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2025-02-07

Ok

2025-02-07

Ok

2022-05-17

回复 @Wait_Flowers:ok//@Wait_Flowers:这篇文章不错，转发给大家看

@期权小班长:美股能在周三反弹吗？

2022-04-25

回复 @电脑:ok//@电脑:阅

@许亚鑫:市场对美联储加息有点反应过度了，建议开盘关注这些资产

2022-02-23

回复 @万里长青:ok//@万里长青:？

@SCLOW:Russo-Ukrainian crisis

2022-01-29

回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好

@美股研习社:财报解剖 | 黑暗中的曙光，德州仪器业绩大超预期！

2022-01-22

K

抱歉，原内容已删除

2022-01-20

ook

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2022-01-13

OK

Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</blockquote>

2021-08-29

K

This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>

2021-08-22

Ok

抱歉，原内容已删除

2021-08-20

Ok

抱歉，原内容已删除

2021-08-19

Likr

Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>

2021-08-16

OK likjj

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@Wait_Flowers:ok//@Wait_Flowers:这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615987082","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"美股能在周三反弹吗？","htmlText":"周一盘前打开行情大吃一惊，千亿以上市值的公司，竟然没有一家是上涨的，属实罕见，也证明了上周五的猜想：权重股接棒成长股变为大盘下跌主力。截止到5月6日，2022年纳斯达克下跌23%，标普下跌14%。按照熊市标准，纳斯达克熊了，标普没熊。然而万亿新贵当中，只有苹果目前维持13%的跌幅，其余成员全部跌破20%熊市大关。 &nbsp;如果有一天苹果年跌幅也跌破20%，即跌破$146，会怎么样呢？其实快一点，估计这两天就可以看到苹果跌破20%，$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点，那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍，还是互相敷衍一下就给空方让路了，取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势，原油价格依旧走强，供应链依旧迟迟没有改善，我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测，周三美国将发布4月CPI数据，市场普遍预测4月的CPI同比增速放缓，显现出见顶的迹象，环比增速将从1.2%降至0.2%，同比增速将从8.5%降至8.1%，核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事，根据以往被华尔街折磨的经验，说明这个预测数据大概率没啥问题，通胀确实有所缓解，数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束，福特计划出售其持有的800万股股票，目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌，让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊，千亿以上市值的公司，竟然没有一家是上涨的，属实罕见，也证明了上周五的猜想：权重股接棒成长股变为大盘下跌主力。截止到5月6日，2022年纳斯达克下跌23%，标普下跌14%。按照熊市标准，纳斯达克熊了，标普没熊。然而万亿新贵当中，只有苹果目前维持13%的跌幅，其余成员全部跌破20%熊市大关。 &nbsp;如果有一天苹果年跌幅也跌破20%，即跌破$146，会怎么样呢？其实快一点，估计这两天就可以看到苹果跌破20%，$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点，那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍，还是互相敷衍一下就给空方让路了，取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势，原油价格依旧走强，供应链依旧迟迟没有改善，我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测，周三美国将发布4月CPI数据，市场普遍预测4月的CPI同比增速放缓，显现出见顶的迹象，环比增速将从1.2%降至0.2%，同比增速将从8.5%降至8.1%，核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事，根据以往被华尔街折磨的经验，说明这个预测数据大概率没啥问题，通胀确实有所缓解，数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束，福特计划出售其持有的800万股股票，目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌，让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊，千亿以上市值的公司，竟然没有一家是上涨的，属实罕见，也证明了上周五的猜想：权重股接棒成长股变为大盘下跌主力。截止到5月6日，2022年纳斯达克下跌23%，标普下跌14%。按照熊市标准，纳斯达克熊了，标普没熊。然而万亿新贵当中，只有苹果目前维持13%的跌幅，其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%，即跌破$146，会怎么样呢？其实快一点，估计这两天就可以看到苹果跌破20%，$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点，那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍，还是互相敷衍一下就给空方让路了，取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势，原油价格依旧走强，供应链依旧迟迟没有改善，我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测，周三美国将发布4月CPI数据，市场普遍预测4月的CPI同比增速放缓，显现出见顶的迹象，环比增速将从1.2%降至0.2%，同比增速将从8.5%降至8.1%，核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事，根据以往被华尔街折磨的经验，说明这个预测数据大概率没啥问题，通胀确实有所缓解，数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束，福特计划出售其持有的800万股股票，目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌，让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618940067,"gmtCreate":1650846167059,"gmtModify":1650846167234,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","listText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","text":"回复 @电脑:ok//@电脑:阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618940067","repostId":"618075764","repostType":1,"repost":{"id":618075764,"gmtCreate":1650770229744,"gmtModify":1650852656486,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场对美联储加息有点反应过度了，建议开盘关注这些资产","htmlText":"今夜，又有重要喊话出来，大概提了将近十点，不过大家看一下标题基本上就明白重点，目前已经开的美股里面，中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据，我认为，近期美元的资金回流在全球范围内非常的明显，只不过对于美联储的加息炒作，也经历了三个阶段： 第一阶段，加息阶段，即今年元旦后到俄乌危机爆发前； 第二阶段，大幅加息阶段，即俄乌危机爆发后，各种制裁导致通胀进一步高企的预期； 第三阶段，更快大幅阶段，即现在，美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢？相当于未来剩余的6次利率会议，有4次需要加息50个基点，而有两次加息25个基点。 当然，最夸张的还是要数美联储最大的鹰派布拉德，看见没有？当很多美联储官员觉得中性利率是2.5%的时候，人家布大嘴认为，3.5%才是天花板。 因此，许导认为，市场现在的预期有点反应过度了，下个阶段很有可能会发生的事情，就是炒作美联储加息减码，届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后，多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波，不过3月16日的金融委会议给市场确立了政策底，另外近期部分公司披露了积极的1-2月份经营数据，公司回购规模也处于历史高位。市场开始回暖，但是反弹不是一蹴而就，预计会在低位反复震荡。 在市场弱势的背景下，确定性成了机构们关注的焦点。行业配置方面，机构普遍有四点共识： 第一，4月进入财报季，财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看，食品饮料为代表的的大消费板块业绩亮眼；另外PPI和CPI剪刀差缩窄，按照历史经验消费板块有望领涨。建议关注建议关注：高确定性的白酒和医疗，以及受益于通胀预期的食品、纺服等必须消费板块。 第二，有政策背书的稳增长方向，有望贯穿全年。 稳增长方向也非常值得","listText":"今夜，又有重要喊话出来，大概提了将近十点，不过大家看一下标题基本上就明白重点，目前已经开的美股里面，中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据，我认为，近期美元的资金回流在全球范围内非常的明显，只不过对于美联储的加息炒作，也经历了三个阶段： 第一阶段，加息阶段，即今年元旦后到俄乌危机爆发前； 第二阶段，大幅加息阶段，即俄乌危机爆发后，各种制裁导致通胀进一步高企的预期； 第三阶段，更快大幅阶段，即现在，美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢？相当于未来剩余的6次利率会议，有4次需要加息50个基点，而有两次加息25个基点。 当然，最夸张的还是要数美联储最大的鹰派布拉德，看见没有？当很多美联储官员觉得中性利率是2.5%的时候，人家布大嘴认为，3.5%才是天花板。 因此，许导认为，市场现在的预期有点反应过度了，下个阶段很有可能会发生的事情，就是炒作美联储加息减码，届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后，多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波，不过3月16日的金融委会议给市场确立了政策底，另外近期部分公司披露了积极的1-2月份经营数据，公司回购规模也处于历史高位。市场开始回暖，但是反弹不是一蹴而就，预计会在低位反复震荡。 在市场弱势的背景下，确定性成了机构们关注的焦点。行业配置方面，机构普遍有四点共识： 第一，4月进入财报季，财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看，食品饮料为代表的的大消费板块业绩亮眼；另外PPI和CPI剪刀差缩窄，按照历史经验消费板块有望领涨。建议关注建议关注：高确定性的白酒和医疗，以及受益于通胀预期的食品、纺服等必须消费板块。 第二，有政策背书的稳增长方向，有望贯穿全年。 稳增长方向也非常值得","text":"今夜，又有重要喊话出来，大概提了将近十点，不过大家看一下标题基本上就明白重点，目前已经开的美股里面，中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据，我认为，近期美元的资金回流在全球范围内非常的明显，只不过对于美联储的加息炒作，也经历了三个阶段： 第一阶段，加息阶段，即今年元旦后到俄乌危机爆发前； 第二阶段，大幅加息阶段，即俄乌危机爆发后，各种制裁导致通胀进一步高企的预期； 第三阶段，更快大幅阶段，即现在，美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢？相当于未来剩余的6次利率会议，有4次需要加息50个基点，而有两次加息25个基点。 当然，最夸张的还是要数美联储最大的鹰派布拉德，看见没有？当很多美联储官员觉得中性利率是2.5%的时候，人家布大嘴认为，3.5%才是天花板。 因此，许导认为，市场现在的预期有点反应过度了，下个阶段很有可能会发生的事情，就是炒作美联储加息减码，届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后，多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波，不过3月16日的金融委会议给市场确立了政策底，另外近期部分公司披露了积极的1-2月份经营数据，公司回购规模也处于历史高位。市场开始回暖，但是反弹不是一蹴而就，预计会在低位反复震荡。 在市场弱势的背景下，确定性成了机构们关注的焦点。行业配置方面，机构普遍有四点共识： 第一，4月进入财报季，财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看，食品饮料为代表的的大消费板块业绩亮眼；另外PPI和CPI剪刀差缩窄，按照历史经验消费板块有望领涨。建议关注建议关注：高确定性的白酒和医疗，以及受益于通胀预期的食品、纺服等必须消费板块。 第二，有政策背书的稳增长方向，有望贯穿全年。 稳增长方向也非常值得","images":[{"img":"https://static.tigerbbs.com/37696acb831fcf658fb2f8548707fffc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618075764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636068750,"gmtCreate":1645589216770,"gmtModify":1645589216909,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:？","listText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:？","text":"回复 @万里长青:ok//@万里长青:？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636068750","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639736830,"gmtCreate":1643436167320,"gmtModify":1643436167458,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","listText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","text":"回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736830","repostId":"639682139","repostType":1,"repost":{"id":639682139,"gmtCreate":1643275897926,"gmtModify":1643295475096,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 黑暗中的曙光，德州仪器业绩大超预期！","htmlText":"作者：昨辰摘要：TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器（TI）发布超预期21Q4及全年财报和22Q1指引，股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下，这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住，那企稳的拐点或将出现。截止22年1月26日收盘，德州仪器（TI）21年全年涨幅为17.53%，22年至今涨幅为-5.38%，跑赢同期标普500指数(SPY：-8.75%)、纳指100ETF(QQQ：-13.39%)及费城半导体指数(SOXX：-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源：Tradingview从季度财报情况来看，受益于公司强大的产品组合实力和不断扩大的制造能力，模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元，好于预期的44.3亿美元；净利润同比增26.7%至21.38亿美元；摊薄后EPS同比增26.1%，同样超预期（2.27 vs 1.95）。从全年来看，21年营收同比增26.9%至183.44亿美元；净利润同比增38.9%至77.69亿美元；摊薄后EPS同比增38.4%至8.26美元。总体来看，21年全年业绩表现在半导体超级周期之下算是中规中矩，不能说特别出彩，但是相当的稳健。那为什么TI能这么稳呢？主要是因为德州仪器拥有广泛的产品线和卓越的制造能力：TI旗下有八万多种产品，在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂，每年生产数百亿颗芯片，售价从两分美金（差不多0.1元人民币）到三百美金不等，这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","listText":"作者：昨辰摘要：TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器（TI）发布超预期21Q4及全年财报和22Q1指引，股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下，这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住，那企稳的拐点或将出现。截止22年1月26日收盘，德州仪器（TI）21年全年涨幅为17.53%，22年至今涨幅为-5.38%，跑赢同期标普500指数(SPY：-8.75%)、纳指100ETF(QQQ：-13.39%)及费城半导体指数(SOXX：-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源：Tradingview从季度财报情况来看，受益于公司强大的产品组合实力和不断扩大的制造能力，模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元，好于预期的44.3亿美元；净利润同比增26.7%至21.38亿美元；摊薄后EPS同比增26.1%，同样超预期（2.27 vs 1.95）。从全年来看，21年营收同比增26.9%至183.44亿美元；净利润同比增38.9%至77.69亿美元；摊薄后EPS同比增38.4%至8.26美元。总体来看，21年全年业绩表现在半导体超级周期之下算是中规中矩，不能说特别出彩，但是相当的稳健。那为什么TI能这么稳呢？主要是因为德州仪器拥有广泛的产品线和卓越的制造能力：TI旗下有八万多种产品，在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂，每年生产数百亿颗芯片，售价从两分美金（差不多0.1元人民币）到三百美金不等，这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","text":"作者：昨辰摘要：TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器（TI）发布超预期21Q4及全年财报和22Q1指引，股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下，这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住，那企稳的拐点或将出现。截止22年1月26日收盘，德州仪器（TI）21年全年涨幅为17.53%，22年至今涨幅为-5.38%，跑赢同期标普500指数(SPY：-8.75%)、纳指100ETF(QQQ：-13.39%)及费城半导体指数(SOXX：-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源：Tradingview从季度财报情况来看，受益于公司强大的产品组合实力和不断扩大的制造能力，模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元，好于预期的44.3亿美元；净利润同比增26.7%至21.38亿美元；摊薄后EPS同比增26.1%，同样超预期（2.27 vs 1.95）。从全年来看，21年营收同比增26.9%至183.44亿美元；净利润同比增38.9%至77.69亿美元；摊薄后EPS同比增38.4%至8.26美元。总体来看，21年全年业绩表现在半导体超级周期之下算是中规中矩，不能说特别出彩，但是相当的稳健。那为什么TI能这么稳呢？主要是因为德州仪器拥有广泛的产品线和卓越的制造能力：TI旗下有八万多种产品，在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642073038,"share":"https://www.laohu8.com/m/news/1186224135?lang=zh_CN&edition=full","pubTime":"2022-01-13 19:23","market":"us","language":"en","title":"Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186224135","media":"Benzinga","summary":"Cathie Wood’sArk Investment Managementon Wednesday booked more profit inTeslaInc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle ","content":"<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三录得更多利润<b>特斯拉</b><b>Inc</b>，出售了这家电动汽车制造商的2,656股股票，根据最新收盘价估计价值290万美元。</body></html></blockquote></p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p><blockquote>The<b>埃隆·马斯克</b>-led公司股价周三收盘上涨3.9%，至每股1,106.2美元。</blockquote></p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology &amp; Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>Ark Invest通过其三只交易所交易基金持有特斯拉的股票——<b>方舟创新ETF</b>，该<b>Ark自主技术与机器人ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉约161万股股票，价值17.2亿美元。</blockquote></p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p><blockquote>特斯拉在2021年结束时创下了最高的季度和全年交付量。这家总部位于德克萨斯州奥斯汀的电动汽车制造商的Giga Shanghai占该电动汽车制造商2021年全球交付量的一半以上。</blockquote></p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p><blockquote>Ark Invest的创始人伍德看涨特斯拉，并为该电动汽车股票设定了2025年3,000美元的目标价。自9月份股价上涨突破1万亿美元市值后，该投资公司一直在出售特斯拉股票。</blockquote></p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p><blockquote>总部位于佛罗里达州圣彼得堡的Ark最近也增持了这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p>Here are a few other key Ark Invest trades from Wednesday:</p><p><blockquote>以下是周三Ark Invest的其他一些关键交易：</blockquote></p><p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html></p><p><blockquote><ul><li>购买了70,259股股票——估计价值约1200万美元<b>Zoom Video通信公司</b>在下降。Zoom股价周三收盘下跌3%，至每股170.6美元。</li><li>购买了628,636股股票，估计价值1,050万美元<b>Palantir技术公司</b>该公司股价收盘下跌1%，至每股16.7美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2022-01-13 19:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三录得更多利润<b>特斯拉</b><b>Inc</b>，出售了这家电动汽车制造商的2,656股股票，根据最新收盘价估计价值290万美元。</body></html></blockquote></p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p><blockquote>The<b>埃隆·马斯克</b>-led公司股价周三收盘上涨3.9%，至每股1,106.2美元。</blockquote></p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology &amp; Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>Ark Invest通过其三只交易所交易基金持有特斯拉的股票——<b>方舟创新ETF</b>，该<b>Ark自主技术与机器人ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉约161万股股票，价值17.2亿美元。</blockquote></p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p><blockquote>特斯拉在2021年结束时创下了最高的季度和全年交付量。这家总部位于德克萨斯州奥斯汀的电动汽车制造商的Giga Shanghai占该电动汽车制造商2021年全球交付量的一半以上。</blockquote></p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p><blockquote>Ark Invest的创始人伍德看涨特斯拉，并为该电动汽车股票设定了2025年3,000美元的目标价。自9月份股价上涨突破1万亿美元市值后，该投资公司一直在出售特斯拉股票。</blockquote></p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p><blockquote>总部位于佛罗里达州圣彼得堡的Ark最近也增持了这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p>Here are a few other key Ark Invest trades from Wednesday:</p><p><blockquote>以下是周三Ark Invest的其他一些关键交易：</blockquote></p><p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html></p><p><blockquote><ul><li>购买了70,259股股票——估计价值约1200万美元<b>Zoom Video通信公司</b>在下降。Zoom股价周三收盘下跌3%，至每股170.6美元。</li><li>购买了628,636股股票，估计价值1,050万美元<b>Palantir技术公司</b>该公司股价收盘下跌1%，至每股16.7美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","ZM":"Zoom","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186224135","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Next Generation Internet ETF.The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc.Here are a few other key Ark Invest trades from Wednesday:Bought 70,259 shares — estimated to be about $12 million — in Zoom Video Communications Inc on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.Bought 628,636 shares — estimated to be worth $10.5 million — in Palantir Technologies Inc. Shares of the company closed 1% lower at $16.7 a share.","news_type":1,"symbols_score_info":{"PLTR":0.9,"ZM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813559759,"gmtCreate":1630217766571,"gmtModify":1704957180745,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813559759","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832692901,"gmtCreate":1629615541103,"gmtModify":1633683726110,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832692901","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838499079,"gmtCreate":1629422594191,"gmtModify":1633684963721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838499079","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831551830,"gmtCreate":1629336712920,"gmtModify":1633685593193,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831551830","repostId":"1181909905","repostType":2,"repost":{"id":"1181909905","kind":"news","pubTimestamp":1629332628,"share":"https://www.laohu8.com/m/news/1181909905?lang=zh_CN&edition=full","pubTime":"2021-08-19 08:23","market":"us","language":"en","title":"Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181909905","media":"Barrons","summary":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla  hosts its artificial intelligence day.","content":"<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p><p><blockquote>前国防部长唐纳德·拉姆斯菲尔德说，有已知的已知——人们知道的事情——已知的未知——人们知道他们不知道的事情——和未知的未知——人们没有意识到他们不知道的事情。这几乎概括了当今的自动驾驶技术。</blockquote></p><p> It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p><p><blockquote>目前尚不清楚汽车行业需要多长时间才能交付真正的自动驾驶汽车。然而，周四晚上，当特斯拉（股票代码：TSLA）举办人工智能日时，投资者将接受有关最先进技术的教育。</blockquote></p><p> The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p><p><blockquote>该活动可能会在下午5点左右开始在公司网站上进行直播。东部标准时间。网络广播的链接尚不可用。该公司没有回应对活动议程置评的请求。</blockquote></p><p> Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p><p><blockquote>即使投资者并不完全理解，人们谈论的大部分内容也不会令人惊讶。这些都是已知的未知。</blockquote></p><p> Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p><p><blockquote>特斯拉应该向投资者通报其被称为全自动驾驶的驾驶员辅助功能的最新情况。更重要的是，该公司将描述垂直整合的好处。特斯拉制造硬件——带有自己微芯片的计算机——和软件。特斯拉甚至可能给出一个更明确的时间表，说明4级自动驾驶汽车何时准备就绪。</blockquote></p><p> Roth Capital analyst&nbsp;Craig Irwin&nbsp;doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p><p><blockquote>不过，Roth Capital分析师Craig Irwin并不认为4级技术即将出现。他告诉<i>巴伦周刊</i>计算能力和相机分辨率还不存在。“特斯拉将努力展示汽车人工智能领域的技术领先地位，”欧文说。“现实可能远没有他们的说法那么令人兴奋。”</blockquote></p><p> Irwin rates Tesla shares Hold. His price target is just $150 a share.</p><p><blockquote>欧文将特斯拉股票评级为持有。他的目标价仅为每股150美元。</blockquote></p><p> The car industry essentially defines&nbsp;five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p><p><blockquote>汽车行业基本上定义了五个级别的自动驾驶。1级无非就是定速巡航。2级系统现在可以在汽车上使用，它结合了自适应巡航和车道保持辅助等功能，使汽车能够自己做很多事情。然而，使用2级系统，驾驶员仍然需要100%的时间集中注意力。</blockquote></p><p> Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst&nbsp;Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p><p><blockquote>3级系统将允许驾驶员在部分时间停止注意力。第四级会让他们在大部分时间里停止注意力。5级意味着汽车总是做所有事情。Global X分析师Pedro Palandrani表示：“5级自治并不是一件容易的事。”技术需要解决许多独特的情况，例如恶劣天气或土路。“但四级足以改变世界。”他补充道。他对4级系统的时间安排比欧文更乐观，并希望特斯拉在活动中提供更多的时间细节。</blockquote></p><p> Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p><p><blockquote>除了技术故障和4级时机之外，该公司可能会给投资者带来一些惊喜。帕兰德拉尼有两个想法。</blockquote></p><p> For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p><p><blockquote>首先，特斯拉可能会表示愿意将其硬件和软件出售给其他汽车公司。这将给特斯拉带来其他意想不到的收入来源。特斯拉已经向车主提供全自动驾驶服务，按月订阅。这对于汽车行业来说是新鲜事，并为任何拥有必要技术的人开辟了经常性收入来源。然而，对于投资者来说，向其他汽车公司出售硬件和软件将是新鲜事，也是令人惊讶的。</blockquote></p><p> Tesla might also talk about its advancements in robotics. CEO&nbsp;Elon Musk&nbsp;has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p><p><blockquote>特斯拉也可能会谈论其在机器人技术方面的进步。首席执行官埃隆·马斯克过去经常谈到制造制造机器的机器的困难。特斯拉的一些人工智能努力也可能针对制造而不仅仅是驾驶车辆。“我们只是在内部制造了数量惊人的机械，”Musk在谈到公司第二季度电话会议时表示。“这……不太明白。”</blockquote></p><p> Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p><p><blockquote>这两件事可能会令人惊讶。他们或其他花絮是否会影响股票完全是另一回事。</blockquote></p><p> Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was&nbsp;looking into accidents&nbsp;involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p><p><blockquote>特斯拉股价周一和周二下跌约7%，部分原因是NHTSA透露正在调查涉及特斯拉驾驶员辅助功能的事故。特斯拉周四肯定会强调驾驶员辅助功能的安全优势，但它是否能摆脱这一坏消息还很难说。</blockquote></p><p> “Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst&nbsp;Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)表示：“鉴于本周[NHTSA]的调查，周四成为一个更加重要的事件。”“对于特斯拉[股票]来说，本周又是艰难的一周，华尔街需要一些好消息来迎接这场人工智能盛会。”</blockquote></p><p> Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p><p><blockquote>Ives将特斯拉股票评级为买入，并将该股目标价定为1,000美元。特斯拉在自动驾驶方面的领导地位是他看涨股票的一部分。</blockquote></p><p> If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its&nbsp;battery technology eventi&nbsp;n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p><p><blockquote>如果以史为鉴，投资者应该预料到波动性。2020年9月电池技术活动后的第二天，特斯拉股价下跌10%。股价花了大约7个交易日才恢复，从电池事件到年底，特斯拉股价上涨了约86%。</blockquote></p><p></p><p> Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p><p><blockquote>特斯拉股价今年迄今已下跌约6%，落后于标准普尔500指数和道琼斯工业平均指数分别18%和15%的可比涨幅。自3月份以来，特斯拉股价的绝对值没有太大变动。当时股价高达600美元。周二收盘下跌3%，至665.71美元，但周三上涨3.5%，至688.99美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</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 AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p><p><blockquote>前国防部长唐纳德·拉姆斯菲尔德说，有已知的已知——人们知道的事情——已知的未知——人们知道他们不知道的事情——和未知的未知——人们没有意识到他们不知道的事情。这几乎概括了当今的自动驾驶技术。</blockquote></p><p> It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p><p><blockquote>目前尚不清楚汽车行业需要多长时间才能交付真正的自动驾驶汽车。然而，周四晚上，当特斯拉（股票代码：TSLA）举办人工智能日时，投资者将接受有关最先进技术的教育。</blockquote></p><p> The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p><p><blockquote>该活动可能会在下午5点左右开始在公司网站上进行直播。东部标准时间。网络广播的链接尚不可用。该公司没有回应对活动议程置评的请求。</blockquote></p><p> Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p><p><blockquote>即使投资者并不完全理解，人们谈论的大部分内容也不会令人惊讶。这些都是已知的未知。</blockquote></p><p> Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p><p><blockquote>特斯拉应该向投资者通报其被称为全自动驾驶的驾驶员辅助功能的最新情况。更重要的是，该公司将描述垂直整合的好处。特斯拉制造硬件——带有自己微芯片的计算机——和软件。特斯拉甚至可能给出一个更明确的时间表，说明4级自动驾驶汽车何时准备就绪。</blockquote></p><p> Roth Capital analyst&nbsp;Craig Irwin&nbsp;doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p><p><blockquote>不过，Roth Capital分析师Craig Irwin并不认为4级技术即将出现。他告诉<i>巴伦周刊</i>计算能力和相机分辨率还不存在。“特斯拉将努力展示汽车人工智能领域的技术领先地位，”欧文说。“现实可能远没有他们的说法那么令人兴奋。”</blockquote></p><p> Irwin rates Tesla shares Hold. His price target is just $150 a share.</p><p><blockquote>欧文将特斯拉股票评级为持有。他的目标价仅为每股150美元。</blockquote></p><p> The car industry essentially defines&nbsp;five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p><p><blockquote>汽车行业基本上定义了五个级别的自动驾驶。1级无非就是定速巡航。2级系统现在可以在汽车上使用，它结合了自适应巡航和车道保持辅助等功能，使汽车能够自己做很多事情。然而，使用2级系统，驾驶员仍然需要100%的时间集中注意力。</blockquote></p><p> Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst&nbsp;Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p><p><blockquote>3级系统将允许驾驶员在部分时间停止注意力。第四级会让他们在大部分时间里停止注意力。5级意味着汽车总是做所有事情。Global X分析师Pedro Palandrani表示：“5级自治并不是一件容易的事。”技术需要解决许多独特的情况，例如恶劣天气或土路。“但四级足以改变世界。”他补充道。他对4级系统的时间安排比欧文更乐观，并希望特斯拉在活动中提供更多的时间细节。</blockquote></p><p> Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p><p><blockquote>除了技术故障和4级时机之外，该公司可能会给投资者带来一些惊喜。帕兰德拉尼有两个想法。</blockquote></p><p> For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p><p><blockquote>首先，特斯拉可能会表示愿意将其硬件和软件出售给其他汽车公司。这将给特斯拉带来其他意想不到的收入来源。特斯拉已经向车主提供全自动驾驶服务，按月订阅。这对于汽车行业来说是新鲜事，并为任何拥有必要技术的人开辟了经常性收入来源。然而，对于投资者来说，向其他汽车公司出售硬件和软件将是新鲜事，也是令人惊讶的。</blockquote></p><p> Tesla might also talk about its advancements in robotics. CEO&nbsp;Elon Musk&nbsp;has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p><p><blockquote>特斯拉也可能会谈论其在机器人技术方面的进步。首席执行官埃隆·马斯克过去经常谈到制造制造机器的机器的困难。特斯拉的一些人工智能努力也可能针对制造而不仅仅是驾驶车辆。“我们只是在内部制造了数量惊人的机械，”Musk在谈到公司第二季度电话会议时表示。“这……不太明白。”</blockquote></p><p> Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p><p><blockquote>这两件事可能会令人惊讶。他们或其他花絮是否会影响股票完全是另一回事。</blockquote></p><p> Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was&nbsp;looking into accidents&nbsp;involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p><p><blockquote>特斯拉股价周一和周二下跌约7%，部分原因是NHTSA透露正在调查涉及特斯拉驾驶员辅助功能的事故。特斯拉周四肯定会强调驾驶员辅助功能的安全优势，但它是否能摆脱这一坏消息还很难说。</blockquote></p><p> “Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst&nbsp;Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)表示：“鉴于本周[NHTSA]的调查，周四成为一个更加重要的事件。”“对于特斯拉[股票]来说，本周又是艰难的一周，华尔街需要一些好消息来迎接这场人工智能盛会。”</blockquote></p><p> Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p><p><blockquote>Ives将特斯拉股票评级为买入，并将该股目标价定为1,000美元。特斯拉在自动驾驶方面的领导地位是他看涨股票的一部分。</blockquote></p><p> If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its&nbsp;battery technology eventi&nbsp;n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p><p><blockquote>如果以史为鉴，投资者应该预料到波动性。2020年9月电池技术活动后的第二天，特斯拉股价下跌10%。股价花了大约7个交易日才恢复，从电池事件到年底，特斯拉股价上涨了约86%。</blockquote></p><p></p><p> Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p><p><blockquote>特斯拉股价今年迄今已下跌约6%，落后于标准普尔500指数和道琼斯工业平均指数分别18%和15%的可比涨幅。自3月份以来，特斯拉股价的绝对值没有太大变动。当时股价高达600美元。周二收盘下跌3%，至665.71美元，但周三上涨3.5%，至688.99美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181909905","content_text":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.\nIt isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.\nThe event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.\nMuch of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.\nTesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.\nRoth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tellsBarron’sthe computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”\nIrwin rates Tesla shares Hold. His price target is just $150 a share.\nThe car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.\nLevel 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.\nBeyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.\nFor starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.\nTesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”\nThose are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.\nTesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.\n“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”\nIves rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.\nIf history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.\nTesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830621171,"gmtCreate":1629071655193,"gmtModify":1633687692377,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK likjj","listText":"OK likjj","text":"OK likjj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830621171","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":832692901,"gmtCreate":1629615541103,"gmtModify":1633683726110,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832692901","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":694411941,"gmtCreate":1642074125693,"gmtModify":1642074206805,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694411941","repostId":"1186224135","repostType":2,"repost":{"id":"1186224135","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642073038,"share":"https://www.laohu8.com/m/news/1186224135?lang=zh_CN&edition=full","pubTime":"2022-01-13 19:23","market":"us","language":"en","title":"Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186224135","media":"Benzinga","summary":"Cathie Wood’sArk Investment Managementon Wednesday booked more profit inTeslaInc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle ","content":"<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三录得更多利润<b>特斯拉</b><b>Inc</b>，出售了这家电动汽车制造商的2,656股股票，根据最新收盘价估计价值290万美元。</body></html></blockquote></p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p><blockquote>The<b>埃隆·马斯克</b>-led公司股价周三收盘上涨3.9%，至每股1,106.2美元。</blockquote></p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology &amp; Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>Ark Invest通过其三只交易所交易基金持有特斯拉的股票——<b>方舟创新ETF</b>，该<b>Ark自主技术与机器人ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉约161万股股票，价值17.2亿美元。</blockquote></p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p><blockquote>特斯拉在2021年结束时创下了最高的季度和全年交付量。这家总部位于德克萨斯州奥斯汀的电动汽车制造商的Giga Shanghai占该电动汽车制造商2021年全球交付量的一半以上。</blockquote></p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p><blockquote>Ark Invest的创始人伍德看涨特斯拉，并为该电动汽车股票设定了2025年3,000美元的目标价。自9月份股价上涨突破1万亿美元市值后，该投资公司一直在出售特斯拉股票。</blockquote></p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p><blockquote>总部位于佛罗里达州圣彼得堡的Ark最近也增持了这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p>Here are a few other key Ark Invest trades from Wednesday:</p><p><blockquote>以下是周三Ark Invest的其他一些关键交易：</blockquote></p><p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html></p><p><blockquote><ul><li>购买了70,259股股票——估计价值约1200万美元<b>Zoom Video通信公司</b>在下降。Zoom股价周三收盘下跌3%，至每股170.6美元。</li><li>购买了628,636股股票，估计价值1,050万美元<b>Palantir技术公司</b>该公司股价收盘下跌1%，至每股16.7美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead<blockquote>凯西·伍德(Cathie Wood)周三又出售了价值300万美元的特斯拉股票——以下是她购买的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2022-01-13 19:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三录得更多利润<b>特斯拉</b><b>Inc</b>，出售了这家电动汽车制造商的2,656股股票，根据最新收盘价估计价值290万美元。</body></html></blockquote></p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p><blockquote>The<b>埃隆·马斯克</b>-led公司股价周三收盘上涨3.9%，至每股1,106.2美元。</blockquote></p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology &amp; Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>Ark Invest通过其三只交易所交易基金持有特斯拉的股票——<b>方舟创新ETF</b>，该<b>Ark自主技术与机器人ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>在周三交易之前，这三只ETF持有特斯拉约161万股股票，价值17.2亿美元。</blockquote></p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p><blockquote>特斯拉在2021年结束时创下了最高的季度和全年交付量。这家总部位于德克萨斯州奥斯汀的电动汽车制造商的Giga Shanghai占该电动汽车制造商2021年全球交付量的一半以上。</blockquote></p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p><blockquote>Ark Invest的创始人伍德看涨特斯拉，并为该电动汽车股票设定了2025年3,000美元的目标价。自9月份股价上涨突破1万亿美元市值后，该投资公司一直在出售特斯拉股票。</blockquote></p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p><blockquote>总部位于佛罗里达州圣彼得堡的Ark最近也增持了这家在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>.</blockquote></p><p>Here are a few other key Ark Invest trades from Wednesday:</p><p><blockquote>以下是周三Ark Invest的其他一些关键交易：</blockquote></p><p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html></p><p><blockquote><ul><li>购买了70,259股股票——估计价值约1200万美元<b>Zoom Video通信公司</b>在下降。Zoom股价周三收盘下跌3%，至每股170.6美元。</li><li>购买了628,636股股票，估计价值1,050万美元<b>Palantir技术公司</b>该公司股价收盘下跌1%，至每股16.7美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","ZM":"Zoom","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186224135","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Next Generation Internet ETF.The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc.Here are a few other key Ark Invest trades from Wednesday:Bought 70,259 shares — estimated to be about $12 million — in Zoom Video Communications Inc on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.Bought 628,636 shares — estimated to be worth $10.5 million — in Palantir Technologies Inc. Shares of the company closed 1% lower at $16.7 a share.","news_type":1,"symbols_score_info":{"PLTR":0.9,"ZM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838499079,"gmtCreate":1629422594191,"gmtModify":1633684963721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838499079","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831551830,"gmtCreate":1629336712920,"gmtModify":1633685593193,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831551830","repostId":"1181909905","repostType":2,"repost":{"id":"1181909905","kind":"news","pubTimestamp":1629332628,"share":"https://www.laohu8.com/m/news/1181909905?lang=zh_CN&edition=full","pubTime":"2021-08-19 08:23","market":"us","language":"en","title":"Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181909905","media":"Barrons","summary":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla  hosts its artificial intelligence day.","content":"<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p><p><blockquote>前国防部长唐纳德·拉姆斯菲尔德说，有已知的已知——人们知道的事情——已知的未知——人们知道他们不知道的事情——和未知的未知——人们没有意识到他们不知道的事情。这几乎概括了当今的自动驾驶技术。</blockquote></p><p> It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p><p><blockquote>目前尚不清楚汽车行业需要多长时间才能交付真正的自动驾驶汽车。然而，周四晚上，当特斯拉（股票代码：TSLA）举办人工智能日时，投资者将接受有关最先进技术的教育。</blockquote></p><p> The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p><p><blockquote>该活动可能会在下午5点左右开始在公司网站上进行直播。东部标准时间。网络广播的链接尚不可用。该公司没有回应对活动议程置评的请求。</blockquote></p><p> Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p><p><blockquote>即使投资者并不完全理解，人们谈论的大部分内容也不会令人惊讶。这些都是已知的未知。</blockquote></p><p> Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p><p><blockquote>特斯拉应该向投资者通报其被称为全自动驾驶的驾驶员辅助功能的最新情况。更重要的是，该公司将描述垂直整合的好处。特斯拉制造硬件——带有自己微芯片的计算机——和软件。特斯拉甚至可能给出一个更明确的时间表，说明4级自动驾驶汽车何时准备就绪。</blockquote></p><p> Roth Capital analyst&nbsp;Craig Irwin&nbsp;doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p><p><blockquote>不过，Roth Capital分析师Craig Irwin并不认为4级技术即将出现。他告诉<i>巴伦周刊</i>计算能力和相机分辨率还不存在。“特斯拉将努力展示汽车人工智能领域的技术领先地位，”欧文说。“现实可能远没有他们的说法那么令人兴奋。”</blockquote></p><p> Irwin rates Tesla shares Hold. His price target is just $150 a share.</p><p><blockquote>欧文将特斯拉股票评级为持有。他的目标价仅为每股150美元。</blockquote></p><p> The car industry essentially defines&nbsp;five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p><p><blockquote>汽车行业基本上定义了五个级别的自动驾驶。1级无非就是定速巡航。2级系统现在可以在汽车上使用，它结合了自适应巡航和车道保持辅助等功能，使汽车能够自己做很多事情。然而，使用2级系统，驾驶员仍然需要100%的时间集中注意力。</blockquote></p><p> Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst&nbsp;Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p><p><blockquote>3级系统将允许驾驶员在部分时间停止注意力。第四级会让他们在大部分时间里停止注意力。5级意味着汽车总是做所有事情。Global X分析师Pedro Palandrani表示：“5级自治并不是一件容易的事。”技术需要解决许多独特的情况，例如恶劣天气或土路。“但四级足以改变世界。”他补充道。他对4级系统的时间安排比欧文更乐观，并希望特斯拉在活动中提供更多的时间细节。</blockquote></p><p> Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p><p><blockquote>除了技术故障和4级时机之外，该公司可能会给投资者带来一些惊喜。帕兰德拉尼有两个想法。</blockquote></p><p> For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p><p><blockquote>首先，特斯拉可能会表示愿意将其硬件和软件出售给其他汽车公司。这将给特斯拉带来其他意想不到的收入来源。特斯拉已经向车主提供全自动驾驶服务，按月订阅。这对于汽车行业来说是新鲜事，并为任何拥有必要技术的人开辟了经常性收入来源。然而，对于投资者来说，向其他汽车公司出售硬件和软件将是新鲜事，也是令人惊讶的。</blockquote></p><p> Tesla might also talk about its advancements in robotics. CEO&nbsp;Elon Musk&nbsp;has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p><p><blockquote>特斯拉也可能会谈论其在机器人技术方面的进步。首席执行官埃隆·马斯克过去经常谈到制造制造机器的机器的困难。特斯拉的一些人工智能努力也可能针对制造而不仅仅是驾驶车辆。“我们只是在内部制造了数量惊人的机械，”Musk在谈到公司第二季度电话会议时表示。“这……不太明白。”</blockquote></p><p> Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p><p><blockquote>这两件事可能会令人惊讶。他们或其他花絮是否会影响股票完全是另一回事。</blockquote></p><p> Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was&nbsp;looking into accidents&nbsp;involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p><p><blockquote>特斯拉股价周一和周二下跌约7%，部分原因是NHTSA透露正在调查涉及特斯拉驾驶员辅助功能的事故。特斯拉周四肯定会强调驾驶员辅助功能的安全优势，但它是否能摆脱这一坏消息还很难说。</blockquote></p><p> “Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst&nbsp;Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)表示：“鉴于本周[NHTSA]的调查，周四成为一个更加重要的事件。”“对于特斯拉[股票]来说，本周又是艰难的一周，华尔街需要一些好消息来迎接这场人工智能盛会。”</blockquote></p><p> Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p><p><blockquote>Ives将特斯拉股票评级为买入，并将该股目标价定为1,000美元。特斯拉在自动驾驶方面的领导地位是他看涨股票的一部分。</blockquote></p><p> If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its&nbsp;battery technology eventi&nbsp;n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p><p><blockquote>如果以史为鉴，投资者应该预料到波动性。2020年9月电池技术活动后的第二天，特斯拉股价下跌10%。股价花了大约7个交易日才恢复，从电池事件到年底，特斯拉股价上涨了约86%。</blockquote></p><p></p><p> Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p><p><blockquote>特斯拉股价今年迄今已下跌约6%，落后于标准普尔500指数和道琼斯工业平均指数分别18%和15%的可比涨幅。自3月份以来，特斯拉股价的绝对值没有太大变动。当时股价高达600美元。周二收盘下跌3%，至665.71美元，但周三上涨3.5%，至688.99美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</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 AI Day Is Thursday. Why It’s a Big Day for the Stock.<blockquote>特斯拉人工智能日是周四。为什么今天是该股的大日子。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p><p><blockquote>前国防部长唐纳德·拉姆斯菲尔德说，有已知的已知——人们知道的事情——已知的未知——人们知道他们不知道的事情——和未知的未知——人们没有意识到他们不知道的事情。这几乎概括了当今的自动驾驶技术。</blockquote></p><p> It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p><p><blockquote>目前尚不清楚汽车行业需要多长时间才能交付真正的自动驾驶汽车。然而，周四晚上，当特斯拉（股票代码：TSLA）举办人工智能日时，投资者将接受有关最先进技术的教育。</blockquote></p><p> The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p><p><blockquote>该活动可能会在下午5点左右开始在公司网站上进行直播。东部标准时间。网络广播的链接尚不可用。该公司没有回应对活动议程置评的请求。</blockquote></p><p> Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p><p><blockquote>即使投资者并不完全理解，人们谈论的大部分内容也不会令人惊讶。这些都是已知的未知。</blockquote></p><p> Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p><p><blockquote>特斯拉应该向投资者通报其被称为全自动驾驶的驾驶员辅助功能的最新情况。更重要的是，该公司将描述垂直整合的好处。特斯拉制造硬件——带有自己微芯片的计算机——和软件。特斯拉甚至可能给出一个更明确的时间表，说明4级自动驾驶汽车何时准备就绪。</blockquote></p><p> Roth Capital analyst&nbsp;Craig Irwin&nbsp;doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p><p><blockquote>不过，Roth Capital分析师Craig Irwin并不认为4级技术即将出现。他告诉<i>巴伦周刊</i>计算能力和相机分辨率还不存在。“特斯拉将努力展示汽车人工智能领域的技术领先地位，”欧文说。“现实可能远没有他们的说法那么令人兴奋。”</blockquote></p><p> Irwin rates Tesla shares Hold. His price target is just $150 a share.</p><p><blockquote>欧文将特斯拉股票评级为持有。他的目标价仅为每股150美元。</blockquote></p><p> The car industry essentially defines&nbsp;five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p><p><blockquote>汽车行业基本上定义了五个级别的自动驾驶。1级无非就是定速巡航。2级系统现在可以在汽车上使用，它结合了自适应巡航和车道保持辅助等功能，使汽车能够自己做很多事情。然而，使用2级系统，驾驶员仍然需要100%的时间集中注意力。</blockquote></p><p> Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst&nbsp;Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p><p><blockquote>3级系统将允许驾驶员在部分时间停止注意力。第四级会让他们在大部分时间里停止注意力。5级意味着汽车总是做所有事情。Global X分析师Pedro Palandrani表示：“5级自治并不是一件容易的事。”技术需要解决许多独特的情况，例如恶劣天气或土路。“但四级足以改变世界。”他补充道。他对4级系统的时间安排比欧文更乐观，并希望特斯拉在活动中提供更多的时间细节。</blockquote></p><p> Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p><p><blockquote>除了技术故障和4级时机之外，该公司可能会给投资者带来一些惊喜。帕兰德拉尼有两个想法。</blockquote></p><p> For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p><p><blockquote>首先，特斯拉可能会表示愿意将其硬件和软件出售给其他汽车公司。这将给特斯拉带来其他意想不到的收入来源。特斯拉已经向车主提供全自动驾驶服务，按月订阅。这对于汽车行业来说是新鲜事，并为任何拥有必要技术的人开辟了经常性收入来源。然而，对于投资者来说，向其他汽车公司出售硬件和软件将是新鲜事，也是令人惊讶的。</blockquote></p><p> Tesla might also talk about its advancements in robotics. CEO&nbsp;Elon Musk&nbsp;has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p><p><blockquote>特斯拉也可能会谈论其在机器人技术方面的进步。首席执行官埃隆·马斯克过去经常谈到制造制造机器的机器的困难。特斯拉的一些人工智能努力也可能针对制造而不仅仅是驾驶车辆。“我们只是在内部制造了数量惊人的机械，”Musk在谈到公司第二季度电话会议时表示。“这……不太明白。”</blockquote></p><p> Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p><p><blockquote>这两件事可能会令人惊讶。他们或其他花絮是否会影响股票完全是另一回事。</blockquote></p><p> Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was&nbsp;looking into accidents&nbsp;involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p><p><blockquote>特斯拉股价周一和周二下跌约7%，部分原因是NHTSA透露正在调查涉及特斯拉驾驶员辅助功能的事故。特斯拉周四肯定会强调驾驶员辅助功能的安全优势，但它是否能摆脱这一坏消息还很难说。</blockquote></p><p> “Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst&nbsp;Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p><p><blockquote>Wedbush分析师丹·艾夫斯(Dan Ives)表示：“鉴于本周[NHTSA]的调查，周四成为一个更加重要的事件。”“对于特斯拉[股票]来说，本周又是艰难的一周，华尔街需要一些好消息来迎接这场人工智能盛会。”</blockquote></p><p> Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p><p><blockquote>Ives将特斯拉股票评级为买入，并将该股目标价定为1,000美元。特斯拉在自动驾驶方面的领导地位是他看涨股票的一部分。</blockquote></p><p> If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its&nbsp;battery technology eventi&nbsp;n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p><p><blockquote>如果以史为鉴，投资者应该预料到波动性。2020年9月电池技术活动后的第二天，特斯拉股价下跌10%。股价花了大约7个交易日才恢复，从电池事件到年底，特斯拉股价上涨了约86%。</blockquote></p><p></p><p> Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p><p><blockquote>特斯拉股价今年迄今已下跌约6%，落后于标准普尔500指数和道琼斯工业平均指数分别18%和15%的可比涨幅。自3月份以来，特斯拉股价的绝对值没有太大变动。当时股价高达600美元。周二收盘下跌3%，至665.71美元，但周三上涨3.5%，至688.99美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181909905","content_text":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.\nIt isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.\nThe event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.\nMuch of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.\nTesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.\nRoth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tellsBarron’sthe computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”\nIrwin rates Tesla shares Hold. His price target is just $150 a share.\nThe car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.\nLevel 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.\nBeyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.\nFor starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.\nTesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”\nThose are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.\nTesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.\n“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”\nIves rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.\nIf history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.\nTesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813559759,"gmtCreate":1630217766571,"gmtModify":1704957180745,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813559759","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":2264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":630657150,"gmtCreate":1642839189212,"gmtModify":1642839189408,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630657150","repostId":"1116834406","repostType":4,"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630006211,"gmtCreate":1642610334397,"gmtModify":1642610334637,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"ook","listText":"ook","text":"ook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630006211","repostId":"2204307707","repostType":4,"isVote":1,"tweetType":1,"viewCount":2452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400925579497808,"gmtCreate":1738889764692,"gmtModify":1738890072549,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[{"img":"https://static.tigerbbs.com/092ec54d055797dc5e762eb712806943","width":"588","height":"1112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400925579497808","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":400925402837416,"gmtCreate":1738889714051,"gmtModify":1738889718721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[{"img":"https://static.tigerbbs.com/8042a45b5cbf3aa08e8b39f0dce8c6fa","width":"588","height":"1112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400925402837416","isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":615987082,"gmtCreate":1652747511246,"gmtModify":1652747514497,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错，转发给大家看","listText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错，转发给大家看","text":"回复 @Wait_Flowers:ok//@Wait_Flowers:这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615987082","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"美股能在周三反弹吗？","htmlText":"周一盘前打开行情大吃一惊，千亿以上市值的公司，竟然没有一家是上涨的，属实罕见，也证明了上周五的猜想：权重股接棒成长股变为大盘下跌主力。截止到5月6日，2022年纳斯达克下跌23%，标普下跌14%。按照熊市标准，纳斯达克熊了，标普没熊。然而万亿新贵当中，只有苹果目前维持13%的跌幅，其余成员全部跌破20%熊市大关。 &nbsp;如果有一天苹果年跌幅也跌破20%，即跌破$146，会怎么样呢？其实快一点，估计这两天就可以看到苹果跌破20%，$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点，那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍，还是互相敷衍一下就给空方让路了，取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势，原油价格依旧走强，供应链依旧迟迟没有改善，我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测，周三美国将发布4月CPI数据，市场普遍预测4月的CPI同比增速放缓，显现出见顶的迹象，环比增速将从1.2%降至0.2%，同比增速将从8.5%降至8.1%，核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事，根据以往被华尔街折磨的经验，说明这个预测数据大概率没啥问题，通胀确实有所缓解，数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束，福特计划出售其持有的800万股股票，目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌，让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊，千亿以上市值的公司，竟然没有一家是上涨的，属实罕见，也证明了上周五的猜想：权重股接棒成长股变为大盘下跌主力。截止到5月6日，2022年纳斯达克下跌23%，标普下跌14%。按照熊市标准，纳斯达克熊了，标普没熊。然而万亿新贵当中，只有苹果目前维持13%的跌幅，其余成员全部跌破20%熊市大关。 &nbsp;如果有一天苹果年跌幅也跌破20%，即跌破$146，会怎么样呢？其实快一点，估计这两天就可以看到苹果跌破20%，$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点，那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍，还是互相敷衍一下就给空方让路了，取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势，原油价格依旧走强，供应链依旧迟迟没有改善，我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测，周三美国将发布4月CPI数据，市场普遍预测4月的CPI同比增速放缓，显现出见顶的迹象，环比增速将从1.2%降至0.2%，同比增速将从8.5%降至8.1%，核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事，根据以往被华尔街折磨的经验，说明这个预测数据大概率没啥问题，通胀确实有所缓解，数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束，福特计划出售其持有的800万股股票，目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌，让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊，千亿以上市值的公司，竟然没有一家是上涨的，属实罕见，也证明了上周五的猜想：权重股接棒成长股变为大盘下跌主力。截止到5月6日，2022年纳斯达克下跌23%，标普下跌14%。按照熊市标准，纳斯达克熊了，标普没熊。然而万亿新贵当中，只有苹果目前维持13%的跌幅，其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%，即跌破$146，会怎么样呢？其实快一点，估计这两天就可以看到苹果跌破20%，$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点，那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍，还是互相敷衍一下就给空方让路了，取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势，原油价格依旧走强，供应链依旧迟迟没有改善，我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测，周三美国将发布4月CPI数据，市场普遍预测4月的CPI同比增速放缓，显现出见顶的迹象，环比增速将从1.2%降至0.2%，同比增速将从8.5%降至8.1%，核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事，根据以往被华尔街折磨的经验，说明这个预测数据大概率没啥问题，通胀确实有所缓解，数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束，福特计划出售其持有的800万股股票，目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌，让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618940067,"gmtCreate":1650846167059,"gmtModify":1650846167234,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","listText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","text":"回复 @电脑:ok//@电脑:阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618940067","repostId":"618075764","repostType":1,"repost":{"id":618075764,"gmtCreate":1650770229744,"gmtModify":1650852656486,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场对美联储加息有点反应过度了，建议开盘关注这些资产","htmlText":"今夜，又有重要喊话出来，大概提了将近十点，不过大家看一下标题基本上就明白重点，目前已经开的美股里面，中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据，我认为，近期美元的资金回流在全球范围内非常的明显，只不过对于美联储的加息炒作，也经历了三个阶段： 第一阶段，加息阶段，即今年元旦后到俄乌危机爆发前； 第二阶段，大幅加息阶段，即俄乌危机爆发后，各种制裁导致通胀进一步高企的预期； 第三阶段，更快大幅阶段，即现在，美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢？相当于未来剩余的6次利率会议，有4次需要加息50个基点，而有两次加息25个基点。 当然，最夸张的还是要数美联储最大的鹰派布拉德，看见没有？当很多美联储官员觉得中性利率是2.5%的时候，人家布大嘴认为，3.5%才是天花板。 因此，许导认为，市场现在的预期有点反应过度了，下个阶段很有可能会发生的事情，就是炒作美联储加息减码，届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后，多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波，不过3月16日的金融委会议给市场确立了政策底，另外近期部分公司披露了积极的1-2月份经营数据，公司回购规模也处于历史高位。市场开始回暖，但是反弹不是一蹴而就，预计会在低位反复震荡。 在市场弱势的背景下，确定性成了机构们关注的焦点。行业配置方面，机构普遍有四点共识： 第一，4月进入财报季，财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看，食品饮料为代表的的大消费板块业绩亮眼；另外PPI和CPI剪刀差缩窄，按照历史经验消费板块有望领涨。建议关注建议关注：高确定性的白酒和医疗，以及受益于通胀预期的食品、纺服等必须消费板块。 第二，有政策背书的稳增长方向，有望贯穿全年。 稳增长方向也非常值得","listText":"今夜，又有重要喊话出来，大概提了将近十点，不过大家看一下标题基本上就明白重点，目前已经开的美股里面，中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据，我认为，近期美元的资金回流在全球范围内非常的明显，只不过对于美联储的加息炒作，也经历了三个阶段： 第一阶段，加息阶段，即今年元旦后到俄乌危机爆发前； 第二阶段，大幅加息阶段，即俄乌危机爆发后，各种制裁导致通胀进一步高企的预期； 第三阶段，更快大幅阶段，即现在，美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢？相当于未来剩余的6次利率会议，有4次需要加息50个基点，而有两次加息25个基点。 当然，最夸张的还是要数美联储最大的鹰派布拉德，看见没有？当很多美联储官员觉得中性利率是2.5%的时候，人家布大嘴认为，3.5%才是天花板。 因此，许导认为，市场现在的预期有点反应过度了，下个阶段很有可能会发生的事情，就是炒作美联储加息减码，届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后，多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波，不过3月16日的金融委会议给市场确立了政策底，另外近期部分公司披露了积极的1-2月份经营数据，公司回购规模也处于历史高位。市场开始回暖，但是反弹不是一蹴而就，预计会在低位反复震荡。 在市场弱势的背景下，确定性成了机构们关注的焦点。行业配置方面，机构普遍有四点共识： 第一，4月进入财报季，财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看，食品饮料为代表的的大消费板块业绩亮眼；另外PPI和CPI剪刀差缩窄，按照历史经验消费板块有望领涨。建议关注建议关注：高确定性的白酒和医疗，以及受益于通胀预期的食品、纺服等必须消费板块。 第二，有政策背书的稳增长方向，有望贯穿全年。 稳增长方向也非常值得","text":"今夜，又有重要喊话出来，大概提了将近十点，不过大家看一下标题基本上就明白重点，目前已经开的美股里面，中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据，我认为，近期美元的资金回流在全球范围内非常的明显，只不过对于美联储的加息炒作，也经历了三个阶段： 第一阶段，加息阶段，即今年元旦后到俄乌危机爆发前； 第二阶段，大幅加息阶段，即俄乌危机爆发后，各种制裁导致通胀进一步高企的预期； 第三阶段，更快大幅阶段，即现在，美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢？相当于未来剩余的6次利率会议，有4次需要加息50个基点，而有两次加息25个基点。 当然，最夸张的还是要数美联储最大的鹰派布拉德，看见没有？当很多美联储官员觉得中性利率是2.5%的时候，人家布大嘴认为，3.5%才是天花板。 因此，许导认为，市场现在的预期有点反应过度了，下个阶段很有可能会发生的事情，就是炒作美联储加息减码，届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后，多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波，不过3月16日的金融委会议给市场确立了政策底，另外近期部分公司披露了积极的1-2月份经营数据，公司回购规模也处于历史高位。市场开始回暖，但是反弹不是一蹴而就，预计会在低位反复震荡。 在市场弱势的背景下，确定性成了机构们关注的焦点。行业配置方面，机构普遍有四点共识： 第一，4月进入财报季，财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看，食品饮料为代表的的大消费板块业绩亮眼；另外PPI和CPI剪刀差缩窄，按照历史经验消费板块有望领涨。建议关注建议关注：高确定性的白酒和医疗，以及受益于通胀预期的食品、纺服等必须消费板块。 第二，有政策背书的稳增长方向，有望贯穿全年。 稳增长方向也非常值得","images":[{"img":"https://static.tigerbbs.com/37696acb831fcf658fb2f8548707fffc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618075764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636068750,"gmtCreate":1645589216770,"gmtModify":1645589216909,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:？","listText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:？","text":"回复 @万里长青:ok//@万里长青:？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636068750","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639736830,"gmtCreate":1643436167320,"gmtModify":1643436167458,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","listText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","text":"回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736830","repostId":"639682139","repostType":1,"repost":{"id":639682139,"gmtCreate":1643275897926,"gmtModify":1643295475096,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 黑暗中的曙光，德州仪器业绩大超预期！","htmlText":"作者：昨辰摘要：TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器（TI）发布超预期21Q4及全年财报和22Q1指引，股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下，这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住，那企稳的拐点或将出现。截止22年1月26日收盘，德州仪器（TI）21年全年涨幅为17.53%，22年至今涨幅为-5.38%，跑赢同期标普500指数(SPY：-8.75%)、纳指100ETF(QQQ：-13.39%)及费城半导体指数(SOXX：-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源：Tradingview从季度财报情况来看，受益于公司强大的产品组合实力和不断扩大的制造能力，模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元，好于预期的44.3亿美元；净利润同比增26.7%至21.38亿美元；摊薄后EPS同比增26.1%，同样超预期（2.27 vs 1.95）。从全年来看，21年营收同比增26.9%至183.44亿美元；净利润同比增38.9%至77.69亿美元；摊薄后EPS同比增38.4%至8.26美元。总体来看，21年全年业绩表现在半导体超级周期之下算是中规中矩，不能说特别出彩，但是相当的稳健。那为什么TI能这么稳呢？主要是因为德州仪器拥有广泛的产品线和卓越的制造能力：TI旗下有八万多种产品，在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂，每年生产数百亿颗芯片，售价从两分美金（差不多0.1元人民币）到三百美金不等，这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","listText":"作者：昨辰摘要：TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器（TI）发布超预期21Q4及全年财报和22Q1指引，股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下，这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住，那企稳的拐点或将出现。截止22年1月26日收盘，德州仪器（TI）21年全年涨幅为17.53%，22年至今涨幅为-5.38%，跑赢同期标普500指数(SPY：-8.75%)、纳指100ETF(QQQ：-13.39%)及费城半导体指数(SOXX：-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源：Tradingview从季度财报情况来看，受益于公司强大的产品组合实力和不断扩大的制造能力，模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元，好于预期的44.3亿美元；净利润同比增26.7%至21.38亿美元；摊薄后EPS同比增26.1%，同样超预期（2.27 vs 1.95）。从全年来看，21年营收同比增26.9%至183.44亿美元；净利润同比增38.9%至77.69亿美元；摊薄后EPS同比增38.4%至8.26美元。总体来看，21年全年业绩表现在半导体超级周期之下算是中规中矩，不能说特别出彩，但是相当的稳健。那为什么TI能这么稳呢？主要是因为德州仪器拥有广泛的产品线和卓越的制造能力：TI旗下有八万多种产品，在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂，每年生产数百亿颗芯片，售价从两分美金（差不多0.1元人民币）到三百美金不等，这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","text":"作者：昨辰摘要：TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器（TI）发布超预期21Q4及全年财报和22Q1指引，股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下，这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住，那企稳的拐点或将出现。截止22年1月26日收盘，德州仪器（TI）21年全年涨幅为17.53%，22年至今涨幅为-5.38%，跑赢同期标普500指数(SPY：-8.75%)、纳指100ETF(QQQ：-13.39%)及费城半导体指数(SOXX：-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源：Tradingview从季度财报情况来看，受益于公司强大的产品组合实力和不断扩大的制造能力，模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元，好于预期的44.3亿美元；净利润同比增26.7%至21.38亿美元；摊薄后EPS同比增26.1%，同样超预期（2.27 vs 1.95）。从全年来看，21年营收同比增26.9%至183.44亿美元；净利润同比增38.9%至77.69亿美元；摊薄后EPS同比增38.4%至8.26美元。总体来看，21年全年业绩表现在半导体超级周期之下算是中规中矩，不能说特别出彩，但是相当的稳健。那为什么TI能这么稳呢？主要是因为德州仪器拥有广泛的产品线和卓越的制造能力：TI旗下有八万多种产品，在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 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