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不敢卖空

事业线=门路。DRS is the way.

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- 不敢卖空不敢卖空
  ·2021-11-10
  lets see the bull smash your asshole or the bear tear me new 1
  @Lawson88：
  $Palantir Technologies Inc.(PLTR)$$20
  $Palantir Technologies Inc.(PLTR)$$20
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- 不敢卖空不敢卖空
  ·2021-11-10
  ok boomer
  The Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote>
  After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat th
  The Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote>
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- 不敢卖空不敢卖空
  ·2021-11-05
  short it like barry
  非常抱歉，此主贴已删除
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- 不敢卖空不敢卖空
  ·2021-10-02
  comment back
  非常抱歉，此主贴已删除
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- 不敢卖空不敢卖空
  ·2021-09-21
  $AMC Entertainment(AMC)$hedgie and paperhands are bestest buddies tonight
  1,237 评论
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- 不敢卖空不敢卖空
  ·2021-09-12
  darn fool
  非常抱歉，此主贴已删除
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- 不敢卖空不敢卖空
  ·2021-07-24
  what a fool, agree = likes
  非常抱歉，此主贴已删除
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- 不敢卖空不敢卖空
  ·2021-07-11
  likey mi for a great monday trade
  XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>
  Summary The aggressive growth of deliveries should help XPeng to continue to improve its top-line p
  XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>
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- 不敢卖空不敢卖空
  ·2021-07-10
  this ape need crayons and likes
  非常抱歉，此主贴已删除
  1,548 评论
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- 不敢卖空不敢卖空
  ·2021-07-07
  pua chee bye, long text and FOS opinions
  非常抱歉，此主贴已删除
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Inc.(PLTR)$$20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847528788","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847244942,"gmtCreate":1636529701767,"gmtModify":1636529702304,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"ok boomer","listText":"ok boomer","text":"ok boomer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847244942","repostId":"1156695981","repostType":2,"repost":{"id":"1156695981","kind":"news","pubTimestamp":1636514367,"share":"https://www.laohu8.com/m/news/1156695981?lang=zh_CN&edition=full","pubTime":"2021-11-10 11:19","market":"us","language":"en","title":"The Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156695981","media":"Marketwatch","summary":"After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat th","content":"<p>After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat the recent and unprecedented volatility in meme stocks like GameStop&nbsp;and AMC Entertainment&nbsp;are creating pockets of risk inside markets that could create real problems for the entire U.S. financial system.</p><p><blockquote>经过一些详细研究后，美联储周一表示，它开始担心游戏驿站和AMC院线等模因股票最近前所未有的波动正在市场内制造风险，可能会给整个美国金融体系带来真正的问题。</blockquote></p><p> On Tuesday, many of the self-professed “Apes” who created that volatility reacted to the Fed’s concern about meme stocks in a way best represented by, well, a meme:</p><p><blockquote>周二，许多自称制造波动的“猿类”对美联储对模因股票的担忧做出了反应，模因最能代表这一点：</blockquote></p><p> Based on actual textfrom the Fed’s most recent financial stability report, zero-commission trading apps and investors using social media to coordinate their trades have created a weaponized “echo chamber in which retail investors find themselves communicating most frequently with others with similar interests and views.”</p><p><blockquote>根据美联储最新金融稳定报告的实际文本，零佣金交易应用程序和使用社交媒体协调交易的投资者创造了一个武器化的“回音室”，散户投资者发现自己最频繁地与具有相似兴趣和观点的其他人进行交流。”</blockquote></p><p> In turn, the report found, those like-minded investors create huge waves of volatility and risk that could create real issues for the markets and the financial system in a downturn, especially with so many of these mostly younger retail investors exposing themselves to massive losses using leverage and options to execute their trades.</p><p><blockquote>报告发现，反过来，那些志同道合的投资者制造了巨大的波动和风险，可能会在经济低迷时期给市场和金融体系带来真正的问题，特别是在许多年轻散户投资者面临巨大损失的情况下。使用杠杆和期权执行交易。</blockquote></p><p> But that risk also can be felt elsewhere. Fed Gov. Lael Brainard wrote in a statement accompanying the report that it has already been seen inthe Archegos Capital Management meltdownsaga and could spread.</p><p><blockquote>但这种风险也可以在其他地方感受到。美联储理事莱尔·布雷纳德(Lael Brainard)在报告附带的一份声明中写道，这种情况已经在Archegos Capital Management的崩溃传奇中出现，并且可能会蔓延。</blockquote></p><p> “It highlights the potential for nonbank financial institutions such as hedge funds and other leveraged investors to generate large losses in the financial system,” Brainard wrote on Monday.</p><p><blockquote>布雷纳德周一写道：“这凸显了对冲基金和其他杠杆投资者等非银行金融机构在金融体系中造成巨额损失的可能性。”</blockquote></p><p> But while that warning — whichwasn’t Brainard’s first timeringing the alarm on the topic — might have been of concern for Wall Street, retail investors were unshaken.</p><p><blockquote>不过，尽管这一警告——这并不是布雷纳德第一次就这个话题发出警报——可能会引起华尔街的担忧，但散户投资者并没有动摇。</blockquote></p><p> Instead, many retail investors on social media spent Tuesday telling the Fed that using stocks to upend the existing structure of the financial system, by making hedge funds bleed, has been one of their goals all along, using the volatility to reveal what they see as widespread corruption.</p><p><blockquote>相反，社交媒体上的许多散户投资者周二告诉美联储，利用股票通过让对冲基金流血来颠覆金融体系的现有结构，一直是他们的目标之一，利用波动性来揭示他们所看到的普遍腐败。</blockquote></p><p> After all, it’s been no secret that Reddit’s Apes would like nothing more than to see hedge funds crippled by their own actions. Many individuals also expect the end result of that destruction to be a fairer system in which the little guy can thrive.</p><p><blockquote>毕竟，众所周知，Reddit的猿类最希望看到对冲基金因自己的行为而瘫痪。许多人还期望这种破坏的最终结果是一个更公平的系统，在这个系统中，小人物可以茁壮成长。</blockquote></p><p> “How is it that the ultra rich can basically GAMBLE in the stock market with over-leveraged positions, Dark Pools, insider information, etc. for YEARS and there is nothing to worry about,” read one very popular post on subreddit r/Superstonk.</p><p><blockquote>subreddit r/Superstonk上的一篇非常受欢迎的帖子写道：“为什么超级富豪基本上可以用过度杠杆头寸、暗池、内幕信息等在股市上赌博多年，没有什么可担心的。”</blockquote></p><p> “Yeah, these are pretty big words coming from an entity that printed 33% of money into existence in a year and then claimed that it wouldn’t lead to long term inflation,” opined user doned_mest_up. “They don’t quite yield the power over the economy that Reddit does, I suppose.”</p><p><blockquote>用户doned_mest_up表示：“是的，对于一个在一年内印刷了33%的货币，然后声称这不会导致长期通货膨胀的实体来说，这是相当大的言论。”“我想，它们并没有像Reddit那样对经济产生影响力。”</blockquote></p><p> But regardless of how Redditors or other retail investors feel, it is worth noting that Brainard’s involvement in the report should not be taken lightly. It has been recently reported thatshe has interviewed for the top job at the Fedand her chairmanship could include a much closer look at retail trading than Chairman Jerome Powell’s has so far.</p><p><blockquote>但无论Redditors或其他散户投资者的感受如何，值得注意的是，布雷纳德在报告中的参与不应掉以轻心。最近有报道称，她已经参加了美联储最高职位的面试，她的主席任期可能会比主席杰罗姆·鲍威尔迄今为止更密切地关注零售交易。</blockquote></p><p></p>","source":"lsy1603348471595","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>The Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</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; 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}\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\">\nThe Fed thinks meme stocks threaten the financial structure<blockquote>美联储认为模因股票威胁金融结构</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-10 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat the recent and unprecedented volatility in meme stocks like GameStop&nbsp;and AMC Entertainment&nbsp;are creating pockets of risk inside markets that could create real problems for the entire U.S. financial system.</p><p><blockquote>经过一些详细研究后，美联储周一表示，它开始担心游戏驿站和AMC院线等模因股票最近前所未有的波动正在市场内制造风险，可能会给整个美国金融体系带来真正的问题。</blockquote></p><p> On Tuesday, many of the self-professed “Apes” who created that volatility reacted to the Fed’s concern about meme stocks in a way best represented by, well, a meme:</p><p><blockquote>周二，许多自称制造波动的“猿类”对美联储对模因股票的担忧做出了反应，模因最能代表这一点：</blockquote></p><p> Based on actual textfrom the Fed’s most recent financial stability report, zero-commission trading apps and investors using social media to coordinate their trades have created a weaponized “echo chamber in which retail investors find themselves communicating most frequently with others with similar interests and views.”</p><p><blockquote>根据美联储最新金融稳定报告的实际文本，零佣金交易应用程序和使用社交媒体协调交易的投资者创造了一个武器化的“回音室”，散户投资者发现自己最频繁地与具有相似兴趣和观点的其他人进行交流。”</blockquote></p><p> In turn, the report found, those like-minded investors create huge waves of volatility and risk that could create real issues for the markets and the financial system in a downturn, especially with so many of these mostly younger retail investors exposing themselves to massive losses using leverage and options to execute their trades.</p><p><blockquote>报告发现，反过来，那些志同道合的投资者制造了巨大的波动和风险，可能会在经济低迷时期给市场和金融体系带来真正的问题，特别是在许多年轻散户投资者面临巨大损失的情况下。使用杠杆和期权执行交易。</blockquote></p><p> But that risk also can be felt elsewhere. Fed Gov. Lael Brainard wrote in a statement accompanying the report that it has already been seen inthe Archegos Capital Management meltdownsaga and could spread.</p><p><blockquote>但这种风险也可以在其他地方感受到。美联储理事莱尔·布雷纳德(Lael Brainard)在报告附带的一份声明中写道，这种情况已经在Archegos Capital Management的崩溃传奇中出现，并且可能会蔓延。</blockquote></p><p> “It highlights the potential for nonbank financial institutions such as hedge funds and other leveraged investors to generate large losses in the financial system,” Brainard wrote on Monday.</p><p><blockquote>布雷纳德周一写道：“这凸显了对冲基金和其他杠杆投资者等非银行金融机构在金融体系中造成巨额损失的可能性。”</blockquote></p><p> But while that warning — whichwasn’t Brainard’s first timeringing the alarm on the topic — might have been of concern for Wall Street, retail investors were unshaken.</p><p><blockquote>不过，尽管这一警告——这并不是布雷纳德第一次就这个话题发出警报——可能会引起华尔街的担忧，但散户投资者并没有动摇。</blockquote></p><p> Instead, many retail investors on social media spent Tuesday telling the Fed that using stocks to upend the existing structure of the financial system, by making hedge funds bleed, has been one of their goals all along, using the volatility to reveal what they see as widespread corruption.</p><p><blockquote>相反，社交媒体上的许多散户投资者周二告诉美联储，利用股票通过让对冲基金流血来颠覆金融体系的现有结构，一直是他们的目标之一，利用波动性来揭示他们所看到的普遍腐败。</blockquote></p><p> After all, it’s been no secret that Reddit’s Apes would like nothing more than to see hedge funds crippled by their own actions. Many individuals also expect the end result of that destruction to be a fairer system in which the little guy can thrive.</p><p><blockquote>毕竟，众所周知，Reddit的猿类最希望看到对冲基金因自己的行为而瘫痪。许多人还期望这种破坏的最终结果是一个更公平的系统，在这个系统中，小人物可以茁壮成长。</blockquote></p><p> “How is it that the ultra rich can basically GAMBLE in the stock market with over-leveraged positions, Dark Pools, insider information, etc. for YEARS and there is nothing to worry about,” read one very popular post on subreddit r/Superstonk.</p><p><blockquote>subreddit r/Superstonk上的一篇非常受欢迎的帖子写道：“为什么超级富豪基本上可以用过度杠杆头寸、暗池、内幕信息等在股市上赌博多年，没有什么可担心的。”</blockquote></p><p> “Yeah, these are pretty big words coming from an entity that printed 33% of money into existence in a year and then claimed that it wouldn’t lead to long term inflation,” opined user doned_mest_up. “They don’t quite yield the power over the economy that Reddit does, I suppose.”</p><p><blockquote>用户doned_mest_up表示：“是的，对于一个在一年内印刷了33%的货币，然后声称这不会导致长期通货膨胀的实体来说，这是相当大的言论。”“我想，它们并没有像Reddit那样对经济产生影响力。”</blockquote></p><p> But regardless of how Redditors or other retail investors feel, it is worth noting that Brainard’s involvement in the report should not be taken lightly. It has been recently reported thatshe has interviewed for the top job at the Fedand her chairmanship could include a much closer look at retail trading than Chairman Jerome Powell’s has so far.</p><p><blockquote>但无论Redditors或其他散户投资者的感受如何，值得注意的是，布雷纳德在报告中的参与不应掉以轻心。最近有报道称，她已经参加了美联储最高职位的面试，她的主席任期可能会比主席杰罗姆·鲍威尔迄今为止更密切地关注零售交易。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-fed-thinks-meme-stocks-threaten-the-financial-structure-retail-investors-say-thats-kind-of-the-point-11636498740?mod=home-page\">Marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/story/the-fed-thinks-meme-stocks-threaten-the-financial-structure-retail-investors-say-thats-kind-of-the-point-11636498740?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156695981","content_text":"After some detailed research, the Federal Reserve said on Monday thatit is beginning to worrythat the recent and unprecedented volatility in meme stocks like GameStop and AMC Entertainment are creating pockets of risk inside markets that could create real problems for the entire U.S. financial system.\nOn Tuesday, many of the self-professed “Apes” who created that volatility reacted to the Fed’s concern about meme stocks in a way best represented by, well, a meme:\nBased on actual textfrom the Fed’s most recent financial stability report, zero-commission trading apps and investors using social media to coordinate their trades have created a weaponized “echo chamber in which retail investors find themselves communicating most frequently with others with similar interests and views.”\nIn turn, the report found, those like-minded investors create huge waves of volatility and risk that could create real issues for the markets and the financial system in a downturn, especially with so many of these mostly younger retail investors exposing themselves to massive losses using leverage and options to execute their trades.\nBut that risk also can be felt elsewhere. Fed Gov. Lael Brainard wrote in a statement accompanying the report that it has already been seen inthe Archegos Capital Management meltdownsaga and could spread.\n“It highlights the potential for nonbank financial institutions such as hedge funds and other leveraged investors to generate large losses in the financial system,” Brainard wrote on Monday.\nBut while that warning — whichwasn’t Brainard’s first timeringing the alarm on the topic — might have been of concern for Wall Street, retail investors were unshaken.\nInstead, many retail investors on social media spent Tuesday telling the Fed that using stocks to upend the existing structure of the financial system, by making hedge funds bleed, has been one of their goals all along, using the volatility to reveal what they see as widespread corruption.\nAfter all, it’s been no secret that Reddit’s Apes would like nothing more than to see hedge funds crippled by their own actions. Many individuals also expect the end result of that destruction to be a fairer system in which the little guy can thrive.\n“How is it that the ultra rich can basically GAMBLE in the stock market with over-leveraged positions, Dark Pools, insider information, etc. for YEARS and there is nothing to worry about,” read one very popular post on subreddit r/Superstonk.\n“Yeah, these are pretty big words coming from an entity that printed 33% of money into existence in a year and then claimed that it wouldn’t lead to long term inflation,” opined user doned_mest_up. “They don’t quite yield the power over the economy that Reddit does, I suppose.”\nBut regardless of how Redditors or other retail investors feel, it is worth noting that Brainard’s involvement in the report should not be taken lightly. It has been recently reported thatshe has interviewed for the top job at the Fedand her chairmanship could include a much closer look at retail trading than Chairman Jerome Powell’s has so far.","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846348656,"gmtCreate":1636063334046,"gmtModify":1636063334473,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"short it like barry","listText":"short it like barry","text":"short it like 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back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864272540","repostId":"2172963995","repostType":4,"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869948070,"gmtCreate":1632238122090,"gmtModify":1632801834380,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hedgie and paperhands are bestest buddies tonight","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hedgie and paperhands are bestest buddies tonight","text":"$AMC Entertainment(AMC)$hedgie and paperhands are bestest buddies tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869948070","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888109898,"gmtCreate":1631449148114,"gmtModify":1631891516091,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"darn fool","listText":"darn fool","text":"darn fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888109898","repostId":"2166377772","repostType":4,"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174339950,"gmtCreate":1627075228970,"gmtModify":1631891516093,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"what a fool, agree = likes","listText":"what a fool, agree = likes","text":"what a fool, agree = likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174339950","repostId":"2153983997","repostType":4,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148827199,"gmtCreate":1625968421011,"gmtModify":1631891516096,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"likey mi for a great monday trade","listText":"likey mi for a great monday trade","text":"likey mi for a great monday trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148827199","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</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: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</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: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-11 09:42</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>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">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":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141276858,"gmtCreate":1625877800774,"gmtModify":1631891516099,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"this ape need crayons and likes","listText":"this ape need crayons and likes","text":"this ape need crayons and likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141276858","repostId":"2150030193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140412791,"gmtCreate":1625668587213,"gmtModify":1631891516106,"author":{"id":"3578455735381463","authorId":"3578455735381463","name":"不敢卖空","avatar":"https://static.tigerbbs.com/12e7b0a6bcac65500259e984166a7569","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578455735381463","authorIdStr":"3578455735381463"},"themes":[],"htmlText":"pua chee bye, long text&nbsp;and FOS opinions","listText":"pua chee bye, long text&nbsp;and FOS opinions","text":"pua chee bye, long text and FOS opinions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/140412791","repostId":"2149160390","repostType":2,"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}