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KitKat

KitKat

KitKat for the win!

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2021-09-20

BYD and VW group

If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?<blockquote>如果电动汽车制造商有“三巨头”，谁会加入特斯拉？</blockquote>

2020-10-27

$Tesla Motors(TSLA)$Trying to exit at 425 and buying back at 418.

2021-11-04

It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.

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2021-07-21

Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV. Poor poor article again.

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2021-06-23

Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.

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2021-11-04

I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed

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2021-11-25

The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey, AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be fear mongering to me.

Tesla Memes Have Peaked On WallStreetBets - Why That's Bad For The Share Price<blockquote>特斯拉迷因在WallStreetBets上达到顶峰——为什么这对股价不利</blockquote>

2021-07-03

The catalyst seems to be FSD. Hopefully soon.

Tesla Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</blockquote>

2021-06-25

Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.

Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>

2021-06-22

So much noise. Stay calm and invest in companies with strong fundamentals.

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in growth stocks. They are safer than incumbents or legacy companies","listText":"Invest in growth stocks. They are safer than incumbents or legacy companies","text":"Invest in growth stocks. They are safer than incumbents or legacy companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603308885","repostId":"2187216533","repostType":4,"isVote":1,"tweetType":1,"viewCount":2696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877855336,"gmtCreate":1637917591351,"gmtModify":1637917591468,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Thought night.","listText":"Thought night.","text":"Thought night.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877855336","repostId":"1131626907","repostType":2,"repost":{"id":"1131626907","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637910466,"share":"https://www.laohu8.com/m/news/1131626907?lang=zh_CN&edition=full","pubTime":"2021-11-26 15:07","market":"us","language":"zh","title":"避险情绪升温！美股股指期货、油价持续下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1131626907","media":"老虎资讯综合","summary":"11月26日，美股股指期货持续下跌，道指期货跌2%，标普500指数期货跌1.75%，纳指期货跌1.12%；WTI原油期货跌幅扩大至4%，现报75.27美元/桶；布伦特原油期货跌幅扩大至4%，现报78.","content":"<p>11月26日，美股股指期货持续下跌，道指期货跌2%，标普500指数期货跌1.75%，纳指期货跌1.12%；WTI原油期货跌幅扩大至4%，现报75.27美元/桶；布伦特原油期货跌幅扩大至4%，现报78.73美元/桶。</p>\n<p>消息面上，英国、以色列因非洲出现新型新冠病毒变种B.1.1.529毒株，均暂停南非等非洲国家的入境航班。在新毒株消息出来前，美国和欧洲病例已经再次飙升。</p>\n<p><img src=\"https://static.tigerbbs.com/07435a389d17a43bcb2770ca5aa9b5a8\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/90ae11d6b2ef634eb9f3eb17aa5f7634\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p><b>南非B.1.1.529变种病毒引发担忧</b></p>\n<p>据央视，南非国家传染病研究所（NICD）当地时间11月25日发表声明表示，目前已在南非检测到一种新型新冠病毒变种B.1.1.529。经过南非国家传染病研究所和私人检测实验室合作进行基因组测序后，目前已在22例阳性病例中检测到该变异毒株。</p>\n<p>南非国家传染病研究所代理执行董事阿德里安·普伦表示，尽管目前掌握的数据有限，但专家正在与所有监测系统合作，以了解新变种以及可能产生的潜在影响。</p>\n<p>南非国家传染病研究所警告称，检测到的感染新变种病例和检测呈阳性的人数都在迅速增加，尤其是在南非豪登省、西北省和林波波省。</p>\n<p>专家表示，<b>这种新变种引起了南非的关注，对该变种的主要担忧是它具有大量突变</b>。</p>\n<p>南非国家传染病研究所将于当地时间26日与世界卫生组织举行紧急会议。</p>\n<p>据世界卫生组织称，这种名为B.1.1.529的病毒<b>带有大量刺突蛋白突变的新变体</b>，并将于周五安排一次特别会议，讨论它对疫苗和卫生治疗可能意味着什么。</p>\n<p>刺突蛋白是病毒的关键部分，新冠病毒通过其刺突蛋白与人体细胞表面的ACE2蛋白结合后进入细胞并造成感染。与此同时，现有的大部分新冠疫苗也是通过训练人体免疫细胞识别刺突蛋白对病毒进行攻击。刺突蛋白突变会影响病毒感染细胞和传播的能力，也会使免疫细胞更难攻击病原体。</p>\n<p>世卫组织新冠病毒技术负责人Maria Van Kerkhove博士表示：</p>\n<blockquote>\n “我们对此知之甚少。我们所知道的是，这种变体存在大量的突变。令人担忧的是，当你有这么多突变时，它可能会对病毒的行为方式产生影响。”\n</blockquote>\n<p>南非科学家Tulio de Oliveira周四在南非卫生部主办的新闻发布会上说，南非科学家已经检测到刺突蛋白的30多个突变。</p>\n<p>根据他在简报会上展示的幻灯片，<b>B.1.1.529变体包含多个与抗体耐药性增加相关的突变，这可能会降低疫苗的有效性，以及通常使其更具传染性。</b>根据这份报告，由于刚发现新变体中的其他突变，所以科学家们还不知道它们是否会改变病毒的行为方式。</p>\n<p>专家认为，无论是否出现新的变种，非药物干预的重要性保持不变，每个人都应该接种疫苗，佩戴口罩，保持手部卫生，保持社交距离。</p>\n<p><b>英国暂停部分非洲航班入境</b></p>\n<p>鉴于B.1.1.529变种病毒被指可能使疫苗效力大降，英国更有专家形容它为“最恶劣的变种病毒”，英格兰地区和以色列加强对南非等多国的防疫措施，暂时禁止来自这些地方的航班入境。</p>\n<p>英国卫生大臣贾伟德表示，南非、纳米比亚、津巴布韦、博茨瓦纳、莱索托和史瓦帝尼周五（26日）起会被加入红色高风险名单，并称病毒或使疫苗效用大幅降低，担心疫苗计划的成效被破坏。</p>\n<p>以色列亦将南非、纳米比亚、津巴布韦、博茨瓦纳、莱索托、史瓦帝尼和莫桑比克列入高风险名单，来自这些地方的人入境前须先取得卫生部门的特别许可。</p>\n<p><b>避险情绪再起！</b></p>\n<p>IG Markets Ltd. 的分析师凯尔·罗达（Kyle Rodda）表示，南非新冠病毒变种“是一个可怕的新闻标题”，因此它可能引起了交易员下意识的反应。他补充说，<b>北美交易员休假意味着市场流动性稀薄，会放大行情波动。</b>隔夜由于欧洲疫情复燃，航空股已经崩了。</p>\n<p><a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场驻香港的亚洲外汇策略主管 Alvin T. Tan 表示：</p>\n<blockquote>\n “由于对新病毒变种的担忧，交易员正在削减风险头寸。加上美国假期，流动性稀薄，避险情绪被放大。”\n</blockquote>\n<p>United First Partners亚洲研究部负责人贾斯汀·唐（Justin Tang ）指出，“delta变种出现的时候，全球市场就出现过这种反应”，并补充说“已经有针对此类情况的剧本”，“突变是预期的，而不是未知的”。</p>\n<p>与此同时，美联储可能加快政策收紧的预期也让市场担忧。<a href=\"https://laohu8.com/S/GS\">高盛</a>周四彻底放弃通胀”暂时论“，预计美联储明年3月完成Taper，并在明年6月、9月和12月各加息一次。</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>避险情绪升温！美股股指期货、油价持续下跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n避险情绪升温！美股股指期货、油价持续下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-26 15:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月26日，美股股指期货持续下跌，道指期货跌2%，标普500指数期货跌1.75%，纳指期货跌1.12%；WTI原油期货跌幅扩大至4%，现报75.27美元/桶；布伦特原油期货跌幅扩大至4%，现报78.73美元/桶。</p>\n<p>消息面上，英国、以色列因非洲出现新型新冠病毒变种B.1.1.529毒株，均暂停南非等非洲国家的入境航班。在新毒株消息出来前，美国和欧洲病例已经再次飙升。</p>\n<p><img src=\"https://static.tigerbbs.com/07435a389d17a43bcb2770ca5aa9b5a8\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/90ae11d6b2ef634eb9f3eb17aa5f7634\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p><b>南非B.1.1.529变种病毒引发担忧</b></p>\n<p>据央视，南非国家传染病研究所（NICD）当地时间11月25日发表声明表示，目前已在南非检测到一种新型新冠病毒变种B.1.1.529。经过南非国家传染病研究所和私人检测实验室合作进行基因组测序后，目前已在22例阳性病例中检测到该变异毒株。</p>\n<p>南非国家传染病研究所代理执行董事阿德里安·普伦表示，尽管目前掌握的数据有限，但专家正在与所有监测系统合作，以了解新变种以及可能产生的潜在影响。</p>\n<p>南非国家传染病研究所警告称，检测到的感染新变种病例和检测呈阳性的人数都在迅速增加，尤其是在南非豪登省、西北省和林波波省。</p>\n<p>专家表示，<b>这种新变种引起了南非的关注，对该变种的主要担忧是它具有大量突变</b>。</p>\n<p>南非国家传染病研究所将于当地时间26日与世界卫生组织举行紧急会议。</p>\n<p>据世界卫生组织称，这种名为B.1.1.529的病毒<b>带有大量刺突蛋白突变的新变体</b>，并将于周五安排一次特别会议，讨论它对疫苗和卫生治疗可能意味着什么。</p>\n<p>刺突蛋白是病毒的关键部分，新冠病毒通过其刺突蛋白与人体细胞表面的ACE2蛋白结合后进入细胞并造成感染。与此同时，现有的大部分新冠疫苗也是通过训练人体免疫细胞识别刺突蛋白对病毒进行攻击。刺突蛋白突变会影响病毒感染细胞和传播的能力，也会使免疫细胞更难攻击病原体。</p>\n<p>世卫组织新冠病毒技术负责人Maria Van Kerkhove博士表示：</p>\n<blockquote>\n “我们对此知之甚少。我们所知道的是，这种变体存在大量的突变。令人担忧的是，当你有这么多突变时，它可能会对病毒的行为方式产生影响。”\n</blockquote>\n<p>南非科学家Tulio de Oliveira周四在南非卫生部主办的新闻发布会上说，南非科学家已经检测到刺突蛋白的30多个突变。</p>\n<p>根据他在简报会上展示的幻灯片，<b>B.1.1.529变体包含多个与抗体耐药性增加相关的突变，这可能会降低疫苗的有效性，以及通常使其更具传染性。</b>根据这份报告，由于刚发现新变体中的其他突变，所以科学家们还不知道它们是否会改变病毒的行为方式。</p>\n<p>专家认为，无论是否出现新的变种，非药物干预的重要性保持不变，每个人都应该接种疫苗，佩戴口罩，保持手部卫生，保持社交距离。</p>\n<p><b>英国暂停部分非洲航班入境</b></p>\n<p>鉴于B.1.1.529变种病毒被指可能使疫苗效力大降，英国更有专家形容它为“最恶劣的变种病毒”，英格兰地区和以色列加强对南非等多国的防疫措施，暂时禁止来自这些地方的航班入境。</p>\n<p>英国卫生大臣贾伟德表示，南非、纳米比亚、津巴布韦、博茨瓦纳、莱索托和史瓦帝尼周五（26日）起会被加入红色高风险名单，并称病毒或使疫苗效用大幅降低，担心疫苗计划的成效被破坏。</p>\n<p>以色列亦将南非、纳米比亚、津巴布韦、博茨瓦纳、莱索托、史瓦帝尼和莫桑比克列入高风险名单，来自这些地方的人入境前须先取得卫生部门的特别许可。</p>\n<p><b>避险情绪再起！</b></p>\n<p>IG Markets Ltd. 的分析师凯尔·罗达（Kyle Rodda）表示，南非新冠病毒变种“是一个可怕的新闻标题”，因此它可能引起了交易员下意识的反应。他补充说，<b>北美交易员休假意味着市场流动性稀薄，会放大行情波动。</b>隔夜由于欧洲疫情复燃，航空股已经崩了。</p>\n<p><a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场驻香港的亚洲外汇策略主管 Alvin T. Tan 表示：</p>\n<blockquote>\n “由于对新病毒变种的担忧，交易员正在削减风险头寸。加上美国假期，流动性稀薄，避险情绪被放大。”\n</blockquote>\n<p>United First Partners亚洲研究部负责人贾斯汀·唐（Justin Tang ）指出，“delta变种出现的时候，全球市场就出现过这种反应”，并补充说“已经有针对此类情况的剧本”，“突变是预期的，而不是未知的”。</p>\n<p>与此同时，美联储可能加快政策收紧的预期也让市场担忧。<a href=\"https://laohu8.com/S/GS\">高盛</a>周四彻底放弃通胀”暂时论“，预计美联储明年3月完成Taper，并在明年6月、9月和12月各加息一次。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131626907","content_text":"11月26日，美股股指期货持续下跌，道指期货跌2%，标普500指数期货跌1.75%，纳指期货跌1.12%；WTI原油期货跌幅扩大至4%，现报75.27美元/桶；布伦特原油期货跌幅扩大至4%，现报78.73美元/桶。\n消息面上，英国、以色列因非洲出现新型新冠病毒变种B.1.1.529毒株，均暂停南非等非洲国家的入境航班。在新毒株消息出来前，美国和欧洲病例已经再次飙升。\n\n南非B.1.1.529变种病毒引发担忧\n据央视，南非国家传染病研究所（NICD）当地时间11月25日发表声明表示，目前已在南非检测到一种新型新冠病毒变种B.1.1.529。经过南非国家传染病研究所和私人检测实验室合作进行基因组测序后，目前已在22例阳性病例中检测到该变异毒株。\n南非国家传染病研究所代理执行董事阿德里安·普伦表示，尽管目前掌握的数据有限，但专家正在与所有监测系统合作，以了解新变种以及可能产生的潜在影响。\n南非国家传染病研究所警告称，检测到的感染新变种病例和检测呈阳性的人数都在迅速增加，尤其是在南非豪登省、西北省和林波波省。\n专家表示，这种新变种引起了南非的关注，对该变种的主要担忧是它具有大量突变。\n南非国家传染病研究所将于当地时间26日与世界卫生组织举行紧急会议。\n据世界卫生组织称，这种名为B.1.1.529的病毒带有大量刺突蛋白突变的新变体，并将于周五安排一次特别会议，讨论它对疫苗和卫生治疗可能意味着什么。\n刺突蛋白是病毒的关键部分，新冠病毒通过其刺突蛋白与人体细胞表面的ACE2蛋白结合后进入细胞并造成感染。与此同时，现有的大部分新冠疫苗也是通过训练人体免疫细胞识别刺突蛋白对病毒进行攻击。刺突蛋白突变会影响病毒感染细胞和传播的能力，也会使免疫细胞更难攻击病原体。\n世卫组织新冠病毒技术负责人Maria Van Kerkhove博士表示：\n\n “我们对此知之甚少。我们所知道的是，这种变体存在大量的突变。令人担忧的是，当你有这么多突变时，它可能会对病毒的行为方式产生影响。”\n\n南非科学家Tulio de Oliveira周四在南非卫生部主办的新闻发布会上说，南非科学家已经检测到刺突蛋白的30多个突变。\n根据他在简报会上展示的幻灯片，B.1.1.529变体包含多个与抗体耐药性增加相关的突变，这可能会降低疫苗的有效性，以及通常使其更具传染性。根据这份报告，由于刚发现新变体中的其他突变，所以科学家们还不知道它们是否会改变病毒的行为方式。\n专家认为，无论是否出现新的变种，非药物干预的重要性保持不变，每个人都应该接种疫苗，佩戴口罩，保持手部卫生，保持社交距离。\n英国暂停部分非洲航班入境\n鉴于B.1.1.529变种病毒被指可能使疫苗效力大降，英国更有专家形容它为“最恶劣的变种病毒”，英格兰地区和以色列加强对南非等多国的防疫措施，暂时禁止来自这些地方的航班入境。\n英国卫生大臣贾伟德表示，南非、纳米比亚、津巴布韦、博茨瓦纳、莱索托和史瓦帝尼周五（26日）起会被加入红色高风险名单，并称病毒或使疫苗效用大幅降低，担心疫苗计划的成效被破坏。\n以色列亦将南非、纳米比亚、津巴布韦、博茨瓦纳、莱索托、史瓦帝尼和莫桑比克列入高风险名单，来自这些地方的人入境前须先取得卫生部门的特别许可。\n避险情绪再起！\nIG Markets Ltd. 的分析师凯尔·罗达（Kyle Rodda）表示，南非新冠病毒变种“是一个可怕的新闻标题”，因此它可能引起了交易员下意识的反应。他补充说，北美交易员休假意味着市场流动性稀薄，会放大行情波动。隔夜由于欧洲疫情复燃，航空股已经崩了。\n加拿大皇家银行资本市场驻香港的亚洲外汇策略主管 Alvin T. Tan 表示：\n\n “由于对新病毒变种的担忧，交易员正在削减风险头寸。加上美国假期，流动性稀薄，避险情绪被放大。”\n\nUnited First Partners亚洲研究部负责人贾斯汀·唐（Justin Tang ）指出，“delta变种出现的时候，全球市场就出现过这种反应”，并补充说“已经有针对此类情况的剧本”，“突变是预期的，而不是未知的”。\n与此同时，美联储可能加快政策收紧的预期也让市场担忧。高盛周四彻底放弃通胀”暂时论“，预计美联储明年3月完成Taper，并在明年6月、9月和12月各加息一次。","news_type":1,"symbols_score_info":{"NQmain":0.9,"ESmain":0.9,"BZmain":0.9,"MCLmain":0.9,"YMmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877852476,"gmtCreate":1637917563061,"gmtModify":1637917563146,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"China stocks are hard to predict.","listText":"China stocks are hard to predict.","text":"China stocks are hard to predict.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877852476","repostId":"1113757092","repostType":4,"isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877084264,"gmtCreate":1637843057767,"gmtModify":1637843057865,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey,&nbsp;AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be&nbsp;fear mongering to me.","listText":"The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey,&nbsp;AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be&nbsp;fear mongering to me.","text":"The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey, AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be fear mongering to me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877084264","repostId":"1120047068","repostType":4,"repost":{"id":"1120047068","kind":"news","pubTimestamp":1637817955,"share":"https://www.laohu8.com/m/news/1120047068?lang=zh_CN&edition=full","pubTime":"2021-11-25 13:25","market":"us","language":"en","title":"Tesla Memes Have Peaked On WallStreetBets - Why That's Bad For The Share Price<blockquote>特斯拉迷因在WallStreetBets上达到顶峰——为什么这对股价不利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120047068","media":"Seeking Alpha","summary":"Summary\n\nTesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.\n","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.</li>  <li>Elon Musk is famously aware of and actively follows the popular subreddit WallStreetBets and may leverage that following to drive the Tesla share price higher.</li>  <li>WallStreetBets is made up of 11.2m members and growing, mostly retail traders, who are unpredictable in their mob mentality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f67c9cf0e3bb1692edac18342c9aa416\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>RichVintage/E+ via Getty Images</span></p><p><blockquote><ul><li>特斯拉是Reddit的宠儿，但报道量已经达到顶峰，这通常先于价格下跌。</li><li>众所周知，Elon Musk知道并积极关注热门的Reddit子网站WallStreetBets，并可能利用这些关注来推高特斯拉股价。</li><li>WallStreetBets由1120万会员和不断增长的散户组成，他们的暴民心态不可预测。</li></ul><p class=\"t-img-caption\"><span>RichVintage/E+来自Getty Images</span></p></blockquote></p><p> <b>Meme Stock Mentions As An Indicator</b></p><p><blockquote><b>Meme股票被提及作为指标</b></blockquote></p><p> I have a theory that the only reason Musk's Tesla (TSLA) has achieved the eye watering market capitalisation of $1.141T, with a P/E ratio of 368, is because Elon Musk himself is a master of PR and marketing.</p><p><blockquote>我有一个理论，马斯克的特斯拉（TSLA）之所以能以368的市盈率达到1.141美元的令人瞠目结舌的市值，唯一的原因是埃隆·马斯克本人是公关和营销大师。</blockquote></p><p> Core to this theory is that supply and demand is what drives a share's price (whereas fundamental and perceived value is what drives the individual investor to buy or sell), and demand can be manipulated through awareness and PR efforts. I believe prices will revert back to fundamental value in the long run.</p><p><blockquote>这一理论的核心是，供给和需求是推动股票价格的因素（而基本面和感知价值是推动个人投资者买入或卖出的因素），需求可以通过意识和公关努力来操纵。我相信从长远来看，价格将恢复到基本价值。</blockquote></p><p> I argue that this awareness effect applies more to retail investors than to more sophisticated investors or investment funds, though this would obviously have a flow-on effect on them.</p><p><blockquote>我认为，这种意识效应更多地适用于散户投资者，而不是更老练的投资者或投资基金，尽管这显然会对他们产生流动效应。</blockquote></p><p> A more traditional example of this theory is how news and announcements affect share prices, albeit they are more closely tied to fundamental value.</p><p><blockquote>这一理论的一个更传统的例子是新闻和公告如何影响股价，尽管它们与基本价值的关系更密切。</blockquote></p><p> <b>Subreddit WallStreetBets As A Catalyst</b></p><p><blockquote><b>Subreddit WallStreetBets作为催化剂</b></blockquote></p><p> The Reddit Community WallStreetBets (WSB) is infamous for its role in the January 2021 GameStop saga, which led to a huge price increase in the retail firm's share price after the Reddit community&nbsp;popularised day trading of the firm.</p><p><blockquote>Reddit社区WallStreetBets(WSB)因其在2021年1月游戏驿站事件中所扮演的角色而臭名昭著，在Reddit社区普及该公司的日间交易后，该零售公司的股价大幅上涨。</blockquote></p><p> WSB is a community of mostly retail traders, some with no formal investing education or prior experience, and utilising margin loans through trading apps like Robinhood (though more experienced traders are present and active in the subreddit) to invest in the financial markets.</p><p><blockquote>WSB是一个主要由散户交易者组成的社区，其中一些人没有正规的投资教育或之前的经验，他们通过Robinhood等交易应用程序（尽管更有经验的交易者活跃在Reddit子网站上）利用保证金贷款来投资金融市场。</blockquote></p><p> The GameStop saga may be (mostly) over now, but this community is still thriving. At the time of the GameStop saga, the community had less than 3m members, while today it has over 11.2m members.</p><p><blockquote>游戏驿站传奇现在可能（大部分）已经结束，但这个社区仍在蓬勃发展。在游戏驿站传奇发生时，该社区的成员不到300万，而今天它的成员超过1120万。</blockquote></p><p> Given the almost 4X growth in community size thanks to the amount of attention generated in the GameStop saga, it's arguable that the community is more powerful than ever before in the day trading space.</p><p><blockquote>由于游戏驿站传奇引起的关注，社区规模增长了近4倍，可以说社区在日内交易领域比以往任何时候都更加强大。</blockquote></p><p> <b>The Elon Musk/WSB Connection</b></p><p><blockquote><b>埃隆·马斯克/WSB的联系</b></blockquote></p><p> Musk is famously aware of, and following, the WSB subreddit,once tweeting to his 43m followers a link to the subreddit&nbsp;with the caption \"Gamestonk.\"</p><p><blockquote>众所周知，马斯克了解并关注WSB subreddit，曾在推特上向他的4300万粉丝发送了该subreddit的链接，标题为“Gamestonk”。</blockquote></p><p> Musk has also claimed that short sellers have a negative impact on the valuation of TSLA, and it's not hard to imagine how he might see WSB as a tool to affect the share price.</p><p><blockquote>马斯克还声称，卖空者对TSLA的估值有负面影响，不难想象他会如何将WSB视为影响股价的工具。</blockquote></p><p> Musk is regarded as a hero by the WSB community, who are very aware that he follows them, and often post memes or comments in a worshipful manner,declaring him a \"Meme Lord.\"</p><p><blockquote>马斯克被WSB社区视为英雄，他们非常清楚他在关注他们，经常以崇拜的方式发布模因或评论，宣称他是“模因领主”。</blockquote></p><p> <b>Tracking WSB Community Sentiment</b></p><p><blockquote><b>跟踪WSB社区情绪</b></blockquote></p><p> Thanks to a site called&nbsp;Swaggy Stocks, we are able to track WSB sentiment towards TSLA and count TSLA mentions (and various other firms that get attention on the subreddit, such as the infamous GameStop (GME) short squeeze).</p><p><blockquote>多亏了一个名为Swaggy Stocks的网站，我们能够跟踪WSB对TSLA的情绪并统计TSLA的提及次数（以及在subreddit上引起关注的各种其他公司，例如臭名昭著的游戏驿站(GME)空头挤压）。</blockquote></p><p> If we take a look at a 1-year history of the TSLA share price vs WSB mentions and sentiment, a cursory glance reveals a general correlation between mentions and upward price activity.</p><p><blockquote>如果我们看一下TSLA股价与WSB提及次数和情绪的1年历史，粗略浏览一下就会发现提及次数与价格上涨活动之间存在普遍相关性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f24f2a63740b288ba4dad63e8fdaed3f\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Another clear trend is the overwhelming positive sentiment towards TSLA (and almost any other stock mentioned there) from the WSB community. Search many of these comments and posts, and you'll see the phrase \"Stonks only go up!\" appear across many, many posts.</p><p><blockquote>另一个明显的趋势是WSB社区对TSLA（以及其中提到的几乎所有其他股票）的压倒性积极情绪。搜索许多这样的评论和帖子，你会看到短语“Stonks只会上涨！”出现在很多很多帖子中。</blockquote></p><p> <b>Do Other Mediums Have The Same Correlation?</b></p><p><blockquote><b>其他媒体也有同样的相关性吗？</b></blockquote></p><p> Swaggy Stocks also tracks TSLA mentions across more traditional news sources and other social media sites.</p><p><blockquote>Swaggy Stocks还跟踪更传统的新闻来源和其他社交媒体网站上对特斯拉的提及。</blockquote></p><p> Searching social media for discussion and due-diligence style posts, Swaggy Stocks is able to show the total number of mentions TSLA generates, to compare with WSB.</p><p><blockquote>Swaggy Stocks在社交媒体上搜索讨论和尽职调查风格的帖子，能够显示TSLA产生的提及总数，以便与WSB进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a1e518a39e21d05f04e11f43de66c6a\" tg-width=\"640\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> There appears to be a very similar correlation between broader social media mentions of TSLA and stock price activity, but it appears that this attention is reactionary rather than a lead indicator. It is, however, a confirmation of awareness of the stock following along with major price movements, up or down.</p><p><blockquote>社交媒体对TSLA的更广泛提及与股价活动之间似乎存在非常相似的相关性，但这种关注似乎是反动的，而不是领先指标。然而，这证实了人们对股票跟随重大价格变动（上涨或下跌）的认识。</blockquote></p><p> <b>What Trends Can We See?</b></p><p><blockquote><b>我们可以看到哪些趋势？</b></blockquote></p><p></p><p> Looking at the two graphs of mentions vs stock price, the most prominent trend is how TSLA mentions, and discussion peaks mostly as major price spikes occur. It does not appear that mentions are a leading indicator, but perhaps a slow-down in mentions might indicate that any further major price movements are not to be expected.</p><p><blockquote>从提及次数与股价的两张图表来看，最突出的趋势是TSLA的提及方式，讨论大多在价格大幅飙升时达到顶峰。提及次数似乎不是一个领先指标，但提及次数的放缓可能表明预计不会出现任何进一步的重大价格变动。</blockquote></p><p> In my eyes, the more interesting time period (circled in red below) is where mentions of TSLA slowed considerably, and the stock price dwindled following the peak in mentions.</p><p><blockquote>在我看来，更有趣的时期（下面用红色圈出）是特斯拉的提及量大幅放缓，股价在提及量达到峰值后下跌。</blockquote></p><p> I argue that in this instance, when the stock fell from $900 to $600, WSB retail investors attention was diverted from the firm and this halted the upward price movement, sending the stock backward towards it's true long-run fundamental value.</p><p><blockquote>我认为，在这种情况下，当股票从900美元跌至600美元时，WSB散户投资者的注意力从该公司转移，这阻止了价格上涨，使股票回到其真正的长期基本价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f5e7c4dafad1ac25fb02d09b089e56\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>Does This Awareness Effect Apply To Other Stocks?</b></p><p><blockquote><b>这种认知效应是否适用于其他股票？</b></blockquote></p><p> Given GME was the beginning of notoriety for WSB, it's worth comparing the GME ticker to WSB sentiment to search for similar trends.</p><p><blockquote>鉴于GME是WSB声名狼藉的开始，因此值得将GME股票与WSB情绪进行比较以寻找类似的趋势。</blockquote></p><p> Again, large price movements occur around the same time as WSB commentary spikes, and prices tend to drift lower as attention drifts away.</p><p><blockquote>同样，价格大幅波动大约与WSB评论高峰同时发生，随着注意力的转移，价格往往会走低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcda7b46bafc07f02eaa854255c64d63\" tg-width=\"640\" tg-height=\"679\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Looking at a third firm, Apple (AAPL), to compare WSB activity with the largest market cap firm in the US, the correlation between mentions and price activity is much weaker, suggesting that there may be a limit to the WSB community's influence. While activity still follows price movements, there is also the possibility WSB is just simply not as interested in AAPL as it is in TSLA or GME.</p><p><blockquote>以第三家公司苹果(AAPL)为例，将WSB活动与美国市值最大的公司进行比较，提及次数与价格活动之间的相关性要弱得多，这表明WSB社区的影响力可能有限。虽然活动仍然跟随价格变动，但WSB也有可能对AAPL不像对TSLA或GME那样感兴趣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af3145b857ea22dc2550227f9f93826b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>The Investment View: Results May Vary</b></p><p><blockquote><b>投资观点：结果可能有所不同</b></blockquote></p><p> I would argue that WSB is not perhaps a leading indicator, but it does play a part in stock awareness and encourages new investors to enter the market.</p><p><blockquote>我认为WSB也许不是一个领先指标，但它确实在股票认知度方面发挥了作用，并鼓励新投资者进入市场。</blockquote></p><p> I would also argue that 11.2m retail investors is certainly a force to be reckoned with and worth paying attention to - perhaps not a guidance of which stock will boom next but rather which ones are overpriced or have peaked.</p><p><blockquote>我还认为，1120万散户投资者无疑是一股不可忽视、值得关注的力量——也许不是哪只股票接下来会繁荣的指引，而是哪些股票定价过高或已经见顶。</blockquote></p><p> Overall, there's a strong sense that stocks that receive attention from WSB undergo price volatility, and do drift back to their long-run fundamental value given enough time.</p><p><blockquote>总体而言，人们强烈认为，受到WSB关注的股票会经历价格波动，并且在足够的时间内确实会回到其长期基本价值。</blockquote></p><p> Perhaps it's a case of, if WSB is promoting the stock, you're already too late.</p><p><blockquote>也许是这样的情况，如果WSB正在推广该股票，那么你已经太晚了。</blockquote></p><p> <b>So What Does This Mean For TSLA?</b></p><p><blockquote><b>那么这对特斯拉意味着什么呢？</b></blockquote></p><p> Coming full circle back to TSLA, and reviewing their WSB sentiment chart, I feel there is strong argument to be made that the stock is over-priced due to the presence of retail traders.</p><p><blockquote>回到特斯拉，回顾他们的WSB情绪图表，我觉得有强有力的论据表明，由于散户交易者的存在，该股定价过高。</blockquote></p><p> However, monitoring WSB activity may give investors a helpful indicator of when TSLA may be about to experience a price correction as retail investor's attention is drawn away from the firm.</p><p><blockquote>然而，监控WSB活动可能会为投资者提供一个有用的指标，表明随着散户投资者的注意力从该公司转移，特斯拉何时可能会经历价格调整。</blockquote></p><p> With that said, Elon Musk remains a variable worth watching given his awareness of the subreddit and its effect on the market, and he has the platform to drive attention back onto TSLA as he sees fit.</p><p><blockquote>话虽如此，鉴于埃隆·马斯克对Reddit子版块的认识及其对市场的影响，他仍然是一个值得关注的变量，而且他有一个平台可以在他认为合适的时候将注意力重新吸引到TSLA上。</blockquote></p><p> <b>The Value Of A Mention</b></p><p><blockquote><b>提及的价值</b></blockquote></p><p> It's hard to place a quantifiable value on what a mention on WSB is worth to a firm, as individually they are probably worth close to $0. But more significant interest could have a life changing short term impact on current shareholders as the value of their portfolio balloons thanks to retail traders taking an interest in one of their holdings.</p><p><blockquote>很难量化提及WSB对一家公司的价值，因为它们的价值可能接近0美元。但更大的兴趣可能会对现有股东产生改变生活的短期影响，因为由于散户交易者对其持有的一种股票感兴趣，他们的投资组合价值会膨胀。</blockquote></p><p> On the other hand, short sellers (such as those shorting GME earlier this year) could feel substantial pain, as their positions require covering at ever increasing prices.</p><p><blockquote>另一方面，卖空者（例如今年早些时候做空GME的人）可能会感到巨大的痛苦，因为他们的头寸需要以不断上涨的价格进行回补。</blockquote></p><p> If I was to place a value on it, I would suggest adjusting price targets by as much as 2X current price if a firm were to see significant interest through WSB - but this is tempered by the expectation that long term, the stock would return to its fundamental value.</p><p><blockquote>如果我要对其进行估值，如果一家公司通过WSB看到巨大的兴趣，我会建议将价格目标调整多达当前价格的2倍——但这受到长期该股将回归的预期的影响。其基本价值。</blockquote></p><p> If you're holding TSLA shares, it appears the music has stopped over at WSB, and prices may fall back to around $700 in the coming weeks.</p><p><blockquote>如果您持有TSLA股票，那么WSB的音乐似乎已经停止，未来几周价格可能会回落至700美元左右。</blockquote></p><p> In short, if your holding becomes a 'meme stock', take 2X your money and run - things are about to get volatile.</p><p><blockquote>简而言之，如果你持有的股票变成了“模因股票”，拿两倍的钱就跑——事情将会变得不稳定。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 Memes Have Peaked On WallStreetBets - Why That's Bad For The Share Price<blockquote>特斯拉迷因在WallStreetBets上达到顶峰——为什么这对股价不利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-25 13:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.</li>  <li>Elon Musk is famously aware of and actively follows the popular subreddit WallStreetBets and may leverage that following to drive the Tesla share price higher.</li>  <li>WallStreetBets is made up of 11.2m members and growing, mostly retail traders, who are unpredictable in their mob mentality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f67c9cf0e3bb1692edac18342c9aa416\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>RichVintage/E+ via Getty Images</span></p><p><blockquote><ul><li>特斯拉是Reddit的宠儿，但报道量已经达到顶峰，这通常先于价格下跌。</li><li>众所周知，Elon Musk知道并积极关注热门的Reddit子网站WallStreetBets，并可能利用这些关注来推高特斯拉股价。</li><li>WallStreetBets由1120万会员和不断增长的散户组成，他们的暴民心态不可预测。</li></ul><p class=\"t-img-caption\"><span>RichVintage/E+来自Getty Images</span></p></blockquote></p><p> <b>Meme Stock Mentions As An Indicator</b></p><p><blockquote><b>Meme股票被提及作为指标</b></blockquote></p><p> I have a theory that the only reason Musk's Tesla (TSLA) has achieved the eye watering market capitalisation of $1.141T, with a P/E ratio of 368, is because Elon Musk himself is a master of PR and marketing.</p><p><blockquote>我有一个理论，马斯克的特斯拉（TSLA）之所以能以368的市盈率达到1.141美元的令人瞠目结舌的市值，唯一的原因是埃隆·马斯克本人是公关和营销大师。</blockquote></p><p> Core to this theory is that supply and demand is what drives a share's price (whereas fundamental and perceived value is what drives the individual investor to buy or sell), and demand can be manipulated through awareness and PR efforts. I believe prices will revert back to fundamental value in the long run.</p><p><blockquote>这一理论的核心是，供给和需求是推动股票价格的因素（而基本面和感知价值是推动个人投资者买入或卖出的因素），需求可以通过意识和公关努力来操纵。我相信从长远来看，价格将恢复到基本价值。</blockquote></p><p> I argue that this awareness effect applies more to retail investors than to more sophisticated investors or investment funds, though this would obviously have a flow-on effect on them.</p><p><blockquote>我认为，这种意识效应更多地适用于散户投资者，而不是更老练的投资者或投资基金，尽管这显然会对他们产生流动效应。</blockquote></p><p> A more traditional example of this theory is how news and announcements affect share prices, albeit they are more closely tied to fundamental value.</p><p><blockquote>这一理论的一个更传统的例子是新闻和公告如何影响股价，尽管它们与基本价值的关系更密切。</blockquote></p><p> <b>Subreddit WallStreetBets As A Catalyst</b></p><p><blockquote><b>Subreddit WallStreetBets作为催化剂</b></blockquote></p><p> The Reddit Community WallStreetBets (WSB) is infamous for its role in the January 2021 GameStop saga, which led to a huge price increase in the retail firm's share price after the Reddit community&nbsp;popularised day trading of the firm.</p><p><blockquote>Reddit社区WallStreetBets(WSB)因其在2021年1月游戏驿站事件中所扮演的角色而臭名昭著，在Reddit社区普及该公司的日间交易后，该零售公司的股价大幅上涨。</blockquote></p><p> WSB is a community of mostly retail traders, some with no formal investing education or prior experience, and utilising margin loans through trading apps like Robinhood (though more experienced traders are present and active in the subreddit) to invest in the financial markets.</p><p><blockquote>WSB是一个主要由散户交易者组成的社区，其中一些人没有正规的投资教育或之前的经验，他们通过Robinhood等交易应用程序（尽管更有经验的交易者活跃在Reddit子网站上）利用保证金贷款来投资金融市场。</blockquote></p><p> The GameStop saga may be (mostly) over now, but this community is still thriving. At the time of the GameStop saga, the community had less than 3m members, while today it has over 11.2m members.</p><p><blockquote>游戏驿站传奇现在可能（大部分）已经结束，但这个社区仍在蓬勃发展。在游戏驿站传奇发生时，该社区的成员不到300万，而今天它的成员超过1120万。</blockquote></p><p> Given the almost 4X growth in community size thanks to the amount of attention generated in the GameStop saga, it's arguable that the community is more powerful than ever before in the day trading space.</p><p><blockquote>由于游戏驿站传奇引起的关注，社区规模增长了近4倍，可以说社区在日内交易领域比以往任何时候都更加强大。</blockquote></p><p> <b>The Elon Musk/WSB Connection</b></p><p><blockquote><b>埃隆·马斯克/WSB的联系</b></blockquote></p><p> Musk is famously aware of, and following, the WSB subreddit,once tweeting to his 43m followers a link to the subreddit&nbsp;with the caption \"Gamestonk.\"</p><p><blockquote>众所周知，马斯克了解并关注WSB subreddit，曾在推特上向他的4300万粉丝发送了该subreddit的链接，标题为“Gamestonk”。</blockquote></p><p> Musk has also claimed that short sellers have a negative impact on the valuation of TSLA, and it's not hard to imagine how he might see WSB as a tool to affect the share price.</p><p><blockquote>马斯克还声称，卖空者对TSLA的估值有负面影响，不难想象他会如何将WSB视为影响股价的工具。</blockquote></p><p> Musk is regarded as a hero by the WSB community, who are very aware that he follows them, and often post memes or comments in a worshipful manner,declaring him a \"Meme Lord.\"</p><p><blockquote>马斯克被WSB社区视为英雄，他们非常清楚他在关注他们，经常以崇拜的方式发布模因或评论，宣称他是“模因领主”。</blockquote></p><p> <b>Tracking WSB Community Sentiment</b></p><p><blockquote><b>跟踪WSB社区情绪</b></blockquote></p><p> Thanks to a site called&nbsp;Swaggy Stocks, we are able to track WSB sentiment towards TSLA and count TSLA mentions (and various other firms that get attention on the subreddit, such as the infamous GameStop (GME) short squeeze).</p><p><blockquote>多亏了一个名为Swaggy Stocks的网站，我们能够跟踪WSB对TSLA的情绪并统计TSLA的提及次数（以及在subreddit上引起关注的各种其他公司，例如臭名昭著的游戏驿站(GME)空头挤压）。</blockquote></p><p> If we take a look at a 1-year history of the TSLA share price vs WSB mentions and sentiment, a cursory glance reveals a general correlation between mentions and upward price activity.</p><p><blockquote>如果我们看一下TSLA股价与WSB提及次数和情绪的1年历史，粗略浏览一下就会发现提及次数与价格上涨活动之间存在普遍相关性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f24f2a63740b288ba4dad63e8fdaed3f\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Another clear trend is the overwhelming positive sentiment towards TSLA (and almost any other stock mentioned there) from the WSB community. Search many of these comments and posts, and you'll see the phrase \"Stonks only go up!\" appear across many, many posts.</p><p><blockquote>另一个明显的趋势是WSB社区对TSLA（以及其中提到的几乎所有其他股票）的压倒性积极情绪。搜索许多这样的评论和帖子，你会看到短语“Stonks只会上涨！”出现在很多很多帖子中。</blockquote></p><p> <b>Do Other Mediums Have The Same Correlation?</b></p><p><blockquote><b>其他媒体也有同样的相关性吗？</b></blockquote></p><p> Swaggy Stocks also tracks TSLA mentions across more traditional news sources and other social media sites.</p><p><blockquote>Swaggy Stocks还跟踪更传统的新闻来源和其他社交媒体网站上对特斯拉的提及。</blockquote></p><p> Searching social media for discussion and due-diligence style posts, Swaggy Stocks is able to show the total number of mentions TSLA generates, to compare with WSB.</p><p><blockquote>Swaggy Stocks在社交媒体上搜索讨论和尽职调查风格的帖子，能够显示TSLA产生的提及总数，以便与WSB进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a1e518a39e21d05f04e11f43de66c6a\" tg-width=\"640\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> There appears to be a very similar correlation between broader social media mentions of TSLA and stock price activity, but it appears that this attention is reactionary rather than a lead indicator. It is, however, a confirmation of awareness of the stock following along with major price movements, up or down.</p><p><blockquote>社交媒体对TSLA的更广泛提及与股价活动之间似乎存在非常相似的相关性，但这种关注似乎是反动的，而不是领先指标。然而，这证实了人们对股票跟随重大价格变动（上涨或下跌）的认识。</blockquote></p><p> <b>What Trends Can We See?</b></p><p><blockquote><b>我们可以看到哪些趋势？</b></blockquote></p><p></p><p> Looking at the two graphs of mentions vs stock price, the most prominent trend is how TSLA mentions, and discussion peaks mostly as major price spikes occur. It does not appear that mentions are a leading indicator, but perhaps a slow-down in mentions might indicate that any further major price movements are not to be expected.</p><p><blockquote>从提及次数与股价的两张图表来看，最突出的趋势是TSLA的提及方式，讨论大多在价格大幅飙升时达到顶峰。提及次数似乎不是一个领先指标，但提及次数的放缓可能表明预计不会出现任何进一步的重大价格变动。</blockquote></p><p> In my eyes, the more interesting time period (circled in red below) is where mentions of TSLA slowed considerably, and the stock price dwindled following the peak in mentions.</p><p><blockquote>在我看来，更有趣的时期（下面用红色圈出）是特斯拉的提及量大幅放缓，股价在提及量达到峰值后下跌。</blockquote></p><p> I argue that in this instance, when the stock fell from $900 to $600, WSB retail investors attention was diverted from the firm and this halted the upward price movement, sending the stock backward towards it's true long-run fundamental value.</p><p><blockquote>我认为，在这种情况下，当股票从900美元跌至600美元时，WSB散户投资者的注意力从该公司转移，这阻止了价格上涨，使股票回到其真正的长期基本价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f5e7c4dafad1ac25fb02d09b089e56\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>Does This Awareness Effect Apply To Other Stocks?</b></p><p><blockquote><b>这种认知效应是否适用于其他股票？</b></blockquote></p><p> Given GME was the beginning of notoriety for WSB, it's worth comparing the GME ticker to WSB sentiment to search for similar trends.</p><p><blockquote>鉴于GME是WSB声名狼藉的开始，因此值得将GME股票与WSB情绪进行比较以寻找类似的趋势。</blockquote></p><p> Again, large price movements occur around the same time as WSB commentary spikes, and prices tend to drift lower as attention drifts away.</p><p><blockquote>同样，价格大幅波动大约与WSB评论高峰同时发生，随着注意力的转移，价格往往会走低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcda7b46bafc07f02eaa854255c64d63\" tg-width=\"640\" tg-height=\"679\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Looking at a third firm, Apple (AAPL), to compare WSB activity with the largest market cap firm in the US, the correlation between mentions and price activity is much weaker, suggesting that there may be a limit to the WSB community's influence. While activity still follows price movements, there is also the possibility WSB is just simply not as interested in AAPL as it is in TSLA or GME.</p><p><blockquote>以第三家公司苹果(AAPL)为例，将WSB活动与美国市值最大的公司进行比较，提及次数与价格活动之间的相关性要弱得多，这表明WSB社区的影响力可能有限。虽然活动仍然跟随价格变动，但WSB也有可能对AAPL不像对TSLA或GME那样感兴趣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af3145b857ea22dc2550227f9f93826b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>The Investment View: Results May Vary</b></p><p><blockquote><b>投资观点：结果可能有所不同</b></blockquote></p><p> I would argue that WSB is not perhaps a leading indicator, but it does play a part in stock awareness and encourages new investors to enter the market.</p><p><blockquote>我认为WSB也许不是一个领先指标，但它确实在股票认知度方面发挥了作用，并鼓励新投资者进入市场。</blockquote></p><p> I would also argue that 11.2m retail investors is certainly a force to be reckoned with and worth paying attention to - perhaps not a guidance of which stock will boom next but rather which ones are overpriced or have peaked.</p><p><blockquote>我还认为，1120万散户投资者无疑是一股不可忽视、值得关注的力量——也许不是哪只股票接下来会繁荣的指引，而是哪些股票定价过高或已经见顶。</blockquote></p><p> Overall, there's a strong sense that stocks that receive attention from WSB undergo price volatility, and do drift back to their long-run fundamental value given enough time.</p><p><blockquote>总体而言，人们强烈认为，受到WSB关注的股票会经历价格波动，并且在足够的时间内确实会回到其长期基本价值。</blockquote></p><p> Perhaps it's a case of, if WSB is promoting the stock, you're already too late.</p><p><blockquote>也许是这样的情况，如果WSB正在推广该股票，那么你已经太晚了。</blockquote></p><p> <b>So What Does This Mean For TSLA?</b></p><p><blockquote><b>那么这对特斯拉意味着什么呢？</b></blockquote></p><p> Coming full circle back to TSLA, and reviewing their WSB sentiment chart, I feel there is strong argument to be made that the stock is over-priced due to the presence of retail traders.</p><p><blockquote>回到特斯拉，回顾他们的WSB情绪图表，我觉得有强有力的论据表明，由于散户交易者的存在，该股定价过高。</blockquote></p><p> However, monitoring WSB activity may give investors a helpful indicator of when TSLA may be about to experience a price correction as retail investor's attention is drawn away from the firm.</p><p><blockquote>然而，监控WSB活动可能会为投资者提供一个有用的指标，表明随着散户投资者的注意力从该公司转移，特斯拉何时可能会经历价格调整。</blockquote></p><p> With that said, Elon Musk remains a variable worth watching given his awareness of the subreddit and its effect on the market, and he has the platform to drive attention back onto TSLA as he sees fit.</p><p><blockquote>话虽如此，鉴于埃隆·马斯克对Reddit子版块的认识及其对市场的影响，他仍然是一个值得关注的变量，而且他有一个平台可以在他认为合适的时候将注意力重新吸引到TSLA上。</blockquote></p><p> <b>The Value Of A Mention</b></p><p><blockquote><b>提及的价值</b></blockquote></p><p> It's hard to place a quantifiable value on what a mention on WSB is worth to a firm, as individually they are probably worth close to $0. But more significant interest could have a life changing short term impact on current shareholders as the value of their portfolio balloons thanks to retail traders taking an interest in one of their holdings.</p><p><blockquote>很难量化提及WSB对一家公司的价值，因为它们的价值可能接近0美元。但更大的兴趣可能会对现有股东产生改变生活的短期影响，因为由于散户交易者对其持有的一种股票感兴趣，他们的投资组合价值会膨胀。</blockquote></p><p> On the other hand, short sellers (such as those shorting GME earlier this year) could feel substantial pain, as their positions require covering at ever increasing prices.</p><p><blockquote>另一方面，卖空者（例如今年早些时候做空GME的人）可能会感到巨大的痛苦，因为他们的头寸需要以不断上涨的价格进行回补。</blockquote></p><p> If I was to place a value on it, I would suggest adjusting price targets by as much as 2X current price if a firm were to see significant interest through WSB - but this is tempered by the expectation that long term, the stock would return to its fundamental value.</p><p><blockquote>如果我要对其进行估值，如果一家公司通过WSB看到巨大的兴趣，我会建议将价格目标调整多达当前价格的2倍——但这受到长期该股将回归的预期的影响。其基本价值。</blockquote></p><p> If you're holding TSLA shares, it appears the music has stopped over at WSB, and prices may fall back to around $700 in the coming weeks.</p><p><blockquote>如果您持有TSLA股票，那么WSB的音乐似乎已经停止，未来几周价格可能会回落至700美元左右。</blockquote></p><p> In short, if your holding becomes a 'meme stock', take 2X your money and run - things are about to get volatile.</p><p><blockquote>简而言之，如果你持有的股票变成了“模因股票”，拿两倍的钱就跑——事情将会变得不稳定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471848-tesla-memes-have-peaked-on-wallstreetbets-why-thats-bad-for-the-share-price\">Seeking Alpha</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/article/4471848-tesla-memes-have-peaked-on-wallstreetbets-why-thats-bad-for-the-share-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120047068","content_text":"Summary\n\nTesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.\nElon Musk is famously aware of and actively follows the popular subreddit WallStreetBets and may leverage that following to drive the Tesla share price higher.\nWallStreetBets is made up of 11.2m members and growing, mostly retail traders, who are unpredictable in their mob mentality.\n\nRichVintage/E+ via Getty Images\nMeme Stock Mentions As An Indicator\nI have a theory that the only reason Musk's Tesla (TSLA) has achieved the eye watering market capitalisation of $1.141T, with a P/E ratio of 368, is because Elon Musk himself is a master of PR and marketing.\nCore to this theory is that supply and demand is what drives a share's price (whereas fundamental and perceived value is what drives the individual investor to buy or sell), and demand can be manipulated through awareness and PR efforts. I believe prices will revert back to fundamental value in the long run.\nI argue that this awareness effect applies more to retail investors than to more sophisticated investors or investment funds, though this would obviously have a flow-on effect on them.\nA more traditional example of this theory is how news and announcements affect share prices, albeit they are more closely tied to fundamental value.\nSubreddit WallStreetBets As A Catalyst\nThe Reddit Community WallStreetBets (WSB) is infamous for its role in the January 2021 GameStop saga, which led to a huge price increase in the retail firm's share price after the Reddit community popularised day trading of the firm.\nWSB is a community of mostly retail traders, some with no formal investing education or prior experience, and utilising margin loans through trading apps like Robinhood (though more experienced traders are present and active in the subreddit) to invest in the financial markets.\nThe GameStop saga may be (mostly) over now, but this community is still thriving. At the time of the GameStop saga, the community had less than 3m members, while today it has over 11.2m members.\nGiven the almost 4X growth in community size thanks to the amount of attention generated in the GameStop saga, it's arguable that the community is more powerful than ever before in the day trading space.\nThe Elon Musk/WSB Connection\nMusk is famously aware of, and following, the WSB subreddit,once tweeting to his 43m followers a link to the subreddit with the caption \"Gamestonk.\"\nMusk has also claimed that short sellers have a negative impact on the valuation of TSLA, and it's not hard to imagine how he might see WSB as a tool to affect the share price.\nMusk is regarded as a hero by the WSB community, who are very aware that he follows them, and often post memes or comments in a worshipful manner,declaring him a \"Meme Lord.\"\nTracking WSB Community Sentiment\nThanks to a site called Swaggy Stocks, we are able to track WSB sentiment towards TSLA and count TSLA mentions (and various other firms that get attention on the subreddit, such as the infamous GameStop (GME) short squeeze).\nIf we take a look at a 1-year history of the TSLA share price vs WSB mentions and sentiment, a cursory glance reveals a general correlation between mentions and upward price activity.\nSource: Swaggy Stocks\nAnother clear trend is the overwhelming positive sentiment towards TSLA (and almost any other stock mentioned there) from the WSB community. Search many of these comments and posts, and you'll see the phrase \"Stonks only go up!\" appear across many, many posts.\nDo Other Mediums Have The Same Correlation?\nSwaggy Stocks also tracks TSLA mentions across more traditional news sources and other social media sites.\nSearching social media for discussion and due-diligence style posts, Swaggy Stocks is able to show the total number of mentions TSLA generates, to compare with WSB.\nSource: Swaggy Stocks\nThere appears to be a very similar correlation between broader social media mentions of TSLA and stock price activity, but it appears that this attention is reactionary rather than a lead indicator. It is, however, a confirmation of awareness of the stock following along with major price movements, up or down.\nWhat Trends Can We See?\nLooking at the two graphs of mentions vs stock price, the most prominent trend is how TSLA mentions, and discussion peaks mostly as major price spikes occur. It does not appear that mentions are a leading indicator, but perhaps a slow-down in mentions might indicate that any further major price movements are not to be expected.\nIn my eyes, the more interesting time period (circled in red below) is where mentions of TSLA slowed considerably, and the stock price dwindled following the peak in mentions.\nI argue that in this instance, when the stock fell from $900 to $600, WSB retail investors attention was diverted from the firm and this halted the upward price movement, sending the stock backward towards it's true long-run fundamental value.\nSource: Swaggy Stocks\nDoes This Awareness Effect Apply To Other Stocks?\nGiven GME was the beginning of notoriety for WSB, it's worth comparing the GME ticker to WSB sentiment to search for similar trends.\nAgain, large price movements occur around the same time as WSB commentary spikes, and prices tend to drift lower as attention drifts away.\nSource: Swaggy Stocks\nLooking at a third firm, Apple (AAPL), to compare WSB activity with the largest market cap firm in the US, the correlation between mentions and price activity is much weaker, suggesting that there may be a limit to the WSB community's influence. While activity still follows price movements, there is also the possibility WSB is just simply not as interested in AAPL as it is in TSLA or GME.\nSource: Swaggy Stocks\nThe Investment View: Results May Vary\nI would argue that WSB is not perhaps a leading indicator, but it does play a part in stock awareness and encourages new investors to enter the market.\nI would also argue that 11.2m retail investors is certainly a force to be reckoned with and worth paying attention to - perhaps not a guidance of which stock will boom next but rather which ones are overpriced or have peaked.\nOverall, there's a strong sense that stocks that receive attention from WSB undergo price volatility, and do drift back to their long-run fundamental value given enough time.\nPerhaps it's a case of, if WSB is promoting the stock, you're already too late.\nSo What Does This Mean For TSLA?\nComing full circle back to TSLA, and reviewing their WSB sentiment chart, I feel there is strong argument to be made that the stock is over-priced due to the presence of retail traders.\nHowever, monitoring WSB activity may give investors a helpful indicator of when TSLA may be about to experience a price correction as retail investor's attention is drawn away from the firm.\nWith that said, Elon Musk remains a variable worth watching given his awareness of the subreddit and its effect on the market, and he has the platform to drive attention back onto TSLA as he sees fit.\nThe Value Of A Mention\nIt's hard to place a quantifiable value on what a mention on WSB is worth to a firm, as individually they are probably worth close to $0. But more significant interest could have a life changing short term impact on current shareholders as the value of their portfolio balloons thanks to retail traders taking an interest in one of their holdings.\nOn the other hand, short sellers (such as those shorting GME earlier this year) could feel substantial pain, as their positions require covering at ever increasing prices.\nIf I was to place a value on it, I would suggest adjusting price targets by as much as 2X current price if a firm were to see significant interest through WSB - but this is tempered by the expectation that long term, the stock would return to its fundamental value.\nIf you're holding TSLA shares, it appears the music has stopped over at WSB, and prices may fall back to around $700 in the coming weeks.\nIn short, if your holding becomes a 'meme stock', take 2X your money and run - things are about to get volatile.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875537305,"gmtCreate":1637667546935,"gmtModify":1637667547010,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Sensationalism at its best","listText":"Sensationalism at its best","text":"Sensationalism at its best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875537305","repostId":"1170981862","repostType":4,"isVote":1,"tweetType":1,"viewCount":3360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846082899,"gmtCreate":1636035289553,"gmtModify":1636035292996,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed","listText":"I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed","text":"I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846082899","repostId":"1198103703","repostType":4,"isVote":1,"tweetType":1,"viewCount":2870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848733449,"gmtCreate":1636027802468,"gmtModify":1636028004766,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>Semi conductor is becoming an infrastructure. The product is required as the world continues on movingto digital. Trend is for tech companies to design their own chips. TSMC is well positioned to take advantage。","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>Semi conductor is becoming an infrastructure. The product is required as the world continues on movingto digital. Trend is for tech companies to design their own chips. TSMC is well positioned to take advantage。","text":"$Taiwan Semiconductor Manufacturing(TSM)$Semi conductor is becoming an infrastructure. The product is required as the world continues on movingto digital. Trend is for tech companies to design their own chips. TSMC is well positioned to take advantage。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848733449","isVote":1,"tweetType":1,"viewCount":4689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848535077,"gmtCreate":1636011018317,"gmtModify":1636011018514,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.","listText":"It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.","text":"It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/848535077","repostId":"2180763679","repostType":4,"isVote":1,"tweetType":1,"viewCount":3787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000432","authorId":"9000000000000432","name":"PagRobinson","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000432","idStr":"9000000000000432"},"content":"This is what economists have been trying to figure out for more than 100 years. Finally, they come to the conclusion that stock prices walk randomly. It is too difficult to predict the stock price and avoid risks perfectly. What we can do is to reduce risks by diversifying investment as much as possible.","text":"This is what economists have been trying to figure out for more than 100 years. Finally, they come to the conclusion that stock prices walk randomly. It is too difficult to predict the stock price and avoid risks perfectly. What we can do is to reduce risks by diversifying investment as much as possible.","html":"This is what economists have been trying to figure out for more than 100 years. Finally, they come to the conclusion that stock prices walk randomly. It is too difficult to predict the stock price and avoid risks perfectly. What we can do is to reduce risks by diversifying investment as much as possible."},{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000640","idStr":"9000000000000640"},"content":"That's true. This is what many economists and professional investors in financial institutions want to find out. But in fact, this is difficult to do, otherwise all the money in the market will go to one person's wallet.","text":"That's true. This is what many economists and professional investors in financial institutions want to find out. But in fact, this is difficult to do, otherwise all the money in the market will go to one person's wallet.","html":"That's true. This is what many economists and professional investors in financial institutions want to find out. But in fact, this is difficult to do, otherwise all the money in the market will go to one person's wallet."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858031649,"gmtCreate":1634951593802,"gmtModify":1634954204007,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Potential headwinds due to unfavourable US governmental position against Tesla?","listText":"Potential headwinds due to unfavourable US governmental position against Tesla?","text":"Potential headwinds due to unfavourable US governmental position against Tesla?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858031649","repostId":"1166213725","repostType":4,"repost":{"id":"1166213725","kind":"news","pubTimestamp":1634948473,"share":"https://www.laohu8.com/m/news/1166213725?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:21","market":"us","language":"en","title":"Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166213725","media":"Barrons","summary":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?Tesla  stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.Tesla stoc","content":"<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</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>Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</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\">\nTesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-23 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高，收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高？</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The&nbsp;S&amp;P 500&nbsp;dropped about 0.1%, while the&nbsp;Dow Jones Industrial Average&nbsp;added about 0.2%.</p><p><blockquote>特斯拉（股票代码：TSLA）股价收于909.68美元，上涨约1.8%。标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&amp;P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五，标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+，比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据，900.40美元的旧高水位是在1月25日创下的。周四，特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月，股价上涨了约40%，市值达到约9100亿美元。（特斯拉拥有约10亿股已发行股票，这使得计算变得很容易。）</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元，此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨，因为盈利修正正在飙升，”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周，分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上，”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入，特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的，仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元，不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌，或者企业可能会陷入困境。分析师预计，特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌，谁也说不准。不过，就目前而言，势头属于特斯拉多头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166213725","content_text":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?\nTesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.\nShares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.\nTesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.\nShares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)\nBulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.\n“Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.\nIves rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.\nYes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.\nBears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.\nWhether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826750695,"gmtCreate":1634059239364,"gmtModify":1634059239637,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Nio seems to spend a lot on Nio house, their lifestyle club house. Very interesting concept but seems really expensive.","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Nio seems to spend a lot on Nio house, their lifestyle club house. Very interesting concept but seems really expensive.","text":"$NIO Inc.(NIO)$Nio seems to spend a lot on Nio house, their lifestyle club house. Very interesting concept but seems really expensive.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826750695","isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860044712,"gmtCreate":1632112080436,"gmtModify":1632802750796,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"BYD and VW group&nbsp;","listText":"BYD and VW group&nbsp;","text":"BYD and VW group","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/860044712","repostId":"1165266849","repostType":4,"repost":{"id":"1165266849","kind":"news","pubTimestamp":1632095568,"share":"https://www.laohu8.com/m/news/1165266849?lang=zh_CN&edition=full","pubTime":"2021-09-20 07:52","market":"us","language":"en","title":"If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?<blockquote>如果电动汽车制造商有“三巨头”，谁会加入特斯拉？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165266849","media":"MarketWatch","summary":"Delays at young electric-vehicle companies suggest that large auto makers are best placed to challen","content":"<p>Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous names </p><p><blockquote>年轻电动汽车公司的延迟表明，大型汽车制造商最有能力在未来挑战特斯拉，但聪明的资金正在追逐不那么迷人的公司</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4fe95f357a1ce8ef9aeefc9e1e62d0\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MarketWatch photo illustration/Tesla, iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch照片插图/特斯拉，iStockphoto</span></p></blockquote></p><p> When Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.</p><p><blockquote>当亨利·福特将他的底特律汽车公司重组为美国汽车制造业的巨头时，数百家其他年轻的汽车制造商也在起步。</blockquote></p><p> One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in 1922, the company ended up in receivership in 1924. Like hundreds of other early car companies, none of those six Indianapolis players survived.</p><p><blockquote>其中之一，国家机动车辆汽车制造公司，成立于印第安纳波利斯，1906年拥有六家汽车制造商。国家汽车公司甚至参加了1912年印地500大赛并赢得了冠军。销售蓬勃发展，产量扩大，但在1922年与联合汽车工业公司合并后，该公司最终于1924年进入破产管理程序。与数百家其他早期汽车公司一样，印第安纳波利斯的六家公司无一幸存。</blockquote></p><p> Investors eyeing the electric vehicle space today may have a sense of déjà vu. The huge number of companies, large and small, currently working on electric vehicles or their components is reminiscent of the turn of the 20th century, when companies like National and others experimented with body forms and engine types, from steam-powered to internal combustion to early versions of electric vehicles.</p><p><blockquote>如今关注电动汽车领域的投资者可能会有一种似曾相识的感觉。目前大量大大小小的公司都在研究电动汽车或其零部件，这让人想起20世纪之交，当时National等公司尝试了车身形式和发动机类型，从蒸汽动力到内燃机再到电动汽车的早期版本。</blockquote></p><p> By the 1929 stock market crash, there were only about 40 auto makers left, and that number eventually shrunk to where the top companies in the U.S. are referred to as the “Big Three.” Similar shakeouts occurred globally, with Big Threes emerging in other countries, like Japan and Germany.</p><p><blockquote>到1929年股市崩盘时，只剩下大约40家汽车制造商，这个数字最终缩小到美国顶级公司被称为“三巨头”。全球也发生了类似的洗牌，日本和德国等其他国家也出现了三巨头。</blockquote></p><p> One major difference between then and now, said Brett Smith, director of technology research at the Center for Automotive Research, or CAR, is that 100 years ago, “everybody was starting from scratch—no one had an advantage,” while today, traditional auto makers already know how to build cars and create huge assembly lines.、</p><p><blockquote>汽车研究中心(CAR)技术研究主任布雷特·史密斯(Brett Smith)表示，当时和现在的一个主要区别是，100年前，“每个人都是从零开始——没有人有优势”，而今天，传统汽车制造商已经知道如何制造汽车并创建庞大的装配线。</blockquote></p><p>   ‘Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.’”    — Brett Smith, director, technology research, Center for Automotive Research   </p><p><blockquote>“未来5年，其中一些公司将出现显着增长。但也会有一些不成长、不奋斗的。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统汽车公司现在也开始涉足这一领域，竞争更加激烈。”——汽车研究中心技术研究主任布雷特·史密斯</blockquote></p><p> The question for investors then is which companies will become the big 3 of EVs?</p><p><blockquote>投资者面临的问题是哪些公司将成为电动汽车三巨头？</blockquote></p><p> The company with the biggest advantage in electric vehicles today is Tesla Inc.&nbsp;which has finally proved to the world that EVs are the future. As rival startups and legacy automakers seek to emulate its success, investors must ponder which EV companies will succeed and which will disappear.</p><p><blockquote>如今在电动汽车领域拥有最大优势的公司是特斯拉公司，该公司最终向世界证明了电动汽车是未来。随着竞争对手初创公司和传统汽车制造商寻求效仿其成功，投资者必须思考哪些电动汽车公司会成功，哪些会消失。</blockquote></p><p> Globally, there are hundreds of startups working on some aspect of electric vehicles, from creating the car, to charging station infrastructure, improving the manufacturing process, developing new battery technologies and working on fuel cells. CB Insights of New York said it is tracking more than 700 startups around the world that are active in the space.</p><p><blockquote>在全球范围内，有数百家初创公司致力于电动汽车的某些方面，从制造汽车到充电站基础设施、改进制造工艺、开发新的电池技术和研究燃料电池。纽约CB Insights表示，它正在跟踪全球700多家活跃在该领域的初创公司。</blockquote></p><p> “There seems to be a new one every day,” said Smith of CAR.</p><p><blockquote>“似乎每天都有新的，”汽车公司的史密斯说。</blockquote></p><p> Since February, the shares of many better known startups have lost much of their value because of serious issues, including regulatory inquiries or investigations, class action lawsuits, management tumult and abrupt executive departures. Piling onto these woes — which mainly stem from overpromising and under-delivering — is a semiconductor shortage hampering efforts to get first products out the door.</p><p><blockquote>自2月份以来，由于监管询问或调查、集体诉讼、管理层动荡和高管突然离职等严重问题，许多知名初创公司的股票已经损失了大部分价值。这些困境主要源于过度承诺和交付不足，半导体短缺阻碍了首批产品上市的努力。</blockquote></p><p> Several publicly traded EV makers are still technically startup companies, with no revenue or much operational history. But because of the SPAC boom, and the de-SPAC process, they are now publicly traded companies, leaving investors making bets like venture capitalists on the next Tesla.</p><p><blockquote>几家上市电动汽车制造商在技术上仍然是初创公司，没有收入或太多运营历史。但由于SPAC的繁荣和去SPAC的过程，它们现在是上市公司，让投资者像风险投资家一样押注下一个特斯拉。</blockquote></p><p> “What they are doing is very hard,” said Smith. “Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.”</p><p><blockquote>“他们正在做的事情非常困难，”史密斯说。“未来5年，其中一些公司将会有一些显着的增长。但也会有一些公司没有增长并陷入困境。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统车企现在也开始涉足，竞争更加激烈。”</blockquote></p><p> As a result of some of those issues, no revenue is expected for the rest of the year at Nikola Corp.,Lordstown Motors Corp.&nbsp;and Fisker Inc., &nbsp;with all three companies predicting their first vehicles sometime in 2022, if their current forecasts can be believed.</p><p><blockquote>由于其中一些问题，尼古拉公司（Nikola Corp.）、洛兹敦汽车公司（Lordstown Motors Corp.）和菲斯克公司（Fisker Inc.）预计今年剩余时间不会有收入，这三家公司都预测将在2022年某个时候推出第一辆汽车，如果他们目前的预测是可信的。</blockquote></p><p></p><p> “I&nbsp;know&nbsp;it&nbsp;sounds&nbsp;like&nbsp;a&nbsp;broken&nbsp;record and it’s boring, but I think in this case, the broken record is quite good to keep on saying that we are on time on the Ocean program and we are on budget,” Fisker co-founder, Chairman and Chief Executive Henrik Fisker told analysts in the company’s earnings call last month.</p><p><blockquote>菲斯克联合创始人表示：“我知道这听起来像是一个被打破的记录，而且很无聊，但我认为在这种情况下，继续说我们按时完成海洋计划并且我们在预算范围内，打破的记录是非常好的。”董事长兼首席执行官亨里克·菲斯克(Henrik Fisker)上个月在公司财报看涨期权上对分析师表示。</blockquote></p><p> Fisker said the company will start production on Nov. 17, 2022, which actually looks good compared with other startups. Morgan Stanley analyst Adam Jonas said in a note that he believes&nbsp;Fisker “may be one of the only EV startups to actually launch on time and ramp efficaciously in late 2022.”</p><p><blockquote>菲斯克表示，该公司将于2022年11月17日开始生产，与其他初创公司相比，这实际上看起来不错。摩根士丹利分析师Adam Jonas在一份报告中表示，他相信Fisker“可能是唯一一家真正按时推出并在2022年底有效扩张的电动汽车初创公司之一。”</blockquote></p><p> These companies, plus Faraday Future Electric Inc.,Canoo Inc.,Lucid Group&nbsp;and the soon to go public Rivian, are among the top funded EV makers in the U.S. But while many have received billions from investors through private funding rounds or SPAC deals&nbsp;–&nbsp;electric truck-maker Rivian has raised $10.5 billion — some are now encountering credibility problems.</p><p><blockquote>这些公司，加上Faraday Future Electric Inc.、Canoo Inc.、Lucid Group和即将上市的Rivian，是美国资金最多的电动汽车制造商之一。但是，尽管许多公司通过私募融资或SPAC交易从投资者那里获得了数十亿美元——电动卡车制造商Rivian已经筹集了105亿美元——但一些公司现在却遇到了信誉问题。</blockquote></p><p> For example, Lordstown — an electric truck-maker which took over a former GM factory in an area of Ohio referred to as Voltage Valley — disclosed in July that its merger deal was being investigated by the Securities and Exchange Commission and the Justice Department, for a variety of matters, including information provided to investors about its pre-orders. Lordstown added a “going concern” warning to regulatory filings and clarified that the orders it had were not binding.</p><p><blockquote>例如，电动卡车制造商洛兹敦(Lordstown)接管了俄亥俄州电压谷(Voltage Valley)地区的一家前通用汽车工厂，该公司于7月披露，其合并交易正在接受美国证券交易委员会(Securities and Exchange Commission)和司法部(Justice Department)的调查。各种事项，包括向投资者提供有关其预购的信息。洛兹敦在监管文件中添加了“持续经营”警告，并澄清其订单不具有约束力。</blockquote></p><p> “To do what Tesla did, build a car company from the ground up and all the way through to distribution, that took a phenomenal amount of money,” Smith said. Tesla is now almost 18 years old. After raising $226 million in its 2010 IPO, it has gone back to the capital markets frequently, raising more than $20 billion through secondary stock sales and debt offerings.</p><p><blockquote>Smith说：“要像特斯拉那样，从头开始建立一家汽车公司，一直到分销，这需要大量资金。”特斯拉现在快18岁了。在2010年IPO筹集2.26亿美元后，该公司频繁重返资本市场，通过二级股票销售和债务发行筹集了超过200亿美元。</blockquote></p><p> Workhorse Group Inc.,which makes electric “last mile” delivery vans and utility vehicles, also was reported to be the target of an SEC investigation, and Trevor Milton, the founder of Nikola Corp.&nbsp;has been charged with securities fraud in federal court in the Southern District of New York, allegedly for overinflating the developments at the electric truck maker. Milton has stated that he is innocent.</p><p><blockquote>据报道，生产电动“最后一英里”送货车和多功能车的Workhorse Group Inc.也是SEC调查的目标，Nikola Corp.创始人特雷弗·米尔顿(Trevor Milton)在联邦法院被指控犯有证券欺诈罪。纽约南区，涉嫌夸大这家电动卡车制造商的发展。弥尔顿已经声明他是无辜的。</blockquote></p><p> Since EV makers need the same hefty capital investment as other auto makers, investors might be more inclined to favor the established companies making a foray into electrification. Nearly every major auto maker around the globe has some sort of effort today to develop electric vehicles, but in the U.S., Ford Motor appears to be the furthest along, with plans to offer dozens of electrified vehicles, including a truck, sometime in 2022.</p><p><blockquote>由于电动汽车制造商需要与其他汽车制造商一样的巨额资本投资，投资者可能更倾向于支持进军电气化领域的老牌公司。如今，全球几乎所有主要汽车制造商都在努力开发电动汽车，但在美国，福特汽车似乎走得最远，计划在2022年的某个时候提供数十款电动汽车，包括一辆卡车。</blockquote></p><p> If investors are looking to bet on one of Tesla’s upcoming rivals, the best course may be to pick one of the companies that is actually close to launching a car, like Fisker or Lucid, and then diversify bets on some traditional auto makers. Another option is to look for suppliers, instead of the much more capital-intensive car makers.</p><p><blockquote>如果投资者希望押注特斯拉即将推出的竞争对手之一，最好的办法可能是选择一家实际上即将推出汽车的公司，例如菲斯克或Lucid，然后分散对一些传统汽车制造商的押注。另一种选择是寻找供应商，而不是资本密集型得多的汽车制造商。</blockquote></p><p> Assad Hussain, mobility analyst at PitchBook, which tracks all aspects of the public and private equity markets, said professional investors are looking beyond the companies making cars to those that are supplying the automakers.</p><p><blockquote>跟踪公共和私募股权市场各个方面的PitchBook移动分析师阿萨德·侯赛因(Assad Hussain)表示，专业投资者的目光不仅仅是制造汽车的公司，而是那些为汽车制造商供货的公司。</blockquote></p><p> “A lot of the smart VC money is going into the picks and shovels, not necessarily trying to trying to find the next Tesla,” Hussain said, making an analogy with the pioneers who got rich during the California gold rush of 1849 by providing the supplies, instead of joining the hordes panning for gold in the Sierra foothills.</p><p><blockquote>侯赛因说：“很多聪明的风险投资资金都投入了镐和铲子，而不一定是试图寻找下一个特斯拉。”他将1849年加州淘金热期间通过提供物资而致富的拓荒者进行了类比，而不是加入在塞拉山麓淘金的部落。</blockquote></p><p> One example is a company called Redwood Materials, which is working on recycling lithium ion batteries in both devices and EVs. Redwood was co-founded by JB Straubel, a Tesla co-founder and its CTO for 15 years. Redwood recently raised $700 million from a group of investors, including T. Rowe Price, Amazon.com Inc.&nbsp;and others.</p><p><blockquote>一个例子是一家名为Redwood Materials的公司，该公司正在致力于回收设备和电动汽车中的锂离子电池。Redwood由特斯拉联合创始人兼首席技术官JB Straubel共同创立，任职15年。Redwood最近从T.Rowe Price、亚马逊等投资者那里筹集了7亿美元。</blockquote></p><p> Recurrent, based in Seattle, was founded just last year and is offering third-party reports on used EV batteries, to help car buyers determine the life of the vehicle. It raised $3.5 million in seed funding&nbsp;late last year.</p><p><blockquote>总部位于西雅图的Recurrent去年刚刚成立，提供有关二手电动汽车电池的第三方报告，以帮助购车者确定车辆的使用寿命。去年年底，它筹集了350万美元的种子资金。</blockquote></p><p> “Maybe the smart thing to do is not look for the next Tesla, but to go out and find an enabling technology,” said Hussain.</p><p><blockquote>侯赛因说：“也许明智的做法不是寻找下一个特斯拉，而是走出去寻找一种使能技术。”</blockquote></p><p> The past century shows that periods of innovation in automobiles eventually settled into a triumvirate of dominant companies.</p><p><blockquote>过去的一个世纪表明，汽车创新时期最终形成了主导公司的三巨头。</blockquote></p><p> Whether that will happen again is anyone’s guess, but the strategies here should help find the safer bets, such as the companies the farthest along, the established auto makers, or look to the most interesting suppliers of this hot arena.</p><p><blockquote>这种情况是否会再次发生是任何人的猜测，但这里的策略应该有助于找到更安全的赌注，例如走得最远的公司、老牌汽车制造商，或者寻找这个热门领域最有趣的供应商。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nIf there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?<blockquote>如果电动汽车制造商有“三巨头”，谁会加入特斯拉？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-20 07:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous names </p><p><blockquote>年轻电动汽车公司的延迟表明，大型汽车制造商最有能力在未来挑战特斯拉，但聪明的资金正在追逐不那么迷人的公司</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4fe95f357a1ce8ef9aeefc9e1e62d0\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MarketWatch photo illustration/Tesla, iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch照片插图/特斯拉，iStockphoto</span></p></blockquote></p><p> When Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.</p><p><blockquote>当亨利·福特将他的底特律汽车公司重组为美国汽车制造业的巨头时，数百家其他年轻的汽车制造商也在起步。</blockquote></p><p> One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in 1922, the company ended up in receivership in 1924. Like hundreds of other early car companies, none of those six Indianapolis players survived.</p><p><blockquote>其中之一，国家机动车辆汽车制造公司，成立于印第安纳波利斯，1906年拥有六家汽车制造商。国家汽车公司甚至参加了1912年印地500大赛并赢得了冠军。销售蓬勃发展，产量扩大，但在1922年与联合汽车工业公司合并后，该公司最终于1924年进入破产管理程序。与数百家其他早期汽车公司一样，印第安纳波利斯的六家公司无一幸存。</blockquote></p><p> Investors eyeing the electric vehicle space today may have a sense of déjà vu. The huge number of companies, large and small, currently working on electric vehicles or their components is reminiscent of the turn of the 20th century, when companies like National and others experimented with body forms and engine types, from steam-powered to internal combustion to early versions of electric vehicles.</p><p><blockquote>如今关注电动汽车领域的投资者可能会有一种似曾相识的感觉。目前大量大大小小的公司都在研究电动汽车或其零部件，这让人想起20世纪之交，当时National等公司尝试了车身形式和发动机类型，从蒸汽动力到内燃机再到电动汽车的早期版本。</blockquote></p><p> By the 1929 stock market crash, there were only about 40 auto makers left, and that number eventually shrunk to where the top companies in the U.S. are referred to as the “Big Three.” Similar shakeouts occurred globally, with Big Threes emerging in other countries, like Japan and Germany.</p><p><blockquote>到1929年股市崩盘时，只剩下大约40家汽车制造商，这个数字最终缩小到美国顶级公司被称为“三巨头”。全球也发生了类似的洗牌，日本和德国等其他国家也出现了三巨头。</blockquote></p><p> One major difference between then and now, said Brett Smith, director of technology research at the Center for Automotive Research, or CAR, is that 100 years ago, “everybody was starting from scratch—no one had an advantage,” while today, traditional auto makers already know how to build cars and create huge assembly lines.、</p><p><blockquote>汽车研究中心(CAR)技术研究主任布雷特·史密斯(Brett Smith)表示，当时和现在的一个主要区别是，100年前，“每个人都是从零开始——没有人有优势”，而今天，传统汽车制造商已经知道如何制造汽车并创建庞大的装配线。</blockquote></p><p>   ‘Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.’”    — Brett Smith, director, technology research, Center for Automotive Research   </p><p><blockquote>“未来5年，其中一些公司将出现显着增长。但也会有一些不成长、不奋斗的。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统汽车公司现在也开始涉足这一领域，竞争更加激烈。”——汽车研究中心技术研究主任布雷特·史密斯</blockquote></p><p> The question for investors then is which companies will become the big 3 of EVs?</p><p><blockquote>投资者面临的问题是哪些公司将成为电动汽车三巨头？</blockquote></p><p> The company with the biggest advantage in electric vehicles today is Tesla Inc.&nbsp;which has finally proved to the world that EVs are the future. As rival startups and legacy automakers seek to emulate its success, investors must ponder which EV companies will succeed and which will disappear.</p><p><blockquote>如今在电动汽车领域拥有最大优势的公司是特斯拉公司，该公司最终向世界证明了电动汽车是未来。随着竞争对手初创公司和传统汽车制造商寻求效仿其成功，投资者必须思考哪些电动汽车公司会成功，哪些会消失。</blockquote></p><p> Globally, there are hundreds of startups working on some aspect of electric vehicles, from creating the car, to charging station infrastructure, improving the manufacturing process, developing new battery technologies and working on fuel cells. CB Insights of New York said it is tracking more than 700 startups around the world that are active in the space.</p><p><blockquote>在全球范围内，有数百家初创公司致力于电动汽车的某些方面，从制造汽车到充电站基础设施、改进制造工艺、开发新的电池技术和研究燃料电池。纽约CB Insights表示，它正在跟踪全球700多家活跃在该领域的初创公司。</blockquote></p><p> “There seems to be a new one every day,” said Smith of CAR.</p><p><blockquote>“似乎每天都有新的，”汽车公司的史密斯说。</blockquote></p><p> Since February, the shares of many better known startups have lost much of their value because of serious issues, including regulatory inquiries or investigations, class action lawsuits, management tumult and abrupt executive departures. Piling onto these woes — which mainly stem from overpromising and under-delivering — is a semiconductor shortage hampering efforts to get first products out the door.</p><p><blockquote>自2月份以来，由于监管询问或调查、集体诉讼、管理层动荡和高管突然离职等严重问题，许多知名初创公司的股票已经损失了大部分价值。这些困境主要源于过度承诺和交付不足，半导体短缺阻碍了首批产品上市的努力。</blockquote></p><p> Several publicly traded EV makers are still technically startup companies, with no revenue or much operational history. But because of the SPAC boom, and the de-SPAC process, they are now publicly traded companies, leaving investors making bets like venture capitalists on the next Tesla.</p><p><blockquote>几家上市电动汽车制造商在技术上仍然是初创公司，没有收入或太多运营历史。但由于SPAC的繁荣和去SPAC的过程，它们现在是上市公司，让投资者像风险投资家一样押注下一个特斯拉。</blockquote></p><p> “What they are doing is very hard,” said Smith. “Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.”</p><p><blockquote>“他们正在做的事情非常困难，”史密斯说。“未来5年，其中一些公司将会有一些显着的增长。但也会有一些公司没有增长并陷入困境。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统车企现在也开始涉足，竞争更加激烈。”</blockquote></p><p> As a result of some of those issues, no revenue is expected for the rest of the year at Nikola Corp.,Lordstown Motors Corp.&nbsp;and Fisker Inc., &nbsp;with all three companies predicting their first vehicles sometime in 2022, if their current forecasts can be believed.</p><p><blockquote>由于其中一些问题，尼古拉公司（Nikola Corp.）、洛兹敦汽车公司（Lordstown Motors Corp.）和菲斯克公司（Fisker Inc.）预计今年剩余时间不会有收入，这三家公司都预测将在2022年某个时候推出第一辆汽车，如果他们目前的预测是可信的。</blockquote></p><p></p><p> “I&nbsp;know&nbsp;it&nbsp;sounds&nbsp;like&nbsp;a&nbsp;broken&nbsp;record and it’s boring, but I think in this case, the broken record is quite good to keep on saying that we are on time on the Ocean program and we are on budget,” Fisker co-founder, Chairman and Chief Executive Henrik Fisker told analysts in the company’s earnings call last month.</p><p><blockquote>菲斯克联合创始人表示：“我知道这听起来像是一个被打破的记录，而且很无聊，但我认为在这种情况下，继续说我们按时完成海洋计划并且我们在预算范围内，打破的记录是非常好的。”董事长兼首席执行官亨里克·菲斯克(Henrik Fisker)上个月在公司财报看涨期权上对分析师表示。</blockquote></p><p> Fisker said the company will start production on Nov. 17, 2022, which actually looks good compared with other startups. Morgan Stanley analyst Adam Jonas said in a note that he believes&nbsp;Fisker “may be one of the only EV startups to actually launch on time and ramp efficaciously in late 2022.”</p><p><blockquote>菲斯克表示，该公司将于2022年11月17日开始生产，与其他初创公司相比，这实际上看起来不错。摩根士丹利分析师Adam Jonas在一份报告中表示，他相信Fisker“可能是唯一一家真正按时推出并在2022年底有效扩张的电动汽车初创公司之一。”</blockquote></p><p> These companies, plus Faraday Future Electric Inc.,Canoo Inc.,Lucid Group&nbsp;and the soon to go public Rivian, are among the top funded EV makers in the U.S. But while many have received billions from investors through private funding rounds or SPAC deals&nbsp;–&nbsp;electric truck-maker Rivian has raised $10.5 billion — some are now encountering credibility problems.</p><p><blockquote>这些公司，加上Faraday Future Electric Inc.、Canoo Inc.、Lucid Group和即将上市的Rivian，是美国资金最多的电动汽车制造商之一。但是，尽管许多公司通过私募融资或SPAC交易从投资者那里获得了数十亿美元——电动卡车制造商Rivian已经筹集了105亿美元——但一些公司现在却遇到了信誉问题。</blockquote></p><p> For example, Lordstown — an electric truck-maker which took over a former GM factory in an area of Ohio referred to as Voltage Valley — disclosed in July that its merger deal was being investigated by the Securities and Exchange Commission and the Justice Department, for a variety of matters, including information provided to investors about its pre-orders. Lordstown added a “going concern” warning to regulatory filings and clarified that the orders it had were not binding.</p><p><blockquote>例如，电动卡车制造商洛兹敦(Lordstown)接管了俄亥俄州电压谷(Voltage Valley)地区的一家前通用汽车工厂，该公司于7月披露，其合并交易正在接受美国证券交易委员会(Securities and Exchange Commission)和司法部(Justice Department)的调查。各种事项，包括向投资者提供有关其预购的信息。洛兹敦在监管文件中添加了“持续经营”警告，并澄清其订单不具有约束力。</blockquote></p><p> “To do what Tesla did, build a car company from the ground up and all the way through to distribution, that took a phenomenal amount of money,” Smith said. Tesla is now almost 18 years old. After raising $226 million in its 2010 IPO, it has gone back to the capital markets frequently, raising more than $20 billion through secondary stock sales and debt offerings.</p><p><blockquote>Smith说：“要像特斯拉那样，从头开始建立一家汽车公司，一直到分销，这需要大量资金。”特斯拉现在快18岁了。在2010年IPO筹集2.26亿美元后，该公司频繁重返资本市场，通过二级股票销售和债务发行筹集了超过200亿美元。</blockquote></p><p> Workhorse Group Inc.,which makes electric “last mile” delivery vans and utility vehicles, also was reported to be the target of an SEC investigation, and Trevor Milton, the founder of Nikola Corp.&nbsp;has been charged with securities fraud in federal court in the Southern District of New York, allegedly for overinflating the developments at the electric truck maker. Milton has stated that he is innocent.</p><p><blockquote>据报道，生产电动“最后一英里”送货车和多功能车的Workhorse Group Inc.也是SEC调查的目标，Nikola Corp.创始人特雷弗·米尔顿(Trevor Milton)在联邦法院被指控犯有证券欺诈罪。纽约南区，涉嫌夸大这家电动卡车制造商的发展。弥尔顿已经声明他是无辜的。</blockquote></p><p> Since EV makers need the same hefty capital investment as other auto makers, investors might be more inclined to favor the established companies making a foray into electrification. Nearly every major auto maker around the globe has some sort of effort today to develop electric vehicles, but in the U.S., Ford Motor appears to be the furthest along, with plans to offer dozens of electrified vehicles, including a truck, sometime in 2022.</p><p><blockquote>由于电动汽车制造商需要与其他汽车制造商一样的巨额资本投资，投资者可能更倾向于支持进军电气化领域的老牌公司。如今，全球几乎所有主要汽车制造商都在努力开发电动汽车，但在美国，福特汽车似乎走得最远，计划在2022年的某个时候提供数十款电动汽车，包括一辆卡车。</blockquote></p><p> If investors are looking to bet on one of Tesla’s upcoming rivals, the best course may be to pick one of the companies that is actually close to launching a car, like Fisker or Lucid, and then diversify bets on some traditional auto makers. Another option is to look for suppliers, instead of the much more capital-intensive car makers.</p><p><blockquote>如果投资者希望押注特斯拉即将推出的竞争对手之一，最好的办法可能是选择一家实际上即将推出汽车的公司，例如菲斯克或Lucid，然后分散对一些传统汽车制造商的押注。另一种选择是寻找供应商，而不是资本密集型得多的汽车制造商。</blockquote></p><p> Assad Hussain, mobility analyst at PitchBook, which tracks all aspects of the public and private equity markets, said professional investors are looking beyond the companies making cars to those that are supplying the automakers.</p><p><blockquote>跟踪公共和私募股权市场各个方面的PitchBook移动分析师阿萨德·侯赛因(Assad Hussain)表示，专业投资者的目光不仅仅是制造汽车的公司，而是那些为汽车制造商供货的公司。</blockquote></p><p> “A lot of the smart VC money is going into the picks and shovels, not necessarily trying to trying to find the next Tesla,” Hussain said, making an analogy with the pioneers who got rich during the California gold rush of 1849 by providing the supplies, instead of joining the hordes panning for gold in the Sierra foothills.</p><p><blockquote>侯赛因说：“很多聪明的风险投资资金都投入了镐和铲子，而不一定是试图寻找下一个特斯拉。”他将1849年加州淘金热期间通过提供物资而致富的拓荒者进行了类比，而不是加入在塞拉山麓淘金的部落。</blockquote></p><p> One example is a company called Redwood Materials, which is working on recycling lithium ion batteries in both devices and EVs. Redwood was co-founded by JB Straubel, a Tesla co-founder and its CTO for 15 years. Redwood recently raised $700 million from a group of investors, including T. Rowe Price, Amazon.com Inc.&nbsp;and others.</p><p><blockquote>一个例子是一家名为Redwood Materials的公司，该公司正在致力于回收设备和电动汽车中的锂离子电池。Redwood由特斯拉联合创始人兼首席技术官JB Straubel共同创立，任职15年。Redwood最近从T.Rowe Price、亚马逊等投资者那里筹集了7亿美元。</blockquote></p><p> Recurrent, based in Seattle, was founded just last year and is offering third-party reports on used EV batteries, to help car buyers determine the life of the vehicle. It raised $3.5 million in seed funding&nbsp;late last year.</p><p><blockquote>总部位于西雅图的Recurrent去年刚刚成立，提供有关二手电动汽车电池的第三方报告，以帮助购车者确定车辆的使用寿命。去年年底，它筹集了350万美元的种子资金。</blockquote></p><p> “Maybe the smart thing to do is not look for the next Tesla, but to go out and find an enabling technology,” said Hussain.</p><p><blockquote>侯赛因说：“也许明智的做法不是寻找下一个特斯拉，而是走出去寻找一种使能技术。”</blockquote></p><p> The past century shows that periods of innovation in automobiles eventually settled into a triumvirate of dominant companies.</p><p><blockquote>过去的一个世纪表明，汽车创新时期最终形成了主导公司的三巨头。</blockquote></p><p> Whether that will happen again is anyone’s guess, but the strategies here should help find the safer bets, such as the companies the farthest along, the established auto makers, or look to the most interesting suppliers of this hot arena.</p><p><blockquote>这种情况是否会再次发生是任何人的猜测，但这里的策略应该有助于找到更安全的赌注，例如走得最远的公司、老牌汽车制造商，或者寻找这个热门领域最有趣的供应商。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/if-there-were-a-big-three-of-electric-vehicle-makers-who-would-join-tesla-11631902468?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":{"AMZN":"亚马逊","WKHS":"Workhorse Group, Inc.","FSR":"菲斯克","TSLA":"特斯拉","LI":"理想汽车","LCID":"Lucid Group Inc","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://www.marketwatch.com/story/if-there-were-a-big-three-of-electric-vehicle-makers-who-would-join-tesla-11631902468?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165266849","content_text":"Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous names \nMarketWatch photo illustration/Tesla, iStockphoto\n\n\nWhen Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.\nOne of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in 1922, the company ended up in receivership in 1924. Like hundreds of other early car companies, none of those six Indianapolis players survived.\nInvestors eyeing the electric vehicle space today may have a sense of déjà vu. The huge number of companies, large and small, currently working on electric vehicles or their components is reminiscent of the turn of the 20th century, when companies like National and others experimented with body forms and engine types, from steam-powered to internal combustion to early versions of electric vehicles.\nBy the 1929 stock market crash, there were only about 40 auto makers left, and that number eventually shrunk to where the top companies in the U.S. are referred to as the “Big Three.” Similar shakeouts occurred globally, with Big Threes emerging in other countries, like Japan and Germany.\nOne major difference between then and now, said Brett Smith, director of technology research at the Center for Automotive Research, or CAR, is that 100 years ago, “everybody was starting from scratch—no one had an advantage,” while today, traditional auto makers already know how to build cars and create huge assembly lines.、\n\n\n ‘Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.’”\n\n\n — Brett Smith, director, technology research, Center for Automotive Research \n\n\nThe question for investors then is which companies will become the big 3 of EVs?\nThe company with the biggest advantage in electric vehicles today is Tesla Inc. which has finally proved to the world that EVs are the future. As rival startups and legacy automakers seek to emulate its success, investors must ponder which EV companies will succeed and which will disappear.\n\nGlobally, there are hundreds of startups working on some aspect of electric vehicles, from creating the car, to charging station infrastructure, improving the manufacturing process, developing new battery technologies and working on fuel cells. CB Insights of New York said it is tracking more than 700 startups around the world that are active in the space.\n“There seems to be a new one every day,” said Smith of CAR.\nSince February, the shares of many better known startups have lost much of their value because of serious issues, including regulatory inquiries or investigations, class action lawsuits, management tumult and abrupt executive departures. Piling onto these woes — which mainly stem from overpromising and under-delivering — is a semiconductor shortage hampering efforts to get first products out the door.\nSeveral publicly traded EV makers are still technically startup companies, with no revenue or much operational history. But because of the SPAC boom, and the de-SPAC process, they are now publicly traded companies, leaving investors making bets like venture capitalists on the next Tesla.\n\n\n\n“What they are doing is very hard,” said Smith. “Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.”\nAs a result of some of those issues, no revenue is expected for the rest of the year at Nikola Corp.,Lordstown Motors Corp. and Fisker Inc.,  with all three companies predicting their first vehicles sometime in 2022, if their current forecasts can be believed.\n\n“I know it sounds like a broken record and it’s boring, but I think in this case, the broken record is quite good to keep on saying that we are on time on the Ocean program and we are on budget,” Fisker co-founder, Chairman and Chief Executive Henrik Fisker told analysts in the company’s earnings call last month.\nFisker said the company will start production on Nov. 17, 2022, which actually looks good compared with other startups. Morgan Stanley analyst Adam Jonas said in a note that he believes Fisker “may be one of the only EV startups to actually launch on time and ramp efficaciously in late 2022.”\n\nThese companies, plus Faraday Future Electric Inc.,Canoo Inc.,Lucid Group and the soon to go public Rivian, are among the top funded EV makers in the U.S. But while many have received billions from investors through private funding rounds or SPAC deals – electric truck-maker Rivian has raised $10.5 billion — some are now encountering credibility problems.\n\nFor example, Lordstown — an electric truck-maker which took over a former GM factory in an area of Ohio referred to as Voltage Valley — disclosed in July that its merger deal was being investigated by the Securities and Exchange Commission and the Justice Department, for a variety of matters, including information provided to investors about its pre-orders. Lordstown added a “going concern” warning to regulatory filings and clarified that the orders it had were not binding.\n\n“To do what Tesla did, build a car company from the ground up and all the way through to distribution, that took a phenomenal amount of money,” Smith said. Tesla is now almost 18 years old. After raising $226 million in its 2010 IPO, it has gone back to the capital markets frequently, raising more than $20 billion through secondary stock sales and debt offerings.\nWorkhorse Group Inc.,which makes electric “last mile” delivery vans and utility vehicles, also was reported to be the target of an SEC investigation, and Trevor Milton, the founder of Nikola Corp. has been charged with securities fraud in federal court in the Southern District of New York, allegedly for overinflating the developments at the electric truck maker. Milton has stated that he is innocent.\n\nSince EV makers need the same hefty capital investment as other auto makers, investors might be more inclined to favor the established companies making a foray into electrification. Nearly every major auto maker around the globe has some sort of effort today to develop electric vehicles, but in the U.S., Ford Motor appears to be the furthest along, with plans to offer dozens of electrified vehicles, including a truck, sometime in 2022.\n\nIf investors are looking to bet on one of Tesla’s upcoming rivals, the best course may be to pick one of the companies that is actually close to launching a car, like Fisker or Lucid, and then diversify bets on some traditional auto makers. Another option is to look for suppliers, instead of the much more capital-intensive car makers.\nAssad Hussain, mobility analyst at PitchBook, which tracks all aspects of the public and private equity markets, said professional investors are looking beyond the companies making cars to those that are supplying the automakers.\n“A lot of the smart VC money is going into the picks and shovels, not necessarily trying to trying to find the next Tesla,” Hussain said, making an analogy with the pioneers who got rich during the California gold rush of 1849 by providing the supplies, instead of joining the hordes panning for gold in the Sierra foothills.\nOne example is a company called Redwood Materials, which is working on recycling lithium ion batteries in both devices and EVs. Redwood was co-founded by JB Straubel, a Tesla co-founder and its CTO for 15 years. Redwood recently raised $700 million from a group of investors, including T. Rowe Price, Amazon.com Inc. and others.\n\nRecurrent, based in Seattle, was founded just last year and is offering third-party reports on used EV batteries, to help car buyers determine the life of the vehicle. It raised $3.5 million in seed funding late last year.\n\n“Maybe the smart thing to do is not look for the next Tesla, but to go out and find an enabling technology,” said Hussain.\nThe past century shows that periods of innovation in automobiles eventually settled into a triumvirate of dominant companies.\nWhether that will happen again is anyone’s guess, but the strategies here should help find the safer bets, such as the companies the farthest along, the established auto makers, or look to the most interesting suppliers of this hot arena.","news_type":1,"symbols_score_info":{"LI":0.9,"GOEV":0.9,"AMZN":0.9,"FSR":0.9,"RIDE":0.9,"XPEV":0.9,"NIO":0.9,"NKLA":0.9,"LCID":0.9,"TSLA":0.9,"WKHS":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899774038,"gmtCreate":1628218030524,"gmtModify":1631885577709,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S20.SI\">$STRAITS TRADING CO. LTD(S20.SI)$</a>Target priceis $3.9. This is per DBS analyst report published onMarch 2021. Go go go!","listText":"<a href=\"https://laohu8.com/S/S20.SI\">$STRAITS TRADING CO. LTD(S20.SI)$</a>Target priceis $3.9. This is per DBS analyst report published onMarch 2021. Go go go!","text":"$STRAITS TRADING CO. LTD(S20.SI)$Target priceis $3.9. This is per DBS analyst report published onMarch 2021. Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899774038","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809444946,"gmtCreate":1627390307285,"gmtModify":1631884903893,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"冲啊//<a href=\"https://laohu8.com/U/3561854396999808\">@股票小霸王888</a>:<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a>Hope some managed to catch the chiong up of MT just now you 860!! Huat ah!","listText":"冲啊//<a href=\"https://laohu8.com/U/3561854396999808\">@股票小霸王888</a>:<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a>Hope some managed to catch the chiong up of MT just now you 860!! Huat ah!","text":"冲啊//@股票小霸王888:$MEDTECS INTERNATIONAL CORP LTD(546.SI)$Hope some managed to catch the chiong up of MT just now you 860!! Huat ah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809444946","repostId":"178082253","repostType":1,"repost":{"id":178082253,"gmtCreate":1626772303772,"gmtModify":1631884903957,"author":{"id":"3561854396999808","authorId":"3561854396999808","name":"股票小霸王888","avatar":"https://static.tigerbbs.com/52b61319c48765ff36de67cc508c5941","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561854396999808","idStr":"3561854396999808"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a><a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a><a href=\"https://laohu8.com/S/AP4.SI\">$RIVERSTONE HOLDINGS LIMITED(AP4.SI)$</a>Continual medical play when market reopen on 21 Jul 21..... 21-7-21 Huat!!!!","listText":"<a href=\"https://laohu8.com/S/546.SI\">$MEDTECS INTERNATIONAL CORP LTD(546.SI)$</a><a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a><a href=\"https://laohu8.com/S/AP4.SI\">$RIVERSTONE HOLDINGS LIMITED(AP4.SI)$</a>Continual medical play when market reopen on 21 Jul 21..... 21-7-21 Huat!!!!","text":"$MEDTECS INTERNATIONAL CORP LTD(546.SI)$$TOP GLOVE CORPORATION BHD(BVA.SI)$$RIVERSTONE HOLDINGS LIMITED(AP4.SI)$Continual medical play when market reopen on 21 Jul 21..... 21-7-21 Huat!!!!","images":[{"img":"https://static.tigerbbs.com/1c96f373371eebb0154811132ba102d2","width":"1080","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178082253","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172354411,"gmtCreate":1626939857233,"gmtModify":1631885577724,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Strong","listText":"Strong","text":"Strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172354411","repostId":"148628773","repostType":1,"repost":{"id":148628773,"gmtCreate":1625972849792,"gmtModify":1625972849792,"author":{"id":"3561854396999808","authorId":"3561854396999808","name":"股票小霸王888","avatar":"https://static.tigerbbs.com/52b61319c48765ff36de67cc508c5941","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561854396999808","idStr":"3561854396999808"},"themes":[],"htmlText":"Game for week of 12 Jul21:<a href=\"https://laohu8.com/S/541.SI\">$ABUNDANCE INTERNATIONAL LTD(541.SI)$</a><a href=\"https://laohu8.com/S/AUE.SI\">$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$</a>Standby your bullets. These 2 stirring within 2 months🔝🔝🔝🔝🔝🔝🔝🔝","listText":"Game for week of 12 Jul21:<a href=\"https://laohu8.com/S/541.SI\">$ABUNDANCE INTERNATIONAL LTD(541.SI)$</a><a href=\"https://laohu8.com/S/AUE.SI\">$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$</a>Standby your bullets. These 2 stirring within 2 months🔝🔝🔝🔝🔝🔝🔝🔝","text":"Game for week of 12 Jul21:$ABUNDANCE INTERNATIONAL LTD(541.SI)$$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$Standby your bullets. These 2 stirring within 2 months🔝🔝🔝🔝🔝🔝🔝🔝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148628773","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176009804,"gmtCreate":1626842030708,"gmtModify":1631885577756,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV.&nbsp;Poor poor article again.","listText":"Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV.&nbsp;Poor poor article again.","text":"Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV. Poor poor article again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176009804","repostId":"1128230365","repostType":4,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152024005,"gmtCreate":1625243571507,"gmtModify":1631885577751,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"The catalyst seems to be FSD. Hopefully soon.","listText":"The catalyst seems to be FSD. Hopefully soon.","text":"The catalyst seems to be FSD. Hopefully soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152024005","repostId":"1150773953","repostType":4,"repost":{"id":"1150773953","kind":"news","pubTimestamp":1625238037,"share":"https://www.laohu8.com/m/news/1150773953?lang=zh_CN&edition=full","pubTime":"2021-07-02 23:00","market":"us","language":"en","title":"Tesla Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150773953","media":"Barrons","summary":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.The line in the sand for Tesla  investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.Tesla shares were down 0.3% at $675.68 i","content":"<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.</p><p><blockquote>电动汽车先驱特斯拉第二季度交付了201,250辆汽车，高于200,000辆的水平，这可能预示着重大失望。然而，它们看起来还不足以大幅提振股价。</blockquote></p><p> The line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.</p><p><blockquote>特斯拉（股票代码：TSLA）投资者的底线是交付量约为20万辆。超过这个数字应该对股票有利。少一点就不好了。这意味着第二季度的数据略有“超出”投资者的预期。</blockquote></p><p> Tesla shares were down 0.3% at $675.68 in premarket trading.S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&amp;P 500 is 0.3% higher.</p><p><blockquote>特斯拉股价在盘前交易中下跌0.3%，至675.68美元。标准普尔500指数和道琼斯工业平均指数期货上涨0.2%。然而，周五早盘股价走高，上涨约1.7%。标普500上涨0.3%。</blockquote></p><p> Still, the second-quarter number is another quarterly record. Tesla&nbsp;delivered about 185,000 vehicles&nbsp;in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.</p><p><blockquote>尽管如此，第二季度的数字仍然是另一个季度记录。特斯拉在2021年第一季度交付了约18.5万辆汽车，而2020年第四季度交付了18.1万辆，2020年第一季度交付了约8.8万辆。增长仍在继续，但由于预计2021年全年交付量约为865,000辆，投资者可能预计增长会更强劲。</blockquote></p><p> Tesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.</p><p><blockquote>特斯拉下半年需要交付约47.5万辆汽车才能达到华尔街预期。特斯拉第二季度生产了超过20.6万辆汽车，高于第一季度的约18万辆。</blockquote></p><p> Tesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.</p><p><blockquote>特斯拉没有关于2021年全年交付量的正式指导。特斯拉预计2021年增长速度将超过50%。该公司2020年交付了约50万辆汽车。</blockquote></p><p> The number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.</p><p><blockquote>这个数字看起来并不足以撼动特斯拉股票，该公司经历了有趣的一年。今年第一季度股价下跌约5%，收于每股约668美元。1月份股价超过900美元。第二季度股价上涨约2%，收于680美元左右。</blockquote></p><p> Coming into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.</p><p><blockquote>进入周五，今年迄今为止，股价略有下跌，落后于整体市场以及许多其他受益于全球经济复苏提振汽车销售的汽车股的可比涨幅。</blockquote></p><p> Many things impacted Tesla stock including&nbsp;rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a&nbsp;semiconductor shortage&nbsp;that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.</p><p><blockquote>许多因素影响了特斯拉股票，包括利率上升——这对特斯拉等高增长股票的伤害超过了传统汽车制造商等慢增长股票——以及限制全球汽车生产的半导体短缺。投资者花了一段时间来适应这些因素以及其他因素，特斯拉股价也从近期低点反弹。</blockquote></p><p> Chinese EV makers&nbsp;NIO(NIO) and&nbsp;XPeng(XPEV) also reported&nbsp;strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）和小鹏汽车（XPEV）也报告了强劲的6月份交付量。蔚来股价周四高开，收盘下跌4.3%。小鹏汽车股价也高开，收盘下跌1.7%。这两只股票在6月份都表现强劲。投资者似乎因消息而抛售。</blockquote></p><p> It looks like they may do the same with Tesla.</p><p><blockquote>看起来他们可能会对特斯拉做同样的事情。</blockquote></p><p> Bullish investors have been&nbsp;waiting for a new catalyst&nbsp;to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.</p><p><blockquote>看涨的投资者一直在等待新的催化剂来推动该股走出近期的区间。第二季度的交付量可能是催化剂，但华尔街和投资者可能会认为它们是好的，而不是好的。</blockquote></p><p> Looking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed&nbsp;Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.</p><p><blockquote>展望未来，投资者可以期待来自德克萨斯州和德国的新产量。这应该会在2021年底发生。预计特斯拉还将很快以订阅的方式提供更高级别的驾驶员辅助软件，称为全自动驾驶。该产品的采用将是投资者密切关注的另一件事。</blockquote></p><p> Another potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.</p><p><blockquote>投资者的另一个潜在催化剂是将于7月底公布的第二季度收益。华尔街预计销售额为113亿美元，每股收益约为95美分。特斯拉2021年第一季度每股收益93美分。根据交付量，数字看起来是可以实现的，但监管信贷销售等因素总是会影响特斯拉的底线数字。</blockquote></p><p> Tesla earns and sells&nbsp;regulatory credits&nbsp;around the globe by making more than its fair share of zero emission vehicles.</p><p><blockquote>特斯拉通过生产超过其公平份额的零排放汽车，在全球范围内赚取和销售监管信用。</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>Tesla Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</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 Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-02 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.</p><p><blockquote>电动汽车先驱特斯拉第二季度交付了201,250辆汽车，高于200,000辆的水平，这可能预示着重大失望。然而，它们看起来还不足以大幅提振股价。</blockquote></p><p> The line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.</p><p><blockquote>特斯拉（股票代码：TSLA）投资者的底线是交付量约为20万辆。超过这个数字应该对股票有利。少一点就不好了。这意味着第二季度的数据略有“超出”投资者的预期。</blockquote></p><p> Tesla shares were down 0.3% at $675.68 in premarket trading.S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&amp;P 500 is 0.3% higher.</p><p><blockquote>特斯拉股价在盘前交易中下跌0.3%，至675.68美元。标准普尔500指数和道琼斯工业平均指数期货上涨0.2%。然而，周五早盘股价走高，上涨约1.7%。标普500上涨0.3%。</blockquote></p><p> Still, the second-quarter number is another quarterly record. Tesla&nbsp;delivered about 185,000 vehicles&nbsp;in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.</p><p><blockquote>尽管如此，第二季度的数字仍然是另一个季度记录。特斯拉在2021年第一季度交付了约18.5万辆汽车，而2020年第四季度交付了18.1万辆，2020年第一季度交付了约8.8万辆。增长仍在继续，但由于预计2021年全年交付量约为865,000辆，投资者可能预计增长会更强劲。</blockquote></p><p> Tesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.</p><p><blockquote>特斯拉下半年需要交付约47.5万辆汽车才能达到华尔街预期。特斯拉第二季度生产了超过20.6万辆汽车，高于第一季度的约18万辆。</blockquote></p><p> Tesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.</p><p><blockquote>特斯拉没有关于2021年全年交付量的正式指导。特斯拉预计2021年增长速度将超过50%。该公司2020年交付了约50万辆汽车。</blockquote></p><p> The number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.</p><p><blockquote>这个数字看起来并不足以撼动特斯拉股票，该公司经历了有趣的一年。今年第一季度股价下跌约5%，收于每股约668美元。1月份股价超过900美元。第二季度股价上涨约2%，收于680美元左右。</blockquote></p><p> Coming into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.</p><p><blockquote>进入周五，今年迄今为止，股价略有下跌，落后于整体市场以及许多其他受益于全球经济复苏提振汽车销售的汽车股的可比涨幅。</blockquote></p><p> Many things impacted Tesla stock including&nbsp;rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a&nbsp;semiconductor shortage&nbsp;that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.</p><p><blockquote>许多因素影响了特斯拉股票，包括利率上升——这对特斯拉等高增长股票的伤害超过了传统汽车制造商等慢增长股票——以及限制全球汽车生产的半导体短缺。投资者花了一段时间来适应这些因素以及其他因素，特斯拉股价也从近期低点反弹。</blockquote></p><p> Chinese EV makers&nbsp;NIO(NIO) and&nbsp;XPeng(XPEV) also reported&nbsp;strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）和小鹏汽车（XPEV）也报告了强劲的6月份交付量。蔚来股价周四高开，收盘下跌4.3%。小鹏汽车股价也高开，收盘下跌1.7%。这两只股票在6月份都表现强劲。投资者似乎因消息而抛售。</blockquote></p><p> It looks like they may do the same with Tesla.</p><p><blockquote>看起来他们可能会对特斯拉做同样的事情。</blockquote></p><p> Bullish investors have been&nbsp;waiting for a new catalyst&nbsp;to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.</p><p><blockquote>看涨的投资者一直在等待新的催化剂来推动该股走出近期的区间。第二季度的交付量可能是催化剂，但华尔街和投资者可能会认为它们是好的，而不是好的。</blockquote></p><p> Looking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed&nbsp;Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.</p><p><blockquote>展望未来，投资者可以期待来自德克萨斯州和德国的新产量。这应该会在2021年底发生。预计特斯拉还将很快以订阅的方式提供更高级别的驾驶员辅助软件，称为全自动驾驶。该产品的采用将是投资者密切关注的另一件事。</blockquote></p><p> Another potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.</p><p><blockquote>投资者的另一个潜在催化剂是将于7月底公布的第二季度收益。华尔街预计销售额为113亿美元，每股收益约为95美分。特斯拉2021年第一季度每股收益93美分。根据交付量，数字看起来是可以实现的，但监管信贷销售等因素总是会影响特斯拉的底线数字。</blockquote></p><p> Tesla earns and sells&nbsp;regulatory credits&nbsp;around the globe by making more than its fair share of zero emission vehicles.</p><p><blockquote>特斯拉通过生产超过其公平份额的零排放汽车，在全球范围内赚取和销售监管信用。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150773953","content_text":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.\nThe line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.\nTesla shares were down 0.3% at $675.68 in premarket trading.S&P 500 and Dow Jones Industrial Average futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&P 500 is 0.3% higher.\nStill, the second-quarter number is another quarterly record. Tesla delivered about 185,000 vehicles in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.\nTesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.\nTesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.\nThe number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.\nComing into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.\nMany things impacted Tesla stock including rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a semiconductor shortage that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.\nChinese EV makers NIO(NIO) and XPeng(XPEV) also reported strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.\nIt looks like they may do the same with Tesla.\nBullish investors have been waiting for a new catalyst to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.\nLooking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.\nAnother potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.\nTesla earns and sells regulatory credits around the globe by making more than its fair share of zero emission vehicles.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151367003,"gmtCreate":1625064361202,"gmtModify":1631885577760,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Should post the tipranks of the analysts and see their past performances.","listText":"Should post the tipranks of the analysts and see their past performances.","text":"Should post the tipranks of the analysts and see their past performances.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151367003","repostId":"1105779613","repostType":4,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122249274,"gmtCreate":1624624968298,"gmtModify":1631885577775,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Can monitor to short.","listText":"Can monitor to short.","text":"Can monitor to short.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122249274","repostId":"2146025387","repostType":2,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122654039,"gmtCreate":1624619176121,"gmtModify":1631885577789,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.","listText":"Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.","text":"Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122654039","repostId":"1116076888","repostType":4,"repost":{"id":"1116076888","kind":"news","pubTimestamp":1624612129,"share":"https://www.laohu8.com/m/news/1116076888?lang=zh_CN&edition=full","pubTime":"2021-06-25 17:08","market":"us","language":"en","title":"Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116076888","media":"cnn","summary":"New York Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.Tesla  shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand thei","content":"<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p><p><blockquote>纽约（CNN商业）特斯拉2020年表现出色：这家电动汽车制造商被纳入标普500，股价飙升743%。但一些投资者最近退出了该公司。</blockquote></p><p> Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p><p><blockquote>特斯拉(TSLA)股价较今年早些时候创下的历史高点低近25%，2021年迄今已下跌2%——此时传统汽车制造商正在飙升，因为他们加大了电动汽车的雄心。</blockquote></p><p> Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p><p><blockquote>福特(F)股价上涨近75%，跻身2021年标普500前十名。该公司上个月推出了电动F-150 Lightning卡车，还告诉投资者，目前预计到2030年电动汽车将占全球销量的40%。</blockquote></p><p> And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p><p><blockquote>通用汽车(GM)也上涨了40%以上。这家雪佛兰、别克和凯迪拉克制造商本月表示，计划到2025年在电动汽车上投入高达350亿美元。</blockquote></p><p> It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p><p><blockquote>投资者似乎对这些传统的三大汽车制造商有点迷恋，因为他们希望迅速扩大电动汽车产品以赶上特斯拉。</blockquote></p><p> Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p><p><blockquote>特斯拉仍在以令人难以置信的速度增长。分析师预计，今年每股收益将增长一倍以上，未来几年将以年均45%左右的速度增长。</blockquote></p><p> Yet Tesla is one of the most polarizing stocks on Wall Street.</p><p><blockquote>然而，特斯拉是华尔街最两极分化的股票之一。</blockquote></p><p> According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p><p><blockquote>根据Refinitiv的数据，14名分析师将该股评级为“买入”，13名分析师评级为“持有”，10名分析师评级为“卖出”。相比之下，通用汽车有20个买入评级，2个持有评级，没有卖出评级。</blockquote></p><p> <b>Skeptics have many questions about Tesla and Musk</b></p><p><blockquote><b>怀疑论者对特斯拉和马斯克有很多疑问</b></blockquote></p><p> The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p><p><blockquote>分析师对特斯拉股票的一致目标价为652美元，比当前价格低约6%。</blockquote></p><p> Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p><p><blockquote>特斯拉的批评者有一大堆担忧要指出。《大空头》中的一位著名卖空者正在做空该公司。在长期高管Jerome Guillen本月早些时候突然离职后，人们对特斯拉管理层的担忧激增——特别是因为首席执行官Elon Musk也在忙于运营SpaceX。</blockquote></p><p> And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p><p><blockquote>马斯克对比特币和狗狗币的痴迷，以及主持周六夜现场和不断发推文等其他课外活动，可能会让一些投资者和分析师感到厌烦。</blockquote></p><p> Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p><p><blockquote>尽管如此，不可否认的是，该公司拥有大量热情的粉丝，其车辆仅在本周就占据了大量正面头条新闻。</blockquote></p><p> For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p><p><blockquote>例如，Cars.com(CARS)本周早些时候宣布，特斯拉Model 3在其美国制造指数中排名第一，该指数根据国内工厂就业、制造工厂等因素衡量车辆对美国经济的贡献程度和零部件采购。</blockquote></p><p> The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p><p><blockquote>Model 3力压福特野马夺得榜首，特斯拉Model Y也位列榜单第三。消息传出后，特斯拉股价周三上涨超过5%。</blockquote></p><p> The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p><p><blockquote>马斯克前一天晚上在推特上表示，如果SpaceX最终决定在几年内剥离卫星互联网服务，特斯拉投资者可能会获得购买SpaceX旗下Starlink股票的优惠待遇，该股周四进一步上涨。</blockquote></p><p> So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p><p><blockquote>因此，尽管特斯拉的股价今年仍处于亏损状态，但在过去五天飙升超过12%后，该股已迅速收复了2021年的大部分跌幅。</blockquote></p><p> Tesla is nothing if not volatile.</p><p><blockquote>如果不是不稳定的话，特斯拉什么都不是。</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>Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</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\">\nWhy Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-25 17:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p><p><blockquote>纽约（CNN商业）特斯拉2020年表现出色：这家电动汽车制造商被纳入标普500，股价飙升743%。但一些投资者最近退出了该公司。</blockquote></p><p> Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p><p><blockquote>特斯拉(TSLA)股价较今年早些时候创下的历史高点低近25%，2021年迄今已下跌2%——此时传统汽车制造商正在飙升，因为他们加大了电动汽车的雄心。</blockquote></p><p> Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p><p><blockquote>福特(F)股价上涨近75%，跻身2021年标普500前十名。该公司上个月推出了电动F-150 Lightning卡车，还告诉投资者，目前预计到2030年电动汽车将占全球销量的40%。</blockquote></p><p> And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p><p><blockquote>通用汽车(GM)也上涨了40%以上。这家雪佛兰、别克和凯迪拉克制造商本月表示，计划到2025年在电动汽车上投入高达350亿美元。</blockquote></p><p> It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p><p><blockquote>投资者似乎对这些传统的三大汽车制造商有点迷恋，因为他们希望迅速扩大电动汽车产品以赶上特斯拉。</blockquote></p><p> Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p><p><blockquote>特斯拉仍在以令人难以置信的速度增长。分析师预计，今年每股收益将增长一倍以上，未来几年将以年均45%左右的速度增长。</blockquote></p><p> Yet Tesla is one of the most polarizing stocks on Wall Street.</p><p><blockquote>然而，特斯拉是华尔街最两极分化的股票之一。</blockquote></p><p> According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p><p><blockquote>根据Refinitiv的数据，14名分析师将该股评级为“买入”，13名分析师评级为“持有”，10名分析师评级为“卖出”。相比之下，通用汽车有20个买入评级，2个持有评级，没有卖出评级。</blockquote></p><p> <b>Skeptics have many questions about Tesla and Musk</b></p><p><blockquote><b>怀疑论者对特斯拉和马斯克有很多疑问</b></blockquote></p><p> The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p><p><blockquote>分析师对特斯拉股票的一致目标价为652美元，比当前价格低约6%。</blockquote></p><p> Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p><p><blockquote>特斯拉的批评者有一大堆担忧要指出。《大空头》中的一位著名卖空者正在做空该公司。在长期高管Jerome Guillen本月早些时候突然离职后，人们对特斯拉管理层的担忧激增——特别是因为首席执行官Elon Musk也在忙于运营SpaceX。</blockquote></p><p> And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p><p><blockquote>马斯克对比特币和狗狗币的痴迷，以及主持周六夜现场和不断发推文等其他课外活动，可能会让一些投资者和分析师感到厌烦。</blockquote></p><p> Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p><p><blockquote>尽管如此，不可否认的是，该公司拥有大量热情的粉丝，其车辆仅在本周就占据了大量正面头条新闻。</blockquote></p><p> For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p><p><blockquote>例如，Cars.com(CARS)本周早些时候宣布，特斯拉Model 3在其美国制造指数中排名第一，该指数根据国内工厂就业、制造工厂等因素衡量车辆对美国经济的贡献程度和零部件采购。</blockquote></p><p> The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p><p><blockquote>Model 3力压福特野马夺得榜首，特斯拉Model Y也位列榜单第三。消息传出后，特斯拉股价周三上涨超过5%。</blockquote></p><p> The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p><p><blockquote>马斯克前一天晚上在推特上表示，如果SpaceX最终决定在几年内剥离卫星互联网服务，特斯拉投资者可能会获得购买SpaceX旗下Starlink股票的优惠待遇，该股周四进一步上涨。</blockquote></p><p> So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p><p><blockquote>因此，尽管特斯拉的股价今年仍处于亏损状态，但在过去五天飙升超过12%后，该股已迅速收复了2021年的大部分跌幅。</blockquote></p><p> Tesla is nothing if not volatile.</p><p><blockquote>如果不是不稳定的话，特斯拉什么都不是。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html\">cnn</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://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116076888","content_text":"New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.\nTesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.\nFord (F) stock is up nearly 75%, putting it in the top 10 of the S&P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.\nAnd GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.\nIt seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.\nTesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.\nYet Tesla is one of the most polarizing stocks on Wall Street.\nAccording to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.\nSkeptics have many questions about Tesla and Musk\nThe consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.\nTesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.\nAnd Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.\nStill, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.\nFor example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.\nThe Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.\nThe stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.\nSo even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.\nTesla is nothing if not volatile.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121048524,"gmtCreate":1624446312068,"gmtModify":1631885577802,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.&nbsp;","listText":"Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.&nbsp;","text":"Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121048524","repostId":"1145825451","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":860044712,"gmtCreate":1632112080436,"gmtModify":1632802750796,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"BYD and VW group&nbsp;","listText":"BYD and VW group&nbsp;","text":"BYD and VW group","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/860044712","repostId":"1165266849","repostType":4,"repost":{"id":"1165266849","kind":"news","pubTimestamp":1632095568,"share":"https://www.laohu8.com/m/news/1165266849?lang=zh_CN&edition=full","pubTime":"2021-09-20 07:52","market":"us","language":"en","title":"If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?<blockquote>如果电动汽车制造商有“三巨头”，谁会加入特斯拉？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165266849","media":"MarketWatch","summary":"Delays at young electric-vehicle companies suggest that large auto makers are best placed to challen","content":"<p>Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous names </p><p><blockquote>年轻电动汽车公司的延迟表明，大型汽车制造商最有能力在未来挑战特斯拉，但聪明的资金正在追逐不那么迷人的公司</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4fe95f357a1ce8ef9aeefc9e1e62d0\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MarketWatch photo illustration/Tesla, iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch照片插图/特斯拉，iStockphoto</span></p></blockquote></p><p> When Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.</p><p><blockquote>当亨利·福特将他的底特律汽车公司重组为美国汽车制造业的巨头时，数百家其他年轻的汽车制造商也在起步。</blockquote></p><p> One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in 1922, the company ended up in receivership in 1924. Like hundreds of other early car companies, none of those six Indianapolis players survived.</p><p><blockquote>其中之一，国家机动车辆汽车制造公司，成立于印第安纳波利斯，1906年拥有六家汽车制造商。国家汽车公司甚至参加了1912年印地500大赛并赢得了冠军。销售蓬勃发展，产量扩大，但在1922年与联合汽车工业公司合并后，该公司最终于1924年进入破产管理程序。与数百家其他早期汽车公司一样，印第安纳波利斯的六家公司无一幸存。</blockquote></p><p> Investors eyeing the electric vehicle space today may have a sense of déjà vu. The huge number of companies, large and small, currently working on electric vehicles or their components is reminiscent of the turn of the 20th century, when companies like National and others experimented with body forms and engine types, from steam-powered to internal combustion to early versions of electric vehicles.</p><p><blockquote>如今关注电动汽车领域的投资者可能会有一种似曾相识的感觉。目前大量大大小小的公司都在研究电动汽车或其零部件，这让人想起20世纪之交，当时National等公司尝试了车身形式和发动机类型，从蒸汽动力到内燃机再到电动汽车的早期版本。</blockquote></p><p> By the 1929 stock market crash, there were only about 40 auto makers left, and that number eventually shrunk to where the top companies in the U.S. are referred to as the “Big Three.” Similar shakeouts occurred globally, with Big Threes emerging in other countries, like Japan and Germany.</p><p><blockquote>到1929年股市崩盘时，只剩下大约40家汽车制造商，这个数字最终缩小到美国顶级公司被称为“三巨头”。全球也发生了类似的洗牌，日本和德国等其他国家也出现了三巨头。</blockquote></p><p> One major difference between then and now, said Brett Smith, director of technology research at the Center for Automotive Research, or CAR, is that 100 years ago, “everybody was starting from scratch—no one had an advantage,” while today, traditional auto makers already know how to build cars and create huge assembly lines.、</p><p><blockquote>汽车研究中心(CAR)技术研究主任布雷特·史密斯(Brett Smith)表示，当时和现在的一个主要区别是，100年前，“每个人都是从零开始——没有人有优势”，而今天，传统汽车制造商已经知道如何制造汽车并创建庞大的装配线。</blockquote></p><p>   ‘Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.’”    — Brett Smith, director, technology research, Center for Automotive Research   </p><p><blockquote>“未来5年，其中一些公司将出现显着增长。但也会有一些不成长、不奋斗的。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统汽车公司现在也开始涉足这一领域，竞争更加激烈。”——汽车研究中心技术研究主任布雷特·史密斯</blockquote></p><p> The question for investors then is which companies will become the big 3 of EVs?</p><p><blockquote>投资者面临的问题是哪些公司将成为电动汽车三巨头？</blockquote></p><p> The company with the biggest advantage in electric vehicles today is Tesla Inc.&nbsp;which has finally proved to the world that EVs are the future. As rival startups and legacy automakers seek to emulate its success, investors must ponder which EV companies will succeed and which will disappear.</p><p><blockquote>如今在电动汽车领域拥有最大优势的公司是特斯拉公司，该公司最终向世界证明了电动汽车是未来。随着竞争对手初创公司和传统汽车制造商寻求效仿其成功，投资者必须思考哪些电动汽车公司会成功，哪些会消失。</blockquote></p><p> Globally, there are hundreds of startups working on some aspect of electric vehicles, from creating the car, to charging station infrastructure, improving the manufacturing process, developing new battery technologies and working on fuel cells. CB Insights of New York said it is tracking more than 700 startups around the world that are active in the space.</p><p><blockquote>在全球范围内，有数百家初创公司致力于电动汽车的某些方面，从制造汽车到充电站基础设施、改进制造工艺、开发新的电池技术和研究燃料电池。纽约CB Insights表示，它正在跟踪全球700多家活跃在该领域的初创公司。</blockquote></p><p> “There seems to be a new one every day,” said Smith of CAR.</p><p><blockquote>“似乎每天都有新的，”汽车公司的史密斯说。</blockquote></p><p> Since February, the shares of many better known startups have lost much of their value because of serious issues, including regulatory inquiries or investigations, class action lawsuits, management tumult and abrupt executive departures. Piling onto these woes — which mainly stem from overpromising and under-delivering — is a semiconductor shortage hampering efforts to get first products out the door.</p><p><blockquote>自2月份以来，由于监管询问或调查、集体诉讼、管理层动荡和高管突然离职等严重问题，许多知名初创公司的股票已经损失了大部分价值。这些困境主要源于过度承诺和交付不足，半导体短缺阻碍了首批产品上市的努力。</blockquote></p><p> Several publicly traded EV makers are still technically startup companies, with no revenue or much operational history. But because of the SPAC boom, and the de-SPAC process, they are now publicly traded companies, leaving investors making bets like venture capitalists on the next Tesla.</p><p><blockquote>几家上市电动汽车制造商在技术上仍然是初创公司，没有收入或太多运营历史。但由于SPAC的繁荣和去SPAC的过程，它们现在是上市公司，让投资者像风险投资家一样押注下一个特斯拉。</blockquote></p><p> “What they are doing is very hard,” said Smith. “Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.”</p><p><blockquote>“他们正在做的事情非常困难，”史密斯说。“未来5年，其中一些公司将会有一些显着的增长。但也会有一些公司没有增长并陷入困境。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统车企现在也开始涉足，竞争更加激烈。”</blockquote></p><p> As a result of some of those issues, no revenue is expected for the rest of the year at Nikola Corp.,Lordstown Motors Corp.&nbsp;and Fisker Inc., &nbsp;with all three companies predicting their first vehicles sometime in 2022, if their current forecasts can be believed.</p><p><blockquote>由于其中一些问题，尼古拉公司（Nikola Corp.）、洛兹敦汽车公司（Lordstown Motors Corp.）和菲斯克公司（Fisker Inc.）预计今年剩余时间不会有收入，这三家公司都预测将在2022年某个时候推出第一辆汽车，如果他们目前的预测是可信的。</blockquote></p><p></p><p> “I&nbsp;know&nbsp;it&nbsp;sounds&nbsp;like&nbsp;a&nbsp;broken&nbsp;record and it’s boring, but I think in this case, the broken record is quite good to keep on saying that we are on time on the Ocean program and we are on budget,” Fisker co-founder, Chairman and Chief Executive Henrik Fisker told analysts in the company’s earnings call last month.</p><p><blockquote>菲斯克联合创始人表示：“我知道这听起来像是一个被打破的记录，而且很无聊，但我认为在这种情况下，继续说我们按时完成海洋计划并且我们在预算范围内，打破的记录是非常好的。”董事长兼首席执行官亨里克·菲斯克(Henrik Fisker)上个月在公司财报看涨期权上对分析师表示。</blockquote></p><p> Fisker said the company will start production on Nov. 17, 2022, which actually looks good compared with other startups. Morgan Stanley analyst Adam Jonas said in a note that he believes&nbsp;Fisker “may be one of the only EV startups to actually launch on time and ramp efficaciously in late 2022.”</p><p><blockquote>菲斯克表示，该公司将于2022年11月17日开始生产，与其他初创公司相比，这实际上看起来不错。摩根士丹利分析师Adam Jonas在一份报告中表示，他相信Fisker“可能是唯一一家真正按时推出并在2022年底有效扩张的电动汽车初创公司之一。”</blockquote></p><p> These companies, plus Faraday Future Electric Inc.,Canoo Inc.,Lucid Group&nbsp;and the soon to go public Rivian, are among the top funded EV makers in the U.S. But while many have received billions from investors through private funding rounds or SPAC deals&nbsp;–&nbsp;electric truck-maker Rivian has raised $10.5 billion — some are now encountering credibility problems.</p><p><blockquote>这些公司，加上Faraday Future Electric Inc.、Canoo Inc.、Lucid Group和即将上市的Rivian，是美国资金最多的电动汽车制造商之一。但是，尽管许多公司通过私募融资或SPAC交易从投资者那里获得了数十亿美元——电动卡车制造商Rivian已经筹集了105亿美元——但一些公司现在却遇到了信誉问题。</blockquote></p><p> For example, Lordstown — an electric truck-maker which took over a former GM factory in an area of Ohio referred to as Voltage Valley — disclosed in July that its merger deal was being investigated by the Securities and Exchange Commission and the Justice Department, for a variety of matters, including information provided to investors about its pre-orders. Lordstown added a “going concern” warning to regulatory filings and clarified that the orders it had were not binding.</p><p><blockquote>例如，电动卡车制造商洛兹敦(Lordstown)接管了俄亥俄州电压谷(Voltage Valley)地区的一家前通用汽车工厂，该公司于7月披露，其合并交易正在接受美国证券交易委员会(Securities and Exchange Commission)和司法部(Justice Department)的调查。各种事项，包括向投资者提供有关其预购的信息。洛兹敦在监管文件中添加了“持续经营”警告，并澄清其订单不具有约束力。</blockquote></p><p> “To do what Tesla did, build a car company from the ground up and all the way through to distribution, that took a phenomenal amount of money,” Smith said. Tesla is now almost 18 years old. After raising $226 million in its 2010 IPO, it has gone back to the capital markets frequently, raising more than $20 billion through secondary stock sales and debt offerings.</p><p><blockquote>Smith说：“要像特斯拉那样，从头开始建立一家汽车公司，一直到分销，这需要大量资金。”特斯拉现在快18岁了。在2010年IPO筹集2.26亿美元后，该公司频繁重返资本市场，通过二级股票销售和债务发行筹集了超过200亿美元。</blockquote></p><p> Workhorse Group Inc.,which makes electric “last mile” delivery vans and utility vehicles, also was reported to be the target of an SEC investigation, and Trevor Milton, the founder of Nikola Corp.&nbsp;has been charged with securities fraud in federal court in the Southern District of New York, allegedly for overinflating the developments at the electric truck maker. Milton has stated that he is innocent.</p><p><blockquote>据报道，生产电动“最后一英里”送货车和多功能车的Workhorse Group Inc.也是SEC调查的目标，Nikola Corp.创始人特雷弗·米尔顿(Trevor Milton)在联邦法院被指控犯有证券欺诈罪。纽约南区，涉嫌夸大这家电动卡车制造商的发展。弥尔顿已经声明他是无辜的。</blockquote></p><p> Since EV makers need the same hefty capital investment as other auto makers, investors might be more inclined to favor the established companies making a foray into electrification. Nearly every major auto maker around the globe has some sort of effort today to develop electric vehicles, but in the U.S., Ford Motor appears to be the furthest along, with plans to offer dozens of electrified vehicles, including a truck, sometime in 2022.</p><p><blockquote>由于电动汽车制造商需要与其他汽车制造商一样的巨额资本投资，投资者可能更倾向于支持进军电气化领域的老牌公司。如今，全球几乎所有主要汽车制造商都在努力开发电动汽车，但在美国，福特汽车似乎走得最远，计划在2022年的某个时候提供数十款电动汽车，包括一辆卡车。</blockquote></p><p> If investors are looking to bet on one of Tesla’s upcoming rivals, the best course may be to pick one of the companies that is actually close to launching a car, like Fisker or Lucid, and then diversify bets on some traditional auto makers. Another option is to look for suppliers, instead of the much more capital-intensive car makers.</p><p><blockquote>如果投资者希望押注特斯拉即将推出的竞争对手之一，最好的办法可能是选择一家实际上即将推出汽车的公司，例如菲斯克或Lucid，然后分散对一些传统汽车制造商的押注。另一种选择是寻找供应商，而不是资本密集型得多的汽车制造商。</blockquote></p><p> Assad Hussain, mobility analyst at PitchBook, which tracks all aspects of the public and private equity markets, said professional investors are looking beyond the companies making cars to those that are supplying the automakers.</p><p><blockquote>跟踪公共和私募股权市场各个方面的PitchBook移动分析师阿萨德·侯赛因(Assad Hussain)表示，专业投资者的目光不仅仅是制造汽车的公司，而是那些为汽车制造商供货的公司。</blockquote></p><p> “A lot of the smart VC money is going into the picks and shovels, not necessarily trying to trying to find the next Tesla,” Hussain said, making an analogy with the pioneers who got rich during the California gold rush of 1849 by providing the supplies, instead of joining the hordes panning for gold in the Sierra foothills.</p><p><blockquote>侯赛因说：“很多聪明的风险投资资金都投入了镐和铲子，而不一定是试图寻找下一个特斯拉。”他将1849年加州淘金热期间通过提供物资而致富的拓荒者进行了类比，而不是加入在塞拉山麓淘金的部落。</blockquote></p><p> One example is a company called Redwood Materials, which is working on recycling lithium ion batteries in both devices and EVs. Redwood was co-founded by JB Straubel, a Tesla co-founder and its CTO for 15 years. Redwood recently raised $700 million from a group of investors, including T. Rowe Price, Amazon.com Inc.&nbsp;and others.</p><p><blockquote>一个例子是一家名为Redwood Materials的公司，该公司正在致力于回收设备和电动汽车中的锂离子电池。Redwood由特斯拉联合创始人兼首席技术官JB Straubel共同创立，任职15年。Redwood最近从T.Rowe Price、亚马逊等投资者那里筹集了7亿美元。</blockquote></p><p> Recurrent, based in Seattle, was founded just last year and is offering third-party reports on used EV batteries, to help car buyers determine the life of the vehicle. It raised $3.5 million in seed funding&nbsp;late last year.</p><p><blockquote>总部位于西雅图的Recurrent去年刚刚成立，提供有关二手电动汽车电池的第三方报告，以帮助购车者确定车辆的使用寿命。去年年底，它筹集了350万美元的种子资金。</blockquote></p><p> “Maybe the smart thing to do is not look for the next Tesla, but to go out and find an enabling technology,” said Hussain.</p><p><blockquote>侯赛因说：“也许明智的做法不是寻找下一个特斯拉，而是走出去寻找一种使能技术。”</blockquote></p><p> The past century shows that periods of innovation in automobiles eventually settled into a triumvirate of dominant companies.</p><p><blockquote>过去的一个世纪表明，汽车创新时期最终形成了主导公司的三巨头。</blockquote></p><p> Whether that will happen again is anyone’s guess, but the strategies here should help find the safer bets, such as the companies the farthest along, the established auto makers, or look to the most interesting suppliers of this hot arena.</p><p><blockquote>这种情况是否会再次发生是任何人的猜测，但这里的策略应该有助于找到更安全的赌注，例如走得最远的公司、老牌汽车制造商，或者寻找这个热门领域最有趣的供应商。</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>If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?<blockquote>如果电动汽车制造商有“三巨头”，谁会加入特斯拉？</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\">\nIf there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?<blockquote>如果电动汽车制造商有“三巨头”，谁会加入特斯拉？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-20 07:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous names </p><p><blockquote>年轻电动汽车公司的延迟表明，大型汽车制造商最有能力在未来挑战特斯拉，但聪明的资金正在追逐不那么迷人的公司</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4fe95f357a1ce8ef9aeefc9e1e62d0\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MarketWatch photo illustration/Tesla, iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch照片插图/特斯拉，iStockphoto</span></p></blockquote></p><p> When Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.</p><p><blockquote>当亨利·福特将他的底特律汽车公司重组为美国汽车制造业的巨头时，数百家其他年轻的汽车制造商也在起步。</blockquote></p><p> One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in 1922, the company ended up in receivership in 1924. Like hundreds of other early car companies, none of those six Indianapolis players survived.</p><p><blockquote>其中之一，国家机动车辆汽车制造公司，成立于印第安纳波利斯，1906年拥有六家汽车制造商。国家汽车公司甚至参加了1912年印地500大赛并赢得了冠军。销售蓬勃发展，产量扩大，但在1922年与联合汽车工业公司合并后，该公司最终于1924年进入破产管理程序。与数百家其他早期汽车公司一样，印第安纳波利斯的六家公司无一幸存。</blockquote></p><p> Investors eyeing the electric vehicle space today may have a sense of déjà vu. The huge number of companies, large and small, currently working on electric vehicles or their components is reminiscent of the turn of the 20th century, when companies like National and others experimented with body forms and engine types, from steam-powered to internal combustion to early versions of electric vehicles.</p><p><blockquote>如今关注电动汽车领域的投资者可能会有一种似曾相识的感觉。目前大量大大小小的公司都在研究电动汽车或其零部件，这让人想起20世纪之交，当时National等公司尝试了车身形式和发动机类型，从蒸汽动力到内燃机再到电动汽车的早期版本。</blockquote></p><p> By the 1929 stock market crash, there were only about 40 auto makers left, and that number eventually shrunk to where the top companies in the U.S. are referred to as the “Big Three.” Similar shakeouts occurred globally, with Big Threes emerging in other countries, like Japan and Germany.</p><p><blockquote>到1929年股市崩盘时，只剩下大约40家汽车制造商，这个数字最终缩小到美国顶级公司被称为“三巨头”。全球也发生了类似的洗牌，日本和德国等其他国家也出现了三巨头。</blockquote></p><p> One major difference between then and now, said Brett Smith, director of technology research at the Center for Automotive Research, or CAR, is that 100 years ago, “everybody was starting from scratch—no one had an advantage,” while today, traditional auto makers already know how to build cars and create huge assembly lines.、</p><p><blockquote>汽车研究中心(CAR)技术研究主任布雷特·史密斯(Brett Smith)表示，当时和现在的一个主要区别是，100年前，“每个人都是从零开始——没有人有优势”，而今天，传统汽车制造商已经知道如何制造汽车并创建庞大的装配线。</blockquote></p><p>   ‘Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.’”    — Brett Smith, director, technology research, Center for Automotive Research   </p><p><blockquote>“未来5年，其中一些公司将出现显着增长。但也会有一些不成长、不奋斗的。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统汽车公司现在也开始涉足这一领域，竞争更加激烈。”——汽车研究中心技术研究主任布雷特·史密斯</blockquote></p><p> The question for investors then is which companies will become the big 3 of EVs?</p><p><blockquote>投资者面临的问题是哪些公司将成为电动汽车三巨头？</blockquote></p><p> The company with the biggest advantage in electric vehicles today is Tesla Inc.&nbsp;which has finally proved to the world that EVs are the future. As rival startups and legacy automakers seek to emulate its success, investors must ponder which EV companies will succeed and which will disappear.</p><p><blockquote>如今在电动汽车领域拥有最大优势的公司是特斯拉公司，该公司最终向世界证明了电动汽车是未来。随着竞争对手初创公司和传统汽车制造商寻求效仿其成功，投资者必须思考哪些电动汽车公司会成功，哪些会消失。</blockquote></p><p> Globally, there are hundreds of startups working on some aspect of electric vehicles, from creating the car, to charging station infrastructure, improving the manufacturing process, developing new battery technologies and working on fuel cells. CB Insights of New York said it is tracking more than 700 startups around the world that are active in the space.</p><p><blockquote>在全球范围内，有数百家初创公司致力于电动汽车的某些方面，从制造汽车到充电站基础设施、改进制造工艺、开发新的电池技术和研究燃料电池。纽约CB Insights表示，它正在跟踪全球700多家活跃在该领域的初创公司。</blockquote></p><p> “There seems to be a new one every day,” said Smith of CAR.</p><p><blockquote>“似乎每天都有新的，”汽车公司的史密斯说。</blockquote></p><p> Since February, the shares of many better known startups have lost much of their value because of serious issues, including regulatory inquiries or investigations, class action lawsuits, management tumult and abrupt executive departures. Piling onto these woes — which mainly stem from overpromising and under-delivering — is a semiconductor shortage hampering efforts to get first products out the door.</p><p><blockquote>自2月份以来，由于监管询问或调查、集体诉讼、管理层动荡和高管突然离职等严重问题，许多知名初创公司的股票已经损失了大部分价值。这些困境主要源于过度承诺和交付不足，半导体短缺阻碍了首批产品上市的努力。</blockquote></p><p> Several publicly traded EV makers are still technically startup companies, with no revenue or much operational history. But because of the SPAC boom, and the de-SPAC process, they are now publicly traded companies, leaving investors making bets like venture capitalists on the next Tesla.</p><p><blockquote>几家上市电动汽车制造商在技术上仍然是初创公司，没有收入或太多运营历史。但由于SPAC的繁荣和去SPAC的过程，它们现在是上市公司，让投资者像风险投资家一样押注下一个特斯拉。</blockquote></p><p> “What they are doing is very hard,” said Smith. “Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.”</p><p><blockquote>“他们正在做的事情非常困难，”史密斯说。“未来5年，其中一些公司将会有一些显着的增长。但也会有一些公司没有增长并陷入困境。与五年前相比，这些公司有更多值得乐观的地方，因为这项技术越来越接近更广泛的采用。问题是传统车企现在也开始涉足，竞争更加激烈。”</blockquote></p><p> As a result of some of those issues, no revenue is expected for the rest of the year at Nikola Corp.,Lordstown Motors Corp.&nbsp;and Fisker Inc., &nbsp;with all three companies predicting their first vehicles sometime in 2022, if their current forecasts can be believed.</p><p><blockquote>由于其中一些问题，尼古拉公司（Nikola Corp.）、洛兹敦汽车公司（Lordstown Motors Corp.）和菲斯克公司（Fisker Inc.）预计今年剩余时间不会有收入，这三家公司都预测将在2022年某个时候推出第一辆汽车，如果他们目前的预测是可信的。</blockquote></p><p></p><p> “I&nbsp;know&nbsp;it&nbsp;sounds&nbsp;like&nbsp;a&nbsp;broken&nbsp;record and it’s boring, but I think in this case, the broken record is quite good to keep on saying that we are on time on the Ocean program and we are on budget,” Fisker co-founder, Chairman and Chief Executive Henrik Fisker told analysts in the company’s earnings call last month.</p><p><blockquote>菲斯克联合创始人表示：“我知道这听起来像是一个被打破的记录，而且很无聊，但我认为在这种情况下，继续说我们按时完成海洋计划并且我们在预算范围内，打破的记录是非常好的。”董事长兼首席执行官亨里克·菲斯克(Henrik Fisker)上个月在公司财报看涨期权上对分析师表示。</blockquote></p><p> Fisker said the company will start production on Nov. 17, 2022, which actually looks good compared with other startups. Morgan Stanley analyst Adam Jonas said in a note that he believes&nbsp;Fisker “may be one of the only EV startups to actually launch on time and ramp efficaciously in late 2022.”</p><p><blockquote>菲斯克表示，该公司将于2022年11月17日开始生产，与其他初创公司相比，这实际上看起来不错。摩根士丹利分析师Adam Jonas在一份报告中表示，他相信Fisker“可能是唯一一家真正按时推出并在2022年底有效扩张的电动汽车初创公司之一。”</blockquote></p><p> These companies, plus Faraday Future Electric Inc.,Canoo Inc.,Lucid Group&nbsp;and the soon to go public Rivian, are among the top funded EV makers in the U.S. But while many have received billions from investors through private funding rounds or SPAC deals&nbsp;–&nbsp;electric truck-maker Rivian has raised $10.5 billion — some are now encountering credibility problems.</p><p><blockquote>这些公司，加上Faraday Future Electric Inc.、Canoo Inc.、Lucid Group和即将上市的Rivian，是美国资金最多的电动汽车制造商之一。但是，尽管许多公司通过私募融资或SPAC交易从投资者那里获得了数十亿美元——电动卡车制造商Rivian已经筹集了105亿美元——但一些公司现在却遇到了信誉问题。</blockquote></p><p> For example, Lordstown — an electric truck-maker which took over a former GM factory in an area of Ohio referred to as Voltage Valley — disclosed in July that its merger deal was being investigated by the Securities and Exchange Commission and the Justice Department, for a variety of matters, including information provided to investors about its pre-orders. Lordstown added a “going concern” warning to regulatory filings and clarified that the orders it had were not binding.</p><p><blockquote>例如，电动卡车制造商洛兹敦(Lordstown)接管了俄亥俄州电压谷(Voltage Valley)地区的一家前通用汽车工厂，该公司于7月披露，其合并交易正在接受美国证券交易委员会(Securities and Exchange Commission)和司法部(Justice Department)的调查。各种事项，包括向投资者提供有关其预购的信息。洛兹敦在监管文件中添加了“持续经营”警告，并澄清其订单不具有约束力。</blockquote></p><p> “To do what Tesla did, build a car company from the ground up and all the way through to distribution, that took a phenomenal amount of money,” Smith said. Tesla is now almost 18 years old. After raising $226 million in its 2010 IPO, it has gone back to the capital markets frequently, raising more than $20 billion through secondary stock sales and debt offerings.</p><p><blockquote>Smith说：“要像特斯拉那样，从头开始建立一家汽车公司，一直到分销，这需要大量资金。”特斯拉现在快18岁了。在2010年IPO筹集2.26亿美元后，该公司频繁重返资本市场，通过二级股票销售和债务发行筹集了超过200亿美元。</blockquote></p><p> Workhorse Group Inc.,which makes electric “last mile” delivery vans and utility vehicles, also was reported to be the target of an SEC investigation, and Trevor Milton, the founder of Nikola Corp.&nbsp;has been charged with securities fraud in federal court in the Southern District of New York, allegedly for overinflating the developments at the electric truck maker. Milton has stated that he is innocent.</p><p><blockquote>据报道，生产电动“最后一英里”送货车和多功能车的Workhorse Group Inc.也是SEC调查的目标，Nikola Corp.创始人特雷弗·米尔顿(Trevor Milton)在联邦法院被指控犯有证券欺诈罪。纽约南区，涉嫌夸大这家电动卡车制造商的发展。弥尔顿已经声明他是无辜的。</blockquote></p><p> Since EV makers need the same hefty capital investment as other auto makers, investors might be more inclined to favor the established companies making a foray into electrification. Nearly every major auto maker around the globe has some sort of effort today to develop electric vehicles, but in the U.S., Ford Motor appears to be the furthest along, with plans to offer dozens of electrified vehicles, including a truck, sometime in 2022.</p><p><blockquote>由于电动汽车制造商需要与其他汽车制造商一样的巨额资本投资，投资者可能更倾向于支持进军电气化领域的老牌公司。如今，全球几乎所有主要汽车制造商都在努力开发电动汽车，但在美国，福特汽车似乎走得最远，计划在2022年的某个时候提供数十款电动汽车，包括一辆卡车。</blockquote></p><p> If investors are looking to bet on one of Tesla’s upcoming rivals, the best course may be to pick one of the companies that is actually close to launching a car, like Fisker or Lucid, and then diversify bets on some traditional auto makers. Another option is to look for suppliers, instead of the much more capital-intensive car makers.</p><p><blockquote>如果投资者希望押注特斯拉即将推出的竞争对手之一，最好的办法可能是选择一家实际上即将推出汽车的公司，例如菲斯克或Lucid，然后分散对一些传统汽车制造商的押注。另一种选择是寻找供应商，而不是资本密集型得多的汽车制造商。</blockquote></p><p> Assad Hussain, mobility analyst at PitchBook, which tracks all aspects of the public and private equity markets, said professional investors are looking beyond the companies making cars to those that are supplying the automakers.</p><p><blockquote>跟踪公共和私募股权市场各个方面的PitchBook移动分析师阿萨德·侯赛因(Assad Hussain)表示，专业投资者的目光不仅仅是制造汽车的公司，而是那些为汽车制造商供货的公司。</blockquote></p><p> “A lot of the smart VC money is going into the picks and shovels, not necessarily trying to trying to find the next Tesla,” Hussain said, making an analogy with the pioneers who got rich during the California gold rush of 1849 by providing the supplies, instead of joining the hordes panning for gold in the Sierra foothills.</p><p><blockquote>侯赛因说：“很多聪明的风险投资资金都投入了镐和铲子，而不一定是试图寻找下一个特斯拉。”他将1849年加州淘金热期间通过提供物资而致富的拓荒者进行了类比，而不是加入在塞拉山麓淘金的部落。</blockquote></p><p> One example is a company called Redwood Materials, which is working on recycling lithium ion batteries in both devices and EVs. Redwood was co-founded by JB Straubel, a Tesla co-founder and its CTO for 15 years. Redwood recently raised $700 million from a group of investors, including T. Rowe Price, Amazon.com Inc.&nbsp;and others.</p><p><blockquote>一个例子是一家名为Redwood Materials的公司，该公司正在致力于回收设备和电动汽车中的锂离子电池。Redwood由特斯拉联合创始人兼首席技术官JB Straubel共同创立，任职15年。Redwood最近从T.Rowe Price、亚马逊等投资者那里筹集了7亿美元。</blockquote></p><p> Recurrent, based in Seattle, was founded just last year and is offering third-party reports on used EV batteries, to help car buyers determine the life of the vehicle. It raised $3.5 million in seed funding&nbsp;late last year.</p><p><blockquote>总部位于西雅图的Recurrent去年刚刚成立，提供有关二手电动汽车电池的第三方报告，以帮助购车者确定车辆的使用寿命。去年年底，它筹集了350万美元的种子资金。</blockquote></p><p> “Maybe the smart thing to do is not look for the next Tesla, but to go out and find an enabling technology,” said Hussain.</p><p><blockquote>侯赛因说：“也许明智的做法不是寻找下一个特斯拉，而是走出去寻找一种使能技术。”</blockquote></p><p> The past century shows that periods of innovation in automobiles eventually settled into a triumvirate of dominant companies.</p><p><blockquote>过去的一个世纪表明，汽车创新时期最终形成了主导公司的三巨头。</blockquote></p><p> Whether that will happen again is anyone’s guess, but the strategies here should help find the safer bets, such as the companies the farthest along, the established auto makers, or look to the most interesting suppliers of this hot arena.</p><p><blockquote>这种情况是否会再次发生是任何人的猜测，但这里的策略应该有助于找到更安全的赌注，例如走得最远的公司、老牌汽车制造商，或者寻找这个热门领域最有趣的供应商。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/if-there-were-a-big-three-of-electric-vehicle-makers-who-would-join-tesla-11631902468?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":{"AMZN":"亚马逊","WKHS":"Workhorse Group, Inc.","FSR":"菲斯克","TSLA":"特斯拉","LI":"理想汽车","LCID":"Lucid Group Inc","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://www.marketwatch.com/story/if-there-were-a-big-three-of-electric-vehicle-makers-who-would-join-tesla-11631902468?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165266849","content_text":"Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous names \nMarketWatch photo illustration/Tesla, iStockphoto\n\n\nWhen Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.\nOne of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in 1922, the company ended up in receivership in 1924. Like hundreds of other early car companies, none of those six Indianapolis players survived.\nInvestors eyeing the electric vehicle space today may have a sense of déjà vu. The huge number of companies, large and small, currently working on electric vehicles or their components is reminiscent of the turn of the 20th century, when companies like National and others experimented with body forms and engine types, from steam-powered to internal combustion to early versions of electric vehicles.\nBy the 1929 stock market crash, there were only about 40 auto makers left, and that number eventually shrunk to where the top companies in the U.S. are referred to as the “Big Three.” Similar shakeouts occurred globally, with Big Threes emerging in other countries, like Japan and Germany.\nOne major difference between then and now, said Brett Smith, director of technology research at the Center for Automotive Research, or CAR, is that 100 years ago, “everybody was starting from scratch—no one had an advantage,” while today, traditional auto makers already know how to build cars and create huge assembly lines.、\n\n\n ‘Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.’”\n\n\n — Brett Smith, director, technology research, Center for Automotive Research \n\n\nThe question for investors then is which companies will become the big 3 of EVs?\nThe company with the biggest advantage in electric vehicles today is Tesla Inc. which has finally proved to the world that EVs are the future. As rival startups and legacy automakers seek to emulate its success, investors must ponder which EV companies will succeed and which will disappear.\n\nGlobally, there are hundreds of startups working on some aspect of electric vehicles, from creating the car, to charging station infrastructure, improving the manufacturing process, developing new battery technologies and working on fuel cells. CB Insights of New York said it is tracking more than 700 startups around the world that are active in the space.\n“There seems to be a new one every day,” said Smith of CAR.\nSince February, the shares of many better known startups have lost much of their value because of serious issues, including regulatory inquiries or investigations, class action lawsuits, management tumult and abrupt executive departures. Piling onto these woes — which mainly stem from overpromising and under-delivering — is a semiconductor shortage hampering efforts to get first products out the door.\nSeveral publicly traded EV makers are still technically startup companies, with no revenue or much operational history. But because of the SPAC boom, and the de-SPAC process, they are now publicly traded companies, leaving investors making bets like venture capitalists on the next Tesla.\n\n\n\n“What they are doing is very hard,” said Smith. “Over the next 5 years, there is going to be some remarkable growth for some of these companies. But there will be some that don’t grow and struggle. There is more to be optimistic about with these companies than there was five years ago, because the tech is getting closer to broader adoption. The problem is that the traditional car companies have been getting into it too now and competition is tougher.”\nAs a result of some of those issues, no revenue is expected for the rest of the year at Nikola Corp.,Lordstown Motors Corp. and Fisker Inc.,  with all three companies predicting their first vehicles sometime in 2022, if their current forecasts can be believed.\n\n“I know it sounds like a broken record and it’s boring, but I think in this case, the broken record is quite good to keep on saying that we are on time on the Ocean program and we are on budget,” Fisker co-founder, Chairman and Chief Executive Henrik Fisker told analysts in the company’s earnings call last month.\nFisker said the company will start production on Nov. 17, 2022, which actually looks good compared with other startups. Morgan Stanley analyst Adam Jonas said in a note that he believes Fisker “may be one of the only EV startups to actually launch on time and ramp efficaciously in late 2022.”\n\nThese companies, plus Faraday Future Electric Inc.,Canoo Inc.,Lucid Group and the soon to go public Rivian, are among the top funded EV makers in the U.S. But while many have received billions from investors through private funding rounds or SPAC deals – electric truck-maker Rivian has raised $10.5 billion — some are now encountering credibility problems.\n\nFor example, Lordstown — an electric truck-maker which took over a former GM factory in an area of Ohio referred to as Voltage Valley — disclosed in July that its merger deal was being investigated by the Securities and Exchange Commission and the Justice Department, for a variety of matters, including information provided to investors about its pre-orders. Lordstown added a “going concern” warning to regulatory filings and clarified that the orders it had were not binding.\n\n“To do what Tesla did, build a car company from the ground up and all the way through to distribution, that took a phenomenal amount of money,” Smith said. Tesla is now almost 18 years old. After raising $226 million in its 2010 IPO, it has gone back to the capital markets frequently, raising more than $20 billion through secondary stock sales and debt offerings.\nWorkhorse Group Inc.,which makes electric “last mile” delivery vans and utility vehicles, also was reported to be the target of an SEC investigation, and Trevor Milton, the founder of Nikola Corp. has been charged with securities fraud in federal court in the Southern District of New York, allegedly for overinflating the developments at the electric truck maker. Milton has stated that he is innocent.\n\nSince EV makers need the same hefty capital investment as other auto makers, investors might be more inclined to favor the established companies making a foray into electrification. Nearly every major auto maker around the globe has some sort of effort today to develop electric vehicles, but in the U.S., Ford Motor appears to be the furthest along, with plans to offer dozens of electrified vehicles, including a truck, sometime in 2022.\n\nIf investors are looking to bet on one of Tesla’s upcoming rivals, the best course may be to pick one of the companies that is actually close to launching a car, like Fisker or Lucid, and then diversify bets on some traditional auto makers. Another option is to look for suppliers, instead of the much more capital-intensive car makers.\nAssad Hussain, mobility analyst at PitchBook, which tracks all aspects of the public and private equity markets, said professional investors are looking beyond the companies making cars to those that are supplying the automakers.\n“A lot of the smart VC money is going into the picks and shovels, not necessarily trying to trying to find the next Tesla,” Hussain said, making an analogy with the pioneers who got rich during the California gold rush of 1849 by providing the supplies, instead of joining the hordes panning for gold in the Sierra foothills.\nOne example is a company called Redwood Materials, which is working on recycling lithium ion batteries in both devices and EVs. Redwood was co-founded by JB Straubel, a Tesla co-founder and its CTO for 15 years. Redwood recently raised $700 million from a group of investors, including T. Rowe Price, Amazon.com Inc. and others.\n\nRecurrent, based in Seattle, was founded just last year and is offering third-party reports on used EV batteries, to help car buyers determine the life of the vehicle. It raised $3.5 million in seed funding late last year.\n\n“Maybe the smart thing to do is not look for the next Tesla, but to go out and find an enabling technology,” said Hussain.\nThe past century shows that periods of innovation in automobiles eventually settled into a triumvirate of dominant companies.\nWhether that will happen again is anyone’s guess, but the strategies here should help find the safer bets, such as the companies the farthest along, the established auto makers, or look to the most interesting suppliers of this hot arena.","news_type":1,"symbols_score_info":{"LI":0.9,"GOEV":0.9,"AMZN":0.9,"FSR":0.9,"RIDE":0.9,"XPEV":0.9,"NIO":0.9,"NKLA":0.9,"LCID":0.9,"TSLA":0.9,"WKHS":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308028144,"gmtCreate":1603804878388,"gmtModify":1703830786361,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Trying to exit at 425 and buying back at 418.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Trying to exit at 425 and buying back at 418.","text":"$Tesla Motors(TSLA)$Trying to exit at 425 and buying back at 418.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/308028144","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":848535077,"gmtCreate":1636011018317,"gmtModify":1636011018514,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.","listText":"It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.","text":"It is difficult to time the market. Managing your credit and liquidity risk based on valuation matrics make sense. Exiting the market does not. Key importance is the ability to withstand the downturn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/848535077","repostId":"2180763679","repostType":4,"isVote":1,"tweetType":1,"viewCount":3787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000432","authorId":"9000000000000432","name":"PagRobinson","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000432","idStr":"9000000000000432"},"content":"This is what economists have been trying to figure out for more than 100 years. Finally, they come to the conclusion that stock prices walk randomly. It is too difficult to predict the stock price and avoid risks perfectly. What we can do is to reduce risks by diversifying investment as much as possible.","text":"This is what economists have been trying to figure out for more than 100 years. Finally, they come to the conclusion that stock prices walk randomly. It is too difficult to predict the stock price and avoid risks perfectly. What we can do is to reduce risks by diversifying investment as much as possible.","html":"This is what economists have been trying to figure out for more than 100 years. Finally, they come to the conclusion that stock prices walk randomly. It is too difficult to predict the stock price and avoid risks perfectly. What we can do is to reduce risks by diversifying investment as much as possible."},{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000640","idStr":"9000000000000640"},"content":"That's true. This is what many economists and professional investors in financial institutions want to find out. But in fact, this is difficult to do, otherwise all the money in the market will go to one person's wallet.","text":"That's true. This is what many economists and professional investors in financial institutions want to find out. But in fact, this is difficult to do, otherwise all the money in the market will go to one person's wallet.","html":"That's true. This is what many economists and professional investors in financial institutions want to find out. But in fact, this is difficult to do, otherwise all the money in the market will go to one person's wallet."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176009804,"gmtCreate":1626842030708,"gmtModify":1631885577756,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV.&nbsp;Poor poor article again.","listText":"Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV.&nbsp;Poor poor article again.","text":"Tesla’s share price increase was post day closing. Due to announcement of Tesla sharing their super charger access to other EV. Poor poor article again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176009804","repostId":"1128230365","repostType":4,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121048524,"gmtCreate":1624446312068,"gmtModify":1631885577802,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.&nbsp;","listText":"Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.&nbsp;","text":"Must be joking. Nio had limited proprietary technology and is replying on branding to win customers.Marketing is another cost element which will eat into margin.Within China, it is facing competition from Xpeng, BYD.Very very very tough to win.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121048524","repostId":"1145825451","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846082899,"gmtCreate":1636035289553,"gmtModify":1636035292996,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed","listText":"I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed","text":"I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846082899","repostId":"1198103703","repostType":4,"isVote":1,"tweetType":1,"viewCount":2870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877084264,"gmtCreate":1637843057767,"gmtModify":1637843057865,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey,&nbsp;AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be&nbsp;fear mongering to me.","listText":"The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey,&nbsp;AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be&nbsp;fear mongering to me.","text":"The alternative is that Tesla is a growing company that is set to dominate the EV, FSD, Batteey, AI apace. They have various revenue streams which are still In the seeding phase such as solar panel, charging stations and insurance.Believing that Tesla is a meme and hinting that it ismanipulated by retail investors seems to be fear mongering to me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877084264","repostId":"1120047068","repostType":4,"repost":{"id":"1120047068","kind":"news","pubTimestamp":1637817955,"share":"https://www.laohu8.com/m/news/1120047068?lang=zh_CN&edition=full","pubTime":"2021-11-25 13:25","market":"us","language":"en","title":"Tesla Memes Have Peaked On WallStreetBets - Why That's Bad For The Share Price<blockquote>特斯拉迷因在WallStreetBets上达到顶峰——为什么这对股价不利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120047068","media":"Seeking Alpha","summary":"Summary\n\nTesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.\n","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.</li>  <li>Elon Musk is famously aware of and actively follows the popular subreddit WallStreetBets and may leverage that following to drive the Tesla share price higher.</li>  <li>WallStreetBets is made up of 11.2m members and growing, mostly retail traders, who are unpredictable in their mob mentality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f67c9cf0e3bb1692edac18342c9aa416\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>RichVintage/E+ via Getty Images</span></p><p><blockquote><ul><li>特斯拉是Reddit的宠儿，但报道量已经达到顶峰，这通常先于价格下跌。</li><li>众所周知，Elon Musk知道并积极关注热门的Reddit子网站WallStreetBets，并可能利用这些关注来推高特斯拉股价。</li><li>WallStreetBets由1120万会员和不断增长的散户组成，他们的暴民心态不可预测。</li></ul><p class=\"t-img-caption\"><span>RichVintage/E+来自Getty Images</span></p></blockquote></p><p> <b>Meme Stock Mentions As An Indicator</b></p><p><blockquote><b>Meme股票被提及作为指标</b></blockquote></p><p> I have a theory that the only reason Musk's Tesla (TSLA) has achieved the eye watering market capitalisation of $1.141T, with a P/E ratio of 368, is because Elon Musk himself is a master of PR and marketing.</p><p><blockquote>我有一个理论，马斯克的特斯拉（TSLA）之所以能以368的市盈率达到1.141美元的令人瞠目结舌的市值，唯一的原因是埃隆·马斯克本人是公关和营销大师。</blockquote></p><p> Core to this theory is that supply and demand is what drives a share's price (whereas fundamental and perceived value is what drives the individual investor to buy or sell), and demand can be manipulated through awareness and PR efforts. I believe prices will revert back to fundamental value in the long run.</p><p><blockquote>这一理论的核心是，供给和需求是推动股票价格的因素（而基本面和感知价值是推动个人投资者买入或卖出的因素），需求可以通过意识和公关努力来操纵。我相信从长远来看，价格将恢复到基本价值。</blockquote></p><p> I argue that this awareness effect applies more to retail investors than to more sophisticated investors or investment funds, though this would obviously have a flow-on effect on them.</p><p><blockquote>我认为，这种意识效应更多地适用于散户投资者，而不是更老练的投资者或投资基金，尽管这显然会对他们产生流动效应。</blockquote></p><p> A more traditional example of this theory is how news and announcements affect share prices, albeit they are more closely tied to fundamental value.</p><p><blockquote>这一理论的一个更传统的例子是新闻和公告如何影响股价，尽管它们与基本价值的关系更密切。</blockquote></p><p> <b>Subreddit WallStreetBets As A Catalyst</b></p><p><blockquote><b>Subreddit WallStreetBets作为催化剂</b></blockquote></p><p> The Reddit Community WallStreetBets (WSB) is infamous for its role in the January 2021 GameStop saga, which led to a huge price increase in the retail firm's share price after the Reddit community&nbsp;popularised day trading of the firm.</p><p><blockquote>Reddit社区WallStreetBets(WSB)因其在2021年1月游戏驿站事件中所扮演的角色而臭名昭著，在Reddit社区普及该公司的日间交易后，该零售公司的股价大幅上涨。</blockquote></p><p> WSB is a community of mostly retail traders, some with no formal investing education or prior experience, and utilising margin loans through trading apps like Robinhood (though more experienced traders are present and active in the subreddit) to invest in the financial markets.</p><p><blockquote>WSB是一个主要由散户交易者组成的社区，其中一些人没有正规的投资教育或之前的经验，他们通过Robinhood等交易应用程序（尽管更有经验的交易者活跃在Reddit子网站上）利用保证金贷款来投资金融市场。</blockquote></p><p> The GameStop saga may be (mostly) over now, but this community is still thriving. At the time of the GameStop saga, the community had less than 3m members, while today it has over 11.2m members.</p><p><blockquote>游戏驿站传奇现在可能（大部分）已经结束，但这个社区仍在蓬勃发展。在游戏驿站传奇发生时，该社区的成员不到300万，而今天它的成员超过1120万。</blockquote></p><p> Given the almost 4X growth in community size thanks to the amount of attention generated in the GameStop saga, it's arguable that the community is more powerful than ever before in the day trading space.</p><p><blockquote>由于游戏驿站传奇引起的关注，社区规模增长了近4倍，可以说社区在日内交易领域比以往任何时候都更加强大。</blockquote></p><p> <b>The Elon Musk/WSB Connection</b></p><p><blockquote><b>埃隆·马斯克/WSB的联系</b></blockquote></p><p> Musk is famously aware of, and following, the WSB subreddit,once tweeting to his 43m followers a link to the subreddit&nbsp;with the caption \"Gamestonk.\"</p><p><blockquote>众所周知，马斯克了解并关注WSB subreddit，曾在推特上向他的4300万粉丝发送了该subreddit的链接，标题为“Gamestonk”。</blockquote></p><p> Musk has also claimed that short sellers have a negative impact on the valuation of TSLA, and it's not hard to imagine how he might see WSB as a tool to affect the share price.</p><p><blockquote>马斯克还声称，卖空者对TSLA的估值有负面影响，不难想象他会如何将WSB视为影响股价的工具。</blockquote></p><p> Musk is regarded as a hero by the WSB community, who are very aware that he follows them, and often post memes or comments in a worshipful manner,declaring him a \"Meme Lord.\"</p><p><blockquote>马斯克被WSB社区视为英雄，他们非常清楚他在关注他们，经常以崇拜的方式发布模因或评论，宣称他是“模因领主”。</blockquote></p><p> <b>Tracking WSB Community Sentiment</b></p><p><blockquote><b>跟踪WSB社区情绪</b></blockquote></p><p> Thanks to a site called&nbsp;Swaggy Stocks, we are able to track WSB sentiment towards TSLA and count TSLA mentions (and various other firms that get attention on the subreddit, such as the infamous GameStop (GME) short squeeze).</p><p><blockquote>多亏了一个名为Swaggy Stocks的网站，我们能够跟踪WSB对TSLA的情绪并统计TSLA的提及次数（以及在subreddit上引起关注的各种其他公司，例如臭名昭著的游戏驿站(GME)空头挤压）。</blockquote></p><p> If we take a look at a 1-year history of the TSLA share price vs WSB mentions and sentiment, a cursory glance reveals a general correlation between mentions and upward price activity.</p><p><blockquote>如果我们看一下TSLA股价与WSB提及次数和情绪的1年历史，粗略浏览一下就会发现提及次数与价格上涨活动之间存在普遍相关性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f24f2a63740b288ba4dad63e8fdaed3f\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Another clear trend is the overwhelming positive sentiment towards TSLA (and almost any other stock mentioned there) from the WSB community. Search many of these comments and posts, and you'll see the phrase \"Stonks only go up!\" appear across many, many posts.</p><p><blockquote>另一个明显的趋势是WSB社区对TSLA（以及其中提到的几乎所有其他股票）的压倒性积极情绪。搜索许多这样的评论和帖子，你会看到短语“Stonks只会上涨！”出现在很多很多帖子中。</blockquote></p><p> <b>Do Other Mediums Have The Same Correlation?</b></p><p><blockquote><b>其他媒体也有同样的相关性吗？</b></blockquote></p><p> Swaggy Stocks also tracks TSLA mentions across more traditional news sources and other social media sites.</p><p><blockquote>Swaggy Stocks还跟踪更传统的新闻来源和其他社交媒体网站上对特斯拉的提及。</blockquote></p><p> Searching social media for discussion and due-diligence style posts, Swaggy Stocks is able to show the total number of mentions TSLA generates, to compare with WSB.</p><p><blockquote>Swaggy Stocks在社交媒体上搜索讨论和尽职调查风格的帖子，能够显示TSLA产生的提及总数，以便与WSB进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a1e518a39e21d05f04e11f43de66c6a\" tg-width=\"640\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> There appears to be a very similar correlation between broader social media mentions of TSLA and stock price activity, but it appears that this attention is reactionary rather than a lead indicator. It is, however, a confirmation of awareness of the stock following along with major price movements, up or down.</p><p><blockquote>社交媒体对TSLA的更广泛提及与股价活动之间似乎存在非常相似的相关性，但这种关注似乎是反动的，而不是领先指标。然而，这证实了人们对股票跟随重大价格变动（上涨或下跌）的认识。</blockquote></p><p> <b>What Trends Can We See?</b></p><p><blockquote><b>我们可以看到哪些趋势？</b></blockquote></p><p></p><p> Looking at the two graphs of mentions vs stock price, the most prominent trend is how TSLA mentions, and discussion peaks mostly as major price spikes occur. It does not appear that mentions are a leading indicator, but perhaps a slow-down in mentions might indicate that any further major price movements are not to be expected.</p><p><blockquote>从提及次数与股价的两张图表来看，最突出的趋势是TSLA的提及方式，讨论大多在价格大幅飙升时达到顶峰。提及次数似乎不是一个领先指标，但提及次数的放缓可能表明预计不会出现任何进一步的重大价格变动。</blockquote></p><p> In my eyes, the more interesting time period (circled in red below) is where mentions of TSLA slowed considerably, and the stock price dwindled following the peak in mentions.</p><p><blockquote>在我看来，更有趣的时期（下面用红色圈出）是特斯拉的提及量大幅放缓，股价在提及量达到峰值后下跌。</blockquote></p><p> I argue that in this instance, when the stock fell from $900 to $600, WSB retail investors attention was diverted from the firm and this halted the upward price movement, sending the stock backward towards it's true long-run fundamental value.</p><p><blockquote>我认为，在这种情况下，当股票从900美元跌至600美元时，WSB散户投资者的注意力从该公司转移，这阻止了价格上涨，使股票回到其真正的长期基本价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f5e7c4dafad1ac25fb02d09b089e56\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>Does This Awareness Effect Apply To Other Stocks?</b></p><p><blockquote><b>这种认知效应是否适用于其他股票？</b></blockquote></p><p> Given GME was the beginning of notoriety for WSB, it's worth comparing the GME ticker to WSB sentiment to search for similar trends.</p><p><blockquote>鉴于GME是WSB声名狼藉的开始，因此值得将GME股票与WSB情绪进行比较以寻找类似的趋势。</blockquote></p><p> Again, large price movements occur around the same time as WSB commentary spikes, and prices tend to drift lower as attention drifts away.</p><p><blockquote>同样，价格大幅波动大约与WSB评论高峰同时发生，随着注意力的转移，价格往往会走低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcda7b46bafc07f02eaa854255c64d63\" tg-width=\"640\" tg-height=\"679\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Looking at a third firm, Apple (AAPL), to compare WSB activity with the largest market cap firm in the US, the correlation between mentions and price activity is much weaker, suggesting that there may be a limit to the WSB community's influence. While activity still follows price movements, there is also the possibility WSB is just simply not as interested in AAPL as it is in TSLA or GME.</p><p><blockquote>以第三家公司苹果(AAPL)为例，将WSB活动与美国市值最大的公司进行比较，提及次数与价格活动之间的相关性要弱得多，这表明WSB社区的影响力可能有限。虽然活动仍然跟随价格变动，但WSB也有可能对AAPL不像对TSLA或GME那样感兴趣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af3145b857ea22dc2550227f9f93826b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>The Investment View: Results May Vary</b></p><p><blockquote><b>投资观点：结果可能有所不同</b></blockquote></p><p> I would argue that WSB is not perhaps a leading indicator, but it does play a part in stock awareness and encourages new investors to enter the market.</p><p><blockquote>我认为WSB也许不是一个领先指标，但它确实在股票认知度方面发挥了作用，并鼓励新投资者进入市场。</blockquote></p><p> I would also argue that 11.2m retail investors is certainly a force to be reckoned with and worth paying attention to - perhaps not a guidance of which stock will boom next but rather which ones are overpriced or have peaked.</p><p><blockquote>我还认为，1120万散户投资者无疑是一股不可忽视、值得关注的力量——也许不是哪只股票接下来会繁荣的指引，而是哪些股票定价过高或已经见顶。</blockquote></p><p> Overall, there's a strong sense that stocks that receive attention from WSB undergo price volatility, and do drift back to their long-run fundamental value given enough time.</p><p><blockquote>总体而言，人们强烈认为，受到WSB关注的股票会经历价格波动，并且在足够的时间内确实会回到其长期基本价值。</blockquote></p><p> Perhaps it's a case of, if WSB is promoting the stock, you're already too late.</p><p><blockquote>也许是这样的情况，如果WSB正在推广该股票，那么你已经太晚了。</blockquote></p><p> <b>So What Does This Mean For TSLA?</b></p><p><blockquote><b>那么这对特斯拉意味着什么呢？</b></blockquote></p><p> Coming full circle back to TSLA, and reviewing their WSB sentiment chart, I feel there is strong argument to be made that the stock is over-priced due to the presence of retail traders.</p><p><blockquote>回到特斯拉，回顾他们的WSB情绪图表，我觉得有强有力的论据表明，由于散户交易者的存在，该股定价过高。</blockquote></p><p> However, monitoring WSB activity may give investors a helpful indicator of when TSLA may be about to experience a price correction as retail investor's attention is drawn away from the firm.</p><p><blockquote>然而，监控WSB活动可能会为投资者提供一个有用的指标，表明随着散户投资者的注意力从该公司转移，特斯拉何时可能会经历价格调整。</blockquote></p><p> With that said, Elon Musk remains a variable worth watching given his awareness of the subreddit and its effect on the market, and he has the platform to drive attention back onto TSLA as he sees fit.</p><p><blockquote>话虽如此，鉴于埃隆·马斯克对Reddit子版块的认识及其对市场的影响，他仍然是一个值得关注的变量，而且他有一个平台可以在他认为合适的时候将注意力重新吸引到TSLA上。</blockquote></p><p> <b>The Value Of A Mention</b></p><p><blockquote><b>提及的价值</b></blockquote></p><p> It's hard to place a quantifiable value on what a mention on WSB is worth to a firm, as individually they are probably worth close to $0. But more significant interest could have a life changing short term impact on current shareholders as the value of their portfolio balloons thanks to retail traders taking an interest in one of their holdings.</p><p><blockquote>很难量化提及WSB对一家公司的价值，因为它们的价值可能接近0美元。但更大的兴趣可能会对现有股东产生改变生活的短期影响，因为由于散户交易者对其持有的一种股票感兴趣，他们的投资组合价值会膨胀。</blockquote></p><p> On the other hand, short sellers (such as those shorting GME earlier this year) could feel substantial pain, as their positions require covering at ever increasing prices.</p><p><blockquote>另一方面，卖空者（例如今年早些时候做空GME的人）可能会感到巨大的痛苦，因为他们的头寸需要以不断上涨的价格进行回补。</blockquote></p><p> If I was to place a value on it, I would suggest adjusting price targets by as much as 2X current price if a firm were to see significant interest through WSB - but this is tempered by the expectation that long term, the stock would return to its fundamental value.</p><p><blockquote>如果我要对其进行估值，如果一家公司通过WSB看到巨大的兴趣，我会建议将价格目标调整多达当前价格的2倍——但这受到长期该股将回归的预期的影响。其基本价值。</blockquote></p><p> If you're holding TSLA shares, it appears the music has stopped over at WSB, and prices may fall back to around $700 in the coming weeks.</p><p><blockquote>如果您持有TSLA股票，那么WSB的音乐似乎已经停止，未来几周价格可能会回落至700美元左右。</blockquote></p><p> In short, if your holding becomes a 'meme stock', take 2X your money and run - things are about to get volatile.</p><p><blockquote>简而言之，如果你持有的股票变成了“模因股票”，拿两倍的钱就跑——事情将会变得不稳定。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 Memes Have Peaked On WallStreetBets - Why That's Bad For The Share Price<blockquote>特斯拉迷因在WallStreetBets上达到顶峰——为什么这对股价不利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-25 13:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Tesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.</li>  <li>Elon Musk is famously aware of and actively follows the popular subreddit WallStreetBets and may leverage that following to drive the Tesla share price higher.</li>  <li>WallStreetBets is made up of 11.2m members and growing, mostly retail traders, who are unpredictable in their mob mentality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f67c9cf0e3bb1692edac18342c9aa416\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>RichVintage/E+ via Getty Images</span></p><p><blockquote><ul><li>特斯拉是Reddit的宠儿，但报道量已经达到顶峰，这通常先于价格下跌。</li><li>众所周知，Elon Musk知道并积极关注热门的Reddit子网站WallStreetBets，并可能利用这些关注来推高特斯拉股价。</li><li>WallStreetBets由1120万会员和不断增长的散户组成，他们的暴民心态不可预测。</li></ul><p class=\"t-img-caption\"><span>RichVintage/E+来自Getty Images</span></p></blockquote></p><p> <b>Meme Stock Mentions As An Indicator</b></p><p><blockquote><b>Meme股票被提及作为指标</b></blockquote></p><p> I have a theory that the only reason Musk's Tesla (TSLA) has achieved the eye watering market capitalisation of $1.141T, with a P/E ratio of 368, is because Elon Musk himself is a master of PR and marketing.</p><p><blockquote>我有一个理论，马斯克的特斯拉（TSLA）之所以能以368的市盈率达到1.141美元的令人瞠目结舌的市值，唯一的原因是埃隆·马斯克本人是公关和营销大师。</blockquote></p><p> Core to this theory is that supply and demand is what drives a share's price (whereas fundamental and perceived value is what drives the individual investor to buy or sell), and demand can be manipulated through awareness and PR efforts. I believe prices will revert back to fundamental value in the long run.</p><p><blockquote>这一理论的核心是，供给和需求是推动股票价格的因素（而基本面和感知价值是推动个人投资者买入或卖出的因素），需求可以通过意识和公关努力来操纵。我相信从长远来看，价格将恢复到基本价值。</blockquote></p><p> I argue that this awareness effect applies more to retail investors than to more sophisticated investors or investment funds, though this would obviously have a flow-on effect on them.</p><p><blockquote>我认为，这种意识效应更多地适用于散户投资者，而不是更老练的投资者或投资基金，尽管这显然会对他们产生流动效应。</blockquote></p><p> A more traditional example of this theory is how news and announcements affect share prices, albeit they are more closely tied to fundamental value.</p><p><blockquote>这一理论的一个更传统的例子是新闻和公告如何影响股价，尽管它们与基本价值的关系更密切。</blockquote></p><p> <b>Subreddit WallStreetBets As A Catalyst</b></p><p><blockquote><b>Subreddit WallStreetBets作为催化剂</b></blockquote></p><p> The Reddit Community WallStreetBets (WSB) is infamous for its role in the January 2021 GameStop saga, which led to a huge price increase in the retail firm's share price after the Reddit community&nbsp;popularised day trading of the firm.</p><p><blockquote>Reddit社区WallStreetBets(WSB)因其在2021年1月游戏驿站事件中所扮演的角色而臭名昭著，在Reddit社区普及该公司的日间交易后，该零售公司的股价大幅上涨。</blockquote></p><p> WSB is a community of mostly retail traders, some with no formal investing education or prior experience, and utilising margin loans through trading apps like Robinhood (though more experienced traders are present and active in the subreddit) to invest in the financial markets.</p><p><blockquote>WSB是一个主要由散户交易者组成的社区，其中一些人没有正规的投资教育或之前的经验，他们通过Robinhood等交易应用程序（尽管更有经验的交易者活跃在Reddit子网站上）利用保证金贷款来投资金融市场。</blockquote></p><p> The GameStop saga may be (mostly) over now, but this community is still thriving. At the time of the GameStop saga, the community had less than 3m members, while today it has over 11.2m members.</p><p><blockquote>游戏驿站传奇现在可能（大部分）已经结束，但这个社区仍在蓬勃发展。在游戏驿站传奇发生时，该社区的成员不到300万，而今天它的成员超过1120万。</blockquote></p><p> Given the almost 4X growth in community size thanks to the amount of attention generated in the GameStop saga, it's arguable that the community is more powerful than ever before in the day trading space.</p><p><blockquote>由于游戏驿站传奇引起的关注，社区规模增长了近4倍，可以说社区在日内交易领域比以往任何时候都更加强大。</blockquote></p><p> <b>The Elon Musk/WSB Connection</b></p><p><blockquote><b>埃隆·马斯克/WSB的联系</b></blockquote></p><p> Musk is famously aware of, and following, the WSB subreddit,once tweeting to his 43m followers a link to the subreddit&nbsp;with the caption \"Gamestonk.\"</p><p><blockquote>众所周知，马斯克了解并关注WSB subreddit，曾在推特上向他的4300万粉丝发送了该subreddit的链接，标题为“Gamestonk”。</blockquote></p><p> Musk has also claimed that short sellers have a negative impact on the valuation of TSLA, and it's not hard to imagine how he might see WSB as a tool to affect the share price.</p><p><blockquote>马斯克还声称，卖空者对TSLA的估值有负面影响，不难想象他会如何将WSB视为影响股价的工具。</blockquote></p><p> Musk is regarded as a hero by the WSB community, who are very aware that he follows them, and often post memes or comments in a worshipful manner,declaring him a \"Meme Lord.\"</p><p><blockquote>马斯克被WSB社区视为英雄，他们非常清楚他在关注他们，经常以崇拜的方式发布模因或评论，宣称他是“模因领主”。</blockquote></p><p> <b>Tracking WSB Community Sentiment</b></p><p><blockquote><b>跟踪WSB社区情绪</b></blockquote></p><p> Thanks to a site called&nbsp;Swaggy Stocks, we are able to track WSB sentiment towards TSLA and count TSLA mentions (and various other firms that get attention on the subreddit, such as the infamous GameStop (GME) short squeeze).</p><p><blockquote>多亏了一个名为Swaggy Stocks的网站，我们能够跟踪WSB对TSLA的情绪并统计TSLA的提及次数（以及在subreddit上引起关注的各种其他公司，例如臭名昭著的游戏驿站(GME)空头挤压）。</blockquote></p><p> If we take a look at a 1-year history of the TSLA share price vs WSB mentions and sentiment, a cursory glance reveals a general correlation between mentions and upward price activity.</p><p><blockquote>如果我们看一下TSLA股价与WSB提及次数和情绪的1年历史，粗略浏览一下就会发现提及次数与价格上涨活动之间存在普遍相关性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f24f2a63740b288ba4dad63e8fdaed3f\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Another clear trend is the overwhelming positive sentiment towards TSLA (and almost any other stock mentioned there) from the WSB community. Search many of these comments and posts, and you'll see the phrase \"Stonks only go up!\" appear across many, many posts.</p><p><blockquote>另一个明显的趋势是WSB社区对TSLA（以及其中提到的几乎所有其他股票）的压倒性积极情绪。搜索许多这样的评论和帖子，你会看到短语“Stonks只会上涨！”出现在很多很多帖子中。</blockquote></p><p> <b>Do Other Mediums Have The Same Correlation?</b></p><p><blockquote><b>其他媒体也有同样的相关性吗？</b></blockquote></p><p> Swaggy Stocks also tracks TSLA mentions across more traditional news sources and other social media sites.</p><p><blockquote>Swaggy Stocks还跟踪更传统的新闻来源和其他社交媒体网站上对特斯拉的提及。</blockquote></p><p> Searching social media for discussion and due-diligence style posts, Swaggy Stocks is able to show the total number of mentions TSLA generates, to compare with WSB.</p><p><blockquote>Swaggy Stocks在社交媒体上搜索讨论和尽职调查风格的帖子，能够显示TSLA产生的提及总数，以便与WSB进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a1e518a39e21d05f04e11f43de66c6a\" tg-width=\"640\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> There appears to be a very similar correlation between broader social media mentions of TSLA and stock price activity, but it appears that this attention is reactionary rather than a lead indicator. It is, however, a confirmation of awareness of the stock following along with major price movements, up or down.</p><p><blockquote>社交媒体对TSLA的更广泛提及与股价活动之间似乎存在非常相似的相关性，但这种关注似乎是反动的，而不是领先指标。然而，这证实了人们对股票跟随重大价格变动（上涨或下跌）的认识。</blockquote></p><p> <b>What Trends Can We See?</b></p><p><blockquote><b>我们可以看到哪些趋势？</b></blockquote></p><p></p><p> Looking at the two graphs of mentions vs stock price, the most prominent trend is how TSLA mentions, and discussion peaks mostly as major price spikes occur. It does not appear that mentions are a leading indicator, but perhaps a slow-down in mentions might indicate that any further major price movements are not to be expected.</p><p><blockquote>从提及次数与股价的两张图表来看，最突出的趋势是TSLA的提及方式，讨论大多在价格大幅飙升时达到顶峰。提及次数似乎不是一个领先指标，但提及次数的放缓可能表明预计不会出现任何进一步的重大价格变动。</blockquote></p><p> In my eyes, the more interesting time period (circled in red below) is where mentions of TSLA slowed considerably, and the stock price dwindled following the peak in mentions.</p><p><blockquote>在我看来，更有趣的时期（下面用红色圈出）是特斯拉的提及量大幅放缓，股价在提及量达到峰值后下跌。</blockquote></p><p> I argue that in this instance, when the stock fell from $900 to $600, WSB retail investors attention was diverted from the firm and this halted the upward price movement, sending the stock backward towards it's true long-run fundamental value.</p><p><blockquote>我认为，在这种情况下，当股票从900美元跌至600美元时，WSB散户投资者的注意力从该公司转移，这阻止了价格上涨，使股票回到其真正的长期基本价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f5e7c4dafad1ac25fb02d09b089e56\" tg-width=\"640\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>Does This Awareness Effect Apply To Other Stocks?</b></p><p><blockquote><b>这种认知效应是否适用于其他股票？</b></blockquote></p><p> Given GME was the beginning of notoriety for WSB, it's worth comparing the GME ticker to WSB sentiment to search for similar trends.</p><p><blockquote>鉴于GME是WSB声名狼藉的开始，因此值得将GME股票与WSB情绪进行比较以寻找类似的趋势。</blockquote></p><p> Again, large price movements occur around the same time as WSB commentary spikes, and prices tend to drift lower as attention drifts away.</p><p><blockquote>同样，价格大幅波动大约与WSB评论高峰同时发生，随着注意力的转移，价格往往会走低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcda7b46bafc07f02eaa854255c64d63\" tg-width=\"640\" tg-height=\"679\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> Looking at a third firm, Apple (AAPL), to compare WSB activity with the largest market cap firm in the US, the correlation between mentions and price activity is much weaker, suggesting that there may be a limit to the WSB community's influence. While activity still follows price movements, there is also the possibility WSB is just simply not as interested in AAPL as it is in TSLA or GME.</p><p><blockquote>以第三家公司苹果(AAPL)为例，将WSB活动与美国市值最大的公司进行比较，提及次数与价格活动之间的相关性要弱得多，这表明WSB社区的影响力可能有限。虽然活动仍然跟随价格变动，但WSB也有可能对AAPL不像对TSLA或GME那样感兴趣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af3145b857ea22dc2550227f9f93826b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Swaggy股票</span></p></blockquote></p><p> <b>The Investment View: Results May Vary</b></p><p><blockquote><b>投资观点：结果可能有所不同</b></blockquote></p><p> I would argue that WSB is not perhaps a leading indicator, but it does play a part in stock awareness and encourages new investors to enter the market.</p><p><blockquote>我认为WSB也许不是一个领先指标，但它确实在股票认知度方面发挥了作用，并鼓励新投资者进入市场。</blockquote></p><p> I would also argue that 11.2m retail investors is certainly a force to be reckoned with and worth paying attention to - perhaps not a guidance of which stock will boom next but rather which ones are overpriced or have peaked.</p><p><blockquote>我还认为，1120万散户投资者无疑是一股不可忽视、值得关注的力量——也许不是哪只股票接下来会繁荣的指引，而是哪些股票定价过高或已经见顶。</blockquote></p><p> Overall, there's a strong sense that stocks that receive attention from WSB undergo price volatility, and do drift back to their long-run fundamental value given enough time.</p><p><blockquote>总体而言，人们强烈认为，受到WSB关注的股票会经历价格波动，并且在足够的时间内确实会回到其长期基本价值。</blockquote></p><p> Perhaps it's a case of, if WSB is promoting the stock, you're already too late.</p><p><blockquote>也许是这样的情况，如果WSB正在推广该股票，那么你已经太晚了。</blockquote></p><p> <b>So What Does This Mean For TSLA?</b></p><p><blockquote><b>那么这对特斯拉意味着什么呢？</b></blockquote></p><p> Coming full circle back to TSLA, and reviewing their WSB sentiment chart, I feel there is strong argument to be made that the stock is over-priced due to the presence of retail traders.</p><p><blockquote>回到特斯拉，回顾他们的WSB情绪图表，我觉得有强有力的论据表明，由于散户交易者的存在，该股定价过高。</blockquote></p><p> However, monitoring WSB activity may give investors a helpful indicator of when TSLA may be about to experience a price correction as retail investor's attention is drawn away from the firm.</p><p><blockquote>然而，监控WSB活动可能会为投资者提供一个有用的指标，表明随着散户投资者的注意力从该公司转移，特斯拉何时可能会经历价格调整。</blockquote></p><p> With that said, Elon Musk remains a variable worth watching given his awareness of the subreddit and its effect on the market, and he has the platform to drive attention back onto TSLA as he sees fit.</p><p><blockquote>话虽如此，鉴于埃隆·马斯克对Reddit子版块的认识及其对市场的影响，他仍然是一个值得关注的变量，而且他有一个平台可以在他认为合适的时候将注意力重新吸引到TSLA上。</blockquote></p><p> <b>The Value Of A Mention</b></p><p><blockquote><b>提及的价值</b></blockquote></p><p> It's hard to place a quantifiable value on what a mention on WSB is worth to a firm, as individually they are probably worth close to $0. But more significant interest could have a life changing short term impact on current shareholders as the value of their portfolio balloons thanks to retail traders taking an interest in one of their holdings.</p><p><blockquote>很难量化提及WSB对一家公司的价值，因为它们的价值可能接近0美元。但更大的兴趣可能会对现有股东产生改变生活的短期影响，因为由于散户交易者对其持有的一种股票感兴趣，他们的投资组合价值会膨胀。</blockquote></p><p> On the other hand, short sellers (such as those shorting GME earlier this year) could feel substantial pain, as their positions require covering at ever increasing prices.</p><p><blockquote>另一方面，卖空者（例如今年早些时候做空GME的人）可能会感到巨大的痛苦，因为他们的头寸需要以不断上涨的价格进行回补。</blockquote></p><p> If I was to place a value on it, I would suggest adjusting price targets by as much as 2X current price if a firm were to see significant interest through WSB - but this is tempered by the expectation that long term, the stock would return to its fundamental value.</p><p><blockquote>如果我要对其进行估值，如果一家公司通过WSB看到巨大的兴趣，我会建议将价格目标调整多达当前价格的2倍——但这受到长期该股将回归的预期的影响。其基本价值。</blockquote></p><p> If you're holding TSLA shares, it appears the music has stopped over at WSB, and prices may fall back to around $700 in the coming weeks.</p><p><blockquote>如果您持有TSLA股票，那么WSB的音乐似乎已经停止，未来几周价格可能会回落至700美元左右。</blockquote></p><p> In short, if your holding becomes a 'meme stock', take 2X your money and run - things are about to get volatile.</p><p><blockquote>简而言之，如果你持有的股票变成了“模因股票”，拿两倍的钱就跑——事情将会变得不稳定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471848-tesla-memes-have-peaked-on-wallstreetbets-why-thats-bad-for-the-share-price\">Seeking Alpha</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/article/4471848-tesla-memes-have-peaked-on-wallstreetbets-why-thats-bad-for-the-share-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120047068","content_text":"Summary\n\nTesla is a Reddit darling, but coverage has peaked, which generally precedes a price fall.\nElon Musk is famously aware of and actively follows the popular subreddit WallStreetBets and may leverage that following to drive the Tesla share price higher.\nWallStreetBets is made up of 11.2m members and growing, mostly retail traders, who are unpredictable in their mob mentality.\n\nRichVintage/E+ via Getty Images\nMeme Stock Mentions As An Indicator\nI have a theory that the only reason Musk's Tesla (TSLA) has achieved the eye watering market capitalisation of $1.141T, with a P/E ratio of 368, is because Elon Musk himself is a master of PR and marketing.\nCore to this theory is that supply and demand is what drives a share's price (whereas fundamental and perceived value is what drives the individual investor to buy or sell), and demand can be manipulated through awareness and PR efforts. I believe prices will revert back to fundamental value in the long run.\nI argue that this awareness effect applies more to retail investors than to more sophisticated investors or investment funds, though this would obviously have a flow-on effect on them.\nA more traditional example of this theory is how news and announcements affect share prices, albeit they are more closely tied to fundamental value.\nSubreddit WallStreetBets As A Catalyst\nThe Reddit Community WallStreetBets (WSB) is infamous for its role in the January 2021 GameStop saga, which led to a huge price increase in the retail firm's share price after the Reddit community popularised day trading of the firm.\nWSB is a community of mostly retail traders, some with no formal investing education or prior experience, and utilising margin loans through trading apps like Robinhood (though more experienced traders are present and active in the subreddit) to invest in the financial markets.\nThe GameStop saga may be (mostly) over now, but this community is still thriving. At the time of the GameStop saga, the community had less than 3m members, while today it has over 11.2m members.\nGiven the almost 4X growth in community size thanks to the amount of attention generated in the GameStop saga, it's arguable that the community is more powerful than ever before in the day trading space.\nThe Elon Musk/WSB Connection\nMusk is famously aware of, and following, the WSB subreddit,once tweeting to his 43m followers a link to the subreddit with the caption \"Gamestonk.\"\nMusk has also claimed that short sellers have a negative impact on the valuation of TSLA, and it's not hard to imagine how he might see WSB as a tool to affect the share price.\nMusk is regarded as a hero by the WSB community, who are very aware that he follows them, and often post memes or comments in a worshipful manner,declaring him a \"Meme Lord.\"\nTracking WSB Community Sentiment\nThanks to a site called Swaggy Stocks, we are able to track WSB sentiment towards TSLA and count TSLA mentions (and various other firms that get attention on the subreddit, such as the infamous GameStop (GME) short squeeze).\nIf we take a look at a 1-year history of the TSLA share price vs WSB mentions and sentiment, a cursory glance reveals a general correlation between mentions and upward price activity.\nSource: Swaggy Stocks\nAnother clear trend is the overwhelming positive sentiment towards TSLA (and almost any other stock mentioned there) from the WSB community. Search many of these comments and posts, and you'll see the phrase \"Stonks only go up!\" appear across many, many posts.\nDo Other Mediums Have The Same Correlation?\nSwaggy Stocks also tracks TSLA mentions across more traditional news sources and other social media sites.\nSearching social media for discussion and due-diligence style posts, Swaggy Stocks is able to show the total number of mentions TSLA generates, to compare with WSB.\nSource: Swaggy Stocks\nThere appears to be a very similar correlation between broader social media mentions of TSLA and stock price activity, but it appears that this attention is reactionary rather than a lead indicator. It is, however, a confirmation of awareness of the stock following along with major price movements, up or down.\nWhat Trends Can We See?\nLooking at the two graphs of mentions vs stock price, the most prominent trend is how TSLA mentions, and discussion peaks mostly as major price spikes occur. It does not appear that mentions are a leading indicator, but perhaps a slow-down in mentions might indicate that any further major price movements are not to be expected.\nIn my eyes, the more interesting time period (circled in red below) is where mentions of TSLA slowed considerably, and the stock price dwindled following the peak in mentions.\nI argue that in this instance, when the stock fell from $900 to $600, WSB retail investors attention was diverted from the firm and this halted the upward price movement, sending the stock backward towards it's true long-run fundamental value.\nSource: Swaggy Stocks\nDoes This Awareness Effect Apply To Other Stocks?\nGiven GME was the beginning of notoriety for WSB, it's worth comparing the GME ticker to WSB sentiment to search for similar trends.\nAgain, large price movements occur around the same time as WSB commentary spikes, and prices tend to drift lower as attention drifts away.\nSource: Swaggy Stocks\nLooking at a third firm, Apple (AAPL), to compare WSB activity with the largest market cap firm in the US, the correlation between mentions and price activity is much weaker, suggesting that there may be a limit to the WSB community's influence. While activity still follows price movements, there is also the possibility WSB is just simply not as interested in AAPL as it is in TSLA or GME.\nSource: Swaggy Stocks\nThe Investment View: Results May Vary\nI would argue that WSB is not perhaps a leading indicator, but it does play a part in stock awareness and encourages new investors to enter the market.\nI would also argue that 11.2m retail investors is certainly a force to be reckoned with and worth paying attention to - perhaps not a guidance of which stock will boom next but rather which ones are overpriced or have peaked.\nOverall, there's a strong sense that stocks that receive attention from WSB undergo price volatility, and do drift back to their long-run fundamental value given enough time.\nPerhaps it's a case of, if WSB is promoting the stock, you're already too late.\nSo What Does This Mean For TSLA?\nComing full circle back to TSLA, and reviewing their WSB sentiment chart, I feel there is strong argument to be made that the stock is over-priced due to the presence of retail traders.\nHowever, monitoring WSB activity may give investors a helpful indicator of when TSLA may be about to experience a price correction as retail investor's attention is drawn away from the firm.\nWith that said, Elon Musk remains a variable worth watching given his awareness of the subreddit and its effect on the market, and he has the platform to drive attention back onto TSLA as he sees fit.\nThe Value Of A Mention\nIt's hard to place a quantifiable value on what a mention on WSB is worth to a firm, as individually they are probably worth close to $0. But more significant interest could have a life changing short term impact on current shareholders as the value of their portfolio balloons thanks to retail traders taking an interest in one of their holdings.\nOn the other hand, short sellers (such as those shorting GME earlier this year) could feel substantial pain, as their positions require covering at ever increasing prices.\nIf I was to place a value on it, I would suggest adjusting price targets by as much as 2X current price if a firm were to see significant interest through WSB - but this is tempered by the expectation that long term, the stock would return to its fundamental value.\nIf you're holding TSLA shares, it appears the music has stopped over at WSB, and prices may fall back to around $700 in the coming weeks.\nIn short, if your holding becomes a 'meme stock', take 2X your money and run - things are about to get volatile.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152024005,"gmtCreate":1625243571507,"gmtModify":1631885577751,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"The catalyst seems to be FSD. Hopefully soon.","listText":"The catalyst seems to be FSD. Hopefully soon.","text":"The catalyst seems to be FSD. Hopefully soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152024005","repostId":"1150773953","repostType":4,"repost":{"id":"1150773953","kind":"news","pubTimestamp":1625238037,"share":"https://www.laohu8.com/m/news/1150773953?lang=zh_CN&edition=full","pubTime":"2021-07-02 23:00","market":"us","language":"en","title":"Tesla Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150773953","media":"Barrons","summary":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.The line in the sand for Tesla  investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.Tesla shares were down 0.3% at $675.68 i","content":"<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.</p><p><blockquote>电动汽车先驱特斯拉第二季度交付了201,250辆汽车，高于200,000辆的水平，这可能预示着重大失望。然而，它们看起来还不足以大幅提振股价。</blockquote></p><p> The line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.</p><p><blockquote>特斯拉（股票代码：TSLA）投资者的底线是交付量约为20万辆。超过这个数字应该对股票有利。少一点就不好了。这意味着第二季度的数据略有“超出”投资者的预期。</blockquote></p><p> Tesla shares were down 0.3% at $675.68 in premarket trading.S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&amp;P 500 is 0.3% higher.</p><p><blockquote>特斯拉股价在盘前交易中下跌0.3%，至675.68美元。标准普尔500指数和道琼斯工业平均指数期货上涨0.2%。然而，周五早盘股价走高，上涨约1.7%。标普500上涨0.3%。</blockquote></p><p> Still, the second-quarter number is another quarterly record. Tesla&nbsp;delivered about 185,000 vehicles&nbsp;in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.</p><p><blockquote>尽管如此，第二季度的数字仍然是另一个季度记录。特斯拉在2021年第一季度交付了约18.5万辆汽车，而2020年第四季度交付了18.1万辆，2020年第一季度交付了约8.8万辆。增长仍在继续，但由于预计2021年全年交付量约为865,000辆，投资者可能预计增长会更强劲。</blockquote></p><p> Tesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.</p><p><blockquote>特斯拉下半年需要交付约47.5万辆汽车才能达到华尔街预期。特斯拉第二季度生产了超过20.6万辆汽车，高于第一季度的约18万辆。</blockquote></p><p> Tesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.</p><p><blockquote>特斯拉没有关于2021年全年交付量的正式指导。特斯拉预计2021年增长速度将超过50%。该公司2020年交付了约50万辆汽车。</blockquote></p><p> The number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.</p><p><blockquote>这个数字看起来并不足以撼动特斯拉股票，该公司经历了有趣的一年。今年第一季度股价下跌约5%，收于每股约668美元。1月份股价超过900美元。第二季度股价上涨约2%，收于680美元左右。</blockquote></p><p> Coming into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.</p><p><blockquote>进入周五，今年迄今为止，股价略有下跌，落后于整体市场以及许多其他受益于全球经济复苏提振汽车销售的汽车股的可比涨幅。</blockquote></p><p> Many things impacted Tesla stock including&nbsp;rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a&nbsp;semiconductor shortage&nbsp;that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.</p><p><blockquote>许多因素影响了特斯拉股票，包括利率上升——这对特斯拉等高增长股票的伤害超过了传统汽车制造商等慢增长股票——以及限制全球汽车生产的半导体短缺。投资者花了一段时间来适应这些因素以及其他因素，特斯拉股价也从近期低点反弹。</blockquote></p><p> Chinese EV makers&nbsp;NIO(NIO) and&nbsp;XPeng(XPEV) also reported&nbsp;strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）和小鹏汽车（XPEV）也报告了强劲的6月份交付量。蔚来股价周四高开，收盘下跌4.3%。小鹏汽车股价也高开，收盘下跌1.7%。这两只股票在6月份都表现强劲。投资者似乎因消息而抛售。</blockquote></p><p> It looks like they may do the same with Tesla.</p><p><blockquote>看起来他们可能会对特斯拉做同样的事情。</blockquote></p><p> Bullish investors have been&nbsp;waiting for a new catalyst&nbsp;to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.</p><p><blockquote>看涨的投资者一直在等待新的催化剂来推动该股走出近期的区间。第二季度的交付量可能是催化剂，但华尔街和投资者可能会认为它们是好的，而不是好的。</blockquote></p><p> Looking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed&nbsp;Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.</p><p><blockquote>展望未来，投资者可以期待来自德克萨斯州和德国的新产量。这应该会在2021年底发生。预计特斯拉还将很快以订阅的方式提供更高级别的驾驶员辅助软件，称为全自动驾驶。该产品的采用将是投资者密切关注的另一件事。</blockquote></p><p> Another potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.</p><p><blockquote>投资者的另一个潜在催化剂是将于7月底公布的第二季度收益。华尔街预计销售额为113亿美元，每股收益约为95美分。特斯拉2021年第一季度每股收益93美分。根据交付量，数字看起来是可以实现的，但监管信贷销售等因素总是会影响特斯拉的底线数字。</blockquote></p><p> Tesla earns and sells&nbsp;regulatory credits&nbsp;around the globe by making more than its fair share of zero emission vehicles.</p><p><blockquote>特斯拉通过生产超过其公平份额的零排放汽车，在全球范围内赚取和销售监管信用。</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>Tesla Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</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 Reported Record Deliveries. Why That's Not Good Enough.<blockquote>特斯拉报告了创纪录的交付量。为什么这还不够好。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-02 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.</p><p><blockquote>电动汽车先驱特斯拉第二季度交付了201,250辆汽车，高于200,000辆的水平，这可能预示着重大失望。然而，它们看起来还不足以大幅提振股价。</blockquote></p><p> The line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.</p><p><blockquote>特斯拉（股票代码：TSLA）投资者的底线是交付量约为20万辆。超过这个数字应该对股票有利。少一点就不好了。这意味着第二季度的数据略有“超出”投资者的预期。</blockquote></p><p> Tesla shares were down 0.3% at $675.68 in premarket trading.S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&amp;P 500 is 0.3% higher.</p><p><blockquote>特斯拉股价在盘前交易中下跌0.3%，至675.68美元。标准普尔500指数和道琼斯工业平均指数期货上涨0.2%。然而，周五早盘股价走高，上涨约1.7%。标普500上涨0.3%。</blockquote></p><p> Still, the second-quarter number is another quarterly record. Tesla&nbsp;delivered about 185,000 vehicles&nbsp;in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.</p><p><blockquote>尽管如此，第二季度的数字仍然是另一个季度记录。特斯拉在2021年第一季度交付了约18.5万辆汽车，而2020年第四季度交付了18.1万辆，2020年第一季度交付了约8.8万辆。增长仍在继续，但由于预计2021年全年交付量约为865,000辆，投资者可能预计增长会更强劲。</blockquote></p><p> Tesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.</p><p><blockquote>特斯拉下半年需要交付约47.5万辆汽车才能达到华尔街预期。特斯拉第二季度生产了超过20.6万辆汽车，高于第一季度的约18万辆。</blockquote></p><p> Tesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.</p><p><blockquote>特斯拉没有关于2021年全年交付量的正式指导。特斯拉预计2021年增长速度将超过50%。该公司2020年交付了约50万辆汽车。</blockquote></p><p> The number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.</p><p><blockquote>这个数字看起来并不足以撼动特斯拉股票，该公司经历了有趣的一年。今年第一季度股价下跌约5%，收于每股约668美元。1月份股价超过900美元。第二季度股价上涨约2%，收于680美元左右。</blockquote></p><p> Coming into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.</p><p><blockquote>进入周五，今年迄今为止，股价略有下跌，落后于整体市场以及许多其他受益于全球经济复苏提振汽车销售的汽车股的可比涨幅。</blockquote></p><p> Many things impacted Tesla stock including&nbsp;rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a&nbsp;semiconductor shortage&nbsp;that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.</p><p><blockquote>许多因素影响了特斯拉股票，包括利率上升——这对特斯拉等高增长股票的伤害超过了传统汽车制造商等慢增长股票——以及限制全球汽车生产的半导体短缺。投资者花了一段时间来适应这些因素以及其他因素，特斯拉股价也从近期低点反弹。</blockquote></p><p> Chinese EV makers&nbsp;NIO(NIO) and&nbsp;XPeng(XPEV) also reported&nbsp;strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）和小鹏汽车（XPEV）也报告了强劲的6月份交付量。蔚来股价周四高开，收盘下跌4.3%。小鹏汽车股价也高开，收盘下跌1.7%。这两只股票在6月份都表现强劲。投资者似乎因消息而抛售。</blockquote></p><p> It looks like they may do the same with Tesla.</p><p><blockquote>看起来他们可能会对特斯拉做同样的事情。</blockquote></p><p> Bullish investors have been&nbsp;waiting for a new catalyst&nbsp;to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.</p><p><blockquote>看涨的投资者一直在等待新的催化剂来推动该股走出近期的区间。第二季度的交付量可能是催化剂，但华尔街和投资者可能会认为它们是好的，而不是好的。</blockquote></p><p> Looking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed&nbsp;Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.</p><p><blockquote>展望未来，投资者可以期待来自德克萨斯州和德国的新产量。这应该会在2021年底发生。预计特斯拉还将很快以订阅的方式提供更高级别的驾驶员辅助软件，称为全自动驾驶。该产品的采用将是投资者密切关注的另一件事。</blockquote></p><p> Another potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.</p><p><blockquote>投资者的另一个潜在催化剂是将于7月底公布的第二季度收益。华尔街预计销售额为113亿美元，每股收益约为95美分。特斯拉2021年第一季度每股收益93美分。根据交付量，数字看起来是可以实现的，但监管信贷销售等因素总是会影响特斯拉的底线数字。</blockquote></p><p> Tesla earns and sells&nbsp;regulatory credits&nbsp;around the globe by making more than its fair share of zero emission vehicles.</p><p><blockquote>特斯拉通过生产超过其公平份额的零排放汽车，在全球范围内赚取和销售监管信用。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150773953","content_text":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.\nThe line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.\nTesla shares were down 0.3% at $675.68 in premarket trading.S&P 500 and Dow Jones Industrial Average futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&P 500 is 0.3% higher.\nStill, the second-quarter number is another quarterly record. Tesla delivered about 185,000 vehicles in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.\nTesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.\nTesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.\nThe number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.\nComing into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.\nMany things impacted Tesla stock including rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a semiconductor shortage that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.\nChinese EV makers NIO(NIO) and XPeng(XPEV) also reported strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.\nIt looks like they may do the same with Tesla.\nBullish investors have been waiting for a new catalyst to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.\nLooking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.\nAnother potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.\nTesla earns and sells regulatory credits around the globe by making more than its fair share of zero emission vehicles.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122654039,"gmtCreate":1624619176121,"gmtModify":1631885577789,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.","listText":"Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.","text":"Poor poor article. Picking and choosing data point to validate a specific view. A more balanced articlewould be to examine the strength and weakness of the company vs the valuation they are now commanding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122654039","repostId":"1116076888","repostType":4,"repost":{"id":"1116076888","kind":"news","pubTimestamp":1624612129,"share":"https://www.laohu8.com/m/news/1116076888?lang=zh_CN&edition=full","pubTime":"2021-06-25 17:08","market":"us","language":"en","title":"Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116076888","media":"cnn","summary":"New York Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.Tesla  shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand thei","content":"<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p><p><blockquote>纽约（CNN商业）特斯拉2020年表现出色：这家电动汽车制造商被纳入标普500，股价飙升743%。但一些投资者最近退出了该公司。</blockquote></p><p> Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p><p><blockquote>特斯拉(TSLA)股价较今年早些时候创下的历史高点低近25%，2021年迄今已下跌2%——此时传统汽车制造商正在飙升，因为他们加大了电动汽车的雄心。</blockquote></p><p> Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p><p><blockquote>福特(F)股价上涨近75%，跻身2021年标普500前十名。该公司上个月推出了电动F-150 Lightning卡车，还告诉投资者，目前预计到2030年电动汽车将占全球销量的40%。</blockquote></p><p> And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p><p><blockquote>通用汽车(GM)也上涨了40%以上。这家雪佛兰、别克和凯迪拉克制造商本月表示，计划到2025年在电动汽车上投入高达350亿美元。</blockquote></p><p> It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p><p><blockquote>投资者似乎对这些传统的三大汽车制造商有点迷恋，因为他们希望迅速扩大电动汽车产品以赶上特斯拉。</blockquote></p><p> Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p><p><blockquote>特斯拉仍在以令人难以置信的速度增长。分析师预计，今年每股收益将增长一倍以上，未来几年将以年均45%左右的速度增长。</blockquote></p><p> Yet Tesla is one of the most polarizing stocks on Wall Street.</p><p><blockquote>然而，特斯拉是华尔街最两极分化的股票之一。</blockquote></p><p> According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p><p><blockquote>根据Refinitiv的数据，14名分析师将该股评级为“买入”，13名分析师评级为“持有”，10名分析师评级为“卖出”。相比之下，通用汽车有20个买入评级，2个持有评级，没有卖出评级。</blockquote></p><p> <b>Skeptics have many questions about Tesla and Musk</b></p><p><blockquote><b>怀疑论者对特斯拉和马斯克有很多疑问</b></blockquote></p><p> The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p><p><blockquote>分析师对特斯拉股票的一致目标价为652美元，比当前价格低约6%。</blockquote></p><p> Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p><p><blockquote>特斯拉的批评者有一大堆担忧要指出。《大空头》中的一位著名卖空者正在做空该公司。在长期高管Jerome Guillen本月早些时候突然离职后，人们对特斯拉管理层的担忧激增——特别是因为首席执行官Elon Musk也在忙于运营SpaceX。</blockquote></p><p> And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p><p><blockquote>马斯克对比特币和狗狗币的痴迷，以及主持周六夜现场和不断发推文等其他课外活动，可能会让一些投资者和分析师感到厌烦。</blockquote></p><p> Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p><p><blockquote>尽管如此，不可否认的是，该公司拥有大量热情的粉丝，其车辆仅在本周就占据了大量正面头条新闻。</blockquote></p><p> For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p><p><blockquote>例如，Cars.com(CARS)本周早些时候宣布，特斯拉Model 3在其美国制造指数中排名第一，该指数根据国内工厂就业、制造工厂等因素衡量车辆对美国经济的贡献程度和零部件采购。</blockquote></p><p> The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p><p><blockquote>Model 3力压福特野马夺得榜首，特斯拉Model Y也位列榜单第三。消息传出后，特斯拉股价周三上涨超过5%。</blockquote></p><p> The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p><p><blockquote>马斯克前一天晚上在推特上表示，如果SpaceX最终决定在几年内剥离卫星互联网服务，特斯拉投资者可能会获得购买SpaceX旗下Starlink股票的优惠待遇，该股周四进一步上涨。</blockquote></p><p> So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p><p><blockquote>因此，尽管特斯拉的股价今年仍处于亏损状态，但在过去五天飙升超过12%后，该股已迅速收复了2021年的大部分跌幅。</blockquote></p><p> Tesla is nothing if not volatile.</p><p><blockquote>如果不是不稳定的话，特斯拉什么都不是。</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>Why Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</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\">\nWhy Tesla stock is getting left in Ford's and GM's dust<blockquote>为什么特斯拉股票被福特和通用汽车甩在身后</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-25 17:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p><p><blockquote>纽约（CNN商业）特斯拉2020年表现出色：这家电动汽车制造商被纳入标普500，股价飙升743%。但一些投资者最近退出了该公司。</blockquote></p><p> Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p><p><blockquote>特斯拉(TSLA)股价较今年早些时候创下的历史高点低近25%，2021年迄今已下跌2%——此时传统汽车制造商正在飙升，因为他们加大了电动汽车的雄心。</blockquote></p><p> Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p><p><blockquote>福特(F)股价上涨近75%，跻身2021年标普500前十名。该公司上个月推出了电动F-150 Lightning卡车，还告诉投资者，目前预计到2030年电动汽车将占全球销量的40%。</blockquote></p><p> And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p><p><blockquote>通用汽车(GM)也上涨了40%以上。这家雪佛兰、别克和凯迪拉克制造商本月表示，计划到2025年在电动汽车上投入高达350亿美元。</blockquote></p><p> It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p><p><blockquote>投资者似乎对这些传统的三大汽车制造商有点迷恋，因为他们希望迅速扩大电动汽车产品以赶上特斯拉。</blockquote></p><p> Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p><p><blockquote>特斯拉仍在以令人难以置信的速度增长。分析师预计，今年每股收益将增长一倍以上，未来几年将以年均45%左右的速度增长。</blockquote></p><p> Yet Tesla is one of the most polarizing stocks on Wall Street.</p><p><blockquote>然而，特斯拉是华尔街最两极分化的股票之一。</blockquote></p><p> According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p><p><blockquote>根据Refinitiv的数据，14名分析师将该股评级为“买入”，13名分析师评级为“持有”，10名分析师评级为“卖出”。相比之下，通用汽车有20个买入评级，2个持有评级，没有卖出评级。</blockquote></p><p> <b>Skeptics have many questions about Tesla and Musk</b></p><p><blockquote><b>怀疑论者对特斯拉和马斯克有很多疑问</b></blockquote></p><p> The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p><p><blockquote>分析师对特斯拉股票的一致目标价为652美元，比当前价格低约6%。</blockquote></p><p> Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p><p><blockquote>特斯拉的批评者有一大堆担忧要指出。《大空头》中的一位著名卖空者正在做空该公司。在长期高管Jerome Guillen本月早些时候突然离职后，人们对特斯拉管理层的担忧激增——特别是因为首席执行官Elon Musk也在忙于运营SpaceX。</blockquote></p><p> And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p><p><blockquote>马斯克对比特币和狗狗币的痴迷，以及主持周六夜现场和不断发推文等其他课外活动，可能会让一些投资者和分析师感到厌烦。</blockquote></p><p> Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p><p><blockquote>尽管如此，不可否认的是，该公司拥有大量热情的粉丝，其车辆仅在本周就占据了大量正面头条新闻。</blockquote></p><p> For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p><p><blockquote>例如，Cars.com(CARS)本周早些时候宣布，特斯拉Model 3在其美国制造指数中排名第一，该指数根据国内工厂就业、制造工厂等因素衡量车辆对美国经济的贡献程度和零部件采购。</blockquote></p><p> The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p><p><blockquote>Model 3力压福特野马夺得榜首，特斯拉Model Y也位列榜单第三。消息传出后，特斯拉股价周三上涨超过5%。</blockquote></p><p> The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p><p><blockquote>马斯克前一天晚上在推特上表示，如果SpaceX最终决定在几年内剥离卫星互联网服务，特斯拉投资者可能会获得购买SpaceX旗下Starlink股票的优惠待遇，该股周四进一步上涨。</blockquote></p><p> So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p><p><blockquote>因此，尽管特斯拉的股价今年仍处于亏损状态，但在过去五天飙升超过12%后，该股已迅速收复了2021年的大部分跌幅。</blockquote></p><p> Tesla is nothing if not volatile.</p><p><blockquote>如果不是不稳定的话，特斯拉什么都不是。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html\">cnn</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://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116076888","content_text":"New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.\nTesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.\nFord (F) stock is up nearly 75%, putting it in the top 10 of the S&P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.\nAnd GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.\nIt seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.\nTesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.\nYet Tesla is one of the most polarizing stocks on Wall Street.\nAccording to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.\nSkeptics have many questions about Tesla and Musk\nThe consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.\nTesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.\nAnd Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.\nStill, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.\nFor example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.\nThe Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.\nThe stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.\nSo even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.\nTesla is nothing if not volatile.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129199398,"gmtCreate":1624363285914,"gmtModify":1631885577824,"author":{"id":"3554962053372786","authorId":"3554962053372786","name":"KitKat","avatar":"https://static.tigerbbs.com/ddbb9bb5d6adf92edf5f29a5c567e334","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554962053372786","idStr":"3554962053372786"},"themes":[],"htmlText":"So much noise. Stay calm and invest in companies with strong fundamentals.","listText":"So much noise. Stay calm and invest in companies with strong fundamentals.","text":"So much noise. Stay calm and invest in companies with strong fundamentals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129199398","repostId":"1177499959","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}