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Sufiknight

Sufiknight

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2021-05-12

$SINGAPORE AIRLINES LTD(C6L.SI)$In the near term, more consolidation can be expected if it fails to close above $4.80. Next fibo retracement level is at $4.49.

2021-05-05

Waiting patiently. I believe it is still early days to enter tech stocks again. Wait for the dust to settle in the next 1 - 2 months.

Yellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示利率可能必须有所上升，以确保经济不会过热</blockquote>

2021-04-28

$Microvision(MVIS)$fly me to the moon...

2021-04-27

GOOG remains a long term buy even at current levels

Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>

2021-04-27

Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.

Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>

2021-04-27

$GameStop(GME)$nice...post market up another 13%

2021-04-27

$Tesla Motors(TSLA)$HODL?

2021-04-27

In line with expectations

BRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非 GAAP 每股收益为 0.93 美元</blockquote>

2021-04-27

$GameStop(GME)$Third wave is here

2021-04-25

Well said. I kinda agree with his views.

抱歉，原内容已删除

2021-04-24

$Alibaba(BABA)$a value and growth stock.

2021-04-22

$Tesla Motors(TSLA)$Will it test $800 or $690 next week?

2021-04-21

PLTR is a buy if you have a 5 years investment horizon.

抱歉，原内容已删除

2021-04-21

Means a big correction is coming next month. Stay tuned.

Money Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote>

2021-04-20

$Tiger Brokers(TIGR)$upcoming Robinhood IPO play

2021-04-20

$Tiger Brokers(TIGR)$HODL

2021-04-19

$GameStop(GME)$third round of short squeeze could be on the cards soon

2021-04-16

$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.

2021-04-16

Indeed. Squeeze by AMD and now NVDA

Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>

2021-04-15

$Coinbase Global, Inc.(COIN)$fly me to the moon...

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href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>In the near term, more&nbsp;consolidation can be expected if it fails to close above $4.80. 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Next fibo retracement level is at $4.49.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193693905","isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106710795,"gmtCreate":1620144523417,"gmtModify":1634207459311,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Waiting patiently. I believe it is still early days to enter tech stocks again.&nbsp;Wait for the dust to settle in the next 1 - 2 months.&nbsp;","listText":"Waiting patiently. I believe it is still early days to enter tech stocks again.&nbsp;Wait for the dust to settle in the next 1 - 2 months.&nbsp;","text":"Waiting patiently. I believe it is still early days to enter tech stocks again. Wait for the dust to settle in the next 1 - 2 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106710795","repostId":"1140575890","repostType":4,"repost":{"id":"1140575890","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620141444,"share":"https://www.laohunote.com/m/news/1140575890?lang=zh_CN&edition=full","pubTime":"2021-05-04 23:17","market":"us","language":"en","title":"Yellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示利率可能必须有所上升，以确保经济不会过热</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140575890","media":"Tiger Newspress","summary":"(May 4) Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to kee","content":"<p>(May 4)&nbsp;Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to keep a lid on the burgeoning growth of the U.S. economy brought on by trillions in government stimulus spending.</p><p><blockquote>（5月4日）财政部长珍妮特·耶伦（Janet Yellen）周二承认，利率可能不得不上升，以遏制数万亿美元政府刺激支出带来的美国经济蓬勃发展。</blockquote></p><p>\"It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat,\" Yellen said during a economic seminar presented by Th Atlantic. \"Even though additional spending is relatively small to the size of the economy, it could causae some very modest increases in interest rates.\"</p><p><blockquote>耶伦在《大西洋月刊》举办的经济研讨会上表示：“利率可能必须有所上升，以确保我们的经济不会过热。”“尽管额外支出相对于经济规模来说相对较小，但它可能会导致利率小幅上升。”</blockquote></p><p>\"But these are investments our economy needs to be competitive and productive,\" she added.</p><p><blockquote>“但这些都是我们的经济需要具有竞争力和生产力的投资，”她补充道。</blockquote></p><p>Nasdaq fell&nbsp;over 2%&nbsp;for&nbsp;now.</p><p><blockquote>纳斯达克目前下跌超过 2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/de3525661b3a7db28a0797ab745db67b\" tg-width=\"629\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ec61efef423e545861c0ca0126af9332\" tg-width=\"1866\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Yellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示利率可能必须有所上升，以确保经济不会过热</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; 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#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\">\nYellen says interest rates may have to rise somewhat to make sure economy doesn't overheat<blockquote>耶伦表示利率可能必须有所上升，以确保经济不会过热</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-04 23:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 4)&nbsp;Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to keep a lid on the burgeoning growth of the U.S. economy brought on by trillions in government stimulus spending.</p><p><blockquote>（5月4日）财政部长珍妮特·耶伦（Janet Yellen）周二承认，利率可能不得不上升，以遏制数万亿美元政府刺激支出带来的美国经济蓬勃发展。</blockquote></p><p>\"It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat,\" Yellen said during a economic seminar presented by Th Atlantic. \"Even though additional spending is relatively small to the size of the economy, it could causae some very modest increases in interest rates.\"</p><p><blockquote>耶伦在《大西洋月刊》举办的经济研讨会上表示：“利率可能必须有所上升，以确保我们的经济不会过热。”“尽管额外支出相对于经济规模来说相对较小，但它可能会导致利率小幅上升。”</blockquote></p><p>\"But these are investments our economy needs to be competitive and productive,\" she added.</p><p><blockquote>“但这些都是我们的经济需要具有竞争力和生产力的投资，”她补充道。</blockquote></p><p>Nasdaq fell&nbsp;over 2%&nbsp;for&nbsp;now.</p><p><blockquote>纳斯达克目前下跌超过 2%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/de3525661b3a7db28a0797ab745db67b\" tg-width=\"629\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ec61efef423e545861c0ca0126af9332\" tg-width=\"1866\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140575890","content_text":"(May 4) Treasury Secretary Janet Yellen conceded Tuesday that interest rates may have to rise to keep a lid on the burgeoning growth of the U.S. economy brought on by trillions in government stimulus spending.\"It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat,\" Yellen said during a economic seminar presented by Th Atlantic. \"Even though additional spending is relatively small to the size of the economy, it could causae some very modest increases in interest rates.\"\"But these are investments our economy needs to be competitive and productive,\" she added.Nasdaq fell over 2% for now.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377432771,"gmtCreate":1619546278593,"gmtModify":1631887201733,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a>fly me to the moon...","listText":"<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a>fly me to the moon...","text":"$Microvision(MVIS)$fly me to the moon...","images":[{"img":"https://static.tigerbbs.com/705b506934579bac7498e723662bbd2b","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377432771","isVote":1,"tweetType":1,"viewCount":3151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377562174,"gmtCreate":1619536824298,"gmtModify":1634211950812,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"GOOG remains a long term buy even at current levels","listText":"GOOG remains a long term buy even at current levels","text":"GOOG remains a long term buy even at current levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377562174","repostId":"1163748553","repostType":2,"repost":{"id":"1163748553","kind":"news","pubTimestamp":1619536118,"share":"https://www.laohunote.com/m/news/1163748553?lang=zh_CN&edition=full","pubTime":"2021-04-27 23:08","market":"us","language":"en","title":"Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163748553","media":"Yahoo","summary":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market clos","content":"<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度收益，这家科技巨头的业绩可能会受到疫苗引领的复苏中广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街对 Alphabet 业绩的预期：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预计为 425.4 亿美元，去年同期为 337.1 亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度 GAAP 每股收益：</b>预期为 15.64 美元，去年同期为 10.79 美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet 的股票在 2020 年的涨幅是最不令人印象深刻的，尽管去年科技股表现出色的总体趋势更大。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet 通过搜索和 YouTube 获得的核心广告收入面向旅游和其他高接触行业的营销人员，以及受疫情深刻影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长 25%，占整体销售额的绝大部分。YouTube 广告可能增长 42%，达到 58 亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 上周在一份报告中写道：“受 COVID-19 严重影响的广告商重返搜索（旅游广告商）和 YouTube（品牌广告商），谷歌搜索和 YouTube 广告可能会带来有意义的好处。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet 去年相对于大型科技同行的股票表现不佳的情况在 2021 年迄今已经扭转。截至周一收盘，该股已上涨 32%，远远超过标准普尔 500 指数同期 11.5% 的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09:在这张照片插图中，智能手机上显示了Alphabet和谷歌的标志。（照片插图：Igor Golovniov/SOPA Images/LightRocket via Getty Images）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难克服一个困难的障碍。其他人则提出相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>奥本海默高级分析师杰森·赫尔斯坦周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开盘股票。”他们对当地的接触最多。因此，我们认为，你知道，在某种程度上，当我们完成了自己的工作时，预期会更高，我们实际上认为在技术集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种出人意料的能力。我们认为他们今年的广告会增长 26%，比大街高出两个百分点。我们希望明年达到 17%，比平均水平高出 5 个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。根据普遍估计，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然仍然是一个比微软Azure和亚马逊网络服务等竞争对手更小的云平台，但该公司的平台保持了令人印象深刻的同比增长，超过40%，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新 Alphabet 第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>","source":"lsy1584348713084","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>Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</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\">\nAlphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-04-27 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度收益，这家科技巨头的业绩可能会受到疫苗引领的复苏中广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街对 Alphabet 业绩的预期：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预计为 425.4 亿美元，去年同期为 337.1 亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度 GAAP 每股收益：</b>预期为 15.64 美元，去年同期为 10.79 美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet 的股票在 2020 年的涨幅是最不令人印象深刻的，尽管去年科技股表现出色的总体趋势更大。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet 通过搜索和 YouTube 获得的核心广告收入面向旅游和其他高接触行业的营销人员，以及受疫情深刻影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长 25%，占整体销售额的绝大部分。YouTube 广告可能增长 42%，达到 58 亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 上周在一份报告中写道：“受 COVID-19 严重影响的广告商重返搜索（旅游广告商）和 YouTube（品牌广告商），谷歌搜索和 YouTube 广告可能会带来有意义的好处。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet 去年相对于大型科技同行的股票表现不佳的情况在 2021 年迄今已经扭转。截至周一收盘，该股已上涨 32%，远远超过标准普尔 500 指数同期 11.5% 的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09:在这张照片插图中，智能手机上显示了Alphabet和谷歌的标志。（照片插图：Igor Golovniov/SOPA Images/LightRocket via Getty Images）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难克服一个困难的障碍。其他人则提出相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>奥本海默高级分析师杰森·赫尔斯坦周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开盘股票。”他们对当地的接触最多。因此，我们认为，你知道，在某种程度上，当我们完成了自己的工作时，预期会更高，我们实际上认为在技术集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种出人意料的能力。我们认为他们今年的广告会增长 26%，比大街高出两个百分点。我们希望明年达到 17%，比平均水平高出 5 个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。根据普遍估计，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然仍然是一个比微软Azure和亚马逊网络服务等竞争对手更小的云平台，但该公司的平台保持了令人印象深刻的同比增长，超过40%，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新 Alphabet 第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html\">Yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163748553","content_text":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.\nHere's what Wall Street expects to see from Alphabet's results:\n\nQ1 Revenue, excluding traffic acquisitions costs:$42.54 billion expected vs. $33.71 billion year-over-year\nQ1 GAAP earnings per share:$15.64 expected vs. $10.79 year-over-year\n\nOf all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.\nOverall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.\n\"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.\nAgainst this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&P 500's 11.5% gain over that time period.\nUKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)\nSome, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.\n\"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"\n\"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"\nOther, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.\nThis post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377587093,"gmtCreate":1619536204012,"gmtModify":1634211954430,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","listText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","text":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377587093","repostId":"1119653987","repostType":2,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://www.laohunote.com/m/news/1119653987?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</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\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374579144,"gmtCreate":1619471750388,"gmtModify":1634273272401,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>nice...post market up another 13%","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>nice...post market up another 13%","text":"$GameStop(GME)$nice...post market up another 13%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374579144","isVote":1,"tweetType":1,"viewCount":3969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374543734,"gmtCreate":1619468704628,"gmtModify":1634273277827,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HODL?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>HODL?","text":"$Tesla Motors(TSLA)$HODL?","images":[{"img":"https://static.tigerbbs.com/1b077ae78a4147ee9b26032fe1628dea","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374543734","isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374543473,"gmtCreate":1619468651692,"gmtModify":1634273277948,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"In line with expectations","listText":"In line with expectations","text":"In line with expectations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374543473","repostId":"2130343955","repostType":2,"repost":{"id":"2130343955","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619468443,"share":"https://www.laohunote.com/m/news/2130343955?lang=zh_CN&edition=full","pubTime":"2021-04-27 04:20","market":"sh","language":"en","title":"BRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非 GAAP 每股收益为 0.93 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130343955","media":"Reuters","summary":"April 26 (Reuters) - Tesla Inc   :   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93   * QUARTERLY GAA","content":"<p><html><body>April 26 (Reuters) - Tesla Inc   :</p><p><blockquote><html><body>4 月 26 日（路透社）——特斯拉公司：</body></html></blockquote></p><p>   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93</p><p><blockquote>* 季度非 GAAP 每股收益 0.93 美元</blockquote></p><p>   * QUARTERLY GAAP EARNINGS PER SHARE $0.39</p><p><blockquote>* 季度 GAAP 每股收益 0.39 美元</blockquote></p><p>   * Q1 EARNINGS PER SHARE VIEW $0.79, REVENUE VIEW $10.29 BILLION -- REFINITIV IBES DATA</p><p><blockquote>* 第一季度每股收益为 0.79 美元，收入为 102.9 亿美元 -- REFINITIV IBES 数据</blockquote></p><p>   * SAYS IN FREMONT, MODEL Y PRODUCTION CONTINUED TO RAMP SUCCESSFULLY AND IS APPROACHING FULL CAPACITY</p><p><blockquote>* 表示在弗里蒙特，MODEL Y 产量继续成功提升，并接近满负荷</blockquote></p><p>   * SAYS IN TEXAS, FACTORY BUILDOUT CONTINUES TO PROGRESS QUICKLY, REMAINING ON TRACK TO START PRODUCTION AND DELIVERIES LATE THIS YEAR</p><p><blockquote>* 表示在德克萨斯州，工厂建设继续快速推进，有望在今年晚些时候开始生产和交付</blockquote></p><p>   * SAYS EXPECT SHANGHAI FACTORY WILL CONTINUE TO INCREASE QUARTERLY PRODUCTION OUTPUT THROUGH THE YEAR</p><p><blockquote>* 预计上海工厂全年将继续增加季度产量</blockquote></p><p>   * SAYS RECENTLY IMPROVED DOMESTIC SUPPLY SOURCING RATIO IN CHINA TO OVER 90%</p><p><blockquote>*表示近期中国国内采购比率已提高到90%以上</blockquote></p><p>   * SAYS BUILDOUT OF GIGAFACTORY BERLIN CONTINUING TO MOVE FORWARD, WITH PRODUCTION AND DELIVERIES REMAINING ON TRACK FOR LATE 2021</p><p><blockquote>* 表示柏林超级工厂的建设继续推进，到 2021 年底生产和交付仍按计划进行</blockquote></p><p>Source text: () Further company coverage:   </p><p><blockquote>源文本：（）更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>((Reuters.Briefs@thomsonreuters.com;))</blockquote></p><p></body></html></p><p><blockquote></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>BRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非 GAAP 每股收益为 0.93 美元</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\">\nBRIEF-Tesla Reports Q1 Non-GAAP Earnings Of $0.93 Per Share<blockquote>简报-特斯拉报告第一季度非 GAAP 每股收益为 0.93 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-04-27 04:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>April 26 (Reuters) - Tesla Inc   :</p><p><blockquote><html><body>4 月 26 日（路透社）——特斯拉公司：</body></html></blockquote></p><p>   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93</p><p><blockquote>* 季度非 GAAP 每股收益 0.93 美元</blockquote></p><p>   * QUARTERLY GAAP EARNINGS PER SHARE $0.39</p><p><blockquote>* 季度 GAAP 每股收益 0.39 美元</blockquote></p><p>   * Q1 EARNINGS PER SHARE VIEW $0.79, REVENUE VIEW $10.29 BILLION -- REFINITIV IBES DATA</p><p><blockquote>* 第一季度每股收益为 0.79 美元，收入为 102.9 亿美元 -- REFINITIV IBES 数据</blockquote></p><p>   * SAYS IN FREMONT, MODEL Y PRODUCTION CONTINUED TO RAMP SUCCESSFULLY AND IS APPROACHING FULL CAPACITY</p><p><blockquote>* 表示在弗里蒙特，MODEL Y 产量继续成功提升，并接近满负荷</blockquote></p><p>   * SAYS IN TEXAS, FACTORY BUILDOUT CONTINUES TO PROGRESS QUICKLY, REMAINING ON TRACK TO START PRODUCTION AND DELIVERIES LATE THIS YEAR</p><p><blockquote>* 表示在德克萨斯州，工厂建设继续快速推进，有望在今年晚些时候开始生产和交付</blockquote></p><p>   * SAYS EXPECT SHANGHAI FACTORY WILL CONTINUE TO INCREASE QUARTERLY PRODUCTION OUTPUT THROUGH THE YEAR</p><p><blockquote>* 预计上海工厂全年将继续增加季度产量</blockquote></p><p>   * SAYS RECENTLY IMPROVED DOMESTIC SUPPLY SOURCING RATIO IN CHINA TO OVER 90%</p><p><blockquote>*表示近期中国国内采购比率已提高到90%以上</blockquote></p><p>   * SAYS BUILDOUT OF GIGAFACTORY BERLIN CONTINUING TO MOVE FORWARD, WITH PRODUCTION AND DELIVERIES REMAINING ON TRACK FOR LATE 2021</p><p><blockquote>* 表示柏林超级工厂的建设继续推进，到 2021 年底生产和交付仍按计划进行</blockquote></p><p>Source text: () Further company coverage:   </p><p><blockquote>源文本：（）更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>((Reuters.Briefs@thomsonreuters.com;))</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130343955","content_text":"April 26 (Reuters) - Tesla Inc   :   * QUARTERLY NON-GAAP EARNINGS PER SHARE $0.93   * QUARTERLY GAAP EARNINGS PER SHARE $0.39   * Q1 EARNINGS PER SHARE VIEW $0.79, REVENUE VIEW $10.29 BILLION -- REFINITIV IBES DATA   * SAYS IN FREMONT, MODEL Y PRODUCTION CONTINUED TO RAMP SUCCESSFULLY AND IS APPROACHING FULL CAPACITY   * SAYS IN TEXAS, FACTORY BUILDOUT CONTINUES TO PROGRESS QUICKLY, REMAINING ON TRACK TO START PRODUCTION AND DELIVERIES LATE THIS YEAR   * SAYS EXPECT SHANGHAI FACTORY WILL CONTINUE TO INCREASE QUARTERLY PRODUCTION OUTPUT THROUGH THE YEAR   * SAYS RECENTLY IMPROVED DOMESTIC SUPPLY SOURCING RATIO IN CHINA TO OVER 90%   * SAYS BUILDOUT OF GIGAFACTORY BERLIN CONTINUING TO MOVE FORWARD, WITH PRODUCTION AND DELIVERIES REMAINING ON TRACK FOR LATE 2021Source text: () Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374583657,"gmtCreate":1619456175079,"gmtModify":1634273302584,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Third wave is here&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Third wave is here&nbsp;","text":"$GameStop(GME)$Third wave is here","images":[{"img":"https://static.tigerbbs.com/d217503769880365735e3e20978d28f1","width":"720","height":"2104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374583657","isVote":1,"tweetType":1,"viewCount":2188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375568823,"gmtCreate":1619363539062,"gmtModify":1634274006200,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Well said. I kinda agree with his views.&nbsp;","listText":"Well said. I kinda agree with his views.&nbsp;","text":"Well said. I kinda agree with his views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375568823","repostId":"1159622467","repostType":2,"isVote":1,"tweetType":1,"viewCount":2130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372680286,"gmtCreate":1619200334045,"gmtModify":1634287796426,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","text":"$Alibaba(BABA)$a value and growth stock.","images":[{"img":"https://static.tigerbbs.com/18632c4ae3ccfd3bac49b11072ca62e7","width":"720","height":"2218"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372680286","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378290072,"gmtCreate":1619042338096,"gmtModify":1634289092296,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will it test $800 or $690 next week?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will it test $800 or $690 next week?","text":"$Tesla Motors(TSLA)$Will it test $800 or $690 next week?","images":[{"img":"https://static.tigerbbs.com/c9f888a40b19a27d191dfebbeade3da3","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378290072","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378824182,"gmtCreate":1619016921446,"gmtModify":1634289180577,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"PLTR is a buy if you have a 5 years investment horizon.&nbsp;","listText":"PLTR is a buy if you have a 5 years investment horizon.&nbsp;","text":"PLTR is a buy if you have a 5 years investment horizon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378824182","repostId":"2129073871","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378833599,"gmtCreate":1619014472711,"gmtModify":1634289205156,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Means a big correction is coming next month. Stay tuned.","listText":"Means a big correction is coming next month. Stay tuned.","text":"Means a big correction is coming next month. Stay tuned.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378833599","repostId":"1138827456","repostType":4,"repost":{"id":"1138827456","kind":"news","pubTimestamp":1619011924,"share":"https://www.laohunote.com/m/news/1138827456?lang=zh_CN&edition=full","pubTime":"2021-04-21 21:32","market":"us","language":"en","title":"Money Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138827456","media":"Barrons","summary":"Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.Money hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.The net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far ","content":"<p>Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.</p><p><blockquote>许多投资者已经完全投资于美国股市——这对股价来说是一个负面信号。</blockquote></p><p> Money hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.</p><p><blockquote>最近资金并没有积极流入股市，而且这种趋势不太可能在短期内逆转。这似乎有悖常理，因为今年市场大幅上涨，但基金经理们却没有获得大量资金来部署。</blockquote></p><p> The net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far in 2021, according to Citigroup data. That isn’t weak, but the tide of money going into equity funds that focus on assets outside of the U.S. has been more than twice as large.</p><p><blockquote>根据花旗集团的数据，2021 年迄今为止，流入美国共同基金和交易所交易股票基金的净资金约为 1000 亿美元。这并不弱，但流入专注于美国以外资产的股票基金的资金潮已经翻了一番多。</blockquote></p><p> And with stocks trading at lofty levels, asset managers don’t appear eager to buy. The average institutional equity fund, which includes mutual funds and ETFs, is now holding a relatively low 4% of its portfolio in cash, according to Bank of America strategists, who say a figure any lower would be a signal to sell, while an increase to 5% would be a buy indicator. The less cash funds hold, the less they are willing to tap into that money to buy stocks.</p><p><blockquote>由于股票交易处于高位，资产管理公司似乎并不急于买入。美国银行策略师表示，包括共同基金和 ETF 在内的平均机构股票基金目前持有的现金投资组合中相对较低的 4%，他们表示，任何较低的数字都将是卖出信号，而增加到 5% 将是一个买入指标。基金持有的现金越少，他们就越不愿意用这笔钱购买股票。</blockquote></p><p> One key reason money isn’t piling into stock funds is because households already have the highest share of their assets in stocks in more than 50 years. Household equity holdings now account for 47% of total assets, according to Citi.</p><p><blockquote>资金没有涌入股票基金的一个主要原因是，家庭在股票资产中所占比例已经达到了 50 多年来的最高水平。花旗表示，家庭股权目前占总资产的 47%。</blockquote></p><p> Citi’s data indicate that as households become more invested in the stock market, returns in subsequent years lessen. When investors were last so heavily invested, in 1970, the S&amp;P 500’s annual return compounded over the following 10 years was below 5%, while the historical average for the index’s annual gain is in the high single digits.</p><p><blockquote>花旗的数据显示，随着家庭对股市的投资越来越多，随后几年的回报就会减少。1970 年，当投资者上一次如此大量投资时，标普500在接下来的 10 年里的年复合回报率低于 5%，而该指数的历史平均年收益则高达个位数。</blockquote></p><p> Returns were negative in the decade after 1999, when equity holdings relative to total assets hit another peak, rising to the highest level between 1970 and the present.</p><p><blockquote>1999 年之后的十年里，回报率为负，当时股票持有量相对于总资产的比例再次达到峰值，上升到 1970 年至今的最高水平。</blockquote></p><p> With demand for stocks likely limited, “there is no need to pour cash into the asset class,” Tobias Levkovich, chief U.S. equity strategist at Citi, wrote in a note.</p><p><blockquote>花旗首席美国股票策略师托比亚斯-列夫科维奇（Tobias Levkovich）在一份报告中写道，由于对股票的需求可能有限，“没有必要向这一资产类别注入现金”。</blockquote></p><p> Stocks can go up from here, but this is more evidence that gains for the next few years may be unspectacular compared with the run since the market hit bottom on March 23, 2020.</p><p><blockquote>股市可以从这里开始上涨，但这进一步证明，与 2020 年 3 月 23 日市场触底以来的涨幅相比，未来几年的涨幅可能并不引人注目。</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>Money Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMoney Isn’t Pouring Into U.S. Stocks. What That Means for the Market.<blockquote>资金并没有涌入美国股市。这对市场意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-21 21:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.</p><p><blockquote>许多投资者已经完全投资于美国股市——这对股价来说是一个负面信号。</blockquote></p><p> Money hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.</p><p><blockquote>最近资金并没有积极流入股市，而且这种趋势不太可能在短期内逆转。这似乎有悖常理，因为今年市场大幅上涨，但基金经理们却没有获得大量资金来部署。</blockquote></p><p> The net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far in 2021, according to Citigroup data. That isn’t weak, but the tide of money going into equity funds that focus on assets outside of the U.S. has been more than twice as large.</p><p><blockquote>根据花旗集团的数据，2021 年迄今为止，流入美国共同基金和交易所交易股票基金的净资金约为 1000 亿美元。这并不弱，但流入专注于美国以外资产的股票基金的资金潮已经翻了一番多。</blockquote></p><p> And with stocks trading at lofty levels, asset managers don’t appear eager to buy. The average institutional equity fund, which includes mutual funds and ETFs, is now holding a relatively low 4% of its portfolio in cash, according to Bank of America strategists, who say a figure any lower would be a signal to sell, while an increase to 5% would be a buy indicator. The less cash funds hold, the less they are willing to tap into that money to buy stocks.</p><p><blockquote>由于股票交易处于高位，资产管理公司似乎并不急于买入。美国银行策略师表示，包括共同基金和 ETF 在内的平均机构股票基金目前持有的现金投资组合中相对较低的 4%，他们表示，任何较低的数字都将是卖出信号，而增加到 5% 将是一个买入指标。基金持有的现金越少，他们就越不愿意用这笔钱购买股票。</blockquote></p><p> One key reason money isn’t piling into stock funds is because households already have the highest share of their assets in stocks in more than 50 years. Household equity holdings now account for 47% of total assets, according to Citi.</p><p><blockquote>资金没有涌入股票基金的一个主要原因是，家庭在股票资产中所占比例已经达到了 50 多年来的最高水平。花旗表示，家庭股权目前占总资产的 47%。</blockquote></p><p> Citi’s data indicate that as households become more invested in the stock market, returns in subsequent years lessen. When investors were last so heavily invested, in 1970, the S&amp;P 500’s annual return compounded over the following 10 years was below 5%, while the historical average for the index’s annual gain is in the high single digits.</p><p><blockquote>花旗的数据显示，随着家庭对股市的投资越来越多，随后几年的回报就会减少。1970 年，当投资者上一次如此大量投资时，标普500在接下来的 10 年里的年复合回报率低于 5%，而该指数的历史平均年收益则高达个位数。</blockquote></p><p> Returns were negative in the decade after 1999, when equity holdings relative to total assets hit another peak, rising to the highest level between 1970 and the present.</p><p><blockquote>1999 年之后的十年里，回报率为负，当时股票持有量相对于总资产的比例再次达到峰值，上升到 1970 年至今的最高水平。</blockquote></p><p> With demand for stocks likely limited, “there is no need to pour cash into the asset class,” Tobias Levkovich, chief U.S. equity strategist at Citi, wrote in a note.</p><p><blockquote>花旗首席美国股票策略师托比亚斯-列夫科维奇（Tobias Levkovich）在一份报告中写道，由于对股票的需求可能有限，“没有必要向这一资产类别注入现金”。</blockquote></p><p> Stocks can go up from here, but this is more evidence that gains for the next few years may be unspectacular compared with the run since the market hit bottom on March 23, 2020.</p><p><blockquote>股市可以从这里开始上涨，但这进一步证明，与 2020 年 3 月 23 日市场触底以来的涨幅相比，未来几年的涨幅可能并不引人注目。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/money-isnt-pouring-into-u-s-stocks-what-it-means-for-the-market-51619001001?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/money-isnt-pouring-into-u-s-stocks-what-it-means-for-the-market-51619001001?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138827456","content_text":"Many investors are already fully invested in the U.S. stock market—a negative signal for share prices.\nMoney hasn’t exactly been flowing aggressively into stocks recently and that trend is unlikely to reverse itself any time soon. It may seem counterintuitive, given that the market has run up considerably this year, but fund managers just aren’t receiving huge amounts of capital to deploy.\nThe net flow of money into U.S. mutual and exchange-traded equity funds has been roughly $100 billion so far in 2021, according to Citigroup data. That isn’t weak, but the tide of money going into equity funds that focus on assets outside of the U.S. has been more than twice as large.\nAnd with stocks trading at lofty levels, asset managers don’t appear eager to buy. The average institutional equity fund, which includes mutual funds and ETFs, is now holding a relatively low 4% of its portfolio in cash, according to Bank of America strategists, who say a figure any lower would be a signal to sell, while an increase to 5% would be a buy indicator. The less cash funds hold, the less they are willing to tap into that money to buy stocks.\nOne key reason money isn’t piling into stock funds is because households already have the highest share of their assets in stocks in more than 50 years. Household equity holdings now account for 47% of total assets, according to Citi.\nCiti’s data indicate that as households become more invested in the stock market, returns in subsequent years lessen. When investors were last so heavily invested, in 1970, the S&P 500’s annual return compounded over the following 10 years was below 5%, while the historical average for the index’s annual gain is in the high single digits.\nReturns were negative in the decade after 1999, when equity holdings relative to total assets hit another peak, rising to the highest level between 1970 and the present.\nWith demand for stocks likely limited, “there is no need to pour cash into the asset class,” Tobias Levkovich, chief U.S. equity strategist at Citi, wrote in a note.\nStocks can go up from here, but this is more evidence that gains for the next few years may be unspectacular compared with the run since the market hit bottom on March 23, 2020.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371188842,"gmtCreate":1618920492986,"gmtModify":1634289910429,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>upcoming Robinhood IPO play","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>upcoming Robinhood IPO play","text":"$Tiger Brokers(TIGR)$upcoming Robinhood IPO play","images":[{"img":"https://static.tigerbbs.com/5eb64cb56c790b0103e7d94bbaa62509","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371188842","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373273806,"gmtCreate":1618863029905,"gmtModify":1634290357214,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>HODL","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>HODL","text":"$Tiger Brokers(TIGR)$HODL","images":[{"img":"https://static.tigerbbs.com/cf8fc23a7a71ff46680fb1fa55b4115e","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373273806","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373199878,"gmtCreate":1618828395194,"gmtModify":1634290587280,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","text":"$GameStop(GME)$third round of short squeeze could be on the cards soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/373199878","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562710779094828","authorId":"3562710779094828","name":"曹果","avatar":"https://static.tigerbbs.com/f755c0d85606f4fb8276ef9aaa79ee12","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562710779094828","authorIdStr":"3562710779094828"},"content":"挤压指的是涨还是跌啊","text":"挤压指的是涨还是跌啊","html":"挤压指的是涨还是跌啊"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370309875,"gmtCreate":1618548205297,"gmtModify":1631887137283,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.&nbsp;","listText":"$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.&nbsp;","text":"$SINGTEL(Z74.SI)$ this is a potential restructuring and fintech play. I believe the management is looking at ways to unlock shareholder value.","images":[{"img":"https://static.tigerbbs.com/206aa8b78e01cc3a87a3a546a224c8b9","width":"720","height":"1549"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370309875","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370970157,"gmtCreate":1618547305379,"gmtModify":1634292160735,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Indeed. Squeeze by AMD and now NVDA","listText":"Indeed. Squeeze by AMD and now NVDA","text":"Indeed. Squeeze by AMD and now NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370970157","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohunote.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘，并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来，并重新确立其在芯片领域的主导地位，因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来，英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标时可能会忍受的痛苦，包括资本支出、市场份额损失以及数据中心格局的变化，这将使行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，个人电脑的需求被“大幅推高”，这最终可能导致平均水平回归。英特尔面临的问题是，均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但卡索预计该公司开设代工业务的计划将耗资巨大。“因此，我们认为秋季分析师日可能是一个负面催化剂，因为投资者会收到该投资的账单，”他写道。此外，他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不到现在下注的理由，因为任何扭亏为盈都需要几年时间，而且许多周期性和英特尔特定问题可能会影响估计与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将评级从跑赢大盘上调至强力买入，这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价，认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD 股价下跌了 7%，英伟达股价上涨了 24%，英特尔股价上涨了 14%。在此期间，标普500上涨了 10%，而 PHLX 半导体指数上涨了 9%。</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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘，并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来，并重新确立其在芯片领域的主导地位，因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来，英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标时可能会忍受的痛苦，包括资本支出、市场份额损失以及数据中心格局的变化，这将使行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，个人电脑的需求被“大幅推高”，这最终可能导致平均水平回归。英特尔面临的问题是，均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但卡索预计该公司开设代工业务的计划将耗资巨大。“因此，我们认为秋季分析师日可能是一个负面催化剂，因为投资者会收到该投资的账单，”他写道。此外，他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不到现在下注的理由，因为任何扭亏为盈都需要几年时间，而且许多周期性和英特尔特定问题可能会影响估计与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将评级从跑赢大盘上调至强力买入，这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价，认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD 股价下跌了 7%，英伟达股价上涨了 24%，英特尔股价上涨了 14%。在此期间，标普500上涨了 10%，而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?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":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347689542,"gmtCreate":1618493291486,"gmtModify":1634292576101,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>fly me to the moon...","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>fly me to the moon...","text":"$Coinbase Global, Inc.(COIN)$fly me to the moon...","images":[{"img":"https://static.tigerbbs.com/c26527baffddbade94cd26c4a46d1635","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347689542","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":373199878,"gmtCreate":1618828395194,"gmtModify":1634290587280,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>third round of short squeeze could be on the cards soon&nbsp;","text":"$GameStop(GME)$third round of short squeeze could be on the cards soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/373199878","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562710779094828","authorId":"3562710779094828","name":"曹果","avatar":"https://static.tigerbbs.com/f755c0d85606f4fb8276ef9aaa79ee12","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562710779094828","authorIdStr":"3562710779094828"},"content":"挤压指的是涨还是跌啊","text":"挤压指的是涨还是跌啊","html":"挤压指的是涨还是跌啊"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342890542,"gmtCreate":1618195126286,"gmtModify":1631885601466,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks&nbsp;poised to retest $5.50 in the near term.&nbsp;","listText":"$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks&nbsp;poised to retest $5.50 in the near term.&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$BB is tightening. A breakdown seems imminent. Technically, looks poised to retest $5.50 in the near term.","images":[{"img":"https://static.tigerbbs.com/4eb4bdaa097a9d13f0bafabb978b7745","width":"720","height":"1549"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/342890542","isVote":1,"tweetType":1,"viewCount":2950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347988566,"gmtCreate":1618456406955,"gmtModify":1631885601105,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>wait for the price to drop to 4.80 - 5.20 before buying.&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>wait for the price to drop to 4.80 - 5.20 before buying.&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$wait for the price to drop to 4.80 - 5.20 before buying.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/347988566","isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342028087,"gmtCreate":1618132809949,"gmtModify":1634294748665,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"I agree. TME is like Spotify. A great growth company with recurring revenues","listText":"I agree. TME is like Spotify. A great growth company with recurring revenues","text":"I agree. TME is like Spotify. A great growth company with recurring revenues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342028087","repostId":"1104081344","repostType":4,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377562174,"gmtCreate":1619536824298,"gmtModify":1634211950812,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"GOOG remains a long term buy even at current levels","listText":"GOOG remains a long term buy even at current levels","text":"GOOG remains a long term buy even at current levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377562174","repostId":"1163748553","repostType":2,"repost":{"id":"1163748553","kind":"news","pubTimestamp":1619536118,"share":"https://www.laohunote.com/m/news/1163748553?lang=zh_CN&edition=full","pubTime":"2021-04-27 23:08","market":"us","language":"en","title":"Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163748553","media":"Yahoo","summary":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market clos","content":"<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度收益，这家科技巨头的业绩可能会受到疫苗引领的复苏中广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街对 Alphabet 业绩的预期：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预计为 425.4 亿美元，去年同期为 337.1 亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度 GAAP 每股收益：</b>预期为 15.64 美元，去年同期为 10.79 美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet 的股票在 2020 年的涨幅是最不令人印象深刻的，尽管去年科技股表现出色的总体趋势更大。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet 通过搜索和 YouTube 获得的核心广告收入面向旅游和其他高接触行业的营销人员，以及受疫情深刻影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长 25%，占整体销售额的绝大部分。YouTube 广告可能增长 42%，达到 58 亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 上周在一份报告中写道：“受 COVID-19 严重影响的广告商重返搜索（旅游广告商）和 YouTube（品牌广告商），谷歌搜索和 YouTube 广告可能会带来有意义的好处。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet 去年相对于大型科技同行的股票表现不佳的情况在 2021 年迄今已经扭转。截至周一收盘，该股已上涨 32%，远远超过标准普尔 500 指数同期 11.5% 的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09:在这张照片插图中，智能手机上显示了Alphabet和谷歌的标志。（照片插图：Igor Golovniov/SOPA Images/LightRocket via Getty Images）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难克服一个困难的障碍。其他人则提出相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>奥本海默高级分析师杰森·赫尔斯坦周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开盘股票。”他们对当地的接触最多。因此，我们认为，你知道，在某种程度上，当我们完成了自己的工作时，预期会更高，我们实际上认为在技术集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种出人意料的能力。我们认为他们今年的广告会增长 26%，比大街高出两个百分点。我们希望明年达到 17%，比平均水平高出 5 个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。根据普遍估计，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然仍然是一个比微软Azure和亚马逊网络服务等竞争对手更小的云平台，但该公司的平台保持了令人印象深刻的同比增长，超过40%，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新 Alphabet 第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>","source":"lsy1584348713084","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>Alphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</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\">\nAlphabet Q1 earnings set to show reopenings fueled advertising sales resurgence<blockquote>Alphabet第一季度收益将显示重新开业推动广告销售复苏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-04-27 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）将于周二收盘后公布第一季度收益，这家科技巨头的业绩可能会受到疫苗引领的复苏中广告业务回升的提振。</blockquote></p><p> Here's what Wall Street expects to see from Alphabet's results:</p><p><blockquote>以下是华尔街对 Alphabet 业绩的预期：</blockquote></p><p> <ul>  <li><b>Q1 Revenue, excluding traffic acquisitions costs:</b>$42.54 billion expected vs. $33.71 billion year-over-year</p><p><blockquote><ul><li><b>第一季度收入，不包括流量获取成本：</b>预计为 425.4 亿美元，去年同期为 337.1 亿美元</li></ul></blockquote></p><p></li>  <li><b>Q1 GAAP earnings per share:</b>$15.64 expected vs. $10.79 year-over-year</p><p><blockquote><li><b>第一季度 GAAP 每股收益：</b>预期为 15.64 美元，去年同期为 10.79 美元</li></blockquote></p><p></li> </ul> Of all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.</p><p><blockquote>在所有大型科技股“FAANG”中，Alphabet 的股票在 2020 年的涨幅是最不令人印象深刻的，尽管去年科技股表现出色的总体趋势更大。该公司的业绩被视为与大流行后经济重新开放的步伐密切相关。Alphabet 通过搜索和 YouTube 获得的核心广告收入面向旅游和其他高接触行业的营销人员，以及受疫情深刻影响的小企业。</blockquote></p><p> Overall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.</p><p><blockquote>总体而言，谷歌广告收入预计将比去年增长 25%，占整体销售额的绝大部分。YouTube 广告可能增长 42%，达到 58 亿美元。</blockquote></p><p> \"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.</p><p><blockquote>摩根大通分析师道格·安穆斯 (Doug Anmuth) 上周在一份报告中写道：“受 COVID-19 严重影响的广告商重返搜索（旅游广告商）和 YouTube（品牌广告商），谷歌搜索和 YouTube 广告可能会带来有意义的好处。”</blockquote></p><p> Against this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&amp;P 500's 11.5% gain over that time period.</p><p><blockquote>在这种改善的背景下，Alphabet 去年相对于大型科技同行的股票表现不佳的情况在 2021 年迄今已经扭转。截至周一收盘，该股已上涨 32%，远远超过标准普尔 500 指数同期 11.5% 的涨幅。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae073f7dcd2c4f3e8c36e6a2c760cf68\" tg-width=\"704\" tg-height=\"528\" referrerpolicy=\"no-referrer\">UKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)</p><p><blockquote>乌克兰-2021/04/09:在这张照片插图中，智能手机上显示了Alphabet和谷歌的标志。（照片插图：Igor Golovniov/SOPA Images/LightRocket via Getty Images）</blockquote></p><p> Some, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.</p><p><blockquote>然而，一些人指出，由于该公司是“重新开放贸易”的已知受益者，因此在交付给华尔街留下深刻印象的第一季度业绩时，它可能很难克服一个困难的障碍。其他人则提出相反的建议。</blockquote></p><p> \"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"</p><p><blockquote>奥本海默高级分析师杰森·赫尔斯坦周一对雅虎财经表示：“我们认为Alphabet的预期实际上是最低的，部分原因是它是最明显的重新开盘股票。”他们对当地的接触最多。因此，我们认为，你知道，在某种程度上，当我们完成了自己的工作时，预期会更高，我们实际上认为在技术集团内部，这实际上是盈利的最佳设置。”</blockquote></p><p> \"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"</p><p><blockquote>“很多人看着Alphabet说，这家公司这么大，能保持高速增长吗？他们就是有这种出人意料的能力。我们认为他们今年的广告会增长 26%，比大街高出两个百分点。我们希望明年达到 17%，比平均水平高出 5 个百分点。”</blockquote></p><p> Other, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.</p><p><blockquote>谷歌业务的其他较小领域预计将在今年前三个月继续强劲增长。根据普遍估计，谷歌云第一季度的收入可能会超过40亿美元，比去年增长44%。虽然仍然是一个比微软Azure和亚马逊网络服务等竞争对手更小的云平台，但该公司的平台保持了令人印象深刻的同比增长，超过40%，继续在云计算领域获得市场份额。</blockquote></p><p> <i>This post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.</i></p><p><blockquote><i>这篇文章将在周二收盘后更新 Alphabet 第二季度业绩。请回来查看更新。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html\">Yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://finance.yahoo.com/news/alphabet-google-youtube-reports-q1-earnings-results-150238095.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163748553","content_text":"Alphabet (GOOGL), the parent company of Google, will report first-quarter earnings after market close on Tuesday, with the tech giant's results likely to get a boost from a pick-up in its advertising business amid the vaccine-led recovery.\nHere's what Wall Street expects to see from Alphabet's results:\n\nQ1 Revenue, excluding traffic acquisitions costs:$42.54 billion expected vs. $33.71 billion year-over-year\nQ1 GAAP earnings per share:$15.64 expected vs. $10.79 year-over-year\n\nOf all of the Big Tech \"FAANG\" stocks, Alphabet's shares posted the least impressive gain during 2020, despite the broader trend toward tech outperformance last year. The company's results have been viewed as closely tied to the pace of the post-pandemic economic reopening. Alphabet's core advertising revenue through search and YouTube is exposed to marketers in travel and other high-contact industries, as well as small businesses deeply impacted by the pandemic.\nOverall, Google advertising revenues are expected to jump 25% over last year, comprising the vast majority of overall sales. YouTube ads likely grew by 42% to $5.8 billion.\n\"Google Search and YouTube ads could see meaningful upside from advertisers heavily impacted by COVID-19 returning to Search (travel advertisers) and YouTube (brand advertisers),\" JPMorgan analyst Doug Anmuth wrote in a note last week.\nAgainst this improving backdrop, Alphabet's stock underperformance against Big Tech peers last year has reversed in 2021 to-date. Shares have risen 32% through Monday's close, far outperforming the S&P 500's 11.5% gain over that time period.\nUKRAINE - 2021/04/09: In this photo illustration, Alphabet and Google logos seen displayed on smartphones. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)\nSome, however, have noted that since the company is a known beneficiary of the \"reopening trade,\" it may have a difficult hurdle to clear in delivering first-quarter results that manage to impress Wall Street. Others suggested the opposite.\n\"We think expectations are actually the lowest for Alphabet, partially because it's been the most obvious reopening stock,\" Jason Helstein,Oppenheimer senior analyst, told Yahoo Finance on Monday.\"They have the most exposure to travel. They have the most exposure to local. And so we think, you know, to the extent you would think expectation would be higher, when we've done kind of our own work, we actually think within the tech group, it's actually the best setup into earnings.\"\n\"A lot of people have looked at kind of Alphabet and said, this company's just so big, can it keep up hyper-growth? And they just have this kind of ability to surprise. We think their advertising is going to be up 26% this year, which is two points above the Street. And we're looking for 17% next year, which is five points above the Street.\"\nOther, smaller areas of Google's business are expected to have continued growing strongly in the first three months of the year. Google Cloud's revenue will likely top $4 billion for the first quarter, according to consensus estimates, to mark a growth rate of 44% over last year. While still a smaller cloud platform than those of competitors like Microsoft Azure and Amazon Web Services, the company's platform has maintained an impressive run of year-over-year growth topping 40%, continuing to gain market share in the cloud computing space.\nThis post will be updated with the results of Alphabet's second-quarter results Tuesday after market close. Check back for updates.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375568823,"gmtCreate":1619363539062,"gmtModify":1634274006200,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Well said. I kinda agree with his views.&nbsp;","listText":"Well said. I kinda agree with his views.&nbsp;","text":"Well said. I kinda agree with his views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375568823","repostId":"1159622467","repostType":2,"isVote":1,"tweetType":1,"viewCount":2130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372680286,"gmtCreate":1619200334045,"gmtModify":1634287796426,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>a value and growth stock.&nbsp;","text":"$Alibaba(BABA)$a value and growth stock.","images":[{"img":"https://static.tigerbbs.com/18632c4ae3ccfd3bac49b11072ca62e7","width":"720","height":"2218"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372680286","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370970157,"gmtCreate":1618547305379,"gmtModify":1634292160735,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Indeed. Squeeze by AMD and now NVDA","listText":"Indeed. Squeeze by AMD and now NVDA","text":"Indeed. Squeeze by AMD and now NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/370970157","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohunote.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘，并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来，并重新确立其在芯片领域的主导地位，因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来，英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标时可能会忍受的痛苦，包括资本支出、市场份额损失以及数据中心格局的变化，这将使行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，个人电脑的需求被“大幅推高”，这最终可能导致平均水平回归。英特尔面临的问题是，均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但卡索预计该公司开设代工业务的计划将耗资巨大。“因此，我们认为秋季分析师日可能是一个负面催化剂，因为投资者会收到该投资的账单，”他写道。此外，他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不到现在下注的理由，因为任何扭亏为盈都需要几年时间，而且许多周期性和英特尔特定问题可能会影响估计与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将评级从跑赢大盘上调至强力买入，这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价，认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD 股价下跌了 7%，英伟达股价上涨了 24%，英特尔股价上涨了 14%。在此期间，标普500上涨了 10%，而 PHLX 半导体指数上涨了 9%。</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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路，分析师警告未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票，但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示，最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘，并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来，并重新确立其在芯片领域的主导地位，因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来，英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划，为其他公司生产芯片，但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险，还反映了他们在追求这一目标时可能会忍受的痛苦，包括资本支出、市场份额损失以及数据中心格局的变化，这将使行业减少对英特尔的依赖，”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心，由于疫情，个人电脑的需求被“大幅推高”，这最终可能导致平均水平回归。英特尔面临的问题是，均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助，但卡索预计该公司开设代工业务的计划将耗资巨大。“因此，我们认为秋季分析师日可能是一个负面催化剂，因为投资者会收到该投资的账单，”他写道。此外，他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说，我们根本看不到现在下注的理由，因为任何扭亏为盈都需要几年时间，而且许多周期性和英特尔特定问题可能会影响估计与此同时，”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司，包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四，他将评级从跑赢大盘上调至强力买入，这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价，认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&amp;P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月，AMD 股价下跌了 7%，英伟达股价上涨了 24%，英特尔股价上涨了 14%。在此期间，标普500上涨了 10%，而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?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":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193693905,"gmtCreate":1620782652907,"gmtModify":1631885598612,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>In the near term, more&nbsp;consolidation can be expected if it fails to close above $4.80. Next fibo retracement&nbsp;level is at $4.49.&nbsp;","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>In the near term, more&nbsp;consolidation can be expected if it fails to close above $4.80. Next fibo retracement&nbsp;level is at $4.49.&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$In the near term, more consolidation can be expected if it fails to close above $4.80. Next fibo retracement level is at $4.49.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193693905","isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377587093,"gmtCreate":1619536204012,"gmtModify":1634211954430,"author":{"id":"3553398469738690","authorId":"3553398469738690","name":"Sufiknight","avatar":"https://static.tigerbbs.com/15e40690d5aba75f7d0bfb1c31e35254","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553398469738690","authorIdStr":"3553398469738690"},"themes":[],"title":"","htmlText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","listText":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.&nbsp;","text":"Looks like TSLA stock price is going for some consolidation for the next 1 - 2 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377587093","repostId":"1119653987","repostType":2,"repost":{"id":"1119653987","kind":"news","pubTimestamp":1619534562,"share":"https://www.laohunote.com/m/news/1119653987?lang=zh_CN&edition=full","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</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\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>由于供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>特斯拉 (TSLA-2.5%) 首席执行官埃隆·马斯克 (Elon Musk) 描述了除芯片短缺之外的一系列零部件的供应链存在“疯狂的困难”，电动汽车股受到关注。“这是一个巨大的问题，”他在昨晚的电话会议节目中指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速浏览显示，尽管似乎令人担忧，但电动汽车股票在早盘交易中表现不错：Fisker (FSR-1.6%)、Canoo (GOEV+0.6%)、蔚来（蔚来+0.0%）、Lordstown Motors (RIDE-0.1%)、Blink Charging (BLNK+1.0%)、ChargePoint Holdings (CHPT+0.2%)、小鹏汽车 (XPEV-1.3%)、尼古拉汽车 (NKLA+3.4%)、Arrival (ARVL+2.6%) 和理想汽车 (LI-0.4%)。中国以外特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对这家电动汽车母公司收益报告的反应正在蜂拥而至。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity 分析师 Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度收益后将我们的 PT 降至 974 美元（之前为 1,071 美元），这是基于应用我们 24 年 EV/EBITDA 估计值 18B 美元的 60 倍。虽然我们承认丰富的市盈率，但我们也相信 TSLA 保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加利福尼亚州，由于向可再生能源过渡，加利福尼亚州的电力供应已低于总峰值和净峰值需求，留下了能源需求缺口，需要通过从其他州进口来弥补。我们预计能源发电和存储业务将加速增长，25 年收入保守增长超过 80 亿美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>摩根士丹利分析师 Adam Jonas： “我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期可能会大幅降低。我们还认为，围绕'完全自动驾驶'的商业提升的预期也被夸大了。与此同时，我们认为特斯拉制造基地（包括汽车和电池）的扩张以及新产品类别的推出可能被低估了。我们看到特斯拉正在成为希望在未来几年部署可再生能源/可持续交通基础设施计划的世界各国政府的‘主承包商’。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities 分析师 Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要 X 变量，这表明该公司重申而不是提高其 2021 年 50% 的年度交付增长（可能超过）数字，我们认为，如果供应链在 2 小时内开始正常化，可能会超过 10 万至 15 万辆汽车。虽然空头将重点关注芯片短缺破坏 2021 年特斯拉的电动汽车派对，但我们认为现实是，全球对特斯拉/电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产扩建似乎按计划进行，并且该公司拥有宝库和现金流来为未来十年这场电动汽车军备竞赛中的未来研发/资本支出工作提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨可能超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}