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NatChua

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- NatChuaNatChua
  ·2021-03-24
  Like my post!!
  非常抱歉，此主贴已删除
  1,996 评论
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- NatChuaNatChua
  ·2021-03-15
  Love!!
  Is GM Stock A Buy? General Motors Makes Bullish Move As Tesla Struggles<blockquote>通用汽车股票值得买入吗？特斯拉陷入困境，通用汽车采取看涨举措</blockquote>
  GM stock is powering higher strong, even as red-hot EV pure plays like Tesla have come under some pr
  Is GM Stock A Buy? General Motors Makes Bullish Move As Tesla Struggles<blockquote>通用汽车股票值得买入吗？特斯拉陷入困境，通用汽车采取看涨举措</blockquote>
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- NatChuaNatChua
  ·2021-03-12
  BUYYY!!
  非常抱歉，此主贴已删除
  2,068 评论
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- NatChuaNatChua
  ·2021-03-11
  Wowwww
  非常抱歉，此主贴已删除
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- NatChuaNatChua
  ·2021-03-10
  Moooon
  非常抱歉，此主贴已删除
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- NatChuaNatChua
  ·2021-03-10
  Moon!!
  非常抱歉，此主贴已删除
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- NatChuaNatChua
  ·2021-03-08
  Ahhh let’s go
  Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨理由吗？</blockquote>
  It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Holly
  Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨理由吗？</blockquote>
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- NatChuaNatChua
  ·2021-03-05
  It’s overrrr
  非常抱歉，此主贴已删除
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- NatChuaNatChua
  ·2021-03-04
  Tesla ftw
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- NatChuaNatChua
  ·2021-03-03
  Yeah man!!
  非常抱歉，此主贴已删除
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my post!!&nbsp;","listText":"Like my post!!&nbsp;","text":"Like my post!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351803937","repostId":"1169987647","repostType":4,"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322500956,"gmtCreate":1615814710675,"gmtModify":1703493406788,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Love!!","listText":"Love!!","text":"Love!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322500956","repostId":"1192178550","repostType":4,"repost":{"id":"1192178550","kind":"news","pubTimestamp":1615814052,"share":"https://www.laohunote.com/m/news/1192178550?lang=zh_CN&edition=full","pubTime":"2021-03-15 21:14","market":"us","language":"en","title":"Is GM Stock A Buy? General Motors Makes Bullish Move As Tesla Struggles<blockquote>通用汽车股票值得买入吗？特斯拉陷入困境，通用汽车采取看涨举措</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192178550","media":"Investors","summary":"GM stock is powering higher strong, even as red-hot EV pure plays like Tesla have come under some pr","content":"<p>GM stock is powering higher strong, even as red-hot EV pure plays like Tesla have come under some pressure in recent weeks. While hopes for blowout 2021<b>General Motors</b>' (GM) earnings and resumption of a dividend have been set back by the global chip shortage, GM continues to accelerate investment in electric and autonomous vehicles.</p><p><blockquote>尽管特斯拉等炙手可热的纯电动汽车公司最近几周面临一些压力，但通用汽车股价仍在走高。虽然希望 2021 年井喷<b>通用汽车</b>由于全球芯片短缺，通用汽车的盈利和恢复股息受到阻碍，通用汽车继续加快对电动和自动驾驶汽车的投资。</blockquote></p><p> Meanwhile, GM's corporate reinvention should continue apace, with a number of expected milestones and potential for the unexpected that could serve as catalysts for GM stock.</p><p><blockquote>与此同时，通用汽车的企业重塑应该会继续快速进行，许多预期的里程碑和意想不到的潜力可能会成为通用汽车股票的催化剂。</blockquote></p><p> GM is preparing to launch three new passenger EVs by fall. That includes the buzzworthy Hummer EV, as well as an updated Chevy Bolt and SUV version of the Bolt. By late 2021, GM will deliver its first of 500 EV600 commercial van to FedEx.</p><p><blockquote>通用汽车正准备在秋季推出三款新型乘用电动汽车。其中包括备受关注的悍马电动汽车，以及更新的雪佛兰 Bolt 和 SUV 版本的 Bolt。到 2021 年底，通用汽车将向联邦快递交付首批 500 辆 EV600 商用货车。</blockquote></p><p> More van orders, more corporate partnerships like Honda's use of the Ultium EV battery, and more revelations about the broad fleet of EVs slated for launch could provide fuel for GM stock. On April 3, during the NCAA basketball tournament, GM is set to reveal its Hummer SUV — a version of the supertruck with an enclosed cargo bed — &nbsp;and begin taking reservations. So is now a good time to buy GM stock?</p><p><blockquote>更多的货车订单、更多的企业合作伙伴关系（例如本田使用 Ultium 电动汽车电池），以及有关计划推出的广泛电动汽车车队的更多披露，可能会为通用汽车的股票提供燃料。4 月 3 日，在 NCAA 篮球锦标赛期间，通用汽车将推出其悍马 SUV（带有封闭式货舱的超级卡车版本），并开始接受预订。那么现在是购买通用汽车股票的好时机吗？</blockquote></p><p> <b>GM Stock Priced Like An Underdog</b></p><p><blockquote><b>通用汽车股价处于劣势</b></blockquote></p><p> GM says it's headed for the front of the EV pack, yet it still appears priced like an underdog.</p><p><blockquote>通用汽车表示，它正走在电动汽车的前列，但它的定价似乎仍然处于劣势。</blockquote></p><p> As of March 9, GM stock had a market cap of $85billion compared to $666 billion for<b>Tesla</b>(TSLA), despite having roughly 3.5 times Tesla's sales in the fourth quarter.</p><p><blockquote>截至 3 月 9 日，通用汽车股票的市值为 850 亿美元，而去年的市值为 6660 亿美元<b>特斯拉</b>（TSLA），尽管第四季度销量约为特斯拉的 3.5 倍。</blockquote></p><p> Yet the bulk of those GM sales are for internal-combustion-engine (ICE) vehicles. That business could be headed for the scrap heap by 2035, GM announced on Jan. 18.</p><p><blockquote>然而，通用汽车的大部分销量都是内燃机 (ICE) 汽车。通用汽车 1 月 18 日宣布，到 2035 年，该业务可能会被淘汰。</blockquote></p><p> That blockbuster news prompted Morgan Stanley analyst Adam Jonas to cut his discounted value for GM's ICE business to zero. Yet Wall Street analysts continue to gain confidence in its EV, self-driving and fuel-cell future, and that's the key to driving shareholder value. Jonas simultaneously hiked his price target for GM stock to 80 from 57 based on the increasing value of General Motors' other parts.</p><p><blockquote>这一重磅消息促使摩根士丹利分析师亚当·乔纳斯将通用汽车内燃机业务的折现价值削减至零。然而，华尔街分析师继续对其电动汽车、自动驾驶和燃料电池的未来充满信心，这是推动股东价值的关键。基于通用汽车其他零部件价值的不断增加，乔纳斯同时将通用汽车股票的目标价从 57 点上调至 80 点。</blockquote></p><p> GM's transition isn't without risk. As GM funds itself mainly through ICE profits, pure-play EV automakers, including Tesla and a host of Chinese rivals havebuilt up huge EV war chests by issuing stock. Meanwhile,<b>Toyota</b>(TM) and EV battery startup<b>QuantumScape</b>(QS) have highlighted their separate progress toward a solid-state EV battery that has potential to offer faster charging, longer distance and greater safety.</p><p><blockquote>通用汽车的转型并非没有风险。由于通用汽车主要通过 ICE 利润为自己提供资金，包括特斯拉和许多中国竞争对手在内的纯电动汽车制造商通过发行股票积累了巨额电动汽车资金。同时，<b>丰田</b>（TM）和电动汽车电池启动<b>量子景观</b>（QS）强调了他们在固态电动汽车电池方面的独立进展，该电池有可能提供更快的充电速度、更长的距离和更高的安全性。</blockquote></p><p> <b>Apple</b>(AAPL), with far greater resources, also is working toward its own EV battery breakthrough and could reportedly produce an electric, autonomous vehicle in 2024.</p><p><blockquote><b>苹果</b>(AAPL) 拥有更多资源，也在努力实现自己的电动汽车电池突破，据报道可能会在 2024 年生产出一款电动自动驾驶汽车。</blockquote></p><p> It's hard to know where GM stands in the EV hierarchy, because such big technology breakthroughs may not be ready for the production line until mid-decade or later. Meanwhile, GM also has made some head-turning claims about itsnext-generation lithium-metal EV battery.</p><p><blockquote>很难知道通用汽车在电动汽车领域的地位，因为如此重大的技术突破可能要到十年中期或更晚才能投入生产线。与此同时，通用汽车也对其下一代锂金属电动电池做出了一些令人震惊的声明。</blockquote></p><p> <b>EV Transition</b></p><p><blockquote><b>电动汽车转变</b></blockquote></p><p> On Nov. 19, GM mapped out its road to launching 30 EV models globally by 2025, while topping its prior goal of 1 million EV sales and achieving big EV battery cost-reductions and efficiency gains.</p><p><blockquote>11 月 19 日，通用汽车制定了到 2025 年在全球推出 30 款电动汽车车型的路线图，同时超额完成之前 100 万辆电动汽车销量目标，并实现电动汽车电池成本大幅降低和效率提升。</blockquote></p><p> GM's accelerated transformation will see it invest $7 billion in electric and autonomous vehicles this year and $27 billion by 2025. That could include asecond EV battery factorybuilt with partner LG Chem, which may be announced in coming months.</p><p><blockquote>通用汽车的加速转型将使其今年在电动和自动驾驶汽车上投资 70 亿美元，到 2025 年投资 270 亿美元。其中可能包括与合作伙伴 LG 化学建造的第二家电动汽车电池工厂，该工厂可能会在未来几个月内宣布。</blockquote></p><p> Barra said GM will realize $2 billion in cost efficiencies from shared engineering, manufacturing, marketing and corporate cost by maintaining an integrated strategy. That quieted Wall Street analysts who had been pushing for GM to spin off its EV business to better compete with Tesla.</p><p><blockquote>巴拉表示，通用汽车将通过保持综合战略，从共享工程、制造、营销和企业成本中实现 20 亿美元的成本效率。这让华尔街分析师安静下来，他们一直在推动通用汽车剥离电动汽车业务，以便更好地与特斯拉竞争。</blockquote></p><p> Barra also said that GM's flexible Ultium EV architecture has helped cut vehicle development time by nearly 50%. She said the launch of the Cadillac Lyriq SUV had been moved up about nine months from the date initially announced.GM will speed up the launch timing of 12 EV models, some by as much as 40 months.</p><p><blockquote>巴拉还表示，通用汽车灵活的 Ultium EV 架构已帮助将车辆开发时间缩短了近 50%。她表示，凯迪拉克 Lyriq SUV 的推出时间比最初宣布的日期提前了约 9 个月。通用汽车将加快 12 款电动汽车车型的推出时间，其中一些车型将提前多达 40 个月。</blockquote></p><p> \"We're committed to fighting for EV market share until we are number one in North America, achieving margins similar to or higher than our ICE business and exceeding our previous target of selling 1 million vehicles globally by mid-decade,\" Barra said.</p><p><blockquote>“我们致力于争夺电动汽车市场份额，直到我们成为北美第一，实现与内燃机业务相似或更高的利润率，并超过我们之前设定的到十年中期在全球销售 100 万辆汽车的目标，”巴拉说。</blockquote></p><p> <b>GM Stock Chart Technical Analysis</b></p><p><blockquote><b>通用汽车股票图表技术分析</b></blockquote></p><p> GM stock soared in October and November on the Hummer EV launch and stepped-up EV factory and production plans.</p><p><blockquote>由于悍马电动汽车的推出以及电动汽车工厂和生产计划的加强，通用汽车股价在 10 月和 11 月飙升。</blockquote></p><p> Shares subsequently pulled back on its&nbsp;dramatically scaled-back deal with Nikola. Yet GM stock twice found support at its 10-week and 50-day line. IBDSwingTradertook advantage of an early entry point, establishing a position as GM stock cleared its Dec. 23 intraday high that came on the first bounce above its 50-day line.</p><p><blockquote>随后，由于与尼古拉达成的大幅缩减交易，股价回落。然而，通用汽车股票两次在 10 周线和 50 日线找到支撑。IBDSwingTrader 利用早期进场点，在通用汽车股价突破 12 月 23 日盘中高点时建立了头寸，该高点首次反弹至 50 日线上方。</blockquote></p><p></p><p> On Jan. 12, as GM surprised Wall Street by revealing the existence of Brightdrop, its EV commercial delivery vehicle and logistics startup, GM stock broke through a more traditional 46.81buy point, 10 cents above its Nov. 24 high. General Motors stock jumped 6.2% to close at 47.81, breaking above the October 2017 all-time high of 46.76.</p><p><blockquote>1 月 12 日，通用汽车公布了其电动汽车商业送货车和物流初创公司 Brightdrop 的存在，令华尔街感到惊讶，通用汽车股价突破了更传统的 46.81 个买点，比 11 月 24 日的高点高出 10 美分。通用汽车股价上涨 6.2%，收于 47.81 点，突破 2017 年 10 月的历史高点 46.76 点。</blockquote></p><p> Meanwhile, momentum continued amid news on Jan. 19 that<b>Microsoft</b>(MSFT) had joined a new investment round in GM's&nbsp;Cruise autonomous vehicle unit.</p><p><blockquote>与此同时，1 月 19 日有消息称，势头仍在继续<b>微软</b>(MSFT) 已加入通用汽车 Cruise 自动驾驶汽车部门的新一轮投资。</blockquote></p><p> GM stock subsequently hit a new high of 57.05 on Feb. 8, overcoming its first report that a chip shortage would sideline some production.</p><p><blockquote>通用汽车股价随后在 2 月 8 日创下 57.05 的新高，克服了其首次报告称芯片短缺将导致部分生产搁置。</blockquote></p><p> While GM stock pulled back on earnings and amid broader stock market volatility, it found support at its 50-day moving average.</p><p><blockquote>尽管通用汽车股价因盈利和更广泛的股市波动而回落，但其 50 天移动平均线找到了支撑。</blockquote></p><p> On March 12, GM stock surged to 59.25, clearing 57.15 buy point, 10 cents above the Feb. 8 high. Although the base is on the short side, GM stock has been consolidating since it touched an interim high of 56.97 on Jan. 21.</p><p><blockquote>3 月 12 日，通用汽车股价飙升至 59.25，清除 57.15 个买入点，比 2 月 8 日的高点高出 10 美分。尽管基础偏空，但通用汽车股价自 1 月 21 日触及 56.97 的中期高点以来一直在盘整。</blockquote></p><p> However, GM stock is 13% above its 10-week line, so it looks a little extended from that perspective. That makes it more likely that shares could test their buy point.</p><p><blockquote>然而，通用汽车的股价比 10 周线高出 13%，因此从这个角度来看，它看起来有点拉长。这使得股票更有可能测试其买入点。</blockquote></p><p> As of March 12, GM stock sported an 86Relative Strength Rating, meaning it has outperformed 86% of all stocks over the past 12 months.</p><p><blockquote>截至 3 月 12 日，通用汽车股票的相对强度评级为 86，这意味着它在过去 12 个月中的表现优于所有股票的 86%。</blockquote></p><p> Therelative strength line, which shows how GM stock performs vs. the S&amp;P 500 index, is back to a two-plus year high.</p><p><blockquote>显示通用汽车股票相对于标普500指数表现的相对强弱线已回到两年多来的高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/06cb85c04a0f9a37a5b1d34c02be7448\" tg-width=\"809\" tg-height=\"411\"><b>General Motors Earnings And Sales Trends</b></p><p><blockquote><b>通用汽车盈利和销售趋势</b></blockquote></p><p> After a bumpy few years, thanks to a UAW strike, soft sales in China and Covid-19, General Motors earnings appeared to turn the corner in the second half of 2020, helped by sales strength and cost reductions.</p><p><blockquote>在经历了坎坷的几年后，由于 UAW 罢工、中国销售疲软和 Covid-19，在销售强劲和成本降低的帮助下，通用汽车的盈利似乎在 2020 年下半年出现了转机。</blockquote></p><p> Then, in Q4, General Motors earnings per share cruised past estimates, surging to $1.93 vs. just 5 cents per share a year ago, helped by the launch of its full-size SUV. The year-ago period was marred by the UAW strike. GM's Q4 EPS would have been even better if not for a 59-cent hit due to a Takata airbag-inflator recall.</p><p><blockquote>然后，在第四季度，得益于其全尺寸 SUV 的推出，通用汽车的每股收益超出了预期，从一年前的每股 5 美分飙升至 1.93 美元。一年前的时期因 UAW 罢工而受到损害。如果不是高田安全气囊充气机召回导致 59 美分的损失，通用汽车第四季度每股收益会更好。</blockquote></p><p> Sales remained on a roll in Q4. GM deliveries in the U.S. rose to 771,323, up 5% from a year ago. General Motors said it gained market share as the average transaction price rose to a record $41,886.</p><p><blockquote>第四季度销售额保持稳定。通用汽车在美国的交付量升至 771,323 辆，比去年同期增长 5%。通用汽车表示，随着平均交易价格升至创纪录的 41,886 美元，该公司获得了市场份额。</blockquote></p><p> Meanwhile, GM sales in China remained on the upswing for the second straight quarter, after a weak couple of years. General Motors and its Chinese joint-venture partners saw deliveries rise 14% to 954,325.</p><p><blockquote>与此同时，在经历了几年的疲软之后，通用汽车在中国的销量连续第二个季度保持增长。通用汽车及其中国合资伙伴的交付量增长了 14%，达到 954,325 辆。</blockquote></p><p> GM said it expects to earn $4.50-$5.25 per share in 2021 vs. $4.90 in 2020. The chip shortage could cut operating profit by $2 billion in 2021.</p><p><blockquote>通用汽车表示，预计 2021 年每股收益为 4.50-5.25 美元，而 2020 年为 4.90 美元。芯片短缺可能导致 2021 年营业利润减少 20 亿美元。</blockquote></p><p> <b>Brightdrop</b></p><p><blockquote><b>亮滴</b></blockquote></p><p> Brightdrop's first 500 EV600 delivery vehicles, which go 250 miles per charge, will go to<b>FedEx</b>(FDX). The global delivery giant also has tested Brightdrop's EP1 pallet electric pallet, designed to move up to 200 pounds in goods over short distances. FedEx said its drivers were able to handle 25% more packages per day in the first pilot.</p><p><blockquote>Brightdrop 的首批 500 辆 EV600 送货车每次充电可行驶 250 英里，将运往<b>联邦快递</b>（FDX）。这家全球快递巨头还测试了 Brightdrop 的 EP1 pallet 电动托盘，该托盘旨在短距离移动重达 200 磅的货物。联邦快递表示，在第一次试点中，其司机每天能够处理 25% 的包裹。</blockquote></p><p> GM said it will invest $800 million to equip one of its factories in Canada for production of the EV600 by late 2021.</p><p><blockquote>通用汽车表示，到 2021 年底，将投资 8 亿美元为其位于加拿大的一家工厂配备生产 EV600 的设备。</blockquote></p><p> GM said it sees a massive $850 billion market opportunity for parcel, food delivery and reverse logistics in the U.S. by 2025.</p><p><blockquote>通用汽车表示，到 2025 年，美国包裹、食品配送和逆向物流将迎来 8500 亿美元的巨大市场机会。</blockquote></p><p> The timing of its commercial EV rollout looks even better followingPresident Joe Biden's executive order to replace the government's fleetof 645,000 vehicles with electric vehicles.</p><p><blockquote>在乔·拜登总统发布行政命令，用电动汽车取代政府的 645,000 辆汽车车队后，其商用电动汽车推出的时机看起来更好。</blockquote></p><p> Subsequently, Merchants Fleet announced an order for 12,600 EV600 vans.</p><p><blockquote>随后，Merchants Fleet宣布订购12,600辆EV600货车。</blockquote></p><p> <b>Ford</b>(F) will also have an electric version of its popular Transit van out in late 2021.<b>Workhorse Group</b>(WKHS) and Rivian are EV delivery van plays too.</p><p><blockquote><b>福特</b>(F) 还将于 2021 年底推出其广受欢迎的 Transit 货车的电动版本。<b>工作组</b>（WKHS）和Rivian也在电动送货车领域。</blockquote></p><p> <b>GM's 'Stable Of Unicorns'</b></p><p><blockquote><b>通用汽车的“独角兽马厩”</b></blockquote></p><p> Even before the Brightdrop news, Morgan Stanley's Jonas had referred to GM as having a \"stable of unicorns.\"</p><p><blockquote>甚至在 Brightdrop 消息传出之前，摩根士丹利的乔纳斯就曾将通用汽车称为“一群独角兽”。</blockquote></p><p> In a Jan. 19 report, Jonas said that GM's EV business is worth $52 per share of GM stock, while its controlling stake in Cruise is worth $10.</p><p><blockquote>乔纳斯在 1 月 19 日的一份报告中表示，通用汽车的电动汽车业务价值每股通用汽车股票 52 美元，而其在 Cruise 的控股权价值 10 美元。</blockquote></p><p> GM's Ultium EV battery also has become something of a business in its own right. In April, GM reached a deal with<b>Honda Motor</b>(HMC) to jointly develop two Honda EVs using GM's Ultium battery. Jonas figures the Ultium battery platform is worth $10 per share.</p><p><blockquote>通用汽车的 Ultium 电动汽车电池本身也已成为一项业务。4月，通用汽车与<b>本田汽车</b>（HMC）将使用通用汽车的 Ultium 电池联合开发两款本田电动汽车。Jonas 估计 Ultium 电池平台每股价值 10 美元。</blockquote></p><p> GM's OnStar communications and security system, which has announced a move into the insurance business, and its Super Cruise driver assistance technology, offer opportunities to grow a monthly recurring revenue stream. Jonas valued GM's connected services at $16 per share.</p><p><blockquote>通用汽车的 OnStar 通信和安全系统已宣布进军保险业务，其 Super Cruise 驾驶员辅助技术为增加每月经常性收入流提供了机会。乔纳斯对通用汽车互联服务的估值为每股 16 美元。</blockquote></p><p> He also attached per-share valuations to GM's China joint ventures ($5), the Corvette brand ($5) and GM Financial ($7).</p><p><blockquote>他还附上了通用汽车中国合资企业（5美元）、克尔维特品牌（5美元）和通用汽车金融（7美元）的每股估值。</blockquote></p><p> He derived the 80 price target for GM stock by subtracting net debt, pension liability and a 20% sum-of-the-parts discount.</p><p><blockquote>他通过减去净债务、养老金负债和 20% 的部分折扣得出了通用汽车股票 80 的目标价。</blockquote></p><p></p><p> Jonas didn't specify any valuation for other ventures, including GM's Hydrotec fuel-cell business. The week after his report, GM announced a deal with<b>Navistar</b>(NAV) to supply fuel cells for long-haul trucks. Trucking firm<b>J.B. Hunt</b>(JBHT) will be Navistar's first customer in a pilot program, with tests set to begin by end of 2022.</p><p><blockquote>乔纳斯没有具体说明其他合资企业的任何估值，包括通用汽车的 Hydrotec 燃料电池业务。报告发表后一周，通用汽车宣布与<b>纳威司达</b>（NAV）为长途卡车供应燃料电池。卡车运输公司<b>J.B追捕</b>(JBHT) 将成为 Navistar 试点计划的第一个客户，测试将于 2022 年底开始。</blockquote></p><p> That followed GM's scaled-back deal to supply fuel cells to<b>Nikola</b>(NKLA). However, prospects remain clouded by Nikola's reputational hit as its founder left the company amid allegations of being a huckster and worse.</p><p><blockquote>此前，通用汽车缩减了向……供应燃料电池的协议<b>尼古拉</b>（NKLA）。然而，尼古拉的声誉受损仍然给前景蒙上了阴影，因为其创始人因被指控为小贩甚至更糟糕的事情而离开了公司。</blockquote></p><p> In June, GM Defense unit won a $214-million contract — its first win — to build Infantry Squad Vehicles for the U.S. Army based on the Chevrolet Colorado ZR2 midsize truck architecture.</p><p><blockquote>6 月，通用汽车防务部门赢得了一份价值 2.14 亿美元的合同，这是其首次赢得合同，为美国制造步兵班车。陆军基于雪佛兰科罗拉多ZR2中型卡车架构。</blockquote></p><p> <b>Hummer EV Buzz</b></p><p><blockquote><b>悍马电动汽车嗡嗡声</b></blockquote></p><p> GM unveiled the Hummer EV truck during the World Series, touting \"maneuverability and traction unlike anything GM has ever offered.\" The Hummer's CrabWalk mode, allowing it to move diagonally to get through tight off-road spots, quickly went viral.</p><p><blockquote>通用汽车在世界系列赛期间推出了悍马电动卡车，并宣传“通用汽车从未提供过的任何产品的机动性和牵引力”。悍马的 CrabWalk 模式允许其斜向移动以通过狭窄的越野路段，很快就像病毒一样传播开来。</blockquote></p><p> The Hummer EV, which will take on the Tesla Cybertruck, is due out this fall. GM says the Hummer EV can reach 450 miles on a full charge and 60 miles per hour in three seconds. The Hummer also will take on upcoming electric trucks from<b>Ford</b>(F) and<b>Amazon</b>(AMZN)-backed Rivian.</p><p><blockquote>悍马电动汽车将与特斯拉 Cybertruck 展开竞争，预计将于今年秋季推出。通用汽车表示，悍马电动汽车充满电后可行驶 450 英里，每小时可行驶 60 英里。悍马还将与即将推出的电动卡车竞争<b>福特</b>(F)和<b>亚马逊</b>（AMZN）支持的Rivian。</blockquote></p><p> The Rivian RT1 is expected to be released before the GM Hummer, but theTesla Cybertruck will likely not be out until 2022.</p><p><blockquote>Rivian RT1 预计将在通用汽车悍马之前发布，但特斯拉 Cybertruck 可能要到 2022 年才会发布。</blockquote></p><p> Prices for the initial Hummer EV version start at $112,595. General Motors said all available reservations for the Hummer EV sold out within 10 minutes. GM reportedly received 10,000 preorders and is considering boosting production plans.</p><p><blockquote>最初的悍马电动汽车版本起价为 112,595 美元。通用汽车表示，悍马电动汽车的所有预订在 10 分钟内就售罄了。据报道，通用汽车已收到 10,000 份预订单，并正在考虑增加生产计划。</blockquote></p><p> GM plans cheaper Hummer EV versions in future years. AutoNews reported that GM may start production of the Hummer SUV in early 2023 with targeted annual output of 50,000 vehicles per year.</p><p><blockquote>通用汽车计划在未来几年推出更便宜的悍马电动汽车版本。据《汽车新闻》报道，通用汽车可能会在2023年初开始生产悍马SUV，目标年产量为5万辆。</blockquote></p><p> <b>General Motors' Ultium Battery Future</b></p><p><blockquote><b>通用汽车的终极电池未来</b></blockquote></p><p> GM had a puzzle to solve: How could it compete broadly in the still relatively small EV market, en route to an all-electric future, without frittering away its financial strength? The answer came with the March 4 unveiling of its Ultium battery and flexible platform.</p><p><blockquote>通用汽车面临着一个难题需要解决：它如何在通往全电动未来的道路上，在仍然相对较小的电动汽车市场上广泛竞争，同时又不浪费其财务实力？3 月 4 日推出的 Ultium 电池和灵活平台给出了答案。</blockquote></p><p> The Ultium stands apart for its ability to be stacked either vertically or horizontally in the battery pack, to optimize the layout of each vehicle. The biggest stack is said to have the power to reach 450 miles on a full charge. The platform can accommodate a wide range of trucks, SUVs and cars.</p><p><blockquote>Ultium的与众不同之处在于它能够在电池组中垂直或水平堆叠，以优化每辆车的布局。据说最大的电堆充满电后可行驶 450 英里。该平台可以容纳各种卡车、SUV和轿车。</blockquote></p><p> The first generation of GM's coming EV lineup \"will be profitable,\" the company said.&nbsp;Since then, GM has detailed a much more complete vision of its EV future.</p><p><blockquote>该公司表示，通用汽车即将推出的电动汽车系列的第一代“将有利可图”。从那时起，通用汽车详细阐述了其电动汽车未来的更完整愿景。</blockquote></p><p> In September, GM unveiled its strategy to produce electric drive systems that are designed in-house to deliver cost and performance benefits. The five drive units and three motors will offer the power and versatility to work with the full range of some 20 different EVs it plans to produce by 2023.</p><p><blockquote>9 月，通用汽车公布了其生产内部设计的电力驱动系统的战略，以提供成本和性能优势。五个驱动单元和三个电机将提供动力和多功能性，以配合其计划到 2023 年生产的约 20 种不同电动汽车的全系列。</blockquote></p><p> Ultium Drive systems will be more responsive than current models, using \"precision torque control\" for smooth performance, GM said. The Honda deal created a partnership model that GM hopes will entice other rivals. Barra said that supplying GM technology to rival automakers would build \"scale to lower battery and fuel cell costs and increase profitability.\"</p><p><blockquote>通用汽车表示，Ultium 驱动系统将比当前型号反应更灵敏，采用“精确扭矩控制”实现平稳性能。本田的交易创造了一种合作模式，通用汽车希望这种模式能够吸引其他竞争对手。巴拉表示，向竞争对手汽车制造商提供通用汽车技术将扩大“规模，以降低电池和燃料电池成本并提高盈利能力”。</blockquote></p><p> Now GM is highlighting progress in testing its next-generation Ultium battery chemistry. \"We believe we are on the battery-cost frontier today and we intend to set the pace for the future,\" said GM product development chief Doug Parks.</p><p><blockquote>现在，通用汽车正在强调测试其下一代 Ultium 电池化学成分方面的进展。通用汽车产品开发主管道格·帕克斯 (Doug Parks) 表示：“我们相信我们今天正处于电池成本的前沿，我们打算为未来设定步伐。”</blockquote></p><p> <b>GM Cruise Vs. Tesla And Alphabet Waymo</b></p><p><blockquote><b>通用汽车 Cruise 与特斯拉和Alphabet Waymo</b></blockquote></p><p> On Jan. 19, GM announced a partnership with Microsoft to accelerate the commercialization of self-driving vehicles. Microsoft joined in a $2-billion funding round for Cruise, along with GM, Honda and institutional investors.</p><p><blockquote>1月19日，通用汽车宣布与微软合作，加速自动驾驶汽车的商业化。微软与通用汽车、本田和机构投资者一起参与了 Cruise 的 20 亿美元融资。</blockquote></p><p> The investment gave Cruise an implied $30 billion valuation, up from $19 billion in May 2019. GM's stake is now worth $19 billion, up from $11.9 billion, JP Morgan analyst Ryan Brinkman figures.</p><p><blockquote>这项投资使 Cruise 的隐含估值为 300 亿美元，高于 2019 年 5 月的 190 亿美元。摩根大通分析师瑞安·布林克曼 (Ryan Brinkman) 表示，通用汽车的股份目前价值 190 亿美元，高于 119 亿美元。</blockquote></p><p> In November, Cruise began testing five driverless cars in parts of San Francisco. Initial results appear positive. On Feb. 9, Cruise President Kyle Vogt tweeted that Cruise covered 200,000 miles in California in Q4 without a safety driver once disengaging self-driving features.</p><p><blockquote>11 月，Cruise 开始在旧金山部分地区测试五辆无人驾驶汽车。初步结果似乎是积极的。2 月 9 日，Cruise 总裁凯尔·沃格特 (Kyle Vogt) 在推特上表示，Cruise 第四季度在加利福尼亚州行驶了 20 万英里，但没有安全司机一旦脱离自动驾驶功能。</blockquote></p><p> Cruise's commercial launch is \"not years away,\" Barra assured on the Q4 earnings call.</p><p><blockquote>巴拉在第四季度财报看涨期权上保证，Cruise 的商业推出“不会再过几年”。</blockquote></p><p> On Nov. 10,<b>Walmart</b>(WMT) announced a pilot test with Cruise in Scottsdale, Ariz., allowing contactless customer deliveries.</p><p><blockquote>11月10日，<b>沃尔玛</b>（WMT）宣布在亚利桑那州斯科茨代尔与Cruise进行试点测试，允许非接触式客户交付。</blockquote></p><p> In January 2020, GM unveiled its six-passenger Cruise Origin EV with no steering wheel.</p><p><blockquote>2020 年 1 月，通用汽车推出了不带方向盘的六座 Cruise Origin EV。</blockquote></p><p> Apple,<b>Alphabet</b>(GOOGL)-unit Waymo,&nbsp;<b>Uber</b>(UBER),<b>Ford</b>(F) and Tesla are among a large field of well-funded competitors in the autonomous-vehicle market.</p><p><blockquote>苹果,<b>Alphabet</b>（GOOGL）-Waymo部门，<b>优步</b>（优步），<b>福特</b>(F)和特斯拉是自动驾驶汽车市场中资金充足的竞争对手的一个大领域。</blockquote></p><p> GM bought Cruise Automation for $1.1 billion in 2016. In 2018, Honda agreed to put up $2 billion more over 12 years.</p><p><blockquote>通用汽车于 2016 年以 11 亿美元收购了 Cruise Automation。2018年，本田同意在12年内再投入20亿美元。</blockquote></p><p></p><p> Tesla, meanwhile, has released a new Full Self Driving beta version to select drivers. But despite the name, Tesla FSD is still a Level 2, hands-on system, while Cruise and Waymo are Level 4.</p><p><blockquote>与此同时，特斯拉发布了新的全自动驾驶测试版来选择驾驶员。但尽管有这个名字，特斯拉FSD仍然是2级动手系统，而Cruise和Waymo是4级。</blockquote></p><p> <b>Is GM Stock A Buy?</b></p><p><blockquote><b>通用汽车股票值得买入吗？</b></blockquote></p><p> The technical picture for GM stock has improved dramatically. Its 89IBD Composite Ratingisn't far behind Tesla's 94 rating. IBD research shows that all-time stock winners often have a Composite Rating of at least 95 near the start of big runs.</p><p><blockquote>通用汽车股票的技术状况已显着改善。其 89IBD 综合评级与特斯拉的 94 评级相差不远。IBD 研究表明，有史以来股票赢家在大涨开始时的综合评级通常至少为 95。</blockquote></p><p> Still, fundamental metrics don't tell the full story. The Covid hit to earnings, a restructuring and strike are all in the rearview mirror. The chip shortage curtailing production should clear up later in 2021, but GM's traditional business faces a long-term decline. The biggest unknown is how well GM will be able to keep pace with Tesla, which aims to drive down the price of its EVs to $25,000 in three years, and others on the cutting edge of EV battery development — including Apple.</p><p><blockquote>尽管如此，基本指标并不能说明全部情况。新冠疫情对盈利的打击、重组和罢工都已成为过去。削减产量的芯片短缺问题应该会在2021年晚些时候得到解决，但通用汽车的传统业务面临长期下滑。最大的未知数是通用汽车将如何跟上特斯拉（其目标是在三年内将其电动汽车的价格降至 25,000 美元）以及其他处于电动汽车电池开发前沿的公司（包括苹果）的步伐。</blockquote></p><p> Investors should be aware that GM stock is a hybrid play, depending on profits from gas-burning SUVs today to pave the way to an EV future. Undoubtedly, there is lots of execution risk and uncertainty, but GM appears to be executing quite well, and Wall Street sees plenty of promise developing. If analysts see GM as a \"stable of unicorns\" with high-growth potential, they could begin to use a more flattering lens for valuing future earnings.</p><p><blockquote>投资者应该意识到，通用汽车的股票是一种混合股票，依赖于当今燃气 SUV 的利润来为电动汽车的未来铺平道路。毫无疑问，执行风险和不确定性很大，但通用汽车似乎执行得相当不错，华尔街看到了很多前景。如果分析师将通用汽车视为具有高增长潜力的“稳定的独角兽”，他们可能会开始使用更讨人喜欢的视角来评估未来的收益。</blockquote></p><p> <b>Bottom line:</b>GM stock is in a buy zone, though it is also significantly above its 10-week line. Strong technical action, improving fundamentals and a brighter EV future all suggest General Motors stock is worth considering.</p><p><blockquote><b>底线：</b>通用汽车股票处于买入区域，尽管它也显着高于 10 周线。强劲的技术行动、改善的基本面和更光明的电动汽车未来都表明通用汽车股票值得考虑。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is GM Stock A Buy? General Motors Makes Bullish Move As Tesla Struggles<blockquote>通用汽车股票值得买入吗？特斯拉陷入困境，通用汽车采取看涨举措</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\">\nIs GM Stock A Buy? General Motors Makes Bullish Move As Tesla Struggles<blockquote>通用汽车股票值得买入吗？特斯拉陷入困境，通用汽车采取看涨举措</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-03-15 21:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GM stock is powering higher strong, even as red-hot EV pure plays like Tesla have come under some pressure in recent weeks. While hopes for blowout 2021<b>General Motors</b>' (GM) earnings and resumption of a dividend have been set back by the global chip shortage, GM continues to accelerate investment in electric and autonomous vehicles.</p><p><blockquote>尽管特斯拉等炙手可热的纯电动汽车公司最近几周面临一些压力，但通用汽车股价仍在走高。虽然希望 2021 年井喷<b>通用汽车</b>由于全球芯片短缺，通用汽车的盈利和恢复股息受到阻碍，通用汽车继续加快对电动和自动驾驶汽车的投资。</blockquote></p><p> Meanwhile, GM's corporate reinvention should continue apace, with a number of expected milestones and potential for the unexpected that could serve as catalysts for GM stock.</p><p><blockquote>与此同时，通用汽车的企业重塑应该会继续快速进行，许多预期的里程碑和意想不到的潜力可能会成为通用汽车股票的催化剂。</blockquote></p><p> GM is preparing to launch three new passenger EVs by fall. That includes the buzzworthy Hummer EV, as well as an updated Chevy Bolt and SUV version of the Bolt. By late 2021, GM will deliver its first of 500 EV600 commercial van to FedEx.</p><p><blockquote>通用汽车正准备在秋季推出三款新型乘用电动汽车。其中包括备受关注的悍马电动汽车，以及更新的雪佛兰 Bolt 和 SUV 版本的 Bolt。到 2021 年底，通用汽车将向联邦快递交付首批 500 辆 EV600 商用货车。</blockquote></p><p> More van orders, more corporate partnerships like Honda's use of the Ultium EV battery, and more revelations about the broad fleet of EVs slated for launch could provide fuel for GM stock. On April 3, during the NCAA basketball tournament, GM is set to reveal its Hummer SUV — a version of the supertruck with an enclosed cargo bed — &nbsp;and begin taking reservations. So is now a good time to buy GM stock?</p><p><blockquote>更多的货车订单、更多的企业合作伙伴关系（例如本田使用 Ultium 电动汽车电池），以及有关计划推出的广泛电动汽车车队的更多披露，可能会为通用汽车的股票提供燃料。4 月 3 日，在 NCAA 篮球锦标赛期间，通用汽车将推出其悍马 SUV（带有封闭式货舱的超级卡车版本），并开始接受预订。那么现在是购买通用汽车股票的好时机吗？</blockquote></p><p> <b>GM Stock Priced Like An Underdog</b></p><p><blockquote><b>通用汽车股价处于劣势</b></blockquote></p><p> GM says it's headed for the front of the EV pack, yet it still appears priced like an underdog.</p><p><blockquote>通用汽车表示，它正走在电动汽车的前列，但它的定价似乎仍然处于劣势。</blockquote></p><p> As of March 9, GM stock had a market cap of $85billion compared to $666 billion for<b>Tesla</b>(TSLA), despite having roughly 3.5 times Tesla's sales in the fourth quarter.</p><p><blockquote>截至 3 月 9 日，通用汽车股票的市值为 850 亿美元，而去年的市值为 6660 亿美元<b>特斯拉</b>（TSLA），尽管第四季度销量约为特斯拉的 3.5 倍。</blockquote></p><p> Yet the bulk of those GM sales are for internal-combustion-engine (ICE) vehicles. That business could be headed for the scrap heap by 2035, GM announced on Jan. 18.</p><p><blockquote>然而，通用汽车的大部分销量都是内燃机 (ICE) 汽车。通用汽车 1 月 18 日宣布，到 2035 年，该业务可能会被淘汰。</blockquote></p><p> That blockbuster news prompted Morgan Stanley analyst Adam Jonas to cut his discounted value for GM's ICE business to zero. Yet Wall Street analysts continue to gain confidence in its EV, self-driving and fuel-cell future, and that's the key to driving shareholder value. Jonas simultaneously hiked his price target for GM stock to 80 from 57 based on the increasing value of General Motors' other parts.</p><p><blockquote>这一重磅消息促使摩根士丹利分析师亚当·乔纳斯将通用汽车内燃机业务的折现价值削减至零。然而，华尔街分析师继续对其电动汽车、自动驾驶和燃料电池的未来充满信心，这是推动股东价值的关键。基于通用汽车其他零部件价值的不断增加，乔纳斯同时将通用汽车股票的目标价从 57 点上调至 80 点。</blockquote></p><p> GM's transition isn't without risk. As GM funds itself mainly through ICE profits, pure-play EV automakers, including Tesla and a host of Chinese rivals havebuilt up huge EV war chests by issuing stock. Meanwhile,<b>Toyota</b>(TM) and EV battery startup<b>QuantumScape</b>(QS) have highlighted their separate progress toward a solid-state EV battery that has potential to offer faster charging, longer distance and greater safety.</p><p><blockquote>通用汽车的转型并非没有风险。由于通用汽车主要通过 ICE 利润为自己提供资金，包括特斯拉和许多中国竞争对手在内的纯电动汽车制造商通过发行股票积累了巨额电动汽车资金。同时，<b>丰田</b>（TM）和电动汽车电池启动<b>量子景观</b>（QS）强调了他们在固态电动汽车电池方面的独立进展，该电池有可能提供更快的充电速度、更长的距离和更高的安全性。</blockquote></p><p> <b>Apple</b>(AAPL), with far greater resources, also is working toward its own EV battery breakthrough and could reportedly produce an electric, autonomous vehicle in 2024.</p><p><blockquote><b>苹果</b>(AAPL) 拥有更多资源，也在努力实现自己的电动汽车电池突破，据报道可能会在 2024 年生产出一款电动自动驾驶汽车。</blockquote></p><p> It's hard to know where GM stands in the EV hierarchy, because such big technology breakthroughs may not be ready for the production line until mid-decade or later. Meanwhile, GM also has made some head-turning claims about itsnext-generation lithium-metal EV battery.</p><p><blockquote>很难知道通用汽车在电动汽车领域的地位，因为如此重大的技术突破可能要到十年中期或更晚才能投入生产线。与此同时，通用汽车也对其下一代锂金属电动电池做出了一些令人震惊的声明。</blockquote></p><p> <b>EV Transition</b></p><p><blockquote><b>电动汽车转变</b></blockquote></p><p> On Nov. 19, GM mapped out its road to launching 30 EV models globally by 2025, while topping its prior goal of 1 million EV sales and achieving big EV battery cost-reductions and efficiency gains.</p><p><blockquote>11 月 19 日，通用汽车制定了到 2025 年在全球推出 30 款电动汽车车型的路线图，同时超额完成之前 100 万辆电动汽车销量目标，并实现电动汽车电池成本大幅降低和效率提升。</blockquote></p><p> GM's accelerated transformation will see it invest $7 billion in electric and autonomous vehicles this year and $27 billion by 2025. That could include asecond EV battery factorybuilt with partner LG Chem, which may be announced in coming months.</p><p><blockquote>通用汽车的加速转型将使其今年在电动和自动驾驶汽车上投资 70 亿美元，到 2025 年投资 270 亿美元。其中可能包括与合作伙伴 LG 化学建造的第二家电动汽车电池工厂，该工厂可能会在未来几个月内宣布。</blockquote></p><p> Barra said GM will realize $2 billion in cost efficiencies from shared engineering, manufacturing, marketing and corporate cost by maintaining an integrated strategy. That quieted Wall Street analysts who had been pushing for GM to spin off its EV business to better compete with Tesla.</p><p><blockquote>巴拉表示，通用汽车将通过保持综合战略，从共享工程、制造、营销和企业成本中实现 20 亿美元的成本效率。这让华尔街分析师安静下来，他们一直在推动通用汽车剥离电动汽车业务，以便更好地与特斯拉竞争。</blockquote></p><p> Barra also said that GM's flexible Ultium EV architecture has helped cut vehicle development time by nearly 50%. She said the launch of the Cadillac Lyriq SUV had been moved up about nine months from the date initially announced.GM will speed up the launch timing of 12 EV models, some by as much as 40 months.</p><p><blockquote>巴拉还表示，通用汽车灵活的 Ultium EV 架构已帮助将车辆开发时间缩短了近 50%。她表示，凯迪拉克 Lyriq SUV 的推出时间比最初宣布的日期提前了约 9 个月。通用汽车将加快 12 款电动汽车车型的推出时间，其中一些车型将提前多达 40 个月。</blockquote></p><p> \"We're committed to fighting for EV market share until we are number one in North America, achieving margins similar to or higher than our ICE business and exceeding our previous target of selling 1 million vehicles globally by mid-decade,\" Barra said.</p><p><blockquote>“我们致力于争夺电动汽车市场份额，直到我们成为北美第一，实现与内燃机业务相似或更高的利润率，并超过我们之前设定的到十年中期在全球销售 100 万辆汽车的目标，”巴拉说。</blockquote></p><p> <b>GM Stock Chart Technical Analysis</b></p><p><blockquote><b>通用汽车股票图表技术分析</b></blockquote></p><p> GM stock soared in October and November on the Hummer EV launch and stepped-up EV factory and production plans.</p><p><blockquote>由于悍马电动汽车的推出以及电动汽车工厂和生产计划的加强，通用汽车股价在 10 月和 11 月飙升。</blockquote></p><p> Shares subsequently pulled back on its&nbsp;dramatically scaled-back deal with Nikola. Yet GM stock twice found support at its 10-week and 50-day line. IBDSwingTradertook advantage of an early entry point, establishing a position as GM stock cleared its Dec. 23 intraday high that came on the first bounce above its 50-day line.</p><p><blockquote>随后，由于与尼古拉达成的大幅缩减交易，股价回落。然而，通用汽车股票两次在 10 周线和 50 日线找到支撑。IBDSwingTrader 利用早期进场点，在通用汽车股价突破 12 月 23 日盘中高点时建立了头寸，该高点首次反弹至 50 日线上方。</blockquote></p><p></p><p> On Jan. 12, as GM surprised Wall Street by revealing the existence of Brightdrop, its EV commercial delivery vehicle and logistics startup, GM stock broke through a more traditional 46.81buy point, 10 cents above its Nov. 24 high. General Motors stock jumped 6.2% to close at 47.81, breaking above the October 2017 all-time high of 46.76.</p><p><blockquote>1 月 12 日，通用汽车公布了其电动汽车商业送货车和物流初创公司 Brightdrop 的存在，令华尔街感到惊讶，通用汽车股价突破了更传统的 46.81 个买点，比 11 月 24 日的高点高出 10 美分。通用汽车股价上涨 6.2%，收于 47.81 点，突破 2017 年 10 月的历史高点 46.76 点。</blockquote></p><p> Meanwhile, momentum continued amid news on Jan. 19 that<b>Microsoft</b>(MSFT) had joined a new investment round in GM's&nbsp;Cruise autonomous vehicle unit.</p><p><blockquote>与此同时，1 月 19 日有消息称，势头仍在继续<b>微软</b>(MSFT) 已加入通用汽车 Cruise 自动驾驶汽车部门的新一轮投资。</blockquote></p><p> GM stock subsequently hit a new high of 57.05 on Feb. 8, overcoming its first report that a chip shortage would sideline some production.</p><p><blockquote>通用汽车股价随后在 2 月 8 日创下 57.05 的新高，克服了其首次报告称芯片短缺将导致部分生产搁置。</blockquote></p><p> While GM stock pulled back on earnings and amid broader stock market volatility, it found support at its 50-day moving average.</p><p><blockquote>尽管通用汽车股价因盈利和更广泛的股市波动而回落，但其 50 天移动平均线找到了支撑。</blockquote></p><p> On March 12, GM stock surged to 59.25, clearing 57.15 buy point, 10 cents above the Feb. 8 high. Although the base is on the short side, GM stock has been consolidating since it touched an interim high of 56.97 on Jan. 21.</p><p><blockquote>3 月 12 日，通用汽车股价飙升至 59.25，清除 57.15 个买入点，比 2 月 8 日的高点高出 10 美分。尽管基础偏空，但通用汽车股价自 1 月 21 日触及 56.97 的中期高点以来一直在盘整。</blockquote></p><p> However, GM stock is 13% above its 10-week line, so it looks a little extended from that perspective. That makes it more likely that shares could test their buy point.</p><p><blockquote>然而，通用汽车的股价比 10 周线高出 13%，因此从这个角度来看，它看起来有点拉长。这使得股票更有可能测试其买入点。</blockquote></p><p> As of March 12, GM stock sported an 86Relative Strength Rating, meaning it has outperformed 86% of all stocks over the past 12 months.</p><p><blockquote>截至 3 月 12 日，通用汽车股票的相对强度评级为 86，这意味着它在过去 12 个月中的表现优于所有股票的 86%。</blockquote></p><p> Therelative strength line, which shows how GM stock performs vs. the S&amp;P 500 index, is back to a two-plus year high.</p><p><blockquote>显示通用汽车股票相对于标普500指数表现的相对强弱线已回到两年多来的高点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/06cb85c04a0f9a37a5b1d34c02be7448\" tg-width=\"809\" tg-height=\"411\"><b>General Motors Earnings And Sales Trends</b></p><p><blockquote><b>通用汽车盈利和销售趋势</b></blockquote></p><p> After a bumpy few years, thanks to a UAW strike, soft sales in China and Covid-19, General Motors earnings appeared to turn the corner in the second half of 2020, helped by sales strength and cost reductions.</p><p><blockquote>在经历了坎坷的几年后，由于 UAW 罢工、中国销售疲软和 Covid-19，在销售强劲和成本降低的帮助下，通用汽车的盈利似乎在 2020 年下半年出现了转机。</blockquote></p><p> Then, in Q4, General Motors earnings per share cruised past estimates, surging to $1.93 vs. just 5 cents per share a year ago, helped by the launch of its full-size SUV. The year-ago period was marred by the UAW strike. GM's Q4 EPS would have been even better if not for a 59-cent hit due to a Takata airbag-inflator recall.</p><p><blockquote>然后，在第四季度，得益于其全尺寸 SUV 的推出，通用汽车的每股收益超出了预期，从一年前的每股 5 美分飙升至 1.93 美元。一年前的时期因 UAW 罢工而受到损害。如果不是高田安全气囊充气机召回导致 59 美分的损失，通用汽车第四季度每股收益会更好。</blockquote></p><p> Sales remained on a roll in Q4. GM deliveries in the U.S. rose to 771,323, up 5% from a year ago. General Motors said it gained market share as the average transaction price rose to a record $41,886.</p><p><blockquote>第四季度销售额保持稳定。通用汽车在美国的交付量升至 771,323 辆，比去年同期增长 5%。通用汽车表示，随着平均交易价格升至创纪录的 41,886 美元，该公司获得了市场份额。</blockquote></p><p> Meanwhile, GM sales in China remained on the upswing for the second straight quarter, after a weak couple of years. General Motors and its Chinese joint-venture partners saw deliveries rise 14% to 954,325.</p><p><blockquote>与此同时，在经历了几年的疲软之后，通用汽车在中国的销量连续第二个季度保持增长。通用汽车及其中国合资伙伴的交付量增长了 14%，达到 954,325 辆。</blockquote></p><p> GM said it expects to earn $4.50-$5.25 per share in 2021 vs. $4.90 in 2020. The chip shortage could cut operating profit by $2 billion in 2021.</p><p><blockquote>通用汽车表示，预计 2021 年每股收益为 4.50-5.25 美元，而 2020 年为 4.90 美元。芯片短缺可能导致 2021 年营业利润减少 20 亿美元。</blockquote></p><p> <b>Brightdrop</b></p><p><blockquote><b>亮滴</b></blockquote></p><p> Brightdrop's first 500 EV600 delivery vehicles, which go 250 miles per charge, will go to<b>FedEx</b>(FDX). The global delivery giant also has tested Brightdrop's EP1 pallet electric pallet, designed to move up to 200 pounds in goods over short distances. FedEx said its drivers were able to handle 25% more packages per day in the first pilot.</p><p><blockquote>Brightdrop 的首批 500 辆 EV600 送货车每次充电可行驶 250 英里，将运往<b>联邦快递</b>（FDX）。这家全球快递巨头还测试了 Brightdrop 的 EP1 pallet 电动托盘，该托盘旨在短距离移动重达 200 磅的货物。联邦快递表示，在第一次试点中，其司机每天能够处理 25% 的包裹。</blockquote></p><p> GM said it will invest $800 million to equip one of its factories in Canada for production of the EV600 by late 2021.</p><p><blockquote>通用汽车表示，到 2021 年底，将投资 8 亿美元为其位于加拿大的一家工厂配备生产 EV600 的设备。</blockquote></p><p> GM said it sees a massive $850 billion market opportunity for parcel, food delivery and reverse logistics in the U.S. by 2025.</p><p><blockquote>通用汽车表示，到 2025 年，美国包裹、食品配送和逆向物流将迎来 8500 亿美元的巨大市场机会。</blockquote></p><p> The timing of its commercial EV rollout looks even better followingPresident Joe Biden's executive order to replace the government's fleetof 645,000 vehicles with electric vehicles.</p><p><blockquote>在乔·拜登总统发布行政命令，用电动汽车取代政府的 645,000 辆汽车车队后，其商用电动汽车推出的时机看起来更好。</blockquote></p><p> Subsequently, Merchants Fleet announced an order for 12,600 EV600 vans.</p><p><blockquote>随后，Merchants Fleet宣布订购12,600辆EV600货车。</blockquote></p><p> <b>Ford</b>(F) will also have an electric version of its popular Transit van out in late 2021.<b>Workhorse Group</b>(WKHS) and Rivian are EV delivery van plays too.</p><p><blockquote><b>福特</b>(F) 还将于 2021 年底推出其广受欢迎的 Transit 货车的电动版本。<b>工作组</b>（WKHS）和Rivian也在电动送货车领域。</blockquote></p><p> <b>GM's 'Stable Of Unicorns'</b></p><p><blockquote><b>通用汽车的“独角兽马厩”</b></blockquote></p><p> Even before the Brightdrop news, Morgan Stanley's Jonas had referred to GM as having a \"stable of unicorns.\"</p><p><blockquote>甚至在 Brightdrop 消息传出之前，摩根士丹利的乔纳斯就曾将通用汽车称为“一群独角兽”。</blockquote></p><p> In a Jan. 19 report, Jonas said that GM's EV business is worth $52 per share of GM stock, while its controlling stake in Cruise is worth $10.</p><p><blockquote>乔纳斯在 1 月 19 日的一份报告中表示，通用汽车的电动汽车业务价值每股通用汽车股票 52 美元，而其在 Cruise 的控股权价值 10 美元。</blockquote></p><p> GM's Ultium EV battery also has become something of a business in its own right. In April, GM reached a deal with<b>Honda Motor</b>(HMC) to jointly develop two Honda EVs using GM's Ultium battery. Jonas figures the Ultium battery platform is worth $10 per share.</p><p><blockquote>通用汽车的 Ultium 电动汽车电池本身也已成为一项业务。4月，通用汽车与<b>本田汽车</b>（HMC）将使用通用汽车的 Ultium 电池联合开发两款本田电动汽车。Jonas 估计 Ultium 电池平台每股价值 10 美元。</blockquote></p><p> GM's OnStar communications and security system, which has announced a move into the insurance business, and its Super Cruise driver assistance technology, offer opportunities to grow a monthly recurring revenue stream. Jonas valued GM's connected services at $16 per share.</p><p><blockquote>通用汽车的 OnStar 通信和安全系统已宣布进军保险业务，其 Super Cruise 驾驶员辅助技术为增加每月经常性收入流提供了机会。乔纳斯对通用汽车互联服务的估值为每股 16 美元。</blockquote></p><p> He also attached per-share valuations to GM's China joint ventures ($5), the Corvette brand ($5) and GM Financial ($7).</p><p><blockquote>他还附上了通用汽车中国合资企业（5美元）、克尔维特品牌（5美元）和通用汽车金融（7美元）的每股估值。</blockquote></p><p> He derived the 80 price target for GM stock by subtracting net debt, pension liability and a 20% sum-of-the-parts discount.</p><p><blockquote>他通过减去净债务、养老金负债和 20% 的部分折扣得出了通用汽车股票 80 的目标价。</blockquote></p><p></p><p> Jonas didn't specify any valuation for other ventures, including GM's Hydrotec fuel-cell business. The week after his report, GM announced a deal with<b>Navistar</b>(NAV) to supply fuel cells for long-haul trucks. Trucking firm<b>J.B. Hunt</b>(JBHT) will be Navistar's first customer in a pilot program, with tests set to begin by end of 2022.</p><p><blockquote>乔纳斯没有具体说明其他合资企业的任何估值，包括通用汽车的 Hydrotec 燃料电池业务。报告发表后一周，通用汽车宣布与<b>纳威司达</b>（NAV）为长途卡车供应燃料电池。卡车运输公司<b>J.B追捕</b>(JBHT) 将成为 Navistar 试点计划的第一个客户，测试将于 2022 年底开始。</blockquote></p><p> That followed GM's scaled-back deal to supply fuel cells to<b>Nikola</b>(NKLA). However, prospects remain clouded by Nikola's reputational hit as its founder left the company amid allegations of being a huckster and worse.</p><p><blockquote>此前，通用汽车缩减了向……供应燃料电池的协议<b>尼古拉</b>（NKLA）。然而，尼古拉的声誉受损仍然给前景蒙上了阴影，因为其创始人因被指控为小贩甚至更糟糕的事情而离开了公司。</blockquote></p><p> In June, GM Defense unit won a $214-million contract — its first win — to build Infantry Squad Vehicles for the U.S. Army based on the Chevrolet Colorado ZR2 midsize truck architecture.</p><p><blockquote>6 月，通用汽车防务部门赢得了一份价值 2.14 亿美元的合同，这是其首次赢得合同，为美国制造步兵班车。陆军基于雪佛兰科罗拉多ZR2中型卡车架构。</blockquote></p><p> <b>Hummer EV Buzz</b></p><p><blockquote><b>悍马电动汽车嗡嗡声</b></blockquote></p><p> GM unveiled the Hummer EV truck during the World Series, touting \"maneuverability and traction unlike anything GM has ever offered.\" The Hummer's CrabWalk mode, allowing it to move diagonally to get through tight off-road spots, quickly went viral.</p><p><blockquote>通用汽车在世界系列赛期间推出了悍马电动卡车，并宣传“通用汽车从未提供过的任何产品的机动性和牵引力”。悍马的 CrabWalk 模式允许其斜向移动以通过狭窄的越野路段，很快就像病毒一样传播开来。</blockquote></p><p> The Hummer EV, which will take on the Tesla Cybertruck, is due out this fall. GM says the Hummer EV can reach 450 miles on a full charge and 60 miles per hour in three seconds. The Hummer also will take on upcoming electric trucks from<b>Ford</b>(F) and<b>Amazon</b>(AMZN)-backed Rivian.</p><p><blockquote>悍马电动汽车将与特斯拉 Cybertruck 展开竞争，预计将于今年秋季推出。通用汽车表示，悍马电动汽车充满电后可行驶 450 英里，每小时可行驶 60 英里。悍马还将与即将推出的电动卡车竞争<b>福特</b>(F)和<b>亚马逊</b>（AMZN）支持的Rivian。</blockquote></p><p> The Rivian RT1 is expected to be released before the GM Hummer, but theTesla Cybertruck will likely not be out until 2022.</p><p><blockquote>Rivian RT1 预计将在通用汽车悍马之前发布，但特斯拉 Cybertruck 可能要到 2022 年才会发布。</blockquote></p><p> Prices for the initial Hummer EV version start at $112,595. General Motors said all available reservations for the Hummer EV sold out within 10 minutes. GM reportedly received 10,000 preorders and is considering boosting production plans.</p><p><blockquote>最初的悍马电动汽车版本起价为 112,595 美元。通用汽车表示，悍马电动汽车的所有预订在 10 分钟内就售罄了。据报道，通用汽车已收到 10,000 份预订单，并正在考虑增加生产计划。</blockquote></p><p> GM plans cheaper Hummer EV versions in future years. AutoNews reported that GM may start production of the Hummer SUV in early 2023 with targeted annual output of 50,000 vehicles per year.</p><p><blockquote>通用汽车计划在未来几年推出更便宜的悍马电动汽车版本。据《汽车新闻》报道，通用汽车可能会在2023年初开始生产悍马SUV，目标年产量为5万辆。</blockquote></p><p> <b>General Motors' Ultium Battery Future</b></p><p><blockquote><b>通用汽车的终极电池未来</b></blockquote></p><p> GM had a puzzle to solve: How could it compete broadly in the still relatively small EV market, en route to an all-electric future, without frittering away its financial strength? The answer came with the March 4 unveiling of its Ultium battery and flexible platform.</p><p><blockquote>通用汽车面临着一个难题需要解决：它如何在通往全电动未来的道路上，在仍然相对较小的电动汽车市场上广泛竞争，同时又不浪费其财务实力？3 月 4 日推出的 Ultium 电池和灵活平台给出了答案。</blockquote></p><p> The Ultium stands apart for its ability to be stacked either vertically or horizontally in the battery pack, to optimize the layout of each vehicle. The biggest stack is said to have the power to reach 450 miles on a full charge. The platform can accommodate a wide range of trucks, SUVs and cars.</p><p><blockquote>Ultium的与众不同之处在于它能够在电池组中垂直或水平堆叠，以优化每辆车的布局。据说最大的电堆充满电后可行驶 450 英里。该平台可以容纳各种卡车、SUV和轿车。</blockquote></p><p> The first generation of GM's coming EV lineup \"will be profitable,\" the company said.&nbsp;Since then, GM has detailed a much more complete vision of its EV future.</p><p><blockquote>该公司表示，通用汽车即将推出的电动汽车系列的第一代“将有利可图”。从那时起，通用汽车详细阐述了其电动汽车未来的更完整愿景。</blockquote></p><p> In September, GM unveiled its strategy to produce electric drive systems that are designed in-house to deliver cost and performance benefits. The five drive units and three motors will offer the power and versatility to work with the full range of some 20 different EVs it plans to produce by 2023.</p><p><blockquote>9 月，通用汽车公布了其生产内部设计的电力驱动系统的战略，以提供成本和性能优势。五个驱动单元和三个电机将提供动力和多功能性，以配合其计划到 2023 年生产的约 20 种不同电动汽车的全系列。</blockquote></p><p> Ultium Drive systems will be more responsive than current models, using \"precision torque control\" for smooth performance, GM said. The Honda deal created a partnership model that GM hopes will entice other rivals. Barra said that supplying GM technology to rival automakers would build \"scale to lower battery and fuel cell costs and increase profitability.\"</p><p><blockquote>通用汽车表示，Ultium 驱动系统将比当前型号反应更灵敏，采用“精确扭矩控制”实现平稳性能。本田的交易创造了一种合作模式，通用汽车希望这种模式能够吸引其他竞争对手。巴拉表示，向竞争对手汽车制造商提供通用汽车技术将扩大“规模，以降低电池和燃料电池成本并提高盈利能力”。</blockquote></p><p> Now GM is highlighting progress in testing its next-generation Ultium battery chemistry. \"We believe we are on the battery-cost frontier today and we intend to set the pace for the future,\" said GM product development chief Doug Parks.</p><p><blockquote>现在，通用汽车正在强调测试其下一代 Ultium 电池化学成分方面的进展。通用汽车产品开发主管道格·帕克斯 (Doug Parks) 表示：“我们相信我们今天正处于电池成本的前沿，我们打算为未来设定步伐。”</blockquote></p><p> <b>GM Cruise Vs. Tesla And Alphabet Waymo</b></p><p><blockquote><b>通用汽车 Cruise 与特斯拉和Alphabet Waymo</b></blockquote></p><p> On Jan. 19, GM announced a partnership with Microsoft to accelerate the commercialization of self-driving vehicles. Microsoft joined in a $2-billion funding round for Cruise, along with GM, Honda and institutional investors.</p><p><blockquote>1月19日，通用汽车宣布与微软合作，加速自动驾驶汽车的商业化。微软与通用汽车、本田和机构投资者一起参与了 Cruise 的 20 亿美元融资。</blockquote></p><p> The investment gave Cruise an implied $30 billion valuation, up from $19 billion in May 2019. GM's stake is now worth $19 billion, up from $11.9 billion, JP Morgan analyst Ryan Brinkman figures.</p><p><blockquote>这项投资使 Cruise 的隐含估值为 300 亿美元，高于 2019 年 5 月的 190 亿美元。摩根大通分析师瑞安·布林克曼 (Ryan Brinkman) 表示，通用汽车的股份目前价值 190 亿美元，高于 119 亿美元。</blockquote></p><p> In November, Cruise began testing five driverless cars in parts of San Francisco. Initial results appear positive. On Feb. 9, Cruise President Kyle Vogt tweeted that Cruise covered 200,000 miles in California in Q4 without a safety driver once disengaging self-driving features.</p><p><blockquote>11 月，Cruise 开始在旧金山部分地区测试五辆无人驾驶汽车。初步结果似乎是积极的。2 月 9 日，Cruise 总裁凯尔·沃格特 (Kyle Vogt) 在推特上表示，Cruise 第四季度在加利福尼亚州行驶了 20 万英里，但没有安全司机一旦脱离自动驾驶功能。</blockquote></p><p> Cruise's commercial launch is \"not years away,\" Barra assured on the Q4 earnings call.</p><p><blockquote>巴拉在第四季度财报看涨期权上保证，Cruise 的商业推出“不会再过几年”。</blockquote></p><p> On Nov. 10,<b>Walmart</b>(WMT) announced a pilot test with Cruise in Scottsdale, Ariz., allowing contactless customer deliveries.</p><p><blockquote>11月10日，<b>沃尔玛</b>（WMT）宣布在亚利桑那州斯科茨代尔与Cruise进行试点测试，允许非接触式客户交付。</blockquote></p><p> In January 2020, GM unveiled its six-passenger Cruise Origin EV with no steering wheel.</p><p><blockquote>2020 年 1 月，通用汽车推出了不带方向盘的六座 Cruise Origin EV。</blockquote></p><p> Apple,<b>Alphabet</b>(GOOGL)-unit Waymo,&nbsp;<b>Uber</b>(UBER),<b>Ford</b>(F) and Tesla are among a large field of well-funded competitors in the autonomous-vehicle market.</p><p><blockquote>苹果,<b>Alphabet</b>（GOOGL）-Waymo部门，<b>优步</b>（优步），<b>福特</b>(F)和特斯拉是自动驾驶汽车市场中资金充足的竞争对手的一个大领域。</blockquote></p><p> GM bought Cruise Automation for $1.1 billion in 2016. In 2018, Honda agreed to put up $2 billion more over 12 years.</p><p><blockquote>通用汽车于 2016 年以 11 亿美元收购了 Cruise Automation。2018年，本田同意在12年内再投入20亿美元。</blockquote></p><p></p><p> Tesla, meanwhile, has released a new Full Self Driving beta version to select drivers. But despite the name, Tesla FSD is still a Level 2, hands-on system, while Cruise and Waymo are Level 4.</p><p><blockquote>与此同时，特斯拉发布了新的全自动驾驶测试版来选择驾驶员。但尽管有这个名字，特斯拉FSD仍然是2级动手系统，而Cruise和Waymo是4级。</blockquote></p><p> <b>Is GM Stock A Buy?</b></p><p><blockquote><b>通用汽车股票值得买入吗？</b></blockquote></p><p> The technical picture for GM stock has improved dramatically. Its 89IBD Composite Ratingisn't far behind Tesla's 94 rating. IBD research shows that all-time stock winners often have a Composite Rating of at least 95 near the start of big runs.</p><p><blockquote>通用汽车股票的技术状况已显着改善。其 89IBD 综合评级与特斯拉的 94 评级相差不远。IBD 研究表明，有史以来股票赢家在大涨开始时的综合评级通常至少为 95。</blockquote></p><p> Still, fundamental metrics don't tell the full story. The Covid hit to earnings, a restructuring and strike are all in the rearview mirror. The chip shortage curtailing production should clear up later in 2021, but GM's traditional business faces a long-term decline. The biggest unknown is how well GM will be able to keep pace with Tesla, which aims to drive down the price of its EVs to $25,000 in three years, and others on the cutting edge of EV battery development — including Apple.</p><p><blockquote>尽管如此，基本指标并不能说明全部情况。新冠疫情对盈利的打击、重组和罢工都已成为过去。削减产量的芯片短缺问题应该会在2021年晚些时候得到解决，但通用汽车的传统业务面临长期下滑。最大的未知数是通用汽车将如何跟上特斯拉（其目标是在三年内将其电动汽车的价格降至 25,000 美元）以及其他处于电动汽车电池开发前沿的公司（包括苹果）的步伐。</blockquote></p><p> Investors should be aware that GM stock is a hybrid play, depending on profits from gas-burning SUVs today to pave the way to an EV future. Undoubtedly, there is lots of execution risk and uncertainty, but GM appears to be executing quite well, and Wall Street sees plenty of promise developing. If analysts see GM as a \"stable of unicorns\" with high-growth potential, they could begin to use a more flattering lens for valuing future earnings.</p><p><blockquote>投资者应该意识到，通用汽车的股票是一种混合股票，依赖于当今燃气 SUV 的利润来为电动汽车的未来铺平道路。毫无疑问，执行风险和不确定性很大，但通用汽车似乎执行得相当不错，华尔街看到了很多前景。如果分析师将通用汽车视为具有高增长潜力的“稳定的独角兽”，他们可能会开始使用更讨人喜欢的视角来评估未来的收益。</blockquote></p><p> <b>Bottom line:</b>GM stock is in a buy zone, though it is also significantly above its 10-week line. Strong technical action, improving fundamentals and a brighter EV future all suggest General Motors stock is worth considering.</p><p><blockquote><b>底线：</b>通用汽车股票处于买入区域，尽管它也显着高于 10 周线。强劲的技术行动、改善的基本面和更光明的电动汽车未来都表明通用汽车股票值得考虑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/research/gm-stock-buy-now/\">Investors</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":{"GM":"通用汽车"},"source_url":"https://www.investors.com/research/gm-stock-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192178550","content_text":"GM stock is powering higher strong, even as red-hot EV pure plays like Tesla have come under some pressure in recent weeks. While hopes for blowout 2021General Motors' (GM) earnings and resumption of a dividend have been set back by the global chip shortage, GM continues to accelerate investment in electric and autonomous vehicles.\nMeanwhile, GM's corporate reinvention should continue apace, with a number of expected milestones and potential for the unexpected that could serve as catalysts for GM stock.\nGM is preparing to launch three new passenger EVs by fall. That includes the buzzworthy Hummer EV, as well as an updated Chevy Bolt and SUV version of the Bolt. By late 2021, GM will deliver its first of 500 EV600 commercial van to FedEx.\nMore van orders, more corporate partnerships like Honda's use of the Ultium EV battery, and more revelations about the broad fleet of EVs slated for launch could provide fuel for GM stock. On April 3, during the NCAA basketball tournament, GM is set to reveal its Hummer SUV — a version of the supertruck with an enclosed cargo bed —  and begin taking reservations. So is now a good time to buy GM stock?\nGM Stock Priced Like An Underdog\nGM says it's headed for the front of the EV pack, yet it still appears priced like an underdog.\nAs of March 9, GM stock had a market cap of $85billion compared to $666 billion forTesla(TSLA), despite having roughly 3.5 times Tesla's sales in the fourth quarter.\nYet the bulk of those GM sales are for internal-combustion-engine (ICE) vehicles. That business could be headed for the scrap heap by 2035, GM announced on Jan. 18.\nThat blockbuster news prompted Morgan Stanley analyst Adam Jonas to cut his discounted value for GM's ICE business to zero. Yet Wall Street analysts continue to gain confidence in its EV, self-driving and fuel-cell future, and that's the key to driving shareholder value. Jonas simultaneously hiked his price target for GM stock to 80 from 57 based on the increasing value of General Motors' other parts.\nGM's transition isn't without risk. As GM funds itself mainly through ICE profits, pure-play EV automakers, including Tesla and a host of Chinese rivals havebuilt up huge EV war chests by issuing stock. Meanwhile,Toyota(TM) and EV battery startupQuantumScape(QS) have highlighted their separate progress toward a solid-state EV battery that has potential to offer faster charging, longer distance and greater safety.\nApple(AAPL), with far greater resources, also is working toward its own EV battery breakthrough and could reportedly produce an electric, autonomous vehicle in 2024.\nIt's hard to know where GM stands in the EV hierarchy, because such big technology breakthroughs may not be ready for the production line until mid-decade or later. Meanwhile, GM also has made some head-turning claims about itsnext-generation lithium-metal EV battery.\nEV Transition\nOn Nov. 19, GM mapped out its road to launching 30 EV models globally by 2025, while topping its prior goal of 1 million EV sales and achieving big EV battery cost-reductions and efficiency gains.\nGM's accelerated transformation will see it invest $7 billion in electric and autonomous vehicles this year and $27 billion by 2025. That could include asecond EV battery factorybuilt with partner LG Chem, which may be announced in coming months.\nBarra said GM will realize $2 billion in cost efficiencies from shared engineering, manufacturing, marketing and corporate cost by maintaining an integrated strategy. That quieted Wall Street analysts who had been pushing for GM to spin off its EV business to better compete with Tesla.\nBarra also said that GM's flexible Ultium EV architecture has helped cut vehicle development time by nearly 50%. She said the launch of the Cadillac Lyriq SUV had been moved up about nine months from the date initially announced.GM will speed up the launch timing of 12 EV models, some by as much as 40 months.\n\"We're committed to fighting for EV market share until we are number one in North America, achieving margins similar to or higher than our ICE business and exceeding our previous target of selling 1 million vehicles globally by mid-decade,\" Barra said.\nGM Stock Chart Technical Analysis\nGM stock soared in October and November on the Hummer EV launch and stepped-up EV factory and production plans.\nShares subsequently pulled back on its dramatically scaled-back deal with Nikola. Yet GM stock twice found support at its 10-week and 50-day line. IBDSwingTradertook advantage of an early entry point, establishing a position as GM stock cleared its Dec. 23 intraday high that came on the first bounce above its 50-day line.\nOn Jan. 12, as GM surprised Wall Street by revealing the existence of Brightdrop, its EV commercial delivery vehicle and logistics startup, GM stock broke through a more traditional 46.81buy point, 10 cents above its Nov. 24 high. General Motors stock jumped 6.2% to close at 47.81, breaking above the October 2017 all-time high of 46.76.\nMeanwhile, momentum continued amid news on Jan. 19 thatMicrosoft(MSFT) had joined a new investment round in GM's Cruise autonomous vehicle unit.\nGM stock subsequently hit a new high of 57.05 on Feb. 8, overcoming its first report that a chip shortage would sideline some production.\nWhile GM stock pulled back on earnings and amid broader stock market volatility, it found support at its 50-day moving average.\nOn March 12, GM stock surged to 59.25, clearing 57.15 buy point, 10 cents above the Feb. 8 high. Although the base is on the short side, GM stock has been consolidating since it touched an interim high of 56.97 on Jan. 21.\nHowever, GM stock is 13% above its 10-week line, so it looks a little extended from that perspective. That makes it more likely that shares could test their buy point.\nAs of March 12, GM stock sported an 86Relative Strength Rating, meaning it has outperformed 86% of all stocks over the past 12 months.\nTherelative strength line, which shows how GM stock performs vs. the S&P 500 index, is back to a two-plus year high.\nGeneral Motors Earnings And Sales Trends\nAfter a bumpy few years, thanks to a UAW strike, soft sales in China and Covid-19, General Motors earnings appeared to turn the corner in the second half of 2020, helped by sales strength and cost reductions.\nThen, in Q4, General Motors earnings per share cruised past estimates, surging to $1.93 vs. just 5 cents per share a year ago, helped by the launch of its full-size SUV. The year-ago period was marred by the UAW strike. GM's Q4 EPS would have been even better if not for a 59-cent hit due to a Takata airbag-inflator recall.\nSales remained on a roll in Q4. GM deliveries in the U.S. rose to 771,323, up 5% from a year ago. General Motors said it gained market share as the average transaction price rose to a record $41,886.\nMeanwhile, GM sales in China remained on the upswing for the second straight quarter, after a weak couple of years. General Motors and its Chinese joint-venture partners saw deliveries rise 14% to 954,325.\nGM said it expects to earn $4.50-$5.25 per share in 2021 vs. $4.90 in 2020. The chip shortage could cut operating profit by $2 billion in 2021.\nBrightdrop\nBrightdrop's first 500 EV600 delivery vehicles, which go 250 miles per charge, will go toFedEx(FDX). The global delivery giant also has tested Brightdrop's EP1 pallet electric pallet, designed to move up to 200 pounds in goods over short distances. FedEx said its drivers were able to handle 25% more packages per day in the first pilot.\nGM said it will invest $800 million to equip one of its factories in Canada for production of the EV600 by late 2021.\nGM said it sees a massive $850 billion market opportunity for parcel, food delivery and reverse logistics in the U.S. by 2025.\nThe timing of its commercial EV rollout looks even better followingPresident Joe Biden's executive order to replace the government's fleetof 645,000 vehicles with electric vehicles.\nSubsequently, Merchants Fleet announced an order for 12,600 EV600 vans.\nFord(F) will also have an electric version of its popular Transit van out in late 2021.Workhorse Group(WKHS) and Rivian are EV delivery van plays too.\nGM's 'Stable Of Unicorns'\nEven before the Brightdrop news, Morgan Stanley's Jonas had referred to GM as having a \"stable of unicorns.\"\nIn a Jan. 19 report, Jonas said that GM's EV business is worth $52 per share of GM stock, while its controlling stake in Cruise is worth $10.\nGM's Ultium EV battery also has become something of a business in its own right. In April, GM reached a deal withHonda Motor(HMC) to jointly develop two Honda EVs using GM's Ultium battery. Jonas figures the Ultium battery platform is worth $10 per share.\nGM's OnStar communications and security system, which has announced a move into the insurance business, and its Super Cruise driver assistance technology, offer opportunities to grow a monthly recurring revenue stream. Jonas valued GM's connected services at $16 per share.\nHe also attached per-share valuations to GM's China joint ventures ($5), the Corvette brand ($5) and GM Financial ($7).\nHe derived the 80 price target for GM stock by subtracting net debt, pension liability and a 20% sum-of-the-parts discount.\nJonas didn't specify any valuation for other ventures, including GM's Hydrotec fuel-cell business. The week after his report, GM announced a deal withNavistar(NAV) to supply fuel cells for long-haul trucks. Trucking firmJ.B. Hunt(JBHT) will be Navistar's first customer in a pilot program, with tests set to begin by end of 2022.\nThat followed GM's scaled-back deal to supply fuel cells toNikola(NKLA). However, prospects remain clouded by Nikola's reputational hit as its founder left the company amid allegations of being a huckster and worse.\nIn June, GM Defense unit won a $214-million contract — its first win — to build Infantry Squad Vehicles for the U.S. Army based on the Chevrolet Colorado ZR2 midsize truck architecture.\nHummer EV Buzz\nGM unveiled the Hummer EV truck during the World Series, touting \"maneuverability and traction unlike anything GM has ever offered.\" The Hummer's CrabWalk mode, allowing it to move diagonally to get through tight off-road spots, quickly went viral.\nThe Hummer EV, which will take on the Tesla Cybertruck, is due out this fall. GM says the Hummer EV can reach 450 miles on a full charge and 60 miles per hour in three seconds. The Hummer also will take on upcoming electric trucks fromFord(F) andAmazon(AMZN)-backed Rivian.\nThe Rivian RT1 is expected to be released before the GM Hummer, but theTesla Cybertruck will likely not be out until 2022.\nPrices for the initial Hummer EV version start at $112,595. General Motors said all available reservations for the Hummer EV sold out within 10 minutes. GM reportedly received 10,000 preorders and is considering boosting production plans.\nGM plans cheaper Hummer EV versions in future years. AutoNews reported that GM may start production of the Hummer SUV in early 2023 with targeted annual output of 50,000 vehicles per year.\nGeneral Motors' Ultium Battery Future\nGM had a puzzle to solve: How could it compete broadly in the still relatively small EV market, en route to an all-electric future, without frittering away its financial strength? The answer came with the March 4 unveiling of its Ultium battery and flexible platform.\nThe Ultium stands apart for its ability to be stacked either vertically or horizontally in the battery pack, to optimize the layout of each vehicle. The biggest stack is said to have the power to reach 450 miles on a full charge. The platform can accommodate a wide range of trucks, SUVs and cars.\nThe first generation of GM's coming EV lineup \"will be profitable,\" the company said. Since then, GM has detailed a much more complete vision of its EV future.\nIn September, GM unveiled its strategy to produce electric drive systems that are designed in-house to deliver cost and performance benefits. The five drive units and three motors will offer the power and versatility to work with the full range of some 20 different EVs it plans to produce by 2023.\nUltium Drive systems will be more responsive than current models, using \"precision torque control\" for smooth performance, GM said. The Honda deal created a partnership model that GM hopes will entice other rivals. Barra said that supplying GM technology to rival automakers would build \"scale to lower battery and fuel cell costs and increase profitability.\"\nNow GM is highlighting progress in testing its next-generation Ultium battery chemistry. \"We believe we are on the battery-cost frontier today and we intend to set the pace for the future,\" said GM product development chief Doug Parks.\nGM Cruise Vs. Tesla And Alphabet Waymo\nOn Jan. 19, GM announced a partnership with Microsoft to accelerate the commercialization of self-driving vehicles. Microsoft joined in a $2-billion funding round for Cruise, along with GM, Honda and institutional investors.\nThe investment gave Cruise an implied $30 billion valuation, up from $19 billion in May 2019. GM's stake is now worth $19 billion, up from $11.9 billion, JP Morgan analyst Ryan Brinkman figures.\nIn November, Cruise began testing five driverless cars in parts of San Francisco. Initial results appear positive. On Feb. 9, Cruise President Kyle Vogt tweeted that Cruise covered 200,000 miles in California in Q4 without a safety driver once disengaging self-driving features.\nCruise's commercial launch is \"not years away,\" Barra assured on the Q4 earnings call.\nOn Nov. 10,Walmart(WMT) announced a pilot test with Cruise in Scottsdale, Ariz., allowing contactless customer deliveries.\nIn January 2020, GM unveiled its six-passenger Cruise Origin EV with no steering wheel.\nApple,Alphabet(GOOGL)-unit Waymo, Uber(UBER),Ford(F) and Tesla are among a large field of well-funded competitors in the autonomous-vehicle market.\nGM bought Cruise Automation for $1.1 billion in 2016. In 2018, Honda agreed to put up $2 billion more over 12 years.\nTesla, meanwhile, has released a new Full Self Driving beta version to select drivers. But despite the name, Tesla FSD is still a Level 2, hands-on system, while Cruise and Waymo are Level 4.\nIs GM Stock A Buy?\nThe technical picture for GM stock has improved dramatically. Its 89IBD Composite Ratingisn't far behind Tesla's 94 rating. IBD research shows that all-time stock winners often have a Composite Rating of at least 95 near the start of big runs.\nStill, fundamental metrics don't tell the full story. The Covid hit to earnings, a restructuring and strike are all in the rearview mirror. The chip shortage curtailing production should clear up later in 2021, but GM's traditional business faces a long-term decline. The biggest unknown is how well GM will be able to keep pace with Tesla, which aims to drive down the price of its EVs to $25,000 in three years, and others on the cutting edge of EV battery development — including Apple.\nInvestors should be aware that GM stock is a hybrid play, depending on profits from gas-burning SUVs today to pave the way to an EV future. Undoubtedly, there is lots of execution risk and uncertainty, but GM appears to be executing quite well, and Wall Street sees plenty of promise developing. If analysts see GM as a \"stable of unicorns\" with high-growth potential, they could begin to use a more flattering lens for valuing future earnings.\nBottom line:GM stock is in a buy zone, though it is also significantly above its 10-week line. Strong technical action, improving fundamentals and a brighter EV future all suggest General Motors stock is worth considering.","news_type":1,"symbols_score_info":{"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328414096,"gmtCreate":1615550096915,"gmtModify":1703490782373,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"BUYYY!!","listText":"BUYYY!!","text":"BUYYY!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328414096","repostId":"1199318380","repostType":4,"isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321764215,"gmtCreate":1615471603337,"gmtModify":1703489529674,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Wowwww","listText":"Wowwww","text":"Wowwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321764215","repostId":"2118898246","repostType":4,"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321972840,"gmtCreate":1615391250680,"gmtModify":1703488447534,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Moooon","listText":"Moooon","text":"Moooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/321972840","repostId":"2118154672","repostType":4,"isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323451578,"gmtCreate":1615369774194,"gmtModify":1703487993552,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Moon!!","listText":"Moon!!","text":"Moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323451578","repostId":"1197320396","repostType":4,"isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329156768,"gmtCreate":1615216472754,"gmtModify":1703485856178,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Ahhh let’s go","listText":"Ahhh let’s go","text":"Ahhh let’s go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329156768","repostId":"1165621021","repostType":4,"repost":{"id":"1165621021","kind":"news","pubTimestamp":1615216188,"share":"https://www.laohunote.com/m/news/1165621021?lang=zh_CN&edition=full","pubTime":"2021-03-08 23:09","market":"us","language":"en","title":"Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨理由吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165621021","media":"Motley Fool","summary":"It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Holly","content":"<p>It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.</p><p><blockquote>这个国家领先的多厅影院运营商很容易让人讨厌。让我们看看我们能不能放映一个好莱坞式的结局。</blockquote></p><p> I'm going to attempt what I haven't seen even the most ardent&nbsp;<b>AMC Entertainment Holdings</b>&nbsp;(NYSE:AMC)&nbsp;bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.</p><p><blockquote>我要尝试我从未见过的最热情的事情<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）bull do：为拥有这家摇摇欲坠的多厅影院运营商的股份提出可行的长期论据。你不会看到太多 AMC 股东现实地谈论长期基本面。我想试一试。</blockquote></p><p> AMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.</p><p><blockquote>AMC 多头谈论良好的图表游戏。他们指出技术分析、空头挤压和所有伽马挤压之母是他们热情的催化剂。如果他们感到特别鼓舞，他们甚至可能会冒险研究有关对冲基金和分析师共同努力压低多头的阴谋论。</blockquote></p><p> <b>It's always darkest before the plot twist</b></p><p><blockquote><b>剧情转折前总是最黑暗的</b></blockquote></p><p> The highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.</p><p><blockquote>华尔街领先公司中 AMC 的最高目标价仅为 5.50 美元。如果你认为这些分析师通过助长你的阴谋论叙事比通过与 AMC 友好相处以从不可避免的多年二次股票和债务发行中赚取长尾承销收益获得更多收益，你可能需要重新考虑谁在这里为哪个团队效力。</blockquote></p><p> The speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.</p><p><blockquote>关于对冲和近期价格变动的投机性言论似乎忽略了数学。空头利息最近触及近两年来的最低水平。我们远低于 14 个月前设定的空头利息峰值。按AMC做多基本面，看涨的情况介于“被压抑的需求”和渴望在国内无法复制的体验的消费者之间。</blockquote></p><p> Lost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.</p><p><blockquote>乐观的谈话要点中忽略了这不仅仅是消费者需求问题。在新冠肺炎隧道的另一端有一个真正的供应问题。自从去年三月中旬电影院关闭以来，已经过去了很长时间。自关闭以来，我们已经看到了几个新的流媒体服务的推出——包括HBO Max、Peacock和现在的Paramount+——它们都归媒体巨头所有，电影制片厂现在优先考虑直接面向消费者的平台，而不是影院发行。</blockquote></p><p> The genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seen<i>Coming to America 2</i>,<i>Raya and the Last Dragon</i>, and<i>The SpongBob Movie: Sponge on the Run</i>at a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.</p><p><blockquote>精灵从瓶子里出来了。对于大多数好莱坞电影公司来说，在影院上映后等待三个月已不再是他们的菜单，随着各州放宽疫情指导方针，最近几个月流媒体消费只增不减。上辈子你只会看到<i>来到美国2</i>,<i>拉亚和最后的龙</i>，和<i>海绵宝宝电影：海绵逃亡</i>在你附近的多厅影院。相反，你可以在自己舒适的带宽家中观看这三部美国首映。</blockquote></p><p> <b>And now: your feature presentation</b></p><p><blockquote><b>现在：您的功能演示</b></blockquote></p><p> By now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.</p><p><blockquote>到目前为止，这似乎只是 AMC 上的又一个燃烧片段。你被承诺了一个看涨的论点，但这只是一个看跌享受的弹孔遍布的运动。如果你走到这一步，让我兑现我的承诺。</blockquote></p><p> AMC is a survivor, and not just because it's been around for 101 years. When its largest rival,<b>Cineworld Group</b>'s Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.</p><p><blockquote>AMC是一个幸存者，不仅仅是因为它已经存在了101年。当它最大的竞争对手，<b>电影世界集团</b>富豪影院在 10 月份关闭了放映机，我认为 AMC 可能是 2021 年最热门的股票。今年股价几乎翻了两番，因此这篇文章的看涨期权在这个年轻的一年里有了一个相当不错的开端。</blockquote></p><p> It's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.</p><p><blockquote>我对 AMC 的前景持批评态度，这也是事实。我不会收回我的担忧，即消费者选择呆在家里，好莱坞电影公司现在有更多的东西可以喂养，而不仅仅是连锁影院过去统治巢穴时的布谷鸟麻烦。2020年之前的模式在未来行不通，但这并不意味着AMC就完蛋了。</blockquote></p><p> Let's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.</p><p><blockquote>让我们从摇摆开始。你真的认为富豪会回来吗？AMC 一直保持开放态度，以保持其品牌的活力和相关性。该行业不会善待放弃者，随着该行业的漫长回归之路，许多连锁店将以多种方式变黑。AMC 将能够吞噬市场份额，即使它将是一个不断缩小的蛋糕。分析师预计至少还会有三年的亏损，AMC 一直在筹集资金，以确保能够度过这段艰难时期。</blockquote></p><p> AMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on&nbsp;<b>IMAX</b>, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?</p><p><blockquote>AMC 成为最后一家多厅影院运营商并不是一个乐观的认可，但为什么空头认为该行业本身不会发展呢？对于创作电影的媒体巨头来说，传统的影院上映窗口是没有回头路的，但为什么我们假设银幕上会是和家里一样的产品呢？就像一些导演喜欢为上映的电影拍摄额外的场景一样<b>IMAX</b>为什么电影院不能提供一种差异化的产品来增强电影体验？Ifmedia stockscan收回了他们本土的流媒体服务，同时还通过在大屏幕上给新版本的粉丝一个不同的旋转来产生增量收入，他们为什么不这样做呢？</blockquote></p><p></p><p> AMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?</p><p><blockquote>AMC 充分利用了疫情的平静期，加强了移动订购以获得特许权，为放映提供分配座位，甚至创建了以低价出租整个影院的选项。如果它能像现在一样适应未来，你真的想和一个行业领导者打赌吗？这个行业领导者已经筹集了大量资金，使24屏幕多厅影院尽可能灵活和可延展性。如果AMC的未来是在一些更大的屏幕上播放新版本，但也迎合选秀之夜的梦幻足球联赛，一个冉冉升起的即兴表演剧团在另一个屏幕上现场表演，以及一场慈善宾果游戏，会怎么样？</blockquote></p><p> The country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.</p><p><blockquote>该国最大的多厅影院运营商已经筹集了足够的资金，比大多数竞争对手有更多的时间。时间是可有可无的。时间是颠覆自己的机会。时间就是未来。</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>Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨理由吗？</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\">\nIs There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨理由吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-08 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.</p><p><blockquote>这个国家领先的多厅影院运营商很容易让人讨厌。让我们看看我们能不能放映一个好莱坞式的结局。</blockquote></p><p> I'm going to attempt what I haven't seen even the most ardent&nbsp;<b>AMC Entertainment Holdings</b>&nbsp;(NYSE:AMC)&nbsp;bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.</p><p><blockquote>我要尝试我从未见过的最热情的事情<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）bull do：为拥有这家摇摇欲坠的多厅影院运营商的股份提出可行的长期论据。你不会看到太多 AMC 股东现实地谈论长期基本面。我想试一试。</blockquote></p><p> AMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.</p><p><blockquote>AMC 多头谈论良好的图表游戏。他们指出技术分析、空头挤压和所有伽马挤压之母是他们热情的催化剂。如果他们感到特别鼓舞，他们甚至可能会冒险研究有关对冲基金和分析师共同努力压低多头的阴谋论。</blockquote></p><p> <b>It's always darkest before the plot twist</b></p><p><blockquote><b>剧情转折前总是最黑暗的</b></blockquote></p><p> The highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.</p><p><blockquote>华尔街领先公司中 AMC 的最高目标价仅为 5.50 美元。如果你认为这些分析师通过助长你的阴谋论叙事比通过与 AMC 友好相处以从不可避免的多年二次股票和债务发行中赚取长尾承销收益获得更多收益，你可能需要重新考虑谁在这里为哪个团队效力。</blockquote></p><p> The speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.</p><p><blockquote>关于对冲和近期价格变动的投机性言论似乎忽略了数学。空头利息最近触及近两年来的最低水平。我们远低于 14 个月前设定的空头利息峰值。按AMC做多基本面，看涨的情况介于“被压抑的需求”和渴望在国内无法复制的体验的消费者之间。</blockquote></p><p> Lost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.</p><p><blockquote>乐观的谈话要点中忽略了这不仅仅是消费者需求问题。在新冠肺炎隧道的另一端有一个真正的供应问题。自从去年三月中旬电影院关闭以来，已经过去了很长时间。自关闭以来，我们已经看到了几个新的流媒体服务的推出——包括HBO Max、Peacock和现在的Paramount+——它们都归媒体巨头所有，电影制片厂现在优先考虑直接面向消费者的平台，而不是影院发行。</blockquote></p><p> The genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seen<i>Coming to America 2</i>,<i>Raya and the Last Dragon</i>, and<i>The SpongBob Movie: Sponge on the Run</i>at a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.</p><p><blockquote>精灵从瓶子里出来了。对于大多数好莱坞电影公司来说，在影院上映后等待三个月已不再是他们的菜单，随着各州放宽疫情指导方针，最近几个月流媒体消费只增不减。上辈子你只会看到<i>来到美国2</i>,<i>拉亚和最后的龙</i>，和<i>海绵宝宝电影：海绵逃亡</i>在你附近的多厅影院。相反，你可以在自己舒适的带宽家中观看这三部美国首映。</blockquote></p><p> <b>And now: your feature presentation</b></p><p><blockquote><b>现在：您的功能演示</b></blockquote></p><p> By now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.</p><p><blockquote>到目前为止，这似乎只是 AMC 上的又一个燃烧片段。你被承诺了一个看涨的论点，但这只是一个看跌享受的弹孔遍布的运动。如果你走到这一步，让我兑现我的承诺。</blockquote></p><p> AMC is a survivor, and not just because it's been around for 101 years. When its largest rival,<b>Cineworld Group</b>'s Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.</p><p><blockquote>AMC是一个幸存者，不仅仅是因为它已经存在了101年。当它最大的竞争对手，<b>电影世界集团</b>富豪影院在 10 月份关闭了放映机，我认为 AMC 可能是 2021 年最热门的股票。今年股价几乎翻了两番，因此这篇文章的看涨期权在这个年轻的一年里有了一个相当不错的开端。</blockquote></p><p> It's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.</p><p><blockquote>我对 AMC 的前景持批评态度，这也是事实。我不会收回我的担忧，即消费者选择呆在家里，好莱坞电影公司现在有更多的东西可以喂养，而不仅仅是连锁影院过去统治巢穴时的布谷鸟麻烦。2020年之前的模式在未来行不通，但这并不意味着AMC就完蛋了。</blockquote></p><p> Let's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.</p><p><blockquote>让我们从摇摆开始。你真的认为富豪会回来吗？AMC 一直保持开放态度，以保持其品牌的活力和相关性。该行业不会善待放弃者，随着该行业的漫长回归之路，许多连锁店将以多种方式变黑。AMC 将能够吞噬市场份额，即使它将是一个不断缩小的蛋糕。分析师预计至少还会有三年的亏损，AMC 一直在筹集资金，以确保能够度过这段艰难时期。</blockquote></p><p> AMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on&nbsp;<b>IMAX</b>, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?</p><p><blockquote>AMC 成为最后一家多厅影院运营商并不是一个乐观的认可，但为什么空头认为该行业本身不会发展呢？对于创作电影的媒体巨头来说，传统的影院上映窗口是没有回头路的，但为什么我们假设银幕上会是和家里一样的产品呢？就像一些导演喜欢为上映的电影拍摄额外的场景一样<b>IMAX</b>为什么电影院不能提供一种差异化的产品来增强电影体验？Ifmedia stockscan收回了他们本土的流媒体服务，同时还通过在大屏幕上给新版本的粉丝一个不同的旋转来产生增量收入，他们为什么不这样做呢？</blockquote></p><p></p><p> AMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?</p><p><blockquote>AMC 充分利用了疫情的平静期，加强了移动订购以获得特许权，为放映提供分配座位，甚至创建了以低价出租整个影院的选项。如果它能像现在一样适应未来，你真的想和一个行业领导者打赌吗？这个行业领导者已经筹集了大量资金，使24屏幕多厅影院尽可能灵活和可延展性。如果AMC的未来是在一些更大的屏幕上播放新版本，但也迎合选秀之夜的梦幻足球联赛，一个冉冉升起的即兴表演剧团在另一个屏幕上现场表演，以及一场慈善宾果游戏，会怎么样？</blockquote></p><p> The country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.</p><p><blockquote>该国最大的多厅影院运营商已经筹集了足够的资金，比大多数竞争对手有更多的时间。时间是可有可无的。时间是颠覆自己的机会。时间就是未来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/08/is-there-a-bullish-argument-for-amc-entertainment/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/03/08/is-there-a-bullish-argument-for-amc-entertainment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165621021","content_text":"It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.\nI'm going to attempt what I haven't seen even the most ardent AMC Entertainment Holdings (NYSE:AMC) bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.\nAMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.\nIt's always darkest before the plot twist\nThe highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.\nThe speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.\nLost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.\nThe genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seenComing to America 2,Raya and the Last Dragon, andThe SpongBob Movie: Sponge on the Runat a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.\nAnd now: your feature presentation\nBy now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.\nAMC is a survivor, and not just because it's been around for 101 years. When its largest rival,Cineworld Group's Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.\nIt's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.\nLet's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.\nAMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on IMAX, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?\nAMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?\nThe country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367210154,"gmtCreate":1614953484278,"gmtModify":1703483395611,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"It’s overrrr","listText":"It’s overrrr","text":"It’s overrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/367210154","repostId":"1123272188","repostType":4,"isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364506621,"gmtCreate":1614861348063,"gmtModify":1703482102449,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Tesla ftw","listText":"Tesla ftw","text":"Tesla ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/364506621","repostId":"1104042346","repostType":4,"isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365403745,"gmtCreate":1614766233787,"gmtModify":1703480820043,"author":{"id":"3571693844578184","authorId":"3571693844578184","name":"NatChua","avatar":"https://static.tigerbbs.com/8ef8ab775a2f944464518c6643d9628d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571693844578184","idStr":"3571693844578184"},"themes":[],"title":"","htmlText":"Yeah man!!","listText":"Yeah man!!","text":"Yeah man!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365403745","repostId":"1149727441","repostType":4,"isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}