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- SaltaeSaltae
  ·2021-06-18
  An article that doesnt take into account the cpu market growth by AMD, purely speculative
  1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>
  The graphics specialist enjoys a huge advantage over its smaller rival in an important market.
  1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>
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- SaltaeSaltae
  ·2021-02-19
  For daily
  GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>
  Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressiona
  GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>
  3,078 评论
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- SaltaeSaltae
  ·2021-02-18
  Draaamaaaa
  非常抱歉，此主贴已删除
  1,767 评论
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- SaltaeSaltae
  ·2021-02-17
  For the coins!
  Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>
  Speculation about an all-electric, self-driving car produced by Apple just won’t die. Now Japanese c
  Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>
  1,747 评论
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- SaltaeSaltae
  ·2021-02-16
  Great
  非常抱歉，此主贴已删除
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- SaltaeSaltae
  ·2021-02-02
  💎🖐
  非常抱歉，此主贴已删除
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:"3574863478252201","authorId":"3574863478252201","name":"Saltae","avatar":"https://static.tigerbbs.com/707c90db06b44c55897865aea5702556","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574863478252201","idStr":"3574863478252201"},"themes":[],"title":"","htmlText":"An article that doesnt take into account the cpu market growth by AMD, purely speculative&nbsp;","listText":"An article that doesnt take into account the cpu market growth by AMD, purely speculative&nbsp;","text":"An article that doesnt take into account the cpu market growth by AMD, purely speculative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166197180","repostId":"1197160756","repostType":2,"repost":{"id":"1197160756","kind":"news","pubTimestamp":1623980251,"share":"https://www.laohunote.com/m/news/1197160756?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><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>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</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>1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA<blockquote>抛售 AMD 并购买 NVIDIA 的一大理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-18 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>NVIDIA</b>&nbsp;(NASDAQ:NVDA)&nbsp;has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)&nbsp;to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided&nbsp;by Jon Peddie Research.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）尽管做出了最大努力，但仍在独立图形处理单元 (GPU) 市场占据主导地位<b>先进微器件</b>（纳斯达克股票代码：AMD）将在这个利润丰厚的领域获得份额。根据 Jon Peddie Research 提供的最新市场份额数据，NVIDIA 没有表现出失去对显卡市场控制的迹象。</blockquote></p><p> Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p><p><blockquote>让我们看看为什么这对 NVIDIA 来说是个好兆头，并使其成为比主要竞争对手 AMD 更好的选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><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>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIA&nbsp;finished 2020 with&nbsp;82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年结束时控制了82%的独立显卡市场，而AMD占据了其余部分。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched the&nbsp;RTX 30 series cards&nbsp;toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were&nbsp;making a nice dent&nbsp;in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出RTX 30系列显卡以来，该公司一直在输给英伟达。在RTX 30系列卡到来之前，AMD正处于复兴模式——一年前，它的Navi GPU在英伟达的显卡霸主地位上取得了良好的进展。但现在情况已经不同了。</blockquote></p><p> <b>NVIDIA stamps its authority on graphics cards once again</b></p><p><blockquote><b>NVIDIA 再次证明其在显卡领域的权威</b></blockquote></p><p> NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase&nbsp;over the year-ago period's market share of 75%.</p><p><blockquote>英伟达在2020年控制了82%的独立显卡市场，而AMD占据了其余的份额。该公司令人印象深刻的势头已经蔓延到 2021 年，在第一季度占据了 81% 的市场份额。与去年同期 75% 的市场份额相比，这是一个不错的增长。</blockquote></p><p> AMD, on the other hand, lost market share for yet another quarter. The company has been&nbsp;losing ground&nbsp;to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p><p><blockquote>另一方面，AMD 又一个季度失去了市场份额。自英伟达在2020年底推出TX 30系列卡以来，该公司一直在输给英伟达。在 RTX 30 系列显卡问世之前，AMD 正处于复兴模式——其 Navi GPU 正在与一年前 NVIDIA 显卡霸主地位相媲美。但现在情况已经不同了。</blockquote></p><p> Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a&nbsp;jump in the average selling prices&nbsp;(ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p><p><blockquote>Jon Peddie Research 估计，独立 GPU 出货量同比增长 24.4%。由于巨大需求和供应短缺导致平均销售价格 (ASP) 飙升，该市场在第一季度创造了 125 亿美元的收入，比去年同期增长了 370%。英伟达巨大的市场份额意味着它从这次飙升中获益匪浅，这反映在其第一季度的业绩中。</blockquote></p><p> NVIDIA's gaming revenue more than doubled&nbsp;year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p><p><blockquote>2022 财年第一季度，英伟达的游戏收入同比增长一倍多，达到 27.6 亿美元。AMD 的计算和图形部门（还包括 Ryzen 台式机和笔记本电脑处理器的销售）在第一季度以相对较慢的速度同比增长 46%，达到 21 亿美元。</blockquote></p><p> Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p><p><blockquote>Jon Peddie Research 估计，到 2025 年，独立 GPU 市场价值可能达到 540 亿美元，而去年为 236 亿美元。英伟达的主导地位应该使其能够在未来占据很大一部分份额，特别是考虑到其加强自身地位的举措。</blockquote></p><p> <b>AMD's resistance may not be enough</b></p><p><blockquote><b>AMD的阻力可能还不够</b></blockquote></p><p> AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p><p><blockquote>AMD一直在试图与英伟达抗衡，上季度确实取得了一些进展，市场份额环比增长了一个百分点。然而，AMD现在正在寻求通过一项新技术FidelityFX超级分辨率（FSR）来提升其游戏。这将与英伟达的深度学习超级采样（DLSS）图像放大技术竞争，该技术有助于游戏看起来更好，运行更流畅。</blockquote></p><p> AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p><p><blockquote>AMD的内部测试声称，其新技术可以帮助游戏在超高质量设置下以59%的帧速率运行。该芯片制造商还声称，使用性能设置，FSR可以将某些游戏的游戏性能提高2.5倍。此外，AMD表示，由于其开源性质，FSR支持广泛的硬件，包括100多个处理器和显卡。</blockquote></p><p> FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second&nbsp;generation.</p><p><blockquote>FSR将于6月22日推出，它可能会给AMD在GPU市场带来一个很好的推动。然而，只有时间才能证明这项新技术是否会转化为 AMD 的销售，因为其竞争对手的 DLSS 技术已经进入第二代。</blockquote></p><p> However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p><p><blockquote>然而，值得注意的是，英伟达正试图通过新的发布来覆盖尽可能多的GPU市场。该公司最近发布了RTX 3080 Ti和RTX 3070 Ti GPU，售价分别为1199美元和599美元。NVIDIA为旧显卡的用户提供了升级这些显卡的充分理由。它声称RTX 3080 Ti的速度是旧的GTX 1080 Ti的两倍，而RTX 3070 Ti的性能是RTX 2070 Super的1.5倍。</blockquote></p><p></p><p> NVIDIA is also&nbsp;stepping up its game&nbsp;in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p><p><blockquote>随着入门级显卡的推出，英伟达也在加强其在笔记本电脑市场的博弈。该公司现在提供140多种由RTX 30卡驱动的笔记本电脑型号，价格范围广泛。这使得英伟达在快速增长的游戏笔记本电脑市场占据了稳固的地位，预计到2027年，该市场的收入将达到156亿美元，而2019年为90亿美元。</blockquote></p><p> All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have&nbsp;yet to upgrade&nbsp;to its latest cards.</p><p><blockquote>所有这些都表明，英伟达的游戏业务可以在未来很长一段时间内保持其惊人的增长水平，特别是考虑到大量游戏玩家尚未升级到其最新显卡。</blockquote></p><p> Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a&nbsp;top growth stock&nbsp;to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p><p><blockquote>与此同时，AMD游戏业务的增长远不及英伟达，鉴于后者在这一领域的霸主地位，这种情况不太可能改变。这就是为什么希望利用独立显卡蓬勃发展的市场并将一只顶级增长股票添加到其投资组合中的投资者应该选择 NVIDIA。游戏是其最大的收入来源，这项业务可能会在很长一段时间内保持火爆。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">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":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387957091,"gmtCreate":1613713491813,"gmtModify":1634552534447,"author":{"id":"3574863478252201","authorId":"3574863478252201","name":"Saltae","avatar":"https://static.tigerbbs.com/707c90db06b44c55897865aea5702556","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574863478252201","idStr":"3574863478252201"},"themes":[],"title":"","htmlText":"For daily","listText":"For daily","text":"For daily","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387957091","repostId":"1103921295","repostType":4,"repost":{"id":"1103921295","kind":"news","pubTimestamp":1613706165,"share":"https://www.laohunote.com/m/news/1103921295?lang=zh_CN&edition=full","pubTime":"2021-02-19 11:42","market":"us","language":"en","title":"GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103921295","media":"Marketwatch","summary":"Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressiona","content":"<p>  <b>Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressional hearing on GameStop’s rise and fall.</b>  YOLO? Maybe not quite so.</p><p><blockquote><b>Robinhood 首席执行官 Vlad Tenev 在国会关于游戏驿站兴衰的听证会上讨论了平均账户规模和用户人口统计数据。</b>YOLO？也许不完全是这样。</blockquote></p><p> During the GameStop trading frenzy, some observers worried many rookie retail investors banding together on sites like Reddit’s WallStreetBets would bet big — a so-called “YOLO trade” in the forum’sslang— andend up losing badly.</p><p><blockquote>在游戏驿站交易狂潮期间，一些观察家担心，许多在 Reddit 的 WallStreetBets 等网站上聚集在一起的新手散户投资者会下大注--用论坛术语来说就是所谓的 “YOLO 交易”--最终损失惨重。</blockquote></p><p> No doubt, this wasa serious event that rocked the stock market, bringing it “dangerously close” to collapse, according to Thomas Peterffy, founder and chairman of Interactive Brokers Group.</p><p><blockquote>盈透证券集团（Interactive Brokers Group）创始人兼董事长托马斯-彼得菲（Thomas Peterffy）表示，毫无疑问，这一 wasa 严重事件震撼了股市，使股市 “危险地 ”接近崩溃。</blockquote></p><p> But at a closely-watched congressional hearing Thursday on the rise and fall of GameStop shares and other so-called “meme stocks,” statements by one of the key players in the trading firestorm revealed that young investors generally aren’t betting big to reap quick gains.</p><p><blockquote>但在周四就游戏驿站股票和其他所谓 “迷因股票 ”的涨跌举行的备受关注的国会听证会上，这场交易风暴的关键人物之一的声明显示，年轻投资者一般不会为了快速获利而下大赌注。</blockquote></p><p> “Contrary to some very misleading and highly uninformed reports, we see evidence that most of our customers are investing for the long term,” said Vlad Tenev, CEO of Robinhood, the popular trading platform that caughtmassive irefor temporarily restricting trades on GameStopGME,-11.43%,AMC EntertainmentAMC,-0.72%and several other companies. As the hearing continued, he repeated that point under lawmaker questions.</p><p><blockquote>“Robinhood 的首席执行官弗拉德-特涅夫（Vlad Tenev）说：”与一些非常误导性和高度不知情的报道相反，我们看到的证据表明，我们的大多数客户都在进行长期投资。随着听证会的继续，他在立法者的提问下重复了这一点。</blockquote></p><p> “What we see is generally not consistent with popular memes suggesting that most of our brokerage customers are unsophisticated day traders taking inordinate risks with large sums of money on complex financial products,”Tenev wrote in prepared testimony submitted ahead of the hearing,pushing back on the idea that his companyencouraged reckless tradingon a platform with 13 million users.</p><p><blockquote>“特内夫在听证会前提交的准备好的证词中写道：”我们所看到的情况总体上与流行的备忘录不一致，这些备忘录认为我们的大多数经纪客户都是不成熟的日内交易者，他们在复杂的金融产品上投入大量资金，承担过大的风险，”特内夫反驳了他的公司鼓励在一个拥有 1300 万用户的平台上进行鲁莽交易的说法。</blockquote></p><p> Just 2% of Robinhood users qualified as “pattern day traders” who made four or more trades within five business days, he said. Thirteen percent traded basic options contracts, which can be higher risk, higher reward than straight-ahead buying or selling.</p><p><blockquote>他说，只有 2% 的 Robinhood 用户有资格成为 “模式日交易者 ”，他们在五个工作日内进行了四笔或四笔以上的交易。13%的人交易基本期权合约，这可能比直接买入或卖出风险更高，回报更高。</blockquote></p><p> In the face of some pointed questions, he also insisted Robinhood isn’t trying to turn the user experience into a game. “We know investing is serious and that’s why most of our customers are buy and hold,” he said.</p><p><blockquote>面对一些尖锐的问题，他还坚称 Robinhood 并没有试图将用户体验变成游戏。“他说：”我们知道投资是严肃的，这也是我们大多数客户买入并持有的原因。</blockquote></p><p> (Before the GameStop saga, Massachusetts state regulators filed a complaint against Robinhood for allegedly making trading seem too fun until loses occur. The company previously said itdisputes the allegation.)</p><p><blockquote>（在游戏驿站事件发生之前，马萨诸塞州监管机构对 Robinhood 提起诉讼，指控其在亏损发生之前让交易显得过于有趣。该公司此前曾表示对这一指控提出异议。）</blockquote></p><p> Tenev and lawmakershave sparredon what Robinhood should and shouldn’t have done during the GameStop saga. GameStop shares once traded at a high point of $483. By Thursday’s market close, GameStop shares were $40.69.</p><p><blockquote>特内夫和立法者们争论罗宾汉在游戏驿站事件中应该做什么和不应该做什么。游戏驿站股价一度触及483美元的高点。截至周四收盘，游戏驿站股价为 40.69 美元。</blockquote></p><p> But either way, Tenev’s testimony gave an interesting peek at who the newest retail investors are and how much money they are pouring into the market. After all, retail investors were already increasingly entering the stock market before the GameStop drama started.</p><p><blockquote>但无论如何，特内夫的证词都让我们有趣地看到了最新的散户投资者是谁，以及他们向市场投入了多少资金。毕竟，在游戏驿站闹剧开始之前，散户投资者已经越来越多地进入股市。</blockquote></p><p> Fifty-five percent of Americans directly own stock, according to aGallup surveylast year, while 32% of 18- to 29-year-olds said they owned stock.</p><p><blockquote>根据阿盖洛普去年的调查，55%的美国人直接拥有股票，而32%的18至29岁的人表示他们拥有股票。</blockquote></p><p> The median age of Robinhood investors is 31 and half of users say they are first-time investors. The median account size is about $240, according to Tenev’s statement, and the average account size is about $5,000.</p><p><blockquote>Robinhood 投资者的平均年龄为 31 岁，一半的用户表示他们是首次投资者。根据 Tenev 的声明，账户规模中位数约为 240 美元，平均账户规模约为 5000 美元。</blockquote></p><p> The fact that 13% of Robinhood users are trading options gives some advocates pause. Barbara Roper, director of investor protection at the Consumer Federation of America,saidthat “strikes us as a pretty high percentage when you consider the characteristics of Robinhood’s customer base (disproportionately young, first-time investors with small accounts).”</p><p><blockquote>13% 的 Robinhood 用户正在交易期权，这一事实让一些支持者犹豫不决。美国消费者联合会投资者保护主管芭芭拉-罗珀（Barbara Roper）说，“考虑到 Robinhood 客户群的特点（不成比例的年轻、账户较小的首次投资者），我们会发现这一比例相当高”。</blockquote></p><p> Robinhood investors also tend to be a slightly more racially diverse crowd, according to Tenev’s testimony. Nine percent of users are Black, compared to 3% at other firms and 16% are Hispanic, versus 7% at other firms, according to Tenev’s statement.</p><p><blockquote>根据 Tenev 的证词，Robinhood 的投资者也往往是一个种族稍微多样化的群体。根据 Tenev 的声明，9% 的用户是黑人，其他公司的这一比例为 3%，16% 是西班牙裔，而其他公司的这一比例为 7%。</blockquote></p><p> “Retail investors making up this new surge are different,” testified Jennifer Schulp, the Cato Institute’s director of financial regulation studies.</p><p><blockquote>“卡托研究所（Cato Institute）金融监管研究主任詹妮弗-舒尔普（Jennifer Schulp）作证说：”构成这一新一轮激增的散户投资者与众不同。</blockquote></p><p> Retail investors are nicknamed as“dumb money”on Wall Street, Schulp said. “I think it’s insulting. I think the term needs to go out the window. I think the GameStop situation is proof the retail investors are revolutionizing the market …. I think the retail investors here are learning by doing, which is one of the best ways to learn.”</p><p><blockquote>舒尔普说，散户投资者在华尔街被戏称为 “傻钱 ”。“我认为这是一种侮辱。我认为这个词需要被淘汰。我认为游戏驿站的情况证明散户投资者正在彻底改变市场.我认为这里的散户投资者正在边做边学，这是最好的学习方式之一。”</blockquote></p><p> She pointed to research from theFINRA Investor Education Foundationreleased earlier this month digging into the demographics and account balances of new retail investors.</p><p><blockquote>她指出，FINRA 投资者教育基金会本月早些时候发布的研究深入研究了新散户投资者的人口统计数据和账户余额。</blockquote></p><p> One-third of new investors who opened a taxable investment account for the first time in 2020 said they had account balances of less than $500, versus 16% of experienced investors. Twenty-three percent of new investors had account balances up to $2,000. Twenty percent of experienced investors had account balances up to $2,000.</p><p><blockquote>2020 年首次开设应税投资账户的新投资者中有三分之一表示，他们的账户余额低于 500 美元，而经验丰富的投资者这一比例为 16%。23%的新投资者账户余额高达2000美元。20% 有经验的投资者的账户余额高达 2,000 美元。</blockquote></p><p></p><p> The survey found a more racially diverse set of new investors, with 17% of new investors being Black. Seven percent of experienced investors are Black, the poll said.</p><p><blockquote>调查发现，新投资者的种族更加多样化，17%的新投资者是黑人。民意调查显示，7% 的经验丰富的投资者是黑人。</blockquote></p><p> As the hearing continued, some lawmakers questioned whether more guardrails need to be in place, while others said lawmakers shouldn’t condescend to retail investors and assume they know best.</p><p><blockquote>随着听证会的继续，一些立法者质疑是否需要设置更多的护栏，而另一些立法者则表示，立法者不应屈尊于散户投资者，并认为他们最了解情况。</blockquote></p><p> “Many Americans feel that the system is stacked against them and no matter what, Wall Street always wins,” said Rep. Maxine Waters, who chairs the House Financial Services Committee. “In this instance, many retail investors appeared motivated by a desire to beat Wall Street at its own game and given the losses that many retail investors have sustained as a result of volatility in the system, there are many whose beliefs that the system is rigged against them has been reinforced.”</p><p><blockquote>“众议院金融服务委员会主席、众议员玛克辛-沃特斯（Maxine Waters）说：”许多美国人认为这个体系对他们不利，无论如何，华尔街总是会赢。“在这种情况下，许多散户投资者似乎是出于在自己的游戏中击败华尔街的愿望，考虑到许多散户投资者因系统波动而遭受的损失，许多人认为系统被操纵了，对他们不利。”</blockquote></p><p> The GameStop saga was a “fundamental change,” said Rep. Patrick McHenry, the ranking Republican on the committee. The swell in trading was propelled by social media and a wealth of new information at investors’ fingertips.</p><p><blockquote>委员会中排名第一的共和党众议员帕特里克-麦克亨利（Patrick McHenry）说，游戏驿站事件是一个 “根本性的变化”。交易量的激增是由社交媒体和投资者唾手可得的大量新信息推动的。</blockquote></p><p> “I think if we’ve learned anything from these past few weeks, it’s that these average everyday investors are pretty darn sophisticated,” McHenry said. “There is wisdom to the crowd.”</p><p><blockquote>“麦克亨利说：”我认为，如果说我们从过去几周中学到了什么，那就是这些普通的日常投资者都非常老练。“人群中有智慧”。</blockquote></p><p> The government needs to make it easier for everyday investors to buy into the market, he said. “Instead of shutting the American public out through new regulations, new forms of taxation or so-called protections, let’s use this opprotunity to side with them.”</p><p><blockquote>他说，政府需要让普通投资者更容易入市。“与其通过新的法规、新的税收形式或所谓的保护措施将美国公众拒之门外，让我们利用这个机会站在他们一边”。</blockquote></p><p> One of the witnesses was Keith Gill, a 34-year-old independent investor with online handles like “Roaring Kitty” who turned his GameStop investment into millions. He made all his investment decisions based on publicly-availabile information, he told Congress.</p><p><blockquote>证人之一是基思-吉尔（Keith Gill），他是一位 34 岁的独立投资者，在网上拥有 “咆哮的小猫 ”这样的账号，他将自己在游戏驿站的投资变成了数百万美元。他告诉国会，他所有的投资决策都是根据公开信息做出的。</blockquote></p><p> “I would be the first to acknowledge that investing in stocks and options is incredibly risky, and it’s so important for people to do their own thorough research before investing,” Gill said. “Folks should be able to freely express their views on a stock, and they should be able to buy or not buy a stock based on those views.”</p><p><blockquote>“吉尔说：”我会第一个承认投资股票和期权风险极大，人们在投资前进行彻底的研究非常重要。“人们应该能够自由地表达自己对股票的看法，他们应该能够根据这些看法购买或不购买股票”。</blockquote></p><p> GameStop shares are up nearly 116% year-to-date. The Dow Jones Industrial Average&nbsp;is up nearly 3% and the S&amp;P 500&nbsp;is up more than 4% in 2021.</p><p><blockquote>今年迄今为止，游戏驿站股价已上涨近 116%。2021年，道琼斯工业平均指数上涨近3%，标普500上涨超过4%。</blockquote></p><p></p>","source":"market_watch","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>GameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</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\">\nGameStop hearing challenges assumptions about rookie investors<blockquote>游戏驿站听证会挑战有关新手投资者的假设</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-02-19 11:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressional hearing on GameStop’s rise and fall.</b>  YOLO? Maybe not quite so.</p><p><blockquote><b>Robinhood 首席执行官 Vlad Tenev 在国会关于游戏驿站兴衰的听证会上讨论了平均账户规模和用户人口统计数据。</b>YOLO？也许不完全是这样。</blockquote></p><p> During the GameStop trading frenzy, some observers worried many rookie retail investors banding together on sites like Reddit’s WallStreetBets would bet big — a so-called “YOLO trade” in the forum’sslang— andend up losing badly.</p><p><blockquote>在游戏驿站交易狂潮期间，一些观察家担心，许多在 Reddit 的 WallStreetBets 等网站上聚集在一起的新手散户投资者会下大注--用论坛术语来说就是所谓的 “YOLO 交易”--最终损失惨重。</blockquote></p><p> No doubt, this wasa serious event that rocked the stock market, bringing it “dangerously close” to collapse, according to Thomas Peterffy, founder and chairman of Interactive Brokers Group.</p><p><blockquote>盈透证券集团（Interactive Brokers Group）创始人兼董事长托马斯-彼得菲（Thomas Peterffy）表示，毫无疑问，这一 wasa 严重事件震撼了股市，使股市 “危险地 ”接近崩溃。</blockquote></p><p> But at a closely-watched congressional hearing Thursday on the rise and fall of GameStop shares and other so-called “meme stocks,” statements by one of the key players in the trading firestorm revealed that young investors generally aren’t betting big to reap quick gains.</p><p><blockquote>但在周四就游戏驿站股票和其他所谓 “迷因股票 ”的涨跌举行的备受关注的国会听证会上，这场交易风暴的关键人物之一的声明显示，年轻投资者一般不会为了快速获利而下大赌注。</blockquote></p><p> “Contrary to some very misleading and highly uninformed reports, we see evidence that most of our customers are investing for the long term,” said Vlad Tenev, CEO of Robinhood, the popular trading platform that caughtmassive irefor temporarily restricting trades on GameStopGME,-11.43%,AMC EntertainmentAMC,-0.72%and several other companies. As the hearing continued, he repeated that point under lawmaker questions.</p><p><blockquote>“Robinhood 的首席执行官弗拉德-特涅夫（Vlad Tenev）说：”与一些非常误导性和高度不知情的报道相反，我们看到的证据表明，我们的大多数客户都在进行长期投资。随着听证会的继续，他在立法者的提问下重复了这一点。</blockquote></p><p> “What we see is generally not consistent with popular memes suggesting that most of our brokerage customers are unsophisticated day traders taking inordinate risks with large sums of money on complex financial products,”Tenev wrote in prepared testimony submitted ahead of the hearing,pushing back on the idea that his companyencouraged reckless tradingon a platform with 13 million users.</p><p><blockquote>“特内夫在听证会前提交的准备好的证词中写道：”我们所看到的情况总体上与流行的备忘录不一致，这些备忘录认为我们的大多数经纪客户都是不成熟的日内交易者，他们在复杂的金融产品上投入大量资金，承担过大的风险，”特内夫反驳了他的公司鼓励在一个拥有 1300 万用户的平台上进行鲁莽交易的说法。</blockquote></p><p> Just 2% of Robinhood users qualified as “pattern day traders” who made four or more trades within five business days, he said. Thirteen percent traded basic options contracts, which can be higher risk, higher reward than straight-ahead buying or selling.</p><p><blockquote>他说，只有 2% 的 Robinhood 用户有资格成为 “模式日交易者 ”，他们在五个工作日内进行了四笔或四笔以上的交易。13%的人交易基本期权合约，这可能比直接买入或卖出风险更高，回报更高。</blockquote></p><p> In the face of some pointed questions, he also insisted Robinhood isn’t trying to turn the user experience into a game. “We know investing is serious and that’s why most of our customers are buy and hold,” he said.</p><p><blockquote>面对一些尖锐的问题，他还坚称 Robinhood 并没有试图将用户体验变成游戏。“他说：”我们知道投资是严肃的，这也是我们大多数客户买入并持有的原因。</blockquote></p><p> (Before the GameStop saga, Massachusetts state regulators filed a complaint against Robinhood for allegedly making trading seem too fun until loses occur. The company previously said itdisputes the allegation.)</p><p><blockquote>（在游戏驿站事件发生之前，马萨诸塞州监管机构对 Robinhood 提起诉讼，指控其在亏损发生之前让交易显得过于有趣。该公司此前曾表示对这一指控提出异议。）</blockquote></p><p> Tenev and lawmakershave sparredon what Robinhood should and shouldn’t have done during the GameStop saga. GameStop shares once traded at a high point of $483. By Thursday’s market close, GameStop shares were $40.69.</p><p><blockquote>特内夫和立法者们争论罗宾汉在游戏驿站事件中应该做什么和不应该做什么。游戏驿站股价一度触及483美元的高点。截至周四收盘，游戏驿站股价为 40.69 美元。</blockquote></p><p> But either way, Tenev’s testimony gave an interesting peek at who the newest retail investors are and how much money they are pouring into the market. After all, retail investors were already increasingly entering the stock market before the GameStop drama started.</p><p><blockquote>但无论如何，特内夫的证词都让我们有趣地看到了最新的散户投资者是谁，以及他们向市场投入了多少资金。毕竟，在游戏驿站闹剧开始之前，散户投资者已经越来越多地进入股市。</blockquote></p><p> Fifty-five percent of Americans directly own stock, according to aGallup surveylast year, while 32% of 18- to 29-year-olds said they owned stock.</p><p><blockquote>根据阿盖洛普去年的调查，55%的美国人直接拥有股票，而32%的18至29岁的人表示他们拥有股票。</blockquote></p><p> The median age of Robinhood investors is 31 and half of users say they are first-time investors. The median account size is about $240, according to Tenev’s statement, and the average account size is about $5,000.</p><p><blockquote>Robinhood 投资者的平均年龄为 31 岁，一半的用户表示他们是首次投资者。根据 Tenev 的声明，账户规模中位数约为 240 美元，平均账户规模约为 5000 美元。</blockquote></p><p> The fact that 13% of Robinhood users are trading options gives some advocates pause. Barbara Roper, director of investor protection at the Consumer Federation of America,saidthat “strikes us as a pretty high percentage when you consider the characteristics of Robinhood’s customer base (disproportionately young, first-time investors with small accounts).”</p><p><blockquote>13% 的 Robinhood 用户正在交易期权，这一事实让一些支持者犹豫不决。美国消费者联合会投资者保护主管芭芭拉-罗珀（Barbara Roper）说，“考虑到 Robinhood 客户群的特点（不成比例的年轻、账户较小的首次投资者），我们会发现这一比例相当高”。</blockquote></p><p> Robinhood investors also tend to be a slightly more racially diverse crowd, according to Tenev’s testimony. Nine percent of users are Black, compared to 3% at other firms and 16% are Hispanic, versus 7% at other firms, according to Tenev’s statement.</p><p><blockquote>根据 Tenev 的证词，Robinhood 的投资者也往往是一个种族稍微多样化的群体。根据 Tenev 的声明，9% 的用户是黑人，其他公司的这一比例为 3%，16% 是西班牙裔，而其他公司的这一比例为 7%。</blockquote></p><p> “Retail investors making up this new surge are different,” testified Jennifer Schulp, the Cato Institute’s director of financial regulation studies.</p><p><blockquote>“卡托研究所（Cato Institute）金融监管研究主任詹妮弗-舒尔普（Jennifer Schulp）作证说：”构成这一新一轮激增的散户投资者与众不同。</blockquote></p><p> Retail investors are nicknamed as“dumb money”on Wall Street, Schulp said. “I think it’s insulting. I think the term needs to go out the window. I think the GameStop situation is proof the retail investors are revolutionizing the market …. I think the retail investors here are learning by doing, which is one of the best ways to learn.”</p><p><blockquote>舒尔普说，散户投资者在华尔街被戏称为 “傻钱 ”。“我认为这是一种侮辱。我认为这个词需要被淘汰。我认为游戏驿站的情况证明散户投资者正在彻底改变市场.我认为这里的散户投资者正在边做边学，这是最好的学习方式之一。”</blockquote></p><p> She pointed to research from theFINRA Investor Education Foundationreleased earlier this month digging into the demographics and account balances of new retail investors.</p><p><blockquote>她指出，FINRA 投资者教育基金会本月早些时候发布的研究深入研究了新散户投资者的人口统计数据和账户余额。</blockquote></p><p> One-third of new investors who opened a taxable investment account for the first time in 2020 said they had account balances of less than $500, versus 16% of experienced investors. Twenty-three percent of new investors had account balances up to $2,000. Twenty percent of experienced investors had account balances up to $2,000.</p><p><blockquote>2020 年首次开设应税投资账户的新投资者中有三分之一表示，他们的账户余额低于 500 美元，而经验丰富的投资者这一比例为 16%。23%的新投资者账户余额高达2000美元。20% 有经验的投资者的账户余额高达 2,000 美元。</blockquote></p><p></p><p> The survey found a more racially diverse set of new investors, with 17% of new investors being Black. Seven percent of experienced investors are Black, the poll said.</p><p><blockquote>调查发现，新投资者的种族更加多样化，17%的新投资者是黑人。民意调查显示，7% 的经验丰富的投资者是黑人。</blockquote></p><p> As the hearing continued, some lawmakers questioned whether more guardrails need to be in place, while others said lawmakers shouldn’t condescend to retail investors and assume they know best.</p><p><blockquote>随着听证会的继续，一些立法者质疑是否需要设置更多的护栏，而另一些立法者则表示，立法者不应屈尊于散户投资者，并认为他们最了解情况。</blockquote></p><p> “Many Americans feel that the system is stacked against them and no matter what, Wall Street always wins,” said Rep. Maxine Waters, who chairs the House Financial Services Committee. “In this instance, many retail investors appeared motivated by a desire to beat Wall Street at its own game and given the losses that many retail investors have sustained as a result of volatility in the system, there are many whose beliefs that the system is rigged against them has been reinforced.”</p><p><blockquote>“众议院金融服务委员会主席、众议员玛克辛-沃特斯（Maxine Waters）说：”许多美国人认为这个体系对他们不利，无论如何，华尔街总是会赢。“在这种情况下，许多散户投资者似乎是出于在自己的游戏中击败华尔街的愿望，考虑到许多散户投资者因系统波动而遭受的损失，许多人认为系统被操纵了，对他们不利。”</blockquote></p><p> The GameStop saga was a “fundamental change,” said Rep. Patrick McHenry, the ranking Republican on the committee. The swell in trading was propelled by social media and a wealth of new information at investors’ fingertips.</p><p><blockquote>委员会中排名第一的共和党众议员帕特里克-麦克亨利（Patrick McHenry）说，游戏驿站事件是一个 “根本性的变化”。交易量的激增是由社交媒体和投资者唾手可得的大量新信息推动的。</blockquote></p><p> “I think if we’ve learned anything from these past few weeks, it’s that these average everyday investors are pretty darn sophisticated,” McHenry said. “There is wisdom to the crowd.”</p><p><blockquote>“麦克亨利说：”我认为，如果说我们从过去几周中学到了什么，那就是这些普通的日常投资者都非常老练。“人群中有智慧”。</blockquote></p><p> The government needs to make it easier for everyday investors to buy into the market, he said. “Instead of shutting the American public out through new regulations, new forms of taxation or so-called protections, let’s use this opprotunity to side with them.”</p><p><blockquote>他说，政府需要让普通投资者更容易入市。“与其通过新的法规、新的税收形式或所谓的保护措施将美国公众拒之门外，让我们利用这个机会站在他们一边”。</blockquote></p><p> One of the witnesses was Keith Gill, a 34-year-old independent investor with online handles like “Roaring Kitty” who turned his GameStop investment into millions. He made all his investment decisions based on publicly-availabile information, he told Congress.</p><p><blockquote>证人之一是基思-吉尔（Keith Gill），他是一位 34 岁的独立投资者，在网上拥有 “咆哮的小猫 ”这样的账号，他将自己在游戏驿站的投资变成了数百万美元。他告诉国会，他所有的投资决策都是根据公开信息做出的。</blockquote></p><p> “I would be the first to acknowledge that investing in stocks and options is incredibly risky, and it’s so important for people to do their own thorough research before investing,” Gill said. “Folks should be able to freely express their views on a stock, and they should be able to buy or not buy a stock based on those views.”</p><p><blockquote>“吉尔说：”我会第一个承认投资股票和期权风险极大，人们在投资前进行彻底的研究非常重要。“人们应该能够自由地表达自己对股票的看法，他们应该能够根据这些看法购买或不购买股票”。</blockquote></p><p> GameStop shares are up nearly 116% year-to-date. The Dow Jones Industrial Average&nbsp;is up nearly 3% and the S&amp;P 500&nbsp;is up more than 4% in 2021.</p><p><blockquote>今年迄今为止，游戏驿站股价已上涨近 116%。2021年，道琼斯工业平均指数上涨近3%，标普500上涨超过4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/gamestop-hearing-challenges-assumptions-about-rookie-investors-retail-investors-making-up-this-new-surge-are-different-11613680041?mod=home-page\">Marketwatch</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":{"GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/story/gamestop-hearing-challenges-assumptions-about-rookie-investors-retail-investors-making-up-this-new-surge-are-different-11613680041?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1103921295","content_text":"Robinhood CEO Vlad Tenev discussed average account sizes and user demographics during a congressional hearing on GameStop’s rise and fall.\n\nYOLO? Maybe not quite so.\nDuring the GameStop trading frenzy, some observers worried many rookie retail investors banding together on sites like Reddit’s WallStreetBets would bet big — a so-called “YOLO trade” in the forum’sslang— andend up losing badly.\nNo doubt, this wasa serious event that rocked the stock market, bringing it “dangerously close” to collapse, according to Thomas Peterffy, founder and chairman of Interactive Brokers Group.\nBut at a closely-watched congressional hearing Thursday on the rise and fall of GameStop shares and other so-called “meme stocks,” statements by one of the key players in the trading firestorm revealed that young investors generally aren’t betting big to reap quick gains.\n“Contrary to some very misleading and highly uninformed reports, we see evidence that most of our customers are investing for the long term,” said Vlad Tenev, CEO of Robinhood, the popular trading platform that caughtmassive irefor temporarily restricting trades on GameStopGME,-11.43%,AMC EntertainmentAMC,-0.72%and several other companies. As the hearing continued, he repeated that point under lawmaker questions.\n“What we see is generally not consistent with popular memes suggesting that most of our brokerage customers are unsophisticated day traders taking inordinate risks with large sums of money on complex financial products,”Tenev wrote in prepared testimony submitted ahead of the hearing,pushing back on the idea that his companyencouraged reckless tradingon a platform with 13 million users.\nJust 2% of Robinhood users qualified as “pattern day traders” who made four or more trades within five business days, he said. Thirteen percent traded basic options contracts, which can be higher risk, higher reward than straight-ahead buying or selling.\nIn the face of some pointed questions, he also insisted Robinhood isn’t trying to turn the user experience into a game. “We know investing is serious and that’s why most of our customers are buy and hold,” he said.\n(Before the GameStop saga, Massachusetts state regulators filed a complaint against Robinhood for allegedly making trading seem too fun until loses occur. The company previously said itdisputes the allegation.)\nTenev and lawmakershave sparredon what Robinhood should and shouldn’t have done during the GameStop saga. GameStop shares once traded at a high point of $483. By Thursday’s market close, GameStop shares were $40.69.\nBut either way, Tenev’s testimony gave an interesting peek at who the newest retail investors are and how much money they are pouring into the market. After all, retail investors were already increasingly entering the stock market before the GameStop drama started.\nFifty-five percent of Americans directly own stock, according to aGallup surveylast year, while 32% of 18- to 29-year-olds said they owned stock.\nThe median age of Robinhood investors is 31 and half of users say they are first-time investors. The median account size is about $240, according to Tenev’s statement, and the average account size is about $5,000.\nThe fact that 13% of Robinhood users are trading options gives some advocates pause. Barbara Roper, director of investor protection at the Consumer Federation of America,saidthat “strikes us as a pretty high percentage when you consider the characteristics of Robinhood’s customer base (disproportionately young, first-time investors with small accounts).”\nRobinhood investors also tend to be a slightly more racially diverse crowd, according to Tenev’s testimony. Nine percent of users are Black, compared to 3% at other firms and 16% are Hispanic, versus 7% at other firms, according to Tenev’s statement.\n“Retail investors making up this new surge are different,” testified Jennifer Schulp, the Cato Institute’s director of financial regulation studies.\nRetail investors are nicknamed as“dumb money”on Wall Street, Schulp said. “I think it’s insulting. I think the term needs to go out the window. I think the GameStop situation is proof the retail investors are revolutionizing the market …. I think the retail investors here are learning by doing, which is one of the best ways to learn.”\nShe pointed to research from theFINRA Investor Education Foundationreleased earlier this month digging into the demographics and account balances of new retail investors.\nOne-third of new investors who opened a taxable investment account for the first time in 2020 said they had account balances of less than $500, versus 16% of experienced investors. Twenty-three percent of new investors had account balances up to $2,000. Twenty percent of experienced investors had account balances up to $2,000.\nThe survey found a more racially diverse set of new investors, with 17% of new investors being Black. Seven percent of experienced investors are Black, the poll said.\nAs the hearing continued, some lawmakers questioned whether more guardrails need to be in place, while others said lawmakers shouldn’t condescend to retail investors and assume they know best.\n“Many Americans feel that the system is stacked against them and no matter what, Wall Street always wins,” said Rep. Maxine Waters, who chairs the House Financial Services Committee. “In this instance, many retail investors appeared motivated by a desire to beat Wall Street at its own game and given the losses that many retail investors have sustained as a result of volatility in the system, there are many whose beliefs that the system is rigged against them has been reinforced.”\nThe GameStop saga was a “fundamental change,” said Rep. Patrick McHenry, the ranking Republican on the committee. The swell in trading was propelled by social media and a wealth of new information at investors’ fingertips.\n“I think if we’ve learned anything from these past few weeks, it’s that these average everyday investors are pretty darn sophisticated,” McHenry said. “There is wisdom to the crowd.”\nThe government needs to make it easier for everyday investors to buy into the market, he said. “Instead of shutting the American public out through new regulations, new forms of taxation or so-called protections, let’s use this opprotunity to side with them.”\nOne of the witnesses was Keith Gill, a 34-year-old independent investor with online handles like “Roaring Kitty” who turned his GameStop investment into millions. He made all his investment decisions based on publicly-availabile information, he told Congress.\n“I would be the first to acknowledge that investing in stocks and options is incredibly risky, and it’s so important for people to do their own thorough research before investing,” Gill said. “Folks should be able to freely express their views on a stock, and they should be able to buy or not buy a stock based on those views.”\nGameStop shares are up nearly 116% year-to-date. The Dow Jones Industrial Average is up nearly 3% and the S&P 500 is up more than 4% in 2021.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384320647,"gmtCreate":1613616738889,"gmtModify":1634552928621,"author":{"id":"3574863478252201","authorId":"3574863478252201","name":"Saltae","avatar":"https://static.tigerbbs.com/707c90db06b44c55897865aea5702556","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574863478252201","idStr":"3574863478252201"},"themes":[],"title":"","htmlText":"Draaamaaaa","listText":"Draaamaaaa","text":"Draaamaaaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384320647","repostId":"1115540467","repostType":4,"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385849358,"gmtCreate":1613535387774,"gmtModify":1634553257634,"author":{"id":"3574863478252201","authorId":"3574863478252201","name":"Saltae","avatar":"https://static.tigerbbs.com/707c90db06b44c55897865aea5702556","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574863478252201","idStr":"3574863478252201"},"themes":[],"title":"","htmlText":"For the coins!","listText":"For the coins!","text":"For the coins!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385849358","repostId":"1106575642","repostType":4,"repost":{"id":"1106575642","kind":"news","pubTimestamp":1613532872,"share":"https://www.laohunote.com/m/news/1106575642?lang=zh_CN&edition=full","pubTime":"2021-02-17 11:34","market":"us","language":"en","title":"Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106575642","media":"Barrons","summary":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese c","content":"<p>Speculation about an all-electric, self-driving car&nbsp;produced by Apple&nbsp;just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker&nbsp;Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street&nbsp;research reports, but few hard numbers about what an&nbsp;Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar 引发了许多华尔街研究报告，但很少有确切的数字表明苹果 (AAPL) 的进入对全球汽车行业可能意味着什么。此外，科技分析师和汽车分析师对苹果汽车的含义略有不同。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>12 月，苹果潜在汽车的消息浮出水面。这些报告受到了科技和汽车分析师的认真对待，因为苹果多年来一直有汽车野心，而且苹果规模庞大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括地球上最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as&nbsp;U.S. EVstart-up&nbsp;Canoo(GOEV), have all been&nbsp;tied&nbsp;to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车(005380.Korea)、起亚汽车(000270.Korea)以及美国。据报道，电动汽车初创公司 Canoo (GOEV) 都与苹果有关。日产是最新一家被关联的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。苹果周二没有立即对日产的报道发表评论。</blockquote></p><p> Outside of&nbsp;temporary impacts&nbsp;on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响外，汽车股并没有对 iCar 新闻做出真正的反应。狼来了是一个原因：反复的猜测并没有带来任何具体的结果。当然，苹果汽车还需要数年时间--这也是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst&nbsp;Dan Ives&nbsp;expects a formal announcement in 2021. “At this point it’s a matter of when, not if,&nbsp;Apple&nbsp;will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and&nbsp;Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车无关紧要，也不意味着潜在合作的消息可以被打折扣。Wedbush 分析师 Dan Ives 预计将于 2021 年正式宣布。“艾夫斯在周一的一份研究报告中写道：”目前，苹果在未来几年内加入电动汽车竞赛是一个时间问题，而不是是否会。他认为苹果有 85% 的可能性在三到六个月内发布公告，评级现代和大众汽车 (VO.Germany) 是他与苹果合作的首选。</blockquote></p><p> Hyundai has its own&nbsp;modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including&nbsp;General Motors(GM), have&nbsp;similar approaches&nbsp;to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a&nbsp;large shareholder&nbsp;of&nbsp;QuantumScape(QS), which is&nbsp;pioneering&nbsp;solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这也是艾夫斯认为现代汽车是一种可能性的原因之一，尽管包括通用汽车（GM）在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它对电动汽车有着远大的野心。它也是 QuantumScape (QS) 的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺更低的成本、更好的安全性、更快的充电速度和更大的续航里程。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst&nbsp;Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要关注科技股。他报道了苹果，将股票评级为跑赢大盘，并将股票目标价定为 175 美元。他还报道了特尔萨股票，对该股进行了持有评级，目标价为 950 美元。伯恩斯坦分析师托尼·萨科纳吉 (Toni Sacconaghi) 也涵盖了这两方面。他给予苹果股票持有评级，并将股价目标定为 132 美元。不过，他更看淡特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年 50% 的销量增长目标。“萨科纳吉在最近的一份研究报告中写道：”汽车市场历来高度分散，有强烈的地区性品牌和偏好。“我们不确定，在大量的新竞争和新进入的情况下，市场最终是否会变得更加整合和/或出现一个超大的赢家”。</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股目标价定为 180 美元，远低于股价。</blockquote></p><p> Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师 Adam Jonas 报道的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为 880 美元。苹果汽车的进入可以加速电动汽车的普及率，这将使所有电动汽车制造商受益。此外，Jonas 在最近的一份研究报告中写道，特斯拉 “可以在苹果出现之前，再迭代四五年行业领先的电池技术”。“但在某些时候，当今的电动汽车玩家必须分享沙盒”。</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier&nbsp;Aptiv(APTV) to get exposure to the&nbsp;EV theme.</p><p><blockquote>然而，更多的电动汽车企业不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas 还推荐通用汽车和供应商 Aptiv (APTV) 的股票，以接触电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 也关注汽车股。他和乔纳斯一样，对通用汽车和安波福股票给予买入评级，但对特斯拉股票给予持有评级。对于 Spak 来说，苹果汽车的出现凸显了汽车制造商以更快速度适应的必要性。“斯帕克在最近的一份研究报告中写道：”否则，无论是苹果还是其他人，他们都可能被抛在后面。</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎对 iCar 不太相信：它将是一款优质自动驾驶产品，并且将由现有汽车制造商制造。这对苹果股票来说是个好消息，但可能不会对现有行业造成太大的破坏性——最初的销量会很小，而且会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将促使现有企业做出改进。时间会证明这个行业是否会发展。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The&nbsp;S&amp;P 500,for comparison, is down about 0.1% and the&nbsp;Dow Jones Industrial Average&nbsp;is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎也没有对股市造成太大冲击。特斯拉股价周二下跌 2.4%。苹果股价下跌 1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>","source":"lsy1601382232898","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>Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</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\">\nApple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-17 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Speculation about an all-electric, self-driving car&nbsp;produced by Apple&nbsp;just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker&nbsp;Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street&nbsp;research reports, but few hard numbers about what an&nbsp;Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar 引发了许多华尔街研究报告，但很少有确切的数字表明苹果 (AAPL) 的进入对全球汽车行业可能意味着什么。此外，科技分析师和汽车分析师对苹果汽车的含义略有不同。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>12 月，苹果潜在汽车的消息浮出水面。这些报告受到了科技和汽车分析师的认真对待，因为苹果多年来一直有汽车野心，而且苹果规模庞大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括地球上最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as&nbsp;U.S. EVstart-up&nbsp;Canoo(GOEV), have all been&nbsp;tied&nbsp;to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车(005380.Korea)、起亚汽车(000270.Korea)以及美国。据报道，电动汽车初创公司 Canoo (GOEV) 都与苹果有关。日产是最新一家被关联的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。苹果周二没有立即对日产的报道发表评论。</blockquote></p><p> Outside of&nbsp;temporary impacts&nbsp;on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响外，汽车股并没有对 iCar 新闻做出真正的反应。狼来了是一个原因：反复的猜测并没有带来任何具体的结果。当然，苹果汽车还需要数年时间--这也是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst&nbsp;Dan Ives&nbsp;expects a formal announcement in 2021. “At this point it’s a matter of when, not if,&nbsp;Apple&nbsp;will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and&nbsp;Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车无关紧要，也不意味着潜在合作的消息可以被打折扣。Wedbush 分析师 Dan Ives 预计将于 2021 年正式宣布。“艾夫斯在周一的一份研究报告中写道：”目前，苹果在未来几年内加入电动汽车竞赛是一个时间问题，而不是是否会。他认为苹果有 85% 的可能性在三到六个月内发布公告，评级现代和大众汽车 (VO.Germany) 是他与苹果合作的首选。</blockquote></p><p> Hyundai has its own&nbsp;modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including&nbsp;General Motors(GM), have&nbsp;similar approaches&nbsp;to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a&nbsp;large shareholder&nbsp;of&nbsp;QuantumScape(QS), which is&nbsp;pioneering&nbsp;solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这也是艾夫斯认为现代汽车是一种可能性的原因之一，尽管包括通用汽车（GM）在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它对电动汽车有着远大的野心。它也是 QuantumScape (QS) 的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺更低的成本、更好的安全性、更快的充电速度和更大的续航里程。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst&nbsp;Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要关注科技股。他报道了苹果，将股票评级为跑赢大盘，并将股票目标价定为 175 美元。他还报道了特尔萨股票，对该股进行了持有评级，目标价为 950 美元。伯恩斯坦分析师托尼·萨科纳吉 (Toni Sacconaghi) 也涵盖了这两方面。他给予苹果股票持有评级，并将股价目标定为 132 美元。不过，他更看淡特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年 50% 的销量增长目标。“萨科纳吉在最近的一份研究报告中写道：”汽车市场历来高度分散，有强烈的地区性品牌和偏好。“我们不确定，在大量的新竞争和新进入的情况下，市场最终是否会变得更加整合和/或出现一个超大的赢家”。</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股目标价定为 180 美元，远低于股价。</blockquote></p><p> Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师 Adam Jonas 报道的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为 880 美元。苹果汽车的进入可以加速电动汽车的普及率，这将使所有电动汽车制造商受益。此外，Jonas 在最近的一份研究报告中写道，特斯拉 “可以在苹果出现之前，再迭代四五年行业领先的电池技术”。“但在某些时候，当今的电动汽车玩家必须分享沙盒”。</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier&nbsp;Aptiv(APTV) to get exposure to the&nbsp;EV theme.</p><p><blockquote>然而，更多的电动汽车企业不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas 还推荐通用汽车和供应商 Aptiv (APTV) 的股票，以接触电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 也关注汽车股。他和乔纳斯一样，对通用汽车和安波福股票给予买入评级，但对特斯拉股票给予持有评级。对于 Spak 来说，苹果汽车的出现凸显了汽车制造商以更快速度适应的必要性。“斯帕克在最近的一份研究报告中写道：”否则，无论是苹果还是其他人，他们都可能被抛在后面。</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎对 iCar 不太相信：它将是一款优质自动驾驶产品，并且将由现有汽车制造商制造。这对苹果股票来说是个好消息，但可能不会对现有行业造成太大的破坏性——最初的销量会很小，而且会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将促使现有企业做出改进。时间会证明这个行业是否会发展。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The&nbsp;S&amp;P 500,for comparison, is down about 0.1% and the&nbsp;Dow Jones Industrial Average&nbsp;is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎也没有对股市造成太大冲击。特斯拉股价周二下跌 2.4%。苹果股价下跌 1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106575642","content_text":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.\nNews of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).\nHyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.\nApple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.\nOutside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.\nThat doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.\nHyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.\nIves covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”\nThat’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.\nMorgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”\nMore EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.\nRBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.\nOverall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.\nApple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.","news_type":1,"symbols_score_info":{"GM":0.9,"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382675204,"gmtCreate":1613447082308,"gmtModify":1634553649455,"author":{"id":"3574863478252201","authorId":"3574863478252201","name":"Saltae","avatar":"https://static.tigerbbs.com/707c90db06b44c55897865aea5702556","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574863478252201","idStr":"3574863478252201"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382675204","repostId":"2111004392","repostType":4,"isVote":1,"tweetType":1,"viewCount":3024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315853016,"gmtCreate":1612234114635,"gmtModify":1703759105262,"author":{"id":"3574863478252201","authorId":"3574863478252201","name":"Saltae","avatar":"https://static.tigerbbs.com/707c90db06b44c55897865aea5702556","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574863478252201","idStr":"3574863478252201"},"themes":[],"title":"","htmlText":"💎🖐","listText":"💎🖐","text":"💎🖐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315853016","repostId":"1183603122","repostType":4,"isVote":1,"tweetType":1,"viewCount":2290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}