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2021-03-10
$XPeng Inc.(XPEV)$
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XPeng Shares Have Fallen Far Enough for One Analyst<blockquote>一位分析师认为，小鹏汽车股价已经下跌了足够多</blockquote>
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Butrecent declinesare an opportunity according to one analyst who says Buy the ADRs now.Daiwa analyst Kelvin Lau double-upgraded Xpeng to Buy from Sell Tuesday. Typically, analysts move one notch at a time going, for instance, from Sell to Hold and then to Buy.Coming into Tuesday, XPeng ADRs were down about 23% over the past two weeks, for a year-to-date loss of 35%. The market hasn’t been kind to ","content":"<p>American depositary receipts of Chinese electric-vehicle maker XPeng has had a rough ride lately. Butrecent declinesare an opportunity according to one analyst who says Buy the ADRs now.</p><p><blockquote>中国电动汽车制造商小鹏汽车的美国存托凭证最近经历了一段艰难的时期。一位分析师表示，现在就购买美国存托凭证，但最近的下跌是一个机会。</blockquote></p><p> Daiwa analyst Kelvin Lau double-upgraded Xpeng (ticker: XPEV) to Buy from Sell Tuesday. Typically, analysts move one notch at a time going, for instance, from Sell to Hold and then to Buy.</p><p><blockquote>大和分析师 Kelvin Lau 周二将小鹏汽车（股票代码：XPEV）的评级从卖出两次上调至买入。通常，分析师一次移动一个档位，例如，从卖出到持有，然后再到买入。</blockquote></p><p> Despite the much more bullish take, Lau barely had to move hisprice target. It went to $34 from $32, up only about 6%. The reason for his call appears to be more about recent market action than aboutcompany-specificdevelopments.</p><p><blockquote>尽管看涨得多，刘几乎不必改变他的目标价。它从 32 美元上涨至 34 美元，仅上涨了约 6%。他做出看涨期权的原因似乎更多的是近期的市场行为，而不是公司特定的发展。</blockquote></p><p> Coming into Tuesday, XPeng ADRs were down about 23% over the past two weeks, for a year-to-date loss of 35%. The market hasn’t been kind to EV investors lately.Tesla (TSLA) stock was also down more than 20% over the past two weeks, coming into Tuesday trading.</p><p><blockquote>截至周二，小鹏汽车存托凭证在过去两周内下跌了约 23%，年初至今下跌了 35%。特斯拉（TSLA）股价在过去两周也下跌了20%以上，进入周二的交易。</blockquote></p><p> One reason for recent declines is that XPeng, and other Chinese EV makers, delivered fewer cars in February than in January, spooking investors. But February is the time of the Lunar New Year holiday, when sales of big-ticket items is often put on hold.XPeng managementtells<i>Barron’s</i>there is a two-week period in the month where it is essentially impossible to register a new car, as purchasing stops.</p><p><blockquote>近期销量下降的原因之一是，小鹏汽车和其他中国电动汽车制造商 2 月份的汽车交付量少于 1 月份，这让投资者感到恐慌。但二月是农历新年假期，大件商品的销售往往会暂停。小鹏汽车管理层表示<i>巴伦</i>每月有两周的时间，由于购买停止，基本上不可能注册新车。</blockquote></p><p> The bigger factor than deliveries, however, is fear of inflation. Higher inflation means higher interest rates, which are problematic for richly valued, high-growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.</p><p><blockquote>然而，比交付更大的因素是对通货膨胀的担忧。更高的通胀意味着更高的利率，这对高估值、高增长的股票来说有两个问题。首先，利率上升使融资增长更加昂贵。其次，高增长公司在未来产生大部分现金流和潜在股息。这种现金流的吸引力相对较小，因为投资者现在可以赚取更多利息。</blockquote></p><p> XPeng ADRs qualify as high-growth shares. Analysts expect sales to grow roughly 150% year over year in 2021.</p><p><blockquote>小鹏汽车存托凭证符合高增长股票的资格。分析师预计 2021 年销售额将同比增长约 150%。</blockquote></p><p> The upgrade is good news, but inflation fears will continue to affect XPeng ADRs for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity-price swings in the numbers.)</p><p><blockquote>升级是个好消息，但通胀担忧将在一段时间内继续影响小鹏汽车存托凭证。这使得周三的通胀数据比往常更具风险。经济学家预计，2月份的价格（不包括食品和能源）将比1月份上涨0.2%。（经济学家关注不包括食品和能源的通货膨胀，以避免大宗商品价格的波动。）</blockquote></p><p> XPeng ADRs are up about 11% on Tuesday. The upgrade helps. So does the bounce in tech stocks. The Nasdaq Composite,home to many high-growth stocks, is up 3%, bouncing back after its recent selloff. The S&P 500 and Dow Jones Industrial Averageare up about 1% and 0.1%, respectively.</p><p><blockquote>小鹏汽车存托凭证周二上涨约 11%。升级有帮助。科技股的反弹也是如此。许多高增长股票的所在地纳斯达克综合指数上涨了 3%，在最近的抛售后反弹。标普500和道琼斯工业平均指数分别上涨约1%和0.1%。</blockquote></p><p> With the upgrade, about 85% of analysts covering XPeng ADRs rate them at Buy. About 75% of analysts coveringLi Auto(LI), for comparison, rate those ADRs at Buy. More than 60% rateNIO(NIO)ADRs at Buy, which is theaverageBuy-rating ratio for stocks in the Dow.</p><p><blockquote>随着此次升级，约 85% 研究小鹏汽车存托凭证的分析师将其评级为买入。相比之下，约 75% 研究理想汽车 (LI) 的分析师将这些 ADR 评级为买入。超过 60% 的蔚来 ADR 被评为买入，这是道琼斯指数股票的平均买入评级比率。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Shares Have Fallen Far Enough for One Analyst<blockquote>一位分析师认为，小鹏汽车股价已经下跌了足够多</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Shares Have Fallen Far Enough for One Analyst<blockquote>一位分析师认为，小鹏汽车股价已经下跌了足够多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-10 17:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>American depositary receipts of Chinese electric-vehicle maker XPeng has had a rough ride lately. Butrecent declinesare an opportunity according to one analyst who says Buy the ADRs now.</p><p><blockquote>中国电动汽车制造商小鹏汽车的美国存托凭证最近经历了一段艰难的时期。一位分析师表示，现在就购买美国存托凭证，但最近的下跌是一个机会。</blockquote></p><p> Daiwa analyst Kelvin Lau double-upgraded Xpeng (ticker: XPEV) to Buy from Sell Tuesday. Typically, analysts move one notch at a time going, for instance, from Sell to Hold and then to Buy.</p><p><blockquote>大和分析师 Kelvin Lau 周二将小鹏汽车（股票代码：XPEV）的评级从卖出两次上调至买入。通常，分析师一次移动一个档位，例如，从卖出到持有，然后再到买入。</blockquote></p><p> Despite the much more bullish take, Lau barely had to move hisprice target. It went to $34 from $32, up only about 6%. The reason for his call appears to be more about recent market action than aboutcompany-specificdevelopments.</p><p><blockquote>尽管看涨得多，刘几乎不必改变他的目标价。它从 32 美元上涨至 34 美元，仅上涨了约 6%。他做出看涨期权的原因似乎更多的是近期的市场行为，而不是公司特定的发展。</blockquote></p><p> Coming into Tuesday, XPeng ADRs were down about 23% over the past two weeks, for a year-to-date loss of 35%. The market hasn’t been kind to EV investors lately.Tesla (TSLA) stock was also down more than 20% over the past two weeks, coming into Tuesday trading.</p><p><blockquote>截至周二，小鹏汽车存托凭证在过去两周内下跌了约 23%，年初至今下跌了 35%。特斯拉（TSLA）股价在过去两周也下跌了20%以上，进入周二的交易。</blockquote></p><p> One reason for recent declines is that XPeng, and other Chinese EV makers, delivered fewer cars in February than in January, spooking investors. But February is the time of the Lunar New Year holiday, when sales of big-ticket items is often put on hold.XPeng managementtells<i>Barron’s</i>there is a two-week period in the month where it is essentially impossible to register a new car, as purchasing stops.</p><p><blockquote>近期销量下降的原因之一是，小鹏汽车和其他中国电动汽车制造商 2 月份的汽车交付量少于 1 月份，这让投资者感到恐慌。但二月是农历新年假期，大件商品的销售往往会暂停。小鹏汽车管理层表示<i>巴伦</i>每月有两周的时间，由于购买停止，基本上不可能注册新车。</blockquote></p><p> The bigger factor than deliveries, however, is fear of inflation. Higher inflation means higher interest rates, which are problematic for richly valued, high-growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.</p><p><blockquote>然而，比交付更大的因素是对通货膨胀的担忧。更高的通胀意味着更高的利率，这对高估值、高增长的股票来说有两个问题。首先，利率上升使融资增长更加昂贵。其次，高增长公司在未来产生大部分现金流和潜在股息。这种现金流的吸引力相对较小，因为投资者现在可以赚取更多利息。</blockquote></p><p> XPeng ADRs qualify as high-growth shares. Analysts expect sales to grow roughly 150% year over year in 2021.</p><p><blockquote>小鹏汽车存托凭证符合高增长股票的资格。分析师预计 2021 年销售额将同比增长约 150%。</blockquote></p><p> The upgrade is good news, but inflation fears will continue to affect XPeng ADRs for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity-price swings in the numbers.)</p><p><blockquote>升级是个好消息，但通胀担忧将在一段时间内继续影响小鹏汽车存托凭证。这使得周三的通胀数据比往常更具风险。经济学家预计，2月份的价格（不包括食品和能源）将比1月份上涨0.2%。（经济学家关注不包括食品和能源的通货膨胀，以避免大宗商品价格的波动。）</blockquote></p><p> XPeng ADRs are up about 11% on Tuesday. The upgrade helps. So does the bounce in tech stocks. The Nasdaq Composite,home to many high-growth stocks, is up 3%, bouncing back after its recent selloff. The S&P 500 and Dow Jones Industrial Averageare up about 1% and 0.1%, respectively.</p><p><blockquote>小鹏汽车存托凭证周二上涨约 11%。升级有帮助。科技股的反弹也是如此。许多高增长股票的所在地纳斯达克综合指数上涨了 3%，在最近的抛售后反弹。标普500和道琼斯工业平均指数分别上涨约1%和0.1%。</blockquote></p><p> With the upgrade, about 85% of analysts covering XPeng ADRs rate them at Buy. About 75% of analysts coveringLi Auto(LI), for comparison, rate those ADRs at Buy. More than 60% rateNIO(NIO)ADRs at Buy, which is theaverageBuy-rating ratio for stocks in the Dow.</p><p><blockquote>随着此次升级，约 85% 研究小鹏汽车存托凭证的分析师将其评级为买入。相比之下，约 75% 研究理想汽车 (LI) 的分析师将这些 ADR 评级为买入。超过 60% 的蔚来 ADR 被评为买入，这是道琼斯指数股票的平均买入评级比率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/xpeng-shares-have-fallen-far-enough-for-one-analyst-51615305626?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团"},"source_url":"https://www.barrons.com/articles/xpeng-shares-have-fallen-far-enough-for-one-analyst-51615305626?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151478477","content_text":"American depositary receipts of Chinese electric-vehicle maker XPeng has had a rough ride lately. Butrecent declinesare an opportunity according to one analyst who says Buy the ADRs now.\nDaiwa analyst Kelvin Lau double-upgraded Xpeng (ticker: XPEV) to Buy from Sell Tuesday. Typically, analysts move one notch at a time going, for instance, from Sell to Hold and then to Buy.\nDespite the much more bullish take, Lau barely had to move hisprice target. It went to $34 from $32, up only about 6%. The reason for his call appears to be more about recent market action than aboutcompany-specificdevelopments.\nComing into Tuesday, XPeng ADRs were down about 23% over the past two weeks, for a year-to-date loss of 35%. The market hasn’t been kind to EV investors lately.Tesla (TSLA) stock was also down more than 20% over the past two weeks, coming into Tuesday trading.\nOne reason for recent declines is that XPeng, and other Chinese EV makers, delivered fewer cars in February than in January, spooking investors. But February is the time of the Lunar New Year holiday, when sales of big-ticket items is often put on hold.XPeng managementtellsBarron’sthere is a two-week period in the month where it is essentially impossible to register a new car, as purchasing stops.\nThe bigger factor than deliveries, however, is fear of inflation. Higher inflation means higher interest rates, which are problematic for richly valued, high-growth stocks in two ways. First, a rise in rates makes funding growth more expensive. Second, high-growth companies generate most of their cash flow and potential dividends far in the future. That cash flow is relatively less attractive as investors can earn more interest right now.\nXPeng ADRs qualify as high-growth shares. Analysts expect sales to grow roughly 150% year over year in 2021.\nThe upgrade is good news, but inflation fears will continue to affect XPeng ADRs for a while. That makes Wednesday’s inflation data a little higher stakes than usual. Economists expect prices—excluding food and energy—to be 0.2% higher in February compared with January. (Economists focus on inflation excluding food and energy to avoid commodity-price swings in the numbers.)\nXPeng ADRs are up about 11% on Tuesday. The upgrade helps. So does the bounce in tech stocks. The Nasdaq Composite,home to many high-growth stocks, is up 3%, bouncing back after its recent selloff. The S&P 500 and Dow Jones Industrial Averageare up about 1% and 0.1%, respectively.\nWith the upgrade, about 85% of analysts covering XPeng ADRs rate them at Buy. About 75% of analysts coveringLi Auto(LI), for comparison, rate those ADRs at Buy. More than 60% rateNIO(NIO)ADRs at Buy, which is theaverageBuy-rating ratio for stocks in the Dow.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["XPEV"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":23,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/323425258"}
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