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2021-12-21

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Nio Stock: Is It A Double Bagger?<blockquote>蔚来股票：是双重装袋者吗？</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":693577376,"tweetId":"693577376","gmtCreate":1640055208785,"gmtModify":1640056783755,"author":{"id":4092135943477500,"idStr":"4092135943477500","authorId":4092135943477500,"authorIdStr":"4092135943477500","name":"Trillion","avatar":"https://static.tigerbbs.com/a19127fe186fdb035e3fd7836eaa07ab","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Noted</body></html>","htmlText":"<html><head></head><body>Noted</body></html>","text":"Noted","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/693577376","repostId":1121664462,"repostType":2,"repost":{"id":"1121664462","kind":"news","pubTimestamp":1640054285,"share":"https://www.laohu8.com/m/news/1121664462?lang=zh_CN&edition=full","pubTime":"2021-12-21 10:38","market":"us","language":"en","title":"Nio Stock: Is It A Double Bagger?<blockquote>蔚来股票：是双重装袋者吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121664462","media":"TheStreet","summary":"Shares of Chinese EV maker Nio are down nearly 30% in the last month. However, here's why one Wall S","content":"Shares of Chinese EV maker Nio are down nearly 30% in the last month. However, here's why one Wall Street analyst thinks the Chinese electric vehicle maker is undervalued.<blockquote>中国电动汽车制造商蔚来的股价上个月下跌了近30%。然而，这就是为什么一位华尔街分析师认为这家中国电动汽车制造商被低估了。</blockquote> It's been a bad few weeks for electric vehicle (EV) maker Nio&nbsp;and other Chinese stocks.<blockquote>对于电动汽车（EV）制造商蔚来和其他中国股票来说，这几周是糟糕的几周。</blockquote> Shares of companies from various sectors -- including Nio, Alibaba, JD.com, and Baidu&nbsp;-- have plummeted.<blockquote>蔚来、阿里巴巴-SW、京东和百度等各个行业的公司股价都暴跌。</blockquote> Still, Wall Street likes Nio's fundamentals and still forecasts huge upside for its stock.<blockquote>尽管如此，华尔街还是喜欢蔚来汽车的基本面，并且仍然预测其股票有巨大的上涨空间。</blockquote> If you're considering an investment in EVs, here's why you might want to keep a close eye on Nio.<blockquote>如果您正在考虑投资电动汽车，这就是您可能需要密切关注蔚来的原因。</blockquote> <img src=\"https://static.tigerbbs.com/1add43d80c73c58cd2912b58e402a4bb\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Nio's ET5 model.<blockquote>图1：蔚来ET5车型。</blockquote> Why Wall Street Is Bullish on Nio<blockquote>为什么华尔街看好蔚来</blockquote> Nio is one of the major players in the EV market. Even though the company is far from achieving profitability, its market cap valuation is close to $50 billion.<blockquote>蔚来是电动汽车市场的主要参与者之一。尽管该公司远未实现盈利，但其市值估值已接近500亿美元。</blockquote> However, the stock has suffered from headwinds due to the ongoing computer chip shortage. To hedge against the latter threat, several giant Chinese firms have opted to list on the&nbsp;Hong Kong exchanges, as well as in New York.<blockquote>然而，由于持续的计算机芯片短缺，该股遭受了阻力。为了对冲后一种威胁，几家大型中国公司选择在香港和纽约证券交易所上市。</blockquote> But despite its questionable valuation and macroeconomic headwinds, Wall Street is extremely bullish on Nio. The&nbsp;consensus&nbsp;suggests that NIO is undervalued at current levels and forecasts more than 100% upside, with an average price target of $60. See below:<blockquote>但尽管估值存疑且面临宏观经济逆风，华尔街仍极度看好蔚来。共识表明，蔚来目前的估值被低估，预计上涨空间将超过 100%，平均目标价为 60 美元。见下文：</blockquote> <img src=\"https://static.tigerbbs.com/4e5c86b2a4aebaed4564826cd4837c98\" tg-width=\"1138\" tg-height=\"426\" width=\"100%\" height=\"auto\">Figure 2: NIO analyst rating consensus.<blockquote>图 2：蔚来分析师评级共识。</blockquote> Morgan Stanley: NIO Is a Strong EV Stock for 2022<blockquote>摩根士丹利：蔚来是 2022 年强劲的电动汽车股票</blockquote> A couple of weeks ago, Morgan Stanley analyst Tim Hsiaoupdatedhis rating on NIO, reiterating a Buy recommendation and forecasting a $66 price target. That would imply a 120% upside.<blockquote>几周前，摩根士丹利分析师 Tim Hsiao 更新了对蔚来的评级，重申买入建议，并预测目标价为 66 美元。这意味着 120% 的上涨空间。</blockquote> According to the analyst, Nio lagged its peers throughout the year after the chip shortage stalled the company’s growth capacity. Nio also suffered from a lack of new products, as well as a plant restructure.<blockquote>据这位分析师称，由于芯片短缺阻碍了公司的增长能力，蔚来全年都落后于同行。蔚来还面临着缺乏新产品以及工厂重组的问题。</blockquote> On the other hand, Hsiao also pointed out Nio may have missed its targets because its expectations were overly optimistic. In this case, more rational forecasts for 2022 will serve the company -- and its stock -- well.<blockquote>另一方面，萧也指出，蔚来可能未能达到目标，因为其预期过于乐观。在这种情况下，对 2022 年更理性的预测将有利于公司及其股票。</blockquote> Hsiao also mentioned that EV penetration in China is already tracking at 20% the 2025 target and that Nio will be a “key player to enjoy the structural tailwinds, with EV development still anchoring China's economic agenda in 2022.”<blockquote>肖还提到，中国的电动汽车渗透率已达到 2025 年 20% 的目标，蔚来将成为 “享受结构性顺风的关键参与者，电动汽车发展仍将是中国 2022 年经济议程的支柱”。</blockquote> Lastly, the analyst added that Nio has superior branding to its competitors and offers much more than car sales. The company also sells services, energy solutions, software, and other products.<blockquote>最后，这位分析师补充说，蔚来拥有优于竞争对手的品牌，并且提供的服务远不止汽车销售。该公司还销售服务、能源解决方案、软件和其他产品。</blockquote> In addition, the 2022 release of new EV models powered by the NT2.0 autonomous driving platform will likely accelerate Nio's growth for the long term.<blockquote>此外，2022 年发布的搭载 NT2.0 自动驾驶平台的新型电动汽车车型可能会加速蔚来汽车的长期增长。</blockquote> Our Take<blockquote>我们的看法</blockquote> It's undeniable that there's plenty of risk investing in growth stocks -- especially electric vehicle stocks. And in the case of NIO, the risk has increased since Chinese regulators have started forcing companies to delist from U.S. exchanges.<blockquote>不可否认，投资成长型股票——尤其是电动汽车股票——存在很大风险。就蔚来而言，自从中国监管机构开始迫使公司从美国交易所退市以来，风险就增加了。</blockquote> But it's also undeniable that the Chinese electric vehicle market has huge potential. Nio's products and services will likely see overwhelming demand in the foreseeable future.<blockquote>但同样不可否认的是，中国电动汽车市场潜力巨大。在可预见的未来，蔚来的产品和服务可能会出现巨大的需求。</blockquote> Long-term investors who want to capitalize on the EV market may want to watch NIO closely. But buckle up: Until the company proves its potential, its shares may experience a good deal of volatility.<blockquote>想要利用电动汽车市场的长期投资者可能需要密切关注蔚来。但请系好安全带：在该公司证明其潜力之前，其股价可能会经历大幅波动。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: Is It A Double Bagger?<blockquote>蔚来股票：是双重装袋者吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: Is It A Double Bagger?<blockquote>蔚来股票：是双重装袋者吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-12-21 10:38\n\n</h4>\n</header>\n<article>\nShares of Chinese EV maker Nio are down nearly 30% in the last month. However, here's why one Wall Street analyst thinks the Chinese electric vehicle maker is undervalued.<blockquote>中国电动汽车制造商蔚来的股价上个月下跌了近30%。然而，这就是为什么一位华尔街分析师认为这家中国电动汽车制造商被低估了。</blockquote> It's been a bad few weeks for electric vehicle (EV) maker Nio&nbsp;and other Chinese stocks.<blockquote>对于电动汽车（EV）制造商蔚来和其他中国股票来说，这几周是糟糕的几周。</blockquote> Shares of companies from various sectors -- including Nio, Alibaba, JD.com, and Baidu&nbsp;-- have plummeted.<blockquote>蔚来、阿里巴巴-SW、京东和百度等各个行业的公司股价都暴跌。</blockquote> Still, Wall Street likes Nio's fundamentals and still forecasts huge upside for its stock.<blockquote>尽管如此，华尔街还是喜欢蔚来汽车的基本面，并且仍然预测其股票有巨大的上涨空间。</blockquote> If you're considering an investment in EVs, here's why you might want to keep a close eye on Nio.<blockquote>如果您正在考虑投资电动汽车，这就是您可能需要密切关注蔚来的原因。</blockquote> <img src=\"https://static.tigerbbs.com/1add43d80c73c58cd2912b58e402a4bb\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\">Figure 1: Nio's ET5 model.<blockquote>图1：蔚来ET5车型。</blockquote> Why Wall Street Is Bullish on Nio<blockquote>为什么华尔街看好蔚来</blockquote> Nio is one of the major players in the EV market. Even though the company is far from achieving profitability, its market cap valuation is close to $50 billion.<blockquote>蔚来是电动汽车市场的主要参与者之一。尽管该公司远未实现盈利，但其市值估值已接近500亿美元。</blockquote> However, the stock has suffered from headwinds due to the ongoing computer chip shortage. To hedge against the latter threat, several giant Chinese firms have opted to list on the&nbsp;Hong Kong exchanges, as well as in New York.<blockquote>然而，由于持续的计算机芯片短缺，该股遭受了阻力。为了对冲后一种威胁，几家大型中国公司选择在香港和纽约证券交易所上市。</blockquote> But despite its questionable valuation and macroeconomic headwinds, Wall Street is extremely bullish on Nio. The&nbsp;consensus&nbsp;suggests that NIO is undervalued at current levels and forecasts more than 100% upside, with an average price target of $60. See below:<blockquote>但尽管估值存疑且面临宏观经济逆风，华尔街仍极度看好蔚来。共识表明，蔚来目前的估值被低估，预计上涨空间将超过 100%，平均目标价为 60 美元。见下文：</blockquote> <img src=\"https://static.tigerbbs.com/4e5c86b2a4aebaed4564826cd4837c98\" tg-width=\"1138\" tg-height=\"426\" width=\"100%\" height=\"auto\">Figure 2: NIO analyst rating consensus.<blockquote>图 2：蔚来分析师评级共识。</blockquote> Morgan Stanley: NIO Is a Strong EV Stock for 2022<blockquote>摩根士丹利：蔚来是 2022 年强劲的电动汽车股票</blockquote> A couple of weeks ago, Morgan Stanley analyst Tim Hsiaoupdatedhis rating on NIO, reiterating a Buy recommendation and forecasting a $66 price target. That would imply a 120% upside.<blockquote>几周前，摩根士丹利分析师 Tim Hsiao 更新了对蔚来的评级，重申买入建议，并预测目标价为 66 美元。这意味着 120% 的上涨空间。</blockquote> According to the analyst, Nio lagged its peers throughout the year after the chip shortage stalled the company’s growth capacity. Nio also suffered from a lack of new products, as well as a plant restructure.<blockquote>据这位分析师称，由于芯片短缺阻碍了公司的增长能力，蔚来全年都落后于同行。蔚来还面临着缺乏新产品以及工厂重组的问题。</blockquote> On the other hand, Hsiao also pointed out Nio may have missed its targets because its expectations were overly optimistic. In this case, more rational forecasts for 2022 will serve the company -- and its stock -- well.<blockquote>另一方面，萧也指出，蔚来可能未能达到目标，因为其预期过于乐观。在这种情况下，对 2022 年更理性的预测将有利于公司及其股票。</blockquote> Hsiao also mentioned that EV penetration in China is already tracking at 20% the 2025 target and that Nio will be a “key player to enjoy the structural tailwinds, with EV development still anchoring China's economic agenda in 2022.”<blockquote>肖还提到，中国的电动汽车渗透率已达到 2025 年 20% 的目标，蔚来将成为 “享受结构性顺风的关键参与者，电动汽车发展仍将是中国 2022 年经济议程的支柱”。</blockquote> Lastly, the analyst added that Nio has superior branding to its competitors and offers much more than car sales. The company also sells services, energy solutions, software, and other products.<blockquote>最后，这位分析师补充说，蔚来拥有优于竞争对手的品牌，并且提供的服务远不止汽车销售。该公司还销售服务、能源解决方案、软件和其他产品。</blockquote> In addition, the 2022 release of new EV models powered by the NT2.0 autonomous driving platform will likely accelerate Nio's growth for the long term.<blockquote>此外，2022 年发布的搭载 NT2.0 自动驾驶平台的新型电动汽车车型可能会加速蔚来汽车的长期增长。</blockquote> Our Take<blockquote>我们的看法</blockquote> It's undeniable that there's plenty of risk investing in growth stocks -- especially electric vehicle stocks. And in the case of NIO, the risk has increased since Chinese regulators have started forcing companies to delist from U.S. exchanges.<blockquote>不可否认，投资成长型股票——尤其是电动汽车股票——存在很大风险。就蔚来而言，自从中国监管机构开始迫使公司从美国交易所退市以来，风险就增加了。</blockquote> But it's also undeniable that the Chinese electric vehicle market has huge potential. Nio's products and services will likely see overwhelming demand in the foreseeable future.<blockquote>但同样不可否认的是，中国电动汽车市场潜力巨大。在可预见的未来，蔚来的产品和服务可能会出现巨大的需求。</blockquote> Long-term investors who want to capitalize on the EV market may want to watch NIO closely. But buckle up: Until the company proves its potential, its shares may experience a good deal of volatility.<blockquote>想要利用电动汽车市场的长期投资者可能需要密切关注蔚来。但请系好安全带：在该公司证明其潜力之前，其股价可能会经历大幅波动。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/nio-stock-is-it-a-double-bagger\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/nio-stock-is-it-a-double-bagger","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121664462","content_text":"Shares of Chinese EV maker Nio are down nearly 30% in the last month. However, here's why one Wall Street analyst thinks the Chinese electric vehicle maker is undervalued.\nIt's been a bad few weeks for electric vehicle (EV) maker Nio and other Chinese stocks.\nShares of companies from various sectors -- including Nio, Alibaba, JD.com, and Baidu -- have plummeted.\nStill, Wall Street likes Nio's fundamentals and still forecasts huge upside for its stock.\nIf you're considering an investment in EVs, here's why you might want to keep a close eye on Nio.\nFigure 1: Nio's ET5 model.\nWhy Wall Street Is Bullish on Nio\nNio is one of the major players in the EV market. Even though the company is far from achieving profitability, its market cap valuation is close to $50 billion.\nHowever, the stock has suffered from headwinds due to the ongoing computer chip shortage. To hedge against the latter threat, several giant Chinese firms have opted to list on the Hong Kong exchanges, as well as in New York.\nBut despite its questionable valuation and macroeconomic headwinds, Wall Street is extremely bullish on Nio. The consensus suggests that NIO is undervalued at current levels and forecasts more than 100% upside, with an average price target of $60. See below:\nFigure 2: NIO analyst rating consensus.\nMorgan Stanley: NIO Is a Strong EV Stock for 2022\nA couple of weeks ago, Morgan Stanley analyst Tim Hsiaoupdatedhis rating on NIO, reiterating a Buy recommendation and forecasting a $66 price target. That would imply a 120% upside.\nAccording to the analyst, Nio lagged its peers throughout the year after the chip shortage stalled the company’s growth capacity. Nio also suffered from a lack of new products, as well as a plant restructure.\nOn the other hand, Hsiao also pointed out Nio may have missed its targets because its expectations were overly optimistic. In this case, more rational forecasts for 2022 will serve the company -- and its stock -- well.\nHsiao also mentioned that EV penetration in China is already tracking at 20% the 2025 target and that Nio will be a “key player to enjoy the structural tailwinds, with EV development still anchoring China's economic agenda in 2022.”\nLastly, the analyst added that Nio has superior branding to its competitors and offers much more than car sales. The company also sells services, energy solutions, software, and other products.\nIn addition, the 2022 release of new EV models powered by the NT2.0 autonomous driving platform will likely accelerate Nio's growth for the long term.\nOur Take\nIt's undeniable that there's plenty of risk investing in growth stocks -- especially electric vehicle stocks. And in the case of NIO, the risk has increased since Chinese regulators have started forcing companies to delist from U.S. exchanges.\nBut it's also undeniable that the Chinese electric vehicle market has huge potential. Nio's products and services will likely see overwhelming demand in the foreseeable future.\nLong-term investors who want to capitalize on the EV market may want to watch NIO closely. But buckle up: Until the company proves its potential, its shares may experience a good deal of volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2875,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/693577376"}