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bwkhoo
bwkhoo
·
2021-12-13
$Angi Inc(ANGI)$
Really regret not selling when it rebounded to $14 😭
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bwkhoo
bwkhoo
·
2021-12-10
After Fed meeting go up again
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bwkhoo
bwkhoo
·
2021-11-30
Traditional technology vs mRNA by AI. What do you think?
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bwkhoo
bwkhoo
·
2021-11-23
Roller coaster
XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote>
XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported
XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote>
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bwkhoo
bwkhoo
·
2021-11-06
Good. Indices continue to 🚀 🚀 🚀
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bwkhoo
bwkhoo
·
2021-11-04
Powell cannot let the market crash when he is still in office or else he cannot get reappointment
Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>
The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyda
Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>
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bwkhoo
bwkhoo
·
2021-11-03
$600??
@village5576：
Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.$Novavax(NVAX)$
Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.$Novavax(NVAX)$
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bwkhoo
bwkhoo
·
2021-11-03
Please fly pass 300… and to the 🌙
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bwkhoo
bwkhoo
·
2021-11-03
Hopefully it will break $30 soon
Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：2025年及以后的增长对价格意味着什么</blockquote>
Summary First, I look at PLTR's early growth from $10 to $25 or so today. Second, I review PLTR's g
Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：2025年及以后的增长对价格意味着什么</blockquote>
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bwkhoo
bwkhoo
·
2021-10-28
Sure. At highest point of $65. The current price level seems like a good deal.
Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股价周三下跌：这是一个机会吗？</blockquote>
Investors are getting uncomfortable with the level of competition in the electric vehicle space.
Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股价周三下跌：这是一个机会吗？</blockquote>
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Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>小鹏汽车股价早盘上涨近12%，此前这家中国电动汽车制造商公布第三季度亏损超出预期，但营收远高于预期，并提供了乐观的第四季度前景。净亏损从一年前的亏损11.5亿元人民币扩大至15.9亿元人民币（2.497亿美元），即每股美国存托股票(ADS)1.89元人民币。不包括非经常性项目，调整后每股美国存托凭证亏损为人民币1.77元，而FactSet共识为人民币1.30元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长187.4%，达到人民币57.2亿元（8.955亿美元），超过FactSet预期的人民币50.3亿元，交付量增长199.2%，达到创纪录的25,666辆，其中P7车型交付量增长217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高至14.4%。展望未来，该公司预计第四季度交付量将在34,500辆至36,500辆之间，增长166.1%至181.5%，收入将在人民币71亿元至人民币75亿元之间，而FactSet共识为人民币60.9亿元。</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>XPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</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\">\nXPeng shares rose nearly 12% in early trading<blockquote>小鹏汽车股价早盘涨近12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p><p><blockquote>小鹏汽车股价早盘上涨近12%，此前这家中国电动汽车制造商公布第三季度亏损超出预期，但营收远高于预期，并提供了乐观的第四季度前景。净亏损从一年前的亏损11.5亿元人民币扩大至15.9亿元人民币（2.497亿美元），即每股美国存托股票(ADS)1.89元人民币。不包括非经常性项目，调整后每股美国存托凭证亏损为人民币1.77元，而FactSet共识为人民币1.30元。</blockquote></p><p> Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p><p><blockquote>收入增长187.4%，达到人民币57.2亿元（8.955亿美元），超过FactSet预期的人民币50.3亿元，交付量增长199.2%，达到创纪录的25,666辆，其中P7车型交付量增长217.7%。</blockquote></p><p> Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p><p><blockquote>毛利率从4.6%提高至14.4%。展望未来，该公司预计第四季度交付量将在34,500辆至36,500辆之间，增长166.1%至181.5%，收入将在人民币71亿元至人民币75亿元之间，而FactSet共识为人民币60.9亿元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117658681","content_text":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.\nRevenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.\nGross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842677226,"gmtCreate":1636176160830,"gmtModify":1636176747060,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"themes":[],"htmlText":"Good. Indices continue to 🚀 🚀 🚀 ","listText":"Good. Indices continue to 🚀 🚀 🚀 ","text":"Good. Indices continue to 🚀 🚀 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842677226","repostId":"2181742831","repostType":2,"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848695633,"gmtCreate":1635992922900,"gmtModify":1635992923702,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"themes":[],"htmlText":"Powell cannot let the market crash when he is still in office or else he cannot get reappointment ","listText":"Powell cannot let the market crash when he is still in office or else he cannot get reappointment ","text":"Powell cannot let the market crash when he is still in office or else he cannot get reappointment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848695633","repostId":"1179826318","repostType":4,"repost":{"id":"1179826318","kind":"news","pubTimestamp":1635990031,"share":"https://www.laohu8.com/m/news/1179826318?lang=zh_CN&edition=full","pubTime":"2021-11-04 09:40","market":"us","language":"en","title":"Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179826318","media":"Yahoo","summary":"The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyda","content":"<p>The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyday Americans, but doubled down on his view that the hot pace of price increases should abate in time.</p><p><blockquote>美国最高经济政策制定者承认，通胀压力正在影响美国人的日常生活，但他更加强调了他的观点，即物价上涨的火热步伐应该及时减弱。</blockquote></p><p> \"We understand the difficulties that high inflation poses for individuals and families, particularly those with limited means to absorb higher prices for essentials such as food and transportation,” Federal Reserve Chairman Jerome Powell said in a press conference Wednesday.</p><p><blockquote>美联储主席杰罗姆·鲍威尔在周三的新闻发布会上表示：“我们理解高通胀给个人和家庭带来的困难，特别是那些无力吸收食品和交通等必需品价格上涨的人。”</blockquote></p><p> Americans have been feeling the impact of rising prices as of late. The Consumer Price Index showed pricesrising 5.4% on a year-over-year basisin September (the fastest reading since 2008).</p><p><blockquote>美国人最近已经感受到了物价上涨的影响。消费者价格指数显示，9月份物价同比上涨5.4%（为2008年以来的最快涨幅）。</blockquote></p><p> But Powell leaned again on the explanation of these pressures as “transitory,” pointing to pandemic-induced materials and labor shortages that have constrained supply chains globally.</p><p><blockquote>但鲍威尔再次将这些压力解释为“暂时的”，指出大流行引发的材料和劳动力短缺限制了全球供应链。</blockquote></p><p> The Fed chief said those bottlenecks should persist into next year, stressing that if it appears that inflation will persist even after those COVID-related factors fade, the central bank can raise interest rates.</p><p><blockquote>美联储主席表示，这些瓶颈应该会持续到明年，并强调，如果即使在这些与新冠病毒相关的因素消退后，通胀似乎仍将持续，央行可以加息。</blockquote></p><p> Compared to messaging in the last Federal Open Market Committee meeting in September, the policy-setting arm of the central bank appears to be taking seriously the risk of persistent inflation. It tweaked its language in its policy statement to note that inflationary pressures are not “transitory” but “expected to be transitory.”</p><p><blockquote>与9月份上次联邦公开市场委员会会议上传达的信息相比，央行的政策制定部门似乎正在认真对待持续通胀的风险。它调整了政策声明中的措辞，指出通胀压力不是“暂时的”，而是“预计将是暂时的”。</blockquote></p><p> Powell said the change was made “to show uncertainty around that.”</p><p><blockquote>鲍威尔表示，做出这一改变是“为了显示这方面的不确定性”。</blockquote></p><p> <b>Interest rates near zero</b></p><p><blockquote><b>利率接近于零</b></blockquote></p><p> In its policy announcement Wednesday, the FOMC unanimously voted to hold interest rates at near zero butbegin the process of tapering its asset purchases.</p><p><blockquote>在周三的政策公告中，联邦公开市场委员会一致投票决定将利率维持在接近零的水平，但开始缩减资产购买规模。</blockquote></p><p> Since the depths of the pandemic, the Fed has been buying about $120 billion per month in U.S. Treasuries and agency mortgage-backed securities to signal its support of the economy. But starting this month, the Fed will slow those aggregate purchases by $15 billion per month.</p><p><blockquote>自疫情最严重以来，美联储每月购买约1200亿美元的美国国债和机构抵押贷款支持证券，以表明其对经济的支持。但从本月开始，美联储将每月将这些总购买量放缓150亿美元。</blockquote></p><p> \"We are prepared to speed up or slow down the pace of reductions in asset purchases, if it's warranted by changes in the economic outlook,” Powell told the press.</p><p><blockquote>鲍威尔对媒体表示：“如果经济前景发生变化，我们准备加快或放慢减少资产购买的步伐。”</blockquote></p><p> But the tapering program, which marks the first major step in the Fed unwinding its pandemic-era easy money policies, has revved up chatter about when the central bank could eventually tap into its primary tool of levering short-term interest rates.</p><p><blockquote>但缩减计划标志着美联储解除大流行时期宽松货币政策的第一个重要步骤，引发了人们关于美联储何时最终可能利用其杠杆短期利率的主要工具的讨论。</blockquote></p><p> Powell made it clear that while it could deploy a rate hike to quell inflation, his focus will be on letting the labor market heal.</p><p><blockquote>鲍威尔明确表示，虽然可能会加息来平息通胀，但他的重点将是让劳动力市场痊愈。</blockquote></p><p> There are still over 5 million workers out of the labor force compared to pre-pandemic levels, which Powell remained optimistic about fixing. The challenge: jobs data as of latehave missed expectationsfor a more vigorous labor market recovery.</p><p><blockquote>与大流行前的水平相比，仍有超过500万工人退出劳动力市场，鲍威尔对解决这一问题仍持乐观态度。挑战：最新的就业数据未能达到劳动力市场更强劲复苏的预期。</blockquote></p><p> Powell suggested his deference is to give workers and hiring firms more time to plug the shortfall.</p><p><blockquote>鲍威尔表示，他的尊重是为了给工人和招聘公司更多时间来填补缺口。</blockquote></p><p> \"Ideally we would see further development of the labor market in a context where there isn't another COVID spike, and then we would be able to see how does participation react in that post-COVID world,” Powell said.</p><p><blockquote>鲍威尔说：“理想情况下，我们将在新冠疫情不再激增的情况下看到劳动力市场的进一步发展，然后我们将能够看到参与在后新冠疫情世界中的反应。”</blockquote></p><p> The next jobs report, covering the month of October, is due on Friday. The central bank’s next policy-setting announcement is scheduled to take place on Dec. 14 and 15.</p><p><blockquote>下一份涵盖10月份的就业报告将于周五发布。央行的下一次政策公告定于12月14日至15日发布。</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>Fed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</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\">\nFed Chair Powell: 'We understand the difficulties' of rising inflation<blockquote>美联储主席鲍威尔：“我们理解通胀上升的困难”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-11-04 09:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyday Americans, but doubled down on his view that the hot pace of price increases should abate in time.</p><p><blockquote>美国最高经济政策制定者承认，通胀压力正在影响美国人的日常生活，但他更加强调了他的观点，即物价上涨的火热步伐应该及时减弱。</blockquote></p><p> \"We understand the difficulties that high inflation poses for individuals and families, particularly those with limited means to absorb higher prices for essentials such as food and transportation,” Federal Reserve Chairman Jerome Powell said in a press conference Wednesday.</p><p><blockquote>美联储主席杰罗姆·鲍威尔在周三的新闻发布会上表示：“我们理解高通胀给个人和家庭带来的困难，特别是那些无力吸收食品和交通等必需品价格上涨的人。”</blockquote></p><p> Americans have been feeling the impact of rising prices as of late. The Consumer Price Index showed pricesrising 5.4% on a year-over-year basisin September (the fastest reading since 2008).</p><p><blockquote>美国人最近已经感受到了物价上涨的影响。消费者价格指数显示，9月份物价同比上涨5.4%（为2008年以来的最快涨幅）。</blockquote></p><p> But Powell leaned again on the explanation of these pressures as “transitory,” pointing to pandemic-induced materials and labor shortages that have constrained supply chains globally.</p><p><blockquote>但鲍威尔再次将这些压力解释为“暂时的”，指出大流行引发的材料和劳动力短缺限制了全球供应链。</blockquote></p><p> The Fed chief said those bottlenecks should persist into next year, stressing that if it appears that inflation will persist even after those COVID-related factors fade, the central bank can raise interest rates.</p><p><blockquote>美联储主席表示，这些瓶颈应该会持续到明年，并强调，如果即使在这些与新冠病毒相关的因素消退后，通胀似乎仍将持续，央行可以加息。</blockquote></p><p> Compared to messaging in the last Federal Open Market Committee meeting in September, the policy-setting arm of the central bank appears to be taking seriously the risk of persistent inflation. It tweaked its language in its policy statement to note that inflationary pressures are not “transitory” but “expected to be transitory.”</p><p><blockquote>与9月份上次联邦公开市场委员会会议上传达的信息相比，央行的政策制定部门似乎正在认真对待持续通胀的风险。它调整了政策声明中的措辞，指出通胀压力不是“暂时的”，而是“预计将是暂时的”。</blockquote></p><p> Powell said the change was made “to show uncertainty around that.”</p><p><blockquote>鲍威尔表示，做出这一改变是“为了显示这方面的不确定性”。</blockquote></p><p> <b>Interest rates near zero</b></p><p><blockquote><b>利率接近于零</b></blockquote></p><p> In its policy announcement Wednesday, the FOMC unanimously voted to hold interest rates at near zero butbegin the process of tapering its asset purchases.</p><p><blockquote>在周三的政策公告中，联邦公开市场委员会一致投票决定将利率维持在接近零的水平，但开始缩减资产购买规模。</blockquote></p><p> Since the depths of the pandemic, the Fed has been buying about $120 billion per month in U.S. Treasuries and agency mortgage-backed securities to signal its support of the economy. But starting this month, the Fed will slow those aggregate purchases by $15 billion per month.</p><p><blockquote>自疫情最严重以来，美联储每月购买约1200亿美元的美国国债和机构抵押贷款支持证券，以表明其对经济的支持。但从本月开始，美联储将每月将这些总购买量放缓150亿美元。</blockquote></p><p> \"We are prepared to speed up or slow down the pace of reductions in asset purchases, if it's warranted by changes in the economic outlook,” Powell told the press.</p><p><blockquote>鲍威尔对媒体表示：“如果经济前景发生变化，我们准备加快或放慢减少资产购买的步伐。”</blockquote></p><p> But the tapering program, which marks the first major step in the Fed unwinding its pandemic-era easy money policies, has revved up chatter about when the central bank could eventually tap into its primary tool of levering short-term interest rates.</p><p><blockquote>但缩减计划标志着美联储解除大流行时期宽松货币政策的第一个重要步骤，引发了人们关于美联储何时最终可能利用其杠杆短期利率的主要工具的讨论。</blockquote></p><p> Powell made it clear that while it could deploy a rate hike to quell inflation, his focus will be on letting the labor market heal.</p><p><blockquote>鲍威尔明确表示，虽然可能会加息来平息通胀，但他的重点将是让劳动力市场痊愈。</blockquote></p><p> There are still over 5 million workers out of the labor force compared to pre-pandemic levels, which Powell remained optimistic about fixing. The challenge: jobs data as of latehave missed expectationsfor a more vigorous labor market recovery.</p><p><blockquote>与大流行前的水平相比，仍有超过500万工人退出劳动力市场，鲍威尔对解决这一问题仍持乐观态度。挑战：最新的就业数据未能达到劳动力市场更强劲复苏的预期。</blockquote></p><p> Powell suggested his deference is to give workers and hiring firms more time to plug the shortfall.</p><p><blockquote>鲍威尔表示，他的尊重是为了给工人和招聘公司更多时间来填补缺口。</blockquote></p><p> \"Ideally we would see further development of the labor market in a context where there isn't another COVID spike, and then we would be able to see how does participation react in that post-COVID world,” Powell said.</p><p><blockquote>鲍威尔说：“理想情况下，我们将在新冠疫情不再激增的情况下看到劳动力市场的进一步发展，然后我们将能够看到参与在后新冠疫情世界中的反应。”</blockquote></p><p> The next jobs report, covering the month of October, is due on Friday. The central bank’s next policy-setting announcement is scheduled to take place on Dec. 14 and 15.</p><p><blockquote>下一份涵盖10月份的就业报告将于周五发布。央行的下一次政策公告定于12月14日至15日发布。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fed-chair-powell-we-understand-the-difficulties-of-rising-inflation-212410432.html\">Yahoo</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":{},"source_url":"https://finance.yahoo.com/news/fed-chair-powell-we-understand-the-difficulties-of-rising-inflation-212410432.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179826318","content_text":"The nation’s top economic policymaker acknowledged that inflationary pressures are impacting everyday Americans, but doubled down on his view that the hot pace of price increases should abate in time.\n\"We understand the difficulties that high inflation poses for individuals and families, particularly those with limited means to absorb higher prices for essentials such as food and transportation,” Federal Reserve Chairman Jerome Powell said in a press conference Wednesday.\nAmericans have been feeling the impact of rising prices as of late. The Consumer Price Index showed pricesrising 5.4% on a year-over-year basisin September (the fastest reading since 2008).\nBut Powell leaned again on the explanation of these pressures as “transitory,” pointing to pandemic-induced materials and labor shortages that have constrained supply chains globally.\nThe Fed chief said those bottlenecks should persist into next year, stressing that if it appears that inflation will persist even after those COVID-related factors fade, the central bank can raise interest rates.\nCompared to messaging in the last Federal Open Market Committee meeting in September, the policy-setting arm of the central bank appears to be taking seriously the risk of persistent inflation. It tweaked its language in its policy statement to note that inflationary pressures are not “transitory” but “expected to be transitory.”\nPowell said the change was made “to show uncertainty around that.”\nInterest rates near zero\nIn its policy announcement Wednesday, the FOMC unanimously voted to hold interest rates at near zero butbegin the process of tapering its asset purchases.\nSince the depths of the pandemic, the Fed has been buying about $120 billion per month in U.S. Treasuries and agency mortgage-backed securities to signal its support of the economy. But starting this month, the Fed will slow those aggregate purchases by $15 billion per month.\n\"We are prepared to speed up or slow down the pace of reductions in asset purchases, if it's warranted by changes in the economic outlook,” Powell told the press.\nBut the tapering program, which marks the first major step in the Fed unwinding its pandemic-era easy money policies, has revved up chatter about when the central bank could eventually tap into its primary tool of levering short-term interest rates.\nPowell made it clear that while it could deploy a rate hike to quell inflation, his focus will be on letting the labor market heal.\nThere are still over 5 million workers out of the labor force compared to pre-pandemic levels, which Powell remained optimistic about fixing. The challenge: jobs data as of latehave missed expectationsfor a more vigorous labor market recovery.\nPowell suggested his deference is to give workers and hiring firms more time to plug the shortfall.\n\"Ideally we would see further development of the labor market in a context where there isn't another COVID spike, and then we would be able to see how does participation react in that post-COVID world,” Powell said.\nThe next jobs report, covering the month of October, is due on Friday. The central bank’s next policy-setting announcement is scheduled to take place on Dec. 14 and 15.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841451477,"gmtCreate":1635937214500,"gmtModify":1635937215158,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"themes":[],"htmlText":"$600??","listText":"$600??","text":"$600??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841451477","repostId":"841413939","repostType":1,"repost":{"id":841413939,"gmtCreate":1635933103818,"gmtModify":1635933103818,"author":{"id":"3479274775671087","authorId":"3479274775671087","name":"village5576","avatar":"https://static.laohu8.com/picture105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274775671087","authorIdStr":"3479274775671087"},"themes":[],"htmlText":"Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>","listText":"Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>","text":"Once we get Approvals for🇪🇺🇬🇧🇮🇳 EU UK & IndiaWe’ll see a 50B market Cap.That’s +600 share price.$Novavax(NVAX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841413939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841555254,"gmtCreate":1635928156527,"gmtModify":1635928646469,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"themes":[],"htmlText":"Please fly pass 300… and to the 🌙 ","listText":"Please fly pass 300… and to the 🌙 ","text":"Please fly pass 300… and to the 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841555254","repostId":"1146546859","repostType":2,"isVote":1,"tweetType":1,"viewCount":3649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841342772,"gmtCreate":1635893178627,"gmtModify":1635893178837,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"themes":[],"htmlText":"Hopefully it will break $30 soon","listText":"Hopefully it will break $30 soon","text":"Hopefully it will break $30 soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841342772","repostId":"1117726029","repostType":4,"repost":{"id":"1117726029","kind":"news","pubTimestamp":1635862053,"share":"https://www.laohu8.com/m/news/1117726029?lang=zh_CN&edition=full","pubTime":"2021-11-02 22:07","market":"us","language":"en","title":"Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：2025年及以后的增长对价格意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117726029","media":"SeekingAlpha","summary":"Summary\n\nFirst, I look at PLTR's early growth from $10 to $25 or so today.\nSecond, I review PLTR's g","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>First, I look at PLTR's early growth from $10 to $25 or so today.</li> <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is probably too modest.</li> <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years.</li> <li>Fourth, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/914f43b37e64c3a5067eb0b621b8686c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>KevinHyde/iStock via Getty Images</span></p><p><blockquote><ul><li>首先，我看看PLTR从10美元到今天25美元左右的早期增长。</li><li>其次，我再次回顾了PLTR的增长假设，表明每年30%的增长可能过于温和。</li><li>第三，我展示了使用长期期权的PLTR杠杆可能不会在未来2-3年内大大加速投资者的收益。</li><li>第四，我解释了根据理性增长模型，到2025年底PLTR股票达到100万美元需要多少股。</li></ul><p class=\"t-img-caption\"><span>KevinHyde/iStock来自Getty Images</span></p></blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> It's very simple really. What's growth really mean for Palantir(NYSE:PLTR)investors in 2022, 2023, 2024 and beyond? This is more difficult to answer than it might appear on the surface but all will be revealed.</p><p><blockquote>真的很简单。2022年、2023年、2024年及以后的增长对Palantir(NYSE：PLTR)投资者真正意味着什么？这比表面上看起来更难回答，但一切都将被揭示。</blockquote></p><p> Here's how the article will play out.</p><p><blockquote>这篇文章将如何展开。</blockquote></p><p> <ul> <li>First, I look at PLTR's early growth from $10 to $25 or so today. I don't expect the same year-over-year growth, but PLTR investors today could still do very well.</li> <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is too probably too modest. I still believe PLTR is sandbagging.</li> <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years. That's not to say options are bad, but LEAPS don't look sexy here.</li> <li>Lastly, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models. This is not \"get rich quick\" at all, but instead it's meant to be an intriguing way to frame future growth for any investor.</li> </ul> <b>Past Performance Won't Get You There</b></p><p><blockquote><ul><li>首先，我看看PLTR从10美元到今天25美元左右的早期增长。我预计不会出现同样的同比增长，但PLTR投资者今天仍然可以做得很好。</li><li>其次，我再次回顾了PLTR的增长假设，表明每年30%的增长可能过于温和。我仍然相信PLTR是沙袋。</li><li>第三，我展示了使用长期期权的PLTR杠杆可能不会在未来2-3年内大大加速投资者的收益。这并不是说选项不好，但跳跃在这里看起来并不性感。</li><li>最后，我解释了根据理性增长模型，到2025年底PLTR股票达到100万美元需要多少股。这根本不是“快速致富”，而是对任何投资者来说都是一种构建未来增长的有趣方式。</li></ul><b>过去的表现不会让你达到目标</b></blockquote></p><p> Let's start with a basic approach. Here's how PLTR looks thus far:</p><p><blockquote>让我们从一个基本方法开始。以下是PLTR迄今为止的样子：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae3bb5915890ce620bdb3015a49df9b2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In one year, PLTR has gone up 155% going from $10 on September 30th, 2020 through $25.88 on October 29th, 2021. (I'm seeing $26.47 right now.)</p><p><blockquote>一年内，PLTR从2020年9月30日的10美元上涨至2021年10月29日的25.88美元，上涨了155%。（我现在看到的是26.47美元。）</blockquote></p><p> Although I don't expect similar results going forward, we can roughly estimate how things would look. It's been about 400 days since PLTR's DPO. Therefore, very grossly speaking, PLTR is gaining about 0.23% per day compounded. I did that fast, and very back-of-napkin, but it's still fun and interesting, if not ridiculous. Here's how things would look now if you bought at the DPO:</p><p><blockquote>虽然我预计未来不会出现类似的结果，但我们可以粗略估计事情会是什么样子。距离PLTR的DPO已经过去了大约400天。因此，粗略地说，PLTR每天的复合涨幅约为0.23%。我做得很快，非常像餐巾纸，但它仍然很有趣，如果不是荒谬的话。如果您在DPO购买，现在的情况如下：</blockquote></p><p> <ul> <li>10 shares at DPO for $100 = $250</li> <li>100 shares at DPO for $1,000 = $2,500</li> <li>1,000 shares at DPO for $10,000 = $25,000</li> <li>10,000 shares at DPO for $100,000 = $250,000</li> </ul> In other words, even with $100K invested you would not yet be a PLTR millionaire. How many more days at 0.23% would it take to reach $1 million in PLTR stock in this case? Here's the math:</p><p><blockquote><ul><li>DPO 10股，价格为100美元=250美元</li><li>DPO 100股，价格为1,000美元=2,500美元</li><li>DPO 1,000股，售价10,000美元=25,000美元</li><li>DPO 10,000股，售价100,000美元=250,000美元</li></ul>换句话说，即使投资了10万美元，你也不会成为PLTR百万富翁。在这种情况下，以0.23%的价格，PLTR股票还需要多少天才能达到100万美元？下面是数学：</blockquote></p><p> <ul> <li>10 shares at DPO = 4,000 days (about 11 years)</li> <li>100 shares at DPO = 3,000 days (about 8 years)</li> <li>1,000 shares at DPO = 2,000 days (about 5.5 years)</li> <li>10,000 shares at DPO = 1,000 days (about 2.5 years)</li> </ul> Of course, this is mostly absurd. Getting 150% returns per year is outlandish and it would have required buying right at the DPO for $10 per share. Plus, you'd need to keep getting 150% per year. Also, it would require zero selling. And, much more. Although this is all fun, it's unrealistic for most investors.</p><p><blockquote><ul><li>10股DPO=4,000天（约11年）</li><li>100股DPO=3,000天（约8年）</li><li>1,000股DPO=2,000天（约5.5年）</li><li>10,000股DPO=1,000天（约2.5年）</li></ul>当然，这大多是荒谬的。每年获得150%的回报是很奇怪的，而且需要在DPO以每股10美元的价格购买。另外，你需要保持每年150%的收益。此外，它需要零销售。而且，还有更多。虽然这一切都很有趣，但对大多数投资者来说却是不现实的。</blockquote></p><p> So, the first big point is that even starting with a lot of money and lot of shares,<i>very few investors are hitting $1 million with PLTR right now</i>. And, even with robust assumptions, it'll take many more years to hit the big goal. Therefore, patience is required. There's no way around the math.</p><p><blockquote>所以，第一个重要的一点是，即使一开始有很多钱和很多股票，<i>目前很少有投资者通过PLTR达到100万美元</i>而且，即使有稳健的假设，也需要很多年才能实现这个大目标。因此，需要耐心。没有办法绕过数学。</blockquote></p><p> <b>More Reasonable Assumptions</b></p><p><blockquote><b>更合理的假设</b></blockquote></p><p> For a moment, let's review one basic ratio.</p><p><blockquote>一会儿，让我们回顾一下一个基本比率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/03d62686c7b3057066e9993cc4c676c3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Squinting a bit, you can see that PLTR's average price-to-sales ratio is about 28. Next, here are several more mature software companies, plus PayPal(NASDAQ:PYPL), CrowdStrike(NASDAQ:CRWD)and Snowflake(NYSE:SNOW)for a bit of fun, and added perspective.</p><p><blockquote>稍微眯一下眼睛，可以看到PLTR的平均市销率约为28。接下来，这里有几家更成熟的软件公司，加上PayPal（纳斯达克股票代码：PYPL）、CrowdStrike（纳斯达克股票代码：CRWD）和Snowflake（纽约证券交易所股票代码：SNOW），以获得一点乐趣，并增加视角。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5712325a7823b3bfb18b559201dbcc\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Not surprisingly, SNOW still has a much higher P/S ratio than PLTR. That's been the case for a while. And, CRWD is quite a bit higher. Then, naturally, all the older and bigger software companies I've shown here have significantly lower P/S ratios.<i>Maturity acts like gravity, pulling P/S down.</i></p><p><blockquote>毫不奇怪，SNOW的市盈率仍然远高于PLTR。这种情况已经有一段时间了。而且，CRWD要高得多。当然，我在这里展示的所有历史悠久、规模较大的软件公司的市盈率都明显较低。<i>成熟度就像重力一样，拉低市盈率。</i></blockquote></p><p></p><p> However, with PLTR, I could easily see the P/S hold around 28 for the next several years as long as strong growth is maintained. In fact, we could see the P/S grow upwards to 40-50, or perhaps higher. On the other hand, it could drop down into the 18-22 range. Of course, anything is possible but I'm trying to establish some guardrails.</p><p><blockquote>然而，通过PLTR，我可以很容易地看到，只要保持强劲增长，未来几年市盈率将保持在28左右。事实上，我们可以看到市盈率增长到40-50，甚至更高。另一方面，它可能会下降到18-22的范围。当然，一切皆有可能，但我正在努力建立一些护栏。</blockquote></p><p> Here's why this matters:</p><p><blockquote>这就是为什么这很重要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c1c90ea898fbbebcb6c5d7e728153db\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: PLTR Q2 Earnings Slides</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：PLTR第二季度收益幻灯片</span></p></blockquote></p><p> If revenue growth holds at 30% and price holds with respect to those sales, as the ratios indicate at this point, then we can do a bit of extrapolation. In other words, assuming 30% share price increases year over year isn't too crazy. Here's how that looks, assuming we start with a price of $25 right now:</p><p><blockquote>如果收入增长保持在30%，价格相对于这些销售额保持不变，如此时的比率所示，那么我们可以做一些外推。换句话说，假设股价同比上涨30%并不算太疯狂。假设我们现在的起价为25美元，情况如下：</blockquote></p><p> <ul> <li>2022 = $32.50</li> <li>2023 = $42.25</li> <li>2024 = $54.93</li> <li>2025 = $71.40</li> </ul> But, here's the rub. I think that maybe PLTR is sandbagging. I wrote an article all about this with a ton of interesting proof.</p><p><blockquote><ul><li>2022=$32.50</li><li>2023=$42.25</li><li>2024=$54.93</li><li>2025=$71.40</li></ul>但是，问题来了。我认为PLTR可能是沙袋。我写了一篇关于这个的文章，有很多有趣的证据。</blockquote></p><p> In fact, 40% growth might also be too conservative, and according to my projections, PLTR is actually quite capable of 50% CAGR through 2025. For reference:Palantir Is Sandbagging Growth Projections.</p><p><blockquote>事实上，40%的增长也可能过于保守，根据我的预测，PLTR实际上有能力在2025年实现50%的复合年增长率。供参考：Palantir正在对增长预测进行沙袋。</blockquote></p><p> Now, stick with me. Because at this point, we're moving from 30%, to a much higher set of numbers.</p><p><blockquote>现在，跟着我。因为在这一点上，我们正在从30%上升到一组更高的数字。</blockquote></p><p> Follow The Math</p><p><blockquote>遵循数学</blockquote></p><p> I ran some numbers back in that article back in June 2021 when PLTR was trading a little bit lower, at $24. Here are those projections:</p><p><blockquote>我在2021年6月的那篇文章中计算了一些数字，当时PLTR的交易价格略低，为24美元。以下是这些预测：</blockquote></p><p> <ul> <li>2022 = $34 (40% growth)</li> <li>2023 = $47 (40% growth)</li> <li>2024 = $66 (40% growth)</li> <li>2025 = $92 (40% growth)</li> </ul> Then...</p><p><blockquote><ul><li>2022年=34美元（增长40%）</li><li>2023年=47美元（增长40%）</li><li>2024年=66美元（增长40%）</li><li>2025年=92美元（增长40%）</li></ul>然后...</blockquote></p><p> <ul> <li>2022 = $36 (50% growth)</li> <li>2023 = $54 (50% growth)</li> <li>2024 = $81 (50% growth)</li> <li>2025 = $122 (50% growth)</li> </ul> Again, for reference:Palantir Is Sandbagging Growth Projections. The math tells us that if PLTR is expecting $4 billion in revenue by 2025, then it's got to grow way above 30%. So,<i>going way above $100 is perfectly rational.</i></p><p><blockquote><ul><li>2022年=36美元（增长50%）</li><li>2023年=54美元（增长50%）</li><li>2024年=81美元（增长50%）</li><li>2025年=122美元（增长50%）</li></ul>再次供参考：Palantir正在对增长预测进行沙袋。数学告诉我们，如果PLTR预计到2025年收入将达到40亿美元，那么它的增长速度必须远远超过30%。所以，<i>远高于100美元是完全合理的。</i></blockquote></p><p> Therefore, in 2025, being a PLTR millionaire would require just under 11,000 shares assuming 40% growth and hitting $92. Being a PLTR millionaire would require about 8,200 shares assuming 50% growth and hitting $122 per share.</p><p><blockquote>因此，假设增长40%并达到92美元，到2025年，成为PLTR百万富翁需要持有近11,000股股票。假设增长率为50%并达到每股122美元，成为PLTR百万富翁需要持有约8,200股。</blockquote></p><p> Getting your hands on 11,000 shares right now at $26 would set you back $286K and 8,200 shares would cost you about $213K. Roughly speaking, you'd need $200-300K of PLTR, depending on your assumptions, and then how things actually work out.</p><p><blockquote>现在以26美元的价格购买11,000股股票将花费您28.6万美元，而8,200股将花费您约21.3万美元。粗略地说，您需要20-30万美元的PLTR，具体取决于您的假设以及实际情况。</blockquote></p><p> Obviously, you can run your own numbers for your own portfolio from this point. The frameworks are simple, but clear. While I don't expect any kind of smooth growth from here, I do expect tremendous and growing strength over the coming 3-5 years, let alone the next 8-10 years.</p><p><blockquote>显然，从这一点开始，您可以为自己的投资组合运行自己的数字。框架很简单，但很清晰。虽然我不指望这里会有任何平稳的增长，但我确实预计未来3-5年会有巨大的增长力量，更不用说未来8-10年了。</blockquote></p><p> With a substantial \"down payment\" becoming a PLTR millionaire isn't impossible, but that's not exact the point. Instead, it's to consider the tremendous growth in PLTR itself, but also the share price along the way. Even a modest amount of PLTR could turn into a handsome pile; thank you, growth.</p><p><blockquote>有了可观的“首付”，成为PLTR百万富翁并非不可能，但这并不是重点。相反，要考虑PLTR本身的巨大增长，还要考虑一路走来的股价。即使是适量的PLTR也可能变成一大堆；谢谢你，成长。</blockquote></p><p> <b>Is Leverage Worth It?</b></p><p><blockquote><b>杠杆值得吗？</b></blockquote></p><p> Maybe we could use options to exploit leverage:</p><p><blockquote>也许我们可以使用期权来利用杠杆：</blockquote></p><p> Options can provide leverage. This means an option buyer can pay a relatively small premium for market exposure in relation to the contract value (usually 100 shares of the underlying stock). An investor can see large percentage gains from comparatively small, favorable percentage moves in the underlying product. Just remember the key risk if you're buying options:</p><p><blockquote>期权可以提供杠杆作用。这意味着期权买方可以为与合约价值（通常是100股标的股票）相关的市场敞口支付相对较小的溢价。投资者可以从基础产品相对较小、有利的百分比变动中看到较大的百分比收益。如果您购买期权，请记住主要风险：</blockquote></p><p> Leverage also has downside implications. If the underlying stock price does not rise or fall as anticipated during the lifetime of the option, leverage could magnify the investment's percentage loss. Options offer their owners a predetermined, set risk. <b>However, if the owner's options expire with no value, this loss can be the entire amount of the premium paid for the option</b>. [Emphasis: Author's] And, depending on your belief or \"faith\" in PLTR's growth, you could use long dated options or \"LEAPS\" to become wealthy with PLTR.</p><p><blockquote>杠杆也有负面影响。如果标的股票价格在期权有效期内没有按预期上涨或下跌，杠杆可能会放大投资的百分比损失。期权为其所有者提供了预定的、设定的风险。<b>但是，如果所有者的期权到期时没有价值，则该损失可以是为期权支付的溢价的全部金额</b>.[强调：作者的]而且，根据您对PLTR增长的信念或“信念”，您可以使用长期期权或“飞跃”通过PLTR致富。</blockquote></p><p> For example, we can easily go out all the way to early 2024:</p><p><blockquote>例如，我们可以轻松地一路走到2024年初：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fd29dee567adf170dd52396e1525bf0\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> Assuming you could buy PLTR LEAPs for $4.75 with a strike price of $40, then you could potentially do quite well if PLTR's growth numbers play out.</p><p><blockquote>假设您可以以4.75美元的价格购买PLTR LEAPs，执行价为40美元，那么如果PLTR的增长数据出现，您可能会做得很好。</blockquote></p><p> With 40% share price growth, PLTR would hit $47 by the end of 2023. And, with 50% growth, PLTR would hit $54 by the end of 2023.</p><p><blockquote>随着股价增长40%，PLTR到2023年底将达到47美元。而且，随着50%的增长，PLTR到2023年底将达到54美元。</blockquote></p><p> At a glance that sounds good,<i>but it's not fantastic</i>. I don't even really have to run the numbers because at a glance you can see that you'd maybe 2x to 3x your money invested right now using PLTR LEAPS with a $40 strike.</p><p><blockquote>听起来不错的一瞥，<i>但这并不美妙</i>.我什至不需要计算这些数字，因为一眼就可以看出，使用PLTR LEAPS和40美元的罢工，您现在可能会投资2到3倍的资金。</blockquote></p><p></p><p> Instead, maybe we'd want to look more closely at the $27 strike, for example:</p><p><blockquote>相反，也许我们需要更仔细地研究27美元的罢工，例如：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9ccabc791d1c116f6cda58e4dcf606\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> At this point, assuming $8 for each PLTR Jan 2024 LEAP with a $27 strike, we're looking at $12 assuming gains per LEAP with 40% growth. Furthermore, we're look at about $19 gains per LEAP with 50% growth.</p><p><blockquote>目前，假设PLTR 2024年1月每次飞跃8美元，执行价格为27美元，假设每次飞跃的收益增长40%，我们预计价格为12美元。此外，我们预计每次飞跃将获得约19美元的收益，增长率为50%。</blockquote></p><p> To be clear, what I'm doing is adding the $8 LEAP cost and the $27 strike price. That's $35. Then, I'm taking $47 which assumes 40% growth, and subtracting to get the difference, which is $12. And, I'm taking the $54 which assumes 50% growth, and subtracting the same way to get $19. Nothing too fancy here, and no complicated math. Either way,<i>it falls short again</i>.</p><p><blockquote>需要明确的是，我所做的是添加8美元的跳跃成本和27美元的执行价格。那是35美元。然后，我取47美元，假设增长40%，减去得到差额，即12美元。我取假设增长50%的54美元，用同样的方法减去得到19美元。这里没有太花哨的东西，也没有复杂的数学。不管怎样，<i>又功亏一篑</i>.</blockquote></p><p> Putting $8 in maybe gets us 1.5x to 2.5x returns in about 2 years. Of course, it could be more like 3x, or even maybe a bit higher. However, buying and holding is likely to generate similar gains,<i>with less risk</i>.</p><p><blockquote>投入8美元可能会在大约2年内获得1.5倍到2.5倍的回报。当然，它可能更像是3倍，甚至可能更高一点。然而，买入并持有可能会产生类似的收益，<i>风险较小</i>.</blockquote></p><p> The message is this. The options market is smart, and forward looking. And, in this case, it's basically letting us know that PLTR's growth is likely to be in the 40-50% range, as I've explained above. The deeper lesson is to have patience with PLTR common equity. The growth is there and leverage won't accelerate gains without adding too much risk.</p><p><blockquote>信息是这样的。期权市场是聪明的，也是前瞻性的。而且，在这种情况下，它基本上让我们知道PLTR的增长可能在40-50%的范围内，正如我上面解释的那样。更深刻的教训是对PLTR普通股要有耐心。增长是存在的，杠杆不会在不增加太多风险的情况下加速收益。</blockquote></p><p> At this point in time, I'm not investing in PLTR LEAPS. Buying and holding, with strong growth tailwinds is plenty good enough for most investors. Or, at a minimum, buying PLTR and holding is good enough for my portfolio.</p><p><blockquote>目前，我不会投资PLTR LEAPS。对于大多数投资者来说，在强劲增长的推动下买入并持有已经足够好了。或者，至少，购买PLTR并持有对我的投资组合来说已经足够好了。</blockquote></p><p> Wrap Up</p><p><blockquote>总结</blockquote></p><p> First, I looked at PLTR's early growth from $10 to $25 or so today. I'm not expecting 150% gains every year, however. That's far too greedy and besides, the uncertainty around PLTR is slowly fading, thereby stabilizing things quite a bit. In part, this is what's holding PLTR in the $22 to $28 range, I believe. The burn off of uncertainty has built a floor, or trading zone. I'm confident this floor will move upwards in 2022.</p><p><blockquote>首先，我看了PLTR早期从10美元增长到今天的25美元左右。然而，我预计每年不会有150%的收益。这太贪婪了，此外，围绕PLTR的不确定性正在慢慢消退，从而稳定了局势。我相信，在某种程度上，这就是PLTR保持在22美元至28美元范围内的原因。不确定性的消失建立了一个地板或交易区。我相信这一层会在2022年向上移动。</blockquote></p><p> Second, I reviewed PLTR's growth assumptions once again, showing how 30% growth per year is too probably too modest. Instead, it's looking like we'll see more like 40-50% per year for the next 3-5 years. Furthermore, assuming there's not a collapse in the P/S ratio, investors could enjoy 40-50% capital gains per year, although it might be quite lumpy along the way. If this is true, then hitting $90 to $120 in 2025 is rational.</p><p><blockquote>其次，我再次回顾了PLTR的增长假设，表明每年30%的增长可能过于温和。相反，看起来未来3-5年我们每年会看到40-50%的增长。此外，假设市盈率没有崩溃，投资者每年可以享受40-50%的资本收益，尽管在此过程中可能会相当不稳定。如果这是真的，那么2025年触及90美元至120美元是理性的。</blockquote></p><p> As a quick sidebar, I can see PLTR hitting somewhere between $65 to $85 by the end of 2023, along the way. If PLTR can show concrete growth, and if they can taper stock-based compensation, this seems quite plausible.</p><p><blockquote>作为一个快速边栏，我可以看到PLTR到2023年底将达到65美元至85美元之间。如果PLTR能够显示出具体的增长，并且如果他们能够减少基于股票的薪酬，这似乎是相当合理的。</blockquote></p><p> Third, I've used long-dated options and some rough math to show that using leverage on PLTR in the market probably isn't going to greatly accelerate gains over 2-3 years. However, even it does work out, the risk to capital goes up. While there are some times where options work well, e.g.,selling PLTR puts, using LEAPS right now doesn't look favorable enough. Better to buy and hold, in most cases.</p><p><blockquote>第三，我使用长期期权和一些粗略的数学计算表明，在市场上对PLTR使用杠杆可能不会在2-3年内大幅加速收益。然而，即使成功了，资本风险也会上升。虽然有些时候期权效果很好，例如出售PLTR看跌期权，但现在使用LEAPS看起来还不够有利。在大多数情况下，最好买入并持有。</blockquote></p><p> As another sidebar, I enjoyed looking at PLTR LEAPS, which gives investors some added confidence in PLTR's growth over the next 2-3 years. The options market is rather intelligent as a wisdom of the crowds prediction model. I'm seeing an optimistic \"thumbs up\" right now.<i>Growth Stock Renegade</i>subscribers got an extra special view of this phenomenon, I might add.</p><p><blockquote>作为另一个侧边栏，我喜欢关注PLTR的飞跃，这让投资者对PLTR未来2-3年的增长更有信心。期权市场作为人群预测模型的智慧相当聪明。我现在看到了乐观的“竖起大拇指”。<i>成长股叛徒</i>我可以补充一点，订户对这种现象有一个额外的特殊看法。</blockquote></p><p> And lastly, as a fun exercise, I've shown that you'd likely need 8,000 to 12,000 shares, and 40-50% CAGR on those shares, to reach $1 million. That would require setting aside $200-300K, and waiting patiently until 2025. Maybe that's acceptable, and maybe not, but at least you have a framework now to understand the potential. That's the real point.</p><p><blockquote>最后，作为一个有趣的练习，我已经证明了你可能需要8,000到12,000股，以及这些股票40-50%的复合年增长率，才能达到100万美元。这需要留出20-30万美元，并耐心等待到2025年。也许这是可以接受的，也许不是，但至少你现在有一个框架来理解潜力。这才是真正的重点。</blockquote></p><p> Obviously, you can take all of this data plus the growth rates and come to your own conclusions. What I know is that my confidence in PLTR is still quite high and I continue to maintain my bullish position.</p><p><blockquote>显然，你可以把所有这些数据加上增长率，得出自己的结论。我所知道的是，我对PLTR的信心仍然相当高，我继续维持我的看涨立场。</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>Palantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：2025年及以后的增长对价格意味着什么</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\">\nPalantir: What Growth Could Mean For Price In 2025 And Beyond<blockquote>Palantir：2025年及以后的增长对价格意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">SeekingAlpha</strong><span class=\"h-time small\">2021-11-02 22:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>First, I look at PLTR's early growth from $10 to $25 or so today.</li> <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is probably too modest.</li> <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years.</li> <li>Fourth, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/914f43b37e64c3a5067eb0b621b8686c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>KevinHyde/iStock via Getty Images</span></p><p><blockquote><ul><li>首先，我看看PLTR从10美元到今天25美元左右的早期增长。</li><li>其次，我再次回顾了PLTR的增长假设，表明每年30%的增长可能过于温和。</li><li>第三，我展示了使用长期期权的PLTR杠杆可能不会在未来2-3年内大大加速投资者的收益。</li><li>第四，我解释了根据理性增长模型，到2025年底PLTR股票达到100万美元需要多少股。</li></ul><p class=\"t-img-caption\"><span>KevinHyde/iStock来自Getty Images</span></p></blockquote></p><p> <b>Background</b></p><p><blockquote><b>背景</b></blockquote></p><p> It's very simple really. What's growth really mean for Palantir(NYSE:PLTR)investors in 2022, 2023, 2024 and beyond? This is more difficult to answer than it might appear on the surface but all will be revealed.</p><p><blockquote>真的很简单。2022年、2023年、2024年及以后的增长对Palantir(NYSE：PLTR)投资者真正意味着什么？这比表面上看起来更难回答，但一切都将被揭示。</blockquote></p><p> Here's how the article will play out.</p><p><blockquote>这篇文章将如何展开。</blockquote></p><p> <ul> <li>First, I look at PLTR's early growth from $10 to $25 or so today. I don't expect the same year-over-year growth, but PLTR investors today could still do very well.</li> <li>Second, I review PLTR's growth assumptions once again showing how 30% growth per year is too probably too modest. I still believe PLTR is sandbagging.</li> <li>Third, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years. That's not to say options are bad, but LEAPS don't look sexy here.</li> <li>Lastly, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models. This is not \"get rich quick\" at all, but instead it's meant to be an intriguing way to frame future growth for any investor.</li> </ul> <b>Past Performance Won't Get You There</b></p><p><blockquote><ul><li>首先，我看看PLTR从10美元到今天25美元左右的早期增长。我预计不会出现同样的同比增长，但PLTR投资者今天仍然可以做得很好。</li><li>其次，我再次回顾了PLTR的增长假设，表明每年30%的增长可能过于温和。我仍然相信PLTR是沙袋。</li><li>第三，我展示了使用长期期权的PLTR杠杆可能不会在未来2-3年内大大加速投资者的收益。这并不是说选项不好，但跳跃在这里看起来并不性感。</li><li>最后，我解释了根据理性增长模型，到2025年底PLTR股票达到100万美元需要多少股。这根本不是“快速致富”，而是对任何投资者来说都是一种构建未来增长的有趣方式。</li></ul><b>过去的表现不会让你达到目标</b></blockquote></p><p> Let's start with a basic approach. Here's how PLTR looks thus far:</p><p><blockquote>让我们从一个基本方法开始。以下是PLTR迄今为止的样子：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae3bb5915890ce620bdb3015a49df9b2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In one year, PLTR has gone up 155% going from $10 on September 30th, 2020 through $25.88 on October 29th, 2021. (I'm seeing $26.47 right now.)</p><p><blockquote>一年内，PLTR从2020年9月30日的10美元上涨至2021年10月29日的25.88美元，上涨了155%。（我现在看到的是26.47美元。）</blockquote></p><p> Although I don't expect similar results going forward, we can roughly estimate how things would look. It's been about 400 days since PLTR's DPO. Therefore, very grossly speaking, PLTR is gaining about 0.23% per day compounded. I did that fast, and very back-of-napkin, but it's still fun and interesting, if not ridiculous. Here's how things would look now if you bought at the DPO:</p><p><blockquote>虽然我预计未来不会出现类似的结果，但我们可以粗略估计事情会是什么样子。距离PLTR的DPO已经过去了大约400天。因此，粗略地说，PLTR每天的复合涨幅约为0.23%。我做得很快，非常像餐巾纸，但它仍然很有趣，如果不是荒谬的话。如果您在DPO购买，现在的情况如下：</blockquote></p><p> <ul> <li>10 shares at DPO for $100 = $250</li> <li>100 shares at DPO for $1,000 = $2,500</li> <li>1,000 shares at DPO for $10,000 = $25,000</li> <li>10,000 shares at DPO for $100,000 = $250,000</li> </ul> In other words, even with $100K invested you would not yet be a PLTR millionaire. How many more days at 0.23% would it take to reach $1 million in PLTR stock in this case? Here's the math:</p><p><blockquote><ul><li>DPO 10股，价格为100美元=250美元</li><li>DPO 100股，价格为1,000美元=2,500美元</li><li>DPO 1,000股，售价10,000美元=25,000美元</li><li>DPO 10,000股，售价100,000美元=250,000美元</li></ul>换句话说，即使投资了10万美元，你也不会成为PLTR百万富翁。在这种情况下，以0.23%的价格，PLTR股票还需要多少天才能达到100万美元？下面是数学：</blockquote></p><p> <ul> <li>10 shares at DPO = 4,000 days (about 11 years)</li> <li>100 shares at DPO = 3,000 days (about 8 years)</li> <li>1,000 shares at DPO = 2,000 days (about 5.5 years)</li> <li>10,000 shares at DPO = 1,000 days (about 2.5 years)</li> </ul> Of course, this is mostly absurd. Getting 150% returns per year is outlandish and it would have required buying right at the DPO for $10 per share. Plus, you'd need to keep getting 150% per year. Also, it would require zero selling. And, much more. Although this is all fun, it's unrealistic for most investors.</p><p><blockquote><ul><li>10股DPO=4,000天（约11年）</li><li>100股DPO=3,000天（约8年）</li><li>1,000股DPO=2,000天（约5.5年）</li><li>10,000股DPO=1,000天（约2.5年）</li></ul>当然，这大多是荒谬的。每年获得150%的回报是很奇怪的，而且需要在DPO以每股10美元的价格购买。另外，你需要保持每年150%的收益。此外，它需要零销售。而且，还有更多。虽然这一切都很有趣，但对大多数投资者来说却是不现实的。</blockquote></p><p> So, the first big point is that even starting with a lot of money and lot of shares,<i>very few investors are hitting $1 million with PLTR right now</i>. And, even with robust assumptions, it'll take many more years to hit the big goal. Therefore, patience is required. There's no way around the math.</p><p><blockquote>所以，第一个重要的一点是，即使一开始有很多钱和很多股票，<i>目前很少有投资者通过PLTR达到100万美元</i>而且，即使有稳健的假设，也需要很多年才能实现这个大目标。因此，需要耐心。没有办法绕过数学。</blockquote></p><p> <b>More Reasonable Assumptions</b></p><p><blockquote><b>更合理的假设</b></blockquote></p><p> For a moment, let's review one basic ratio.</p><p><blockquote>一会儿，让我们回顾一下一个基本比率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/03d62686c7b3057066e9993cc4c676c3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Squinting a bit, you can see that PLTR's average price-to-sales ratio is about 28. Next, here are several more mature software companies, plus PayPal(NASDAQ:PYPL), CrowdStrike(NASDAQ:CRWD)and Snowflake(NYSE:SNOW)for a bit of fun, and added perspective.</p><p><blockquote>稍微眯一下眼睛，可以看到PLTR的平均市销率约为28。接下来，这里有几家更成熟的软件公司，加上PayPal（纳斯达克股票代码：PYPL）、CrowdStrike（纳斯达克股票代码：CRWD）和Snowflake（纽约证券交易所股票代码：SNOW），以获得一点乐趣，并增加视角。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5712325a7823b3bfb18b559201dbcc\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Not surprisingly, SNOW still has a much higher P/S ratio than PLTR. That's been the case for a while. And, CRWD is quite a bit higher. Then, naturally, all the older and bigger software companies I've shown here have significantly lower P/S ratios.<i>Maturity acts like gravity, pulling P/S down.</i></p><p><blockquote>毫不奇怪，SNOW的市盈率仍然远高于PLTR。这种情况已经有一段时间了。而且，CRWD要高得多。当然，我在这里展示的所有历史悠久、规模较大的软件公司的市盈率都明显较低。<i>成熟度就像重力一样，拉低市盈率。</i></blockquote></p><p></p><p> However, with PLTR, I could easily see the P/S hold around 28 for the next several years as long as strong growth is maintained. In fact, we could see the P/S grow upwards to 40-50, or perhaps higher. On the other hand, it could drop down into the 18-22 range. Of course, anything is possible but I'm trying to establish some guardrails.</p><p><blockquote>然而，通过PLTR，我可以很容易地看到，只要保持强劲增长，未来几年市盈率将保持在28左右。事实上，我们可以看到市盈率增长到40-50，甚至更高。另一方面，它可能会下降到18-22的范围。当然，一切皆有可能，但我正在努力建立一些护栏。</blockquote></p><p> Here's why this matters:</p><p><blockquote>这就是为什么这很重要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c1c90ea898fbbebcb6c5d7e728153db\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: PLTR Q2 Earnings Slides</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：PLTR第二季度收益幻灯片</span></p></blockquote></p><p> If revenue growth holds at 30% and price holds with respect to those sales, as the ratios indicate at this point, then we can do a bit of extrapolation. In other words, assuming 30% share price increases year over year isn't too crazy. Here's how that looks, assuming we start with a price of $25 right now:</p><p><blockquote>如果收入增长保持在30%，价格相对于这些销售额保持不变，如此时的比率所示，那么我们可以做一些外推。换句话说，假设股价同比上涨30%并不算太疯狂。假设我们现在的起价为25美元，情况如下：</blockquote></p><p> <ul> <li>2022 = $32.50</li> <li>2023 = $42.25</li> <li>2024 = $54.93</li> <li>2025 = $71.40</li> </ul> But, here's the rub. I think that maybe PLTR is sandbagging. I wrote an article all about this with a ton of interesting proof.</p><p><blockquote><ul><li>2022=$32.50</li><li>2023=$42.25</li><li>2024=$54.93</li><li>2025=$71.40</li></ul>但是，问题来了。我认为PLTR可能是沙袋。我写了一篇关于这个的文章，有很多有趣的证据。</blockquote></p><p> In fact, 40% growth might also be too conservative, and according to my projections, PLTR is actually quite capable of 50% CAGR through 2025. For reference:Palantir Is Sandbagging Growth Projections.</p><p><blockquote>事实上，40%的增长也可能过于保守，根据我的预测，PLTR实际上有能力在2025年实现50%的复合年增长率。供参考：Palantir正在对增长预测进行沙袋。</blockquote></p><p> Now, stick with me. Because at this point, we're moving from 30%, to a much higher set of numbers.</p><p><blockquote>现在，跟着我。因为在这一点上，我们正在从30%上升到一组更高的数字。</blockquote></p><p> Follow The Math</p><p><blockquote>遵循数学</blockquote></p><p> I ran some numbers back in that article back in June 2021 when PLTR was trading a little bit lower, at $24. Here are those projections:</p><p><blockquote>我在2021年6月的那篇文章中计算了一些数字，当时PLTR的交易价格略低，为24美元。以下是这些预测：</blockquote></p><p> <ul> <li>2022 = $34 (40% growth)</li> <li>2023 = $47 (40% growth)</li> <li>2024 = $66 (40% growth)</li> <li>2025 = $92 (40% growth)</li> </ul> Then...</p><p><blockquote><ul><li>2022年=34美元（增长40%）</li><li>2023年=47美元（增长40%）</li><li>2024年=66美元（增长40%）</li><li>2025年=92美元（增长40%）</li></ul>然后...</blockquote></p><p> <ul> <li>2022 = $36 (50% growth)</li> <li>2023 = $54 (50% growth)</li> <li>2024 = $81 (50% growth)</li> <li>2025 = $122 (50% growth)</li> </ul> Again, for reference:Palantir Is Sandbagging Growth Projections. The math tells us that if PLTR is expecting $4 billion in revenue by 2025, then it's got to grow way above 30%. So,<i>going way above $100 is perfectly rational.</i></p><p><blockquote><ul><li>2022年=36美元（增长50%）</li><li>2023年=54美元（增长50%）</li><li>2024年=81美元（增长50%）</li><li>2025年=122美元（增长50%）</li></ul>再次供参考：Palantir正在对增长预测进行沙袋。数学告诉我们，如果PLTR预计到2025年收入将达到40亿美元，那么它的增长速度必须远远超过30%。所以，<i>远高于100美元是完全合理的。</i></blockquote></p><p> Therefore, in 2025, being a PLTR millionaire would require just under 11,000 shares assuming 40% growth and hitting $92. Being a PLTR millionaire would require about 8,200 shares assuming 50% growth and hitting $122 per share.</p><p><blockquote>因此，假设增长40%并达到92美元，到2025年，成为PLTR百万富翁需要持有近11,000股股票。假设增长率为50%并达到每股122美元，成为PLTR百万富翁需要持有约8,200股。</blockquote></p><p> Getting your hands on 11,000 shares right now at $26 would set you back $286K and 8,200 shares would cost you about $213K. Roughly speaking, you'd need $200-300K of PLTR, depending on your assumptions, and then how things actually work out.</p><p><blockquote>现在以26美元的价格购买11,000股股票将花费您28.6万美元，而8,200股将花费您约21.3万美元。粗略地说，您需要20-30万美元的PLTR，具体取决于您的假设以及实际情况。</blockquote></p><p> Obviously, you can run your own numbers for your own portfolio from this point. The frameworks are simple, but clear. While I don't expect any kind of smooth growth from here, I do expect tremendous and growing strength over the coming 3-5 years, let alone the next 8-10 years.</p><p><blockquote>显然，从这一点开始，您可以为自己的投资组合运行自己的数字。框架很简单，但很清晰。虽然我不指望这里会有任何平稳的增长，但我确实预计未来3-5年会有巨大的增长力量，更不用说未来8-10年了。</blockquote></p><p> With a substantial \"down payment\" becoming a PLTR millionaire isn't impossible, but that's not exact the point. Instead, it's to consider the tremendous growth in PLTR itself, but also the share price along the way. Even a modest amount of PLTR could turn into a handsome pile; thank you, growth.</p><p><blockquote>有了可观的“首付”，成为PLTR百万富翁并非不可能，但这并不是重点。相反，要考虑PLTR本身的巨大增长，还要考虑一路走来的股价。即使是适量的PLTR也可能变成一大堆；谢谢你，成长。</blockquote></p><p> <b>Is Leverage Worth It?</b></p><p><blockquote><b>杠杆值得吗？</b></blockquote></p><p> Maybe we could use options to exploit leverage:</p><p><blockquote>也许我们可以使用期权来利用杠杆：</blockquote></p><p> Options can provide leverage. This means an option buyer can pay a relatively small premium for market exposure in relation to the contract value (usually 100 shares of the underlying stock). An investor can see large percentage gains from comparatively small, favorable percentage moves in the underlying product. Just remember the key risk if you're buying options:</p><p><blockquote>期权可以提供杠杆作用。这意味着期权买方可以为与合约价值（通常是100股标的股票）相关的市场敞口支付相对较小的溢价。投资者可以从基础产品相对较小、有利的百分比变动中看到较大的百分比收益。如果您购买期权，请记住主要风险：</blockquote></p><p> Leverage also has downside implications. If the underlying stock price does not rise or fall as anticipated during the lifetime of the option, leverage could magnify the investment's percentage loss. Options offer their owners a predetermined, set risk. <b>However, if the owner's options expire with no value, this loss can be the entire amount of the premium paid for the option</b>. [Emphasis: Author's] And, depending on your belief or \"faith\" in PLTR's growth, you could use long dated options or \"LEAPS\" to become wealthy with PLTR.</p><p><blockquote>杠杆也有负面影响。如果标的股票价格在期权有效期内没有按预期上涨或下跌，杠杆可能会放大投资的百分比损失。期权为其所有者提供了预定的、设定的风险。<b>但是，如果所有者的期权到期时没有价值，则该损失可以是为期权支付的溢价的全部金额</b>.[强调：作者的]而且，根据您对PLTR增长的信念或“信念”，您可以使用长期期权或“飞跃”通过PLTR致富。</blockquote></p><p> For example, we can easily go out all the way to early 2024:</p><p><blockquote>例如，我们可以轻松地一路走到2024年初：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fd29dee567adf170dd52396e1525bf0\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> Assuming you could buy PLTR LEAPs for $4.75 with a strike price of $40, then you could potentially do quite well if PLTR's growth numbers play out.</p><p><blockquote>假设您可以以4.75美元的价格购买PLTR LEAPs，执行价为40美元，那么如果PLTR的增长数据出现，您可能会做得很好。</blockquote></p><p> With 40% share price growth, PLTR would hit $47 by the end of 2023. And, with 50% growth, PLTR would hit $54 by the end of 2023.</p><p><blockquote>随着股价增长40%，PLTR到2023年底将达到47美元。而且，随着50%的增长，PLTR到2023年底将达到54美元。</blockquote></p><p> At a glance that sounds good,<i>but it's not fantastic</i>. I don't even really have to run the numbers because at a glance you can see that you'd maybe 2x to 3x your money invested right now using PLTR LEAPS with a $40 strike.</p><p><blockquote>听起来不错的一瞥，<i>但这并不美妙</i>.我什至不需要计算这些数字，因为一眼就可以看出，使用PLTR LEAPS和40美元的罢工，您现在可能会投资2到3倍的资金。</blockquote></p><p></p><p> Instead, maybe we'd want to look more closely at the $27 strike, for example:</p><p><blockquote>相反，也许我们需要更仔细地研究27美元的罢工，例如：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9ccabc791d1c116f6cda58e4dcf606\" tg-width=\"397\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: TD Ameritrade</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：德美利证券</span></p></blockquote></p><p> At this point, assuming $8 for each PLTR Jan 2024 LEAP with a $27 strike, we're looking at $12 assuming gains per LEAP with 40% growth. Furthermore, we're look at about $19 gains per LEAP with 50% growth.</p><p><blockquote>目前，假设PLTR 2024年1月每次飞跃8美元，执行价格为27美元，假设每次飞跃的收益增长40%，我们预计价格为12美元。此外，我们预计每次飞跃将获得约19美元的收益，增长率为50%。</blockquote></p><p> To be clear, what I'm doing is adding the $8 LEAP cost and the $27 strike price. That's $35. Then, I'm taking $47 which assumes 40% growth, and subtracting to get the difference, which is $12. And, I'm taking the $54 which assumes 50% growth, and subtracting the same way to get $19. Nothing too fancy here, and no complicated math. Either way,<i>it falls short again</i>.</p><p><blockquote>需要明确的是，我所做的是添加8美元的跳跃成本和27美元的执行价格。那是35美元。然后，我取47美元，假设增长40%，减去得到差额，即12美元。我取假设增长50%的54美元，用同样的方法减去得到19美元。这里没有太花哨的东西，也没有复杂的数学。不管怎样，<i>又功亏一篑</i>.</blockquote></p><p> Putting $8 in maybe gets us 1.5x to 2.5x returns in about 2 years. Of course, it could be more like 3x, or even maybe a bit higher. However, buying and holding is likely to generate similar gains,<i>with less risk</i>.</p><p><blockquote>投入8美元可能会在大约2年内获得1.5倍到2.5倍的回报。当然，它可能更像是3倍，甚至可能更高一点。然而，买入并持有可能会产生类似的收益，<i>风险较小</i>.</blockquote></p><p> The message is this. The options market is smart, and forward looking. And, in this case, it's basically letting us know that PLTR's growth is likely to be in the 40-50% range, as I've explained above. The deeper lesson is to have patience with PLTR common equity. The growth is there and leverage won't accelerate gains without adding too much risk.</p><p><blockquote>信息是这样的。期权市场是聪明的，也是前瞻性的。而且，在这种情况下，它基本上让我们知道PLTR的增长可能在40-50%的范围内，正如我上面解释的那样。更深刻的教训是对PLTR普通股要有耐心。增长是存在的，杠杆不会在不增加太多风险的情况下加速收益。</blockquote></p><p> At this point in time, I'm not investing in PLTR LEAPS. Buying and holding, with strong growth tailwinds is plenty good enough for most investors. Or, at a minimum, buying PLTR and holding is good enough for my portfolio.</p><p><blockquote>目前，我不会投资PLTR LEAPS。对于大多数投资者来说，在强劲增长的推动下买入并持有已经足够好了。或者，至少，购买PLTR并持有对我的投资组合来说已经足够好了。</blockquote></p><p> Wrap Up</p><p><blockquote>总结</blockquote></p><p> First, I looked at PLTR's early growth from $10 to $25 or so today. I'm not expecting 150% gains every year, however. That's far too greedy and besides, the uncertainty around PLTR is slowly fading, thereby stabilizing things quite a bit. In part, this is what's holding PLTR in the $22 to $28 range, I believe. The burn off of uncertainty has built a floor, or trading zone. I'm confident this floor will move upwards in 2022.</p><p><blockquote>首先，我看了PLTR早期从10美元增长到今天的25美元左右。然而，我预计每年不会有150%的收益。这太贪婪了，此外，围绕PLTR的不确定性正在慢慢消退，从而稳定了局势。我相信，在某种程度上，这就是PLTR保持在22美元至28美元范围内的原因。不确定性的消失建立了一个地板或交易区。我相信这一层会在2022年向上移动。</blockquote></p><p> Second, I reviewed PLTR's growth assumptions once again, showing how 30% growth per year is too probably too modest. Instead, it's looking like we'll see more like 40-50% per year for the next 3-5 years. Furthermore, assuming there's not a collapse in the P/S ratio, investors could enjoy 40-50% capital gains per year, although it might be quite lumpy along the way. If this is true, then hitting $90 to $120 in 2025 is rational.</p><p><blockquote>其次，我再次回顾了PLTR的增长假设，表明每年30%的增长可能过于温和。相反，看起来未来3-5年我们每年会看到40-50%的增长。此外，假设市盈率没有崩溃，投资者每年可以享受40-50%的资本收益，尽管在此过程中可能会相当不稳定。如果这是真的，那么2025年触及90美元至120美元是理性的。</blockquote></p><p> As a quick sidebar, I can see PLTR hitting somewhere between $65 to $85 by the end of 2023, along the way. If PLTR can show concrete growth, and if they can taper stock-based compensation, this seems quite plausible.</p><p><blockquote>作为一个快速边栏，我可以看到PLTR到2023年底将达到65美元至85美元之间。如果PLTR能够显示出具体的增长，并且如果他们能够减少基于股票的薪酬，这似乎是相当合理的。</blockquote></p><p> Third, I've used long-dated options and some rough math to show that using leverage on PLTR in the market probably isn't going to greatly accelerate gains over 2-3 years. However, even it does work out, the risk to capital goes up. While there are some times where options work well, e.g.,selling PLTR puts, using LEAPS right now doesn't look favorable enough. Better to buy and hold, in most cases.</p><p><blockquote>第三，我使用长期期权和一些粗略的数学计算表明，在市场上对PLTR使用杠杆可能不会在2-3年内大幅加速收益。然而，即使成功了，资本风险也会上升。虽然有些时候期权效果很好，例如出售PLTR看跌期权，但现在使用LEAPS看起来还不够有利。在大多数情况下，最好买入并持有。</blockquote></p><p> As another sidebar, I enjoyed looking at PLTR LEAPS, which gives investors some added confidence in PLTR's growth over the next 2-3 years. The options market is rather intelligent as a wisdom of the crowds prediction model. I'm seeing an optimistic \"thumbs up\" right now.<i>Growth Stock Renegade</i>subscribers got an extra special view of this phenomenon, I might add.</p><p><blockquote>作为另一个侧边栏，我喜欢关注PLTR的飞跃，这让投资者对PLTR未来2-3年的增长更有信心。期权市场作为人群预测模型的智慧相当聪明。我现在看到了乐观的“竖起大拇指”。<i>成长股叛徒</i>我可以补充一点，订户对这种现象有一个额外的特殊看法。</blockquote></p><p> And lastly, as a fun exercise, I've shown that you'd likely need 8,000 to 12,000 shares, and 40-50% CAGR on those shares, to reach $1 million. That would require setting aside $200-300K, and waiting patiently until 2025. Maybe that's acceptable, and maybe not, but at least you have a framework now to understand the potential. That's the real point.</p><p><blockquote>最后，作为一个有趣的练习，我已经证明了你可能需要8,000到12,000股，以及这些股票40-50%的复合年增长率，才能达到100万美元。这需要留出20-30万美元，并耐心等待到2025年。也许这是可以接受的，也许不是，但至少你现在有一个框架来理解潜力。这才是真正的重点。</blockquote></p><p> Obviously, you can take all of this data plus the growth rates and come to your own conclusions. What I know is that my confidence in PLTR is still quite high and I continue to maintain my bullish position.</p><p><blockquote>显然，你可以把所有这些数据加上增长率，得出自己的结论。我所知道的是，我对PLTR的信心仍然相当高，我继续维持我的看涨立场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4464239-palantir-what-growth-could-mean-for-price-in-2025-and-beyond\">SeekingAlpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4464239-palantir-what-growth-could-mean-for-price-in-2025-and-beyond","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117726029","content_text":"Summary\n\nFirst, I look at PLTR's early growth from $10 to $25 or so today.\nSecond, I review PLTR's growth assumptions once again showing how 30% growth per year is probably too modest.\nThird, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years.\nFourth, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models.\n\nKevinHyde/iStock via Getty Images\nBackground\nIt's very simple really. What's growth really mean for Palantir(NYSE:PLTR)investors in 2022, 2023, 2024 and beyond? This is more difficult to answer than it might appear on the surface but all will be revealed.\nHere's how the article will play out.\n\nFirst, I look at PLTR's early growth from $10 to $25 or so today. I don't expect the same year-over-year growth, but PLTR investors today could still do very well.\nSecond, I review PLTR's growth assumptions once again showing how 30% growth per year is too probably too modest. I still believe PLTR is sandbagging.\nThird, I show how leverage on PLTR using long-dated options probably isn't going to greatly accelerate investor gains over the next 2-3 years. That's not to say options are bad, but LEAPS don't look sexy here.\nLastly, I explain how many shares are needed right now to reach $1 million in PLTR stock by the end of 2025, given rational growth models. This is not \"get rich quick\" at all, but instead it's meant to be an intriguing way to frame future growth for any investor.\n\nPast Performance Won't Get You There\nLet's start with a basic approach. Here's how PLTR looks thus far:\n\nIn one year, PLTR has gone up 155% going from $10 on September 30th, 2020 through $25.88 on October 29th, 2021. (I'm seeing $26.47 right now.)\nAlthough I don't expect similar results going forward, we can roughly estimate how things would look. It's been about 400 days since PLTR's DPO. Therefore, very grossly speaking, PLTR is gaining about 0.23% per day compounded. I did that fast, and very back-of-napkin, but it's still fun and interesting, if not ridiculous. Here's how things would look now if you bought at the DPO:\n\n10 shares at DPO for $100 = $250\n100 shares at DPO for $1,000 = $2,500\n1,000 shares at DPO for $10,000 = $25,000\n10,000 shares at DPO for $100,000 = $250,000\n\nIn other words, even with $100K invested you would not yet be a PLTR millionaire. How many more days at 0.23% would it take to reach $1 million in PLTR stock in this case? Here's the math:\n\n10 shares at DPO = 4,000 days (about 11 years)\n100 shares at DPO = 3,000 days (about 8 years)\n1,000 shares at DPO = 2,000 days (about 5.5 years)\n10,000 shares at DPO = 1,000 days (about 2.5 years)\n\nOf course, this is mostly absurd. Getting 150% returns per year is outlandish and it would have required buying right at the DPO for $10 per share. Plus, you'd need to keep getting 150% per year. Also, it would require zero selling. And, much more. Although this is all fun, it's unrealistic for most investors.\nSo, the first big point is that even starting with a lot of money and lot of shares,very few investors are hitting $1 million with PLTR right now. And, even with robust assumptions, it'll take many more years to hit the big goal. Therefore, patience is required. There's no way around the math.\nMore Reasonable Assumptions\nFor a moment, let's review one basic ratio.\n\nSquinting a bit, you can see that PLTR's average price-to-sales ratio is about 28. Next, here are several more mature software companies, plus PayPal(NASDAQ:PYPL), CrowdStrike(NASDAQ:CRWD)and Snowflake(NYSE:SNOW)for a bit of fun, and added perspective.\n\nNot surprisingly, SNOW still has a much higher P/S ratio than PLTR. That's been the case for a while. And, CRWD is quite a bit higher. Then, naturally, all the older and bigger software companies I've shown here have significantly lower P/S ratios.Maturity acts like gravity, pulling P/S down.\nHowever, with PLTR, I could easily see the P/S hold around 28 for the next several years as long as strong growth is maintained. In fact, we could see the P/S grow upwards to 40-50, or perhaps higher. On the other hand, it could drop down into the 18-22 range. Of course, anything is possible but I'm trying to establish some guardrails.\nHere's why this matters:\nSource: PLTR Q2 Earnings Slides\nIf revenue growth holds at 30% and price holds with respect to those sales, as the ratios indicate at this point, then we can do a bit of extrapolation. In other words, assuming 30% share price increases year over year isn't too crazy. Here's how that looks, assuming we start with a price of $25 right now:\n\n2022 = $32.50\n2023 = $42.25\n2024 = $54.93\n2025 = $71.40\n\nBut, here's the rub. I think that maybe PLTR is sandbagging. I wrote an article all about this with a ton of interesting proof.\nIn fact, 40% growth might also be too conservative, and according to my projections, PLTR is actually quite capable of 50% CAGR through 2025. For reference:Palantir Is Sandbagging Growth Projections.\nNow, stick with me. Because at this point, we're moving from 30%, to a much higher set of numbers.\nFollow The Math\nI ran some numbers back in that article back in June 2021 when PLTR was trading a little bit lower, at $24. Here are those projections:\n\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nThen...\n\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nAgain, for reference:Palantir Is Sandbagging Growth Projections. The math tells us that if PLTR is expecting $4 billion in revenue by 2025, then it's got to grow way above 30%. So,going way above $100 is perfectly rational.\nTherefore, in 2025, being a PLTR millionaire would require just under 11,000 shares assuming 40% growth and hitting $92. Being a PLTR millionaire would require about 8,200 shares assuming 50% growth and hitting $122 per share.\nGetting your hands on 11,000 shares right now at $26 would set you back $286K and 8,200 shares would cost you about $213K. Roughly speaking, you'd need $200-300K of PLTR, depending on your assumptions, and then how things actually work out.\nObviously, you can run your own numbers for your own portfolio from this point. The frameworks are simple, but clear. While I don't expect any kind of smooth growth from here, I do expect tremendous and growing strength over the coming 3-5 years, let alone the next 8-10 years.\nWith a substantial \"down payment\" becoming a PLTR millionaire isn't impossible, but that's not exact the point. Instead, it's to consider the tremendous growth in PLTR itself, but also the share price along the way. Even a modest amount of PLTR could turn into a handsome pile; thank you, growth.\nIs Leverage Worth It?\nMaybe we could use options to exploit leverage:\n\n Options can provide leverage. This means an option buyer can pay a relatively small premium for market exposure in relation to the contract value (usually 100 shares of the underlying stock). An investor can see large percentage gains from comparatively small, favorable percentage moves in the underlying product.\n\nJust remember the key risk if you're buying options:\n\n Leverage also has downside implications. If the underlying stock price does not rise or fall as anticipated during the lifetime of the option, leverage could magnify the investment's percentage loss. Options offer their owners a predetermined, set risk.\n However, if the owner's options expire with no value, this loss can be the entire amount of the premium paid for the option. [Emphasis: Author's]\n\nAnd, depending on your belief or \"faith\" in PLTR's growth, you could use long dated options or \"LEAPS\" to become wealthy with PLTR.\nFor example, we can easily go out all the way to early 2024:\nSource: TD Ameritrade\nAssuming you could buy PLTR LEAPs for $4.75 with a strike price of $40, then you could potentially do quite well if PLTR's growth numbers play out.\nWith 40% share price growth, PLTR would hit $47 by the end of 2023. And, with 50% growth, PLTR would hit $54 by the end of 2023.\nAt a glance that sounds good,but it's not fantastic. I don't even really have to run the numbers because at a glance you can see that you'd maybe 2x to 3x your money invested right now using PLTR LEAPS with a $40 strike.\nInstead, maybe we'd want to look more closely at the $27 strike, for example:\nSource: TD Ameritrade\nAt this point, assuming $8 for each PLTR Jan 2024 LEAP with a $27 strike, we're looking at $12 assuming gains per LEAP with 40% growth. Furthermore, we're look at about $19 gains per LEAP with 50% growth.\nTo be clear, what I'm doing is adding the $8 LEAP cost and the $27 strike price. That's $35. Then, I'm taking $47 which assumes 40% growth, and subtracting to get the difference, which is $12. And, I'm taking the $54 which assumes 50% growth, and subtracting the same way to get $19. Nothing too fancy here, and no complicated math. Either way,it falls short again.\nPutting $8 in maybe gets us 1.5x to 2.5x returns in about 2 years. Of course, it could be more like 3x, or even maybe a bit higher. However, buying and holding is likely to generate similar gains,with less risk.\nThe message is this. The options market is smart, and forward looking. And, in this case, it's basically letting us know that PLTR's growth is likely to be in the 40-50% range, as I've explained above. The deeper lesson is to have patience with PLTR common equity. The growth is there and leverage won't accelerate gains without adding too much risk.\nAt this point in time, I'm not investing in PLTR LEAPS. Buying and holding, with strong growth tailwinds is plenty good enough for most investors. Or, at a minimum, buying PLTR and holding is good enough for my portfolio.\nWrap Up\nFirst, I looked at PLTR's early growth from $10 to $25 or so today. I'm not expecting 150% gains every year, however. That's far too greedy and besides, the uncertainty around PLTR is slowly fading, thereby stabilizing things quite a bit. In part, this is what's holding PLTR in the $22 to $28 range, I believe. The burn off of uncertainty has built a floor, or trading zone. I'm confident this floor will move upwards in 2022.\nSecond, I reviewed PLTR's growth assumptions once again, showing how 30% growth per year is too probably too modest. Instead, it's looking like we'll see more like 40-50% per year for the next 3-5 years. Furthermore, assuming there's not a collapse in the P/S ratio, investors could enjoy 40-50% capital gains per year, although it might be quite lumpy along the way. If this is true, then hitting $90 to $120 in 2025 is rational.\nAs a quick sidebar, I can see PLTR hitting somewhere between $65 to $85 by the end of 2023, along the way. If PLTR can show concrete growth, and if they can taper stock-based compensation, this seems quite plausible.\nThird, I've used long-dated options and some rough math to show that using leverage on PLTR in the market probably isn't going to greatly accelerate gains over 2-3 years. However, even it does work out, the risk to capital goes up. While there are some times where options work well, e.g.,selling PLTR puts, using LEAPS right now doesn't look favorable enough. Better to buy and hold, in most cases.\nAs another sidebar, I enjoyed looking at PLTR LEAPS, which gives investors some added confidence in PLTR's growth over the next 2-3 years. The options market is rather intelligent as a wisdom of the crowds prediction model. I'm seeing an optimistic \"thumbs up\" right now.Growth Stock Renegadesubscribers got an extra special view of this phenomenon, I might add.\nAnd lastly, as a fun exercise, I've shown that you'd likely need 8,000 to 12,000 shares, and 40-50% CAGR on those shares, to reach $1 million. That would require setting aside $200-300K, and waiting patiently until 2025. Maybe that's acceptable, and maybe not, but at least you have a framework now to understand the potential. That's the real point.\nObviously, you can take all of this data plus the growth rates and come to your own conclusions. What I know is that my confidence in PLTR is still quite high and I continue to maintain my bullish position.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855711873,"gmtCreate":1635400914281,"gmtModify":1635400914493,"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"bwkhoo","avatar":"https://static.tigerbbs.com/62d6e46769c7f3e2599cb62434f5f5c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576444918223783","authorIdStr":"3576444918223783"},"themes":[],"htmlText":"Sure. At highest point of $65. The current price level seems like a good deal. ","listText":"Sure. At highest point of $65. The current price level seems like a good deal. ","text":"Sure. At highest point of $65. The current price level seems like a good deal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855711873","repostId":"1132883630","repostType":4,"repost":{"id":"1132883630","kind":"news","pubTimestamp":1635399451,"share":"https://www.laohu8.com/m/news/1132883630?lang=zh_CN&edition=full","pubTime":"2021-10-28 13:37","market":"us","language":"en","title":"Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股价周三下跌：这是一个机会吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132883630","media":"Motley Fool","summary":"Investors are getting uncomfortable with the level of competition in the electric vehicle space.","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> After kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock <b>Nio</b>(NYSE:NIO) shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.</p><p><blockquote>电动汽车股周三开盘上涨并在早盘交易中上涨2%后<b>蔚来</b>（纽约证券交易所股票代码：蔚来）放弃了所有这些涨幅，甚至一些涨幅。截至收盘，蔚来股价下跌2.9%。</blockquote></p><p> It seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.</p><p><blockquote>投资者似乎正在权衡竞争加剧对这家中国汽车制造商前景的影响，并发现这令人担忧。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Nio's chief rival <b>Tesla</b>(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company <b>Hertz</b> earlier this week,it was back in the news again Wednesday after Hertz struck a deal with <b>Uber Technologies</b> to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.</p><p><blockquote>蔚来的主要竞争对手<b>特斯拉</b>（纳斯达克：TSLA）正在全力以赴。特斯拉从租赁公司获得10万辆电动汽车订单后<b>赫兹</b>本周早些时候，在赫兹与<b>优步科技</b>向其租赁50,000辆特斯拉电动汽车。尽管这一发展建立在赫兹之前的订单之上，但它反映了电动汽车行业的巨大潜力以及特斯拉已经在其中获得的明显吸引力。它在蔚来的核心市场中国也遥遥领先。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d13f2a97da1133832ade5c930059cf8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> On Wednesday morning,<b>General Motors</b>(NYSE:GM) CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.</p><p><blockquote>周三上午，<b>通用汽车</b>（纽约证券交易所股票代码：GM）首席执行官Mary Barra告诉CNBC，到2025年，这家汽车巨头在电动汽车销量方面“绝对”可以赶上特斯拉。6月，通用汽车宣布了一个雄心勃勃的目标，即到2025年在全球销售超过100万辆电动汽车，并在此期间对电动汽车和自动驾驶汽车进行了价值350亿美元的投资。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> EVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.</p><p><blockquote>电动汽车目前是一个热门市场，而这仅仅是个开始。因此，竞争加剧也就不足为奇了，因为几乎每家汽车制造商都在努力在具有指数增长潜力的细分市场中分得一杯羹。</blockquote></p><p> Does that mean Nio will be edged out? I don't think so.</p><p><blockquote>这是否意味着蔚来将被淘汰？我不这么认为。</blockquote></p><p> In a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.</p><p><blockquote>在很短的时间内，蔚来已经成为国内顶级豪华汽车制造商之一。该公司上季度交付的汽车数量比以往任何时候都多，最近开始在欧洲销售，并计划于2022年在中国和挪威推出首款电动豪华轿车ET7，同时正在为低价车型制定蓝图。瞄准中国大众市场的车型。蔚来的电池即服务计划也使其比竞争对手更具优势，尤其是在注重成本的消费者中。</blockquote></p><p> So while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the most promising EV stocks right now to buy on a dip.</p><p><blockquote>因此，虽然特斯拉的胜利可能会暂时让蔚来投资者感到不安，但这家中国汽车制造商是一个长期增长的故事，看起来是目前最有前途的逢低买入电动汽车股票之一。</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>Nio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股价周三下跌：这是一个机会吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock Dropped Wednesday: Is This an Opportunity?<blockquote>蔚来股价周三下跌：这是一个机会吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-28 13:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> After kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock <b>Nio</b>(NYSE:NIO) shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.</p><p><blockquote>电动汽车股周三开盘上涨并在早盘交易中上涨2%后<b>蔚来</b>（纽约证券交易所股票代码：蔚来）放弃了所有这些涨幅，甚至一些涨幅。截至收盘，蔚来股价下跌2.9%。</blockquote></p><p> It seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.</p><p><blockquote>投资者似乎正在权衡竞争加剧对这家中国汽车制造商前景的影响，并发现这令人担忧。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Nio's chief rival <b>Tesla</b>(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company <b>Hertz</b> earlier this week,it was back in the news again Wednesday after Hertz struck a deal with <b>Uber Technologies</b> to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.</p><p><blockquote>蔚来的主要竞争对手<b>特斯拉</b>（纳斯达克：TSLA）正在全力以赴。特斯拉从租赁公司获得10万辆电动汽车订单后<b>赫兹</b>本周早些时候，在赫兹与<b>优步科技</b>向其租赁50,000辆特斯拉电动汽车。尽管这一发展建立在赫兹之前的订单之上，但它反映了电动汽车行业的巨大潜力以及特斯拉已经在其中获得的明显吸引力。它在蔚来的核心市场中国也遥遥领先。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d13f2a97da1133832ade5c930059cf8\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> On Wednesday morning,<b>General Motors</b>(NYSE:GM) CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.</p><p><blockquote>周三上午，<b>通用汽车</b>（纽约证券交易所股票代码：GM）首席执行官Mary Barra告诉CNBC，到2025年，这家汽车巨头在电动汽车销量方面“绝对”可以赶上特斯拉。6月，通用汽车宣布了一个雄心勃勃的目标，即到2025年在全球销售超过100万辆电动汽车，并在此期间对电动汽车和自动驾驶汽车进行了价值350亿美元的投资。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> EVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.</p><p><blockquote>电动汽车目前是一个热门市场，而这仅仅是个开始。因此，竞争加剧也就不足为奇了，因为几乎每家汽车制造商都在努力在具有指数增长潜力的细分市场中分得一杯羹。</blockquote></p><p> Does that mean Nio will be edged out? I don't think so.</p><p><blockquote>这是否意味着蔚来将被淘汰？我不这么认为。</blockquote></p><p> In a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.</p><p><blockquote>在很短的时间内，蔚来已经成为国内顶级豪华汽车制造商之一。该公司上季度交付的汽车数量比以往任何时候都多，最近开始在欧洲销售，并计划于2022年在中国和挪威推出首款电动豪华轿车ET7，同时正在为低价车型制定蓝图。瞄准中国大众市场的车型。蔚来的电池即服务计划也使其比竞争对手更具优势，尤其是在注重成本的消费者中。</blockquote></p><p> So while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the most promising EV stocks right now to buy on a dip.</p><p><blockquote>因此，虽然特斯拉的胜利可能会暂时让蔚来投资者感到不安，但这家中国汽车制造商是一个长期增长的故事，看起来是目前最有前途的逢低买入电动汽车股票之一。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/27/nio-stock-dropped-wednesday-is-this-an-opportunity/\">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":{"NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/10/27/nio-stock-dropped-wednesday-is-this-an-opportunity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132883630","content_text":"What happened\nAfter kicking off Wednesday on a positive note and popping by 2% in early morning trading,electric vehicle stock Nio(NYSE:NIO) shed all of those gains and then some. At the close of the session, Nio shares were down by 2.9%.\nIt seems investors are weighing the impact of rising competition on the Chinese automaker's prospects and finding it worrisome.\nSo what\nNio's chief rival Tesla(NASDAQ:TSLA)is firing on all cylinders. After Tesla bagged an order for 100,000 electric vehicles from rental company Hertz earlier this week,it was back in the news again Wednesday after Hertz struck a deal with Uber Technologies to rent it 50,000 Tesla EVs. Although that development built on Hertz's previous order, it reflects the massive potential of the EV industry and the unmistakable traction that Tesla has already gained within it. It's also racing ahead in Nio's core market of China.\nIMAGE SOURCE: GETTY IMAGES.\nOn Wednesday morning,General Motors(NYSE:GM) CEO Mary Barra told CNBC that the auto giant could \"absolutely\" catch up with Tesla on EV sales by 2025. In June, GM announced an ambitious goal of selling more than 1 million EVs worldwide by 2025, backed by investments worth $35 billion in EVs and autonomous vehicles over that period.\nNow what\nEVs are a hot market right now, and this is just the start. It's therefore unsurprising to see competition intensifying as nearly every automaker strives to get a piece of a market segment with exponential growth potential.\nDoes that mean Nio will be edged out? I don't think so.\nIn a short span of time, Nio has established itself as one of the top luxury car makers in China. It delivered more vehicles last quarter than it ever had before, recently began selling in Europe, and is set to launch its first electric luxury sedan, the ET7, in China as well as Norway in 2022 even as it prepares a blueprint for low-priced models to target the mass market in China. Nio's battery-as-a-service program also gives it an edge over rivals, especially among cost-conscious consumers.\nSo while Tesla's wins may rattle Nio investors momentarily, the Chinese automaker is a long-term growth story and looks like one of the most promising EV stocks right now to buy on a dip.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}