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WoodFIRE
WoodFIRE
·
2022-01-09
新的一年开始了。又要努力投资
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WoodFIRE
WoodFIRE
·
2021-12-17
APPLE TSLA PYPL QQQ QQQM VOO
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WoodFIRE
WoodFIRE
·
2021-05-21
Wah
非常抱歉,此主贴已删除
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WoodFIRE
WoodFIRE
·
2021-05-19
老
拜登罕见试驾福特全电动皮卡,力挺汽车产业的未来是电动车
拜登参观福特的密歇根州电动车工厂,趁机宣传2万亿美元“天量”基建投资计划中的电动车扶持环节,称“美国将为EV翻开新篇章”,希望在电动车制造、市场规模和电池创新上领先。周二美股指数连续两天齐跌,但电动汽车类股逆市普涨。
拜登罕见试驾福特全电动皮卡,力挺汽车产业的未来是电动车
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WoodFIRE
WoodFIRE
·
2021-05-18
Ok
非常抱歉,此主贴已删除
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WoodFIRE
WoodFIRE
·
2021-05-14
Aiya
盘前:中概教育股集体反弹,涂鸦智能大幅拉升
【重磅数据】美国4月零售销售月率:0%,预期:1%,前值:9.7%。美国4月进口物价指数月率:0.7%,预期:0.6%,前值:1.2%。解读:有“恐怖数据”之称的零售销售月率数据出现下滑,主要是受到基
盘前:中概教育股集体反弹,涂鸦智能大幅拉升
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WoodFIRE
WoodFIRE
·
2021-05-11
Oh
越南首富打造的车企将在美股上市,估值快赶上蔚来了
房产公司造车。
越南首富打造的车企将在美股上市,估值快赶上蔚来了
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WoodFIRE
WoodFIRE
·
2021-05-09
Ok
非常抱歉,此主贴已删除
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WoodFIRE
WoodFIRE
·
2021-05-06
Ok
非常抱歉,此主贴已删除
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WoodFIRE
WoodFIRE
·
2021-04-30
Ok
Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens
Back in February, DataTrek Research co-founder Nicholas Colas examined Tesla Inc (NASDAQ:TSLA) CEO E
Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens
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referrerpolicy=\"no-referrer\"><b>拜登:汽车产业的未来是电动汽车,美国将为EV翻开新篇章</b></p>\n<p>拜登在讲话中称,汽车产业的未来是电动汽车,“美国将为EV翻开新的篇章,这是没有回头路的”。他批评特朗普政府“光说不练”,导致美国在电动车市场规模、基础设施建设和电池生产方面都远远落后。</p>\n<p>他表示,凭借2万亿“天量”基建计划(也称美国就业计划)中1740亿美元的电动车投资,美国有望引领全球电动汽车市场,也将缓解阻碍汽车生产的芯片短缺。预计共和党方面将在5月18至19日给出基建建议,希望针对基建计划找到跨党派解决方案。</p>\n<p>此前他多次重申,美国就业计划不仅创造与道路和桥梁等传统基础设施项目相关的工作机会,还将重点放在与气候和清洁能源相关的产业上,从而更全面地振兴经济。</p>\n<p>福特公司表示,纯电动版的F-150皮卡将于明年上市,这款自里根政府以来一直位居美国最畅销的车型向电动化转变,标志着“电动汽车革命的转折点”,“使美国最畅销汽车电气化是美国向清洁交通过渡的一个里程碑”,公司将在该中心投资7亿美元并创造300个就业机会。</p>\n<p>市场积极响应白宫的电动车转型号召。周二美国三大股指连续第二日集体收跌,道指跌超200点,成分股<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>石油收跌近3%,但电动汽车类股逆市普涨,Lordstown涨超20%,固态电池生产商QS涨10%,中概“造车三傻”齐涨,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超1%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨5%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3%。</p>\n<p><b>拜登“天量基建”如何安排1740亿美元在电动汽车扶持上?</b></p>\n<p>周二稍早,白宫在一份简报中详细阐述了美国就业计划(即拜登政府的“天量”基建计划)打算如何拓展电动车市场,以此“助推交通运输和制造业的未来”。</p>\n<p>报告称,全球市场正越来越多地转向电动汽车(EV),而美国在制造这些车辆及其使用的电池中处于落后地位,公共充电站只有10万个,市场份额也非常小。</p>\n<p><b>通过美国就业计划的投资,白宫希望重新确立美国在电动汽车和电池领域的领导地位,创造高薪工作、拓展制造业、令家庭用电动汽车更加普惠,并有能力向全球其他国家发售电动车及其零部件。</b></p>\n<p>报告特别提到,随着经济复苏和利率保持低位,“现在是进行长期变革性投资的黄金时间”。</p>\n<p>白宫表示,美国就业计划将通过驱动对高端轿车和卡车的需求、重振美国汽车和电池制造、部署全国性的充电站网络、提高对下一代技术的创新能力,来加速美国国内的电动汽车行业发展。</p>\n<p>其中,在“刺激需求”层面,拜登基建计划将采用消费者激励措施、零排放中型和重型车辆的税收抵免、投资250亿美元用于清洁公交车转型、投资200亿美元将20%的校车转换为电动车、利用联邦政府每年5千亿美元的采购力使其车队过渡到电动车和安装充电基础设施等,借此降低电动汽车的成本、支持电动汽车的市场需求,以及推动创新和清洁能源生产。</p>\n<p><b>不过,面向消费者购买电动车的激励措施“不会用于昂贵的<a href=\"https://laohu8.com/S/DLX\">豪华</a>车型”。</b></p>\n<p>在“制造和供应链”层面,白宫计划为清洁汽车在美国制造提供税收抵免、鼓励新的电池生产设施启动、为先进车辆生产提供低成本信贷,以及投资于以前关闭工厂的升级和重新开放等,以此来巩固国内供应链和创造高薪的工会职位,特别是鼓励中型和重型清洁能源车辆在美国生产。</p>\n<p>在“建立充电基础设施的全国网络”层面,白宫计划为州和地方政府以及私营部门建立拨款和激励机制,以期在2030年之前建立一个由50万座电动车充电站组成的全国网络。其中,150亿美元用于鼓励相关充电站的制造和安装,包括建设公寓楼、公共停车场和高速公路沿途的充电站,并为车队仓库充电、居民住宅充电和工作场所充电等场景基建提供税收抵免。</p>\n<p>最后,在“研究和创新”层面,美国就业计划将扩大由联邦政府资助的研究与开发。例如投资350亿美元用于能源和气候相关主题的变革性研发,其中150亿美元专门拨给能源部用于应用清洁能源和高级电池领域。另有400亿美元用来升级实验室和网络等研究基础设施。</p>\n<p>华尔街见闻曾提到,美国运输部此前文件显示,拜登1740亿美元电动车扶持计划主要包括1000亿美元的消费者电动车退税、150亿美元电动车基建、200亿美元电动车校车拨款、250亿美元电动车公交拨款以及140亿美元其他电动车税收优惠。</p>\n<p>目前美国7500美元的电动车退税不分车型。但在制造商电动车销量超20万辆后会逐步取消。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和通用的相关额度均已到达上限。国会民主党议员此前提议为车主提供补贴,鼓励车主替换掉报废8年以上车龄的汽油车,进而购买电动汽车、插电式混合动力汽车或燃料电池汽车。</p>","source":"wallstreetcn_api","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\" 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n拜登罕见试驾福特全电动皮卡,力挺汽车产业的未来是电动车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 04:12 北京时间 <a href=https://wallstreetcn.com/articles/3630647><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月18日周二,美国总统拜登参观福特汽车位于密歇根州的Rouge电动汽车中心,亲自试驾了明日发布的纯电动版F-150皮卡车型,并趁机宣传2万亿美元基建投资计划中的电动车扶持环节。\n有分析称,出于安全和安保考虑,美国总统在职期间很少有机会自己开车,拜登此次试驾看似是临时起意的安排,可以突显他对发展电动车的热忱。而选择皮卡是因为这款车型在支持共和党的州分销量最高,有助于消除较为保守人士对电动汽车“只...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630647\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ae95043f60aecab0531758d2129fd42","relate_stocks":{"F":"福特汽车"},"source_url":"https://wallstreetcn.com/articles/3630647","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136991422","content_text":"5月18日周二,美国总统拜登参观福特汽车位于密歇根州的Rouge电动汽车中心,亲自试驾了明日发布的纯电动版F-150皮卡车型,并趁机宣传2万亿美元基建投资计划中的电动车扶持环节。\n有分析称,出于安全和安保考虑,美国总统在职期间很少有机会自己开车,拜登此次试驾看似是临时起意的安排,可以突显他对发展电动车的热忱。而选择皮卡是因为这款车型在支持共和党的州分销量最高,有助于消除较为保守人士对电动汽车“只属于沿海精英”的误解。拜登:汽车产业的未来是电动汽车,美国将为EV翻开新篇章\n拜登在讲话中称,汽车产业的未来是电动汽车,“美国将为EV翻开新的篇章,这是没有回头路的”。他批评特朗普政府“光说不练”,导致美国在电动车市场规模、基础设施建设和电池生产方面都远远落后。\n他表示,凭借2万亿“天量”基建计划(也称美国就业计划)中1740亿美元的电动车投资,美国有望引领全球电动汽车市场,也将缓解阻碍汽车生产的芯片短缺。预计共和党方面将在5月18至19日给出基建建议,希望针对基建计划找到跨党派解决方案。\n此前他多次重申,美国就业计划不仅创造与道路和桥梁等传统基础设施项目相关的工作机会,还将重点放在与气候和清洁能源相关的产业上,从而更全面地振兴经济。\n福特公司表示,纯电动版的F-150皮卡将于明年上市,这款自里根政府以来一直位居美国最畅销的车型向电动化转变,标志着“电动汽车革命的转折点”,“使美国最畅销汽车电气化是美国向清洁交通过渡的一个里程碑”,公司将在该中心投资7亿美元并创造300个就业机会。\n市场积极响应白宫的电动车转型号召。周二美国三大股指连续第二日集体收跌,道指跌超200点,成分股雪佛龙石油收跌近3%,但电动汽车类股逆市普涨,Lordstown涨超20%,固态电池生产商QS涨10%,中概“造车三傻”齐涨,蔚来涨超1%,小鹏汽车涨5%,理想汽车涨3%。\n拜登“天量基建”如何安排1740亿美元在电动汽车扶持上?\n周二稍早,白宫在一份简报中详细阐述了美国就业计划(即拜登政府的“天量”基建计划)打算如何拓展电动车市场,以此“助推交通运输和制造业的未来”。\n报告称,全球市场正越来越多地转向电动汽车(EV),而美国在制造这些车辆及其使用的电池中处于落后地位,公共充电站只有10万个,市场份额也非常小。\n通过美国就业计划的投资,白宫希望重新确立美国在电动汽车和电池领域的领导地位,创造高薪工作、拓展制造业、令家庭用电动汽车更加普惠,并有能力向全球其他国家发售电动车及其零部件。\n报告特别提到,随着经济复苏和利率保持低位,“现在是进行长期变革性投资的黄金时间”。\n白宫表示,美国就业计划将通过驱动对高端轿车和卡车的需求、重振美国汽车和电池制造、部署全国性的充电站网络、提高对下一代技术的创新能力,来加速美国国内的电动汽车行业发展。\n其中,在“刺激需求”层面,拜登基建计划将采用消费者激励措施、零排放中型和重型车辆的税收抵免、投资250亿美元用于清洁公交车转型、投资200亿美元将20%的校车转换为电动车、利用联邦政府每年5千亿美元的采购力使其车队过渡到电动车和安装充电基础设施等,借此降低电动汽车的成本、支持电动汽车的市场需求,以及推动创新和清洁能源生产。\n不过,面向消费者购买电动车的激励措施“不会用于昂贵的豪华车型”。\n在“制造和供应链”层面,白宫计划为清洁汽车在美国制造提供税收抵免、鼓励新的电池生产设施启动、为先进车辆生产提供低成本信贷,以及投资于以前关闭工厂的升级和重新开放等,以此来巩固国内供应链和创造高薪的工会职位,特别是鼓励中型和重型清洁能源车辆在美国生产。\n在“建立充电基础设施的全国网络”层面,白宫计划为州和地方政府以及私营部门建立拨款和激励机制,以期在2030年之前建立一个由50万座电动车充电站组成的全国网络。其中,150亿美元用于鼓励相关充电站的制造和安装,包括建设公寓楼、公共停车场和高速公路沿途的充电站,并为车队仓库充电、居民住宅充电和工作场所充电等场景基建提供税收抵免。\n最后,在“研究和创新”层面,美国就业计划将扩大由联邦政府资助的研究与开发。例如投资350亿美元用于能源和气候相关主题的变革性研发,其中150亿美元专门拨给能源部用于应用清洁能源和高级电池领域。另有400亿美元用来升级实验室和网络等研究基础设施。\n华尔街见闻曾提到,美国运输部此前文件显示,拜登1740亿美元电动车扶持计划主要包括1000亿美元的消费者电动车退税、150亿美元电动车基建、200亿美元电动车校车拨款、250亿美元电动车公交拨款以及140亿美元其他电动车税收优惠。\n目前美国7500美元的电动车退税不分车型。但在制造商电动车销量超20万辆后会逐步取消。特斯拉和通用的相关额度均已到达上限。国会民主党议员此前提议为车主提供补贴,鼓励车主替换掉报废8年以上车龄的汽油车,进而购买电动汽车、插电式混合动力汽车或燃料电池汽车。","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194307879,"gmtCreate":1621340051091,"gmtModify":1634192330343,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194307879","repostId":"2136364950","repostType":4,"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196042217,"gmtCreate":1621001669139,"gmtModify":1634194641747,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Aiya","listText":"Aiya","text":"Aiya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196042217","repostId":"1187732451","repostType":4,"repost":{"id":"1187732451","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620995717,"share":"https://ttm.financial/m/news/1187732451?lang=&edition=full","pubTime":"2021-05-14 20:35","market":"us","language":"zh","title":"盘前:中概教育股集体反弹,涂鸦智能大幅拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1187732451","media":"老虎资讯综合","summary":"【重磅数据】美国4月零售销售月率:0%,预期:1%,前值:9.7%。美国4月进口物价指数月率:0.7%,预期:0.6%,前值:1.2%。解读:有“恐怖数据”之称的零售销售月率数据出现下滑,主要是受到基","content":"<p><b>【重磅数据】</b></p><p><b>美国4月零售销售月率:0%,预期:1%,前值:9.7%。</b></p><p>美国4月进口物价指数月率:<b>0.7%,</b>预期:0.6%,前值:1.2%。</p><p>解读:有“恐怖数据”之称的零售销售月率数据出现下滑,主要是受到基数效应的影响。3月份美国发放的救济支票提振了人们的消费能力,上个月的零售销售月率也因此大幅攀升至9.8%。</p><p>数据公布后,美股三大指数期货维持涨势,纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/3dad926531a6e6836cb8ecc59e52d492\" tg-width=\"697\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p>在线教育股盘前走高,<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>涨超5%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨4.72%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨0.87%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨3.48%。消息面上,国务院总理李克强日前签署国务院令,公布修订后的《民办教育促进法实施条例》,自2021年9月1日起施行。</p><p><a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>盘前涨超6%,第一季度营收同比增长200%,物联网、SaaS等业务收入均录得大幅增长。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Emerson Chan发表研报表示,将该股评级由中性上调至买入,目标价由25美元下调至22美元。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨1.95%。阿里周四发布财报,受反垄断罚款影响,史上首次录得季度亏损。阿里美股股价当日跌超6%。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前涨2.72%。据悉<a href=\"https://laohu8.com/S/JD\">京东</a>物流香港IPO吸引了软银与淡马锡的认购。同时,<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、老虎全球、诚通投资、铭基和<a href=\"https://laohu8.com/S/OAK\">橡树资本</a>也已参与。</p><p>新能源车概念股盘前普涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨2.75%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.32%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨1.7%。</p><p><a href=\"https://laohu8.com/S/SOHU\">搜狐</a>盘前涨超5%。财报显示,搜狐公司第一季度总收入为2.22亿美元,同比增长24%;净利润3700万美元,远超此前预期。</p><p><b>重要美股</b></p><p>“美版饿了么”<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超8%。DoorDash周四公布2021年第一季度业绩。财报显示,一季度营收10.8亿美元,同比增长198%,大于市场预期9.93亿美元,净亏损为1.1亿美元,较去年同期净亏损有所收窄。此外,DoorDash一季度订单同比增长219%至3.29亿,总订单价值(GOV)同比增长222%,至99亿美元。</p><p>“加密货币交易所第一股”<a href=\"https://laohu8.com/S/COIN\">Coinbase Global,Inc</a>盘前涨超3%。财报显示,2021年第一季度,该公司的总营收约为18亿美元,而上年同期仅为1.91亿美元。该公司第一季度净利润为7.71亿美元,与上年同期的3197.3万美元相比增长超23倍。</p><p>电动车企<a href=\"https://laohu8.com/S/FSR\">Fisker Inc</a>盘前大涨15%。Fisker周四表示,已与富士康达成汽车组装协议,计划于2023年四季度开始在美国建造工厂、制造汽车。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨2.85%,今日有消息指<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正与<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>谈判,将其加入电池供应商。</p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>表示,公司已经完成了4300万股的股票发行,在扣除佣金和费用后共募资4.28亿美元。</p><p>加密货币价格反弹,美股区块链板块盘前普涨。<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超5%,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超9%,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>涨超10%。</p><p><a href=\"https://laohu8.com/S/BNGO\">BioNano</a>盘前涨超15%,第一季度营收高于市场预期。</p><p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前跌超4%,一季度<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>+订阅用户数不及市场预期。</p><p><b>【大宗商品】</b></p><p>◆国际油价反弹。中东巴以冲突继续扩大,且美元走软为油价提供支撑。</p><p>截至发稿,WTI原油期货价格报64.48元/桶,涨幅1.03%;布伦特原油报67.81美元每桶,涨幅1.13%。</p><p><img src=\"https://static.tigerbbs.com/926adf7d74bf8084ab855ce6ff847595\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格上涨。美国通胀数据带来的恐慌情绪有所消退。</p><p>截至发稿,国际黄金期货价格报1837.00美元/盎司,涨幅0.71%。</p><p><img src=\"https://static.tigerbbs.com/508dacd366648451442e5d3ffaa8d801\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>盘前:中概教育股集体反弹,涂鸦智能大幅拉升</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n盘前:中概教育股集体反弹,涂鸦智能大幅拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-14 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>【重磅数据】</b></p><p><b>美国4月零售销售月率:0%,预期:1%,前值:9.7%。</b></p><p>美国4月进口物价指数月率:<b>0.7%,</b>预期:0.6%,前值:1.2%。</p><p>解读:有“恐怖数据”之称的零售销售月率数据出现下滑,主要是受到基数效应的影响。3月份美国发放的救济支票提振了人们的消费能力,上个月的零售销售月率也因此大幅攀升至9.8%。</p><p>数据公布后,美股三大指数期货维持涨势,纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/3dad926531a6e6836cb8ecc59e52d492\" tg-width=\"697\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p>在线教育股盘前走高,<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>涨超5%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨4.72%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨0.87%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨3.48%。消息面上,国务院总理李克强日前签署国务院令,公布修订后的《民办教育促进法实施条例》,自2021年9月1日起施行。</p><p><a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>盘前涨超6%,第一季度营收同比增长200%,物联网、SaaS等业务收入均录得大幅增长。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Emerson Chan发表研报表示,将该股评级由中性上调至买入,目标价由25美元下调至22美元。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨1.95%。阿里周四发布财报,受反垄断罚款影响,史上首次录得季度亏损。阿里美股股价当日跌超6%。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前涨2.72%。据悉<a href=\"https://laohu8.com/S/JD\">京东</a>物流香港IPO吸引了软银与淡马锡的认购。同时,<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、老虎全球、诚通投资、铭基和<a href=\"https://laohu8.com/S/OAK\">橡树资本</a>也已参与。</p><p>新能源车概念股盘前普涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨2.75%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.32%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨1.7%。</p><p><a href=\"https://laohu8.com/S/SOHU\">搜狐</a>盘前涨超5%。财报显示,搜狐公司第一季度总收入为2.22亿美元,同比增长24%;净利润3700万美元,远超此前预期。</p><p><b>重要美股</b></p><p>“美版饿了么”<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超8%。DoorDash周四公布2021年第一季度业绩。财报显示,一季度营收10.8亿美元,同比增长198%,大于市场预期9.93亿美元,净亏损为1.1亿美元,较去年同期净亏损有所收窄。此外,DoorDash一季度订单同比增长219%至3.29亿,总订单价值(GOV)同比增长222%,至99亿美元。</p><p>“加密货币交易所第一股”<a href=\"https://laohu8.com/S/COIN\">Coinbase Global,Inc</a>盘前涨超3%。财报显示,2021年第一季度,该公司的总营收约为18亿美元,而上年同期仅为1.91亿美元。该公司第一季度净利润为7.71亿美元,与上年同期的3197.3万美元相比增长超23倍。</p><p>电动车企<a href=\"https://laohu8.com/S/FSR\">Fisker Inc</a>盘前大涨15%。Fisker周四表示,已与富士康达成汽车组装协议,计划于2023年四季度开始在美国建造工厂、制造汽车。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨2.85%,今日有消息指<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正与<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>谈判,将其加入电池供应商。</p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>表示,公司已经完成了4300万股的股票发行,在扣除佣金和费用后共募资4.28亿美元。</p><p>加密货币价格反弹,美股区块链板块盘前普涨。<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超5%,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超9%,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>涨超10%。</p><p><a href=\"https://laohu8.com/S/BNGO\">BioNano</a>盘前涨超15%,第一季度营收高于市场预期。</p><p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前跌超4%,一季度<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>+订阅用户数不及市场预期。</p><p><b>【大宗商品】</b></p><p>◆国际油价反弹。中东巴以冲突继续扩大,且美元走软为油价提供支撑。</p><p>截至发稿,WTI原油期货价格报64.48元/桶,涨幅1.03%;布伦特原油报67.81美元每桶,涨幅1.13%。</p><p><img src=\"https://static.tigerbbs.com/926adf7d74bf8084ab855ce6ff847595\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格上涨。美国通胀数据带来的恐慌情绪有所消退。</p><p>截至发稿,国际黄金期货价格报1837.00美元/盎司,涨幅0.71%。</p><p><img src=\"https://static.tigerbbs.com/508dacd366648451442e5d3ffaa8d801\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187732451","content_text":"【重磅数据】美国4月零售销售月率:0%,预期:1%,前值:9.7%。美国4月进口物价指数月率:0.7%,预期:0.6%,前值:1.2%。解读:有“恐怖数据”之称的零售销售月率数据出现下滑,主要是受到基数效应的影响。3月份美国发放的救济支票提振了人们的消费能力,上个月的零售销售月率也因此大幅攀升至9.8%。数据公布后,美股三大指数期货维持涨势,纳指期货涨幅居前。【盘前行情】热门中概股在线教育股盘前走高,一起教育科技涨超5%,高途涨4.72%,新东方涨0.87%,好未来涨3.48%。消息面上,国务院总理李克强日前签署国务院令,公布修订后的《民办教育促进法实施条例》,自2021年9月1日起施行。涂鸦智能盘前涨超6%,第一季度营收同比增长200%,物联网、SaaS等业务收入均录得大幅增长。美国银行分析师Emerson Chan发表研报表示,将该股评级由中性上调至买入,目标价由25美元下调至22美元。阿里巴巴盘前涨1.95%。阿里周四发布财报,受反垄断罚款影响,史上首次录得季度亏损。阿里美股股价当日跌超6%。京东盘前涨2.72%。据悉京东物流香港IPO吸引了软银与淡马锡的认购。同时,黑石集团、老虎全球、诚通投资、铭基和橡树资本也已参与。新能源车概念股盘前普涨。蔚来涨2.75%,理想汽车涨2.32%,小鹏汽车涨1.7%。搜狐盘前涨超5%。财报显示,搜狐公司第一季度总收入为2.22亿美元,同比增长24%;净利润3700万美元,远超此前预期。重要美股“美版饿了么”DoorDash盘前涨超8%。DoorDash周四公布2021年第一季度业绩。财报显示,一季度营收10.8亿美元,同比增长198%,大于市场预期9.93亿美元,净亏损为1.1亿美元,较去年同期净亏损有所收窄。此外,DoorDash一季度订单同比增长219%至3.29亿,总订单价值(GOV)同比增长222%,至99亿美元。“加密货币交易所第一股”Coinbase Global,Inc盘前涨超3%。财报显示,2021年第一季度,该公司的总营收约为18亿美元,而上年同期仅为1.91亿美元。该公司第一季度净利润为7.71亿美元,与上年同期的3197.3万美元相比增长超23倍。电动车企Fisker Inc盘前大涨15%。Fisker周四表示,已与富士康达成汽车组装协议,计划于2023年四季度开始在美国建造工厂、制造汽车。特斯拉盘前涨2.85%,今日有消息指特斯拉正与亿纬锂能谈判,将其加入电池供应商。AMC院线盘前涨超4%。AMC院线表示,公司已经完成了4300万股的股票发行,在扣除佣金和费用后共募资4.28亿美元。加密货币价格反弹,美股区块链板块盘前普涨。亿邦国际、嘉楠科技涨超5%,Riot Blockchain涨超9%,Marathon Patent涨超10%。BioNano盘前涨超15%,第一季度营收高于市场预期。迪士尼盘前跌超4%,一季度迪士尼+订阅用户数不及市场预期。【大宗商品】◆国际油价反弹。中东巴以冲突继续扩大,且美元走软为油价提供支撑。截至发稿,WTI原油期货价格报64.48元/桶,涨幅1.03%;布伦特原油报67.81美元每桶,涨幅1.13%。◆黄金价格上涨。美国通胀数据带来的恐慌情绪有所消退。截至发稿,国际黄金期货价格报1837.00美元/盎司,涨幅0.71%。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199783663,"gmtCreate":1620734232652,"gmtModify":1634196754983,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199783663","repostId":"1174772750","repostType":4,"repost":{"id":"1174772750","kind":"news","pubTimestamp":1620733135,"share":"https://ttm.financial/m/news/1174772750?lang=&edition=full","pubTime":"2021-05-11 19:38","market":"us","language":"zh","title":"越南首富打造的车企将在美股上市,估值快赶上蔚来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1174772750","media":"敲黑板","summary":"房产公司造车。","content":"<p>据媒体报道,越南车企VinFast正筹备在美上市,预计估值至少为500亿美元,一旦成功,将成为越南公司最大IPO,VinFast也会成为第一家在美上市的越南公司。</p>\n<p>市值500亿美元是什么概念?中国造车新势力中市值最高的蔚来(NIO.US),目前市值是600亿美元。</p>\n<p>2017年7月,Vinfast宣布要造越南第一辆国产汽车,目标是成为“越南特斯拉”。</p>\n<p>今年,VinFast一口气推出三款纯电动汽车,还计划在2022年出口到北美和欧洲。其CEO宣称,他们要与特斯拉竞争,并在华尔街掀起一股热潮。</p>\n<p>这一切,听起来是不是太“天方夜谭”了?</p>\n<p>毕竟,越南几乎没有汽车工业基础,只有丰田、三菱、起亚等车企的几间CKD工厂,零部件依赖进口,国产化率很低。</p>\n<p>在这样的土壤上,VinFast凭什么造车?造出来的车还能出口欧美,现在居然还要去美股上市?</p>\n<p><b>越南首富靠买买买造车</b></p>\n<p>一切,要从VinFast的创始人说起,他是越南首富潘日旺,Vingroup集团创始人,目前以73亿美元身家,在2021福布斯全球富豪榜上位列第344位。</p>\n<p>Vingroup集团的主营业务是房地产开发,购物中心、公寓楼盘、水疗中心、度假村、医院和学校遍布越南各地。</p>\n<p><img src=\"https://static.tigerbbs.com/9a0bb8e3c70b2c36970064c5c003e6f2\" tg-width=\"860\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p>\n<p>Vingroup的八大事业体系形成了一个生态圈</p>\n<p>Vingroup没有任何工业制造基础,但架不住潘日旺有钱,没有基础,就用钱买出一个基础。</p>\n<p>在海防市,Vingroup建起了总面积3.3平方千米的汽车工厂,总投资高达35亿美元。</p>\n<p>这座工厂完全采用了工业4.0技术标准,可以运用云计算和智能机器人,完成冲压、焊装、涂装及总装的整套生产体系,计划到2025年实现50万辆年产能。</p>\n<p>2018年10月,VinFast在巴黎车展上推出轿车LUX A2.0和SUV LUX SA2.0,两款车的外观造型,均由宾尼法利纳操刀,动力总成和车架都使用了宝马的技术,工程及工艺开发则由麦格纳负责。</p>\n<p>两款车并不便宜,售价分别为8亿越南盾(约合22.3万人民币)和11.36亿越南盾(约合31.7万人民币)。</p>\n<p>紧接着,VinFast又与IDG、博世、西门子、LG等企业签订了合作协议,还请来通用汽车前高层担任公司总裁,并拿下了通用汽车(GM.US)雪佛兰品牌在越南的销售权和通用的越南工厂。</p>\n<p>随后,VinFast基于欧宝Karl Rocks的底盘,又打造出一款起价3.36亿越南盾(约合9.4万人民币)的廉价两厢车Fadil。</p>\n<p>2020年,VinFast甚至发布了一款起价46亿越南盾(约合128万人民币)的旗舰SUV,基于上一代宝马X5打造,却搭载了通用的V8发动机。</p>\n<p>就这样,在其他主机厂和供应商的帮助下,VinFast东拼西凑,却用最快的速度实现了多款新车的发布和量产,而且在越南还卖得不错。</p>\n<p>2019年,VinFast在越南销售了1.7万辆新车,2020年提升到3万辆,今年一季度,VinFast向客户交付了6849辆新车,超过了福特汽车在越南的销量。</p>\n<p><b>大力发展智能电车</b></p>\n<p>由于越南国内市场容量有限,VinFast非常重视国际化路线,计划2022年进入欧洲与北美市场,并且一直对外宣称,自己的对手将是特斯拉和通用。</p>\n<p>在越来越注重排放法规的欧美市场,VinFast的产品变成了智能电动汽车。</p>\n<p><img src=\"https://static.tigerbbs.com/2089cf84bd24e7c777591ca1ced28263\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>今年1月,VinFast发布了VF31、VF32、VF33三款电动汽车,后更名为VF e34、VF e35和VF e36,e34已在越南开放预订,优惠后起售价为5.9亿越南盾(约合16.5万人民币),e35和e36则用于出口海外。</p>\n<p>造电动汽车,比造燃油车更加容易,供应商也能发挥更大的作用。</p>\n<p>动力电池方面,VinFast与LG化学建立了合资公司,还将与辉能科技合作在越南生产固态电池。</p>\n<p>智能驾驶方面,VinFast使用了英伟达提供的自动驾驶方案,三款新车均拥有L2-L3级自动辅助驾驶能力,自动紧急刹车、车道偏离警示辅助、车侧盲点侦测、停车辅助等功能更是基础配备。</p>\n<p>尤其是e35和e36,配备了14个摄像头、19个传感器和激光雷达,号称未来可升级到L4。</p>\n<p>2022年,VinFast还会推出搭载英伟达(NVDA.US)Drive Xavier系统芯片的自动驾驶电动汽车。</p>\n<p>去年2月,VinFast也获得了在美国加州公共街道上测试自动驾驶汽车的许可证,并在旧金山设立了汽车研发中心。</p>\n<p>在越南国内,VinFast正在各地建设充电站,计划到2021年底,在63个省市建立约4万个充电桩,完善电动汽车的配套设施。</p>\n<p>VinFast还提出了电池租赁计划,当电池容量低于70%时,车主可更换新电池。</p>\n<p><b>汽车质量引发信任危机</b></p>\n<p>e34在越南开启预订后仅12个小时,VinFast就收到了3692份订单,创造了越南汽车市场的新纪录。</p>\n<p>不过,正当VinFast最近频繁出现在欧美媒体视线中,开始为赴美上市造势时,却遇上了一场风波。</p>\n<p>越南油管大V Tran Van Hoang</p>\n<p>拥有45万粉丝的越南油管大V Tran Van Hoang,在节目中点评了自己的VinFast LUX A2.0,说车跑了8000公里,维修了不下10次。</p>\n<p>在29分钟的视频中,Hoang抱怨该车的轮胎压力、传感器、挡风玻璃、雨刮器、无线充电等10个问题,还表示车门“吱吱”作响,与经销商也发生了不愉快。</p>\n<p>虽然提出了不少问题,但Hoang也强调,自己身为越南人,为拥有LUX A2.0感到自豪。</p>\n<p>没想到,到了5月2日,VinFast发布声明称,Hoang发布的视频包含“不真实的内容”,可能“影响了VinFast的声誉”, 尽管视频已删除,他们已保存证据并发给了警察。</p>\n<p><img src=\"https://static.tigerbbs.com/7c494f0173a184f29fdd70c540628947\" tg-width=\"1080\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<p>VinFast发布的声明</p>\n<p>VinFast还表示,“有充分的理由证明,这不是正常的投诉。”</p>\n<p>目前,越南警方已受理该案,并安排时间约谈了Hoang。</p>\n<p>5月5日,Hoang上传了一个与律师交谈的视频</p>\n<p>然而,目前油管上还有其他博主重新上传了Hoang的完整视频,大多数网友谴责了VinFast的做法,认为“让客户发声是基本权利,不管是夸奖还是质疑。”</p>\n<p>也有网友表示,VinFast汽车的刹车踏板,踩起来确实有问题。</p>\n<p><img src=\"https://static.tigerbbs.com/0ec5f1788413baebbe6970d278a1a769\" tg-width=\"767\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>还有网友表示,如果VinFast希望重获信任,应该发布视频来纠正错误,而不是“让警察谴责”消费者,一家有能力的企业不会以这种方式来解决问题。</p>\n<p><img src=\"https://static.tigerbbs.com/7afbdc46add223b0d92342e77587208c\" tg-width=\"777\" tg-height=\"176\" referrerpolicy=\"no-referrer\"></p>\n<p>还有很多越南网友在线上呼吁潘日旺来看看这个影片,并称“爱国是件很辛苦的事。”</p>\n<p><img src=\"https://static.tigerbbs.com/de95fd8dd6cc72c8f575253b409038f4\" tg-width=\"769\" tg-height=\"220\" referrerpolicy=\"no-referrer\"></p>\n<p>一时半会,VinFast在越南的“信任危机”平息不下来,但VinFast至少已经证明了一件事,在当前的造车环境中,只要资金到位,房产公司真的可以造车,至于车的质量靠不靠谱,可能又是另一码事了。</p>","source":"lsy1576811625524","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>越南首富打造的车企将在美股上市,估值快赶上蔚来了</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n越南首富打造的车企将在美股上市,估值快赶上蔚来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 19:38 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/472346.html><strong>敲黑板</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体报道,越南车企VinFast正筹备在美上市,预计估值至少为500亿美元,一旦成功,将成为越南公司最大IPO,VinFast也会成为第一家在美上市的越南公司。\n市值500亿美元是什么概念?中国造车新势力中市值最高的蔚来(NIO.US),目前市值是600亿美元。\n2017年7月,Vinfast宣布要造越南第一辆国产汽车,目标是成为“越南特斯拉”。\n今年,VinFast一口气推出三款纯电动汽车,还...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/472346.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d79be8b3449ca6f19c21286fc50ed804","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.zhitongcaijing.com/content/detail/472346.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174772750","content_text":"据媒体报道,越南车企VinFast正筹备在美上市,预计估值至少为500亿美元,一旦成功,将成为越南公司最大IPO,VinFast也会成为第一家在美上市的越南公司。\n市值500亿美元是什么概念?中国造车新势力中市值最高的蔚来(NIO.US),目前市值是600亿美元。\n2017年7月,Vinfast宣布要造越南第一辆国产汽车,目标是成为“越南特斯拉”。\n今年,VinFast一口气推出三款纯电动汽车,还计划在2022年出口到北美和欧洲。其CEO宣称,他们要与特斯拉竞争,并在华尔街掀起一股热潮。\n这一切,听起来是不是太“天方夜谭”了?\n毕竟,越南几乎没有汽车工业基础,只有丰田、三菱、起亚等车企的几间CKD工厂,零部件依赖进口,国产化率很低。\n在这样的土壤上,VinFast凭什么造车?造出来的车还能出口欧美,现在居然还要去美股上市?\n越南首富靠买买买造车\n一切,要从VinFast的创始人说起,他是越南首富潘日旺,Vingroup集团创始人,目前以73亿美元身家,在2021福布斯全球富豪榜上位列第344位。\nVingroup集团的主营业务是房地产开发,购物中心、公寓楼盘、水疗中心、度假村、医院和学校遍布越南各地。\n\nVingroup的八大事业体系形成了一个生态圈\nVingroup没有任何工业制造基础,但架不住潘日旺有钱,没有基础,就用钱买出一个基础。\n在海防市,Vingroup建起了总面积3.3平方千米的汽车工厂,总投资高达35亿美元。\n这座工厂完全采用了工业4.0技术标准,可以运用云计算和智能机器人,完成冲压、焊装、涂装及总装的整套生产体系,计划到2025年实现50万辆年产能。\n2018年10月,VinFast在巴黎车展上推出轿车LUX A2.0和SUV LUX SA2.0,两款车的外观造型,均由宾尼法利纳操刀,动力总成和车架都使用了宝马的技术,工程及工艺开发则由麦格纳负责。\n两款车并不便宜,售价分别为8亿越南盾(约合22.3万人民币)和11.36亿越南盾(约合31.7万人民币)。\n紧接着,VinFast又与IDG、博世、西门子、LG等企业签订了合作协议,还请来通用汽车前高层担任公司总裁,并拿下了通用汽车(GM.US)雪佛兰品牌在越南的销售权和通用的越南工厂。\n随后,VinFast基于欧宝Karl Rocks的底盘,又打造出一款起价3.36亿越南盾(约合9.4万人民币)的廉价两厢车Fadil。\n2020年,VinFast甚至发布了一款起价46亿越南盾(约合128万人民币)的旗舰SUV,基于上一代宝马X5打造,却搭载了通用的V8发动机。\n就这样,在其他主机厂和供应商的帮助下,VinFast东拼西凑,却用最快的速度实现了多款新车的发布和量产,而且在越南还卖得不错。\n2019年,VinFast在越南销售了1.7万辆新车,2020年提升到3万辆,今年一季度,VinFast向客户交付了6849辆新车,超过了福特汽车在越南的销量。\n大力发展智能电车\n由于越南国内市场容量有限,VinFast非常重视国际化路线,计划2022年进入欧洲与北美市场,并且一直对外宣称,自己的对手将是特斯拉和通用。\n在越来越注重排放法规的欧美市场,VinFast的产品变成了智能电动汽车。\n\n今年1月,VinFast发布了VF31、VF32、VF33三款电动汽车,后更名为VF e34、VF e35和VF e36,e34已在越南开放预订,优惠后起售价为5.9亿越南盾(约合16.5万人民币),e35和e36则用于出口海外。\n造电动汽车,比造燃油车更加容易,供应商也能发挥更大的作用。\n动力电池方面,VinFast与LG化学建立了合资公司,还将与辉能科技合作在越南生产固态电池。\n智能驾驶方面,VinFast使用了英伟达提供的自动驾驶方案,三款新车均拥有L2-L3级自动辅助驾驶能力,自动紧急刹车、车道偏离警示辅助、车侧盲点侦测、停车辅助等功能更是基础配备。\n尤其是e35和e36,配备了14个摄像头、19个传感器和激光雷达,号称未来可升级到L4。\n2022年,VinFast还会推出搭载英伟达(NVDA.US)Drive Xavier系统芯片的自动驾驶电动汽车。\n去年2月,VinFast也获得了在美国加州公共街道上测试自动驾驶汽车的许可证,并在旧金山设立了汽车研发中心。\n在越南国内,VinFast正在各地建设充电站,计划到2021年底,在63个省市建立约4万个充电桩,完善电动汽车的配套设施。\nVinFast还提出了电池租赁计划,当电池容量低于70%时,车主可更换新电池。\n汽车质量引发信任危机\ne34在越南开启预订后仅12个小时,VinFast就收到了3692份订单,创造了越南汽车市场的新纪录。\n不过,正当VinFast最近频繁出现在欧美媒体视线中,开始为赴美上市造势时,却遇上了一场风波。\n越南油管大V Tran Van Hoang\n拥有45万粉丝的越南油管大V Tran Van Hoang,在节目中点评了自己的VinFast LUX A2.0,说车跑了8000公里,维修了不下10次。\n在29分钟的视频中,Hoang抱怨该车的轮胎压力、传感器、挡风玻璃、雨刮器、无线充电等10个问题,还表示车门“吱吱”作响,与经销商也发生了不愉快。\n虽然提出了不少问题,但Hoang也强调,自己身为越南人,为拥有LUX A2.0感到自豪。\n没想到,到了5月2日,VinFast发布声明称,Hoang发布的视频包含“不真实的内容”,可能“影响了VinFast的声誉”, 尽管视频已删除,他们已保存证据并发给了警察。\n\nVinFast发布的声明\nVinFast还表示,“有充分的理由证明,这不是正常的投诉。”\n目前,越南警方已受理该案,并安排时间约谈了Hoang。\n5月5日,Hoang上传了一个与律师交谈的视频\n然而,目前油管上还有其他博主重新上传了Hoang的完整视频,大多数网友谴责了VinFast的做法,认为“让客户发声是基本权利,不管是夸奖还是质疑。”\n也有网友表示,VinFast汽车的刹车踏板,踩起来确实有问题。\n\n还有网友表示,如果VinFast希望重获信任,应该发布视频来纠正错误,而不是“让警察谴责”消费者,一家有能力的企业不会以这种方式来解决问题。\n\n还有很多越南网友在线上呼吁潘日旺来看看这个影片,并称“爱国是件很辛苦的事。”\n\n一时半会,VinFast在越南的“信任危机”平息不下来,但VinFast至少已经证明了一件事,在当前的造车环境中,只要资金到位,房产公司真的可以造车,至于车的质量靠不靠谱,可能又是另一码事了。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190040318,"gmtCreate":1620559220034,"gmtModify":1634198037329,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190040318","repostId":"1164615477","repostType":4,"isVote":1,"tweetType":1,"viewCount":2317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105299254,"gmtCreate":1620304157578,"gmtModify":1634206247711,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105299254","repostId":"2133822573","repostType":4,"isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103396647,"gmtCreate":1619746461689,"gmtModify":1634210223998,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103396647","repostId":"1125129356","repostType":2,"repost":{"id":"1125129356","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619745827,"share":"https://ttm.financial/m/news/1125129356?lang=&edition=full","pubTime":"2021-04-30 09:23","market":"us","language":"en","title":"Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=1125129356","media":"Benzinga","summary":"Back in February, DataTrek Research co-founder Nicholas Colas examined Tesla Inc (NASDAQ:TSLA) CEO E","content":"<p><img src=\"https://static.tigerbbs.com/4dba9355f3aae16e4c4162642d8a71f3\" tg-width=\"685\" tg-height=\"375\"></p>\n<p>Back in February, DataTrek Research co-founder Nicholas Colas examined <b>Tesla Inc</b> (NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in <b>Bitcoin</b>(CRYPTO: BTC).</p>\n<p>This week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.</p>\n<p><b>Pair Trade:</b>In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.</p>\n<p>Cola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.</p>\n<p>On Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either <b>Ford Motor Company</b> (NYSE:F) founder Henry Ford or <b>Amazon.com, Inc.</b> (NASDAQ:AMZN) founder Jeff Bezos.</p>\n<p>Ford’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.</p>\n<p>Bezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.</p>\n<p><b>Two Paths Forward:</b>Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.</p>\n<p>“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.</p>\n<p>Colas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.</p>\n<p><b>Benzinga’s Take:</b>The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/32bbae60446b0e9685c6708826758185\" tg-width=\"1149\" tg-height=\"257\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-30 09:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4dba9355f3aae16e4c4162642d8a71f3\" tg-width=\"685\" tg-height=\"375\"></p>\n<p>Back in February, DataTrek Research co-founder Nicholas Colas examined <b>Tesla Inc</b> (NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in <b>Bitcoin</b>(CRYPTO: BTC).</p>\n<p>This week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.</p>\n<p><b>Pair Trade:</b>In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.</p>\n<p>Cola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.</p>\n<p>On Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either <b>Ford Motor Company</b> (NYSE:F) founder Henry Ford or <b>Amazon.com, Inc.</b> (NASDAQ:AMZN) founder Jeff Bezos.</p>\n<p>Ford’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.</p>\n<p>Bezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.</p>\n<p><b>Two Paths Forward:</b>Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.</p>\n<p>“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.</p>\n<p>Colas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.</p>\n<p><b>Benzinga’s Take:</b>The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/32bbae60446b0e9685c6708826758185\" tg-width=\"1149\" tg-height=\"257\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125129356","content_text":"Back in February, DataTrek Research co-founder Nicholas Colas examined Tesla Inc (NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in Bitcoin(CRYPTO: BTC).\nThis week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.\nPair Trade:In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.\nCola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.\nOn Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either Ford Motor Company (NYSE:F) founder Henry Ford or Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos.\nFord’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.\nBezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.\nTwo Paths Forward:Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.\n“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.\nColas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.\nBenzinga’s Take:The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}