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- rsursu
  ·2021-09-03
  $Meta Materials Inc.(MMAT)$ pls hold, dun let the bears/shorties win! Let them buy back at a higher price!
  1,421 评论
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- rsursu
  ·2021-07-30
  Good info
  Amazon, Robinhood, Tesla, Delta Variant: 5 Things You Must Know Before the Market Opens Friday<blockquote>Amazon、Robinhood、特斯拉、Delta Variant：周五开盘前您必须了解的5件事</blockquote>
  Stock futures are mostly lower as surging cases of the Delta coronavirus variant clouds the growth o
  Amazon, Robinhood, Tesla, Delta Variant: 5 Things You Must Know Before the Market Opens Friday<blockquote>Amazon、Robinhood、特斯拉、Delta Variant：周五开盘前您必须了解的5件事</blockquote>
  1,833 评论
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- rsursu
  ·2021-07-29
  Go up $wish!
  2 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote>
  Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both compa
  2 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote>
  2,586 评论
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- rsursu
  ·2021-07-23
  Good read!
  非常抱歉，此主贴已删除
  2,522 评论
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- rsursu
  ·2021-07-09
  Recovering
  非常抱歉，此主贴已删除
  3,056 评论
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- rsursu
  ·2021-06-28
  👌
  Tesla: Recent Weakness Is An Opportunity<blockquote>特斯拉：近期的疲软是一个机会</blockquote>
  Summary Tesla has been declining during the recent months, creating opportunities for patient inves
  Tesla: Recent Weakness Is An Opportunity<blockquote>特斯拉：近期的疲软是一个机会</blockquote>
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- rsursu
  ·2021-06-22
  Wow
  非常抱歉，此主贴已删除
  1,725 1
  4
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- rsursu
  ·2021-06-21
  Oh no
  非常抱歉，此主贴已删除
  1,773 1
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- rsursu
  ·2021-06-18
  👍👍
  非常抱歉，此主贴已删除
  2,181 1
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- rsursu
  ·2021-06-18
  Great!
  非常抱歉，此主贴已删除
  2,590 评论
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htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>&nbsp;pls hold,&nbsp;dun let the bears/shorties win! Let them buy back at a higher price!&nbsp;","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>&nbsp;pls hold,&nbsp;dun let the bears/shorties win! Let them buy back at a higher price!&nbsp;","text":"$Meta Materials Inc.(MMAT)$ pls hold, dun let the bears/shorties win! Let them buy back at a higher price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815299996","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806805659,"gmtCreate":1627646189271,"gmtModify":1633757490081,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806805659","repostId":"1148143448","repostType":4,"repost":{"id":"1148143448","kind":"news","pubTimestamp":1627639149,"share":"https://www.laohu8.com/m/news/1148143448?lang=zh_CN&edition=full","pubTime":"2021-07-30 17:59","market":"us","language":"en","title":"Amazon, Robinhood, Tesla, Delta Variant: 5 Things You Must Know Before the Market Opens Friday<blockquote>Amazon、Robinhood、特斯拉、Delta Variant：周五开盘前您必须了解的5件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148143448","media":"The Street","summary":"Stock futures are mostly lower as surging cases of the Delta coronavirus variant clouds the growth o","content":"<p><i><b>Stock futures are mostly lower as surging cases of the Delta coronavirus variant clouds the growth outlook; Amazon shares fall; Robinhood shares slip again; Tesla could pay a settlement to some Model S owners over battery throttling.</b></i></p><p><blockquote><i><b>由于德尔塔新冠病毒变异毒株病例激增给增长前景蒙上阴影，股票期货大多走低；亚马逊股价下跌；Robinhood股价再次下跌；特斯拉可能会就电池节流问题向一些Model S车主支付和解金。</b></i></blockquote></p><p> Here are five things you must know for Friday, July 30:</p><p><blockquote>以下是7月30日星期五您必须了解的五件事：</blockquote></p><p> <h3><b>1. Stock Futures Fall as Delta Coronavirus Variant Weighs on Outlook</b></h3> Stock futures were mostly lower Friday as investors weighed the prospect of still-solid economic growth against the prospect of the Delta variant of COVID-19 putting a dent in the final half of the year.</p><p><blockquote><h3><b>1.德尔塔新冠病毒变异毒株打压前景，股指期货下跌</b></h3>周五股指期货大多走低，原因是投资者权衡了经济增长仍然稳健的前景与COVID-19德尔塔变异毒株对今年下半年造成影响的前景。</blockquote></p><p> Contracts linked to the Dow Jones Industrial Average were down 88 points, S&amp;P 500 futures were down 27 points and Nasdaq futures were down 166 points.</p><p><blockquote>与道琼斯工业平均指数挂钩的合约下跌88点，标普500期货下跌27点，纳斯达克期货下跌166点。</blockquote></p><p> The yield on the benchmark 10-year Treasury was down 0.27% Friday to 1.247%.</p><p><blockquote>基准10年期国债收益率周五下跌0.27%，至1.247%。</blockquote></p><p> The Commerce Department reported Thursday that gross domestic product, a measure of all goods and services produced during the April-to-June period, grew 6.5% on an annualized basis, below the forecast of 8.4%.</p><p><blockquote>美国商务部周四报告称，衡量4月至6月期间生产的所有商品和服务的国内生产总值（GDP）年化增长6.5%，低于预期的8.4%。</blockquote></p><p> While investors took that as a positive sign the economy is recovering from its pandemic-induced slump, an internal document from the U.S. Centers for Disease Control and Prevention has suggested the Delta coronavirus variant surging across the U.S. appears to cause more severe illness and spread as easily as chickenpox.</p><p><blockquote>尽管投资者认为这是经济正在从大流行引发的衰退中复苏的积极迹象，但美国疾病控制与预防中心的一份内部文件表明，美国各地激增的德尔塔新冠病毒变异毒株似乎会导致更严重的疾病，并像水痘一样容易传播。</blockquote></p><p> The CDC is also scheduled to publish data Friday that will back the CDC's controversial decision this weekto change guidance for fully vaccinated peopleto wear masks indoors in places where transmission of the virus is sustained or high.</p><p><blockquote>疾病预防控制中心还计划在周五公布数据，支持疾病预防控制中心本周有争议的决定，即改变完全接种疫苗的人在病毒传播持续或高的地方在室内戴口罩的指导。</blockquote></p><p> <h3><b>2. Amazon Stock Falls After Revenue Miss and Lower Forecast</b></h3> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> shares traded lower Friday after the online retail giant posted stronger-than-expected second quarter earnings after the closing bell Thursday but revenue numbers that fell shy of Wall Street forecasts.</p><p><blockquote><h3><b>2.亚马逊股价因营收未达预期和下调预期而下跌</b></h3><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这家在线零售巨头周四收盘后公布的第二季度盈利强于预期，但营收数据低于华尔街预期，周五股价走低。</blockquote></p><p> Amazon posted earnings of $15.12 a share, 46% higher than the $10.30 a share it earned a year ago and ahead of FactSet consensus forecasts of $12.30 a share.</p><p><blockquote>亚马逊公布的每股收益为15.12美元，比一年前的每股10.30美元高出46%，也高于FactSet普遍预测的每股12.30美元。</blockquote></p><p> Revenue came in at $113.1 billion, up 27% from a year ago but still below analysts' estimates of $115.2 billion. Operating expenses were up 26.9% at $105.4 million.</p><p><blockquote>营收为1131亿美元，同比增长27%，但仍低于分析师预期的1152亿美元。运营费用增长26.9%，达到1.054亿美元。</blockquote></p><p> For the current quarter, Amazon said it sees operating income of between $3.5 billion and $6 billion on revenue of between $106 billion and $112 billion. Analysts polled by FactSet are currently expecting revenue of $119.3 billion.</p><p><blockquote>亚马逊表示，本季度营业收入在35亿美元至60亿美元之间，营收在1060亿美元至1120亿美元之间。FactSet调查的分析师目前预计营收为1193亿美元。</blockquote></p><p> Amazon shares were down 6.28% at $3,374 in premarket trading.</p><p><blockquote>亚马逊股价在盘前交易中下跌6.28%，至3,374美元。</blockquote></p><p> <h3><b>3. Friday's Calendar: Exxon and Chevron Earnings</b></h3> Earnings reports are expected Friday from <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble</a>, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>, <a href=\"https://laohu8.com/S/CAT\">Caterpillar</a> and <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a>.</p><p><blockquote><h3><b>3.周五日历：埃克森美孚和雪佛龙财报</b></h3>预计周五将发布收益报告<a href=\"https://laohu8.com/S/PG\">宝洁公司</a>,<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>,<a href=\"https://laohu8.com/S/ABBV\">艾伯维</a>,<a href=\"https://laohu8.com/S/CAT\">毛虫</a>和<a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a>.</blockquote></p><p> The&nbsp;economic calendar&nbsp;in the U.S. Friday includes&nbsp;Personal Income and Outlays for June at 8:30 a.m. ET,&nbsp;Chicago PMI for July at 9:45 a.m. and Consumer Sentiment for July at 10 a.m.</p><p><blockquote>美国周五的经济日历包括美国东部时间上午8:30的6月份个人收入和支出、上午9:45的7月份芝加哥PMI以及上午10点的7月份消费者信心指数。</blockquote></p><p> <h3><b>4. Robinhood Stock Falls in Second Day of Trading</b></h3> <a href=\"https://laohu8.com/S/HOOD\">Robinhood Markets, Inc.</a> shares traded lower in premarket trading Friday after finishing its first trading day as a public company on Thursday down more than 8%.</p><p><blockquote><h3><b>4.Robinhood股票在第二个交易日下跌</b></h3><a href=\"https://laohu8.com/S/HOOD\">罗宾汉市场公司。</a>周四结束上市公司首个交易日后，该股周五盘前交易走低，跌幅超过8%。</blockquote></p><p> Robinhood sold 55 million shares at $38 each, thelower end of its $38 to $42 targetlate Wednesday, raising $2.1 billion and valuing the popular online trading app at around $31.8 billion.</p><p><blockquote>Robinhood以每股38美元的价格出售了5500万股股票，这是周三晚间38美元至42美元目标的下限，筹集了21亿美元，这款流行的在线交易应用的估值约为318亿美元。</blockquote></p><p> After opening at $38 Thursday, Robinhood shares fell as much as 11% before rebounding to finish off $3.18, or 8.4%, at $34.82.</p><p><blockquote>周四开盘价为38美元后，Robinhood股价下跌11%，随后反弹至3.18美元，跌幅8.4%，至34.82美元。</blockquote></p><p> Robinhood CEO Vlad Tenev spoke sat down with TheStreet's Jim Cramer for his\"Know Your IPO\" segment Thursday, telling him that despite opening-day losses he is&nbsp;building a long-term business and isn't worried about first-day performance.</p><p><blockquote>Robinhood首席执行官弗拉德·特涅夫(Vlad Tenev)周四在TheStreet的吉姆·克莱默(Jim Cramer)的“了解你的IPO”节目中接受了采访，告诉他，尽管首日亏损，但他正在建立长期业务，并不担心首日表现。</blockquote></p><p> Tenev said that Robinhood's mission has always been the democratization of finance, whether that be with commission-free trading of stocks, fractional shares, cryptocurrencies or access to the IPO markets.</p><p><blockquote>Tenev表示，Robinhood的使命始终是金融民主化，无论是股票、零股、加密货币的免佣金交易还是进入IPO市场。</blockquote></p><p> Robinhood now has nearly 22 million active daily users. The platform has become synonymous with so-called meme-stock investors who look to collectively build momentum in shares of companies that may or may not have strong earnings potential.</p><p><blockquote>Robinhood目前拥有近2200万日活跃用户。该平台已成为所谓模因股票投资者的代名词，他们希望集体买入可能具有或可能没有强劲盈利潜力的公司的股票。</blockquote></p><p> <h3><b>5. Tesla Owners Could Get $625 in Class-Action Battery Throttling Settlement</b></h3> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> shares traded lower on Friday after reports that some Tesla&nbsp;owners could get $625 each to settle claims that an over-the-air update pushed to their Model S electric sedans in May 2019 reduced their battery’s charging speed.</p><p><blockquote><h3><b>5.特斯拉车主可在集体诉讼电池节流和解中获得625美元</b></h3><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有报道称，一些特斯拉车主每人可以获得625美元，以解决2019年5月推送到Model S电动轿车的无线更新降低了电池充电速度的指控，周五股价走低。</blockquote></p><p></p><p> The proposed settlement would have Tesla paying $1.5 million into a fund that would pay owners for temporary reductions in battery charging speed,&nbsp;maximum capacity and range, according to documents filed with a U.S. District Court in San Francisco and obtained by CNBC.</p><p><blockquote>根据CNBC获得的提交给美国三藩市地方法院的文件，拟议的和解协议将要求特斯拉向一个基金支付150万美元，该基金将向车主支付暂时降低电池充电速度、最大容量和续航里程的费用。</blockquote></p><p> Some 1,743&nbsp;Tesla Model S owners were impacted by the software update, according to the filings.&nbsp;Reutersfirst reported on the new filings in the class action, David Rasmussen v. Tesla Inc.</p><p><blockquote>文件显示，约1,743名特斯拉Model S车主受到软件更新的影响。路透社首先报道了大卫·拉斯姆森诉特斯拉公司集体诉讼中的新文件。</blockquote></p><p> Shares of Tesla were down 1.23% at $669 in premarket trading on Friday.</p><p><blockquote>周五盘前交易中，特斯拉股价下跌1.23%，至669美元。</blockquote></p><p></p>","source":"lsy1610613172068","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>Amazon, Robinhood, Tesla, Delta Variant: 5 Things You Must Know Before the Market Opens Friday<blockquote>Amazon、Robinhood、特斯拉、Delta Variant：周五开盘前您必须了解的5件事</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\">\nAmazon, Robinhood, Tesla, Delta Variant: 5 Things You Must Know Before the Market Opens Friday<blockquote>Amazon、Robinhood、特斯拉、Delta Variant：周五开盘前您必须了解的5件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-30 17:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>Stock futures are mostly lower as surging cases of the Delta coronavirus variant clouds the growth outlook; Amazon shares fall; Robinhood shares slip again; Tesla could pay a settlement to some Model S owners over battery throttling.</b></i></p><p><blockquote><i><b>由于德尔塔新冠病毒变异毒株病例激增给增长前景蒙上阴影，股票期货大多走低；亚马逊股价下跌；Robinhood股价再次下跌；特斯拉可能会就电池节流问题向一些Model S车主支付和解金。</b></i></blockquote></p><p> Here are five things you must know for Friday, July 30:</p><p><blockquote>以下是7月30日星期五您必须了解的五件事：</blockquote></p><p> <h3><b>1. Stock Futures Fall as Delta Coronavirus Variant Weighs on Outlook</b></h3> Stock futures were mostly lower Friday as investors weighed the prospect of still-solid economic growth against the prospect of the Delta variant of COVID-19 putting a dent in the final half of the year.</p><p><blockquote><h3><b>1.德尔塔新冠病毒变异毒株打压前景，股指期货下跌</b></h3>周五股指期货大多走低，原因是投资者权衡了经济增长仍然稳健的前景与COVID-19德尔塔变异毒株对今年下半年造成影响的前景。</blockquote></p><p> Contracts linked to the Dow Jones Industrial Average were down 88 points, S&amp;P 500 futures were down 27 points and Nasdaq futures were down 166 points.</p><p><blockquote>与道琼斯工业平均指数挂钩的合约下跌88点，标普500期货下跌27点，纳斯达克期货下跌166点。</blockquote></p><p> The yield on the benchmark 10-year Treasury was down 0.27% Friday to 1.247%.</p><p><blockquote>基准10年期国债收益率周五下跌0.27%，至1.247%。</blockquote></p><p> The Commerce Department reported Thursday that gross domestic product, a measure of all goods and services produced during the April-to-June period, grew 6.5% on an annualized basis, below the forecast of 8.4%.</p><p><blockquote>美国商务部周四报告称，衡量4月至6月期间生产的所有商品和服务的国内生产总值（GDP）年化增长6.5%，低于预期的8.4%。</blockquote></p><p> While investors took that as a positive sign the economy is recovering from its pandemic-induced slump, an internal document from the U.S. Centers for Disease Control and Prevention has suggested the Delta coronavirus variant surging across the U.S. appears to cause more severe illness and spread as easily as chickenpox.</p><p><blockquote>尽管投资者认为这是经济正在从大流行引发的衰退中复苏的积极迹象，但美国疾病控制与预防中心的一份内部文件表明，美国各地激增的德尔塔新冠病毒变异毒株似乎会导致更严重的疾病，并像水痘一样容易传播。</blockquote></p><p> The CDC is also scheduled to publish data Friday that will back the CDC's controversial decision this weekto change guidance for fully vaccinated peopleto wear masks indoors in places where transmission of the virus is sustained or high.</p><p><blockquote>疾病预防控制中心还计划在周五公布数据，支持疾病预防控制中心本周有争议的决定，即改变完全接种疫苗的人在病毒传播持续或高的地方在室内戴口罩的指导。</blockquote></p><p> <h3><b>2. Amazon Stock Falls After Revenue Miss and Lower Forecast</b></h3> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> shares traded lower Friday after the online retail giant posted stronger-than-expected second quarter earnings after the closing bell Thursday but revenue numbers that fell shy of Wall Street forecasts.</p><p><blockquote><h3><b>2.亚马逊股价因营收未达预期和下调预期而下跌</b></h3><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这家在线零售巨头周四收盘后公布的第二季度盈利强于预期，但营收数据低于华尔街预期，周五股价走低。</blockquote></p><p> Amazon posted earnings of $15.12 a share, 46% higher than the $10.30 a share it earned a year ago and ahead of FactSet consensus forecasts of $12.30 a share.</p><p><blockquote>亚马逊公布的每股收益为15.12美元，比一年前的每股10.30美元高出46%，也高于FactSet普遍预测的每股12.30美元。</blockquote></p><p> Revenue came in at $113.1 billion, up 27% from a year ago but still below analysts' estimates of $115.2 billion. Operating expenses were up 26.9% at $105.4 million.</p><p><blockquote>营收为1131亿美元，同比增长27%，但仍低于分析师预期的1152亿美元。运营费用增长26.9%，达到1.054亿美元。</blockquote></p><p> For the current quarter, Amazon said it sees operating income of between $3.5 billion and $6 billion on revenue of between $106 billion and $112 billion. Analysts polled by FactSet are currently expecting revenue of $119.3 billion.</p><p><blockquote>亚马逊表示，本季度营业收入在35亿美元至60亿美元之间，营收在1060亿美元至1120亿美元之间。FactSet调查的分析师目前预计营收为1193亿美元。</blockquote></p><p> Amazon shares were down 6.28% at $3,374 in premarket trading.</p><p><blockquote>亚马逊股价在盘前交易中下跌6.28%，至3,374美元。</blockquote></p><p> <h3><b>3. Friday's Calendar: Exxon and Chevron Earnings</b></h3> Earnings reports are expected Friday from <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble</a>, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>, <a href=\"https://laohu8.com/S/CAT\">Caterpillar</a> and <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a>.</p><p><blockquote><h3><b>3.周五日历：埃克森美孚和雪佛龙财报</b></h3>预计周五将发布收益报告<a href=\"https://laohu8.com/S/PG\">宝洁公司</a>,<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>,<a href=\"https://laohu8.com/S/ABBV\">艾伯维</a>,<a href=\"https://laohu8.com/S/CAT\">毛虫</a>和<a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a>.</blockquote></p><p> The&nbsp;economic calendar&nbsp;in the U.S. Friday includes&nbsp;Personal Income and Outlays for June at 8:30 a.m. ET,&nbsp;Chicago PMI for July at 9:45 a.m. and Consumer Sentiment for July at 10 a.m.</p><p><blockquote>美国周五的经济日历包括美国东部时间上午8:30的6月份个人收入和支出、上午9:45的7月份芝加哥PMI以及上午10点的7月份消费者信心指数。</blockquote></p><p> <h3><b>4. Robinhood Stock Falls in Second Day of Trading</b></h3> <a href=\"https://laohu8.com/S/HOOD\">Robinhood Markets, Inc.</a> shares traded lower in premarket trading Friday after finishing its first trading day as a public company on Thursday down more than 8%.</p><p><blockquote><h3><b>4.Robinhood股票在第二个交易日下跌</b></h3><a href=\"https://laohu8.com/S/HOOD\">罗宾汉市场公司。</a>周四结束上市公司首个交易日后，该股周五盘前交易走低，跌幅超过8%。</blockquote></p><p> Robinhood sold 55 million shares at $38 each, thelower end of its $38 to $42 targetlate Wednesday, raising $2.1 billion and valuing the popular online trading app at around $31.8 billion.</p><p><blockquote>Robinhood以每股38美元的价格出售了5500万股股票，这是周三晚间38美元至42美元目标的下限，筹集了21亿美元，这款流行的在线交易应用的估值约为318亿美元。</blockquote></p><p> After opening at $38 Thursday, Robinhood shares fell as much as 11% before rebounding to finish off $3.18, or 8.4%, at $34.82.</p><p><blockquote>周四开盘价为38美元后，Robinhood股价下跌11%，随后反弹至3.18美元，跌幅8.4%，至34.82美元。</blockquote></p><p> Robinhood CEO Vlad Tenev spoke sat down with TheStreet's Jim Cramer for his\"Know Your IPO\" segment Thursday, telling him that despite opening-day losses he is&nbsp;building a long-term business and isn't worried about first-day performance.</p><p><blockquote>Robinhood首席执行官弗拉德·特涅夫(Vlad Tenev)周四在TheStreet的吉姆·克莱默(Jim Cramer)的“了解你的IPO”节目中接受了采访，告诉他，尽管首日亏损，但他正在建立长期业务，并不担心首日表现。</blockquote></p><p> Tenev said that Robinhood's mission has always been the democratization of finance, whether that be with commission-free trading of stocks, fractional shares, cryptocurrencies or access to the IPO markets.</p><p><blockquote>Tenev表示，Robinhood的使命始终是金融民主化，无论是股票、零股、加密货币的免佣金交易还是进入IPO市场。</blockquote></p><p> Robinhood now has nearly 22 million active daily users. The platform has become synonymous with so-called meme-stock investors who look to collectively build momentum in shares of companies that may or may not have strong earnings potential.</p><p><blockquote>Robinhood目前拥有近2200万日活跃用户。该平台已成为所谓模因股票投资者的代名词，他们希望集体买入可能具有或可能没有强劲盈利潜力的公司的股票。</blockquote></p><p> <h3><b>5. Tesla Owners Could Get $625 in Class-Action Battery Throttling Settlement</b></h3> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> shares traded lower on Friday after reports that some Tesla&nbsp;owners could get $625 each to settle claims that an over-the-air update pushed to their Model S electric sedans in May 2019 reduced their battery’s charging speed.</p><p><blockquote><h3><b>5.特斯拉车主可在集体诉讼电池节流和解中获得625美元</b></h3><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有报道称，一些特斯拉车主每人可以获得625美元，以解决2019年5月推送到Model S电动轿车的无线更新降低了电池充电速度的指控，周五股价走低。</blockquote></p><p></p><p> The proposed settlement would have Tesla paying $1.5 million into a fund that would pay owners for temporary reductions in battery charging speed,&nbsp;maximum capacity and range, according to documents filed with a U.S. District Court in San Francisco and obtained by CNBC.</p><p><blockquote>根据CNBC获得的提交给美国三藩市地方法院的文件，拟议的和解协议将要求特斯拉向一个基金支付150万美元，该基金将向车主支付暂时降低电池充电速度、最大容量和续航里程的费用。</blockquote></p><p> Some 1,743&nbsp;Tesla Model S owners were impacted by the software update, according to the filings.&nbsp;Reutersfirst reported on the new filings in the class action, David Rasmussen v. Tesla Inc.</p><p><blockquote>文件显示，约1,743名特斯拉Model S车主受到软件更新的影响。路透社首先报道了大卫·拉斯姆森诉特斯拉公司集体诉讼中的新文件。</blockquote></p><p> Shares of Tesla were down 1.23% at $669 in premarket trading on Friday.</p><p><blockquote>周五盘前交易中，特斯拉股价下跌1.23%，至669美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-friday-073021\">The Street</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":{"AMZN":"亚马逊","PG":"宝洁","CVX":"雪佛龙","CAT":"卡特彼勒","TSLA":"特斯拉","HOOD":"Robinhood","ABBV":"艾伯维公司","XOM":"埃克森美孚","CL":"高露洁"},"source_url":"https://www.thestreet.com/markets/5-things-you-must-know-before-market-opens-friday-073021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148143448","content_text":"Stock futures are mostly lower as surging cases of the Delta coronavirus variant clouds the growth outlook; Amazon shares fall; Robinhood shares slip again; Tesla could pay a settlement to some Model S owners over battery throttling.\nHere are five things you must know for Friday, July 30:\n1. Stock Futures Fall as Delta Coronavirus Variant Weighs on Outlook\nStock futures were mostly lower Friday as investors weighed the prospect of still-solid economic growth against the prospect of the Delta variant of COVID-19 putting a dent in the final half of the year.\nContracts linked to the Dow Jones Industrial Average were down 88 points, S&P 500 futures were down 27 points and Nasdaq futures were down 166 points.\nThe yield on the benchmark 10-year Treasury was down 0.27% Friday to 1.247%.\nThe Commerce Department reported Thursday that gross domestic product, a measure of all goods and services produced during the April-to-June period, grew 6.5% on an annualized basis, below the forecast of 8.4%.\nWhile investors took that as a positive sign the economy is recovering from its pandemic-induced slump, an internal document from the U.S. Centers for Disease Control and Prevention has suggested the Delta coronavirus variant surging across the U.S. appears to cause more severe illness and spread as easily as chickenpox.\nThe CDC is also scheduled to publish data Friday that will back the CDC's controversial decision this weekto change guidance for fully vaccinated peopleto wear masks indoors in places where transmission of the virus is sustained or high.\n2. Amazon Stock Falls After Revenue Miss and Lower Forecast\nAmazon.com shares traded lower Friday after the online retail giant posted stronger-than-expected second quarter earnings after the closing bell Thursday but revenue numbers that fell shy of Wall Street forecasts.\nAmazon posted earnings of $15.12 a share, 46% higher than the $10.30 a share it earned a year ago and ahead of FactSet consensus forecasts of $12.30 a share.\nRevenue came in at $113.1 billion, up 27% from a year ago but still below analysts' estimates of $115.2 billion. Operating expenses were up 26.9% at $105.4 million.\nFor the current quarter, Amazon said it sees operating income of between $3.5 billion and $6 billion on revenue of between $106 billion and $112 billion. Analysts polled by FactSet are currently expecting revenue of $119.3 billion.\nAmazon shares were down 6.28% at $3,374 in premarket trading.\n3. Friday's Calendar: Exxon and Chevron Earnings\nEarnings reports are expected Friday from Procter & Gamble, Exxon Mobil, Chevron, AbbVie, Caterpillar and Colgate-Palmolive.\nThe economic calendar in the U.S. Friday includes Personal Income and Outlays for June at 8:30 a.m. ET, Chicago PMI for July at 9:45 a.m. and Consumer Sentiment for July at 10 a.m.\n4. Robinhood Stock Falls in Second Day of Trading\nRobinhood Markets, Inc. shares traded lower in premarket trading Friday after finishing its first trading day as a public company on Thursday down more than 8%.\nRobinhood sold 55 million shares at $38 each, thelower end of its $38 to $42 targetlate Wednesday, raising $2.1 billion and valuing the popular online trading app at around $31.8 billion.\nAfter opening at $38 Thursday, Robinhood shares fell as much as 11% before rebounding to finish off $3.18, or 8.4%, at $34.82.\nRobinhood CEO Vlad Tenev spoke sat down with TheStreet's Jim Cramer for his\"Know Your IPO\" segment Thursday, telling him that despite opening-day losses he is building a long-term business and isn't worried about first-day performance.\nTenev said that Robinhood's mission has always been the democratization of finance, whether that be with commission-free trading of stocks, fractional shares, cryptocurrencies or access to the IPO markets.\nRobinhood now has nearly 22 million active daily users. The platform has become synonymous with so-called meme-stock investors who look to collectively build momentum in shares of companies that may or may not have strong earnings potential.\n5. Tesla Owners Could Get $625 in Class-Action Battery Throttling Settlement\nTesla Motors shares traded lower on Friday after reports that some Tesla owners could get $625 each to settle claims that an over-the-air update pushed to their Model S electric sedans in May 2019 reduced their battery’s charging speed.\nThe proposed settlement would have Tesla paying $1.5 million into a fund that would pay owners for temporary reductions in battery charging speed, maximum capacity and range, according to documents filed with a U.S. District Court in San Francisco and obtained by CNBC.\nSome 1,743 Tesla Model S owners were impacted by the software update, according to the filings. Reutersfirst reported on the new filings in the class action, David Rasmussen v. Tesla Inc.\nShares of Tesla were down 1.23% at $669 in premarket trading on Friday.","news_type":1,"symbols_score_info":{"HOOD":0.9,"XOM":0.9,"ABBV":0.9,"AMZN":0.9,"CVX":0.9,"CAT":0.9,"PG":0.9,"TSLA":0.9,"CL":0.9}},"isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801617180,"gmtCreate":1627514630140,"gmtModify":1633764338811,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Go up $wish!&nbsp;","listText":"Go up $wish!&nbsp;","text":"Go up $wish!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801617180","repostId":"1153282663","repostType":4,"repost":{"id":"1153282663","kind":"news","pubTimestamp":1627478554,"share":"https://www.laohu8.com/m/news/1153282663?lang=zh_CN&edition=full","pubTime":"2021-07-28 21:22","market":"us","language":"en","title":"2 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153282663","media":"TheStreet","summary":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both compa","content":"<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p><p><blockquote>SOFI和WISH的股票在Reddit用户中很受欢迎。但良好的基本面表明，这两家公司不仅仅是模因股票的候选者。</blockquote></p><p> Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p><p><blockquote>模因股票的一般特点是（1）它们在散户投资者中很受欢迎，以及（2）商业基本面往往不够原始。除其他原因外，高空头兴趣以及Reddit的受欢迎程度通常是推动模因狂热的主要力量。</blockquote></p><p> Today, Wall Street Memes talks about SoFI&nbsp;and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p><p><blockquote>今天，华尔街模因谈论SoFI和ContextLogic，这两家深受模因人群喜爱的公司。然而，除了受欢迎之外，两者都在两个不断增长的细分市场中展示了良好的基本面。</blockquote></p><p> <b>$SOFI - SoFi: a profitable fintech</b></p><p><blockquote><b>$SOFI-SOFI：盈利的金融科技</b></blockquote></p><p> Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p><p><blockquote>金融科技公司SoFi一直在同行中脱颖而出。这个新兴行业一直是大型银行和金融机构的替代品。根据第三方数据，预计到2022年该行业将增长25%。</blockquote></p><p> <ul>  <li><b>Solid results and still growing</b></li> </ul> SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p><p><blockquote><ul><li><b>业绩稳健且仍在增长</b></li></ul>SoFi一直在送货。该公司报告过去12个月的收入接近7.5亿美元，同比增长151%。SoFi还因其盈利而在金融科技领域脱颖而出，由于其低费用模式，这在该领域很难实现。</blockquote></p><p> The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p><p><blockquote>该公司已连续三个季度实现正EBITDA，上一期同比增长7000万美元。在B2B领域，子公司Galileo上个季度实现了三位数增长，同比增长超过100%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：SOFI调整后EBITDA。</span></p></blockquote></p><p> <ul>  <li><b>What Wall Street has been saying</b></li> </ul> According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>据雅虎财经报道，两位分析师支持SOFI的买入建议，目标价为27.50美元。奥本海默目标价为25美元，上涨潜力为55%。</blockquote></p><p> As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p><p><blockquote>正如分析师提到的，客户获取、交叉销售和市场份额占领是SoFi资产提供的机会。此外，独特的面向消费者的平台是消费贷款的一个差异化因素。</blockquote></p><p> Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according&nbsp;to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p><p><blockquote>更为乐观的是罗森布拉特证券。该公司将目标价定为30美元，预计上涨86%。这位分析师表示，看涨的原因可以概括为“处于有利地位，可以获取大量价值”。</blockquote></p><p> The most recent take on SOFI stock came from Jim Cramer.According&nbsp;to him, shares are only one dollar away from his own target price.</p><p><blockquote>Jim Cramer对SOFI股票的最新看法。据他称，股价距离他自己的目标价仅差一美元。</blockquote></p><p>   “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”  <b>$WISH - ContextLogic: promising e-commerce</b></p><p><blockquote>“我认为SoFi应该很快就会结束下跌。我的意思是，股票停在零。这件事简直就是一场噩梦，[首席执行官]安东尼·诺托(Anthony Noto)比这更好。它的价格是15美元。我是14美元水平的买家。”<b>$wish-contextlogic：有前途的电子商务</b></blockquote></p><p> ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p><p><blockquote>运营Wish.com的公司ContextLogic是一个低成本电子商务市场，有超过100万商家使用。Wish的大部分业务来自中国，这是该商家的主要分销国。</blockquote></p><p> <ul>  <li><b>Recent financial performance</b></li> </ul> In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p><p><blockquote><ul><li><b>近期财务表现</b></li></ul>在该公司最新的财报中，ContextLogic报告收入同比强劲增长76%，超出了分析师7.43亿美元的营收预期。然而，高昂的营销和销售成本导致了负利润率和巨额净亏损：每股收益为-0.21，而华尔街估计为-0.18。</blockquote></p><p> As far as the retail space is concerned,a research report suggests&nbsp;that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p><p><blockquote>就零售领域而言，一份研究报告表明，电子商务可能会在新冠肺炎危机之后蓬勃发展。据估计，2021年美国在线销售额将增长8650亿美元，比已经是电子商务理想的疫情年增长13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：WISH 2021财年第一季度收入和净亏损。</span></p></blockquote></p><p> <ul>  <li><b>What Wall Street has been saying</b></li> </ul> According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>根据TipRanks的数据，过去3个月有6位分析师对WISH给予了适度买入建议。一致目标价为16美元，表明上涨机会约为70%。尽管分析师总体持乐观态度，但最新的看法却更加谨慎。</blockquote></p><p> Evercore ISI recently&nbsp;downgraded&nbsp;its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p><p><blockquote>Evercore ISI最近将其推荐评级从买入下调至持有。该分析师表示，Wish终身首席财务官在IPO后辞职可能会利空该股。然而，分析师仍认为有42%的上涨潜力。</blockquote></p><p> The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst&nbsp;noted&nbsp;that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p><p><blockquote>最新的观点来自美国银行，再次将评级下调至中性。该分析师指出，自IPO以来的前几个季度，客户获取策略导致客户增长低于之前的预期。此外，他补充说，美国上半年的刺激措施并没有对公司的销售产生预期的好处。</blockquote></p><p></p><p> As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according&nbsp;to Yahoo Finance – arguably making it more of a target of meme mania.</p><p><blockquote>顺便说一句，根据雅虎财经的数据，WISH目前的空头利率相当高，接近14%，这可以说使其更成为迷因狂热的目标。</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 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</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 Reddit-Favorite Stocks That Are More Than A Meme<blockquote>Reddit上最受欢迎的2只股票，它们不仅仅是一个迷因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-28 21:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p><p><blockquote>SOFI和WISH的股票在Reddit用户中很受欢迎。但良好的基本面表明，这两家公司不仅仅是模因股票的候选者。</blockquote></p><p> Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p><p><blockquote>模因股票的一般特点是（1）它们在散户投资者中很受欢迎，以及（2）商业基本面往往不够原始。除其他原因外，高空头兴趣以及Reddit的受欢迎程度通常是推动模因狂热的主要力量。</blockquote></p><p> Today, Wall Street Memes talks about SoFI&nbsp;and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p><p><blockquote>今天，华尔街模因谈论SoFI和ContextLogic，这两家深受模因人群喜爱的公司。然而，除了受欢迎之外，两者都在两个不断增长的细分市场中展示了良好的基本面。</blockquote></p><p> <b>$SOFI - SoFi: a profitable fintech</b></p><p><blockquote><b>$SOFI-SOFI：盈利的金融科技</b></blockquote></p><p> Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p><p><blockquote>金融科技公司SoFi一直在同行中脱颖而出。这个新兴行业一直是大型银行和金融机构的替代品。根据第三方数据，预计到2022年该行业将增长25%。</blockquote></p><p> <ul>  <li><b>Solid results and still growing</b></li> </ul> SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p><p><blockquote><ul><li><b>业绩稳健且仍在增长</b></li></ul>SoFi一直在送货。该公司报告过去12个月的收入接近7.5亿美元，同比增长151%。SoFi还因其盈利而在金融科技领域脱颖而出，由于其低费用模式，这在该领域很难实现。</blockquote></p><p> The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p><p><blockquote>该公司已连续三个季度实现正EBITDA，上一期同比增长7000万美元。在B2B领域，子公司Galileo上个季度实现了三位数增长，同比增长超过100%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：SOFI调整后EBITDA。</span></p></blockquote></p><p> <ul>  <li><b>What Wall Street has been saying</b></li> </ul> According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>据雅虎财经报道，两位分析师支持SOFI的买入建议，目标价为27.50美元。奥本海默目标价为25美元，上涨潜力为55%。</blockquote></p><p> As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p><p><blockquote>正如分析师提到的，客户获取、交叉销售和市场份额占领是SoFi资产提供的机会。此外，独特的面向消费者的平台是消费贷款的一个差异化因素。</blockquote></p><p> Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according&nbsp;to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p><p><blockquote>更为乐观的是罗森布拉特证券。该公司将目标价定为30美元，预计上涨86%。这位分析师表示，看涨的原因可以概括为“处于有利地位，可以获取大量价值”。</blockquote></p><p> The most recent take on SOFI stock came from Jim Cramer.According&nbsp;to him, shares are only one dollar away from his own target price.</p><p><blockquote>Jim Cramer对SOFI股票的最新看法。据他称，股价距离他自己的目标价仅差一美元。</blockquote></p><p>   “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”  <b>$WISH - ContextLogic: promising e-commerce</b></p><p><blockquote>“我认为SoFi应该很快就会结束下跌。我的意思是，股票停在零。这件事简直就是一场噩梦，[首席执行官]安东尼·诺托(Anthony Noto)比这更好。它的价格是15美元。我是14美元水平的买家。”<b>$wish-contextlogic：有前途的电子商务</b></blockquote></p><p> ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p><p><blockquote>运营Wish.com的公司ContextLogic是一个低成本电子商务市场，有超过100万商家使用。Wish的大部分业务来自中国，这是该商家的主要分销国。</blockquote></p><p> <ul>  <li><b>Recent financial performance</b></li> </ul> In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p><p><blockquote><ul><li><b>近期财务表现</b></li></ul>在该公司最新的财报中，ContextLogic报告收入同比强劲增长76%，超出了分析师7.43亿美元的营收预期。然而，高昂的营销和销售成本导致了负利润率和巨额净亏损：每股收益为-0.21，而华尔街估计为-0.18。</blockquote></p><p> As far as the retail space is concerned,a research report suggests&nbsp;that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p><p><blockquote>就零售领域而言，一份研究报告表明，电子商务可能会在新冠肺炎危机之后蓬勃发展。据估计，2021年美国在线销售额将增长8650亿美元，比已经是电子商务理想的疫情年增长13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：WISH 2021财年第一季度收入和净亏损。</span></p></blockquote></p><p> <ul>  <li><b>What Wall Street has been saying</b></li> </ul> According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p><p><blockquote><ul><li><b>华尔街一直在说什么</b></li></ul>根据TipRanks的数据，过去3个月有6位分析师对WISH给予了适度买入建议。一致目标价为16美元，表明上涨机会约为70%。尽管分析师总体持乐观态度，但最新的看法却更加谨慎。</blockquote></p><p> Evercore ISI recently&nbsp;downgraded&nbsp;its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p><p><blockquote>Evercore ISI最近将其推荐评级从买入下调至持有。该分析师表示，Wish终身首席财务官在IPO后辞职可能会利空该股。然而，分析师仍认为有42%的上涨潜力。</blockquote></p><p> The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst&nbsp;noted&nbsp;that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p><p><blockquote>最新的观点来自美国银行，再次将评级下调至中性。该分析师指出，自IPO以来的前几个季度，客户获取策略导致客户增长低于之前的预期。此外，他补充说，美国上半年的刺激措施并没有对公司的销售产生预期的好处。</blockquote></p><p></p><p> As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according&nbsp;to Yahoo Finance – arguably making it more of a target of meme mania.</p><p><blockquote>顺便说一句，根据雅虎财经的数据，WISH目前的空头利率相当高，接近14%，这可以说使其更成为迷因狂热的目标。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme\">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":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153282663","content_text":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.\nToday, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.\n$SOFI - SoFi: a profitable fintech\nFintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.\n\nSolid results and still growing\n\nSoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.\nThe company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.\nFigure 1: SOFI adjusted EBITDA.\n\nWhat Wall Street has been saying\n\nAccording to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.\nAs mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.\nEven more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.\nThe most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.\n\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n\n$WISH - ContextLogic: promising e-commerce\nContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.\n\nRecent financial performance\n\nIn the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.\nAs far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.\nFigure 2: WISH FY21 Q1 Revenue and net loss.\n\nWhat Wall Street has been saying\n\nAccording to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.\nEvercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.\nThe latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.\nAs a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.","news_type":1,"symbols_score_info":{"SOFI":0.9,"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172779779,"gmtCreate":1626996775591,"gmtModify":1633769041214,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Good read!&nbsp;","listText":"Good read!&nbsp;","text":"Good read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172779779","repostId":"2153671844","repostType":4,"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143102430,"gmtCreate":1625771352220,"gmtModify":1633937531190,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Recovering","listText":"Recovering","text":"Recovering","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143102430","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127744447,"gmtCreate":1624871560889,"gmtModify":1633947694661,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/127744447","repostId":"1163132894","repostType":4,"repost":{"id":"1163132894","kind":"news","pubTimestamp":1624863227,"share":"https://www.laohu8.com/m/news/1163132894?lang=zh_CN&edition=full","pubTime":"2021-06-28 14:53","market":"us","language":"en","title":"Tesla: Recent Weakness Is An Opportunity<blockquote>特斯拉：近期的疲软是一个机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163132894","media":"seekingalpha","summary":"Summary\n\nTesla has been declining during the recent months, creating opportunities for patient inves","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla has been declining during the recent months, creating opportunities for patient investors.</li>  <li>Rising competition and profit concerns are not a problem for Tesla due to its key advantages.</li>  <li>Tesla's unique ecosystem and the size of the market will allow Tesla to continue its growth despite rising competition.</li>  <li>Although risks remain, I believe that Tesla is a long-term buy because the company is still in its growth phases.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707bb99dcaa93d75f576a78ef1ecd11c\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>近几个月来，特斯拉一直在下跌，为耐心的投资者创造了机会。</li><li>由于特斯拉的关键优势，竞争加剧和利润担忧对其来说不是问题。</li><li>特斯拉独特的生态系统和市场规模将使特斯拉在竞争加剧的情况下继续增长。</li><li>尽管风险依然存在，但我相信特斯拉是长期买入的股票，因为该公司仍处于增长阶段。</li></ul><p class=\"t-img-caption\"><span>jetcityimage/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Over the past few months, Tesla stock has been struggling to move upwards. This could be seen as normal since the stock saw a massive bull run in 2020 and some noticeable risks started arising. One of these risks was inflationary pressure leading to investors speculating that the FED will taper and raise rates earlier than expected. This fear caused the overall tech and growth sector to decline. However, the inflationary fears dragging the tech and growth sector have been weakening over the past few months. Although the actual inflation seen in the CPI data worsened year-over-year, investors are reacting less negatively to the news, lessening the pressure on overall tech and growth stocks. Also, the 10-year treasury yield is declining finally setting up a potential for a rotation back into tech and growth. Thus, as the overall market is turning favorable for tech and growth stocks, I would like to discuss one of the most famous growth stocks, Tesla (NASDAQ:TSLA).</p><p><blockquote>过去几个月，特斯拉股价一直在努力上涨。这可以被视为正常，因为该股在2020年经历了大规模牛市，一些明显的风险开始出现。其中一个风险是通胀压力，导致投资者猜测美联储将比预期更早缩减和加息。这种担忧导致整个科技和增长行业下滑。然而，过去几个月，拖累科技和增长行业的通胀担忧一直在减弱。尽管CPI数据中的实际通胀同比恶化，但投资者对这一消息的负面反应较少，减轻了整体科技股和成长股的压力。此外，10年期国债收益率正在下降，最终为回归科技和增长领域奠定了基础。因此，随着整体市场转向有利于科技股和成长股，我想讨论一下最著名的成长股之一，特斯拉（纳斯达克：TSLA）。</blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Tesla recently has been under attack as investors started questioning valuations and competitive risks. Some bearish arguments pointed out that the competition was intensifying in the BEV (battery electric vehicle) industry, and that Tesla is still unprofitable without selling Bitcoin (BTC-USD) and carbon emissions credit. While I agree that these risks are legitimate and should be considered, I believe that these risks are insignificant to Tesla’s future opportunities. In fact, I think this short-term turmoil is only causing buying opportunities. Here’s why:</p><p><blockquote>随着投资者开始质疑估值和竞争风险，特斯拉最近受到了攻击。一些看跌观点指出，BEV（电池电动汽车）行业的竞争正在加剧，如果不出售比特币（BTC-USD）和碳排放额度，特斯拉仍然无法盈利。虽然我同意这些风险是合理的，应该考虑，但我认为这些风险对特斯拉未来的机会来说微不足道。事实上，我认为这种短期动荡只是造成了买入机会。原因如下：</blockquote></p><p> <ol>  <li>Tesla is creating its own ecosystem that no other automakers can replicate.</p><p><blockquote><ol><li>特斯拉正在创建自己的生态系统，这是其他汽车制造商无法复制的。</li></ol></blockquote></p><p></li>  <li>In the age where data is the new oil, Tesla is the only automaker utilizing the valuable data.</p><p><blockquote><li>在数据就是新石油的时代，特斯拉是唯一一家利用宝贵数据的汽车制造商。</li></blockquote></p><p></li> </ol> <b>Bears Say: Tesla Is Still Unprofitable</b></p><p><blockquote><b>看空者称：特斯拉仍未盈利</b></blockquote></p><p> By now, it is well known that Tesla’s profitability does not come from selling cars. Tesla, despite improvements over the years, still relies heavily on regulatory credits to generate income. I believe that this does not pose any problem. Tesla simply does not need to make money today; this may continue to be a threat in the short term, but I think the current profitability structure is fine from a long-term investor perspective. Tesla has been treading along the profitability breakeven point; I think Tesla is leveraging its ability to generate cash from selling regulatory credits to invest back into its growth. The BEV market is just getting started and as bears have pointed out, the competition is starting to roll in; thus, there is no reason for Tesla to sacrifice growth for profits today.</p><p><blockquote>到目前为止，众所周知，特斯拉的盈利能力并不来自于销售汽车。尽管多年来有所改善，但特斯拉仍然严重依赖监管信贷来创收。我相信这不会造成任何问题。特斯拉今天根本不需要赚钱；这在短期内可能会继续构成威胁，但我认为从长期投资者的角度来看，目前的盈利结构是好的。特斯拉一直在盈利盈亏平衡点上徘徊；我认为特斯拉正在利用其通过出售监管信贷产生现金的能力来重新投资于其增长。纯电动汽车市场才刚刚起步，正如看空者指出的那样，竞争已经开始滚滚而来；因此，特斯拉今天没有理由为了利润而牺牲增长。</blockquote></p><p> An example of Tesla focusing on growth instead of profits is Tesla’s commitment to making a&nbsp;25,000$ vehicle.This cheap vehicle will not be good for Tesla’s margins or net income; however, the vehicle will further strengthen Tesla’s ecosystem, which will be discussed later, and expand the overall BEV market. As the overall BEV market expands, the volume will soon follow, allowing Tesla to be more efficient with scale as the most expensive component in the vehicle, lithium-ion battery price decreases over time. Tesla’s strategy has been clear since the beginning: focus on growth. Nothing has changed but investors' expectations; profits will naturally follow as the market matures. Now is simply not the time to focus on profits.</p><p><blockquote>特斯拉关注增长而不是利润的一个例子是特斯拉承诺制造一辆25,000美元的汽车。这种廉价汽车对特斯拉的利润率或净利润没有好处；然而，该车将进一步加强特斯拉的生态系统（稍后将讨论），并扩大整体BEV市场。随着整个纯电动汽车市场的扩大，销量很快就会随之而来，使特斯拉能够通过规模化提高效率作为车辆中最昂贵的部件，锂离子电池的价格会随着时间的推移而下降。特斯拉的战略从一开始就很明确：专注于增长。除了投资者的预期，什么都没有改变；随着市场的成熟，利润自然会随之而来。现在根本不是关注利润的时候。</blockquote></p><p> Bloomberg: Quoting GM CEO Mary</p><p><blockquote>彭博社：引用通用汽车首席执行官玛丽</blockquote></p><p>   EV margins will match what they are today for combustion-engine cars by the “mid or later part of the decade.”  Furthermore, as the quote shows, EV profitability is not only Tesla’s problem. No automaker is making significant positive net income selling BEV vehicles today. Thus, Tesla's focus on growth and the economies of scale should not be criticized.</p><p><blockquote>到“本世纪中期或后期”，电动汽车的利润率将与目前内燃机汽车的利润率相当。此外，正如报价所示，电动汽车盈利能力不仅仅是特斯拉的问题。如今，没有一家汽车制造商通过销售纯电动汽车获得显着的正净利润。因此，特斯拉对增长和规模经济的关注不应受到批评。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/27aa28f3efd41460dca185274ea936eb\" tg-width=\"580\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the picture above shows, Lithium-ion battery pack costs are continuing to decrease significantly, and as this trend accelerates, Tesla’s margin will naturally go up. Thus, Tesla’s best interest is still in growth and expansion rather than achieving limited profitability today.</p><p><blockquote>如上图所示，锂离子电池组成本正在持续大幅降低，而随着这一趋势的加速，特斯拉的利润率自然也就上去了。因此，特斯拉的最大利益仍然是增长和扩张，而不是今天实现有限的盈利。</blockquote></p><p> <b>Unique Ecosystem</b></p><p><blockquote><b>独特的生态系统</b></blockquote></p><p></p><p> Moving on to my bullish argument, Tesla has a unique ecosystem that can not be replicated by any other legacy automobile manufacturers. To know the importance of an ecosystem, we need to look at Apple(NASDAQ:AAPL). What makes Apple so different? Samsung (OTC:SSNLF)&nbsp;sells more phones than Apple, yet Apple makes more money, by far. Furthermore, iPhone does not have the highest specs. iPhones do not have the best camera (in terms of megapixels), biggest RAM, biggest storage, or best screen refresh rate. Then, why is Apple making so much money and why can't other manufacturers with similar technology replicate Apple’s success? The answer to this question, in my opinion, is that Apple has an ecosystem that can not be replicated by Samsung or any other phone maker. Consumers love Apple’s ecosystem that offers every service in a simple, immersive, and frictionless manner. Once a consumer enters this ecosystem, it is almost impossible to leave. Apple makes its own chips, operating system, music services, tablets, laptops, app stores, and many more services locking in loyal customers and selling products at higher margins. Then, what is Tesla’s ecosystem? It is still in the early stages, but Tesla is the only automaker that operates its own charging station allowing consumers to experience the frictionless ecosystem or connectivity. Tesla cars preheat the battery and get the battery ready for supercharging while the car locates the chargers and leads the driver to the superchargers. The ecosystem does not stop here, Tesla, like Apple, designs its own chips, own operating system, and autonomous driving technology, which creates an immersive and frictionless ecosystem like Apple. The software and charging experience is unmatched, and it is only getting better with the eventual rise of autonomous technology and rumored&nbsp;Tesla restaurants.</p><p><blockquote>继续我的看涨论点，特斯拉拥有独特的生态系统，任何其他传统汽车制造商都无法复制。要了解生态系统的重要性，我们需要看看苹果（纳斯达克：AAPL）。是什么让苹果如此不同？到目前为止，三星（场外交易代码：SSNLF）的手机销量比苹果多，但苹果赚的钱更多。此外，iPhone没有最高的规格。iPhones没有最好的摄像头（就百万像素而言）、最大的内存、最大的存储空间或最好的屏幕刷新率。那么，为什么苹果赚了这么多钱，为什么其他拥有类似技术的厂商无法复制苹果的成功呢？在我看来，这个问题的答案是，苹果拥有三星或任何其他手机制造商都无法复制的生态系统。消费者喜欢苹果的生态系统，它以简单、身临其境和无摩擦的方式提供每一项服务。消费者一旦进入这个生态系统，几乎不可能离开。苹果生产自己的芯片、操作系统、音乐服务、平板电脑、笔记本电脑、应用商店以及更多锁定忠诚客户并以更高利润销售产品的服务。那么，特斯拉的生态系统是什么？目前仍处于早期阶段，但特斯拉是唯一一家运营自己的充电站的汽车制造商，让消费者体验无摩擦的生态系统或连接。特斯拉汽车预热电池并为超级充电做好准备，同时汽车找到充电器并引导驾驶员前往超级充电站。生态系统并不止于此，特斯拉和苹果一样，设计自己的芯片、自己的操作系统和自动驾驶技术，这就像苹果一样创造了一个沉浸式、无摩擦的生态系统。软件和充电体验是无与伦比的，随着自动驾驶技术和传闻中的特斯拉餐厅的最终崛起，这种体验只会变得更好。</blockquote></p><p> This ecosystem will not only make Tesla unique, but it will also prevent consumers from moving over to its competitors because for consumers, it's all about modernized simplistic design with a frictionless experience that feels luxurious. I can't imagine any other automaker that can replicate Tesla’s brand and ecosystem. No automaker today is even close to providing its own superchargers, autonomous driving technologies, and unique software. Plus, no legacy automakers are or can sell FSD software for additional ten thousand dollars. The brand power, in my opinion, is strong enough to minimize the threat from the competition.</p><p><blockquote>这个生态系统不仅会使特斯拉独一无二，还会防止消费者转向其竞争对手，因为对于消费者来说，这一切都是关于现代化的简单设计和无摩擦的奢华体验。我无法想象任何其他汽车制造商能够复制特斯拉的品牌和生态系统。如今，没有一家汽车制造商能够提供自己的超级充电站、自动驾驶技术和独特的软件。此外，没有一家传统汽车制造商愿意或能够以额外一万美元的价格出售FSD软件。在我看来，品牌力量足够强大，可以将竞争的威胁降至最低。</blockquote></p><p> Thus, I believe investors do not need to worry too much about net income as long as the operational efficiencies do not get significantly worse. Tesla, in my opinion, is creating an ecosystem that will generate significant profitability through higher margins and more loyal customers in the future. Tesla is simply in its growth phases.</p><p><blockquote>因此，我认为只要运营效率没有明显恶化，投资者就不需要太担心净利润。在我看来，特斯拉正在创建一个生态系统，未来将通过更高的利润率和更忠诚的客户来产生可观的盈利能力。特斯拉正处于成长阶段。</blockquote></p><p> <b>Rising Competition</b></p><p><blockquote><b>竞争加剧</b></blockquote></p><p> Rising competition is a serious threat despite Tesla's unique ecosystem. I think it is true that the legacy automakers are posing some risks to Tesla; however, I believe that the risk is not great enough to hinder Tesla’s growth. I do agree that more prominent competitors like Volkswagen (OTCPK:VWAGY) do pose an immense threat, but I do not see this as the end of Tesla. In fact, I think both companies will thrive at the end of the day.</p><p><blockquote>尽管特斯拉拥有独特的生态系统，但日益加剧的竞争仍是一个严重威胁。我认为传统汽车制造商确实给特斯拉带来了一些风险；不过，我相信风险还没有大到阻碍特斯拉增长的程度。我确实同意大众汽车（OTCPK：VWAGY）等更突出的竞争对手确实构成了巨大的威胁，但我并不认为这是特斯拉的终结。事实上，我认为两家公司最终都会蓬勃发展。</blockquote></p><p> I will not go into details on why I believe that both Volkswagen and Tesla will succeed in the BEV market today because I will be focusing on why I think Tesla’s growth will not be affected by Volkswagen.</p><p><blockquote>我不会详细说明为什么我相信大众和特斯拉今天都会在纯电动汽车市场取得成功，因为我将重点关注为什么我认为特斯拉的增长不会受到大众的影响。</blockquote></p><p> First,the sheer size of the electric vehicle market&nbsp;is big enough to support multiple major players. In the age of ICE vehicles, Volkswagen was not the only major company. Similarly, I believe that the size of the EV market will support both Tesla, Volkswagen, and a few more companies. By 2025, the EV sales in the U.S. alone are expected to reach 6.9 million, far above 500,000 Tesla vehicle sales in 2020.</p><p><blockquote>首先，电动汽车市场的庞大规模足以支持多个主要参与者。在ICE汽车时代，大众并不是唯一的大公司。同样，我相信电动汽车市场的规模将支持特斯拉、大众和其他一些公司。到2025年，仅美国的电动汽车销量预计就将达到690万辆，远高于2020年50万辆的特斯拉汽车销量。</blockquote></p><p> Second, I believe Tesla has unique advantages like selling its FSD software for 10,000 dollars. We all know that selling EVs is not profitable yet, which makes Tesla selling its software extremely important. The Tesla brand is strong enough to sell an FSD software for 10,000 dollars. I believe that this advantage can not easily be implemented by other companies because it is the result of brand power and loyalty that comes from its ecosystem. By selling its software, Tesla can decrease the price of its vehicles, like in Japan and South Korea, while maintaining some levels of margin for growth Detering some threats from the competition.</p><p><blockquote>第二，我相信特斯拉有独特的优势，比如以10,000美元的价格出售其FSD软件。我们都知道销售电动汽车还没有盈利，这使得特斯拉销售其软件变得极其重要。特斯拉品牌强大到可以卖1万美元一个FSD软件。我相信这种优势不容易被其他公司实现，因为这是来自其生态系统的品牌力量和忠诚度的结果。通过出售其软件，特斯拉可以降低其汽车的价格，就像在日韩一样，同时保持一定水平的增长空间，阻止来自竞争的一些威胁。</blockquote></p><p> <b>Data Advantage</b></p><p><blockquote><b>数据优势</b></blockquote></p><p></p><p> Data, without any doubt, is becoming the new oil, getting more valuable by the seconds. The company that can correctly control and utilize data will be the winner going forward, and the very company utilizing massive amounts of user data is Tesla. Unlike any other autonomous driving technology developers, users pay Tesla to provide the company with the necessary data to improve the autonomous driving system. Google’s (NASDAQ:GOOG) Waymo uses specialized cars in heavily mapped areas to operate regional taxi networks, which costs money. However, Tesla’s customer, upon purchasing the vehicle, provides Tesla with valuable data for the company to process turning it into an autonomous vehicle technology. Also, the volume of the data Tesla can collect from its customers is simply unmatched. I think the advantage over the long term is obvious because the amount of data Tesla accumulates and utilizes will continue to far outpace any of its competitors potentially allowing Tesla to become one of the first companies to fully launch level 4 or above FSD.</p><p><blockquote>毫无疑问，数据正在成为新的石油，越来越有价值。能够正确控制和利用数据的公司将是未来的赢家，而利用海量用户数据的公司就是特斯拉。与其他任何自动驾驶技术开发商不同，用户向特斯拉付费，为该公司提供完善自动驾驶系统所需的数据。谷歌（纳斯达克股票代码：GOOG）的Waymo在地图密集的地区使用专门的汽车来运营区域出租车网络，这需要花钱。然而，特斯拉的客户在购买车辆后，向特斯拉提供了有价值的数据，供该公司处理将其转化为自动驾驶汽车技术。此外，特斯拉可以从客户那里收集的数据量是无与伦比的。我认为长期优势是显而易见的，因为特斯拉积累和利用的数据量将继续远远超过任何竞争对手，这可能使特斯拉成为首批全面推出4级或以上FSD的公司之一。</blockquote></p><p> <b>Risk</b></p><p><blockquote><b>风险</b></blockquote></p><p> I think the most obvious risk to my investment thesis is bias. Although I do not own any Tesla shares today, I have a very positive view of this company and plan to purchase shares in the coming weeks as I reallocate a portion of my portfolio to growth and tech stocks; thus, I may have introduced significant bias in my article by downplaying the competitive risk that Tesla faces. Also, because of my bias, I may have overstated the brand power that Tesla has.</p><p><blockquote>我认为我的投资论文最明显的风险是偏见。尽管我目前没有持有任何特斯拉股票，但我对这家公司持非常积极的看法，并计划在未来几周内购买股票，因为我将部分投资组合重新分配到成长型和科技股；因此，我可能在文章中淡化了特斯拉面临的竞争风险，从而引入了重大偏见。另外，由于我的偏见，我可能夸大了特斯拉的品牌影响力。</blockquote></p><p> Other than my bias, I believe political risk concerning China is one of Tesla's greatest threats. Political tensions between the countries led by the United States and China, are growing. During the past weekend,the G7 meeting further solidified this tension&nbsp;as the group of 7 nations targeted China’s human rights and coronavirus problems. The politics may change consumer sentiment in China or lead to Chinese government risk. For example, the&nbsp;Chinese government accused Tesla of spying on China using its cameras.It is clear that tensions are worsening and geopolitical threats will not be easing any time soon causing immense risk to Tesla.</p><p><blockquote>除了我的偏见，我认为涉华政治风险是特斯拉最大的威胁之一。以美国和中国为首的国家之间的政治紧张局势正在加剧。在过去的周末，七国集团会议进一步巩固了这种紧张局势，因为七国集团将目标对准了中国的人权和冠状病毒问题。政治可能会改变中国的消费者情绪或导致中国政府风险。例如，中国政府指责特斯拉利用其摄像头对中国进行间谍活动。很明显，紧张局势正在恶化，地缘政治威胁不会很快缓解，给特斯拉带来巨大风险。</blockquote></p><p> <b>Valuation and Financials</b></p><p><blockquote><b>估值和财务</b></blockquote></p><p> Multiple bearish arguments target that Tesla has an extremely high valuation at about 130 times the forward price to earnings. I believe that one must pay high prices for high-growth companies. Tesla is expected to grow its delivery volume by about 50% in 2021. I believe that his goal is achievable because Tesla is still selling less than 1 million vehicles a year, which is very small compared to competitors in the automobile industry. Also, the completion of Gigafactory Berlin and Austin later this year will contribute to the growth forecast. Finally, investors must take into account that Tesla is in its growth phases not growing profitability. As building EVs becomes profitable and Tesla enjoys the extra margin from its FSD software sale, profits have the potential to exponentially rise. Thus, I believe that the current argument on high valuation is not a huge concern. Investors need to look at Tesla as a high-growth company in its early stages.</p><p><blockquote>多个看跌论点的目标是特斯拉的估值极高，约为预期市盈率的130倍。我认为，高增长的公司必须付出高昂的代价。特斯拉预计2021年交付量将增长约50%。我相信他的目标是可以实现的，因为特斯拉一年的销量还不到100万辆，与汽车行业的竞争对手相比是非常小的。此外，今年晚些时候柏林和奥斯汀超级工厂的竣工将有助于增长预测。最后，投资者必须考虑到特斯拉正处于增长阶段，而不是盈利能力的增长。随着制造电动汽车变得有利可图，并且特斯拉从其FSD软件销售中获得额外利润，利润有可能呈指数级增长。因此，我认为目前关于高估值的争论并不是一个大问题。投资者需要将特斯拉视为一家处于早期阶段的高增长公司。</blockquote></p><p> Tesla's financials&nbsp;are fairly good suggesting that risks regarding financial health are limited. The company had about 17 billion dollars in cash and equivalents, which accounted for about 2.8% of the market cap. Tesla had a total asset of about 53 billion dollars and a total liability of about 28.5 billion dollars equating to a shareholder equity value of about 23 billion dollars and a liability to asset ratio (L/A) of about 53.7. The overall balance sheet poses no threat, and the immense cash pile is enough to support Tesla's growth; thus, I believe that Tesla's financials do not pose any threat to the company's future.</p><p><blockquote>特斯拉的财务状况相当良好，表明财务健康风险有限。该公司拥有约170亿美元现金及等价物，约占市值的2.8%。特斯拉的总资产约为530亿美元，总负债约为285亿美元，相当于股东权益价值约为230亿美元，资产负债率（L/A）约为53.7。整体资产负债表不构成威胁，庞大的现金储备足以支持特斯拉的增长；因此，我认为特斯拉的财务状况不会对公司的未来构成任何威胁。</blockquote></p><p> <b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> I believe that recent consolidation and weakness in Tesla is creating opportunities for long-term investors. Tesla is indeed unprofitable without regulatory credits and that competition is starting to heat up in the market. However, because Tesla is and was a growth company from the beginning, I believe that the profit levels today are acceptable. The company is simply choosing future growth over today's profits. Also, along with an EV market that can support multiple players, Tesla's unique ecosystem, brand loyalty, and data utilization will shield the company from experience any slow down. Rising competition is natural and should not be feared. Finally, the valuation and risk regarding China may be a concern; however, I believe, for reasons that I have discussed, Tesla is a buy today.</p><p><blockquote>我相信特斯拉最近的盘整和疲软正在为长期投资者创造机会。如果没有监管信用，特斯拉确实无法盈利，而且市场竞争开始升温。然而，由于特斯拉从一开始就是一家成长型公司，我相信今天的利润水平是可以接受的。该公司只是选择未来的增长而不是今天的利润。此外，除了可以支持多个参与者的电动汽车市场之外，特斯拉独特的生态系统、品牌忠诚度和数据利用率将使该公司免受任何放缓的影响。竞争加剧是自然的，不应该害怕。最后，中国的估值和风险可能令人担忧；然而，我相信，出于我已经讨论过的原因，特斯拉今天值得买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Recent Weakness Is An Opportunity<blockquote>特斯拉：近期的疲软是一个机会</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: Recent Weakness Is An Opportunity<blockquote>特斯拉：近期的疲软是一个机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla has been declining during the recent months, creating opportunities for patient investors.</li>  <li>Rising competition and profit concerns are not a problem for Tesla due to its key advantages.</li>  <li>Tesla's unique ecosystem and the size of the market will allow Tesla to continue its growth despite rising competition.</li>  <li>Although risks remain, I believe that Tesla is a long-term buy because the company is still in its growth phases.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707bb99dcaa93d75f576a78ef1ecd11c\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>近几个月来，特斯拉一直在下跌，为耐心的投资者创造了机会。</li><li>由于特斯拉的关键优势，竞争加剧和利润担忧对其来说不是问题。</li><li>特斯拉独特的生态系统和市场规模将使特斯拉在竞争加剧的情况下继续增长。</li><li>尽管风险依然存在，但我相信特斯拉是长期买入的股票，因为该公司仍处于增长阶段。</li></ul><p class=\"t-img-caption\"><span>jetcityimage/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Over the past few months, Tesla stock has been struggling to move upwards. This could be seen as normal since the stock saw a massive bull run in 2020 and some noticeable risks started arising. One of these risks was inflationary pressure leading to investors speculating that the FED will taper and raise rates earlier than expected. This fear caused the overall tech and growth sector to decline. However, the inflationary fears dragging the tech and growth sector have been weakening over the past few months. Although the actual inflation seen in the CPI data worsened year-over-year, investors are reacting less negatively to the news, lessening the pressure on overall tech and growth stocks. Also, the 10-year treasury yield is declining finally setting up a potential for a rotation back into tech and growth. Thus, as the overall market is turning favorable for tech and growth stocks, I would like to discuss one of the most famous growth stocks, Tesla (NASDAQ:TSLA).</p><p><blockquote>过去几个月，特斯拉股价一直在努力上涨。这可以被视为正常，因为该股在2020年经历了大规模牛市，一些明显的风险开始出现。其中一个风险是通胀压力，导致投资者猜测美联储将比预期更早缩减和加息。这种担忧导致整个科技和增长行业下滑。然而，过去几个月，拖累科技和增长行业的通胀担忧一直在减弱。尽管CPI数据中的实际通胀同比恶化，但投资者对这一消息的负面反应较少，减轻了整体科技股和成长股的压力。此外，10年期国债收益率正在下降，最终为回归科技和增长领域奠定了基础。因此，随着整体市场转向有利于科技股和成长股，我想讨论一下最著名的成长股之一，特斯拉（纳斯达克：TSLA）。</blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Tesla recently has been under attack as investors started questioning valuations and competitive risks. Some bearish arguments pointed out that the competition was intensifying in the BEV (battery electric vehicle) industry, and that Tesla is still unprofitable without selling Bitcoin (BTC-USD) and carbon emissions credit. While I agree that these risks are legitimate and should be considered, I believe that these risks are insignificant to Tesla’s future opportunities. In fact, I think this short-term turmoil is only causing buying opportunities. Here’s why:</p><p><blockquote>随着投资者开始质疑估值和竞争风险，特斯拉最近受到了攻击。一些看跌观点指出，BEV（电池电动汽车）行业的竞争正在加剧，如果不出售比特币（BTC-USD）和碳排放额度，特斯拉仍然无法盈利。虽然我同意这些风险是合理的，应该考虑，但我认为这些风险对特斯拉未来的机会来说微不足道。事实上，我认为这种短期动荡只是造成了买入机会。原因如下：</blockquote></p><p> <ol>  <li>Tesla is creating its own ecosystem that no other automakers can replicate.</p><p><blockquote><ol><li>特斯拉正在创建自己的生态系统，这是其他汽车制造商无法复制的。</li></ol></blockquote></p><p></li>  <li>In the age where data is the new oil, Tesla is the only automaker utilizing the valuable data.</p><p><blockquote><li>在数据就是新石油的时代，特斯拉是唯一一家利用宝贵数据的汽车制造商。</li></blockquote></p><p></li> </ol> <b>Bears Say: Tesla Is Still Unprofitable</b></p><p><blockquote><b>看空者称：特斯拉仍未盈利</b></blockquote></p><p> By now, it is well known that Tesla’s profitability does not come from selling cars. Tesla, despite improvements over the years, still relies heavily on regulatory credits to generate income. I believe that this does not pose any problem. Tesla simply does not need to make money today; this may continue to be a threat in the short term, but I think the current profitability structure is fine from a long-term investor perspective. Tesla has been treading along the profitability breakeven point; I think Tesla is leveraging its ability to generate cash from selling regulatory credits to invest back into its growth. The BEV market is just getting started and as bears have pointed out, the competition is starting to roll in; thus, there is no reason for Tesla to sacrifice growth for profits today.</p><p><blockquote>到目前为止，众所周知，特斯拉的盈利能力并不来自于销售汽车。尽管多年来有所改善，但特斯拉仍然严重依赖监管信贷来创收。我相信这不会造成任何问题。特斯拉今天根本不需要赚钱；这在短期内可能会继续构成威胁，但我认为从长期投资者的角度来看，目前的盈利结构是好的。特斯拉一直在盈利盈亏平衡点上徘徊；我认为特斯拉正在利用其通过出售监管信贷产生现金的能力来重新投资于其增长。纯电动汽车市场才刚刚起步，正如看空者指出的那样，竞争已经开始滚滚而来；因此，特斯拉今天没有理由为了利润而牺牲增长。</blockquote></p><p> An example of Tesla focusing on growth instead of profits is Tesla’s commitment to making a&nbsp;25,000$ vehicle.This cheap vehicle will not be good for Tesla’s margins or net income; however, the vehicle will further strengthen Tesla’s ecosystem, which will be discussed later, and expand the overall BEV market. As the overall BEV market expands, the volume will soon follow, allowing Tesla to be more efficient with scale as the most expensive component in the vehicle, lithium-ion battery price decreases over time. Tesla’s strategy has been clear since the beginning: focus on growth. Nothing has changed but investors' expectations; profits will naturally follow as the market matures. Now is simply not the time to focus on profits.</p><p><blockquote>特斯拉关注增长而不是利润的一个例子是特斯拉承诺制造一辆25,000美元的汽车。这种廉价汽车对特斯拉的利润率或净利润没有好处；然而，该车将进一步加强特斯拉的生态系统（稍后将讨论），并扩大整体BEV市场。随着整个纯电动汽车市场的扩大，销量很快就会随之而来，使特斯拉能够通过规模化提高效率作为车辆中最昂贵的部件，锂离子电池的价格会随着时间的推移而下降。特斯拉的战略从一开始就很明确：专注于增长。除了投资者的预期，什么都没有改变；随着市场的成熟，利润自然会随之而来。现在根本不是关注利润的时候。</blockquote></p><p> Bloomberg: Quoting GM CEO Mary</p><p><blockquote>彭博社：引用通用汽车首席执行官玛丽</blockquote></p><p>   EV margins will match what they are today for combustion-engine cars by the “mid or later part of the decade.”  Furthermore, as the quote shows, EV profitability is not only Tesla’s problem. No automaker is making significant positive net income selling BEV vehicles today. Thus, Tesla's focus on growth and the economies of scale should not be criticized.</p><p><blockquote>到“本世纪中期或后期”，电动汽车的利润率将与目前内燃机汽车的利润率相当。此外，正如报价所示，电动汽车盈利能力不仅仅是特斯拉的问题。如今，没有一家汽车制造商通过销售纯电动汽车获得显着的正净利润。因此，特斯拉对增长和规模经济的关注不应受到批评。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/27aa28f3efd41460dca185274ea936eb\" tg-width=\"580\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the picture above shows, Lithium-ion battery pack costs are continuing to decrease significantly, and as this trend accelerates, Tesla’s margin will naturally go up. Thus, Tesla’s best interest is still in growth and expansion rather than achieving limited profitability today.</p><p><blockquote>如上图所示，锂离子电池组成本正在持续大幅降低，而随着这一趋势的加速，特斯拉的利润率自然也就上去了。因此，特斯拉的最大利益仍然是增长和扩张，而不是今天实现有限的盈利。</blockquote></p><p> <b>Unique Ecosystem</b></p><p><blockquote><b>独特的生态系统</b></blockquote></p><p></p><p> Moving on to my bullish argument, Tesla has a unique ecosystem that can not be replicated by any other legacy automobile manufacturers. To know the importance of an ecosystem, we need to look at Apple(NASDAQ:AAPL). What makes Apple so different? Samsung (OTC:SSNLF)&nbsp;sells more phones than Apple, yet Apple makes more money, by far. Furthermore, iPhone does not have the highest specs. iPhones do not have the best camera (in terms of megapixels), biggest RAM, biggest storage, or best screen refresh rate. Then, why is Apple making so much money and why can't other manufacturers with similar technology replicate Apple’s success? The answer to this question, in my opinion, is that Apple has an ecosystem that can not be replicated by Samsung or any other phone maker. Consumers love Apple’s ecosystem that offers every service in a simple, immersive, and frictionless manner. Once a consumer enters this ecosystem, it is almost impossible to leave. Apple makes its own chips, operating system, music services, tablets, laptops, app stores, and many more services locking in loyal customers and selling products at higher margins. Then, what is Tesla’s ecosystem? It is still in the early stages, but Tesla is the only automaker that operates its own charging station allowing consumers to experience the frictionless ecosystem or connectivity. Tesla cars preheat the battery and get the battery ready for supercharging while the car locates the chargers and leads the driver to the superchargers. The ecosystem does not stop here, Tesla, like Apple, designs its own chips, own operating system, and autonomous driving technology, which creates an immersive and frictionless ecosystem like Apple. The software and charging experience is unmatched, and it is only getting better with the eventual rise of autonomous technology and rumored&nbsp;Tesla restaurants.</p><p><blockquote>继续我的看涨论点，特斯拉拥有独特的生态系统，任何其他传统汽车制造商都无法复制。要了解生态系统的重要性，我们需要看看苹果（纳斯达克：AAPL）。是什么让苹果如此不同？到目前为止，三星（场外交易代码：SSNLF）的手机销量比苹果多，但苹果赚的钱更多。此外，iPhone没有最高的规格。iPhones没有最好的摄像头（就百万像素而言）、最大的内存、最大的存储空间或最好的屏幕刷新率。那么，为什么苹果赚了这么多钱，为什么其他拥有类似技术的厂商无法复制苹果的成功呢？在我看来，这个问题的答案是，苹果拥有三星或任何其他手机制造商都无法复制的生态系统。消费者喜欢苹果的生态系统，它以简单、身临其境和无摩擦的方式提供每一项服务。消费者一旦进入这个生态系统，几乎不可能离开。苹果生产自己的芯片、操作系统、音乐服务、平板电脑、笔记本电脑、应用商店以及更多锁定忠诚客户并以更高利润销售产品的服务。那么，特斯拉的生态系统是什么？目前仍处于早期阶段，但特斯拉是唯一一家运营自己的充电站的汽车制造商，让消费者体验无摩擦的生态系统或连接。特斯拉汽车预热电池并为超级充电做好准备，同时汽车找到充电器并引导驾驶员前往超级充电站。生态系统并不止于此，特斯拉和苹果一样，设计自己的芯片、自己的操作系统和自动驾驶技术，这就像苹果一样创造了一个沉浸式、无摩擦的生态系统。软件和充电体验是无与伦比的，随着自动驾驶技术和传闻中的特斯拉餐厅的最终崛起，这种体验只会变得更好。</blockquote></p><p> This ecosystem will not only make Tesla unique, but it will also prevent consumers from moving over to its competitors because for consumers, it's all about modernized simplistic design with a frictionless experience that feels luxurious. I can't imagine any other automaker that can replicate Tesla’s brand and ecosystem. No automaker today is even close to providing its own superchargers, autonomous driving technologies, and unique software. Plus, no legacy automakers are or can sell FSD software for additional ten thousand dollars. The brand power, in my opinion, is strong enough to minimize the threat from the competition.</p><p><blockquote>这个生态系统不仅会使特斯拉独一无二，还会防止消费者转向其竞争对手，因为对于消费者来说，这一切都是关于现代化的简单设计和无摩擦的奢华体验。我无法想象任何其他汽车制造商能够复制特斯拉的品牌和生态系统。如今，没有一家汽车制造商能够提供自己的超级充电站、自动驾驶技术和独特的软件。此外，没有一家传统汽车制造商愿意或能够以额外一万美元的价格出售FSD软件。在我看来，品牌力量足够强大，可以将竞争的威胁降至最低。</blockquote></p><p> Thus, I believe investors do not need to worry too much about net income as long as the operational efficiencies do not get significantly worse. Tesla, in my opinion, is creating an ecosystem that will generate significant profitability through higher margins and more loyal customers in the future. Tesla is simply in its growth phases.</p><p><blockquote>因此，我认为只要运营效率没有明显恶化，投资者就不需要太担心净利润。在我看来，特斯拉正在创建一个生态系统，未来将通过更高的利润率和更忠诚的客户来产生可观的盈利能力。特斯拉正处于成长阶段。</blockquote></p><p> <b>Rising Competition</b></p><p><blockquote><b>竞争加剧</b></blockquote></p><p> Rising competition is a serious threat despite Tesla's unique ecosystem. I think it is true that the legacy automakers are posing some risks to Tesla; however, I believe that the risk is not great enough to hinder Tesla’s growth. I do agree that more prominent competitors like Volkswagen (OTCPK:VWAGY) do pose an immense threat, but I do not see this as the end of Tesla. In fact, I think both companies will thrive at the end of the day.</p><p><blockquote>尽管特斯拉拥有独特的生态系统，但日益加剧的竞争仍是一个严重威胁。我认为传统汽车制造商确实给特斯拉带来了一些风险；不过，我相信风险还没有大到阻碍特斯拉增长的程度。我确实同意大众汽车（OTCPK：VWAGY）等更突出的竞争对手确实构成了巨大的威胁，但我并不认为这是特斯拉的终结。事实上，我认为两家公司最终都会蓬勃发展。</blockquote></p><p> I will not go into details on why I believe that both Volkswagen and Tesla will succeed in the BEV market today because I will be focusing on why I think Tesla’s growth will not be affected by Volkswagen.</p><p><blockquote>我不会详细说明为什么我相信大众和特斯拉今天都会在纯电动汽车市场取得成功，因为我将重点关注为什么我认为特斯拉的增长不会受到大众的影响。</blockquote></p><p> First,the sheer size of the electric vehicle market&nbsp;is big enough to support multiple major players. In the age of ICE vehicles, Volkswagen was not the only major company. Similarly, I believe that the size of the EV market will support both Tesla, Volkswagen, and a few more companies. By 2025, the EV sales in the U.S. alone are expected to reach 6.9 million, far above 500,000 Tesla vehicle sales in 2020.</p><p><blockquote>首先，电动汽车市场的庞大规模足以支持多个主要参与者。在ICE汽车时代，大众并不是唯一的大公司。同样，我相信电动汽车市场的规模将支持特斯拉、大众和其他一些公司。到2025年，仅美国的电动汽车销量预计就将达到690万辆，远高于2020年50万辆的特斯拉汽车销量。</blockquote></p><p> Second, I believe Tesla has unique advantages like selling its FSD software for 10,000 dollars. We all know that selling EVs is not profitable yet, which makes Tesla selling its software extremely important. The Tesla brand is strong enough to sell an FSD software for 10,000 dollars. I believe that this advantage can not easily be implemented by other companies because it is the result of brand power and loyalty that comes from its ecosystem. By selling its software, Tesla can decrease the price of its vehicles, like in Japan and South Korea, while maintaining some levels of margin for growth Detering some threats from the competition.</p><p><blockquote>第二，我相信特斯拉有独特的优势，比如以10,000美元的价格出售其FSD软件。我们都知道销售电动汽车还没有盈利，这使得特斯拉销售其软件变得极其重要。特斯拉品牌强大到可以卖1万美元一个FSD软件。我相信这种优势不容易被其他公司实现，因为这是来自其生态系统的品牌力量和忠诚度的结果。通过出售其软件，特斯拉可以降低其汽车的价格，就像在日韩一样，同时保持一定水平的增长空间，阻止来自竞争的一些威胁。</blockquote></p><p> <b>Data Advantage</b></p><p><blockquote><b>数据优势</b></blockquote></p><p></p><p> Data, without any doubt, is becoming the new oil, getting more valuable by the seconds. The company that can correctly control and utilize data will be the winner going forward, and the very company utilizing massive amounts of user data is Tesla. Unlike any other autonomous driving technology developers, users pay Tesla to provide the company with the necessary data to improve the autonomous driving system. Google’s (NASDAQ:GOOG) Waymo uses specialized cars in heavily mapped areas to operate regional taxi networks, which costs money. However, Tesla’s customer, upon purchasing the vehicle, provides Tesla with valuable data for the company to process turning it into an autonomous vehicle technology. Also, the volume of the data Tesla can collect from its customers is simply unmatched. I think the advantage over the long term is obvious because the amount of data Tesla accumulates and utilizes will continue to far outpace any of its competitors potentially allowing Tesla to become one of the first companies to fully launch level 4 or above FSD.</p><p><blockquote>毫无疑问，数据正在成为新的石油，越来越有价值。能够正确控制和利用数据的公司将是未来的赢家，而利用海量用户数据的公司就是特斯拉。与其他任何自动驾驶技术开发商不同，用户向特斯拉付费，为该公司提供完善自动驾驶系统所需的数据。谷歌（纳斯达克股票代码：GOOG）的Waymo在地图密集的地区使用专门的汽车来运营区域出租车网络，这需要花钱。然而，特斯拉的客户在购买车辆后，向特斯拉提供了有价值的数据，供该公司处理将其转化为自动驾驶汽车技术。此外，特斯拉可以从客户那里收集的数据量是无与伦比的。我认为长期优势是显而易见的，因为特斯拉积累和利用的数据量将继续远远超过任何竞争对手，这可能使特斯拉成为首批全面推出4级或以上FSD的公司之一。</blockquote></p><p> <b>Risk</b></p><p><blockquote><b>风险</b></blockquote></p><p> I think the most obvious risk to my investment thesis is bias. Although I do not own any Tesla shares today, I have a very positive view of this company and plan to purchase shares in the coming weeks as I reallocate a portion of my portfolio to growth and tech stocks; thus, I may have introduced significant bias in my article by downplaying the competitive risk that Tesla faces. Also, because of my bias, I may have overstated the brand power that Tesla has.</p><p><blockquote>我认为我的投资论文最明显的风险是偏见。尽管我目前没有持有任何特斯拉股票，但我对这家公司持非常积极的看法，并计划在未来几周内购买股票，因为我将部分投资组合重新分配到成长型和科技股；因此，我可能在文章中淡化了特斯拉面临的竞争风险，从而引入了重大偏见。另外，由于我的偏见，我可能夸大了特斯拉的品牌影响力。</blockquote></p><p> Other than my bias, I believe political risk concerning China is one of Tesla's greatest threats. Political tensions between the countries led by the United States and China, are growing. During the past weekend,the G7 meeting further solidified this tension&nbsp;as the group of 7 nations targeted China’s human rights and coronavirus problems. The politics may change consumer sentiment in China or lead to Chinese government risk. For example, the&nbsp;Chinese government accused Tesla of spying on China using its cameras.It is clear that tensions are worsening and geopolitical threats will not be easing any time soon causing immense risk to Tesla.</p><p><blockquote>除了我的偏见，我认为涉华政治风险是特斯拉最大的威胁之一。以美国和中国为首的国家之间的政治紧张局势正在加剧。在过去的周末，七国集团会议进一步巩固了这种紧张局势，因为七国集团将目标对准了中国的人权和冠状病毒问题。政治可能会改变中国的消费者情绪或导致中国政府风险。例如，中国政府指责特斯拉利用其摄像头对中国进行间谍活动。很明显，紧张局势正在恶化，地缘政治威胁不会很快缓解，给特斯拉带来巨大风险。</blockquote></p><p> <b>Valuation and Financials</b></p><p><blockquote><b>估值和财务</b></blockquote></p><p> Multiple bearish arguments target that Tesla has an extremely high valuation at about 130 times the forward price to earnings. I believe that one must pay high prices for high-growth companies. Tesla is expected to grow its delivery volume by about 50% in 2021. I believe that his goal is achievable because Tesla is still selling less than 1 million vehicles a year, which is very small compared to competitors in the automobile industry. Also, the completion of Gigafactory Berlin and Austin later this year will contribute to the growth forecast. Finally, investors must take into account that Tesla is in its growth phases not growing profitability. As building EVs becomes profitable and Tesla enjoys the extra margin from its FSD software sale, profits have the potential to exponentially rise. Thus, I believe that the current argument on high valuation is not a huge concern. Investors need to look at Tesla as a high-growth company in its early stages.</p><p><blockquote>多个看跌论点的目标是特斯拉的估值极高，约为预期市盈率的130倍。我认为，高增长的公司必须付出高昂的代价。特斯拉预计2021年交付量将增长约50%。我相信他的目标是可以实现的，因为特斯拉一年的销量还不到100万辆，与汽车行业的竞争对手相比是非常小的。此外，今年晚些时候柏林和奥斯汀超级工厂的竣工将有助于增长预测。最后，投资者必须考虑到特斯拉正处于增长阶段，而不是盈利能力的增长。随着制造电动汽车变得有利可图，并且特斯拉从其FSD软件销售中获得额外利润，利润有可能呈指数级增长。因此，我认为目前关于高估值的争论并不是一个大问题。投资者需要将特斯拉视为一家处于早期阶段的高增长公司。</blockquote></p><p> Tesla's financials&nbsp;are fairly good suggesting that risks regarding financial health are limited. The company had about 17 billion dollars in cash and equivalents, which accounted for about 2.8% of the market cap. Tesla had a total asset of about 53 billion dollars and a total liability of about 28.5 billion dollars equating to a shareholder equity value of about 23 billion dollars and a liability to asset ratio (L/A) of about 53.7. The overall balance sheet poses no threat, and the immense cash pile is enough to support Tesla's growth; thus, I believe that Tesla's financials do not pose any threat to the company's future.</p><p><blockquote>特斯拉的财务状况相当良好，表明财务健康风险有限。该公司拥有约170亿美元现金及等价物，约占市值的2.8%。特斯拉的总资产约为530亿美元，总负债约为285亿美元，相当于股东权益价值约为230亿美元，资产负债率（L/A）约为53.7。整体资产负债表不构成威胁，庞大的现金储备足以支持特斯拉的增长；因此，我认为特斯拉的财务状况不会对公司的未来构成任何威胁。</blockquote></p><p> <b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> I believe that recent consolidation and weakness in Tesla is creating opportunities for long-term investors. Tesla is indeed unprofitable without regulatory credits and that competition is starting to heat up in the market. However, because Tesla is and was a growth company from the beginning, I believe that the profit levels today are acceptable. The company is simply choosing future growth over today's profits. Also, along with an EV market that can support multiple players, Tesla's unique ecosystem, brand loyalty, and data utilization will shield the company from experience any slow down. Rising competition is natural and should not be feared. Finally, the valuation and risk regarding China may be a concern; however, I believe, for reasons that I have discussed, Tesla is a buy today.</p><p><blockquote>我相信特斯拉最近的盘整和疲软正在为长期投资者创造机会。如果没有监管信用，特斯拉确实无法盈利，而且市场竞争开始升温。然而，由于特斯拉从一开始就是一家成长型公司，我相信今天的利润水平是可以接受的。该公司只是选择未来的增长而不是今天的利润。此外，除了可以支持多个参与者的电动汽车市场之外，特斯拉独特的生态系统、品牌忠诚度和数据利用率将使该公司免受任何放缓的影响。竞争加剧是自然的，不应该害怕。最后，中国的估值和风险可能令人担忧；然而，我相信，出于我已经讨论过的原因，特斯拉今天值得买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436805-tesla-recent-weakness-is-an-opportunity\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4436805-tesla-recent-weakness-is-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163132894","content_text":"Summary\n\nTesla has been declining during the recent months, creating opportunities for patient investors.\nRising competition and profit concerns are not a problem for Tesla due to its key advantages.\nTesla's unique ecosystem and the size of the market will allow Tesla to continue its growth despite rising competition.\nAlthough risks remain, I believe that Tesla is a long-term buy because the company is still in its growth phases.\n\njetcityimage/iStock Editorial via Getty Images\nIntroduction\nOver the past few months, Tesla stock has been struggling to move upwards. This could be seen as normal since the stock saw a massive bull run in 2020 and some noticeable risks started arising. One of these risks was inflationary pressure leading to investors speculating that the FED will taper and raise rates earlier than expected. This fear caused the overall tech and growth sector to decline. However, the inflationary fears dragging the tech and growth sector have been weakening over the past few months. Although the actual inflation seen in the CPI data worsened year-over-year, investors are reacting less negatively to the news, lessening the pressure on overall tech and growth stocks. Also, the 10-year treasury yield is declining finally setting up a potential for a rotation back into tech and growth. Thus, as the overall market is turning favorable for tech and growth stocks, I would like to discuss one of the most famous growth stocks, Tesla (NASDAQ:TSLA).\nInvestment Thesis\nTesla recently has been under attack as investors started questioning valuations and competitive risks. Some bearish arguments pointed out that the competition was intensifying in the BEV (battery electric vehicle) industry, and that Tesla is still unprofitable without selling Bitcoin (BTC-USD) and carbon emissions credit. While I agree that these risks are legitimate and should be considered, I believe that these risks are insignificant to Tesla’s future opportunities. In fact, I think this short-term turmoil is only causing buying opportunities. Here’s why:\n\nTesla is creating its own ecosystem that no other automakers can replicate.\nIn the age where data is the new oil, Tesla is the only automaker utilizing the valuable data.\n\nBears Say: Tesla Is Still Unprofitable\nBy now, it is well known that Tesla’s profitability does not come from selling cars. Tesla, despite improvements over the years, still relies heavily on regulatory credits to generate income. I believe that this does not pose any problem. Tesla simply does not need to make money today; this may continue to be a threat in the short term, but I think the current profitability structure is fine from a long-term investor perspective. Tesla has been treading along the profitability breakeven point; I think Tesla is leveraging its ability to generate cash from selling regulatory credits to invest back into its growth. The BEV market is just getting started and as bears have pointed out, the competition is starting to roll in; thus, there is no reason for Tesla to sacrifice growth for profits today.\nAn example of Tesla focusing on growth instead of profits is Tesla’s commitment to making a 25,000$ vehicle.This cheap vehicle will not be good for Tesla’s margins or net income; however, the vehicle will further strengthen Tesla’s ecosystem, which will be discussed later, and expand the overall BEV market. As the overall BEV market expands, the volume will soon follow, allowing Tesla to be more efficient with scale as the most expensive component in the vehicle, lithium-ion battery price decreases over time. Tesla’s strategy has been clear since the beginning: focus on growth. Nothing has changed but investors' expectations; profits will naturally follow as the market matures. Now is simply not the time to focus on profits.\nBloomberg: Quoting GM CEO Mary\n\n EV margins will match what they are today for combustion-engine cars by the “mid or later part of the decade.”\n\nFurthermore, as the quote shows, EV profitability is not only Tesla’s problem. No automaker is making significant positive net income selling BEV vehicles today. Thus, Tesla's focus on growth and the economies of scale should not be criticized.\n\nAs the picture above shows, Lithium-ion battery pack costs are continuing to decrease significantly, and as this trend accelerates, Tesla’s margin will naturally go up. Thus, Tesla’s best interest is still in growth and expansion rather than achieving limited profitability today.\nUnique Ecosystem\nMoving on to my bullish argument, Tesla has a unique ecosystem that can not be replicated by any other legacy automobile manufacturers. To know the importance of an ecosystem, we need to look at Apple(NASDAQ:AAPL). What makes Apple so different? Samsung (OTC:SSNLF) sells more phones than Apple, yet Apple makes more money, by far. Furthermore, iPhone does not have the highest specs. iPhones do not have the best camera (in terms of megapixels), biggest RAM, biggest storage, or best screen refresh rate. Then, why is Apple making so much money and why can't other manufacturers with similar technology replicate Apple’s success? The answer to this question, in my opinion, is that Apple has an ecosystem that can not be replicated by Samsung or any other phone maker. Consumers love Apple’s ecosystem that offers every service in a simple, immersive, and frictionless manner. Once a consumer enters this ecosystem, it is almost impossible to leave. Apple makes its own chips, operating system, music services, tablets, laptops, app stores, and many more services locking in loyal customers and selling products at higher margins. Then, what is Tesla’s ecosystem? It is still in the early stages, but Tesla is the only automaker that operates its own charging station allowing consumers to experience the frictionless ecosystem or connectivity. Tesla cars preheat the battery and get the battery ready for supercharging while the car locates the chargers and leads the driver to the superchargers. The ecosystem does not stop here, Tesla, like Apple, designs its own chips, own operating system, and autonomous driving technology, which creates an immersive and frictionless ecosystem like Apple. The software and charging experience is unmatched, and it is only getting better with the eventual rise of autonomous technology and rumored Tesla restaurants.\nThis ecosystem will not only make Tesla unique, but it will also prevent consumers from moving over to its competitors because for consumers, it's all about modernized simplistic design with a frictionless experience that feels luxurious. I can't imagine any other automaker that can replicate Tesla’s brand and ecosystem. No automaker today is even close to providing its own superchargers, autonomous driving technologies, and unique software. Plus, no legacy automakers are or can sell FSD software for additional ten thousand dollars. The brand power, in my opinion, is strong enough to minimize the threat from the competition.\nThus, I believe investors do not need to worry too much about net income as long as the operational efficiencies do not get significantly worse. Tesla, in my opinion, is creating an ecosystem that will generate significant profitability through higher margins and more loyal customers in the future. Tesla is simply in its growth phases.\nRising Competition\nRising competition is a serious threat despite Tesla's unique ecosystem. I think it is true that the legacy automakers are posing some risks to Tesla; however, I believe that the risk is not great enough to hinder Tesla’s growth. I do agree that more prominent competitors like Volkswagen (OTCPK:VWAGY) do pose an immense threat, but I do not see this as the end of Tesla. In fact, I think both companies will thrive at the end of the day.\nI will not go into details on why I believe that both Volkswagen and Tesla will succeed in the BEV market today because I will be focusing on why I think Tesla’s growth will not be affected by Volkswagen.\nFirst,the sheer size of the electric vehicle market is big enough to support multiple major players. In the age of ICE vehicles, Volkswagen was not the only major company. Similarly, I believe that the size of the EV market will support both Tesla, Volkswagen, and a few more companies. By 2025, the EV sales in the U.S. alone are expected to reach 6.9 million, far above 500,000 Tesla vehicle sales in 2020.\nSecond, I believe Tesla has unique advantages like selling its FSD software for 10,000 dollars. We all know that selling EVs is not profitable yet, which makes Tesla selling its software extremely important. The Tesla brand is strong enough to sell an FSD software for 10,000 dollars. I believe that this advantage can not easily be implemented by other companies because it is the result of brand power and loyalty that comes from its ecosystem. By selling its software, Tesla can decrease the price of its vehicles, like in Japan and South Korea, while maintaining some levels of margin for growth Detering some threats from the competition.\nData Advantage\nData, without any doubt, is becoming the new oil, getting more valuable by the seconds. The company that can correctly control and utilize data will be the winner going forward, and the very company utilizing massive amounts of user data is Tesla. Unlike any other autonomous driving technology developers, users pay Tesla to provide the company with the necessary data to improve the autonomous driving system. Google’s (NASDAQ:GOOG) Waymo uses specialized cars in heavily mapped areas to operate regional taxi networks, which costs money. However, Tesla’s customer, upon purchasing the vehicle, provides Tesla with valuable data for the company to process turning it into an autonomous vehicle technology. Also, the volume of the data Tesla can collect from its customers is simply unmatched. I think the advantage over the long term is obvious because the amount of data Tesla accumulates and utilizes will continue to far outpace any of its competitors potentially allowing Tesla to become one of the first companies to fully launch level 4 or above FSD.\nRisk\nI think the most obvious risk to my investment thesis is bias. Although I do not own any Tesla shares today, I have a very positive view of this company and plan to purchase shares in the coming weeks as I reallocate a portion of my portfolio to growth and tech stocks; thus, I may have introduced significant bias in my article by downplaying the competitive risk that Tesla faces. Also, because of my bias, I may have overstated the brand power that Tesla has.\nOther than my bias, I believe political risk concerning China is one of Tesla's greatest threats. Political tensions between the countries led by the United States and China, are growing. During the past weekend,the G7 meeting further solidified this tension as the group of 7 nations targeted China’s human rights and coronavirus problems. The politics may change consumer sentiment in China or lead to Chinese government risk. For example, the Chinese government accused Tesla of spying on China using its cameras.It is clear that tensions are worsening and geopolitical threats will not be easing any time soon causing immense risk to Tesla.\nValuation and Financials\nMultiple bearish arguments target that Tesla has an extremely high valuation at about 130 times the forward price to earnings. I believe that one must pay high prices for high-growth companies. Tesla is expected to grow its delivery volume by about 50% in 2021. I believe that his goal is achievable because Tesla is still selling less than 1 million vehicles a year, which is very small compared to competitors in the automobile industry. Also, the completion of Gigafactory Berlin and Austin later this year will contribute to the growth forecast. Finally, investors must take into account that Tesla is in its growth phases not growing profitability. As building EVs becomes profitable and Tesla enjoys the extra margin from its FSD software sale, profits have the potential to exponentially rise. Thus, I believe that the current argument on high valuation is not a huge concern. Investors need to look at Tesla as a high-growth company in its early stages.\nTesla's financials are fairly good suggesting that risks regarding financial health are limited. The company had about 17 billion dollars in cash and equivalents, which accounted for about 2.8% of the market cap. Tesla had a total asset of about 53 billion dollars and a total liability of about 28.5 billion dollars equating to a shareholder equity value of about 23 billion dollars and a liability to asset ratio (L/A) of about 53.7. The overall balance sheet poses no threat, and the immense cash pile is enough to support Tesla's growth; thus, I believe that Tesla's financials do not pose any threat to the company's future.\nSummary\nI believe that recent consolidation and weakness in Tesla is creating opportunities for long-term investors. Tesla is indeed unprofitable without regulatory credits and that competition is starting to heat up in the market. However, because Tesla is and was a growth company from the beginning, I believe that the profit levels today are acceptable. The company is simply choosing future growth over today's profits. Also, along with an EV market that can support multiple players, Tesla's unique ecosystem, brand loyalty, and data utilization will shield the company from experience any slow down. Rising competition is natural and should not be feared. Finally, the valuation and risk regarding China may be a concern; however, I believe, for reasons that I have discussed, Tesla is a buy today.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129083673,"gmtCreate":1624344110592,"gmtModify":1634007479151,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/129083673","repostId":"2145697034","repostType":4,"isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167696390,"gmtCreate":1624263633510,"gmtModify":1634008719797,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167696390","repostId":"1114797013","repostType":4,"isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166239829,"gmtCreate":1624010503161,"gmtModify":1634024168208,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/166239829","repostId":"1166489816","repostType":4,"isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166297557,"gmtCreate":1624010384079,"gmtModify":1634024169233,"author":{"id":"3569664437904571","authorId":"3569664437904571","name":"rsu","avatar":"https://static.tigerbbs.com/83c6d60ee50dc6f7f51540297717391b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569664437904571","idStr":"3569664437904571"},"themes":[],"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166297557","repostId":"2144226637","repostType":4,"isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}