱树，支付健康、不断增长的股息。随着 Mobileye IPO 将释放英特尔的一些隐藏价值，我预计英特尔将在未来 12-24 个月内大幅增值。因此，我继续给予英特尔 50 美元的强力买入评级。</blockquote></p><p> Key Takeaway: I rate Intel a strong buy at $50.</p><p><blockquote>关键要点：我以 50 美元的价格强力买入英特尔。</blockquote></p><p> Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p><p><blockquote>感谢您的阅读，祝您投资愉快。请在下面的评论区分享您的想法、担忧和/或问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691028272,"gmtCreate":1640100109698,"gmtModify":1640100158580,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691028272","repostId":"1148529089","repostType":4,"repost":{"id":"1148529089","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640098401,"share":"https://www.laohunote.com/m/news/1148529089?lang=zh_CN&edition=full","pubTime":"2021-12-21 22:53","market":"us","language":"en","title":"Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148529089","media":"Tiger Newspress","summary":"Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.\nPfizer","content":"<p>Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more&nbsp;than 10%.</p><p><blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote></p><p> Pfizer&nbsp;fell&nbsp;more&nbsp;than&nbsp;5%,&nbsp;Novavax&nbsp;fell&nbsp;nearly&nbsp;10%.<img src=\"https://static.tigerbbs.com/8965c7ba2ab9d4149e37dd1a91113e13\" tg-width=\"717\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>辉瑞跌幅超过5%，Novavax跌近10%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.<blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-21 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more&nbsp;than 10%.</p><p><blockquote>疫苗股早盘大跌，维尔生物跌超10%。</blockquote></p><p> Pfizer&nbsp;fell&nbsp;more&nbsp;than&nbsp;5%,&nbsp;Novavax&nbsp;fell&nbsp;nearly&nbsp;10%.<img src=\"https://static.tigerbbs.com/8965c7ba2ab9d4149e37dd1a91113e13\" tg-width=\"717\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p><p><blockquote>辉瑞跌幅超过5%，Novavax跌近10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞","VIR":"Vir Biotechnology, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148529089","content_text":"Vaccine stocks fell sharply in morning trading, with Vir Biotechnology falling more than 10%.\nPfizer fell more than 5%, Novavax fell nearly 10%.","news_type":1,"symbols_score_info":{"NVAX":0.9,"VIR":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605158891,"gmtCreate":1639133752009,"gmtModify":1639135361566,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!&nbsp;","listText":"It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!&nbsp;","text":"It’s kinda scary when people tweet like that-it’s public info that kinda frightened people who believed in you. Let’s hope for the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605158891","repostId":"1116553400","repostType":4,"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608329832,"gmtCreate":1638630774030,"gmtModify":1638630774081,"author":{"id":"4090762028043830","authorId":"4090762028043830","name":"Geee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090762028043830","authorIdStr":"4090762028043830"},"themes":[],"title":"","htmlText":"How","listText":"How","text":"How","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608329832","repostId":"1164103185","repostType":4,"repost":{"id":"1164103185","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638543422,"share":"https://www.laohunote.com/m/news/1164103185?lang=zh_CN&edition=full","pubTime":"2021-12-03 22:57","market":"us","language":"en","title":"Semiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164103185","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Te","content":"<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML 和 AMD 下跌约 2%，而 Marvell Technology 飙升 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks slid in morning trading<blockquote>半导体股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p><p><blockquote>半导体股早盘下跌.英伟达、台积电、ASML 和 AMD 下跌约 2%，而 Marvell Technology 飙升 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164103185","content_text":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Technology soared 17%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}