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2022-01-13
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Toplines Before US Market Open on Thursday
U.S. stock index futures were muted on Thursday ahead of jobless claims data and fresh inflation fig
Toplines Before US Market Open on Thursday
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2022-01-12
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2022-01-11
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Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky
Who needs parody cryptocurrency when car stocks are this exciting?
Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky
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points, or 0.15%, S&P 500 E-minis were up 4 points, or 0.08% and Nasdaq 100 E-minis were up 16.75 points, or 0.11%.</p><p><img src=\"https://static.tigerbbs.com/f77ec0ca73ee92370529277696f79690\" tg-width=\"1080\" tg-height=\"358\" width=\"100%\" height=\"auto\"/>The producer price index (PPI) for final demand is expected to rise 0.4% in December, compared with a 0.8% increase in November. In the 12 months through December, the PPI likely accelerated 9.8% after shooting up 9.6% in November.</p><p><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> gained 2.2% in premarket trading after beating estimates for fourth-quarter earnings and said it has recovered nearly 80% of its 2019 pre-pandemic level revenue.</p><p>More U.S. companies will report results on the final quarter of 2021 in the coming weeks, with year-over-year earnings growth from S&P 500 companies expected to be at 22.4%, according to IBES data from Refinitiv.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> – Delta shares rose 2.2% in the premarket after the airline beat top and bottom-line estimates for the fourth quarter. Delta earned an adjusted 22 cents per share, 8 cents above estimates, and said it expected a strong spring and summer travel season.</p><p><a href=\"https://laohu8.com/S/BA\">Boeing</a> – Boeing’s 737 MAX jet could resume service in China as soon as this month, according to a Bloomberg report. Boeing added 2.6% in the premarket.</p><p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a> – Moderna expects to report data by March from its Covid-19 vaccine trials involving children aged 2 to 5 years old. If the data is supportive, the company will file for approval to vaccinate that age group. Moderna fell 1.1% in premarket action.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit</a> – Later today, Virgin is scheduled to launch its first commercial satellite since going public. Its stock added 2.1% in the premarket after falling 5.8% in Wednesday trading.</p><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor</a> – Taiwan Semiconductor reported record quarterly profit, with the chipmaker beating analyst forecasts while also issuing an upbeat outlook amid surging demand for semiconductors. The stock rallied 3.8% in the premarket.</p><p><a href=\"https://laohu8.com/S/KBH\">KB Home </a> – KB Home reported quarterly earnings of $1.91 per share, 14 cents above estimates, although the home builder’s revenue was slightly below analyst forecasts. KB Home also issued a positive outlook for 2022, and its stock surged 7.7% in premarket trading.</p><p><a href=\"https://laohu8.com/S/LEN\">Lennar</a> – Lennar increased its dividend by 50%, raising its annual payout to $1.50 per share from $1.00. The home builder’s next quarterly dividend of 37.5 cents per share will be paid on February 10 to shareholders of record as of January 27. The stock added 2.4% in the premarket.</p><p><a href=\"https://laohu8.com/S/SEDG\">SolarEdge Technologies</a>, <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> – SolarEdge gained 2.3% in premarket trading while Enphase rallied 3.2% after both alternative energy companies were upgraded to “buy” from “neutral” at Guggenheim. The firm said the potential negatives it highlighted last year – such as high valuations and optimistic forecasts – had largely dissipated.</p><p><a href=\"https://laohu8.com/S/RUN\">Sunrun</a> – The solar equipment company added 2.1% in the premarket after being named a top 2022 stock pick at Morgan Stanley, which said Sunrun is among companies with strong barriers to entry and little growth priced in.</p><p><a href=\"https://laohu8.com/S/MTCH\">Match Group</a>,<a href=\"https://laohu8.com/S/BMBL\">Bumble</a> – Goldman Sachs upgraded the dating service operators to “buy” from “neutral,” saying both would benefit from “structural industry tailwinds” in the years ahead. Match rose 3.2% in premarket trading and Bumble gained 3.1%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">2022-01-13 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures were muted on Thursday ahead of jobless claims data and fresh inflation figures that are expected to give more cues on the Federal Reserve's tightening policy, while <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> led gains among carriers on strong earnings.</p><p>At 8:00 a.m. ET, Dow E-minis were up 53 points, or 0.15%, S&P 500 E-minis were up 4 points, or 0.08% and Nasdaq 100 E-minis were up 16.75 points, or 0.11%.</p><p><img src=\"https://static.tigerbbs.com/f77ec0ca73ee92370529277696f79690\" tg-width=\"1080\" tg-height=\"358\" width=\"100%\" height=\"auto\"/>The producer price index (PPI) for final demand is expected to rise 0.4% in December, compared with a 0.8% increase in November. In the 12 months through December, the PPI likely accelerated 9.8% after shooting up 9.6% in November.</p><p><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> gained 2.2% in premarket trading after beating estimates for fourth-quarter earnings and said it has recovered nearly 80% of its 2019 pre-pandemic level revenue.</p><p>More U.S. companies will report results on the final quarter of 2021 in the coming weeks, with year-over-year earnings growth from S&P 500 companies expected to be at 22.4%, according to IBES data from Refinitiv.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> – Delta shares rose 2.2% in the premarket after the airline beat top and bottom-line estimates for the fourth quarter. Delta earned an adjusted 22 cents per share, 8 cents above estimates, and said it expected a strong spring and summer travel season.</p><p><a href=\"https://laohu8.com/S/BA\">Boeing</a> – Boeing’s 737 MAX jet could resume service in China as soon as this month, according to a Bloomberg report. Boeing added 2.6% in the premarket.</p><p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a> – Moderna expects to report data by March from its Covid-19 vaccine trials involving children aged 2 to 5 years old. If the data is supportive, the company will file for approval to vaccinate that age group. Moderna fell 1.1% in premarket action.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit</a> – Later today, Virgin is scheduled to launch its first commercial satellite since going public. Its stock added 2.1% in the premarket after falling 5.8% in Wednesday trading.</p><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor</a> – Taiwan Semiconductor reported record quarterly profit, with the chipmaker beating analyst forecasts while also issuing an upbeat outlook amid surging demand for semiconductors. The stock rallied 3.8% in the premarket.</p><p><a href=\"https://laohu8.com/S/KBH\">KB Home </a> – KB Home reported quarterly earnings of $1.91 per share, 14 cents above estimates, although the home builder’s revenue was slightly below analyst forecasts. KB Home also issued a positive outlook for 2022, and its stock surged 7.7% in premarket trading.</p><p><a href=\"https://laohu8.com/S/LEN\">Lennar</a> – Lennar increased its dividend by 50%, raising its annual payout to $1.50 per share from $1.00. The home builder’s next quarterly dividend of 37.5 cents per share will be paid on February 10 to shareholders of record as of January 27. The stock added 2.4% in the premarket.</p><p><a href=\"https://laohu8.com/S/SEDG\">SolarEdge Technologies</a>, <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> – SolarEdge gained 2.3% in premarket trading while Enphase rallied 3.2% after both alternative energy companies were upgraded to “buy” from “neutral” at Guggenheim. The firm said the potential negatives it highlighted last year – such as high valuations and optimistic forecasts – had largely dissipated.</p><p><a href=\"https://laohu8.com/S/RUN\">Sunrun</a> – The solar equipment company added 2.1% in the premarket after being named a top 2022 stock pick at Morgan Stanley, which said Sunrun is among companies with strong barriers to entry and little growth priced in.</p><p><a href=\"https://laohu8.com/S/MTCH\">Match Group</a>,<a href=\"https://laohu8.com/S/BMBL\">Bumble</a> – Goldman Sachs upgraded the dating service operators to “buy” from “neutral,” saying both would benefit from “structural industry tailwinds” in the years ahead. Match rose 3.2% in premarket trading and Bumble gained 3.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164070580","content_text":"U.S. stock index futures were muted on Thursday ahead of jobless claims data and fresh inflation figures that are expected to give more cues on the Federal Reserve's tightening policy, while Delta Air Lines led gains among carriers on strong earnings.At 8:00 a.m. ET, Dow E-minis were up 53 points, or 0.15%, S&P 500 E-minis were up 4 points, or 0.08% and Nasdaq 100 E-minis were up 16.75 points, or 0.11%.The producer price index (PPI) for final demand is expected to rise 0.4% in December, compared with a 0.8% increase in November. In the 12 months through December, the PPI likely accelerated 9.8% after shooting up 9.6% in November.Delta Air Lines gained 2.2% in premarket trading after beating estimates for fourth-quarter earnings and said it has recovered nearly 80% of its 2019 pre-pandemic level revenue.More U.S. companies will report results on the final quarter of 2021 in the coming weeks, with year-over-year earnings growth from S&P 500 companies expected to be at 22.4%, according to IBES data from Refinitiv.Stocks making the biggest moves in the premarket:Delta Air Lines – Delta shares rose 2.2% in the premarket after the airline beat top and bottom-line estimates for the fourth quarter. Delta earned an adjusted 22 cents per share, 8 cents above estimates, and said it expected a strong spring and summer travel season.Boeing – Boeing’s 737 MAX jet could resume service in China as soon as this month, according to a Bloomberg report. Boeing added 2.6% in the premarket.Moderna – Moderna expects to report data by March from its Covid-19 vaccine trials involving children aged 2 to 5 years old. If the data is supportive, the company will file for approval to vaccinate that age group. Moderna fell 1.1% in premarket action.Virgin Orbit – Later today, Virgin is scheduled to launch its first commercial satellite since going public. Its stock added 2.1% in the premarket after falling 5.8% in Wednesday trading.Taiwan Semiconductor – Taiwan Semiconductor reported record quarterly profit, with the chipmaker beating analyst forecasts while also issuing an upbeat outlook amid surging demand for semiconductors. The stock rallied 3.8% in the premarket.KB Home – KB Home reported quarterly earnings of $1.91 per share, 14 cents above estimates, although the home builder’s revenue was slightly below analyst forecasts. KB Home also issued a positive outlook for 2022, and its stock surged 7.7% in premarket trading.Lennar – Lennar increased its dividend by 50%, raising its annual payout to $1.50 per share from $1.00. The home builder’s next quarterly dividend of 37.5 cents per share will be paid on February 10 to shareholders of record as of January 27. The stock added 2.4% in the premarket.SolarEdge Technologies, Enphase Energy – SolarEdge gained 2.3% in premarket trading while Enphase rallied 3.2% after both alternative energy companies were upgraded to “buy” from “neutral” at Guggenheim. The firm said the potential negatives it highlighted last year – such as high valuations and optimistic forecasts – had largely dissipated.Sunrun – The solar equipment company added 2.1% in the premarket after being named a top 2022 stock pick at Morgan Stanley, which said Sunrun is among companies with strong barriers to entry and little growth priced in.Match Group,Bumble – Goldman Sachs upgraded the dating service operators to “buy” from “neutral,” saying both would benefit from “structural industry tailwinds” in the years ahead. Match rose 3.2% in premarket trading and Bumble gained 3.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694600572,"gmtCreate":1641940822201,"gmtModify":1641940822443,"author":{"id":"4088639231266520","authorId":"4088639231266520","name":"JLBW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639231266520","idStr":"4088639231266520"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694600572","repostId":"1116515850","repostType":4,"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694104289,"gmtCreate":1641854820821,"gmtModify":1641854821010,"author":{"id":"4088639231266520","authorId":"4088639231266520","name":"JLBW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639231266520","idStr":"4088639231266520"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694104289","repostId":"1199490797","repostType":4,"repost":{"id":"1199490797","kind":"news","pubTimestamp":1641828722,"share":"https://www.laohu8.com/m/news/1199490797?lang=&edition=full","pubTime":"2022-01-10 23:32","market":"us","language":"en","title":"Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490797","media":"Barrons","summary":"Who needs parody cryptocurrency when car stocks are this exciting?","content":"<html><head></head><body><p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p></body></html>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 23:32 GMT+8 <a href=https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199490797","content_text":"Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695510264,"gmtCreate":1641517711061,"gmtModify":1641517711230,"author":{"id":"4088639231266520","authorId":"4088639231266520","name":"JLBW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639231266520","idStr":"4088639231266520"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695510264","repostId":"2201295996","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695846266,"gmtCreate":1641430867427,"gmtModify":1641430867594,"author":{"id":"4088639231266520","authorId":"4088639231266520","name":"JLBW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639231266520","idStr":"4088639231266520"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695846266","repostId":"2201255535","repostType":4,"isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695368134,"gmtCreate":1641345319257,"gmtModify":1641345319470,"author":{"id":"4088639231266520","authorId":"4088639231266520","name":"JLBW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639231266520","idStr":"4088639231266520"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695368134","repostId":"2201418283","repostType":4,"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695005437,"gmtCreate":1641258964735,"gmtModify":1641258964904,"author":{"id":"4088639231266520","authorId":"4088639231266520","name":"JLBW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639231266520","idStr":"4088639231266520"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695005437","repostId":"2200886475","repostType":4,"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}