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TK360
TK360
·
2022-01-25
Nice for IBM
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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
These three COVID-19 stocks could rake in a tremendous amount of cash this year.
3 COVID Stocks That Will Make Billions in 2022
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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":2316,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574766349354741","authorIdStr":"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=&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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201240745267c6e555f&s=b\">Web Link</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","BK1149":"通信设备","06838":"盈利时","BK1227":"服装、服饰与奢侈品","BK1119":"汽车制造商","BK1594":"碳中和概念股","BK1522":"燃料电池","BK1589":"北水核心资产","01211":"比亚迪股份","BK1539":"汽车股","00285":"比亚迪电子","BK1582":"深圳本地概念股","002594":"比亚迪","BK1580":"烟草概念","BK1540":"电池","BK1515":"抗疫概念","000941.SH":"新能源","BK1504":"苹果概念","BK1509":"特斯拉概念股","BK1607":"新IT概念"},"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},"isVote":1,"tweetType":1,"viewCount":2123,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574766349354741","authorIdStr":"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=&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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Link</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","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","09868":"小鹏汽车-W","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1539":"汽车股","BK1588":"回港中概股","BK4509":"腾讯概念","XPEV":"小鹏汽车","BK4526":"热门中概股","BK1119":"汽车制造商","BK1587":"次新股","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商"},"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},"isVote":1,"tweetType":1,"viewCount":1767,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574766349354741","authorIdStr":"3574766349354741"},"themes":[],"htmlText":"GM EV, looking forward ","listText":"GM EV, looking forward ","text":"GM EV, looking forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630199965","repostId":"1174954689","repostType":2,"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630190431,"gmtCreate":1642730252376,"gmtModify":1642730252828,"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574766349354741","authorIdStr":"3574766349354741"},"themes":[],"htmlText":"Nice info","listText":"Nice info","text":"Nice 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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=&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\">Web Link</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":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4559":"巴菲特持仓","BK4505":"高瓴资本持仓","BK4527":"明星科技股","BK4501":"段永平概念","AAPL":"苹果","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓"},"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},"isVote":1,"tweetType":1,"viewCount":2190,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574766349354741","authorIdStr":"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 Market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697816189","repostId":"2204729013","repostType":2,"repost":{"id":"2204729013","kind":"news","pubTimestamp":1642377600,"share":"https://www.laohu8.com/m/news/2204729013?lang=&edition=full","pubTime":"2022-01-17 08:00","market":"us","language":"zh","title":"面向挪威ES8用户,蔚来首次在中国以外市场开启FOTA","url":"https://stock-news.laohu8.com/highlight/detail?id=2204729013","media":"界面新闻","summary":"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。","content":"<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022011708011477f82d05&s=b\">Web Link</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 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; 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022011708011477f82d05&s=b\">Web Link</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","NIO":"蔚来","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4526":"热门中概股","BK4555":"新能源车","BK4509":"腾讯概念"},"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},"isVote":1,"tweetType":1,"viewCount":1912,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574766349354741","authorIdStr":"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=&edition=full","pubTime":"2022-01-08 11:29","market":"us","language":"en","title":"3 COVID Stocks That Will Make Billions in 2022","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":"<html><head></head><body><p>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><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 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><b>A safe harbor in stormy weather</b></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>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>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>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>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><b>Revenue forecasts for Novavax: $2 billion to $8 billion</b></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>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>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>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>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><b>The antibody market all to itself</b></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>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>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></body></html>","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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Will Make Billions in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-08 11:29 GMT+8 <a href=https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞","VIR":"Vir Biotechnology, Inc."},"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},"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}