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TK360
TK360
·
2022-01-25
Nice for IBM
非常抱歉，此主贴已删除
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TK360
TK360
·
2022-01-25
Nice
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TK360
TK360
·
2022-01-24
Nice for BYD
汽车周报：比亚迪涨价挺进全车型盈利时代 新能源购置税减免或延长稳定预期
因此，我们预计今年比亚迪整车业务的单车盈利有望显著好于去年Q3 及Q4。稳预期，新能源汽车购置税减免政策有望继续延长。新能源汽车免征购置税政策已经经历2017 年年底、2020 年初两次延长，原计划免征期截止到2022 年底。
汽车周报：比亚迪涨价挺进全车型盈利时代 新能源购置税减免或延长稳定预期
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TK360
TK360
·
2022-01-21
Nice
快讯| 美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，理想汽车涨3.23%，Rivian涨3.17%，小鹏汽车涨2.53%，特斯拉涨2.4%。
美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，理想汽车涨3.23%，Rivian涨3.17%，小鹏汽车涨2.53%，特斯拉涨2.4%。
快讯| 美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，理想汽车涨3.23%，Rivian涨3.17%，小鹏汽车涨2.53%，特斯拉涨2.4%。
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TK360
TK360
·
2022-01-21
好滴
美股新能源车概念股大涨，蔚来、小鹏汽车涨超5%
格隆汇1月20日丨FFIE、蔚来、小牛电动、小鹏汽车、图森未来涨超5%，理想汽车涨3.7%、特斯拉涨2.7%、福特涨1.2%。
美股新能源车概念股大涨，蔚来、小鹏汽车涨超5%
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TK360
TK360
·
2022-01-21
GM EV, looking forward
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TK360
TK360
·
2022-01-21
Nice info
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TK360
TK360
·
2022-01-17
Nice
Type-C接口iPhone问世后大获成功 全球第二款来了：更完美
去年10月，工科在校生Ken Pillonel通过“魔改”，将一部iPhone X从Lightning闪电接口换成了USB-C接口，因为过程透明、效果趋近完美，手机最终在eBay上以86001美元的价格成交。与此同时，接口改造的项目也被Pillonel开源化，这启发了Gernot Jbstl，后者也出手魔改出一款新的iPhone X手机，这次的厉害之处在于，添加了对IPX8防水功能的支持。Jbstl打算1月19日在eBay上架这款防水的USB-C接口iPhone X，大家认为能超过上一款8.6万美元的成交价吗？
Type-C接口iPhone问世后大获成功 全球第二款来了：更完美
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TK360
TK360
·
2022-01-17
Nice, hope Nio exploring South East Asian Market
面向挪威ES8用户，蔚来首次在中国以外市场开启FOTA
近日，中国智能电动汽车公司蔚来宣布，已开始向挪威ES8用户推送新版智能操作系统Aspen 3.0.5 NO。这是蔚来首次在中国以外市场开启远程固件升级FOTA。蔚来将NT1平台车型的智能操作系统名为Aspen，挪威销售的ES8目前搭载的是为当地用户定制的智能操作系统Aspen 3.0.0 NO，系统语言为挪威语和英语。这标志着出口欧洲的ES8可以量产并在欧盟境内所有国家正式上牌注册。2020年9月，蔚来ES8在挪威上市并开启用户交付。智能电动旗舰轿车ET7将在今年正式进入挪威市场。
面向挪威ES8用户，蔚来首次在中国以外市场开启FOTA
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TK360
TK360
·
2022-01-15
Nice
3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote>
These three COVID-19 stocks could rake in a tremendous amount of cash this year.
3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote>
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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630743029","repostId":"2206883868","repostType":2,"isVote":1,"tweetType":1,"viewCount":3979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630518459,"gmtCreate":1642985149013,"gmtModify":1642985149394,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"themes":[],"htmlText":"Nice for BYD ","listText":"Nice for BYD ","text":"Nice for BYD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630518459","repostId":"2205907841","repostType":2,"repost":{"id":"2205907841","kind":"news","pubTimestamp":1642953600,"share":"https://www.laohu8.com/m/news/2205907841?lang=zh_CN&edition=full","pubTime":"2022-01-24 00:00","market":"hk","language":"zh","title":"汽车周报：比亚迪涨价挺进全车型盈利时代 新能源购置税减免或延长稳定预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2205907841","media":"上海申银万国证...","summary":"因此，我们预计今年比亚迪整车业务的单车盈利有望显著好于去年Q3 及Q4。稳预期，新能源汽车购置税减免政策有望继续延长。新能源汽车免征购置税政策已经经历2017 年年底、2020 年初两次延长，原计划免征期截止到2022 年底。","content":"<html><body><article><p>本期投资提示：</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>官宣涨价，开始向全车型<a href=\"https://laohu8.com/S/06838\">盈利时</a>代挺进，新能源开启良性商业循环新周期。比亚迪官宣自2 月1 日其旗下车型涨价1000~7000 元不等。经过终端走访我们了解到：①元Pro 涨7000 元；②秦DMi 涨3000 元；③唐DMi 涨3000 元；④宋Pro DMi 涨1000元；⑤汉EV 涨5000 元；⑥秦Plus EV 涨3000 元。近期市场调整较多，主要是担心国补退坡后对新能源需求的影响。而通过我们实际终端走访发现，1 月终端需求预计在30 万左右，考虑到此前提到的春节交期减少（-4~5w 台）、比亚迪西安工厂发运受阻（-2w 台），以及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>继续海外交付（-4w 台）的因素，实际表现属于符合预期。而比亚迪通过此次涨价，将有效消化国补退坡、原材料成本上涨带来的车型盈利压力（21 年Q4 相比Q3 原材料成本预计影响毛利率1pct+），更显示出其对终端需求的信心。且主销的DMi 车型涨价幅度有限，将不会对其2022 年销量有明显影响；而高低端车型调价又能很好得弥补整体盈利水平。因此，我们预计今年比亚迪整车业务的单车盈利有望显著好于去年Q3 及Q4。</p><p>随着下半年原材料压力的逐步缓解，单车净利有望冲击4k-5k 区间。良性的商业循环新周期，将是未来行业健康成长的新基础和新逻辑。比亚迪作为垂直一体化的典范，将率先拉开这一张大幕。全面看好工程能力的兑现度，看好新车周期的销量释放。</p><p>稳预期，新能源汽车购置税减免政策有望继续延长。现行的新能源汽车支持政策主要有购置补贴、免征购置税、免征车船税三项，其中购置补贴正在逐步退坡且2022 年将是新能源车补贴的最后一年。新能源汽车免征购置税政策已经经历2017 年年底、2020 年初两次延长，原计划免征期截止到2022 年底。1 月18 日工信部召开节能与新能源汽车产业发展部际联席会议2022 年度工作会议，会议提出“尽早研究明确新能源汽车车购税优惠延续等支持政策，完善积分管理要求，稳定市场预期”，按此信号新能源汽车购置税优惠政策第三次延长已基本明确。按国内车辆购置税计算方法，10 万元国产车可省8500+元，多数新能源车可享受超万元减免。若政策顺利落地，一方面将进一步提升消费者购车欲望，另一方面也将缓解价格传导对车企利润端压力。</p><p>乘用车终端折扣波动更新——1 月需求如预期地被逐步激活，<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌率先发力。通过终端走访和爬虫数据反馈，1 月豪华品牌折扣率显著提升，部分合资品牌也略有增加，自主品牌仍较为坚挺。其中：①北京奔驰环比12 月同期增加3.7pct 折扣率，约1.5 万元。由此，奔驰1 月上半月上险数环比12 月同期提升约50%；②华晨宝马环比12 月同期提升1.9pct 折扣率，约0.7 万元。对应品牌1 月上半月上险量环比12 月同期提升约100%；③ 一汽大众环比12 月同期增加1.5pct 折扣率，约0.2~0.3 万元。主流自主品牌折扣率环比12 月相对稳定，表现出了更为紧俏的供需关系。但随着供给逐步改善，主流品牌1月需求仍然环比12 月有10%~15%不等的改善。</p><p>投资分析意见：全面看多中国汽车工业的崛起，整车及供应链都将在这次商业模式及竞争关系的重构中获得极大的增长。看好积极转型中的头部整车厂，推荐吉利、比亚迪、长城、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>。看好受益二轮车新国标更换、管理层内部改善的龙头<a href=\"https://laohu8.com/S/603529\">爱玛科技</a>。混动产业链带来零部件新增量，发动机控制方面推荐<a href=\"https://laohu8.com/S/688667\">菱电电控</a>，三合一赛道的关注<a href=\"https://laohu8.com/S/688162\">巨一科技</a>、<a href=\"https://laohu8.com/S/600580\">卧龙电驱</a>、<a href=\"https://laohu8.com/S/688280\">精进电动</a>，小三合领域关注<a href=\"https://laohu8.com/S/300745\">欣锐科技</a>；热管理领域推荐<a href=\"https://laohu8.com/S/002050\">三花智控</a>、<a href=\"https://laohu8.com/S/601689\">拓普集团</a>。零部件方面三条主线：①进口替代顺畅、格局优秀的板块：推荐<a href=\"https://laohu8.com/S/603179\">新泉股份</a>、<a href=\"https://laohu8.com/S/600660\">福耀玻璃</a>、<a href=\"https://laohu8.com/S/601799\">星宇股份</a>；②受益智能化配置的汽车电子标的：<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/002920\">德赛西威</a>、<a href=\"https://laohu8.com/S/603786\">科博达</a>，<a href=\"https://laohu8.com/S/603319\">湘油泵</a>，关注<a href=\"https://laohu8.com/S/605005\">合兴股份</a>；③轻量化板块：推荐<a href=\"https://laohu8.com/S/600933\">爱柯迪</a>、<a href=\"https://laohu8.com/S/601702\">华峰铝业</a>，关注<a href=\"https://laohu8.com/S/603917\">合力科技</a>、<a href=\"https://laohu8.com/S/603348\">文灿股份</a>、<a href=\"https://laohu8.com/S/603305\">旭升股份</a>、<a href=\"https://laohu8.com/S/603982\">泉峰汽车</a>。</p><p>核心风险：供应链缺芯风险，车市折扣与销量数据改善不及预期。</p></article></body></html>","source":"tencent","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>汽车周报：比亚迪涨价挺进全车型盈利时代 新能源购置税减免或延长稳定预期</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车周报：比亚迪涨价挺进全车型盈利时代 新能源购置税减免或延长稳定预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 00:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201240745267c6e555f&s=b><strong>上海申银万国证...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本期投资提示：比亚迪官宣涨价，开始向全车型盈利时代挺进，新能源开启良性商业循环新周期。比亚迪官宣自2 月1 日其旗下车型涨价1000~7000 元不等。经过终端走访我们了解到：①元Pro 涨7000 元；②秦DMi 涨3000 元；③唐DMi 涨3000 元；④宋Pro DMi 涨1000元；⑤汉EV 涨5000 元；⑥秦Plus EV 涨3000 元。近期市场调整较多，主要是担心国补退坡后对新...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201240745267c6e555f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","BK1227":"服装、服饰与奢侈品","06838":"盈利时","BK1589":"北水核心资产","000941.SH":"新能源","BK1504":"苹果概念","BK1119":"汽车制造商","BK1540":"电池","002594":"比亚迪","BK1509":"特斯拉概念股","BK1580":"烟草概念","BK1149":"通信设备","01211":"比亚迪股份","BK1607":"新IT概念","00285":"比亚迪电子","BK1515":"抗疫概念","BK1582":"深圳本地概念股","BK1594":"碳中和概念股","BK1522":"燃料电池","BK1539":"汽车股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201240745267c6e555f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2205907841","content_text":"本期投资提示：比亚迪官宣涨价，开始向全车型盈利时代挺进，新能源开启良性商业循环新周期。比亚迪官宣自2 月1 日其旗下车型涨价1000~7000 元不等。经过终端走访我们了解到：①元Pro 涨7000 元；②秦DMi 涨3000 元；③唐DMi 涨3000 元；④宋Pro DMi 涨1000元；⑤汉EV 涨5000 元；⑥秦Plus EV 涨3000 元。近期市场调整较多，主要是担心国补退坡后对新能源需求的影响。而通过我们实际终端走访发现，1 月终端需求预计在30 万左右，考虑到此前提到的春节交期减少（-4~5w 台）、比亚迪西安工厂发运受阻（-2w 台），以及特斯拉继续海外交付（-4w 台）的因素，实际表现属于符合预期。而比亚迪通过此次涨价，将有效消化国补退坡、原材料成本上涨带来的车型盈利压力（21 年Q4 相比Q3 原材料成本预计影响毛利率1pct+），更显示出其对终端需求的信心。且主销的DMi 车型涨价幅度有限，将不会对其2022 年销量有明显影响；而高低端车型调价又能很好得弥补整体盈利水平。因此，我们预计今年比亚迪整车业务的单车盈利有望显著好于去年Q3 及Q4。随着下半年原材料压力的逐步缓解，单车净利有望冲击4k-5k 区间。良性的商业循环新周期，将是未来行业健康成长的新基础和新逻辑。比亚迪作为垂直一体化的典范，将率先拉开这一张大幕。全面看好工程能力的兑现度，看好新车周期的销量释放。稳预期，新能源汽车购置税减免政策有望继续延长。现行的新能源汽车支持政策主要有购置补贴、免征购置税、免征车船税三项，其中购置补贴正在逐步退坡且2022 年将是新能源车补贴的最后一年。新能源汽车免征购置税政策已经经历2017 年年底、2020 年初两次延长，原计划免征期截止到2022 年底。1 月18 日工信部召开节能与新能源汽车产业发展部际联席会议2022 年度工作会议，会议提出“尽早研究明确新能源汽车车购税优惠延续等支持政策，完善积分管理要求，稳定市场预期”，按此信号新能源汽车购置税优惠政策第三次延长已基本明确。按国内车辆购置税计算方法，10 万元国产车可省8500+元，多数新能源车可享受超万元减免。若政策顺利落地，一方面将进一步提升消费者购车欲望，另一方面也将缓解价格传导对车企利润端压力。乘用车终端折扣波动更新——1 月需求如预期地被逐步激活，豪华品牌率先发力。通过终端走访和爬虫数据反馈，1 月豪华品牌折扣率显著提升，部分合资品牌也略有增加，自主品牌仍较为坚挺。其中：①北京奔驰环比12 月同期增加3.7pct 折扣率，约1.5 万元。由此，奔驰1 月上半月上险数环比12 月同期提升约50%；②华晨宝马环比12 月同期提升1.9pct 折扣率，约0.7 万元。对应品牌1 月上半月上险量环比12 月同期提升约100%；③ 一汽大众环比12 月同期增加1.5pct 折扣率，约0.2~0.3 万元。主流自主品牌折扣率环比12 月相对稳定，表现出了更为紧俏的供需关系。但随着供给逐步改善，主流品牌1月需求仍然环比12 月有10%~15%不等的改善。投资分析意见：全面看多中国汽车工业的崛起，整车及供应链都将在这次商业模式及竞争关系的重构中获得极大的增长。看好积极转型中的头部整车厂，推荐吉利、比亚迪、长城、上汽集团。看好受益二轮车新国标更换、管理层内部改善的龙头爱玛科技。混动产业链带来零部件新增量，发动机控制方面推荐菱电电控，三合一赛道的关注巨一科技、卧龙电驱、精进电动，小三合领域关注欣锐科技；热管理领域推荐三花智控、拓普集团。零部件方面三条主线：①进口替代顺畅、格局优秀的板块：推荐新泉股份、福耀玻璃、星宇股份；②受益智能化配置的汽车电子标的：华阳集团、德赛西威、科博达，湘油泵，关注合兴股份；③轻量化板块：推荐爱柯迪、华峰铝业，关注合力科技、文灿股份、旭升股份、泉峰汽车。核心风险：供应链缺芯风险，车市折扣与销量数据改善不及预期。","news_type":1,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"002594":1,"06838":1,"01211":1,"000941.SH":1,"00285":1}},"isVote":1,"tweetType":1,"viewCount":2923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630191022,"gmtCreate":1642730713658,"gmtModify":1642730714057,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630191022","repostId":"2204091918","repostType":2,"repost":{"id":"2204091918","kind":"news","pubTimestamp":1642689904,"share":"https://www.laohu8.com/m/news/2204091918?lang=zh_CN&edition=full","pubTime":"2022-01-20 22:45","market":"us","language":"zh","title":"快讯| 美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，理想汽车涨3.23%，Rivian涨3.17%，小鹏汽车涨2.53%，特斯拉涨2.4%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2204091918","media":"腾讯自选股","summary":"美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，理想汽车涨3.23%，Rivian涨3.17%，小鹏汽车涨2.53%，特斯拉涨2.4%。","content":"<html><body><article><p>美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.23%，Rivian涨3.17%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.53%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.4%。</p></article></body></html>","source":"tencent","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>快讯| 美股新能源车板块普涨，蔚来汽车涨近5%，法拉第未来涨4.77%，LucidGroup涨4.53%，理想汽车涨3.23%，Rivian涨3.17%，小鹏汽车涨2.53%，特斯拉涨2.4%。</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{ 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022012022445379068a50&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"161028":"新能源车","399417":"新能源车","NIO":"蔚来","LI":"理想汽车","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","BK4550":"红杉资本持仓","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","XPEV":"小鹏汽车","BK4551":"寇图资本持仓","BK1588":"回港中概股","BK1575":"同股不同权","BK4527":"明星科技股","TSLA":"特斯拉","BK4526":"热门中概股","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","02015":"理想汽车-W","BK1587":"次新股","BK4555":"新能源车","RIVN":"Rivian Automotive, 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href=\"http://hk.jrj.com.cn/2022/01/20232534180327.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","BK1588":"回港中概股","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1539":"汽车股","BK4505":"高瓴资本持仓","NIO":"蔚来","BK4504":"桥水持仓","09868":"小鹏汽车-W","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"http://hk.jrj.com.cn/2022/01/20232534180327.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204171094","content_text":"格隆汇1月20日丨FFIE、蔚来、小牛电动、小鹏汽车、图森未来涨超5%，理想汽车涨3.7%、特斯拉涨2.7%、福特涨1.2%。","news_type":1,"symbols_score_info":{"161028":1,"399417":1,"NIO":1,"09868":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630199965,"gmtCreate":1642730355358,"gmtModify":1642730355833,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"themes":[],"htmlText":"GM 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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697816617","repostId":"2204234177","repostType":2,"repost":{"id":"2204234177","kind":"news","pubTimestamp":1642375564,"share":"https://www.laohu8.com/m/news/2204234177?lang=zh_CN&edition=full","pubTime":"2022-01-17 07:26","market":"hk","language":"zh","title":"Type-C接口iPhone问世后大获成功 全球第二款来了：更完美","url":"https://stock-news.laohu8.com/highlight/detail?id=2204234177","media":"快科技2018","summary":"去年10月，工科在校生Ken Pillonel通过“魔改”，将一部iPhone X从Lightning闪电接口换成了USB-C接口，因为过程透明、效果趋近完美，手机最终在eBay上以86001美元的价格成交。与此同时，接口改造的项目也被Pillonel开源化，这启发了Gernot Jbstl，后者也出手魔改出一款新的iPhone X手机，这次的厉害之处在于，添加了对IPX8防水功能的支持。Jbstl打算1月19日在eBay上架这款防水的USB-C接口iPhone X，大家认为能超过上一款8.6万美元的成交价吗？","content":"<html><body><p cms-style=\"font-L\">去年10月，工科在校生Ken Pillonel通过“魔改”，将一部iPhone X从Lightning闪电接口换成了USB-C接口，因为过程透明、效果趋近完美，手机最终在<a href=\"https://laohu8.com/S/EBAY\">eBay</a>上以86001美元的价格（约合54.6万元）成交。</p>\n<p cms-style=\"font-L\">与此同时，接口改造的项目也被Pillonel开源化，这启发了Gernot Jöbstl，后者也出手魔改出一款新的iPhone X手机，<font cms-style=\"font-L strong-Bold\">这次的厉害之处在于，添加了对IPX8防水功能的支持。</font></p>\n<figure>\n<img h=\"335\" src=\"http://n.sinaimg.cn/spider20220117/135/w600h335/20220117/0121-b9c5cb5914ff1f320c2e9ef5f1895d1b.jpg\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">据Jöbstl介绍，他使用了20%的碳纤维端口材料，并且使用了强力胶水固定。由于公差原因，仔细观察的话，能看到端口附近少量溢胶。</p>\n<p cms-style=\"font-L\">不过，从视频来看，开机在自来水下冲凉，毫无问题。</p>\n<p cms-style=\"font-L\">Jöbstl打算1月19日在eBay上架这款防水的USB-C接口iPhone X，大家认为能超过上一款8.6万美元的成交价吗？</p>\n<figure>\n<img h=\"335\" src=\"http://n.sinaimg.cn/spider20220117/135/w600h335/20220117/9e03-dfe88672362f6553b90a35a3ae4eb169.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>Type-C接口iPhone问世后大获成功 全球第二款来了：更完美</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nType-C接口iPhone问世后大获成功 全球第二款来了：更完美\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 07:26 北京时间 <a href=https://tech.sina.cn/mobile/xp/2022-01-17/detail-ikyamrmz5612990.d.html?vt=4><strong>快科技2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年10月，工科在校生Ken Pillonel通过“魔改”，将一部iPhone X从Lightning闪电接口换成了USB-C接口，因为过程透明、效果趋近完美，手机最终在eBay上以86001美元的价格（约合54.6万元）成交。\n与此同时，接口改造的项目也被Pillonel开源化，这启发了Gernot Jöbstl，后者也出手魔改出一款新的iPhone X手机，这次的厉害之处在于，添加了对IPX8...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2022-01-17/detail-ikyamrmz5612990.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220117/84ca-eb670218b89c5a6c28b11fa4054bcd29.jpg/w120h90l50t1e2a.jpg","relate_stocks":{"BK4566":"资本集团","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4507":"流媒体概念","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4515":"5G概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4559":"巴菲特持仓"},"source_url":"https://tech.sina.cn/mobile/xp/2022-01-17/detail-ikyamrmz5612990.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204234177","content_text":"去年10月，工科在校生Ken Pillonel通过“魔改”，将一部iPhone X从Lightning闪电接口换成了USB-C接口，因为过程透明、效果趋近完美，手机最终在eBay上以86001美元的价格（约合54.6万元）成交。\n与此同时，接口改造的项目也被Pillonel开源化，这启发了Gernot Jöbstl，后者也出手魔改出一款新的iPhone X手机，这次的厉害之处在于，添加了对IPX8防水功能的支持。\n\n\n\n\n据Jöbstl介绍，他使用了20%的碳纤维端口材料，并且使用了强力胶水固定。由于公差原因，仔细观察的话，能看到端口附近少量溢胶。\n不过，从视频来看，开机在自来水下冲凉，毫无问题。\nJöbstl打算1月19日在eBay上架这款防水的USB-C接口iPhone X，大家认为能超过上一款8.6万美元的成交价吗？","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":4689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697816189,"gmtCreate":1642399403866,"gmtModify":1642399404244,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"themes":[],"htmlText":"Nice, hope Nio exploring South East Asian Market ","listText":"Nice, hope Nio exploring South East Asian Market ","text":"Nice, hope Nio exploring South East Asian 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Air），则偏向于应用软件层面，它一般是迭代更新的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022011708011477f82d05&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>面向挪威ES8用户，蔚来首次在中国以外市场开启FOTA</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022011708011477f82d05&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4555":"新能源车","NIO":"蔚来","BK4099":"汽车制造商","BK4526":"热门中概股","BK4531":"中概回港概念","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4505":"高瓴资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022011708011477f82d05&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2204729013","content_text":"近日，中国智能电动汽车公司蔚来宣布，已开始向挪威ES8用户推送新版智能操作系统Aspen 3.0.5 NO。这是蔚来首次在中国以外市场开启远程固件升级FOTA（Firmware Over-The-Air）。FOTA更侧重终端固件升级，指的是给汽车下载一个完整的固件镜像或者修补现有的固件。另一种软件升级 SOTA（Software Over The Air），则偏向于应用软件层面，它一般是迭代更新的“增量”，类似于“补丁”。蔚来将NT1平台车型的智能操作系统名为Aspen，挪威销售的ES8目前搭载的是为当地用户定制的智能操作系统Aspen 3.0.0 NO，系统语言为挪威语和英语。本次推送的Aspen 3.0.5 NO更新部分包括新增低温环境下手动电池充电预热 、延长远程空调预热时间、巡航模式加电助手，新增用户反馈渠道NOMI Debug等一系列内容。2020年5月，蔚来发布挪威战略，正式进入挪威市场。这是蔚来进入中国以外市场的第一步。蔚来在挪威将自建由车、服务、数字体验和生活方式构成的完整运营体系2020年6月，ES8获得欧盟整车型式认证（EWVTA）。这标志着出口欧洲的ES8可以量产并在欧盟境内所有国家正式上牌注册。2020年9月，蔚来ES8在挪威上市并开启用户交付。“蔚来中心 | 奥斯陆”（NIO House | Oslo）10月1日正式对外营业。2022年底前，蔚来将在挪威建设20座第二代换电站，覆盖挪威前5大城市及主要高速。智能电动旗舰轿车ET7将在今年正式进入挪威市场。2022年，蔚来还将在挪威卑尔根、斯塔万格、特隆赫姆和克里斯蒂安桑建设四座蔚来空间（NIO Space）。2021年，蔚来卖出91429台新车，超越理想的90491台，少于小鹏的98155台，排名造车新势力第二。在2021蔚来日上，蔚来正式发布中型智能电动轿跑ET5。独享电动汽车市场红利多年的特斯拉Model 3，终于迎来一位旗鼓相当的中国对手。性能上，蔚来ET5采用前150千瓦，后210千瓦双电机配置，最大马力360千瓦，峰值扭矩700牛米，百公里加速时间4.3秒，8种驾驶模式，风阻系数0.24，50比50静态荷载比，前后五连杆悬架。配备75度、100度和150度三种电池容量，提供550公里、700公里和1000+公里续航表现。自动驾驶能力上，蔚来ET5全系标配新一代自动驾驶系统NAD，标配Aquila蔚来超感系统和ADAM蔚来超算平台。全车共计配载33个传感器，其中有1个激光雷达，采用与蔚来ET7相同的瞭望塔式布局。自动驾驶芯片与ET7一样，采用4颗英伟达Drive Orin芯片，总算力达到1016Tops。蔚来ET5先期发布两款电池容量车型：75度电车型售价32.8万，100度电车型售价38.6万，完整自动驾驶功能按月订阅，月费680元，预售当日开始，蔚来ET5将于2022年9月开启交付。蔚来创始人、董事长、CEO李斌在现场表示：“2022年，我们将持续加大对产品与技术的投入，加快服务网络布局，并进入更多市场，蔚来对此充满信心。”","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697972401,"gmtCreate":1642247496132,"gmtModify":1642247496497,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697972401","repostId":"1134509683","repostType":4,"repost":{"id":"1134509683","kind":"news","pubTimestamp":1641612579,"share":"https://www.laohu8.com/m/news/1134509683?lang=zh_CN&edition=full","pubTime":"2022-01-08 11:29","market":"us","language":"en","title":"3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134509683","media":"Motley Fool","summary":"These three COVID-19 stocks could rake in a tremendous amount of cash this year.","content":"<p><html><head></head><body>It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>这是新的一年，新冠肺炎仍然和我们在一起。去年，我们看到医疗保健领域多种新冠疫苗和治疗方法获得了紧急使用授权。制药公司将在2022年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值3100亿美元的大型公司，预计其新冠疫苗和抗病毒药物的销售额将不会是10亿或100亿美元，而是超过500亿美元。斗志昂扬<b>Novavax</b>（纳斯达克：NVAX）终于在全球范围内推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>维尔生物技术</b>（纳斯达克：维尔）。对于这家小型生物技术公司来说，它的一种药物很容易成为价值10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的避风港</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·巴德威尔（辉瑞）：</b>辉瑞是新冠肺炎制药产品无可争议的冠军。仅在2022年，华尔街预计这家制药巨头的新型冠状病毒疫苗Comirnaty和口服抗病毒药物Paxlovid的销售额就将达到550亿美元。</blockquote></p><p>What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受Paxlovid可能在当前十年内成为该公司可持续收入来源的想法。当该药物上个月首次被美国食品和药物管理局根据紧急使用授权途径允许上市时，华尔街认为从商业角度来看，Paxlovid可能会在一年左右的时间内达到顶峰，然后随着疫情从视野中消失，销售额急剧下降。</blockquote></p><p>But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次获得批准还不到三周，令人痛苦的是，很明显，Paxlovid可能需要作为未来几年COVID-19最坏结果的故障保险。毕竟，高传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着，辉瑞应该是少数几家在新冠肺炎拥有可观、长期收入来源的大型制药商之一。反过来，在可预见的未来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及雄心勃勃的业务发展计划。</blockquote></p><p>So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够抵御极高通胀和利率上升双重阻力的股票，辉瑞可能值得一试。</blockquote></p><p><b>Revenue forecasts for Novavax: $2 billion to $8 billion</b></p><p><blockquote><b>Novavax的收入预测：20亿至80亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax今年正处于伟大的边缘。该公司的股价跌至每股125美元。这就是它在2021年开始的地方，所以去年该股几乎遭受了洗盘。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在2月份，当Novavax报告其新冠疫苗的积极3期数据时，股价就飙升至300美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人说它的疫苗是同类产品中最好的，但扩大约20亿剂疫苗的合同生产说起来容易做起来难。这些现实导致该股较高点下跌约60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax的收入已经达到了10亿美元大关，因此由于所有的预订，其疫苗甚至在获得批准之前就已经一鸣惊人。现在，全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度收益看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的生产能力。该公司预计将继续扩大规模，并预测2022年将分发20亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购了1亿剂疫苗），我们粗略计算出收入为320亿美元。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。尽管该公司对其价格保持沉默，但丹麦早在8月份就表示，根据欧盟(EU)协议，它为每剂疫苗支付了近21美元。欧盟已经订购了2亿剂，因此仅在欧洲的销售额就超过40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师非常保守，对Novavax 2022年的预测在20亿至80亿美元之间。（该公司的市值为90亿美元。）虽然一路上可能会出现一些问题，但Novavax肯定会在2022年从其COVID-19疫苗中赚取数十亿美元。如果该公司确实像其所说的那样交付20亿剂疫苗，该股可能会有大幅上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场全靠自己</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（Vir Biotechnology）：</b>奥密克戎变种目前猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来公司</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生</b>被认为对当前变体的活性显著降低。这样就只剩下一种对奥密克戎有效的输液了--<b>葛兰素史克</b>以及Vir Biotechnology的sotrovimab。这种单克隆抗体先前证明，在轻度至中度新冠肺炎和进展为重度疾病的高风险成人中，住院和死亡风险降低了79%。它是目前唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为唯一的单克隆抗体将有其特权。2021年前9个月，REGEN-COV带来了35亿美元的产品净销售额，而礼来公司的抗体组合带来了11.7亿美元。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院挤满了病人，任何有助于缓解系统压力的东西都可能受到高度追捧。</blockquote></p><p>And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的Paxlovid将极大地有利于减轻医疗保健系统的COVID-19负担，但这种口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像是常用处方药的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的止痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，表达了对Paxlovid可能的药物相互作用的担忧，这为sotrovimab继续广泛使用留下了充足的空间。根据与GSK的协议，Vir获得了sotrovimab销售额的72.5%，这家价值44亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-08 11:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>这是新的一年，新冠肺炎仍然和我们在一起。去年，我们看到医疗保健领域多种新冠疫苗和治疗方法获得了紧急使用授权。制药公司将在2022年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值3100亿美元的大型公司，预计其新冠疫苗和抗病毒药物的销售额将不会是10亿或100亿美元，而是超过500亿美元。斗志昂扬<b>Novavax</b>（纳斯达克：NVAX）终于在全球范围内推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>维尔生物技术</b>（纳斯达克：维尔）。对于这家小型生物技术公司来说，它的一种药物很容易成为价值10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的避风港</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·巴德威尔（辉瑞）：</b>辉瑞是新冠肺炎制药产品无可争议的冠军。仅在2022年，华尔街预计这家制药巨头的新型冠状病毒疫苗Comirnaty和口服抗病毒药物Paxlovid的销售额就将达到550亿美元。</blockquote></p><p>What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受Paxlovid可能在当前十年内成为该公司可持续收入来源的想法。当该药物上个月首次被美国食品和药物管理局根据紧急使用授权途径允许上市时，华尔街认为从商业角度来看，Paxlovid可能会在一年左右的时间内达到顶峰，然后随着疫情从视野中消失，销售额急剧下降。</blockquote></p><p>But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次获得批准还不到三周，令人痛苦的是，很明显，Paxlovid可能需要作为未来几年COVID-19最坏结果的故障保险。毕竟，高传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着，辉瑞应该是少数几家在新冠肺炎拥有可观、长期收入来源的大型制药商之一。反过来，在可预见的未来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及雄心勃勃的业务发展计划。</blockquote></p><p>So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够抵御极高通胀和利率上升双重阻力的股票，辉瑞可能值得一试。</blockquote></p><p><b>Revenue forecasts for Novavax: $2 billion to $8 billion</b></p><p><blockquote><b>Novavax的收入预测：20亿至80亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax今年正处于伟大的边缘。该公司的股价跌至每股125美元。这就是它在2021年开始的地方，所以去年该股几乎遭受了洗盘。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在2月份，当Novavax报告其新冠疫苗的积极3期数据时，股价就飙升至300美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人说它的疫苗是同类产品中最好的，但扩大约20亿剂疫苗的合同生产说起来容易做起来难。这些现实导致该股较高点下跌约60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax的收入已经达到了10亿美元大关，因此由于所有的预订，其疫苗甚至在获得批准之前就已经一鸣惊人。现在，全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度收益看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的生产能力。该公司预计将继续扩大规模，并预测2022年将分发20亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购了1亿剂疫苗），我们粗略计算出收入为320亿美元。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。尽管该公司对其价格保持沉默，但丹麦早在8月份就表示，根据欧盟(EU)协议，它为每剂疫苗支付了近21美元。欧盟已经订购了2亿剂，因此仅在欧洲的销售额就超过40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师非常保守，对Novavax 2022年的预测在20亿至80亿美元之间。（该公司的市值为90亿美元。）虽然一路上可能会出现一些问题，但Novavax肯定会在2022年从其COVID-19疫苗中赚取数十亿美元。如果该公司确实像其所说的那样交付20亿剂疫苗，该股可能会有大幅上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场全靠自己</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（Vir Biotechnology）：</b>奥密克戎变种目前猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来公司</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生</b>被认为对当前变体的活性显著降低。这样就只剩下一种对奥密克戎有效的输液了--<b>葛兰素史克</b>以及Vir Biotechnology的sotrovimab。这种单克隆抗体先前证明，在轻度至中度新冠肺炎和进展为重度疾病的高风险成人中，住院和死亡风险降低了79%。它是目前唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为唯一的单克隆抗体将有其特权。2021年前9个月，REGEN-COV带来了35亿美元的产品净销售额，而礼来公司的抗体组合带来了11.7亿美元。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院挤满了病人，任何有助于缓解系统压力的东西都可能受到高度追捧。</blockquote></p><p>And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的Paxlovid将极大地有利于减轻医疗保健系统的COVID-19负担，但这种口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像是常用处方药的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的止痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，表达了对Paxlovid可能的药物相互作用的担忧，这为sotrovimab继续广泛使用留下了充足的空间。根据与GSK的协议，Vir获得了sotrovimab销售额的72.5%，这家价值44亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/\">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":{"PFE":"辉瑞","VIR":"Vir Biotechnology, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134509683","content_text":"It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.IMAGE SOURCE: GETTY IMAGES.A safe harbor in stormy weatherGeorge Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.Revenue forecasts for Novavax: $2 billion to $8 billionTaylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.The antibody market all to itselfPatrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.","news_type":1,"symbols_score_info":{"PFE":0.9,"VIR":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}