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2021-06-29

$NVIDIA Corp(NVDA)$to DA moon![梭哈]

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2021-07-15

Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯

TSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</blockquote>

2021-06-30

Reach TP of $72? NIO problem! [强]

Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>

2021-06-28

$Sea Ltd(SE)$ you at the moon!

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2021-08-14

I've faith in $Micron Technology(MU)$[强]

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2021-08-08

Doubt so..

Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>

2021-06-06

$BlackBerry(BB)$to the moon!! [龇牙] [鼓掌]

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2021-08-19

Good time to accumulate

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2021-08-07

Thanks for sharing!

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19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想拥有电动汽车股票，需要考虑的 3 张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在什么时间范围内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣投资，下面的三个图表将为您提供一些在投资前值得考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克股票代码：TSLA）去年飙升，随着公开交易名称领域的增长，回报一直不一致。投资者需要为一路上的大量波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>甚至来自特斯拉和<b>Lucid集团</b>（纳斯达克股票代码：LCID）股市在过去两个月出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：NIO）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）销售额一直在快速增长，但其股价自 2021 年 6 月以来出现回落。<b>洛兹敦汽车公司</b>Endurance 全电动工作卡车制造商（纳斯达克股票代码：RIDE）一直在苦苦挣扎，股东今年已经付出了代价。教训是，会有赢家和输家，电动汽车股票走势可能会快速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅看股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去六个月中没有走高，但两家公司的销售额在 2021 年前 9 个月都飙升，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉 2021 年前 9 个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的基础要小得多。由于两家公司的估值都已经很高，最近的市值分别约为 360 亿美元和 480 亿美元，投资者在最近几个月抛售了股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者的图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉报告称，2021 年第三季度利润超过 16 亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪也许是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”（包括插电式混合动力电动汽车）占 11 月份交付的近 10 万辆新能源乘用车的 90% 以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克股票代码：RIVN）最近受到了很多关注，但他们才刚刚开始发货产品；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车能尽快实现盈利，因为它们都在增长销量并扩大产品范围。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</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>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想拥有电动汽车股票，需要考虑的 3 张图表</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\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想拥有电动汽车股票，需要考虑的 3 张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在什么时间范围内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣投资，下面的三个图表将为您提供一些在投资前值得考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克股票代码：TSLA）去年飙升，随着公开交易名称领域的增长，回报一直不一致。投资者需要为一路上的大量波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>甚至来自特斯拉和<b>Lucid集团</b>（纳斯达克股票代码：LCID）股市在过去两个月出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：NIO）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）销售额一直在快速增长，但其股价自 2021 年 6 月以来出现回落。<b>洛兹敦汽车公司</b>Endurance 全电动工作卡车制造商（纳斯达克股票代码：RIDE）一直在苦苦挣扎，股东今年已经付出了代价。教训是，会有赢家和输家，电动汽车股票走势可能会快速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅看股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去六个月中没有走高，但两家公司的销售额在 2021 年前 9 个月都飙升，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉 2021 年前 9 个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的基础要小得多。由于两家公司的估值都已经很高，最近的市值分别约为 360 亿美元和 480 亿美元，投资者在最近几个月抛售了股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者的图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉报告称，2021 年第三季度利润超过 16 亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪也许是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”（包括插电式混合动力电动汽车）占 11 月份交付的近 10 万辆新能源乘用车的 90% 以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克股票代码：RIVN）最近受到了很多关注，但他们才刚刚开始发货产品；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车能尽快实现盈利，因为它们都在增长销量并扩大产品范围。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</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":{"NIO":"蔚来","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏集团","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9,"XPEV":0.9,"RIVN":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699857803,"gmtCreate":1639785229305,"gmtModify":1639785229412,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699857803","repostId":"1113440959","repostType":4,"repost":{"id":"1113440959","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639752802,"share":"https://www.laohunote.com/m/news/1113440959?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:53","market":"us","language":"en","title":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113440959","media":"Tiger Newspress","summary":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown","content":"<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</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>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</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; 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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: 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\">\nEV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7% and General Motors sliding 5%<blockquote>电动汽车股早盘大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，通用汽车下跌 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown&nbsp;Motors&nbsp;sliding&nbsp;6%&nbsp;and General Motors sliding 5%.<img src=\"https://static.tigerbbs.com/cd629a366b9a963976bc2a56e7c34763\" tg-width=\"282\" tg-height=\"468\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股在早盘交易中大幅下跌，Rivian下跌 12%，Lucid Group 下跌 7%，Lordstown Motors 下跌 6%，通用汽车下跌 5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","GM":"通用汽车","RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113440959","content_text":"EV stocks fell sharply in morning trading ,with Rivian sliding 12%,Lucid Group sliding 7%, Lordstown Motors sliding 6% and General Motors sliding 5%.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9,"GM":0.9,"RIDE":0.9}},"isVote":1,"tweetType":1,"viewCount":4075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838175313,"gmtCreate":1629383154632,"gmtModify":1631890079378,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Good time to accumulate","listText":"Good time to accumulate","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838175313","repostId":"1167927608","repostType":4,"repost":{"id":"1167927608","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629379631,"share":"https://www.laohunote.com/m/news/1167927608?lang=zh_CN&edition=full","pubTime":"2021-08-19 21:27","market":"us","language":"en","title":"Stocks open lower as investors assess Fed taper timetable, rising COVID cases<blockquote>由于投资者评估美联储缩减规模时间表和新冠病例增加，股市开盘走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167927608","media":"Tiger Newspress","summary":"(Aug 19) Stocks open lower as investors assess Fed taper timetable, rising COVID cases. \nDow industr","content":"<p>(Aug 19)&nbsp;Stocks open lower as investors assess Fed taper timetable, rising COVID cases.&nbsp;</p><p><blockquote>（8 月 19 日）由于投资者评估美联储缩减规模的时间表和新冠病例不断增加，股市开盘走低。</blockquote></p><p> Dow industrials down 235 points, or 0.7%, at 34,726. S&amp;P 500 down 0.6% at 4,372.80. Nasdaq Composite off 0.5% at 14,455.11.</p><p><blockquote>道琼斯工业平均指数下跌 235 点，跌幅 0.7%，至 34,726 点。标普500下跌 0.6%，至 4,372.80。纳斯达克综合指数下跌 0.5%，至 14,455.11 点。</blockquote></p><p> China concepts stocks sink.&nbsp;Chinese technology stocks sold off, led by some of the country’s Internet giants, after two government ministries said they were likely to impose additional regulations on the sector.</p><p><blockquote>中国概念股下跌。在中国一些互联网巨头的带领下，中国科技股遭到抛售，此前两个政府部门表示可能会对该行业实施额外监管。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/85df42638990df56a73d0f4614462245\" tg-width=\"285\" tg-height=\"776\" referrerpolicy=\"no-referrer\">Fresh data showed that&nbsp;jobless claims fell to a pandemic low&nbsp;of 348,000 last week, suggesting the labor market continues to heal. New jobless claims are down more than 50% since January.</p><p><blockquote>最新数据显示，上周申请失业救济人数降至疫情低点 348,000 人，表明劳动力市场继续复苏。自1月份以来，新申请失业救济人数下降了50%以上。</blockquote></p><p> Stock markets have hit turbulence this week after eking out a series of record highs. Investors broadly remain upbeat about the outlook for share prices, given the rapid pace of earnings growth. But some have grown more cautious, concerned that&nbsp;rising coronavirus cases&nbsp;in the U.S. and elsewhere will dent the global economic recovery at the same time as the Fed is gearing up to&nbsp;rein in its huge bond-buying program.</p><p><blockquote>在创下一系列历史新高后，股市本周陷入动荡。鉴于盈利快速增长，投资者普遍对股价前景保持乐观。但一些人变得更加谨慎，担心美国和其他地方不断上升的冠状病毒病例将削弱全球经济复苏，与此同时，美联储正准备控制其庞大的债券购买计划。</blockquote></p><p> “These things are going to cause market volatility,” said Caroline Simmons, U.K chief investment officer at UBS Global Wealth Management. “People are trying to work out what [the Delta variant] is going to mean: does it mean more lockdowns, is it going to damage growth?”</p><p><blockquote>“瑞银全球财富管理公司英国首席投资官卡罗琳-西蒙斯（Caroline Simmons）说：”这些事情将导致市场波动。“人们正试图弄清楚（德尔塔变异毒株）将意味着什么： 这是否意味着更多的封锁，是否会损害经济增长？”</blockquote></p><p> Commodity producers lost ground ahead of the bell in New York as energy and material prices retreated.Devon Energy,miner Freeport-McMoRan and Occidental Petroleum all fell 3% or more in premarket trading.</p><p><blockquote>随着能源和材料价格回落，大宗商品生产商在纽约盘前下跌.德文能源公司、矿商自由港麦克莫兰公司和西方石油公司在盘前交易中均下跌3%或更多。</blockquote></p><p> A bright spot came fromBath &amp; Body Works,which rose almost 5% after the retailer, formerly known as L Brands, beat analysts’ earnings expectations for the second quarter.Nvidiaadded 1.6% after the graphics-chip maker posted record quarterly profits and sales.</p><p><blockquote>Bath &amp; Body Works 是一个亮点，在这家零售商（前身为 L Brands）第二季度盈利超出分析师预期后，该公司上涨了近 5%。</blockquote></p><p> Broadly, though, investors moved out of assets that are particularly sensitive to the global economic recovery, and into those seen as more sheltered. The dollar, viewed as a haven by money managers, strengthened, pushing the ICE Dollar Index up 0.3% to its highest level since November.</p><p><blockquote>不过，总体而言，投资者正在撤出对全球经济复苏特别敏感的资产，转而投资那些被视为更安全的资产。被基金经理视为避风港的美元走强，推动ICE美元指数上涨0.3%，达到11月以来的最高水平。</blockquote></p><p> Government bonds rallied, pushing down yields. The yield on 10-year Treasury notes slid to 1.242% from 1.273% Wednesday. Yields fall when bond prices rise.</p><p><blockquote>政府债券上涨，推低了收益率。10年期国债收益率从周三的1.273%滑落至1.242%。当债券价格上涨时，收益率会下降。</blockquote></p><p> In another sign of jitters among investors, the Cboe Volatility Index, a gauge of expected swings in the stock market, rose to 23.69. That marked its highest level since May.</p><p><blockquote>投资者紧张的另一个迹象是，衡量股市预期波动的芝加哥期权交易所波动率指数升至 23.69。这是自五月以来的最高水平。</blockquote></p><p> Minutes of the Fed’s July meeting, published Wednesday, revealed an emerging consensus to scale back $120 billion in monthly asset purchases this year. The minutes said several officials favored reducing asset purchases in the coming months to position the Fed to potentially raise interest rates if the economy strengthens further next year.</p><p><blockquote>周三公布的美联储 7 月会议纪要显示，今年每月缩减 1200 亿美元资产购买规模的共识正在形成。会议纪要称，几位官员赞成在未来几个月减少资产购买，以便美联储在明年经济进一步走强的情况下可能加息。</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>Stocks open lower as investors assess Fed taper timetable, rising COVID cases<blockquote>由于投资者评估美联储缩减规模时间表和新冠病例增加，股市开盘走低</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\">\nStocks open lower as investors assess Fed taper timetable, rising COVID cases<blockquote>由于投资者评估美联储缩减规模时间表和新冠病例增加，股市开盘走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-19 21:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug 19)&nbsp;Stocks open lower as investors assess Fed taper timetable, rising COVID cases.&nbsp;</p><p><blockquote>（8 月 19 日）由于投资者评估美联储缩减规模的时间表和新冠病例不断增加，股市开盘走低。</blockquote></p><p> Dow industrials down 235 points, or 0.7%, at 34,726. S&amp;P 500 down 0.6% at 4,372.80. Nasdaq Composite off 0.5% at 14,455.11.</p><p><blockquote>道琼斯工业平均指数下跌 235 点，跌幅 0.7%，至 34,726 点。标普500下跌 0.6%，至 4,372.80。纳斯达克综合指数下跌 0.5%，至 14,455.11 点。</blockquote></p><p> China concepts stocks sink.&nbsp;Chinese technology stocks sold off, led by some of the country’s Internet giants, after two government ministries said they were likely to impose additional regulations on the sector.</p><p><blockquote>中国概念股下跌。在中国一些互联网巨头的带领下，中国科技股遭到抛售，此前两个政府部门表示可能会对该行业实施额外监管。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/85df42638990df56a73d0f4614462245\" tg-width=\"285\" tg-height=\"776\" referrerpolicy=\"no-referrer\">Fresh data showed that&nbsp;jobless claims fell to a pandemic low&nbsp;of 348,000 last week, suggesting the labor market continues to heal. New jobless claims are down more than 50% since January.</p><p><blockquote>最新数据显示，上周申请失业救济人数降至疫情低点 348,000 人，表明劳动力市场继续复苏。自1月份以来，新申请失业救济人数下降了50%以上。</blockquote></p><p> Stock markets have hit turbulence this week after eking out a series of record highs. Investors broadly remain upbeat about the outlook for share prices, given the rapid pace of earnings growth. But some have grown more cautious, concerned that&nbsp;rising coronavirus cases&nbsp;in the U.S. and elsewhere will dent the global economic recovery at the same time as the Fed is gearing up to&nbsp;rein in its huge bond-buying program.</p><p><blockquote>在创下一系列历史新高后，股市本周陷入动荡。鉴于盈利快速增长，投资者普遍对股价前景保持乐观。但一些人变得更加谨慎，担心美国和其他地方不断上升的冠状病毒病例将削弱全球经济复苏，与此同时，美联储正准备控制其庞大的债券购买计划。</blockquote></p><p> “These things are going to cause market volatility,” said Caroline Simmons, U.K chief investment officer at UBS Global Wealth Management. “People are trying to work out what [the Delta variant] is going to mean: does it mean more lockdowns, is it going to damage growth?”</p><p><blockquote>“瑞银全球财富管理公司英国首席投资官卡罗琳-西蒙斯（Caroline Simmons）说：”这些事情将导致市场波动。“人们正试图弄清楚（德尔塔变异毒株）将意味着什么： 这是否意味着更多的封锁，是否会损害经济增长？”</blockquote></p><p> Commodity producers lost ground ahead of the bell in New York as energy and material prices retreated.Devon Energy,miner Freeport-McMoRan and Occidental Petroleum all fell 3% or more in premarket trading.</p><p><blockquote>随着能源和材料价格回落，大宗商品生产商在纽约盘前下跌.德文能源公司、矿商自由港麦克莫兰公司和西方石油公司在盘前交易中均下跌3%或更多。</blockquote></p><p> A bright spot came fromBath &amp; Body Works,which rose almost 5% after the retailer, formerly known as L Brands, beat analysts’ earnings expectations for the second quarter.Nvidiaadded 1.6% after the graphics-chip maker posted record quarterly profits and sales.</p><p><blockquote>Bath &amp; Body Works 是一个亮点，在这家零售商（前身为 L Brands）第二季度盈利超出分析师预期后，该公司上涨了近 5%。</blockquote></p><p> Broadly, though, investors moved out of assets that are particularly sensitive to the global economic recovery, and into those seen as more sheltered. The dollar, viewed as a haven by money managers, strengthened, pushing the ICE Dollar Index up 0.3% to its highest level since November.</p><p><blockquote>不过，总体而言，投资者正在撤出对全球经济复苏特别敏感的资产，转而投资那些被视为更安全的资产。被基金经理视为避风港的美元走强，推动ICE美元指数上涨0.3%，达到11月以来的最高水平。</blockquote></p><p> Government bonds rallied, pushing down yields. The yield on 10-year Treasury notes slid to 1.242% from 1.273% Wednesday. Yields fall when bond prices rise.</p><p><blockquote>政府债券上涨，推低了收益率。10年期国债收益率从周三的1.273%滑落至1.242%。当债券价格上涨时，收益率会下降。</blockquote></p><p> In another sign of jitters among investors, the Cboe Volatility Index, a gauge of expected swings in the stock market, rose to 23.69. That marked its highest level since May.</p><p><blockquote>投资者紧张的另一个迹象是，衡量股市预期波动的芝加哥期权交易所波动率指数升至 23.69。这是自五月以来的最高水平。</blockquote></p><p> Minutes of the Fed’s July meeting, published Wednesday, revealed an emerging consensus to scale back $120 billion in monthly asset purchases this year. The minutes said several officials favored reducing asset purchases in the coming months to position the Fed to potentially raise interest rates if the economy strengthens further next year.</p><p><blockquote>周三公布的美联储 7 月会议纪要显示，今年每月缩减 1200 亿美元资产购买规模的共识正在形成。会议纪要称，几位官员赞成在未来几个月减少资产购买，以便美联储在明年经济进一步走强的情况下可能加息。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167927608","content_text":"(Aug 19) Stocks open lower as investors assess Fed taper timetable, rising COVID cases. \nDow industrials down 235 points, or 0.7%, at 34,726. S&P 500 down 0.6% at 4,372.80. Nasdaq Composite off 0.5% at 14,455.11.\nChina concepts stocks sink. Chinese technology stocks sold off, led by some of the country’s Internet giants, after two government ministries said they were likely to impose additional regulations on the sector.\nFresh data showed that jobless claims fell to a pandemic low of 348,000 last week, suggesting the labor market continues to heal. New jobless claims are down more than 50% since January.\nStock markets have hit turbulence this week after eking out a series of record highs. Investors broadly remain upbeat about the outlook for share prices, given the rapid pace of earnings growth. But some have grown more cautious, concerned that rising coronavirus cases in the U.S. and elsewhere will dent the global economic recovery at the same time as the Fed is gearing up to rein in its huge bond-buying program.\n“These things are going to cause market volatility,” said Caroline Simmons, U.K chief investment officer at UBS Global Wealth Management. “People are trying to work out what [the Delta variant] is going to mean: does it mean more lockdowns, is it going to damage growth?”\nCommodity producers lost ground ahead of the bell in New York as energy and material prices retreated.Devon Energy,miner Freeport-McMoRan and Occidental Petroleum all fell 3% or more in premarket trading.\nA bright spot came fromBath & Body Works,which rose almost 5% after the retailer, formerly known as L Brands, beat analysts’ earnings expectations for the second quarter.Nvidiaadded 1.6% after the graphics-chip maker posted record quarterly profits and sales.\nBroadly, though, investors moved out of assets that are particularly sensitive to the global economic recovery, and into those seen as more sheltered. The dollar, viewed as a haven by money managers, strengthened, pushing the ICE Dollar Index up 0.3% to its highest level since November.\nGovernment bonds rallied, pushing down yields. The yield on 10-year Treasury notes slid to 1.242% from 1.273% Wednesday. Yields fall when bond prices rise.\nIn another sign of jitters among investors, the Cboe Volatility Index, a gauge of expected swings in the stock market, rose to 23.69. That marked its highest level since May.\nMinutes of the Fed’s July meeting, published Wednesday, revealed an emerging consensus to scale back $120 billion in monthly asset purchases this year. The minutes said several officials favored reducing asset purchases in the coming months to position the Fed to potentially raise interest rates if the economy strengthens further next year.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897252903,"gmtCreate":1628928216102,"gmtModify":1631883828364,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"I've faith in&nbsp;<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>[强]&nbsp;","listText":"I've faith in&nbsp;<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>[强]&nbsp;","text":"I've faith in $Micron Technology(MU)$[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897252903","repostId":"1101274827","repostType":4,"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891233872,"gmtCreate":1628390346996,"gmtModify":1631890079381,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Doubt so..","listText":"Doubt so..","text":"Doubt so..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891233872","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Motley Fool</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.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891076318,"gmtCreate":1628311793934,"gmtModify":1631890079386,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Thanks for sharing!","listText":"Thanks for sharing!","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891076318","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803900979,"gmtCreate":1627398957991,"gmtModify":1631890079389,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"weird phenomena...","listText":"weird phenomena...","text":"weird phenomena...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803900979","repostId":"809493657","repostType":1,"repost":{"id":809493657,"gmtCreate":1627384774479,"gmtModify":1633765530386,"author":{"id":"3562498882012320","authorId":"3562498882012320","name":"Fartyclown","avatar":"https://static.tigerbbs.com/98da8c7130a89aa96f8dfc0e63f22fd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562498882012320","authorIdStr":"3562498882012320"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Every time the earning report&nbsp;comes out it falls.If only Elon can do push his own company stocks more than bitcoin.&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Every time the earning report&nbsp;comes out it falls.If only Elon can do push his own company stocks more than bitcoin.&nbsp;","text":"$Tesla Motors(TSLA)$Every time the earning report comes out it falls.If only Elon can do push his own company stocks more than bitcoin.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809493657","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170180361,"gmtCreate":1626412073553,"gmtModify":1631890079395,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Great insights, except that the market is running contrary to everyone's expectations now. Maybe doomsday won't happen at all","listText":"Great insights, except that the market is running contrary to everyone's expectations now. Maybe doomsday won't happen at all","text":"Great insights, except that the market is running contrary to everyone's expectations now. Maybe doomsday won't happen at all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170180361","repostId":"1131457770","repostType":4,"isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147560218,"gmtCreate":1626364439534,"gmtModify":1631890079397,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Uh... The title of this post and the last para are conflicting?&nbsp;[汗颜]&nbsp;","listText":"Uh... The title of this post and the last para are conflicting?&nbsp;[汗颜]&nbsp;","text":"Uh... The title of this post and the last para are conflicting? [汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147560218","repostId":"2151269095","repostType":4,"isVote":1,"tweetType":1,"viewCount":2942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147848045,"gmtCreate":1626352801087,"gmtModify":1631890079403,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147848045","repostId":"1140240161","repostType":4,"repost":{"id":"1140240161","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626352521,"share":"https://www.laohunote.com/m/news/1140240161?lang=zh_CN&edition=full","pubTime":"2021-07-15 20:35","market":"us","language":"en","title":"U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周申请失业救济人数总计36万人，符合预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140240161","media":"Tiger Newspress","summary":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic","content":"<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p><p><blockquote>随着新失业率进一步放缓，每周新申请失业救济人数降至2020年3月以来的最低水平，接近大流行前的水平。</blockquote></p><p> The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国东部时间周四上午 8:30，美国劳工部发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p> <ul>  <li><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p><p><blockquote><ul><li><b>截至 7 月 10 日当周首次申请失业救济人数：</b>360,000 人，而预期为 350,000 人，前一周为 373,000 人</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p><p><blockquote><li><b>截至 7 月 3 日当周的持续索赔：</b>324.1 万人，而前一周预期为 330 万人，333.9 万人</li></blockquote></p><p></li> </ul> Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p><p><blockquote>首次申请失业救济人数延续了长达数月的下降趋势，并连续第三周低于具有重要心理意义的 40 万人水平。去年 7 月中旬的可比一周，新申请总数为 150 万份。</blockquote></p><p> Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p><p><blockquote>市场对索赔消息反应不大，股市期货走低，政府债券收益率在索赔消息发布后小幅下降。</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>U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周申请失业救济人数总计36万人，符合预期</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\">\nU.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周申请失业救济人数总计36万人，符合预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-15 20:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p><p><blockquote>随着新失业率进一步放缓，每周新申请失业救济人数降至2020年3月以来的最低水平，接近大流行前的水平。</blockquote></p><p> The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国东部时间周四上午 8:30，美国劳工部发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p> <ul>  <li><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p><p><blockquote><ul><li><b>截至 7 月 10 日当周首次申请失业救济人数：</b>360,000 人，而预期为 350,000 人，前一周为 373,000 人</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p><p><blockquote><li><b>截至 7 月 3 日当周的持续索赔：</b>324.1 万人，而前一周预期为 330 万人，333.9 万人</li></blockquote></p><p></li> </ul> Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p><p><blockquote>首次申请失业救济人数延续了长达数月的下降趋势，并连续第三周低于具有重要心理意义的 40 万人水平。去年 7 月中旬的可比一周，新申请总数为 150 万份。</blockquote></p><p> Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p><p><blockquote>市场对索赔消息反应不大，股市期货走低，政府债券收益率在索赔消息发布后小幅下降。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140240161","content_text":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.\nThe Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:\n\nInitial jobless claims, week ended July 10:360,000 vs. 350,000 expected and 373,000 during prior week\nContinuing claims, week ended July 3:3.241 million vs. 3.300 million expected and 3.339 million during prior week\n\nInitial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.\nMarkets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147370163,"gmtCreate":1626337823052,"gmtModify":1631890079403,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯","listText":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯","text":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/147370163","repostId":"1199986106","repostType":4,"repost":{"id":"1199986106","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626336201,"share":"https://www.laohunote.com/m/news/1199986106?lang=zh_CN&edition=full","pubTime":"2021-07-15 16:03","market":"us","language":"en","title":"TSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199986106","media":"Tiger Newspress","summary":"TSMC shares fell nearly 3% in premarket trading.\nTaiwan Semiconductor Manufacturing Co. reported an ","content":"<p>TSMC&nbsp;shares fell&nbsp;nearly 3% in premarket&nbsp;trading.</p><p><blockquote>台积电股价在盘前交易中下跌近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39144cc7b27d38adf552b552e51d9eb2\" tg-width=\"1293\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p><p><blockquote><a href=\"https://laohu8.com/S/TSM\">台积电</a>公司公布的季度利润增长了 11%，这凸显了该公司如何从全球芯片短缺中受益，全球芯片短缺推动了汽车和其他行业的订单增加。</blockquote></p><p> Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p><p><blockquote>截至 6 月的季度净利润升至新台币 1344 亿元（48 亿美元），略低于分析师平均预期的新台币 1361.5 亿元。根据之前公布的月度销售数据，营收为新台币3721.5亿元。</blockquote></p><p> On Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.</p><p><blockquote>周四，台积电在分析师看涨期权上表示，从本季度开始，其客户的汽车芯片短缺将逐渐减少，但预计整体半导体产能紧张可能会延续到明年。</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>TSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</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\">\nTSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-15 16:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC&nbsp;shares fell&nbsp;nearly 3% in premarket&nbsp;trading.</p><p><blockquote>台积电股价在盘前交易中下跌近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39144cc7b27d38adf552b552e51d9eb2\" tg-width=\"1293\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p><p><blockquote><a href=\"https://laohu8.com/S/TSM\">台积电</a>公司公布的季度利润增长了 11%，这凸显了该公司如何从全球芯片短缺中受益，全球芯片短缺推动了汽车和其他行业的订单增加。</blockquote></p><p> Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p><p><blockquote>截至 6 月的季度净利润升至新台币 1344 亿元（48 亿美元），略低于分析师平均预期的新台币 1361.5 亿元。根据之前公布的月度销售数据，营收为新台币3721.5亿元。</blockquote></p><p> On Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.</p><p><blockquote>周四，台积电在分析师看涨期权上表示，从本季度开始，其客户的汽车芯片短缺将逐渐减少，但预计整体半导体产能紧张可能会延续到明年。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199986106","content_text":"TSMC shares fell nearly 3% in premarket trading.\nTaiwan Semiconductor Manufacturing Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.\nNet income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.\nOn Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144349928,"gmtCreate":1626269917364,"gmtModify":1631890079406,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144349928","repostId":"1122284181","repostType":2,"repost":{"id":"1122284181","kind":"news","pubTimestamp":1626221830,"share":"https://www.laohunote.com/m/news/1122284181?lang=zh_CN&edition=full","pubTime":"2021-07-14 08:17","market":"us","language":"en","title":"Cramer: The News About Apple Is All Wrong<blockquote>克莱默：关于苹果的消息都是错误的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122284181","media":"The Street","summary":"Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the","content":"<p>  Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.  Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.</p><p><blockquote>吉姆·克莱默（Jim Cramer）在《真实货币》（Real Money）上写道，依赖评论员对苹果的评价并不是依赖苹果的方法。苹果（<b>苹果</b>TheStreet 的吉姆-克莱默（Jim Cramer）在最近的一篇真钱专栏文章中解释说，Get Report 是新闻媒体最喜欢审查的公司之一，这既能给投资者带来困惑，也能给他们带来清晰的认识。</blockquote></p><p> Cramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.</p><p><blockquote>克莱默研究了许多投资者如何以及为什么错过了在 3 月份以 116 美元的底价买入苹果的机会，但现在却以更高的价格买入。</blockquote></p><p> Apple shares are up nearly 10% in the past three months, and ended last week at $145.11</p><p><blockquote>苹果股价在过去三个月上涨了近 10%，上周收于 145.11 美元</blockquote></p><p> “Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.</p><p><blockquote>“克莱默写道：”我对突然有人在股票突破时买入感到震惊，于是我决定回去看看突破情况，看看你是否能发现底部，这是今年在这家令人惊叹的公司股票跌落悬崖时买入的机会。</blockquote></p><p> Cramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.</p><p><blockquote>克莱默发现，媒体关注有关订单量等问题的未经证实的报道，加上苹果本身的神秘性，有助于制造人们对一家股票实际上即将上涨的公司的困惑和怀疑。</blockquote></p><p> “Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.</p><p><blockquote>“以下是苹果触底当天一些重要出版物的一些标题样本：'苹果跌至 3 个月低点，熊市在望'。或者这篇怎么样：'苹果股价有创下 11 月以来最低收盘价的危险'，”克莱默写道。</blockquote></p><p> Cramer looks at how numerous commentators missed the signs of opportunity.</p><p><blockquote>克莱默着眼于无数评论员是如何错过机会的迹象的。</blockquote></p><p> “Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.</p><p><blockquote>“苹果以不允许公司谈论与该公司的订单或业务而闻名，这使得人们很难了解该公司的经营情况，至少供应商是这么认为的。但这并不能阻止媒体的尝试，”他写道。</blockquote></p><p> He suggests that banking on what commentators say is not the way to make bank on Apple.</p><p><blockquote>他认为，依赖评论员的言论并不是依赖苹果的方法。</blockquote></p><p> “What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.</p><p><blockquote>“重要的是：你得到了一个机会。然而，这个机会是如此难以把握，以至于它不断提醒我们，不值得围绕不同的评论和所谓的新闻进行苹果交易。最好还是像往常一样，持有股票，”克莱默写道。</blockquote></p><p></p>","source":"lsy1610613172068","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>Cramer: The News About Apple Is All Wrong<blockquote>克莱默：关于苹果的消息都是错误的</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\">\nCramer: The News About Apple Is All Wrong<blockquote>克莱默：关于苹果的消息都是错误的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-14 08:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.  Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.</p><p><blockquote>吉姆·克莱默（Jim Cramer）在《真实货币》（Real Money）上写道，依赖评论员对苹果的评价并不是依赖苹果的方法。苹果（<b>苹果</b>TheStreet 的吉姆-克莱默（Jim Cramer）在最近的一篇真钱专栏文章中解释说，Get Report 是新闻媒体最喜欢审查的公司之一，这既能给投资者带来困惑，也能给他们带来清晰的认识。</blockquote></p><p> Cramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.</p><p><blockquote>克莱默研究了许多投资者如何以及为什么错过了在 3 月份以 116 美元的底价买入苹果的机会，但现在却以更高的价格买入。</blockquote></p><p> Apple shares are up nearly 10% in the past three months, and ended last week at $145.11</p><p><blockquote>苹果股价在过去三个月上涨了近 10%，上周收于 145.11 美元</blockquote></p><p> “Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.</p><p><blockquote>“克莱默写道：”我对突然有人在股票突破时买入感到震惊，于是我决定回去看看突破情况，看看你是否能发现底部，这是今年在这家令人惊叹的公司股票跌落悬崖时买入的机会。</blockquote></p><p> Cramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.</p><p><blockquote>克莱默发现，媒体关注有关订单量等问题的未经证实的报道，加上苹果本身的神秘性，有助于制造人们对一家股票实际上即将上涨的公司的困惑和怀疑。</blockquote></p><p> “Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.</p><p><blockquote>“以下是苹果触底当天一些重要出版物的一些标题样本：'苹果跌至 3 个月低点，熊市在望'。或者这篇怎么样：'苹果股价有创下 11 月以来最低收盘价的危险'，”克莱默写道。</blockquote></p><p> Cramer looks at how numerous commentators missed the signs of opportunity.</p><p><blockquote>克莱默着眼于无数评论员是如何错过机会的迹象的。</blockquote></p><p> “Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.</p><p><blockquote>“苹果以不允许公司谈论与该公司的订单或业务而闻名，这使得人们很难了解该公司的经营情况，至少供应商是这么认为的。但这并不能阻止媒体的尝试，”他写道。</blockquote></p><p> He suggests that banking on what commentators say is not the way to make bank on Apple.</p><p><blockquote>他认为，依赖评论员的言论并不是依赖苹果的方法。</blockquote></p><p> “What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.</p><p><blockquote>“重要的是：你得到了一个机会。然而，这个机会是如此难以把握，以至于它不断提醒我们，不值得围绕不同的评论和所谓的新闻进行苹果交易。最好还是像往常一样，持有股票，”克莱默写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong\">The Street</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122284181","content_text":"Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n\nApple (AAPL) -Get Report is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.\nCramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.\nApple shares are up nearly 10% in the past three months, and ended last week at $145.11\n“Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.\nCramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.\n“Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.\nCramer looks at how numerous commentators missed the signs of opportunity.\n“Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.\nHe suggests that banking on what commentators say is not the way to make bank on Apple.\n“What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158301229,"gmtCreate":1625127268662,"gmtModify":1633944505231,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"We&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>you could do it!&nbsp;[龇牙]&nbsp;","listText":"We&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>you could do it!&nbsp;[龇牙]&nbsp;","text":"We $NIO Inc.(NIO)$you could do it! [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158301229","repostId":"1114101721","repostType":4,"repost":{"id":"1114101721","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625126532,"share":"https://www.laohunote.com/m/news/1114101721?lang=zh_CN&edition=full","pubTime":"2021-07-01 16:02","market":"us","language":"en","title":"NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% YOY<blockquote>蔚来2021年6月交付8,083辆汽车，同比增长116.1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114101721","media":"Tiger Newspress","summary":"NIO delivered 21,896 vehicles in the three months ended June 2021, increasing by 111.9% year-over-year. Cumulative deliveries of the ES8, ES6 and EC6 as of June 30, 2021 reached 117,597. NIO Inc., a pioneer and a leading manufacturer of premium smart electric vehicles in China, today announced its June and second quarter 2021 delivery results.NIO delivered 8,083 vehicles in June 2021, a new monthly record representing a robust 116.1% year-over-year growth. The deliveries consisted of 1,498 ES8s,","content":"<p><ul>  <li><b><i>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year</i></b></li>  <li><b><i>NIO delivered 21,896 vehicles in the three months ended June 2021, increasing by 111.9% year-over-year</i></b></li>  <li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of June 30, 2021 reached 117,597</i></b></li> </ul> NIO Inc., a pioneer and a leading manufacturer of premium smart electric vehicles in China, today announced its June and second quarter 2021 delivery results.</p><p><blockquote><ul><li><b><i>2021年6月，蔚来交付汽车8,083辆，同比增长116.1%</i></b></li><li><b><i>截至二零二一年六月三个月，蔚来交付21,896辆汽车，同比增长111.9%</i></b></li><li><b><i>截至2021年6月30日，ES8、ES6和EC6的累计交付量达到117,597辆</i></b></li></ul>蔚来是中国高端智能电动汽车的先驱和领先制造商，今天公布了2021年6月和第二季度的交付业绩。</blockquote></p><p> NIO delivered 8,083 vehicles in June 2021, a new monthly record representing a robust 116.1% year-over-year growth. The deliveries consisted of 1,498 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,755 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,830 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 21,896 vehicles in the three months ended June 2021, a new quarterly record representing a strong increase of 111.9% year-over-year. As of June 30, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 117,597 vehicles.</p><p><blockquote>蔚来在2021年6月交付了8,083辆汽车，创下了新的月度记录，同比强劲增长116.1%。交付的车辆包括 1498 辆 ES8（该公司的六座或七座旗舰高端智能电动 SUV）、3755 辆 ES6（该公司的五座高性能高端智能电动 SUV）和 2830 辆 EC6（该公司的五座高端智能电动轿跑车 SUV）。截至2021年6月的三个月，蔚来交付了21,896辆汽车，创下新的季度记录，同比强劲增长111.9%。截至2021年6月30日，ES8、ES6和EC6的累计交付量达到117,597辆。</blockquote></p><p> NIO&nbsp;stock&nbsp;rose&nbsp;0.7%&nbsp;in premarket trading.</p><p><blockquote>蔚来股价在盘前交易中上涨 0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/649d5139ca369d18c052a809e36398a5\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% YOY<blockquote>蔚来2021年6月交付8,083辆汽车，同比增长116.1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO delivered 8,083 vehicles in June 2021, increasing by 116.1% YOY<blockquote>蔚来2021年6月交付8,083辆汽车，同比增长116.1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-01 16:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li><b><i>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year</i></b></li>  <li><b><i>NIO delivered 21,896 vehicles in the three months ended June 2021, increasing by 111.9% year-over-year</i></b></li>  <li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of June 30, 2021 reached 117,597</i></b></li> </ul> NIO Inc., a pioneer and a leading manufacturer of premium smart electric vehicles in China, today announced its June and second quarter 2021 delivery results.</p><p><blockquote><ul><li><b><i>2021年6月，蔚来交付汽车8,083辆，同比增长116.1%</i></b></li><li><b><i>截至二零二一年六月三个月，蔚来交付21,896辆汽车，同比增长111.9%</i></b></li><li><b><i>截至2021年6月30日，ES8、ES6和EC6的累计交付量达到117,597辆</i></b></li></ul>蔚来是中国高端智能电动汽车的先驱和领先制造商，今天公布了2021年6月和第二季度的交付业绩。</blockquote></p><p> NIO delivered 8,083 vehicles in June 2021, a new monthly record representing a robust 116.1% year-over-year growth. The deliveries consisted of 1,498 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,755 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,830 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 21,896 vehicles in the three months ended June 2021, a new quarterly record representing a strong increase of 111.9% year-over-year. As of June 30, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 117,597 vehicles.</p><p><blockquote>蔚来在2021年6月交付了8,083辆汽车，创下了新的月度记录，同比强劲增长116.1%。交付的车辆包括 1498 辆 ES8（该公司的六座或七座旗舰高端智能电动 SUV）、3755 辆 ES6（该公司的五座高性能高端智能电动 SUV）和 2830 辆 EC6（该公司的五座高端智能电动轿跑车 SUV）。截至2021年6月的三个月，蔚来交付了21,896辆汽车，创下新的季度记录，同比强劲增长111.9%。截至2021年6月30日，ES8、ES6和EC6的累计交付量达到117,597辆。</blockquote></p><p> NIO&nbsp;stock&nbsp;rose&nbsp;0.7%&nbsp;in premarket trading.</p><p><blockquote>蔚来股价在盘前交易中上涨 0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/649d5139ca369d18c052a809e36398a5\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114101721","content_text":"NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year\nNIO delivered 21,896 vehicles in the three months ended June 2021, increasing by 111.9% year-over-year\nCumulative deliveries of the ES8, ES6 and EC6 as of June 30, 2021 reached 117,597\n\nNIO Inc., a pioneer and a leading manufacturer of premium smart electric vehicles in China, today announced its June and second quarter 2021 delivery results.\nNIO delivered 8,083 vehicles in June 2021, a new monthly record representing a robust 116.1% year-over-year growth. The deliveries consisted of 1,498 ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 3,755 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,830 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 21,896 vehicles in the three months ended June 2021, a new quarterly record representing a strong increase of 111.9% year-over-year. As of June 30, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 117,597 vehicles.\nNIO stock rose 0.7% in premarket trading.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151160168,"gmtCreate":1625067769354,"gmtModify":1633945189100,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Reach TP of $72? NIO problem! [强]&nbsp;","listText":"Reach TP of $72? NIO problem! [强]&nbsp;","text":"Reach TP of $72? NIO problem! [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151160168","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://www.laohunote.com/m/news/1121473384?lang=zh_CN&edition=full","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</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 NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</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 NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-30 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151187579,"gmtCreate":1625067750491,"gmtModify":1633945189427,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Reach TP of $72? NIO problem!&nbsp;[强]&nbsp;","listText":"Reach TP of $72? NIO problem!&nbsp;[强]&nbsp;","text":"Reach TP of $72? NIO problem! [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151187579","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://www.laohunote.com/m/news/1121473384?lang=zh_CN&edition=full","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</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 NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</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 NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-30 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159202791,"gmtCreate":1624967818113,"gmtModify":1633946441960,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>to DA moon![梭哈]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>to DA moon![梭哈]&nbsp;","text":"$NVIDIA Corp(NVDA)$to DA moon![梭哈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159202791","repostId":"2146388793","repostType":4,"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150897317,"gmtCreate":1624891964539,"gmtModify":1633947373673,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> you at the moon!","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> you at the moon!","text":"$Sea Ltd(SE)$ you at the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150897317","repostId":"2146002845","repostType":4,"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124534449,"gmtCreate":1624771585381,"gmtModify":1633948771907,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Good analysis! I lean toward&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[比心]&nbsp;","listText":"Good analysis! I lean toward&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>[比心]&nbsp;","text":"Good analysis! I lean toward $NIO Inc.(NIO)$[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124534449","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohunote.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机，它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020 年，中国购买了全球 41% 的电动汽车。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架，这里的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：野马 Mach-E SUV。2022 年，福特将开始销售全电动 F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于前期折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩，为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息，自 2014 年以来，电动汽车的电池成本已下降 70%，并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作，从长远来看，它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车，其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓，将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，堪称天才。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</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\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</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>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机，它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020 年，中国购买了全球 41% 的电动汽车。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架，这里的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：野马 Mach-E SUV。2022 年，福特将开始销售全电动 F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于前期折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩，为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息，自 2014 年以来，电动汽车的电池成本已下降 70%，并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作，从长远来看，它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车，其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓，将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，堪称天才。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124027184,"gmtCreate":1624710352148,"gmtModify":1633949380587,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"BABA to the moon!","listText":"BABA to the moon!","text":"BABA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124027184","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115366863,"gmtCreate":1622952204452,"gmtModify":1634096638580,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>to the moon!!&nbsp;[龇牙]&nbsp;[鼓掌]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>to the moon!!&nbsp;[龇牙]&nbsp;[鼓掌]&nbsp;","text":"$BlackBerry(BB)$to the moon!! [龇牙] [鼓掌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115366863","repostId":"1128534499","repostType":4,"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":159202791,"gmtCreate":1624967818113,"gmtModify":1633946441960,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>to DA moon![梭哈]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>to DA moon![梭哈]&nbsp;","text":"$NVIDIA Corp(NVDA)$to DA moon![梭哈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159202791","repostId":"2146388793","repostType":4,"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147370163,"gmtCreate":1626337823052,"gmtModify":1631890079403,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯","listText":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯","text":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well 🤯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/147370163","repostId":"1199986106","repostType":4,"repost":{"id":"1199986106","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626336201,"share":"https://www.laohunote.com/m/news/1199986106?lang=zh_CN&edition=full","pubTime":"2021-07-15 16:03","market":"us","language":"en","title":"TSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199986106","media":"Tiger Newspress","summary":"TSMC shares fell nearly 3% in premarket trading.\nTaiwan Semiconductor Manufacturing Co. reported an ","content":"<p>TSMC&nbsp;shares fell&nbsp;nearly 3% in premarket&nbsp;trading.</p><p><blockquote>台积电股价在盘前交易中下跌近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39144cc7b27d38adf552b552e51d9eb2\" tg-width=\"1293\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p><p><blockquote><a href=\"https://laohu8.com/S/TSM\">台积电</a>公司公布的季度利润增长了 11%，这凸显了该公司如何从全球芯片短缺中受益，全球芯片短缺推动了汽车和其他行业的订单增加。</blockquote></p><p> Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p><p><blockquote>截至 6 月的季度净利润升至新台币 1344 亿元（48 亿美元），略低于分析师平均预期的新台币 1361.5 亿元。根据之前公布的月度销售数据，营收为新台币3721.5亿元。</blockquote></p><p> On Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.</p><p><blockquote>周四，台积电在分析师看涨期权上表示，从本季度开始，其客户的汽车芯片短缺将逐渐减少，但预计整体半导体产能紧张可能会延续到明年。</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>TSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</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\">\nTSMC shares fell nearly 3% in premarket trading.<blockquote>台积电股价在盘前交易中下跌近3%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-15 16:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC&nbsp;shares fell&nbsp;nearly 3% in premarket&nbsp;trading.</p><p><blockquote>台积电股价在盘前交易中下跌近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39144cc7b27d38adf552b552e51d9eb2\" tg-width=\"1293\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p><p><blockquote><a href=\"https://laohu8.com/S/TSM\">台积电</a>公司公布的季度利润增长了 11%，这凸显了该公司如何从全球芯片短缺中受益，全球芯片短缺推动了汽车和其他行业的订单增加。</blockquote></p><p> Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p><p><blockquote>截至 6 月的季度净利润升至新台币 1344 亿元（48 亿美元），略低于分析师平均预期的新台币 1361.5 亿元。根据之前公布的月度销售数据，营收为新台币3721.5亿元。</blockquote></p><p> On Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.</p><p><blockquote>周四，台积电在分析师看涨期权上表示，从本季度开始，其客户的汽车芯片短缺将逐渐减少，但预计整体半导体产能紧张可能会延续到明年。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199986106","content_text":"TSMC shares fell nearly 3% in premarket trading.\nTaiwan Semiconductor Manufacturing Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.\nNet income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.\nOn Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151160168,"gmtCreate":1625067769354,"gmtModify":1633945189100,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Reach TP of $72? NIO problem! [强]&nbsp;","listText":"Reach TP of $72? NIO problem! [强]&nbsp;","text":"Reach TP of $72? NIO problem! [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151160168","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://www.laohunote.com/m/news/1121473384?lang=zh_CN&edition=full","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</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 NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</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 NIO Stock Is Moving Higher Today<blockquote>为什么蔚来股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-30 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p><p><blockquote>华尔街的乐观言论提高了蔚来汽车 6 月份销售报告之前的预期。</blockquote></p><p> Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p><p><blockquote>中国电动汽车制造商的股票<b>蔚来</b>（纽约证券交易所股票代码：NIO）在周三早盘交易中走高，此前一位华尔街分析师上调了该银行对该股的目标价。</blockquote></p><p> As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p><p><blockquote>截至美国东部时间上午 11:35，蔚来汽车美国存托股票较周二收盘价上涨约 5.9%。</blockquote></p><p> In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p><p><blockquote>在周二下午发布的一份说明中。花旗银行分析师 Jeff Chung 将蔚来的目标股价从 58.30 美元上调至 72 美元，同时重申了他之前对该股的买入评级。</blockquote></p><p> Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p><p><blockquote>Chung 写道，他预计蔚来 6 月份将报告“强劲的出货量”，他认为随后 2021 年第三和第四季度将实现环比增长。他现在预计蔚来将在 2021 年交付 93,000 辆汽车，高于他之前预计的 90,000 辆，并上调了 2022 年和 2024 年的预测，同时还提高了蔚来汽车股票的目标市盈率。</blockquote></p><p> NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p><p><blockquote>蔚来通常会在月底后不久公布月度交付量，这意味着我们最早可以在周四上午看到蔚来汽车 6 月份的业绩。该公司本月早些时候重申了其指引，评级第二季度的总交付量在 21,000 至 22,000 辆之间。截至 5 月底，尽管电脑芯片短缺导致生产中断，但该公司仍交付了 13,183 辆汽车。</blockquote></p><p> Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p><p><blockquote>蔚来会跑赢自己的指引吗？我认为这是可能的，但考虑到持续的芯片短缺问题，不太可能。然而，如果其 6 月份的业绩使其第二季度总额处于指导范围的高端，我不会感到惊讶。我们一两天后就会知道。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150897317,"gmtCreate":1624891964539,"gmtModify":1633947373673,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> you at the moon!","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> you at the moon!","text":"$Sea Ltd(SE)$ you at the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/150897317","repostId":"2146002845","repostType":4,"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897252903,"gmtCreate":1628928216102,"gmtModify":1631883828364,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"I've faith in&nbsp;<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>[强]&nbsp;","listText":"I've faith in&nbsp;<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>[强]&nbsp;","text":"I've faith in $Micron Technology(MU)$[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897252903","repostId":"1101274827","repostType":4,"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891233872,"gmtCreate":1628390346996,"gmtModify":1631890079381,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Doubt so..","listText":"Doubt so..","text":"Doubt so..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891233872","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Motley Fool</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.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115366863,"gmtCreate":1622952204452,"gmtModify":1634096638580,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>to the moon!!&nbsp;[龇牙]&nbsp;[鼓掌]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>to the moon!!&nbsp;[龇牙]&nbsp;[鼓掌]&nbsp;","text":"$BlackBerry(BB)$to the moon!! [龇牙] [鼓掌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115366863","repostId":"1128534499","repostType":4,"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838175313,"gmtCreate":1629383154632,"gmtModify":1631890079378,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Good time to accumulate","listText":"Good time to accumulate","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838175313","repostId":"1167927608","repostType":4,"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891076318,"gmtCreate":1628311793934,"gmtModify":1631890079386,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://static.tigerbbs.com/69f3942a1d47915db351fbfe63dc2c5e","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555995243932378","idStr":"3555995243932378"},"themes":[],"title":"","htmlText":"Thanks for sharing!","listText":"Thanks for sharing!","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891076318","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}