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Kyeno

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0勋章

2021-12-17

Still not very attractive for either stock

Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>

2021-12-15

Buy

Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>

2021-12-13

Up up

2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</blockquote>

2021-12-13

Buy now, thank me later. Hold for long term, no butter fingers

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2021-12-13

Bottom trash

Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>

2021-12-13

0 , gone

Where Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</blockquote>

2021-12-10

Nah . Not worth

3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>

2021-12-09

Surely

TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</blockquote>

2021-12-08

Good company for the next at least 5 years

Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>

2021-12-08

Moon

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2021-12-08

Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….

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2021-12-02

Tell me your opinion about this news...

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2021-11-30

Tesla , coca cola, AT&T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies

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2021-11-29

Buy

Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>

2021-11-29

If only life is as easy as just put and hold

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2021-11-25

Another chance to tap on metaVerse

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2021-11-25

Sure thing. Invest in

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not very attractive for either stock&nbsp;","listText":"Still not very attractive for either stock&nbsp;","text":"Still not very attractive for either stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690770611","repostId":"1124325534","repostType":4,"repost":{"id":"1124325534","kind":"news","pubTimestamp":1639710923,"share":"https://www.laohu8.com/m/news/1124325534?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:15","market":"us","language":"en","title":"Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124325534","media":"Barrons","summary":"Communications software is in a long-term growth cycle, but there are better ways to play the sector","content":"<p> Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.</p><p><blockquote>高盛分析师Kash Rangan表示，通信软件正处于长期增长周期，但有比Zoom Video通信更好的方式来发展该行业。</blockquote></p><p> On Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.</p><p><blockquote>周四，Rangan对“通信与协作”部分进行了报道，推出了对七只股票的报道，其中包括备受关注的Zoom（股票代码：ZM），他对该股票的评级为中性。</blockquote></p><p> Rangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.</p><p><blockquote>兰根总体上看好这个机会。他发现，通信软件的潜在市场接近长期企业软件总支出的30%，在许多情况下取代了传统硬件和服务，并“延续了软件扩展到更广泛经济的总体趋势”。Rangan承认，到目前为止，云在通信领域的渗透率还不高，但他认为接受度正在不断提高，行业增长率超过30%。</blockquote></p><p> On Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.</p><p><blockquote>Rangan在Zoom上写道，该公司“仍然有望成为该行业最具战略意义的应用软件公司之一”，但他指出，经过五个季度的高速增长（季度收入增长169%至369%）与去年同期相比，该公司现在面临着具有挑战性的比较和更高的小客户流失率。他认为，公司长期维持25%的增长将是一个挑战。Rangan将该股的目标价定为200美元。</blockquote></p><p> Rangan set Buy ratings on both&nbsp;RingCentral&nbsp;(RNG), with a $240 price target, and&nbsp;Twilio&nbsp;(TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.</p><p><blockquote>Rangan对RingCentral(RNG)和Twilio(TWLO)均设定买入评级，目标价为240美元，目标价为350美元，两者的潜在回报率均较当前水平超过30%。他写道，RingCentral“为投资者提供了在一个大市场中实现多年持久高收入增长的高度可见性，竞争地位大大提高，并提供了一个完整的多模式通信和协作平台，其价值主张因Covid-19而得到提升。”在Twilio上，Rangan声称这家网站通信服务提供商“与开发者有着重要的思想共享”，管理层预计未来四年每年的增长率都将超过30%。</blockquote></p><p> Rangan sets Neutral ratings on both&nbsp;LiveVox Holdings&nbsp;(LVOX), a contact-center software provider, and&nbsp;Atlassian&nbsp;(TEAM), a provider of software-development and project-management tools.</p><p><blockquote>Rangan对联络中心软件提供商LiveVox Holdings(LVOX)和软件开发和项目管理工具提供商Atlassian(TEAM)均给予中性评级。</blockquote></p><p> The analyst starts both&nbsp;Everbridge&nbsp;(EVBG) and&nbsp;Citrix Systems&nbsp;(CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.</p><p><blockquote>分析师对Everbridge(EVBG)和Citrix Systems(CTXS)给予卖出评级。在为公司和政府机构提供大规模通知服务的Everbridge上，他认为该公司首席执行官最近辞职后存在“近期执行和中断风险”。他写道，思杰正在经历一场“复杂的云转型”，这已经推迟了其一些财务目标。他指出，该公司正在经历管理层变动，并取消了原定于10月份举行的分析师日。</blockquote></p><p> Citrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2%&nbsp;on Thursday.</p><p><blockquote>思杰上涨1.2%。周四，Twilio跌0.3%，LiveVox跌3.2%，RingCentral跌2.3%，Everbridge跌4.5%，Zoom跌0.7%，Atlassian跌5.2%。</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>Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</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\">\nBuy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-17 11:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.</p><p><blockquote>高盛分析师Kash Rangan表示，通信软件正处于长期增长周期，但有比Zoom Video通信更好的方式来发展该行业。</blockquote></p><p> On Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.</p><p><blockquote>周四，Rangan对“通信与协作”部分进行了报道，推出了对七只股票的报道，其中包括备受关注的Zoom（股票代码：ZM），他对该股票的评级为中性。</blockquote></p><p> Rangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.</p><p><blockquote>兰根总体上看好这个机会。他发现，通信软件的潜在市场接近长期企业软件总支出的30%，在许多情况下取代了传统硬件和服务，并“延续了软件扩展到更广泛经济的总体趋势”。Rangan承认，到目前为止，云在通信领域的渗透率还不高，但他认为接受度正在不断提高，行业增长率超过30%。</blockquote></p><p> On Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.</p><p><blockquote>Rangan在Zoom上写道，该公司“仍然有望成为该行业最具战略意义的应用软件公司之一”，但他指出，经过五个季度的高速增长（季度收入增长169%至369%）与去年同期相比，该公司现在面临着具有挑战性的比较和更高的小客户流失率。他认为，公司长期维持25%的增长将是一个挑战。Rangan将该股的目标价定为200美元。</blockquote></p><p> Rangan set Buy ratings on both&nbsp;RingCentral&nbsp;(RNG), with a $240 price target, and&nbsp;Twilio&nbsp;(TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.</p><p><blockquote>Rangan对RingCentral(RNG)和Twilio(TWLO)均设定买入评级，目标价为240美元，目标价为350美元，两者的潜在回报率均较当前水平超过30%。他写道，RingCentral“为投资者提供了在一个大市场中实现多年持久高收入增长的高度可见性，竞争地位大大提高，并提供了一个完整的多模式通信和协作平台，其价值主张因Covid-19而得到提升。”在Twilio上，Rangan声称这家网站通信服务提供商“与开发者有着重要的思想共享”，管理层预计未来四年每年的增长率都将超过30%。</blockquote></p><p> Rangan sets Neutral ratings on both&nbsp;LiveVox Holdings&nbsp;(LVOX), a contact-center software provider, and&nbsp;Atlassian&nbsp;(TEAM), a provider of software-development and project-management tools.</p><p><blockquote>Rangan对联络中心软件提供商LiveVox Holdings(LVOX)和软件开发和项目管理工具提供商Atlassian(TEAM)均给予中性评级。</blockquote></p><p> The analyst starts both&nbsp;Everbridge&nbsp;(EVBG) and&nbsp;Citrix Systems&nbsp;(CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.</p><p><blockquote>分析师对Everbridge(EVBG)和Citrix Systems(CTXS)给予卖出评级。在为公司和政府机构提供大规模通知服务的Everbridge上，他认为该公司首席执行官最近辞职后存在“近期执行和中断风险”。他写道，思杰正在经历一场“复杂的云转型”，这已经推迟了其一些财务目标。他指出，该公司正在经历管理层变动，并取消了原定于10月份举行的分析师日。</blockquote></p><p> Citrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2%&nbsp;on Thursday.</p><p><blockquote>思杰上涨1.2%。周四，Twilio跌0.3%，LiveVox跌3.2%，RingCentral跌2.3%，Everbridge跌4.5%，Zoom跌0.7%，Atlassian跌5.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-ringcentral-over-zoom-in-cloud-telephony-market-goldman-says-51639673714?mod=hp_LATEST\">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":{"ZM":"Zoom","RNG":"Ringcentral Inc."},"source_url":"https://www.barrons.com/articles/buy-ringcentral-over-zoom-in-cloud-telephony-market-goldman-says-51639673714?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124325534","content_text":"Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.\nOn Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.\nRangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.\nOn Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.\nRangan set Buy ratings on both RingCentral (RNG), with a $240 price target, and Twilio (TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.\nRangan sets Neutral ratings on both LiveVox Holdings (LVOX), a contact-center software provider, and Atlassian (TEAM), a provider of software-development and project-management tools.\nThe analyst starts both Everbridge (EVBG) and Citrix Systems (CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.\nCitrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2% on Thursday.","news_type":1,"symbols_score_info":{"RNG":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607627850,"gmtCreate":1639535350048,"gmtModify":1639535430188,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607627850","repostId":"1165597848","repostType":2,"repost":{"id":"1165597848","kind":"news","pubTimestamp":1639535034,"share":"https://www.laohu8.com/m/news/1165597848?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:23","market":"us","language":"en","title":"Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165597848","media":"Motley Fool","summary":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth&nbsp;in 40 years.</p><p><blockquote><b>微软</b>（纳斯达克：MSFT）股价周二收盘下跌3.3%。劳工部报告称，11月份生产者价格通胀创历史新高，同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的，这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other&nbsp;tech stocks&nbsp;as well)?</p><p><blockquote>彭博社在报道微软股价下跌时，将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软（以及其他科技股）来说到底是个坏消息呢？</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想：目前，跟踪微软股票的分析师预测，该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%，那么微软的实际收入实际上不会增长15%，而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise&nbsp;<i>faster</i>&nbsp;than 10%.</p><p><blockquote>当然，这是假设通货膨胀继续以目前的速度上升——这并不确定。然而，出于同样的原因，也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然，美联储可能会努力控制通胀率，但即便如此，消息也不全是好消息，因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下，美联储将于今天和明天召开会议，制定通胀（和利率）政策。如果他们决定加息，那么这可能会减缓经济增长，也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft&nbsp;closed the day down&nbsp;and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之，这就是微软当天收盘下跌的原因，也是微软825亿美元市值化为乌有的原因。</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>Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-15 10:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth&nbsp;in 40 years.</p><p><blockquote><b>微软</b>（纳斯达克：MSFT）股价周二收盘下跌3.3%。劳工部报告称，11月份生产者价格通胀创历史新高，同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的，这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other&nbsp;tech stocks&nbsp;as well)?</p><p><blockquote>彭博社在报道微软股价下跌时，将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软（以及其他科技股）来说到底是个坏消息呢？</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想：目前，跟踪微软股票的分析师预测，该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%，那么微软的实际收入实际上不会增长15%，而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise&nbsp;<i>faster</i>&nbsp;than 10%.</p><p><blockquote>当然，这是假设通货膨胀继续以目前的速度上升——这并不确定。然而，出于同样的原因，也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然，美联储可能会努力控制通胀率，但即便如此，消息也不全是好消息，因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下，美联储将于今天和明天召开会议，制定通胀（和利率）政策。如果他们决定加息，那么这可能会减缓经济增长，也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft&nbsp;closed the day down&nbsp;and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之，这就是微软当天收盘下跌的原因，也是微软825亿美元市值化为乌有的原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/\">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":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165597848","content_text":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.\nSo what\nReporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?\nThink about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.\nThat's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise faster than 10%.\nNow what\nGranted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.\nThe Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.\nThis, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604853197,"gmtCreate":1639374151217,"gmtModify":1639374151296,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Up up&nbsp;","listText":"Up up&nbsp;","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604853197","repostId":"1175891189","repostType":4,"repost":{"id":"1175891189","kind":"news","pubTimestamp":1639354864,"share":"https://www.laohu8.com/m/news/1175891189?lang=zh_CN&edition=full","pubTime":"2021-12-13 08:21","market":"us","language":"en","title":"2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175891189","media":"TheStreet","summary":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform st","content":"<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p><p><blockquote>随着2021年接近尾声，投资者似乎相信苹果股票将在新的一年继续表现强劲。以下是他们可能是对的两个原因。</blockquote></p><p> Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p><p><blockquote>进入2022年，华尔街分析师继续争论苹果股票是否值得买入。最近，我提出了熊市论点，如果被证明是正确的，可以预测股价下跌18%左右。</blockquote></p><p> But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p><p><blockquote>但随着苹果公司股价继续创出新高，投资者目前似乎站在多头一边。今天，我谈谈分析师最近提出的两个关键原因，这些原因表明苹果股票可能是新的一年的好选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 13、苹果手表和AirPods Pro。</span></p></blockquote></p><p> <b>iPhone: not all about the holiday</b></p><p><blockquote><b>iPhone：并非一切都与假期有关</b></blockquote></p><p> The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p><p><blockquote>最近的头条新闻凸显了iPhone在当前假期期间的预期表现。彭博社暗示，由于据称供应商取消订单，需求放缓。该数据点与华尔街早些时候对当前购物季iPhone出货量高于预期的预测相矛盾。</blockquote></p><p> But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p><p><blockquote>但DigiTimes Taiwan最近将关注的焦点转移到了更长远的领域。据该出版物称，苹果希望“明年上半年iPhone出货量增加30%，更大的目标是在2022年iPhone出货量超过3亿部。”</blockquote></p><p> If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p><p><blockquote>如果得到证实，这将意味着同比大幅改善，尤其是在今年的前几个月。请记住（下图），这家库比蒂诺公司在2021年初放弃了iPhone销售的麦克风，为2022年的增长设定了非常高的标准。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：F19以来iPhone收入增长情况。</span></p></blockquote></p><p> I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p><p><blockquote>不过，我要警告读者不要过于依赖关于iPhone销售的非官方公告。除了谣言的可靠性问题之外，对出货量增加的假设可能是对苹果为预测供应链限制而提高iPhone产量的误读。</blockquote></p><p> <b>Apple Glass: the next big thing</b></p><p><blockquote><b>苹果玻璃：下一件大事</b></blockquote></p><p> The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p><p><blockquote>2022年持有AAPL的另一个关键原因可能是推出全新的产品类别。Wedbush的Dan Ives一直将这款新设备贴上“苹果眼镜”的标签，这是该公司首次尝试渗透AR/VR（增强和虚拟现实）领域。</blockquote></p><p> Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p><p><blockquote>Ives先生更进一步，估计了新产品对苹果股价的影响。这位分析师表示，该产品的推出“最终可能会使股票的部分总价值每股增加约20美元”。</blockquote></p><p> Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p><p><blockquote>韦德布什并不是唯一一个做出乐观评估的人。摩根士丹利已经表示，苹果在2022年推出混合现实设备将成为备受争议的虚拟宇宙最终起飞的关键催化剂。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p><p><blockquote>尽管苹果股价达到每股175美元的历史高点，但我仍维持对该公司的看涨立场。在我看来，苹果作为消费科技领域最重要参与者的地位是投资论点的核心。</blockquote></p><p> However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p><p><blockquote>然而，请记住，在iPhone时代（即自2007年以来），以峰值价格购买AAPL的一年远期回报率平均“仅”为25%。相比之下，该股在下跌10%后买入时的平均年涨幅要好得多，为46%。</blockquote></p><p> From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</p><p><blockquote>因此，从目前的水平来看，我认为投资者应该期望获得比在股价下跌时买入更低的回报。</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>2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</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\">\n2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-13 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p><p><blockquote>随着2021年接近尾声，投资者似乎相信苹果股票将在新的一年继续表现强劲。以下是他们可能是对的两个原因。</blockquote></p><p> Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p><p><blockquote>进入2022年，华尔街分析师继续争论苹果股票是否值得买入。最近，我提出了熊市论点，如果被证明是正确的，可以预测股价下跌18%左右。</blockquote></p><p> But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p><p><blockquote>但随着苹果公司股价继续创出新高，投资者目前似乎站在多头一边。今天，我谈谈分析师最近提出的两个关键原因，这些原因表明苹果股票可能是新的一年的好选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 13、苹果手表和AirPods Pro。</span></p></blockquote></p><p> <b>iPhone: not all about the holiday</b></p><p><blockquote><b>iPhone：并非一切都与假期有关</b></blockquote></p><p> The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p><p><blockquote>最近的头条新闻凸显了iPhone在当前假期期间的预期表现。彭博社暗示，由于据称供应商取消订单，需求放缓。该数据点与华尔街早些时候对当前购物季iPhone出货量高于预期的预测相矛盾。</blockquote></p><p> But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p><p><blockquote>但DigiTimes Taiwan最近将关注的焦点转移到了更长远的领域。据该出版物称，苹果希望“明年上半年iPhone出货量增加30%，更大的目标是在2022年iPhone出货量超过3亿部。”</blockquote></p><p> If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p><p><blockquote>如果得到证实，这将意味着同比大幅改善，尤其是在今年的前几个月。请记住（下图），这家库比蒂诺公司在2021年初放弃了iPhone销售的麦克风，为2022年的增长设定了非常高的标准。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：F19以来iPhone收入增长情况。</span></p></blockquote></p><p> I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p><p><blockquote>不过，我要警告读者不要过于依赖关于iPhone销售的非官方公告。除了谣言的可靠性问题之外，对出货量增加的假设可能是对苹果为预测供应链限制而提高iPhone产量的误读。</blockquote></p><p> <b>Apple Glass: the next big thing</b></p><p><blockquote><b>苹果玻璃：下一件大事</b></blockquote></p><p> The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p><p><blockquote>2022年持有AAPL的另一个关键原因可能是推出全新的产品类别。Wedbush的Dan Ives一直将这款新设备贴上“苹果眼镜”的标签，这是该公司首次尝试渗透AR/VR（增强和虚拟现实）领域。</blockquote></p><p> Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p><p><blockquote>Ives先生更进一步，估计了新产品对苹果股价的影响。这位分析师表示，该产品的推出“最终可能会使股票的部分总价值每股增加约20美元”。</blockquote></p><p> Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p><p><blockquote>韦德布什并不是唯一一个做出乐观评估的人。摩根士丹利已经表示，苹果在2022年推出混合现实设备将成为备受争议的虚拟宇宙最终起飞的关键催化剂。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p><p><blockquote>尽管苹果股价达到每股175美元的历史高点，但我仍维持对该公司的看涨立场。在我看来，苹果作为消费科技领域最重要参与者的地位是投资论点的核心。</blockquote></p><p> However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p><p><blockquote>然而，请记住，在iPhone时代（即自2007年以来），以峰值价格购买AAPL的一年远期回报率平均“仅”为25%。相比之下，该股在下跌10%后买入时的平均年涨幅要好得多，为46%。</blockquote></p><p> From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</p><p><blockquote>因此，从目前的水平来看，我认为投资者应该期望获得比在股价下跌时买入更低的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175891189","content_text":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue to debate whether Apple stock is a buy as we head into 2022. Recently,I presented the bear argument that, if proven right, could foretell a drop of around 18% in the stock price.\nBut investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.\nFigure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.\niPhone: not all about the holiday\nThe recent headlines have highlighted the expected performance of the iPhone in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point contradicted earlier Wall Street projections for an above-estimate volume of iPhone shipments in the current shopping season.\nBut DigiTimes Taiwan has recently shifted the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”\nIf confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.\nFigure 2: iPhone revenue growth since F19.\nI would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.\nApple Glass: the next big thing\nThe other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been labeling the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.\nMr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.\nWedbush is not alone in its bullish assessment.Morgan Stanley has already suggested that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.\nThe Apple Maven’s take\nEven as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.\nHowever, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.\nFrom current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604853098,"gmtCreate":1639374132625,"gmtModify":1639374132702,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Buy now, thank me later. Hold for long term, no butter fingers&nbsp;","listText":"Buy now, thank me later. Hold for long term, no butter fingers&nbsp;","text":"Buy now, thank me later. Hold for long term, no butter fingers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604853098","repostId":"1184953093","repostType":2,"isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604185949,"gmtCreate":1639359597506,"gmtModify":1639360819669,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Bottom trash&nbsp;","listText":"Bottom trash&nbsp;","text":"Bottom trash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604185949","repostId":"1133845166","repostType":4,"repost":{"id":"1133845166","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</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\">\nGrab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133845166","content_text":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604182316,"gmtCreate":1639359567425,"gmtModify":1639359567549,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"0 , gone&nbsp;","listText":"0 , gone&nbsp;","text":"0 , gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604182316","repostId":"1103000405","repostType":4,"repost":{"id":"1103000405","kind":"news","pubTimestamp":1639355233,"share":"https://www.laohu8.com/m/news/1103000405?lang=zh_CN&edition=full","pubTime":"2021-12-13 08:27","market":"us","language":"en","title":"Where Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103000405","media":"Motley Fool","summary":"$Rivian Automotive, Inc.$ got loads of attention and interest after its recent IPO. And why not?The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.Rivian plans to focus on the pickup t","content":"<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>在最近的首次公开募股后，受到了大量的关注和兴趣。为什么不呢？这家新上市的公司在推出全电动皮卡方面将福特、通用和特斯拉等公司甩在了后面。其皮卡车和SUV的预订量也超过55,000份。</blockquote></p><p> Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.</p><p><blockquote>然而，Rivian还处于非常早期的阶段，截至10月份仅交付了156辆汽车。让我们看看五年后该公司及其股票的走势。</blockquote></p><p> <b>Rivian's growth plans</b></p><p><blockquote><b>Rivian的增长计划</b></blockquote></p><p> Rivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.</p><p><blockquote>Rivian计划在短期内专注于皮卡、SUV和商用货车细分市场。其重点地区最初包括美国、加拿大和西欧。从长远来看，该公司希望通过进入新的关键市场以及开发相关产品来实现增长。Rivian已开始商业化生产皮卡车R1T，并计划于12月开始生产SUV R1S和电动送货车。</blockquote></p><p> Rivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.</p><p><blockquote>Rivian位于伊利诺州Normal的生产设施预计年产能为15万台。除了R1T和R1S的55,000份预购订单外，Rivian还与亚马逊达成了到2030年购买100,000辆送货车的协议。然而，Rivian预计最早将于2025年交付所有货车。</blockquote></p><p> It expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.</p><p><blockquote>预计到2023年底将交付55,000辆R1T和R1S的预购积压。此外，Rivian预计到2023年底将达到15万辆汽车（包括商用车）的年产量。</blockquote></p><p> If things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.</p><p><blockquote>如果事情按照Rivian的计划进行，到2023年底，该公司将交付55,000辆皮卡车和SUV，此外还将交付100,000辆商用货车中的一半。五年内，它可能每年生产15万辆汽车，并且可能已经在建立新的生产设施。</blockquote></p><p> <b>What could support Rivian's growth</b></p><p><blockquote><b>什么可以支持Rivian的增长</b></blockquote></p><p> In addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.</p><p><blockquote>除了政府和监管机构对电动汽车的更广泛支持外，Rivian还有一些明显的优势。首先，它瞄准了皮卡车和SUV细分市场，这是销量最高、利润最高的汽车细分市场之一。同样，电子商务的增长正在推动对送货车辆的需求——这是Rivian的另一个关键领域。物流和电子商务公司正在将其车队转变为电动汽车，预计监管要求将会提高。</blockquote></p><p> Further, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.</p><p><blockquote>此外，Rivian自己的充电网络可能有助于其增长。Rivian希望通过自己的充电器网络吸引潜在客户并建立对该品牌的信心。与该公司的产品同步，除了州际公路之外，它还计划在冒险目的地放置充电器。到2023年底，该公司计划在600多个地点安装3,500多个快速充电器。此外，该公司计划到2023年安装超过10,000个2级充电器。</blockquote></p><p> Rivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.</p><p><blockquote>Rivian直接与客户的模式，没有经销商网络，加上自己的充电服务网络，可以帮助它提供端到端的差异化客户体验。随着时间的推移，该公司希望通过高价值服务和订阅机会将其货币化，包括会员和软件服务、融资、保险、充电、维护、维修以及Rivian自己的转售计划。</blockquote></p><p> Finally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.</p><p><blockquote>最后，最近对Rivian的兴趣表明，它已经设法成为一个知名品牌，而实际上没有在品牌上花费太多。</blockquote></p><p> <b>Is Rivian stock a buy?</b></p><p><blockquote><b>Rivian股票值得买入吗？</b></blockquote></p><p> All of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.</p><p><blockquote>所有这些因素使Rivian看起来像是一家有趣的公司。然而，值得注意的是，这些因素可能已经反映在股票的价格中。Rivian的市值超过1000亿美元，投资者对其定价堪称完美。</blockquote></p><p> In addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.</p><p><blockquote>除了执行风险，还需要考虑来自竞争的挑战。例如，福特即将推出的电动皮卡F-150 Lightning的预订量已接近20万份。同样，特斯拉、通用和其他几家公司即将推出的电动皮卡将进一步加剧对Rivian的竞争。Rivian仍需证明其能够盈利地交付车辆并按计划扩大生产规模。</blockquote></p><p> Overall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.</p><p><blockquote>总体而言，尽管Rivian看起来很有前途，但其股价可能已经反映了这一点。当该公司于12月16日发布第三季度业绩时，投资者将获得有关该公司进展的更多最新信息。</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>Where Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</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\">\nWhere Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-13 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>在最近的首次公开募股后，受到了大量的关注和兴趣。为什么不呢？这家新上市的公司在推出全电动皮卡方面将福特、通用和特斯拉等公司甩在了后面。其皮卡车和SUV的预订量也超过55,000份。</blockquote></p><p> Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.</p><p><blockquote>然而，Rivian还处于非常早期的阶段，截至10月份仅交付了156辆汽车。让我们看看五年后该公司及其股票的走势。</blockquote></p><p> <b>Rivian's growth plans</b></p><p><blockquote><b>Rivian的增长计划</b></blockquote></p><p> Rivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.</p><p><blockquote>Rivian计划在短期内专注于皮卡、SUV和商用货车细分市场。其重点地区最初包括美国、加拿大和西欧。从长远来看，该公司希望通过进入新的关键市场以及开发相关产品来实现增长。Rivian已开始商业化生产皮卡车R1T，并计划于12月开始生产SUV R1S和电动送货车。</blockquote></p><p> Rivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.</p><p><blockquote>Rivian位于伊利诺州Normal的生产设施预计年产能为15万台。除了R1T和R1S的55,000份预购订单外，Rivian还与亚马逊达成了到2030年购买100,000辆送货车的协议。然而，Rivian预计最早将于2025年交付所有货车。</blockquote></p><p> It expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.</p><p><blockquote>预计到2023年底将交付55,000辆R1T和R1S的预购积压。此外，Rivian预计到2023年底将达到15万辆汽车（包括商用车）的年产量。</blockquote></p><p> If things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.</p><p><blockquote>如果事情按照Rivian的计划进行，到2023年底，该公司将交付55,000辆皮卡车和SUV，此外还将交付100,000辆商用货车中的一半。五年内，它可能每年生产15万辆汽车，并且可能已经在建立新的生产设施。</blockquote></p><p> <b>What could support Rivian's growth</b></p><p><blockquote><b>什么可以支持Rivian的增长</b></blockquote></p><p> In addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.</p><p><blockquote>除了政府和监管机构对电动汽车的更广泛支持外，Rivian还有一些明显的优势。首先，它瞄准了皮卡车和SUV细分市场，这是销量最高、利润最高的汽车细分市场之一。同样，电子商务的增长正在推动对送货车辆的需求——这是Rivian的另一个关键领域。物流和电子商务公司正在将其车队转变为电动汽车，预计监管要求将会提高。</blockquote></p><p> Further, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.</p><p><blockquote>此外，Rivian自己的充电网络可能有助于其增长。Rivian希望通过自己的充电器网络吸引潜在客户并建立对该品牌的信心。与该公司的产品同步，除了州际公路之外，它还计划在冒险目的地放置充电器。到2023年底，该公司计划在600多个地点安装3,500多个快速充电器。此外，该公司计划到2023年安装超过10,000个2级充电器。</blockquote></p><p> Rivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.</p><p><blockquote>Rivian直接与客户的模式，没有经销商网络，加上自己的充电服务网络，可以帮助它提供端到端的差异化客户体验。随着时间的推移，该公司希望通过高价值服务和订阅机会将其货币化，包括会员和软件服务、融资、保险、充电、维护、维修以及Rivian自己的转售计划。</blockquote></p><p> Finally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.</p><p><blockquote>最后，最近对Rivian的兴趣表明，它已经设法成为一个知名品牌，而实际上没有在品牌上花费太多。</blockquote></p><p> <b>Is Rivian stock a buy?</b></p><p><blockquote><b>Rivian股票值得买入吗？</b></blockquote></p><p> All of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.</p><p><blockquote>所有这些因素使Rivian看起来像是一家有趣的公司。然而，值得注意的是，这些因素可能已经反映在股票的价格中。Rivian的市值超过1000亿美元，投资者对其定价堪称完美。</blockquote></p><p> In addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.</p><p><blockquote>除了执行风险，还需要考虑来自竞争的挑战。例如，福特即将推出的电动皮卡F-150 Lightning的预订量已接近20万份。同样，特斯拉、通用和其他几家公司即将推出的电动皮卡将进一步加剧对Rivian的竞争。Rivian仍需证明其能够盈利地交付车辆并按计划扩大生产规模。</blockquote></p><p> Overall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.</p><p><blockquote>总体而言，尽管Rivian看起来很有前途，但其股价可能已经反映了这一点。当该公司于12月16日发布第三季度业绩时，投资者将获得有关该公司进展的更多最新信息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/12/where-will-rivian-be-in-5-years/\">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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/12/where-will-rivian-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103000405","content_text":"Rivian Automotive, Inc. got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.\n\nYet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.\n\nRivian's growth plans\nRivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.\n\n\nRivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.\n\nIt expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.\n\nIf things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.\n\nWhat could support Rivian's growth\nIn addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.\n\nFurther, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.\n\nRivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.\n\nFinally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.\n\nIs Rivian stock a buy?\nAll of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.\n\nIn addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.\n\nOverall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605888107,"gmtCreate":1639144871406,"gmtModify":1639144871499,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Nah . Not worth&nbsp;","listText":"Nah . Not worth&nbsp;","text":"Nah . Not worth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605888107","repostId":"1192503036","repostType":2,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohu8.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"hk","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到200辆汽车，价值超过1000亿美元，注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如，考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史，Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉凭借强大的品牌形象和创新的产品，作为电动汽车先驱拥有更高的比例。然而，与蔚来相比，溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中，仅在中国就售出了约110万辆。此外，2021年上半年，中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份，由于计划升级生产线，该公司报告交付量下降，蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>，和<b>理想汽车</b>，以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈，蔚来迄今为止表现良好。此外，该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票，但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为17%。这高于上汽集团的合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月，比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内，该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元，主要分为三个部门。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注，未来几年，这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年，该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前9个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前9个月交付了627,572辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量却很大，并且将继续增长。简而言之，该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到200辆汽车，价值超过1000亿美元，注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如，考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史，Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉凭借强大的品牌形象和创新的产品，作为电动汽车先驱拥有更高的比例。然而，与蔚来相比，溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中，仅在中国就售出了约110万辆。此外，2021年上半年，中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份，由于计划升级生产线，该公司报告交付量下降，蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>，和<b>理想汽车</b>，以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈，蔚来迄今为止表现良好。此外，该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票，但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为17%。这高于上汽集团的合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月，比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内，该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元，主要分为三个部门。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注，未来几年，这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年，该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前9个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前9个月交付了627,572辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量却很大，并且将继续增长。简而言之，该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">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":{"01211":"比亚迪股份","VWAGY":"大众汽车ADR","NIO":"蔚来","BYDDY":"比亚迪ADR"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"NIO":0.9,"01211":0.9,"BYDDY":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602651091,"gmtCreate":1639017768013,"gmtModify":1639017768168,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Surely&nbsp;","listText":"Surely&nbsp;","text":"Surely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602651091","repostId":"1110875204","repostType":2,"repost":{"id":"1110875204","kind":"news","pubTimestamp":1639017474,"share":"https://www.laohu8.com/m/news/1110875204?lang=zh_CN&edition=full","pubTime":"2021-12-09 10:37","market":"us","language":"en","title":"TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110875204","media":"InvestorPlace","summary":"A new price prediction is in for Tesla stock today and it has one analyst expecting major gains in not much time.New Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.Of course, today’s news isn’t just that the New Street analyst is expecting major ga","content":"<p><div> A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time. New Street analyst Pierre Ferragu is the analyst behind the new price ...</p><p><blockquote><div>特斯拉（纳斯达克：TSLA）股票今天发布了新的价格预测，一位分析师预计很快就会大幅上涨。新街分析师Pierre Ferragu是新价格背后的分析师...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</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\">\nTSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-09 10:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time. New Street analyst Pierre Ferragu is the analyst behind the new price ...</p><p><blockquote><div>特斯拉（纳斯达克：TSLA）股票今天发布了新的价格预测，一位分析师预计很快就会大幅上涨。新街分析师Pierre Ferragu是新价格背后的分析师...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110875204","content_text":"A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time.\nNew Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.\nOf course, today’s news isn’t just that the New Street analyst is expecting major gains from Telsa, it’s also how quickly he expects them. Ferragu is estimating that TSLA stock will be trading at his price prediction by the end of the year.\nIt’s also worth pointing out that the new price target has Ferragu keeping a buy rating for TSLA. For comparison, the analyst consensus rating is hold. That comes from 14 buys, 10, holds, and 10 sells.\nSo why is this analyst taking such a bullish stance on TSLA stock? First off, the New Street analyst thinks that Tesla will surpass delivery estimates of 266,000 units in Q4. This has him predicting between 280,000 and 285,000 deliveries during the period.\nAnother reason for the bull position from Ferragu is high expectations for the company’s Shanghai plant. The analyst believes that this plan as an annual turnout of over 700,000 vehicles. That’s much higher than the initial 450,000 unit target.\nTSLA stock rose 1.64% on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602102406,"gmtCreate":1638977949815,"gmtModify":1638977994879,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Good company for the next at least 5 years&nbsp;","listText":"Good company for the next at least 5 years&nbsp;","text":"Good company for the next at least 5 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602102406","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohu8.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602380092,"gmtCreate":1638972122180,"gmtModify":1638972213913,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Moon&nbsp;","listText":"Moon&nbsp;","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602380092","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602317263,"gmtCreate":1638972107426,"gmtModify":1638972213121,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….&nbsp;","listText":"Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….&nbsp;","text":"Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602317263","repostId":"2189631254","repostType":2,"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603799990,"gmtCreate":1638449187052,"gmtModify":1638449187052,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603799990","repostId":"1103703809","repostType":2,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609629884,"gmtCreate":1638281113577,"gmtModify":1638281113577,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Tesla , coca cola, AT&amp;T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies&nbsp;","listText":"Tesla , coca cola, AT&amp;T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies&nbsp;","text":"Tesla , coca cola, AT&T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609629884","repostId":"2187817235","repostType":4,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600704643,"gmtCreate":1638196063913,"gmtModify":1638196063994,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600704643","repostId":"1129736600","repostType":4,"repost":{"id":"1129736600","kind":"news","pubTimestamp":1638148434,"share":"https://www.laohu8.com/m/news/1129736600?lang=zh_CN&edition=full","pubTime":"2021-11-29 09:13","market":"us","language":"en","title":"Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129736600","media":"Barrons","summary":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla  to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cyc","content":"<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</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’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-29 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_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/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129736600","content_text":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.\nMusk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.\n“Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”\nIt might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.\nInvestors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.\nStill, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.\nWhat’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.\nIt’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.\nWall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.\nThe recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.\nComing into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600263780,"gmtCreate":1638159383239,"gmtModify":1638159383323,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"If only life is as easy as just put and hold&nbsp;","listText":"If only life is as easy as just put and hold&nbsp;","text":"If only life is as easy as just put and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600263780","repostId":"2186432637","repostType":2,"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877909319,"gmtCreate":1637852609633,"gmtModify":1637852609633,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Another chance to tap on metaVerse&nbsp;","listText":"Another chance to tap on metaVerse&nbsp;","text":"Another chance to tap on metaVerse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877909319","repostId":"1107787773","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877077598,"gmtCreate":1637852527475,"gmtModify":1637852527475,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Sure thing. Invest in&nbsp;","listText":"Sure thing. Invest in&nbsp;","text":"Sure thing. Invest in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877077598","repostId":"2186916023","repostType":2,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602102406,"gmtCreate":1638977949815,"gmtModify":1638977994879,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Good company for the next at least 5 years&nbsp;","listText":"Good company for the next at least 5 years&nbsp;","text":"Good company for the next at least 5 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602102406","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohu8.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%，创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609629884,"gmtCreate":1638281113577,"gmtModify":1638281113577,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Tesla , coca cola, AT&amp;T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies&nbsp;","listText":"Tesla , coca cola, AT&amp;T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies&nbsp;","text":"Tesla , coca cola, AT&T , 3 very good companies.Don’t just buy stocks, buy to invest the good companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609629884","repostId":"2187817235","repostType":4,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604853098,"gmtCreate":1639374132625,"gmtModify":1639374132702,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Buy now, thank me later. Hold for long term, no butter fingers&nbsp;","listText":"Buy now, thank me later. Hold for long term, no butter fingers&nbsp;","text":"Buy now, thank me later. Hold for long term, no butter fingers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604853098","repostId":"1184953093","repostType":2,"isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603799990,"gmtCreate":1638449187052,"gmtModify":1638449187052,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603799990","repostId":"1103703809","repostType":2,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602651091,"gmtCreate":1639017768013,"gmtModify":1639017768168,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Surely&nbsp;","listText":"Surely&nbsp;","text":"Surely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602651091","repostId":"1110875204","repostType":2,"repost":{"id":"1110875204","kind":"news","pubTimestamp":1639017474,"share":"https://www.laohu8.com/m/news/1110875204?lang=zh_CN&edition=full","pubTime":"2021-12-09 10:37","market":"us","language":"en","title":"TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110875204","media":"InvestorPlace","summary":"A new price prediction is in for Tesla stock today and it has one analyst expecting major gains in not much time.New Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.Of course, today’s news isn’t just that the New Street analyst is expecting major ga","content":"<p><div> A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time. New Street analyst Pierre Ferragu is the analyst behind the new price ...</p><p><blockquote><div>特斯拉（纳斯达克：TSLA）股票今天发布了新的价格预测，一位分析师预计很快就会大幅上涨。新街分析师Pierre Ferragu是新价格背后的分析师...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</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\">\nTSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580<blockquote>TSLA股价预测：为什么（以及何时）一位分析师认为特斯拉将飙升至1,580美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-09 10:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time. New Street analyst Pierre Ferragu is the analyst behind the new price ...</p><p><blockquote><div>特斯拉（纳斯达克：TSLA）股票今天发布了新的价格预测，一位分析师预计很快就会大幅上涨。新街分析师Pierre Ferragu是新价格背后的分析师...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110875204","content_text":"A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time.\nNew Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.\nOf course, today’s news isn’t just that the New Street analyst is expecting major gains from Telsa, it’s also how quickly he expects them. Ferragu is estimating that TSLA stock will be trading at his price prediction by the end of the year.\nIt’s also worth pointing out that the new price target has Ferragu keeping a buy rating for TSLA. For comparison, the analyst consensus rating is hold. That comes from 14 buys, 10, holds, and 10 sells.\nSo why is this analyst taking such a bullish stance on TSLA stock? First off, the New Street analyst thinks that Tesla will surpass delivery estimates of 266,000 units in Q4. This has him predicting between 280,000 and 285,000 deliveries during the period.\nAnother reason for the bull position from Ferragu is high expectations for the company’s Shanghai plant. The analyst believes that this plan as an annual turnout of over 700,000 vehicles. That’s much higher than the initial 450,000 unit target.\nTSLA stock rose 1.64% on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602380092,"gmtCreate":1638972122180,"gmtModify":1638972213913,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Moon&nbsp;","listText":"Moon&nbsp;","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602380092","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877909319,"gmtCreate":1637852609633,"gmtModify":1637852609633,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Another chance to tap on metaVerse&nbsp;","listText":"Another chance to tap on metaVerse&nbsp;","text":"Another chance to tap on metaVerse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877909319","repostId":"1107787773","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602317263,"gmtCreate":1638972107426,"gmtModify":1638972213121,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….&nbsp;","listText":"Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….&nbsp;","text":"Not worth it. Nvr buy any of those transport companise that provide services only. Like Uber, didi , grab, Tata etc ….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602317263","repostId":"2189631254","repostType":2,"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607627850,"gmtCreate":1639535350048,"gmtModify":1639535430188,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607627850","repostId":"1165597848","repostType":2,"repost":{"id":"1165597848","kind":"news","pubTimestamp":1639535034,"share":"https://www.laohu8.com/m/news/1165597848?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:23","market":"us","language":"en","title":"Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165597848","media":"Motley Fool","summary":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth&nbsp;in 40 years.</p><p><blockquote><b>微软</b>（纳斯达克：MSFT）股价周二收盘下跌3.3%。劳工部报告称，11月份生产者价格通胀创历史新高，同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的，这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other&nbsp;tech stocks&nbsp;as well)?</p><p><blockquote>彭博社在报道微软股价下跌时，将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软（以及其他科技股）来说到底是个坏消息呢？</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想：目前，跟踪微软股票的分析师预测，该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%，那么微软的实际收入实际上不会增长15%，而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise&nbsp;<i>faster</i>&nbsp;than 10%.</p><p><blockquote>当然，这是假设通货膨胀继续以目前的速度上升——这并不确定。然而，出于同样的原因，也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然，美联储可能会努力控制通胀率，但即便如此，消息也不全是好消息，因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下，美联储将于今天和明天召开会议，制定通胀（和利率）政策。如果他们决定加息，那么这可能会减缓经济增长，也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft&nbsp;closed the day down&nbsp;and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之，这就是微软当天收盘下跌的原因，也是微软825亿美元市值化为乌有的原因。</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>Why Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft Stock Dropped<blockquote>微软股价为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-15 10:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> <b>Microsoft</b>(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth&nbsp;in 40 years.</p><p><blockquote><b>微软</b>（纳斯达克：MSFT）股价周二收盘下跌3.3%。劳工部报告称，11月份生产者价格通胀创历史新高，同比上涨9.6%。这一消息是在昨天公布的消费者价格上涨6.8%的基础上发布的，这是40年来最快的价格增长率。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Reporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other&nbsp;tech stocks&nbsp;as well)?</p><p><blockquote>彭博社在报道微软股价下跌时，将通胀数据与微软股价疲软直接联系起来。但为什么通胀对微软（以及其他科技股）来说到底是个坏消息呢？</blockquote></p><p> Think about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.</p><p><blockquote>可以这样想：目前，跟踪微软股票的分析师预测，该公司未来五年的盈利将每年增长约15%。但如果通货膨胀吞噬了这15%中的近10%，那么微软的实际收入实际上不会增长15%，而只会增长5%。</blockquote></p><p> That's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise&nbsp;<i>faster</i>&nbsp;than 10%.</p><p><blockquote>当然，这是假设通货膨胀继续以目前的速度上升——这并不确定。然而，出于同样的原因，也不能确定通货膨胀不会上升<i>更快</i>比10%。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Granted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.</p><p><blockquote>诚然，美联储可能会努力控制通胀率，但即便如此，消息也不全是好消息，因为美联储遏制通胀的主要工具是加息。</blockquote></p><p> The Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.</p><p><blockquote>顺便说一下，美联储将于今天和明天召开会议，制定通胀（和利率）政策。如果他们决定加息，那么这可能会减缓经济增长，也可能减缓微软利润的预期增长速度——这不会给微软的实际盈利增长带来任何净收益。</blockquote></p><p> This, in a nutshell, is why Microsoft&nbsp;closed the day down&nbsp;and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.</p><p><blockquote>简而言之，这就是微软当天收盘下跌的原因，也是微软825亿美元市值化为乌有的原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/\">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":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/12/14/why-microsoft-stock-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165597848","content_text":"What happened\nMicrosoft(NASDAQ:MSFT)shares closed 3.3% lower on Tuesday after the U.S. Department of Labor reported that producer price inflation hit a historic high in November, up 9.6% from a year ago. This news came on top of a reported 6.8% jump in consumer prices that came out yesterday -- the fastest rate of price growth in 40 years.\nSo what\nReporting on Microsoft's price decline, Bloomberg drew a direct line from the inflation data to the weakness in Microsoft's stock price. But why exactly is inflation bad news for Microsoft (and other tech stocks as well)?\nThink about it this way: Right now, analysts who track Microsoft stock are forecasting that the company will grow its earnings by about 15% annually over the next five years. But if inflation eats up nearly 10% of that 15%, then Microsoft's real earnings won't actually be growing by 15% but only by 5%.\nThat's assuming inflation continues rising at the rate it's currently rising of course -- which isn't certain. By the same token, though, it's also not certain that inflation won't rise faster than 10%.\nNow what\nGranted, the Federal Reserve will probably work to get inflation rates under control, but even there, the news isn't all great because the Fed's primary tool for containing inflation is raising interest rates.\nThe Fed is meeting today and tomorrow, by the way, to set policy on inflation (and interest rates). If they decide to raise rates, then that's likely to slow the economy and potentially also slow the rate at which Microsoft's profits are expected to grow -- which would result in no net benefit to Microsoft's real earnings growth.\nThis, in a nutshell, is why Microsoft closed the day down and why $82.5 billion worth of Microsoft's market capitalization just went up in smoke.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605888107,"gmtCreate":1639144871406,"gmtModify":1639144871499,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Nah . Not worth&nbsp;","listText":"Nah . Not worth&nbsp;","text":"Nah . Not worth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605888107","repostId":"1192503036","repostType":2,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohu8.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"hk","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到200辆汽车，价值超过1000亿美元，注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如，考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史，Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉凭借强大的品牌形象和创新的产品，作为电动汽车先驱拥有更高的比例。然而，与蔚来相比，溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中，仅在中国就售出了约110万辆。此外，2021年上半年，中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份，由于计划升级生产线，该公司报告交付量下降，蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>，和<b>理想汽车</b>，以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈，蔚来迄今为止表现良好。此外，该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票，但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为17%。这高于上汽集团的合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月，比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内，该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元，主要分为三个部门。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注，未来几年，这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年，该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前9个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前9个月交付了627,572辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量却很大，并且将继续增长。简而言之，该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年可以购买并持有的3只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车(EV)制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到200辆汽车，价值超过1000亿美元，注重价值的投资者可能会发现远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也存在大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域的三颗隐藏宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都相同。例如，考虑<b>蔚来</b>.该公司在2021年前9个月销售了66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于没有太多的销售历史，Lucid和Rivian股票的市销率没有意义。虽然蔚来近10的市销率看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts提供的蔚来PS比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉凭借强大的品牌形象和创新的产品，作为电动汽车先驱拥有更高的比例。然而，与蔚来相比，溢价看起来过大。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于目前进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的市销率远低于特斯拉甚至蔚来。无论你如何划分，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1.蔚来有很多让人喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出260万辆电动汽车中，仅在中国就售出了约110万辆。此外，2021年上半年，中国销售的电动汽车数量相当于2020年全年的销量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来公布11月份汽车交付量强劲。除了10月份，由于计划升级生产线，该公司报告交付量下降，蔚来的交付量基本上呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪、<b>小鹏</b>，和<b>理想汽车</b>，以及包括特斯拉在内的全球电动汽车公司。尽管竞争激烈，蔚来迄今为止表现良好。此外，该公司计划于明年初开始交付新款豪华轿车ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步促进蔚来的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>二、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>虽然投资者关注即将上市的电动汽车股票，但中国老牌汽车制造商比亚迪已在电动汽车领域为自己赢得了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为17%。这高于上汽集团的合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉约占中国电动汽车市场11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月，比亚迪电动车型销量同比增长153%至46,137辆。包括插电式混合动力车在内，该公司当月销量为90,121辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去12个月的收入为302亿美元，主要分为三个部门。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度关注，未来几年，这些汽车可能会在比亚迪的收入结构中占据越来越高的比例。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3.大众汽车拥有远大的电动汽车雄心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会发现顶级汽车制造商大众汽车的价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到2025年将电动汽车交付量提高到其销量的20%。到2030年，该公司的目标是电动汽车占其在欧洲销量的60%。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前9个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外246,000辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前9个月交付了627,572辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量却很大，并且将继续增长。简而言之，该股票肯定可以在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">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":{"01211":"比亚迪股份","VWAGY":"大众汽车ADR","NIO":"蔚来","BYDDY":"比亚迪ADR"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"NIO":0.9,"01211":0.9,"BYDDY":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600704643,"gmtCreate":1638196063913,"gmtModify":1638196063994,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600704643","repostId":"1129736600","repostType":4,"repost":{"id":"1129736600","kind":"news","pubTimestamp":1638148434,"share":"https://www.laohu8.com/m/news/1129736600?lang=zh_CN&edition=full","pubTime":"2021-11-29 09:13","market":"us","language":"en","title":"Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129736600","media":"Barrons","summary":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla  to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cyc","content":"<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</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’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的Elon Musk又发了一封邮件。这对第四季度收益意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-29 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官Elon Musk在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地花钱来应对季度末的交付高峰。这个理由似乎很合理，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望将第四季度的交付成本降至最低。他认为特斯拉（股票代码：TSLA）没有理由在任何季度的几周内超支，却在下一季度的前几周看到交付量暴跌。这不是工作或支出的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>电子邮件中写道：“从六个月的时间来看，我们不会有任何额外的汽车，但我们会花费大量额外的钱，并在每个季度的最后两周竭尽全力加快交付速度。”“现在是开始缩小浪潮规模以实现更稳定、更高效的交付速度的最佳时机。”</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>这可能是正确的时机，因为特斯拉将从拥有两家生产汽车的工厂增加到四家工厂。更多的组装能力可能会更容易管理未来几个季度的交付速度。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要大的交付数量和大的收益。当新年伊始报告第四季度交付量时，打破季度末交付量大的模式可能会导致一些不必要的库存波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克很早就设定了预期，如果交付模式像马斯克建议的那样顺利的话，这一变化应该会影响一个季度。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真正假设这一变化会导致糟糕的交付数字或令人失望的收益。马斯克可能决定发送这封电子邮件，因为交付数量看起来很稳定。只是没有办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少车辆交付支出，汽车利润率也有可能提高。当特斯拉在2022年1月底左右报告第四季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付266,000辆汽车。这将创下纪录，使2021年全年交付量略低于90万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的交付电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&amp;P 500 and Dow Jones Industrial Average.</p><p><blockquote>截至周一交易，特斯拉股价今年迄今已上涨约53%，好于标普500和道琼斯工业平均指数分别22%和14%的可比回报率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_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/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129736600","content_text":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.\nMusk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.\n“Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”\nIt might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.\nInvestors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.\nStill, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.\nWhat’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.\nIt’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.\nWall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.\nThe recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.\nComing into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877077598,"gmtCreate":1637852527475,"gmtModify":1637852527475,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Sure thing. Invest in&nbsp;","listText":"Sure thing. Invest in&nbsp;","text":"Sure thing. Invest in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877077598","repostId":"2186916023","repostType":2,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690770611,"gmtCreate":1639714172583,"gmtModify":1639714172710,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Still not very attractive for either stock&nbsp;","listText":"Still not very attractive for either stock&nbsp;","text":"Still not very attractive for either stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690770611","repostId":"1124325534","repostType":4,"repost":{"id":"1124325534","kind":"news","pubTimestamp":1639710923,"share":"https://www.laohu8.com/m/news/1124325534?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:15","market":"us","language":"en","title":"Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124325534","media":"Barrons","summary":"Communications software is in a long-term growth cycle, but there are better ways to play the sector","content":"<p> Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.</p><p><blockquote>高盛分析师Kash Rangan表示，通信软件正处于长期增长周期，但有比Zoom Video通信更好的方式来发展该行业。</blockquote></p><p> On Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.</p><p><blockquote>周四，Rangan对“通信与协作”部分进行了报道，推出了对七只股票的报道，其中包括备受关注的Zoom（股票代码：ZM），他对该股票的评级为中性。</blockquote></p><p> Rangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.</p><p><blockquote>兰根总体上看好这个机会。他发现，通信软件的潜在市场接近长期企业软件总支出的30%，在许多情况下取代了传统硬件和服务，并“延续了软件扩展到更广泛经济的总体趋势”。Rangan承认，到目前为止，云在通信领域的渗透率还不高，但他认为接受度正在不断提高，行业增长率超过30%。</blockquote></p><p> On Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.</p><p><blockquote>Rangan在Zoom上写道，该公司“仍然有望成为该行业最具战略意义的应用软件公司之一”，但他指出，经过五个季度的高速增长（季度收入增长169%至369%）与去年同期相比，该公司现在面临着具有挑战性的比较和更高的小客户流失率。他认为，公司长期维持25%的增长将是一个挑战。Rangan将该股的目标价定为200美元。</blockquote></p><p> Rangan set Buy ratings on both&nbsp;RingCentral&nbsp;(RNG), with a $240 price target, and&nbsp;Twilio&nbsp;(TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.</p><p><blockquote>Rangan对RingCentral(RNG)和Twilio(TWLO)均设定买入评级，目标价为240美元，目标价为350美元，两者的潜在回报率均较当前水平超过30%。他写道，RingCentral“为投资者提供了在一个大市场中实现多年持久高收入增长的高度可见性，竞争地位大大提高，并提供了一个完整的多模式通信和协作平台，其价值主张因Covid-19而得到提升。”在Twilio上，Rangan声称这家网站通信服务提供商“与开发者有着重要的思想共享”，管理层预计未来四年每年的增长率都将超过30%。</blockquote></p><p> Rangan sets Neutral ratings on both&nbsp;LiveVox Holdings&nbsp;(LVOX), a contact-center software provider, and&nbsp;Atlassian&nbsp;(TEAM), a provider of software-development and project-management tools.</p><p><blockquote>Rangan对联络中心软件提供商LiveVox Holdings(LVOX)和软件开发和项目管理工具提供商Atlassian(TEAM)均给予中性评级。</blockquote></p><p> The analyst starts both&nbsp;Everbridge&nbsp;(EVBG) and&nbsp;Citrix Systems&nbsp;(CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.</p><p><blockquote>分析师对Everbridge(EVBG)和Citrix Systems(CTXS)给予卖出评级。在为公司和政府机构提供大规模通知服务的Everbridge上，他认为该公司首席执行官最近辞职后存在“近期执行和中断风险”。他写道，思杰正在经历一场“复杂的云转型”，这已经推迟了其一些财务目标。他指出，该公司正在经历管理层变动，并取消了原定于10月份举行的分析师日。</blockquote></p><p> Citrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2%&nbsp;on Thursday.</p><p><blockquote>思杰上涨1.2%。周四，Twilio跌0.3%，LiveVox跌3.2%，RingCentral跌2.3%，Everbridge跌4.5%，Zoom跌0.7%，Atlassian跌5.2%。</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>Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</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\">\nBuy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-17 11:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.</p><p><blockquote>高盛分析师Kash Rangan表示，通信软件正处于长期增长周期，但有比Zoom Video通信更好的方式来发展该行业。</blockquote></p><p> On Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.</p><p><blockquote>周四，Rangan对“通信与协作”部分进行了报道，推出了对七只股票的报道，其中包括备受关注的Zoom（股票代码：ZM），他对该股票的评级为中性。</blockquote></p><p> Rangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.</p><p><blockquote>兰根总体上看好这个机会。他发现，通信软件的潜在市场接近长期企业软件总支出的30%，在许多情况下取代了传统硬件和服务，并“延续了软件扩展到更广泛经济的总体趋势”。Rangan承认，到目前为止，云在通信领域的渗透率还不高，但他认为接受度正在不断提高，行业增长率超过30%。</blockquote></p><p> On Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.</p><p><blockquote>Rangan在Zoom上写道，该公司“仍然有望成为该行业最具战略意义的应用软件公司之一”，但他指出，经过五个季度的高速增长（季度收入增长169%至369%）与去年同期相比，该公司现在面临着具有挑战性的比较和更高的小客户流失率。他认为，公司长期维持25%的增长将是一个挑战。Rangan将该股的目标价定为200美元。</blockquote></p><p> Rangan set Buy ratings on both&nbsp;RingCentral&nbsp;(RNG), with a $240 price target, and&nbsp;Twilio&nbsp;(TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.</p><p><blockquote>Rangan对RingCentral(RNG)和Twilio(TWLO)均设定买入评级，目标价为240美元，目标价为350美元，两者的潜在回报率均较当前水平超过30%。他写道，RingCentral“为投资者提供了在一个大市场中实现多年持久高收入增长的高度可见性，竞争地位大大提高，并提供了一个完整的多模式通信和协作平台，其价值主张因Covid-19而得到提升。”在Twilio上，Rangan声称这家网站通信服务提供商“与开发者有着重要的思想共享”，管理层预计未来四年每年的增长率都将超过30%。</blockquote></p><p> Rangan sets Neutral ratings on both&nbsp;LiveVox Holdings&nbsp;(LVOX), a contact-center software provider, and&nbsp;Atlassian&nbsp;(TEAM), a provider of software-development and project-management tools.</p><p><blockquote>Rangan对联络中心软件提供商LiveVox Holdings(LVOX)和软件开发和项目管理工具提供商Atlassian(TEAM)均给予中性评级。</blockquote></p><p> The analyst starts both&nbsp;Everbridge&nbsp;(EVBG) and&nbsp;Citrix Systems&nbsp;(CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.</p><p><blockquote>分析师对Everbridge(EVBG)和Citrix Systems(CTXS)给予卖出评级。在为公司和政府机构提供大规模通知服务的Everbridge上，他认为该公司首席执行官最近辞职后存在“近期执行和中断风险”。他写道，思杰正在经历一场“复杂的云转型”，这已经推迟了其一些财务目标。他指出，该公司正在经历管理层变动，并取消了原定于10月份举行的分析师日。</blockquote></p><p> Citrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2%&nbsp;on Thursday.</p><p><blockquote>思杰上涨1.2%。周四，Twilio跌0.3%，LiveVox跌3.2%，RingCentral跌2.3%，Everbridge跌4.5%，Zoom跌0.7%，Atlassian跌5.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-ringcentral-over-zoom-in-cloud-telephony-market-goldman-says-51639673714?mod=hp_LATEST\">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":{"ZM":"Zoom","RNG":"Ringcentral Inc."},"source_url":"https://www.barrons.com/articles/buy-ringcentral-over-zoom-in-cloud-telephony-market-goldman-says-51639673714?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124325534","content_text":"Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.\nOn Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.\nRangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.\nOn Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.\nRangan set Buy ratings on both RingCentral (RNG), with a $240 price target, and Twilio (TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.\nRangan sets Neutral ratings on both LiveVox Holdings (LVOX), a contact-center software provider, and Atlassian (TEAM), a provider of software-development and project-management tools.\nThe analyst starts both Everbridge (EVBG) and Citrix Systems (CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.\nCitrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2% on Thursday.","news_type":1,"symbols_score_info":{"RNG":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604853197,"gmtCreate":1639374151217,"gmtModify":1639374151296,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Up up&nbsp;","listText":"Up up&nbsp;","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604853197","repostId":"1175891189","repostType":4,"repost":{"id":"1175891189","kind":"news","pubTimestamp":1639354864,"share":"https://www.laohu8.com/m/news/1175891189?lang=zh_CN&edition=full","pubTime":"2021-12-13 08:21","market":"us","language":"en","title":"2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175891189","media":"TheStreet","summary":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform st","content":"<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p><p><blockquote>随着2021年接近尾声，投资者似乎相信苹果股票将在新的一年继续表现强劲。以下是他们可能是对的两个原因。</blockquote></p><p> Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p><p><blockquote>进入2022年，华尔街分析师继续争论苹果股票是否值得买入。最近，我提出了熊市论点，如果被证明是正确的，可以预测股价下跌18%左右。</blockquote></p><p> But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p><p><blockquote>但随着苹果公司股价继续创出新高，投资者目前似乎站在多头一边。今天，我谈谈分析师最近提出的两个关键原因，这些原因表明苹果股票可能是新的一年的好选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 13、苹果手表和AirPods Pro。</span></p></blockquote></p><p> <b>iPhone: not all about the holiday</b></p><p><blockquote><b>iPhone：并非一切都与假期有关</b></blockquote></p><p> The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p><p><blockquote>最近的头条新闻凸显了iPhone在当前假期期间的预期表现。彭博社暗示，由于据称供应商取消订单，需求放缓。该数据点与华尔街早些时候对当前购物季iPhone出货量高于预期的预测相矛盾。</blockquote></p><p> But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p><p><blockquote>但DigiTimes Taiwan最近将关注的焦点转移到了更长远的领域。据该出版物称，苹果希望“明年上半年iPhone出货量增加30%，更大的目标是在2022年iPhone出货量超过3亿部。”</blockquote></p><p> If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p><p><blockquote>如果得到证实，这将意味着同比大幅改善，尤其是在今年的前几个月。请记住（下图），这家库比蒂诺公司在2021年初放弃了iPhone销售的麦克风，为2022年的增长设定了非常高的标准。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：F19以来iPhone收入增长情况。</span></p></blockquote></p><p> I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p><p><blockquote>不过，我要警告读者不要过于依赖关于iPhone销售的非官方公告。除了谣言的可靠性问题之外，对出货量增加的假设可能是对苹果为预测供应链限制而提高iPhone产量的误读。</blockquote></p><p> <b>Apple Glass: the next big thing</b></p><p><blockquote><b>苹果玻璃：下一件大事</b></blockquote></p><p> The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p><p><blockquote>2022年持有AAPL的另一个关键原因可能是推出全新的产品类别。Wedbush的Dan Ives一直将这款新设备贴上“苹果眼镜”的标签，这是该公司首次尝试渗透AR/VR（增强和虚拟现实）领域。</blockquote></p><p> Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p><p><blockquote>Ives先生更进一步，估计了新产品对苹果股价的影响。这位分析师表示，该产品的推出“最终可能会使股票的部分总价值每股增加约20美元”。</blockquote></p><p> Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p><p><blockquote>韦德布什并不是唯一一个做出乐观评估的人。摩根士丹利已经表示，苹果在2022年推出混合现实设备将成为备受争议的虚拟宇宙最终起飞的关键催化剂。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p><p><blockquote>尽管苹果股价达到每股175美元的历史高点，但我仍维持对该公司的看涨立场。在我看来，苹果作为消费科技领域最重要参与者的地位是投资论点的核心。</blockquote></p><p> However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p><p><blockquote>然而，请记住，在iPhone时代（即自2007年以来），以峰值价格购买AAPL的一年远期回报率平均“仅”为25%。相比之下，该股在下跌10%后买入时的平均年涨幅要好得多，为46%。</blockquote></p><p> From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</p><p><blockquote>因此，从目前的水平来看，我认为投资者应该期望获得比在股价下跌时买入更低的回报。</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>2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</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\">\n2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass<blockquote>2022年持有苹果股票的2个理由：iPhone、苹果玻璃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-13 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p><p><blockquote>随着2021年接近尾声，投资者似乎相信苹果股票将在新的一年继续表现强劲。以下是他们可能是对的两个原因。</blockquote></p><p> Wall Street analysts continue to debate whether Apple stock&nbsp;is a buy as we head into 2022. Recently,I presented the bear argument&nbsp;that, if proven right, could foretell a drop of around 18% in the stock price.</p><p><blockquote>进入2022年，华尔街分析师继续争论苹果股票是否值得买入。最近，我提出了熊市论点，如果被证明是正确的，可以预测股价下跌18%左右。</blockquote></p><p> But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p><p><blockquote>但随着苹果公司股价继续创出新高，投资者目前似乎站在多头一边。今天，我谈谈分析师最近提出的两个关键原因，这些原因表明苹果股票可能是新的一年的好选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone 13、苹果手表和AirPods Pro。</span></p></blockquote></p><p> <b>iPhone: not all about the holiday</b></p><p><blockquote><b>iPhone：并非一切都与假期有关</b></blockquote></p><p> The recent headlines have highlighted&nbsp;the expected performance of the iPhone&nbsp;in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point&nbsp;contradicted earlier Wall Street projections&nbsp;for an above-estimate volume of iPhone shipments in the current shopping season.</p><p><blockquote>最近的头条新闻凸显了iPhone在当前假期期间的预期表现。彭博社暗示，由于据称供应商取消订单，需求放缓。该数据点与华尔街早些时候对当前购物季iPhone出货量高于预期的预测相矛盾。</blockquote></p><p> But DigiTimes Taiwan has recently&nbsp;shifted&nbsp;the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p><p><blockquote>但DigiTimes Taiwan最近将关注的焦点转移到了更长远的领域。据该出版物称，苹果希望“明年上半年iPhone出货量增加30%，更大的目标是在2022年iPhone出货量超过3亿部。”</blockquote></p><p> If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p><p><blockquote>如果得到证实，这将意味着同比大幅改善，尤其是在今年的前几个月。请记住（下图），这家库比蒂诺公司在2021年初放弃了iPhone销售的麦克风，为2022年的增长设定了非常高的标准。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：F19以来iPhone收入增长情况。</span></p></blockquote></p><p> I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p><p><blockquote>不过，我要警告读者不要过于依赖关于iPhone销售的非官方公告。除了谣言的可靠性问题之外，对出货量增加的假设可能是对苹果为预测供应链限制而提高iPhone产量的误读。</blockquote></p><p> <b>Apple Glass: the next big thing</b></p><p><blockquote><b>苹果玻璃：下一件大事</b></blockquote></p><p> The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been&nbsp;labeling&nbsp;the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p><p><blockquote>2022年持有AAPL的另一个关键原因可能是推出全新的产品类别。Wedbush的Dan Ives一直将这款新设备贴上“苹果眼镜”的标签，这是该公司首次尝试渗透AR/VR（增强和虚拟现实）领域。</blockquote></p><p> Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p><p><blockquote>Ives先生更进一步，估计了新产品对苹果股价的影响。这位分析师表示，该产品的推出“最终可能会使股票的部分总价值每股增加约20美元”。</blockquote></p><p> Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested&nbsp;that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p><p><blockquote>韦德布什并不是唯一一个做出乐观评估的人。摩根士丹利已经表示，苹果在2022年推出混合现实设备将成为备受争议的虚拟宇宙最终起飞的关键催化剂。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p><p><blockquote>尽管苹果股价达到每股175美元的历史高点，但我仍维持对该公司的看涨立场。在我看来，苹果作为消费科技领域最重要参与者的地位是投资论点的核心。</blockquote></p><p> However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p><p><blockquote>然而，请记住，在iPhone时代（即自2007年以来），以峰值价格购买AAPL的一年远期回报率平均“仅”为25%。相比之下，该股在下跌10%后买入时的平均年涨幅要好得多，为46%。</blockquote></p><p> From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</p><p><blockquote>因此，从目前的水平来看，我认为投资者应该期望获得比在股价下跌时买入更低的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175891189","content_text":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue to debate whether Apple stock is a buy as we head into 2022. Recently,I presented the bear argument that, if proven right, could foretell a drop of around 18% in the stock price.\nBut investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.\nFigure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.\niPhone: not all about the holiday\nThe recent headlines have highlighted the expected performance of the iPhone in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point contradicted earlier Wall Street projections for an above-estimate volume of iPhone shipments in the current shopping season.\nBut DigiTimes Taiwan has recently shifted the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”\nIf confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.\nFigure 2: iPhone revenue growth since F19.\nI would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.\nApple Glass: the next big thing\nThe other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been labeling the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.\nMr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.\nWedbush is not alone in its bullish assessment.Morgan Stanley has already suggested that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.\nThe Apple Maven’s take\nEven as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.\nHowever, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.\nFrom current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604182316,"gmtCreate":1639359567425,"gmtModify":1639359567549,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"0 , gone&nbsp;","listText":"0 , gone&nbsp;","text":"0 , gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604182316","repostId":"1103000405","repostType":4,"repost":{"id":"1103000405","kind":"news","pubTimestamp":1639355233,"share":"https://www.laohu8.com/m/news/1103000405?lang=zh_CN&edition=full","pubTime":"2021-12-13 08:27","market":"us","language":"en","title":"Where Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103000405","media":"Motley Fool","summary":"$Rivian Automotive, Inc.$ got loads of attention and interest after its recent IPO. And why not?The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.Rivian plans to focus on the pickup t","content":"<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>在最近的首次公开募股后，受到了大量的关注和兴趣。为什么不呢？这家新上市的公司在推出全电动皮卡方面将福特、通用和特斯拉等公司甩在了后面。其皮卡车和SUV的预订量也超过55,000份。</blockquote></p><p> Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.</p><p><blockquote>然而，Rivian还处于非常早期的阶段，截至10月份仅交付了156辆汽车。让我们看看五年后该公司及其股票的走势。</blockquote></p><p> <b>Rivian's growth plans</b></p><p><blockquote><b>Rivian的增长计划</b></blockquote></p><p> Rivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.</p><p><blockquote>Rivian计划在短期内专注于皮卡、SUV和商用货车细分市场。其重点地区最初包括美国、加拿大和西欧。从长远来看，该公司希望通过进入新的关键市场以及开发相关产品来实现增长。Rivian已开始商业化生产皮卡车R1T，并计划于12月开始生产SUV R1S和电动送货车。</blockquote></p><p> Rivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.</p><p><blockquote>Rivian位于伊利诺州Normal的生产设施预计年产能为15万台。除了R1T和R1S的55,000份预购订单外，Rivian还与亚马逊达成了到2030年购买100,000辆送货车的协议。然而，Rivian预计最早将于2025年交付所有货车。</blockquote></p><p> It expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.</p><p><blockquote>预计到2023年底将交付55,000辆R1T和R1S的预购积压。此外，Rivian预计到2023年底将达到15万辆汽车（包括商用车）的年产量。</blockquote></p><p> If things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.</p><p><blockquote>如果事情按照Rivian的计划进行，到2023年底，该公司将交付55,000辆皮卡车和SUV，此外还将交付100,000辆商用货车中的一半。五年内，它可能每年生产15万辆汽车，并且可能已经在建立新的生产设施。</blockquote></p><p> <b>What could support Rivian's growth</b></p><p><blockquote><b>什么可以支持Rivian的增长</b></blockquote></p><p> In addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.</p><p><blockquote>除了政府和监管机构对电动汽车的更广泛支持外，Rivian还有一些明显的优势。首先，它瞄准了皮卡车和SUV细分市场，这是销量最高、利润最高的汽车细分市场之一。同样，电子商务的增长正在推动对送货车辆的需求——这是Rivian的另一个关键领域。物流和电子商务公司正在将其车队转变为电动汽车，预计监管要求将会提高。</blockquote></p><p> Further, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.</p><p><blockquote>此外，Rivian自己的充电网络可能有助于其增长。Rivian希望通过自己的充电器网络吸引潜在客户并建立对该品牌的信心。与该公司的产品同步，除了州际公路之外，它还计划在冒险目的地放置充电器。到2023年底，该公司计划在600多个地点安装3,500多个快速充电器。此外，该公司计划到2023年安装超过10,000个2级充电器。</blockquote></p><p> Rivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.</p><p><blockquote>Rivian直接与客户的模式，没有经销商网络，加上自己的充电服务网络，可以帮助它提供端到端的差异化客户体验。随着时间的推移，该公司希望通过高价值服务和订阅机会将其货币化，包括会员和软件服务、融资、保险、充电、维护、维修以及Rivian自己的转售计划。</blockquote></p><p> Finally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.</p><p><blockquote>最后，最近对Rivian的兴趣表明，它已经设法成为一个知名品牌，而实际上没有在品牌上花费太多。</blockquote></p><p> <b>Is Rivian stock a buy?</b></p><p><blockquote><b>Rivian股票值得买入吗？</b></blockquote></p><p> All of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.</p><p><blockquote>所有这些因素使Rivian看起来像是一家有趣的公司。然而，值得注意的是，这些因素可能已经反映在股票的价格中。Rivian的市值超过1000亿美元，投资者对其定价堪称完美。</blockquote></p><p> In addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.</p><p><blockquote>除了执行风险，还需要考虑来自竞争的挑战。例如，福特即将推出的电动皮卡F-150 Lightning的预订量已接近20万份。同样，特斯拉、通用和其他几家公司即将推出的电动皮卡将进一步加剧对Rivian的竞争。Rivian仍需证明其能够盈利地交付车辆并按计划扩大生产规模。</blockquote></p><p> Overall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.</p><p><blockquote>总体而言，尽管Rivian看起来很有前途，但其股价可能已经反映了这一点。当该公司于12月16日发布第三季度业绩时，投资者将获得有关该公司进展的更多最新信息。</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>Where Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</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\">\nWhere Will Rivian Be in 5 Years?<blockquote>5年后的Rivian会在哪里？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-13 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.</p><p><blockquote><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a>在最近的首次公开募股后，受到了大量的关注和兴趣。为什么不呢？这家新上市的公司在推出全电动皮卡方面将福特、通用和特斯拉等公司甩在了后面。其皮卡车和SUV的预订量也超过55,000份。</blockquote></p><p> Yet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.</p><p><blockquote>然而，Rivian还处于非常早期的阶段，截至10月份仅交付了156辆汽车。让我们看看五年后该公司及其股票的走势。</blockquote></p><p> <b>Rivian's growth plans</b></p><p><blockquote><b>Rivian的增长计划</b></blockquote></p><p> Rivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.</p><p><blockquote>Rivian计划在短期内专注于皮卡、SUV和商用货车细分市场。其重点地区最初包括美国、加拿大和西欧。从长远来看，该公司希望通过进入新的关键市场以及开发相关产品来实现增长。Rivian已开始商业化生产皮卡车R1T，并计划于12月开始生产SUV R1S和电动送货车。</blockquote></p><p> Rivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.</p><p><blockquote>Rivian位于伊利诺州Normal的生产设施预计年产能为15万台。除了R1T和R1S的55,000份预购订单外，Rivian还与亚马逊达成了到2030年购买100,000辆送货车的协议。然而，Rivian预计最早将于2025年交付所有货车。</blockquote></p><p> It expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.</p><p><blockquote>预计到2023年底将交付55,000辆R1T和R1S的预购积压。此外，Rivian预计到2023年底将达到15万辆汽车（包括商用车）的年产量。</blockquote></p><p> If things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.</p><p><blockquote>如果事情按照Rivian的计划进行，到2023年底，该公司将交付55,000辆皮卡车和SUV，此外还将交付100,000辆商用货车中的一半。五年内，它可能每年生产15万辆汽车，并且可能已经在建立新的生产设施。</blockquote></p><p> <b>What could support Rivian's growth</b></p><p><blockquote><b>什么可以支持Rivian的增长</b></blockquote></p><p> In addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.</p><p><blockquote>除了政府和监管机构对电动汽车的更广泛支持外，Rivian还有一些明显的优势。首先，它瞄准了皮卡车和SUV细分市场，这是销量最高、利润最高的汽车细分市场之一。同样，电子商务的增长正在推动对送货车辆的需求——这是Rivian的另一个关键领域。物流和电子商务公司正在将其车队转变为电动汽车，预计监管要求将会提高。</blockquote></p><p> Further, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.</p><p><blockquote>此外，Rivian自己的充电网络可能有助于其增长。Rivian希望通过自己的充电器网络吸引潜在客户并建立对该品牌的信心。与该公司的产品同步，除了州际公路之外，它还计划在冒险目的地放置充电器。到2023年底，该公司计划在600多个地点安装3,500多个快速充电器。此外，该公司计划到2023年安装超过10,000个2级充电器。</blockquote></p><p> Rivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.</p><p><blockquote>Rivian直接与客户的模式，没有经销商网络，加上自己的充电服务网络，可以帮助它提供端到端的差异化客户体验。随着时间的推移，该公司希望通过高价值服务和订阅机会将其货币化，包括会员和软件服务、融资、保险、充电、维护、维修以及Rivian自己的转售计划。</blockquote></p><p> Finally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.</p><p><blockquote>最后，最近对Rivian的兴趣表明，它已经设法成为一个知名品牌，而实际上没有在品牌上花费太多。</blockquote></p><p> <b>Is Rivian stock a buy?</b></p><p><blockquote><b>Rivian股票值得买入吗？</b></blockquote></p><p> All of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.</p><p><blockquote>所有这些因素使Rivian看起来像是一家有趣的公司。然而，值得注意的是，这些因素可能已经反映在股票的价格中。Rivian的市值超过1000亿美元，投资者对其定价堪称完美。</blockquote></p><p> In addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.</p><p><blockquote>除了执行风险，还需要考虑来自竞争的挑战。例如，福特即将推出的电动皮卡F-150 Lightning的预订量已接近20万份。同样，特斯拉、通用和其他几家公司即将推出的电动皮卡将进一步加剧对Rivian的竞争。Rivian仍需证明其能够盈利地交付车辆并按计划扩大生产规模。</blockquote></p><p> Overall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.</p><p><blockquote>总体而言，尽管Rivian看起来很有前途，但其股价可能已经反映了这一点。当该公司于12月16日发布第三季度业绩时，投资者将获得有关该公司进展的更多最新信息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/12/where-will-rivian-be-in-5-years/\">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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/12/where-will-rivian-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103000405","content_text":"Rivian Automotive, Inc. got loads of attention and interest after its recent IPO. And why not? The newly listed company has left the likes of Ford, General Motors, and Tesla behind in launching an all-electric pickup truck. It has also got more than 55,000 pre-orders for its pickup truck and SUV.\n\nYet, Rivian is at a very early stage, having delivered just 156 vehicles through October. Let's look at where the company and its stock could be five years from now.\n\nRivian's growth plans\nRivian plans to focus on the pickup truck, SUV, and commercial van market segments in the near term. Its focus geographies initially include the U.S., Canada, and Western Europe. In the long term, the company hopes to grow by entering new key markets as well as developing adjacent products. Rivian has started commercial production of its pickup truck R1T and plans to start production of its SUV -- R1S -- and electric delivery van in December.\n\n\nRivian's production facility in Normal, Illinois, has an estimated annual production capacity of 150,000 units. In addition to 55,000 pre-orders for R1T and R1S, Rivian has an agreement with Amazon for 100,000 delivery vans through 2030. However, Rivian expects to deliver all of the vans by as early as 2025.\n\nIt expects to deliver its pre-order backlog of 55,000 R1Ts and R1Ss by the end of 2023. Further, Rivian expects to reach an annual production rate of 150,000 vehicles (including commercial vehicles) by late 2023.\n\nIf things go as per Rivian's plan, the company would have delivered 55,000 pickup trucks and SUVs, in addition to, say, half of its 100,000 commercial delivery vans by the end of 2023. In five years, it could be producing 150,000 vehicles annually and might already be setting up a new production facility.\n\nWhat could support Rivian's growth\nIn addition to broader governmental and regulatory support for EVs, Rivian has some distinct advantages. First, it is targeting the pickup trucks and SUVs segment, which are among the highest-volume and most profitable auto segments. Similarly, e-commerce growth is pushing the demand for delivery vehicles -- another of Rivian's key segments. Logistics and e-commerce companies are transforming their fleets to electric vehicles, anticipating increased regulatory requirements for the same.\n\nFurther, Rivian's own charging network may help its growth. Rivian hopes to appeal to its potential customers and build confidence in the brand through its own network of chargers. In sync with the company's offerings, it plans to place chargers at adventurous destinations, in addition to interstates. By the end of 2023, the company plans to install more than 3,500 fast chargers at over 600 sites. Additionally, the company intends to install more than 10,000 level 2 chargers through 2023.\n\nRivian's direct-to-customer model, with no dealer network, along with its own charging and service network could help it deliver an end-to-end differentiated customer experience. Over time, the company hopes to monetize this through high-value services and subscription opportunities, including membership and software services, financing, insurance, charging, maintenance, repair, as well as Rivian's own resale program.\n\nFinally, the recent interest in Rivian shows that it has already managed to become a known brand without actually spending much on branding.\n\nIs Rivian stock a buy?\nAll of these factors make Rivian look like an interesting company. However, it is worth noting that these factors could already be priced into the stock. With a market valuation of more than $100 billion, investors are pricing Rivian for perfection.\n\nIn addition to execution risks, challenges from competition also need to be considered. As an example, Ford already has nearly 200,000 reservations for its upcoming electric pickup truck, F-150 Lightning. Similarly, upcoming electric pickup trucks from Tesla, General Motors, and several others will further heat up competition for Rivian. Rivian still needs to prove that it can deliver vehicles profitably and scale up production as planned.\n\nOverall, though Rivian looks promising, its stock price could already be reflecting that. Investors will get more updates on the company's progress when it releases its third-quarter results on Dec. 16.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600263780,"gmtCreate":1638159383239,"gmtModify":1638159383323,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"If only life is as easy as just put and hold&nbsp;","listText":"If only life is as easy as just put and hold&nbsp;","text":"If only life is as easy as just put and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600263780","repostId":"2186432637","repostType":2,"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604185949,"gmtCreate":1639359597506,"gmtModify":1639360819669,"author":{"id":"4097887764268680","authorId":"4097887764268680","name":"Kyeno","avatar":"https://static.tigerbbs.com/0d5becccf9434d4b95145e28591d97b5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097887764268680","idStr":"4097887764268680"},"themes":[],"htmlText":"Bottom trash&nbsp;","listText":"Bottom trash&nbsp;","text":"Bottom trash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604185949","repostId":"1133845166","repostType":4,"repost":{"id":"1133845166","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639130022,"share":"https://www.laohu8.com/m/news/1133845166?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:53","market":"us","language":"en","title":"Grab shares dropped another 2% in premarket trading<blockquote>Grab股价在盘前交易中又下跌2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133845166","media":"Tiger Newspress","summary":"Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.","content":"<p>Grab shares dropped another 2% in premarket trading.The stock fell more than 9% yesterday.</p><p><blockquote>Grab股价在盘前交易中又下跌2%。该股昨日跌超9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c53085cee57f6060446a02aa58e6a691\" tg-width=\"843\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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