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2021-12-22

Alibaba[smile]

Why Sea Limited Stock Popped 10.82% Higher Today<blockquote>为什么 Sea Limited 股票今天上涨 10.82%</blockquote>

2021-10-18

Tigr growth rate is still more than 100%. Yoy. Remember that.

抱歉，原内容已删除

2021-08-05

[得意]

抱歉，原内容已删除

2021-07-18

[财迷]

@牛唐:医药板块速评（2021.07.16）

2021-07-12

[微笑]

@市值观察:再度面临核心出走，中芯国际还能稳得住吗

2021-07-02

[微笑] //@小镇做T家: $维珍银河(SPCE)$维珍的方案牛逼在哪里呢？很多人不知道。这艘飞船即便失去动力，也能靠自身优秀的空气动力学特征滑翔回地面，基本没有摔死的可能（其他竞争对手的飞船失去动力就意味着100%死亡率），所以如果你有经济实力想上太空，你会选择哪家？

@小镇做T家:维珍银河可以上车了！$维珍银河(SPCE)$去年12月份的时候，我写文章深度分析这家公司，结论是维珍无论是技术方案还是商业模式，对其他太空旅行公司（蓝色起源、SpaceX、俄航天局）基本是降维打击，因为只有维珍银河的方案可以实现太空旅行在价格上的“白菜价”化以及安全上的“高安全边际”化。目前维珍已经拿到全球第一个民营航天发射许可，在商业化层面，已经遥遥领先竞争对手。目前市值只有113亿美元，可以说每次回调都是上车机会。

2021-06-16

[开心]

抱歉，原内容已删除

2021-06-14

[开心]

抱歉，原内容已删除

2021-06-13

$Altimeter Growth Corp.(AGC)$[财迷]

2021-06-12

[微笑]

抱歉，原内容已删除

2021-06-12

[开心]

AMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders<blockquote>由于模因股票交易员，对冲基金的 AMC 押注瓦解</blockquote>

2021-06-08

Nio guys

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2021-06-07

[财迷]

抱歉，原内容已删除

2021-06-06

[微笑]

抱歉，原内容已删除

2021-06-06

Why not. Market it still relatively small compared to futu

@Visology:$Tiger Brokers(TIGR)$ can it hit $35?

2021-06-06

Ttm

抱歉，原内容已删除

2021-06-04

[微笑]

抱歉，原内容已删除

2021-06-01

[得意]

JD Logistics rises on inclusion in Hang Seng Composite Index<blockquote>京东物流纳入恒生综合指数股价上涨</blockquote>

2021-05-31

Fomo if coming again

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2021-05-29

Latest earning still growing revenue more than 100% [愤怒]

抱歉，原内容已删除

去老虎APP查看更多动态

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This is more a re","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of e-commerce giant&nbsp;<b>Sea Limited</b>(NYSE:SE)were up 10.82% today. This is more a relief rally than anything else.</p><p><blockquote>电子商务巨头的股票<b>海有限公司</b>（纽约证券交易所股票代码：SE）今天上涨10.82%。这更像是一场救济集会。</blockquote></p><p> Sea has been dragged down along with other high-octane growth stocks since news of the omicron variant hit a month ago. Even after today's pop, Sea stock is&nbsp;down some 30% in the last month, erasing what was up until November a nearly 80% year-to-date return in 2021.</p><p><blockquote>自一个月前奥密克戎变种的消息传出以来，Sea 与其他高辛烷值成长型股票一起被拖累。即使在今天的飙升之后，Sea 股票在上个月仍下跌了约 30%，抹去了 11 月之前 2021 年年初至今近 80% 的回报率。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> It's not surprising that Sea has been volatile as of late. The company's fast growth is undeniable, riding the wave of fast digitization of the economies of Southeast Asia. More recent expansion into new markets like South America and Eastern Europe are also promising.</p><p><blockquote>难怪最近海洋一直不稳定。该公司的快速增长是不可否认的，乘着东南亚经济快速数字化的浪潮。最近向南美和东欧等新市场的扩张也很有希望。</blockquote></p><p> However, that growth comes at a cost. Sea uses profits from its video game segment (its marquee game&nbsp;<i>Free Fire</i>) to fuel its e-commerce and digital financial-services divisions -- both of which are currently very unprofitable. The result? A growth stock with lots of potentials, but susceptible to wild swings up and down as investors assess the trajectory of future sales and the eventual payoff for this&nbsp;emerging-markets technologist.</p><p><blockquote>然而，这种增长是有代价的。Sea 利用其视频游戏部门（其旗舰游戏<i>自由射击</i>）来推动其电子商务和数字金融服务部门的发展，这两个部门目前都非常无利可图。结果？这是一只具有巨大潜力的成长型股票，但在投资者评估这家新兴市场技术专家未来销售轨迹和最终回报时，容易出现剧烈波动。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Here's the good news: While Sea has taken a page from the&nbsp;<b>Amazon</b>&nbsp;playbook and is dumping excess cash back into operations to focus on expansion, there are early signs of eventual bottom-line black ink. As measured by free cash flow, Sea actually swung to a profit this year.</p><p><blockquote>好消息是：虽然 Sea 已经从<b>亚马逊</b>剧本和将多余现金倾销回运营以专注于扩张，有早期迹象表明最终的底线是黑色墨水。以自由现金流衡量，Sea今年实际上扭亏为盈。</blockquote></p><p> The company generated $342 million in the last trailing-12-month stretch on revenue of $8.3 billion. That's hardly what would be considered a robust profit margin by most value-oriented investors, but it's a solid start for this young company.</p><p><blockquote>该公司在过去 12 个月中创造了 3.42 亿美元的收入，收入为 83 亿美元。对于大多数价值导向的投资者来说，这很难被认为是强劲的利润率，但对于这家年轻公司来说，这是一个坚实的开端。</blockquote></p><p> But don't worry right now. If long-term growth is what you're after and you can stomach the roller-coaster ride that is Sea, this company is amply funded to continue spending heavily. The company had $11.8 billion in cash and short-term investments on hand at the end of September, offset by convertible debt of just $3.5 billion. At under 14 times trailing 12-month revenue, Sea stock could be a great long-term deal (think at least a few years, but the more the better) headed into 2022.</p><p><blockquote>但现在别担心。如果长期增长是你所追求的，并且你可以忍受大海的过山车之旅，那么这家公司就有充足的资金继续大力支出。截至 9 月底，该公司手头有 118 亿美元的现金和短期投资，被仅 35 亿美元的可转换债务所抵消。Sea stock 的过去 12 个月收入不到 14 倍，在 2022 年可能是一笔不错的长期交易（至少考虑几年，但越多越好）。</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 Sea Limited Stock Popped 10.82% Higher Today<blockquote>为什么 Sea Limited 股票今天上涨 10.82%</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 Sea Limited Stock Popped 10.82% Higher Today<blockquote>为什么 Sea Limited 股票今天上涨 10.82%</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\">2021-12-22 11:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of e-commerce giant&nbsp;<b>Sea Limited</b>(NYSE:SE)were up 10.82% today. This is more a relief rally than anything else.</p><p><blockquote>电子商务巨头的股票<b>海有限公司</b>（纽约证券交易所股票代码：SE）今天上涨10.82%。这更像是一场救济集会。</blockquote></p><p> Sea has been dragged down along with other high-octane growth stocks since news of the omicron variant hit a month ago. Even after today's pop, Sea stock is&nbsp;down some 30% in the last month, erasing what was up until November a nearly 80% year-to-date return in 2021.</p><p><blockquote>自一个月前奥密克戎变种的消息传出以来，Sea 与其他高辛烷值成长型股票一起被拖累。即使在今天的飙升之后，Sea 股票在上个月仍下跌了约 30%，抹去了 11 月之前 2021 年年初至今近 80% 的回报率。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> It's not surprising that Sea has been volatile as of late. The company's fast growth is undeniable, riding the wave of fast digitization of the economies of Southeast Asia. More recent expansion into new markets like South America and Eastern Europe are also promising.</p><p><blockquote>难怪最近海洋一直不稳定。该公司的快速增长是不可否认的，乘着东南亚经济快速数字化的浪潮。最近向南美和东欧等新市场的扩张也很有希望。</blockquote></p><p> However, that growth comes at a cost. Sea uses profits from its video game segment (its marquee game&nbsp;<i>Free Fire</i>) to fuel its e-commerce and digital financial-services divisions -- both of which are currently very unprofitable. The result? A growth stock with lots of potentials, but susceptible to wild swings up and down as investors assess the trajectory of future sales and the eventual payoff for this&nbsp;emerging-markets technologist.</p><p><blockquote>然而，这种增长是有代价的。Sea 利用其视频游戏部门（其旗舰游戏<i>自由射击</i>）来推动其电子商务和数字金融服务部门的发展，这两个部门目前都非常无利可图。结果？这是一只具有巨大潜力的成长型股票，但在投资者评估这家新兴市场技术专家未来销售轨迹和最终回报时，容易出现剧烈波动。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Here's the good news: While Sea has taken a page from the&nbsp;<b>Amazon</b>&nbsp;playbook and is dumping excess cash back into operations to focus on expansion, there are early signs of eventual bottom-line black ink. As measured by free cash flow, Sea actually swung to a profit this year.</p><p><blockquote>好消息是：虽然 Sea 已经从<b>亚马逊</b>剧本和将多余现金倾销回运营以专注于扩张，有早期迹象表明最终的底线是黑色墨水。以自由现金流衡量，Sea今年实际上扭亏为盈。</blockquote></p><p> The company generated $342 million in the last trailing-12-month stretch on revenue of $8.3 billion. That's hardly what would be considered a robust profit margin by most value-oriented investors, but it's a solid start for this young company.</p><p><blockquote>该公司在过去 12 个月中创造了 3.42 亿美元的收入，收入为 83 亿美元。对于大多数价值导向的投资者来说，这很难被认为是强劲的利润率，但对于这家年轻公司来说，这是一个坚实的开端。</blockquote></p><p> But don't worry right now. If long-term growth is what you're after and you can stomach the roller-coaster ride that is Sea, this company is amply funded to continue spending heavily. The company had $11.8 billion in cash and short-term investments on hand at the end of September, offset by convertible debt of just $3.5 billion. At under 14 times trailing 12-month revenue, Sea stock could be a great long-term deal (think at least a few years, but the more the better) headed into 2022.</p><p><blockquote>但现在别担心。如果长期增长是你所追求的，并且你可以忍受大海的过山车之旅，那么这家公司就有充足的资金继续大力支出。截至 9 月底，该公司手头有 118 亿美元的现金和短期投资，被仅 35 亿美元的可转换债务所抵消。Sea stock 的过去 12 个月收入不到 14 倍，在 2022 年可能是一笔不错的长期交易（至少考虑几年，但越多越好）。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/21/why-sea-limited-stock-popped-67-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">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":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/12/21/why-sea-limited-stock-popped-67-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185656110","content_text":"What happened\nShares of e-commerce giant Sea Limited(NYSE:SE)were up 10.82% today. This is more a relief rally than anything else.\nSea has been dragged down along with other high-octane growth stocks since news of the omicron variant hit a month ago. Even after today's pop, Sea stock is down some 30% in the last month, erasing what was up until November a nearly 80% year-to-date return in 2021.\nSo what\nIt's not surprising that Sea has been volatile as of late. The company's fast growth is undeniable, riding the wave of fast digitization of the economies of Southeast Asia. More recent expansion into new markets like South America and Eastern Europe are also promising.\nHowever, that growth comes at a cost. Sea uses profits from its video game segment (its marquee game Free Fire) to fuel its e-commerce and digital financial-services divisions -- both of which are currently very unprofitable. The result? A growth stock with lots of potentials, but susceptible to wild swings up and down as investors assess the trajectory of future sales and the eventual payoff for this emerging-markets technologist.\nNow what\nHere's the good news: While Sea has taken a page from the Amazon playbook and is dumping excess cash back into operations to focus on expansion, there are early signs of eventual bottom-line black ink. As measured by free cash flow, Sea actually swung to a profit this year.\nThe company generated $342 million in the last trailing-12-month stretch on revenue of $8.3 billion. That's hardly what would be considered a robust profit margin by most value-oriented investors, but it's a solid start for this young company.\nBut don't worry right now. If long-term growth is what you're after and you can stomach the roller-coaster ride that is Sea, this company is amply funded to continue spending heavily. The company had $11.8 billion in cash and short-term investments on hand at the end of September, offset by convertible debt of just $3.5 billion. At under 14 times trailing 12-month revenue, Sea stock could be a great long-term deal (think at least a few years, but the more the better) headed into 2022.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":2971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850166083,"gmtCreate":1634565642623,"gmtModify":1634566277928,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Tigr growth rate is still more than 100%. Yoy. Remember that.&nbsp;","listText":"Tigr growth rate is still more than 100%. Yoy. Remember that.&nbsp;","text":"Tigr growth rate is still more than 100%. Yoy. Remember that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850166083","repostId":"1148656470","repostType":2,"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899635441,"gmtCreate":1628177182583,"gmtModify":1633752875444,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899635441","repostId":"899638757","repostType":1,"isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173349316,"gmtCreate":1626621724435,"gmtModify":1633925444572,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173349316","repostId":"173325122","repostType":1,"repost":{"id":173325122,"gmtCreate":1626619806066,"gmtModify":1626620570391,"author":{"id":"3452938437060827","authorId":"3452938437060827","name":"牛唐","avatar":"https://static.tigerbbs.com/de2e2f2e2676bc8463b050f4e3ff17d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452938437060827","idStr":"3452938437060827"},"themes":[],"title":"医药板块速评（2021.07.16）","htmlText":"本期内容提示：1、阿尔海默兹会议召开在即，相关概念股仓位是走是留？2、下半年，哪些医药细分领域值得布局？3、细胞疗法公司Celularity 与GXGX合并上市，是否值得配置？<a target=\"_blank\" href=\"https://laohu8.com/S/GXGX\">$GX Acquisition(GXGX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02382\">$舜宇光学科技(02382)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;XBI在周五平收，未来两天横盘微幅震荡的可能性较大，继续大幅下跌的可能性降低。但横盘之后，下跌的概率依然较大。大部分小药股的市值处于估值的中下水平，甚至处于现金价值附近，但抄底建议谨慎，激进的球友可以考虑低频次（每周一次）、低仓位（如每周1%）的方式逐步逢低建仓，我们预计在9月中下旬的ESMO会议召开之前，医药板块没有整体性的行情。一、持仓标的更新1、XENE（成长股，核心仓位）短期内，会在17和18.5之间震荡，向上突破需要企业释放利好，继续持仓；2、BCYC（成长股，核心仓位）33是近期上涨之后的底部，上周我们有锁利1/4仓位，激进的球友也可以等等，如果哪天收跌33之下，可以再考虑减持。3、TCON（成长股，核心仓位）市值已经比较便宜了","listText":"本期内容提示：1、阿尔海默兹会议召开在即，相关概念股仓位是走是留？2、下半年，哪些医药细分领域值得布局？3、细胞疗法公司Celularity 与GXGX合并上市，是否值得配置？<a target=\"_blank\" href=\"https://laohu8.com/S/GXGX\">$GX Acquisition(GXGX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/02382\">$舜宇光学科技(02382)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;XBI在周五平收，未来两天横盘微幅震荡的可能性较大，继续大幅下跌的可能性降低。但横盘之后，下跌的概率依然较大。大部分小药股的市值处于估值的中下水平，甚至处于现金价值附近，但抄底建议谨慎，激进的球友可以考虑低频次（每周一次）、低仓位（如每周1%）的方式逐步逢低建仓，我们预计在9月中下旬的ESMO会议召开之前，医药板块没有整体性的行情。一、持仓标的更新1、XENE（成长股，核心仓位）短期内，会在17和18.5之间震荡，向上突破需要企业释放利好，继续持仓；2、BCYC（成长股，核心仓位）33是近期上涨之后的底部，上周我们有锁利1/4仓位，激进的球友也可以等等，如果哪天收跌33之下，可以再考虑减持。3、TCON（成长股，核心仓位）市值已经比较便宜了","text":"本期内容提示：1、阿尔海默兹会议召开在即，相关概念股仓位是走是留？2、下半年，哪些医药细分领域值得布局？3、细胞疗法公司Celularity 与GXGX合并上市，是否值得配置？$GX Acquisition(GXGX)$ $美团-W(03690)$ $小米集团-W(01810)$ $舜宇光学科技(02382)$ $滴滴(DIDI)$ XBI在周五平收，未来两天横盘微幅震荡的可能性较大，继续大幅下跌的可能性降低。但横盘之后，下跌的概率依然较大。大部分小药股的市值处于估值的中下水平，甚至处于现金价值附近，但抄底建议谨慎，激进的球友可以考虑低频次（每周一次）、低仓位（如每周1%）的方式逐步逢低建仓，我们预计在9月中下旬的ESMO会议召开之前，医药板块没有整体性的行情。一、持仓标的更新1、XENE（成长股，核心仓位）短期内，会在17和18.5之间震荡，向上突破需要企业释放利好，继续持仓；2、BCYC（成长股，核心仓位）33是近期上涨之后的底部，上周我们有锁利1/4仓位，激进的球友也可以等等，如果哪天收跌33之下，可以再考虑减持。3、TCON（成长股，核心仓位）市值已经比较便宜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173325122","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146128197,"gmtCreate":1626060416119,"gmtModify":1633930522732,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146128197","repostId":"146128044","repostType":1,"repost":{"id":146128044,"gmtCreate":1626060400288,"gmtModify":1784181186517,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570081676918603","idStr":"3570081676918603"},"themes":[],"title":"再度面临核心出走，中芯国际还能稳得住吗","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：赛文 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;7月4日晚间，中芯国际发布公告，在公司工作20年的核心技术人员、技术研发副总裁吴金刚辞职。而就在一周前的临时股东大会上，公司刚刚决议通过分配给吴金刚16万股限制性股票作为激励。&nbsp; &nbsp; &nbsp; &nbsp;此时选择辞职也就自动意味着他无法拿到自己的股票，以当日收盘价58.37元计算，吴金刚放弃的股票市值超过930万元。&nbsp; &nbsp; &nbsp; &nbsp;去年12月，中芯国际就一度因为梁孟松的辞职申请被推上风口浪尖。时隔7个月，中芯国际就要再度面临核心人员出走的境况。&nbsp; &nbsp; &nbsp; &nbsp;究竟是什么原因让在中芯国际工作了20年，已是核心技术人员的吴金刚放弃两百万年薪和市值近千万的股票毅然辞职？核心技术人员的流失对中芯国际会产生怎样的影响？技术人员的流动在行业内又是否普遍？&nbsp; &nbsp; &nbsp; &nbsp;【骨干出走】&nbsp; &nbsp; &nbsp; &nbsp;吴金刚的辞职，外界普遍归因于对待遇的不满。&nbsp; &nbsp; &nbsp; &nbsp;根据5月20日中芯国际最新一期的股权激励计划，吴金刚虽然位列首期授予名单，作为两位核心技术人员之一，获得了公司16万份的限制性股票，占授予限制性股票总数的比例0.21%。但是吴金刚所获的股票比例跟董事会秘书、副总裁郭光莉持平，仅仅为另一位核心技术人员张昕的一半。▲激励计划提及的两位核心技术人员及股票比例&nbsp; &nbsp; &nbsp; &nbsp;现年53岁的吴金刚于2001年加入中芯国际，当时的中芯国际还成立不到一年。此后，吴金刚历任助理总监、总监、资深总监，和技术研发副总裁。&amp;nbs","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：赛文 编辑：小市妹&nbsp; &nbsp; &nbsp; &nbsp;7月4日晚间，中芯国际发布公告，在公司工作20年的核心技术人员、技术研发副总裁吴金刚辞职。而就在一周前的临时股东大会上，公司刚刚决议通过分配给吴金刚16万股限制性股票作为激励。&nbsp; &nbsp; &nbsp; &nbsp;此时选择辞职也就自动意味着他无法拿到自己的股票，以当日收盘价58.37元计算，吴金刚放弃的股票市值超过930万元。&nbsp; &nbsp; &nbsp; &nbsp;去年12月，中芯国际就一度因为梁孟松的辞职申请被推上风口浪尖。时隔7个月，中芯国际就要再度面临核心人员出走的境况。&nbsp; &nbsp; &nbsp; &nbsp;究竟是什么原因让在中芯国际工作了20年，已是核心技术人员的吴金刚放弃两百万年薪和市值近千万的股票毅然辞职？核心技术人员的流失对中芯国际会产生怎样的影响？技术人员的流动在行业内又是否普遍？&nbsp; &nbsp; &nbsp; &nbsp;【骨干出走】&nbsp; &nbsp; &nbsp; &nbsp;吴金刚的辞职，外界普遍归因于对待遇的不满。&nbsp; &nbsp; &nbsp; &nbsp;根据5月20日中芯国际最新一期的股权激励计划，吴金刚虽然位列首期授予名单，作为两位核心技术人员之一，获得了公司16万份的限制性股票，占授予限制性股票总数的比例0.21%。但是吴金刚所获的股票比例跟董事会秘书、副总裁郭光莉持平，仅仅为另一位核心技术人员张昕的一半。▲激励计划提及的两位核心技术人员及股票比例&nbsp; &nbsp; &nbsp; &nbsp;现年53岁的吴金刚于2001年加入中芯国际，当时的中芯国际还成立不到一年。此后，吴金刚历任助理总监、总监、资深总监，和技术研发副总裁。&amp;nbs","text":"作者：赛文 编辑：小市妹 7月4日晚间，中芯国际发布公告，在公司工作20年的核心技术人员、技术研发副总裁吴金刚辞职。而就在一周前的临时股东大会上，公司刚刚决议通过分配给吴金刚16万股限制性股票作为激励。 此时选择辞职也就自动意味着他无法拿到自己的股票，以当日收盘价58.37元计算，吴金刚放弃的股票市值超过930万元。 去年12月，中芯国际就一度因为梁孟松的辞职申请被推上风口浪尖。时隔7个月，中芯国际就要再度面临核心人员出走的境况。 究竟是什么原因让在中芯国际工作了20年，已是核心技术人员的吴金刚放弃两百万年薪和市值近千万的股票毅然辞职？核心技术人员的流失对中芯国际会产生怎样的影响？技术人员的流动在行业内又是否普遍？ 【骨干出走】 吴金刚的辞职，外界普遍归因于对待遇的不满。 根据5月20日中芯国际最新一期的股权激励计划，吴金刚虽然位列首期授予名单，作为两位核心技术人员之一，获得了公司16万份的限制性股票，占授予限制性股票总数的比例0.21%。但是吴金刚所获的股票比例跟董事会秘书、副总裁郭光莉持平，仅仅为另一位核心技术人员张昕的一半。▲激励计划提及的两位核心技术人员及股票比例 现年53岁的吴金刚于2001年加入中芯国际，当时的中芯国际还成立不到一年。此后，吴金刚历任助理总监、总监、资深总监，和技术研发副总裁。&nbs","images":[{"img":"https://static.tigerbbs.com/95c25e5f598c8f7edcb70870d3365f89","width":"1487","height":"992"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146128044","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156139205,"gmtCreate":1625200778107,"gmtModify":1633942593663,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;//<a 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$维珍银河(SPCE)$维珍的方案牛逼在哪里呢？很多人不知道。这艘飞船即便失去动力，也能靠自身优秀的空气动力学特征滑翔回地面，基本没有摔死的可能（其他竞争对手的飞船失去动力就意味着100%死亡率），所以如果你有经济实力想上太空，你会选择哪家？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156139205","repostId":"153453107","repostType":1,"repost":{"id":153453107,"gmtCreate":1625044594509,"gmtModify":1625044594509,"author":{"id":"3538087091501291","authorId":"3538087091501291","name":"小镇做T家","avatar":"https://static.tigerbbs.com/7ef0ee32208f951b13f627ec6aa4ea3c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538087091501291","idStr":"3538087091501291"},"themes":[],"title":"","htmlText":"维珍银河可以上车了！<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>去年12月份的时候，我写文章深度分析这家公司，结论是维珍无论是技术方案还是商业模式，对其他太空旅行公司（蓝色起源、SpaceX、俄航天局）基本是降维打击，因为只有维珍银河的方案可以实现太空旅行在价格上的“白菜价”化以及安全上的“高安全边际”化。目前维珍已经拿到全球第一个民营航天发射许可，在商业化层面，已经遥遥领先竞争对手。目前市值只有113亿美元，可以说每次回调都是上车机会。","listText":"维珍银河可以上车了！<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>去年12月份的时候，我写文章深度分析这家公司，结论是维珍无论是技术方案还是商业模式，对其他太空旅行公司（蓝色起源、SpaceX、俄航天局）基本是降维打击，因为只有维珍银河的方案可以实现太空旅行在价格上的“白菜价”化以及安全上的“高安全边际”化。目前维珍已经拿到全球第一个民营航天发射许可，在商业化层面，已经遥遥领先竞争对手。目前市值只有113亿美元，可以说每次回调都是上车机会。","text":"维珍银河可以上车了！$维珍银河(SPCE)$去年12月份的时候，我写文章深度分析这家公司，结论是维珍无论是技术方案还是商业模式，对其他太空旅行公司（蓝色起源、SpaceX、俄航天局）基本是降维打击，因为只有维珍银河的方案可以实现太空旅行在价格上的“白菜价”化以及安全上的“高安全边际”化。目前维珍已经拿到全球第一个民营航天发射许可，在商业化层面，已经遥遥领先竞争对手。目前市值只有113亿美元，可以说每次回调都是上车机会。","images":[{"img":"https://static.tigerbbs.com/3051d8e594bcdc54b288cfd820f1f6e4","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/4d38f9e7c441bb1ec38a403dd6dae04c","width":"768","height":"432"},{"img":"https://static.tigerbbs.com/1d10fee1ba758d2b5ae6ee8ca847f603","width":"1080","height":"607"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153453107","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160716179,"gmtCreate":1623806448691,"gmtModify":1634027885325,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160716179","repostId":"2143680537","repostType":4,"isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185623228,"gmtCreate":1623646928464,"gmtModify":1634030669543,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185623228","repostId":"1105297799","repostType":4,"isVote":1,"tweetType":1,"viewCount":3366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182399171,"gmtCreate":1623552827193,"gmtModify":1631886709574,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>[财迷]&nbsp;","text":"$Altimeter Growth Corp.(AGC)$[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182399171","isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186366289,"gmtCreate":1623474256541,"gmtModify":1634032635499,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186366289","repostId":"1133871419","repostType":4,"isVote":1,"tweetType":1,"viewCount":3370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186363399,"gmtCreate":1623474125111,"gmtModify":1634032638457,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186363399","repostId":"1104635261","repostType":4,"repost":{"id":"1104635261","kind":"news","pubTimestamp":1623470020,"share":"https://www.laohunote.com/m/news/1104635261?lang=zh_CN&edition=full","pubTime":"2021-06-12 11:53","market":"us","language":"en","title":"AMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders<blockquote>由于模因股票交易员，对冲基金的 AMC 押注瓦解</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104635261","media":"The Wall Street Journal","summary":"Losses by Mudrick Capital show the risks of exposure to meme stocks.\n\nA multipronged bet onAMC Enter","content":"<p>  <b>Losses by Mudrick Capital show the risks of exposure to meme stocks.</b>  A multipronged bet onAMC Entertainment HoldingsInc.AMC15.39%boomeranged this month on Mudrick Capital Management LP, the latest hedge fund to fall victim to swarming day traders.</p><p><blockquote><b>Mudrick Capital 的亏损显示了投资模因股票的风险。</b>多管齐下的赌注 onAMC Entertainment HoldingsInc.AMC15.39% 本月对 Mudrick Capital Management LP 进行了回旋镖，Mudrick Capital Management LP 是最新一家成为日内交易者受害者的对冲基金。</blockquote></p><p> Mudrick’s flagship fund lost about 10% in just a few days as a jump in AMC’s stock price unexpectedly triggered changes in the value of derivatives the fund held as part of a complex trading strategy, people familiar with the matter said.</p><p><blockquote>知情人士称，穆德里克的旗舰基金在短短几天内损失了约 10%，原因是 AMC 股价的飙升意外引发了该基金作为复杂交易策略一部分持有的衍生品价值的变化。</blockquote></p><p> The setback comes months after a group of traders organizing on social media helped send the price ofGameStopCorp.GME5.88%and other stocks soaring in January, well beyond many investors’ views of underlying fundamentals.</p><p><blockquote>几个月前，一群在社交媒体上组织的交易员帮助 GameStopCorp.GME5.88% 和其他股票的价格在 1 月份飙升，远远超出了许多投资者对基本面的看法。</blockquote></p><p> The development prompted many hedge funds to slash their exposure to meme stocks. Mudrick Capital’s losses highlight how risky retaining significant exposure to such companies can be—even backfiring on a hedge-fund manager who was mostly in sync with the bullishness of individual investors.</p><p><blockquote>这一事态发展促使许多对冲基金削减了对模因股票的投资。穆德里克资本（Mudrick Capital）的亏损凸显了保留对此类公司的大量投资风险有多大--甚至会对一家与个人投资者的看涨情绪基本同步的对冲基金经理产生适得其反的效果。</blockquote></p><p> Jason Mudrick, the firm’s founder, had been trading AMC stock, options and bonds for months, surfing a surge of enthusiasm for the theater chain among individual investors. But he also sold call options, derivative contracts meant to hedge the fund’s exposure to AMC should the stock price founder. Those derivative contracts, which gave its buyers the right to buy AMC stock from Mudrick at roughly $40 in the future, ballooned into liabilities when a resurgence ofReddit-fueled buyingrecently pushed AMC’s stock to new records, the people said.</p><p><blockquote>该公司创始人杰森-穆德里克（Jason Mudrick）几个月来一直在交易 AMC 的股票、期权和债券，这激发了个人投资者对这家连锁影院的热情。但他也出售了看涨期权期权，这是一种衍生品合约，旨在对冲该基金对 AMC 的风险敞口。这些知情人士说，这些衍生品合约赋予买家未来以约 40 美元的价格从穆德里克手中购买 AMC 股票的权利，但最近 Reddit 推动的购买活动卷土重来，将 AMC 的股价推向了新纪录，这些衍生品合约却膨胀成了负债。</blockquote></p><p> As part of the broader AMC strategy, executives at Mudrick Capital were in talks with AMC to buy additional shares from the company in late May. On June 1, AMC disclosed that Mudrick Capital had agreed to buy $230.5 million of new stock directly from the company at $27.12 apiece, a premium over where it was then trading.</p><p><blockquote>作为更广泛的 AMC 战略的一部分，Mudrick Capital 的高管正在与 AMC 进行谈判，计划于 5 月下旬从该公司购买更多股票。 6 月 1 日，AMC 披露，Mudrick Capital 已同意以每股 27.12 美元的价格直接从该公司购买 2.305 亿美元的新股，高于当时的交易价格。</blockquote></p><p> Mudrick immediately sold the stock at a profit, a quick flip that was reported by Bloomberg News and that sparked backlash on social media.</p><p><blockquote>穆德里克立即出售了这只股票获利，彭博新闻社报道了这一快速转变，并在社交媒体上引发了强烈反对。</blockquote></p><p> “Mudrick didn’t stab AMC in the back…They shot themselves in the foot,” read one post on Reddit’s Wall Street Bets forum on June 1. Other posts around that time referenced Mudrick as “losers,” “scum bags” and “a large waving pile of s—t with no future.” Members of the forum urged each other to buy and hold.</p><p><blockquote>6 月 1 日，Reddit 华尔街投注论坛上的一篇帖子写道：“穆德里克没有在背后捅AMC一刀.他们搬起石头砸了自己的脚。”当时的其他帖子将穆德里克称为 “失败者”、“人渣袋”和 “一大堆没有未来的 S-T”。论坛成员互相敦促买入并持有。</blockquote></p><p> Inside Mudrick, executives were growing apprehensive as the AMC rally gained steam. The firm’s risk committee met on the evening of June 1 after the stock closed at $32 and decided to exit all debt and derivative positions the following day.</p><p><blockquote>在穆德里克内部，随着 AMC 反弹势头的增强，高管们越来越担心。6 月 1 日晚，该公司的风险委员会在股价收于 32 美元后召开会议，决定在第二天退出所有债务和衍生品头寸。</blockquote></p><p> It was a day too late.</p><p><blockquote>已经晚了一天。</blockquote></p><p> AMC’s stock price blew past $40in a matter of hours June 2, hitting an intraday high of $72.62.Call option prices soaredamid a frenzy of trading that Mudrick Capital contributed to and, by the end of the week, the winning trade had turned into a bust, costing the fund hundreds of millions of dollars in losses. Mudrick Capital made a roughly 5% return on the debt it sold but after accounting for its options trade, the fund took a net loss of about 5.4% on AMC.</p><p><blockquote>6 月 2 日，AMC 的股价在几个小时内就突破了 40 美元，盘中最高触及 72.62 美元。看涨期权期权价格在穆德里克资本推动的交易狂潮中飙升，到本周末，获胜的交易变成了破产，该基金损失了数亿美元。Mudrick Capital 出售的债务回报率约为 5%，但在考虑其期权交易后，该基金在 AMC 上净亏损约 5.4%。</blockquote></p><p> Mr. Mudrick’s fund is still up about 12% for the year, one of the people said. Meanwhile, investors who bought AMC stock at the start of the year and held on have gained about 2000%.</p><p><blockquote>其中一位人士说，穆德里克先生的基金今年仍上涨了约 12%。与此同时，年初购买 AMC 股票并持有的投资者上涨了约 2000%。</blockquote></p><p> The impact of social media-fueled day traders has become a defining market development this year, costing top hedge funds billions of dollars in losses, sparking a congressional hearing anddrawing scrutinyfrom the U.S. Securities and Exchange Commission. More hedge funds now track individual investors’ sentiment on social media and pay greater attention to companies with smaller market values whose stock price may be more susceptible to the enthusiasms of individual investors.</p><p><blockquote>社交媒体推动的日内交易者的影响已成为今年市场的一个决定性发展，导致顶级对冲基金损失数十亿美元，引发了国会听证会，并引起了美国证券交易委员会的审查。现在，越来越多的对冲基金在社交媒体上追踪个人投资者的情绪，并更加关注市值较小的公司，这些公司的股价可能更容易受到个人投资者热情的影响。</blockquote></p><p> Mr. Mudrick specializes in distressed debt investing, often lending to troubled companies at high interest rates or swapping their existing debt for equity in bankruptcy court. Mudrick manages about $3.5 billion in investments firmwide and holds large, illiquid stakes in E-cigarette maker NJOY Holdings Inc. and satellite communications companyGlobalstarInc.from such exchanges. The flagship fund reported returns of about 17% annually from 2018 to 2020, according to data from HSBC Alternative Investment Group.</p><p><blockquote>穆德里克专门从事不良债务投资，经常以高利率贷款给陷入困境的公司，或者在破产法庭上将现有债务换成股权。穆德里克管理着全公司约 35 亿美元的投资，并持有电子烟制造商 NJOY Holdings Inc. 和卫星通信公司 GlobalStarInc. 的大量非流动性股份。根据汇丰另类投资集团的数据，该旗舰基金报告称，从2018年到2020年，年回报率约为17%。</blockquote></p><p> But distressed investing opportunities have grownharder to findas easy money from the Federal Reserve has given even struggling companies open access to debt markets. Mr. Mudrick has explored other strategies, launching several special-purpose acquisition companiesand, in the case of AMC, ultimately buying stock in block trades.</p><p><blockquote>但陷入困境的投资机会让 findas 变得更加困难。美联储提供的宽松资金甚至让陷入困境的公司也可以进入债务市场。穆德里克先生还探索了其他策略，推出了几家特殊目的收购公司，就 AMC 而言，最终通过大宗交易购买股票。</blockquote></p><p></p><p> Mr. Mudrick initially applied his typical playbook to AMC, buying bonds for as little as 20 cents on the dollar,lending the company $100 millionin December and swapping some bonds into new shares. Theater attendance, already under pressure, had disappeared almost entirely amid Covid-19 pandemic lockdowns, and AMC stock traded as low as $2. He reasoned that consumers would regain their appetite for big-screen entertainment this year as more Americans got vaccinated.</p><p><blockquote>穆德里克最初将他的典型策略应用于 AMC，以每美元 20 美分的价格购买债券，在 12 月份借给该公司 1 亿美元，并将部分债券交换为新股。在 Covid-19 大流行封锁期间，本已面临压力的影院上座率几乎完全消失，AMC 股价低至 2 美元。他推断，随着越来越多的美国人接种疫苗，消费者今年将重新对大屏幕娱乐产生兴趣。</blockquote></p><p> Day traders took theirfirst run at AMC in late January, urging each other on with the social-media rallying cry of #SaveAMC and briefly lifting the stock to around $20. AMC’s rising equity value boosted debt prices—one bond Mudrick Capital owned doubled within a week—quickly rewarding Mr. Mudrick’s bullishness. AMC capitalized on its surging stock priceto raise nearly $1 billion in new financingin late January, enabling it to ward off a previously expected bankruptcy filing.</p><p><blockquote>1 月下旬，日内交易者首次涌入 AMC，在社交媒体上互相敦促#SaveAMC，并短暂地将股价提升至 20 美元左右。AMC 股权价值的上升推高了债券价格--穆德里克资本持有的一只债券在一周内翻了一番--很快就回报了穆德里克先生的乐观情绪。AMC 利用其飙升的股价，在 1 月下旬筹集了近 10 亿美元的新融资，使其能够避免此前预期的破产申请。</blockquote></p><p> Around that time, Mr. Mudrick sold call options on AMC stock, producing immediate income to offset potential losses if the theater chain did face problems. The derivatives gave buyers the option to buy AMC shares from Mudrick Capital for about $40—viewed as a seeming improbability when the stock was trading below $10.</p><p><blockquote>大约在那个时候，穆德里克出售了 AMC 股票的看涨期权期权，产生了即时收入，以抵消连锁影院确实面临问题时的潜在损失。这些衍生品让买家可以选择以约 40 美元的价格从 Mudrick Capital 购买 AMC 股票——当股价低于 10 美元时，这似乎不太可能。</blockquote></p><p> Mr. Mudrick remained in contact with AMC Chief Executive Adam Aron about providing additional funding, leading to his recent share purchase. But he kept the derivative contracts outstanding as an insurance policy, one of the people familiar with the matter said.</p><p><blockquote>穆德里克先生与 AMC 首席执行官亚当·阿伦 (Adam Aron) 就提供额外资金事宜保持联系，导致他最近购买了股票。但一位知情人士表示，他将衍生品合约作为保险单保留。</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>AMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders<blockquote>由于模因股票交易员，对冲基金的 AMC 押注瓦解</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\">\nAMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders<blockquote>由于模因股票交易员，对冲基金的 AMC 押注瓦解</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-06-12 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Losses by Mudrick Capital show the risks of exposure to meme stocks.</b>  A multipronged bet onAMC Entertainment HoldingsInc.AMC15.39%boomeranged this month on Mudrick Capital Management LP, the latest hedge fund to fall victim to swarming day traders.</p><p><blockquote><b>Mudrick Capital 的亏损显示了投资模因股票的风险。</b>多管齐下的赌注 onAMC Entertainment HoldingsInc.AMC15.39% 本月对 Mudrick Capital Management LP 进行了回旋镖，Mudrick Capital Management LP 是最新一家成为日内交易者受害者的对冲基金。</blockquote></p><p> Mudrick’s flagship fund lost about 10% in just a few days as a jump in AMC’s stock price unexpectedly triggered changes in the value of derivatives the fund held as part of a complex trading strategy, people familiar with the matter said.</p><p><blockquote>知情人士称，穆德里克的旗舰基金在短短几天内损失了约 10%，原因是 AMC 股价的飙升意外引发了该基金作为复杂交易策略一部分持有的衍生品价值的变化。</blockquote></p><p> The setback comes months after a group of traders organizing on social media helped send the price ofGameStopCorp.GME5.88%and other stocks soaring in January, well beyond many investors’ views of underlying fundamentals.</p><p><blockquote>几个月前，一群在社交媒体上组织的交易员帮助 GameStopCorp.GME5.88% 和其他股票的价格在 1 月份飙升，远远超出了许多投资者对基本面的看法。</blockquote></p><p> The development prompted many hedge funds to slash their exposure to meme stocks. Mudrick Capital’s losses highlight how risky retaining significant exposure to such companies can be—even backfiring on a hedge-fund manager who was mostly in sync with the bullishness of individual investors.</p><p><blockquote>这一事态发展促使许多对冲基金削减了对模因股票的投资。穆德里克资本（Mudrick Capital）的亏损凸显了保留对此类公司的大量投资风险有多大--甚至会对一家与个人投资者的看涨情绪基本同步的对冲基金经理产生适得其反的效果。</blockquote></p><p> Jason Mudrick, the firm’s founder, had been trading AMC stock, options and bonds for months, surfing a surge of enthusiasm for the theater chain among individual investors. But he also sold call options, derivative contracts meant to hedge the fund’s exposure to AMC should the stock price founder. Those derivative contracts, which gave its buyers the right to buy AMC stock from Mudrick at roughly $40 in the future, ballooned into liabilities when a resurgence ofReddit-fueled buyingrecently pushed AMC’s stock to new records, the people said.</p><p><blockquote>该公司创始人杰森-穆德里克（Jason Mudrick）几个月来一直在交易 AMC 的股票、期权和债券，这激发了个人投资者对这家连锁影院的热情。但他也出售了看涨期权期权，这是一种衍生品合约，旨在对冲该基金对 AMC 的风险敞口。这些知情人士说，这些衍生品合约赋予买家未来以约 40 美元的价格从穆德里克手中购买 AMC 股票的权利，但最近 Reddit 推动的购买活动卷土重来，将 AMC 的股价推向了新纪录，这些衍生品合约却膨胀成了负债。</blockquote></p><p> As part of the broader AMC strategy, executives at Mudrick Capital were in talks with AMC to buy additional shares from the company in late May. On June 1, AMC disclosed that Mudrick Capital had agreed to buy $230.5 million of new stock directly from the company at $27.12 apiece, a premium over where it was then trading.</p><p><blockquote>作为更广泛的 AMC 战略的一部分，Mudrick Capital 的高管正在与 AMC 进行谈判，计划于 5 月下旬从该公司购买更多股票。 6 月 1 日，AMC 披露，Mudrick Capital 已同意以每股 27.12 美元的价格直接从该公司购买 2.305 亿美元的新股，高于当时的交易价格。</blockquote></p><p> Mudrick immediately sold the stock at a profit, a quick flip that was reported by Bloomberg News and that sparked backlash on social media.</p><p><blockquote>穆德里克立即出售了这只股票获利，彭博新闻社报道了这一快速转变，并在社交媒体上引发了强烈反对。</blockquote></p><p> “Mudrick didn’t stab AMC in the back…They shot themselves in the foot,” read one post on Reddit’s Wall Street Bets forum on June 1. Other posts around that time referenced Mudrick as “losers,” “scum bags” and “a large waving pile of s—t with no future.” Members of the forum urged each other to buy and hold.</p><p><blockquote>6 月 1 日，Reddit 华尔街投注论坛上的一篇帖子写道：“穆德里克没有在背后捅AMC一刀.他们搬起石头砸了自己的脚。”当时的其他帖子将穆德里克称为 “失败者”、“人渣袋”和 “一大堆没有未来的 S-T”。论坛成员互相敦促买入并持有。</blockquote></p><p> Inside Mudrick, executives were growing apprehensive as the AMC rally gained steam. The firm’s risk committee met on the evening of June 1 after the stock closed at $32 and decided to exit all debt and derivative positions the following day.</p><p><blockquote>在穆德里克内部，随着 AMC 反弹势头的增强，高管们越来越担心。6 月 1 日晚，该公司的风险委员会在股价收于 32 美元后召开会议，决定在第二天退出所有债务和衍生品头寸。</blockquote></p><p> It was a day too late.</p><p><blockquote>已经晚了一天。</blockquote></p><p> AMC’s stock price blew past $40in a matter of hours June 2, hitting an intraday high of $72.62.Call option prices soaredamid a frenzy of trading that Mudrick Capital contributed to and, by the end of the week, the winning trade had turned into a bust, costing the fund hundreds of millions of dollars in losses. Mudrick Capital made a roughly 5% return on the debt it sold but after accounting for its options trade, the fund took a net loss of about 5.4% on AMC.</p><p><blockquote>6 月 2 日，AMC 的股价在几个小时内就突破了 40 美元，盘中最高触及 72.62 美元。看涨期权期权价格在穆德里克资本推动的交易狂潮中飙升，到本周末，获胜的交易变成了破产，该基金损失了数亿美元。Mudrick Capital 出售的债务回报率约为 5%，但在考虑其期权交易后，该基金在 AMC 上净亏损约 5.4%。</blockquote></p><p> Mr. Mudrick’s fund is still up about 12% for the year, one of the people said. Meanwhile, investors who bought AMC stock at the start of the year and held on have gained about 2000%.</p><p><blockquote>其中一位人士说，穆德里克先生的基金今年仍上涨了约 12%。与此同时，年初购买 AMC 股票并持有的投资者上涨了约 2000%。</blockquote></p><p> The impact of social media-fueled day traders has become a defining market development this year, costing top hedge funds billions of dollars in losses, sparking a congressional hearing anddrawing scrutinyfrom the U.S. Securities and Exchange Commission. More hedge funds now track individual investors’ sentiment on social media and pay greater attention to companies with smaller market values whose stock price may be more susceptible to the enthusiasms of individual investors.</p><p><blockquote>社交媒体推动的日内交易者的影响已成为今年市场的一个决定性发展，导致顶级对冲基金损失数十亿美元，引发了国会听证会，并引起了美国证券交易委员会的审查。现在，越来越多的对冲基金在社交媒体上追踪个人投资者的情绪，并更加关注市值较小的公司，这些公司的股价可能更容易受到个人投资者热情的影响。</blockquote></p><p> Mr. Mudrick specializes in distressed debt investing, often lending to troubled companies at high interest rates or swapping their existing debt for equity in bankruptcy court. Mudrick manages about $3.5 billion in investments firmwide and holds large, illiquid stakes in E-cigarette maker NJOY Holdings Inc. and satellite communications companyGlobalstarInc.from such exchanges. The flagship fund reported returns of about 17% annually from 2018 to 2020, according to data from HSBC Alternative Investment Group.</p><p><blockquote>穆德里克专门从事不良债务投资，经常以高利率贷款给陷入困境的公司，或者在破产法庭上将现有债务换成股权。穆德里克管理着全公司约 35 亿美元的投资，并持有电子烟制造商 NJOY Holdings Inc. 和卫星通信公司 GlobalStarInc. 的大量非流动性股份。根据汇丰另类投资集团的数据，该旗舰基金报告称，从2018年到2020年，年回报率约为17%。</blockquote></p><p> But distressed investing opportunities have grownharder to findas easy money from the Federal Reserve has given even struggling companies open access to debt markets. Mr. Mudrick has explored other strategies, launching several special-purpose acquisition companiesand, in the case of AMC, ultimately buying stock in block trades.</p><p><blockquote>但陷入困境的投资机会让 findas 变得更加困难。美联储提供的宽松资金甚至让陷入困境的公司也可以进入债务市场。穆德里克先生还探索了其他策略，推出了几家特殊目的收购公司，就 AMC 而言，最终通过大宗交易购买股票。</blockquote></p><p></p><p> Mr. Mudrick initially applied his typical playbook to AMC, buying bonds for as little as 20 cents on the dollar,lending the company $100 millionin December and swapping some bonds into new shares. Theater attendance, already under pressure, had disappeared almost entirely amid Covid-19 pandemic lockdowns, and AMC stock traded as low as $2. He reasoned that consumers would regain their appetite for big-screen entertainment this year as more Americans got vaccinated.</p><p><blockquote>穆德里克最初将他的典型策略应用于 AMC，以每美元 20 美分的价格购买债券，在 12 月份借给该公司 1 亿美元，并将部分债券交换为新股。在 Covid-19 大流行封锁期间，本已面临压力的影院上座率几乎完全消失，AMC 股价低至 2 美元。他推断，随着越来越多的美国人接种疫苗，消费者今年将重新对大屏幕娱乐产生兴趣。</blockquote></p><p> Day traders took theirfirst run at AMC in late January, urging each other on with the social-media rallying cry of #SaveAMC and briefly lifting the stock to around $20. AMC’s rising equity value boosted debt prices—one bond Mudrick Capital owned doubled within a week—quickly rewarding Mr. Mudrick’s bullishness. AMC capitalized on its surging stock priceto raise nearly $1 billion in new financingin late January, enabling it to ward off a previously expected bankruptcy filing.</p><p><blockquote>1 月下旬，日内交易者首次涌入 AMC，在社交媒体上互相敦促#SaveAMC，并短暂地将股价提升至 20 美元左右。AMC 股权价值的上升推高了债券价格--穆德里克资本持有的一只债券在一周内翻了一番--很快就回报了穆德里克先生的乐观情绪。AMC 利用其飙升的股价，在 1 月下旬筹集了近 10 亿美元的新融资，使其能够避免此前预期的破产申请。</blockquote></p><p> Around that time, Mr. Mudrick sold call options on AMC stock, producing immediate income to offset potential losses if the theater chain did face problems. The derivatives gave buyers the option to buy AMC shares from Mudrick Capital for about $40—viewed as a seeming improbability when the stock was trading below $10.</p><p><blockquote>大约在那个时候，穆德里克出售了 AMC 股票的看涨期权期权，产生了即时收入，以抵消连锁影院确实面临问题时的潜在损失。这些衍生品让买家可以选择以约 40 美元的价格从 Mudrick Capital 购买 AMC 股票——当股价低于 10 美元时，这似乎不太可能。</blockquote></p><p> Mr. Mudrick remained in contact with AMC Chief Executive Adam Aron about providing additional funding, leading to his recent share purchase. But he kept the derivative contracts outstanding as an insurance policy, one of the people familiar with the matter said.</p><p><blockquote>穆德里克先生与 AMC 首席执行官亚当·阿伦 (Adam Aron) 就提供额外资金事宜保持联系，导致他最近购买了股票。但一位知情人士表示，他将衍生品合约作为保险单保留。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/amc-bet-by-hedge-fund-unravels-thanks-to-meme-stock-traders-11623431320?mod=markets_lead_pos2\">The Wall Street Journal</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":{"AMC":"AMC院线"},"source_url":"https://www.wsj.com/articles/amc-bet-by-hedge-fund-unravels-thanks-to-meme-stock-traders-11623431320?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104635261","content_text":"Losses by Mudrick Capital show the risks of exposure to meme stocks.\n\nA multipronged bet onAMC Entertainment HoldingsInc.AMC15.39%boomeranged this month on Mudrick Capital Management LP, the latest hedge fund to fall victim to swarming day traders.\nMudrick’s flagship fund lost about 10% in just a few days as a jump in AMC’s stock price unexpectedly triggered changes in the value of derivatives the fund held as part of a complex trading strategy, people familiar with the matter said.\nThe setback comes months after a group of traders organizing on social media helped send the price ofGameStopCorp.GME5.88%and other stocks soaring in January, well beyond many investors’ views of underlying fundamentals.\nThe development prompted many hedge funds to slash their exposure to meme stocks. Mudrick Capital’s losses highlight how risky retaining significant exposure to such companies can be—even backfiring on a hedge-fund manager who was mostly in sync with the bullishness of individual investors.\nJason Mudrick, the firm’s founder, had been trading AMC stock, options and bonds for months, surfing a surge of enthusiasm for the theater chain among individual investors. But he also sold call options, derivative contracts meant to hedge the fund’s exposure to AMC should the stock price founder. Those derivative contracts, which gave its buyers the right to buy AMC stock from Mudrick at roughly $40 in the future, ballooned into liabilities when a resurgence ofReddit-fueled buyingrecently pushed AMC’s stock to new records, the people said.\nAs part of the broader AMC strategy, executives at Mudrick Capital were in talks with AMC to buy additional shares from the company in late May. On June 1, AMC disclosed that Mudrick Capital had agreed to buy $230.5 million of new stock directly from the company at $27.12 apiece, a premium over where it was then trading.\nMudrick immediately sold the stock at a profit, a quick flip that was reported by Bloomberg News and that sparked backlash on social media.\n“Mudrick didn’t stab AMC in the back…They shot themselves in the foot,” read one post on Reddit’s Wall Street Bets forum on June 1. Other posts around that time referenced Mudrick as “losers,” “scum bags” and “a large waving pile of s—t with no future.” Members of the forum urged each other to buy and hold.\nInside Mudrick, executives were growing apprehensive as the AMC rally gained steam. The firm’s risk committee met on the evening of June 1 after the stock closed at $32 and decided to exit all debt and derivative positions the following day.\nIt was a day too late.\nAMC’s stock price blew past $40in a matter of hours June 2, hitting an intraday high of $72.62.Call option prices soaredamid a frenzy of trading that Mudrick Capital contributed to and, by the end of the week, the winning trade had turned into a bust, costing the fund hundreds of millions of dollars in losses. Mudrick Capital made a roughly 5% return on the debt it sold but after accounting for its options trade, the fund took a net loss of about 5.4% on AMC.\nMr. Mudrick’s fund is still up about 12% for the year, one of the people said. Meanwhile, investors who bought AMC stock at the start of the year and held on have gained about 2000%.\nThe impact of social media-fueled day traders has become a defining market development this year, costing top hedge funds billions of dollars in losses, sparking a congressional hearing anddrawing scrutinyfrom the U.S. Securities and Exchange Commission. More hedge funds now track individual investors’ sentiment on social media and pay greater attention to companies with smaller market values whose stock price may be more susceptible to the enthusiasms of individual investors.\nMr. Mudrick specializes in distressed debt investing, often lending to troubled companies at high interest rates or swapping their existing debt for equity in bankruptcy court. Mudrick manages about $3.5 billion in investments firmwide and holds large, illiquid stakes in E-cigarette maker NJOY Holdings Inc. and satellite communications companyGlobalstarInc.from such exchanges. The flagship fund reported returns of about 17% annually from 2018 to 2020, according to data from HSBC Alternative Investment Group.\nBut distressed investing opportunities have grownharder to findas easy money from the Federal Reserve has given even struggling companies open access to debt markets. Mr. Mudrick has explored other strategies, launching several special-purpose acquisition companiesand, in the case of AMC, ultimately buying stock in block trades.\nMr. Mudrick initially applied his typical playbook to AMC, buying bonds for as little as 20 cents on the dollar,lending the company $100 millionin December and swapping some bonds into new shares. Theater attendance, already under pressure, had disappeared almost entirely amid Covid-19 pandemic lockdowns, and AMC stock traded as low as $2. He reasoned that consumers would regain their appetite for big-screen entertainment this year as more Americans got vaccinated.\nDay traders took theirfirst run at AMC in late January, urging each other on with the social-media rallying cry of #SaveAMC and briefly lifting the stock to around $20. AMC’s rising equity value boosted debt prices—one bond Mudrick Capital owned doubled within a week—quickly rewarding Mr. Mudrick’s bullishness. AMC capitalized on its surging stock priceto raise nearly $1 billion in new financingin late January, enabling it to ward off a previously expected bankruptcy filing.\nAround that time, Mr. Mudrick sold call options on AMC stock, producing immediate income to offset potential losses if the theater chain did face problems. The derivatives gave buyers the option to buy AMC shares from Mudrick Capital for about $40—viewed as a seeming improbability when the stock was trading below $10.\nMr. Mudrick remained in contact with AMC Chief Executive Adam Aron about providing additional funding, leading to his recent share purchase. But he kept the derivative contracts outstanding as an insurance policy, one of the people familiar with the matter said.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117900573,"gmtCreate":1623112043092,"gmtModify":1634036881283,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Nio guys","listText":"Nio guys","text":"Nio guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117900573","repostId":"2141256310","repostType":4,"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114131986,"gmtCreate":1623056079045,"gmtModify":1634095795168,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/114131986","repostId":"1120676282","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115360147,"gmtCreate":1622952062489,"gmtModify":1634096644213,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115360147","repostId":"1134617207","repostType":2,"isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115384252,"gmtCreate":1622952018376,"gmtModify":1634096645850,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Why not. Market it still relatively small compared to futu","listText":"Why not. Market it still relatively small compared to futu","text":"Why not. Market it still relatively small compared to futu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115384252","repostId":"115389030","repostType":1,"repost":{"id":115389030,"gmtCreate":1622951465120,"gmtModify":1634096652029,"author":{"id":"3570785963862307","authorId":"3570785963862307","name":"Visology","avatar":"https://static.tigerbbs.com/1da534a527ba22747da475c0adcd8ac2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570785963862307","idStr":"3570785963862307"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;can it hit $35?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;can it hit $35?","text":"$Tiger Brokers(TIGR)$ can it hit $35?","images":[{"img":"https://static.tigerbbs.com/7add77591acfa6d463a0cf6cd10b571e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115389030","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115382749,"gmtCreate":1622951956481,"gmtModify":1634096646921,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Ttm","listText":"Ttm","text":"Ttm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115382749","repostId":"1156802172","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116778099,"gmtCreate":1622821465311,"gmtModify":1634097631326,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/116778099","repostId":"2140540596","repostType":4,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119107876,"gmtCreate":1622524608395,"gmtModify":1634100815608,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119107876","repostId":"2140457902","repostType":4,"repost":{"id":"2140457902","kind":"highlight","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":1622516312,"share":"https://www.laohunote.com/m/news/2140457902?lang=zh_CN&edition=full","pubTime":"2021-06-01 10:58","market":"hk","language":"en","title":"JD Logistics rises on inclusion in Hang Seng Composite Index<blockquote>京东物流纳入恒生综合指数股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2140457902","media":"Tiger Newspress","summary":"Shares of JD Logistics Inc rise as much as 5.7% to HK$43.9, the ninth most actively traded by turnover.Hang Seng Indexes Company says JD Logistics meets the Fast Entry Rule of various indexes and will be added to Hang Seng Composite Index and sub-indexes effective June 11 JD Logistics, spun off from e-commerce major JD.Com Inc began trading on May 28. It raised $3.16 bln in its IPO, the second-largest in Hong Kong so far in 2021. Shares of JD.Com climb 2.7% to HK$299, the highest since  May 7. T","content":"<p>Shares of JD Logistics Inc rise as much as 5.7% to HK$43.9, the ninth most actively traded by turnover.<img src=\"https://static.tigerbbs.com/5b8100b261190b1798a8289b8c1ec9d0\" tg-width=\"840\" tg-height=\"470\">Hang Seng Indexes Company says JD Logistics meets the Fast Entry Rule of various indexes and will be added to Hang Seng Composite Index and sub-indexes effective June 11&nbsp;JD Logistics, spun off from e-commerce major JD.Com Inc&nbsp;began trading on May 28</p><p><blockquote>京东物流股价上涨5.7%，至43.9港元，成交量排名第九。恒生指数公司称京东物流符合各指数快速进入规则，将于6月11日起纳入恒生综合指数及子指数 从电子商务巨头京东分拆出来的京东物流于5月28日开始交易</blockquote></p><p>It raised $3.16 bln in its IPO, the second-largest in Hong Kong so far in 2021</p><p><blockquote>该公司在首次公开募股中筹集了 31.6 亿美元，是 2021 年迄今为止香港第二大首次公开募股</blockquote></p><p>Shares of JD.Com climb 2.7% to HK$299, the highest since  May 7</p><p><blockquote>京东股价上涨2.7%至299港元，为5月7日以来最高</blockquote></p><p>The Hong Kong Hang Seng sub-index tracking information technology firms rises 2%, and the Hang Seng Tech Index climbs 1.3%</p><p><blockquote>跟踪信息技术公司的香港恒生分类指数上涨2%，恒生科技指数上涨1.3%</blockquote></p><p>The Hang Seng China enterprises index eases 0.1%, while the benchmark index edges up 0.1%</p><p><blockquote>恒生中国企业指数下跌0.1%，基准指数小幅上涨0.1%</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>JD Logistics rises on inclusion in Hang Seng Composite Index<blockquote>京东物流纳入恒生综合指数股价上涨</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\">\nJD Logistics rises on inclusion in Hang Seng Composite Index<blockquote>京东物流纳入恒生综合指数股价上涨</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\">2021-06-01 10:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Shares of JD Logistics Inc rise as much as 5.7% to HK$43.9, the ninth most actively traded by turnover.<img src=\"https://static.tigerbbs.com/5b8100b261190b1798a8289b8c1ec9d0\" tg-width=\"840\" tg-height=\"470\">Hang Seng Indexes Company says JD Logistics meets the Fast Entry Rule of various indexes and will be added to Hang Seng Composite Index and sub-indexes effective June 11&nbsp;JD Logistics, spun off from e-commerce major JD.Com Inc&nbsp;began trading on May 28</p><p><blockquote>京东物流股价上涨5.7%，至43.9港元，成交量排名第九。恒生指数公司称京东物流符合各指数快速进入规则，将于6月11日起纳入恒生综合指数及子指数 从电子商务巨头京东分拆出来的京东物流于5月28日开始交易</blockquote></p><p>It raised $3.16 bln in its IPO, the second-largest in Hong Kong so far in 2021</p><p><blockquote>该公司在首次公开募股中筹集了 31.6 亿美元，是 2021 年迄今为止香港第二大首次公开募股</blockquote></p><p>Shares of JD.Com climb 2.7% to HK$299, the highest since  May 7</p><p><blockquote>京东股价上涨2.7%至299港元，为5月7日以来最高</blockquote></p><p>The Hong Kong Hang Seng sub-index tracking information technology firms rises 2%, and the Hang Seng Tech Index climbs 1.3%</p><p><blockquote>跟踪信息技术公司的香港恒生分类指数上涨2%，恒生科技指数上涨1.3%</blockquote></p><p>The Hang Seng China enterprises index eases 0.1%, while the benchmark index edges up 0.1%</p><p><blockquote>恒生中国企业指数下跌0.1%，基准指数小幅上涨0.1%</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02618":"京东物流","JD":"京东","09618":"京东集团-SW"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140457902","content_text":"Shares of JD Logistics Inc rise as much as 5.7% to HK$43.9, the ninth most actively traded by turnover.Hang Seng Indexes Company says JD Logistics meets the Fast Entry Rule of various indexes and will be added to Hang Seng Composite Index and sub-indexes effective June 11 JD Logistics, spun off from e-commerce major JD.Com Inc began trading on May 28It raised $3.16 bln in its IPO, the second-largest in Hong Kong so far in 2021Shares of JD.Com climb 2.7% to HK$299, the highest since  May 7The Hong Kong Hang Seng sub-index tracking information technology firms rises 2%, and the Hang Seng Tech Index climbs 1.3%The Hang Seng China enterprises index eases 0.1%, while the benchmark index edges up 0.1%","news_type":1,"symbols_score_info":{"90032":0.9,"09618":0.9,"JD":0.9,"02618":0.9}},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110285613,"gmtCreate":1622459963732,"gmtModify":1634101334621,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Fomo if coming again","listText":"Fomo if coming again","text":"Fomo if coming again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/110285613","repostId":"2139430892","repostType":4,"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137017673,"gmtCreate":1622268208792,"gmtModify":1634102599466,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Latest earning still growing revenue more than 100%&nbsp;[愤怒]&nbsp;","listText":"Latest earning still growing revenue more than 100%&nbsp;[愤怒]&nbsp;","text":"Latest earning still growing revenue more than 100% [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137017673","repostId":"1142858927","repostType":2,"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":342035905,"gmtCreate":1618124789707,"gmtModify":1634294777010,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"FB is still quite undervalue even with recent run up imo.&nbsp;","listText":"FB is still quite undervalue even with recent run up imo.&nbsp;","text":"FB is still quite undervalue even with recent run up imo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/342035905","repostId":"1180128899","repostType":4,"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372760861,"gmtCreate":1619243773353,"gmtModify":1634287467390,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"If baba is not a Chinese company, valuation could have been easily double&nbsp;","listText":"If baba is not a Chinese company, valuation could have been easily double&nbsp;","text":"If baba is not a Chinese company, valuation could have been easily double","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/372760861","repostId":"1172227414","repostType":4,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116778099,"gmtCreate":1622821465311,"gmtModify":1634097631326,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/116778099","repostId":"2140540596","repostType":4,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345806918,"gmtCreate":1618295126834,"gmtModify":1634293888964,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"How can you miss out TIGR? Growth rate is more than 100% and its profitable..&nbsp;","listText":"How can you miss out TIGR? Growth rate is more than 100% and its profitable..&nbsp;","text":"How can you miss out TIGR? Growth rate is more than 100% and its profitable..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/345806918","repostId":"2127098439","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":850166083,"gmtCreate":1634565642623,"gmtModify":1634566277928,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Tigr growth rate is still more than 100%. Yoy. Remember that.&nbsp;","listText":"Tigr growth rate is still more than 100%. Yoy. Remember that.&nbsp;","text":"Tigr growth rate is still more than 100%. Yoy. Remember that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850166083","repostId":"1148656470","repostType":2,"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109742224,"gmtCreate":1619735983568,"gmtModify":1634210410781,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Fantastic result.&nbsp;","listText":"Fantastic result.&nbsp;","text":"Fantastic result.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/109742224","repostId":"2131534297","repostType":2,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350424375,"gmtCreate":1616260024397,"gmtModify":1634526554935,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Time to go with nio","listText":"Time to go with nio","text":"Time to go with nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350424375","repostId":"1147661553","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110285613,"gmtCreate":1622459963732,"gmtModify":1634101334621,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Fomo if coming again","listText":"Fomo if coming again","text":"Fomo if coming again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/110285613","repostId":"2139430892","repostType":4,"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101815838,"gmtCreate":1619876332724,"gmtModify":1634209353605,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Vehicle margin is now &gt;20%. Imo nio will be profitable by 2022.","listText":"Vehicle margin is now &gt;20%. Imo nio will be profitable by 2022.","text":"Vehicle margin is now >20%. Imo nio will be profitable by 2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101815838","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","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":1619792975,"share":"https://www.laohunote.com/m/news/1142070002?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%，此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</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 rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</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 rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%，此前下跌近 4%</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\">2021-04-30 22:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%，此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</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":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379744655,"gmtCreate":1618798289577,"gmtModify":1631884223590,"author":{"id":"3561528639144665","authorId":"3561528639144665","name":"SHAUN","avatar":"https://static.tigerbbs.com/f957e9ccadc0e6cd09e1f350be179747","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561528639144665","idStr":"3561528639144665"},"themes":[],"title":"","htmlText":"Imo people are buying due to&nbsp;hype which lead to the huge gain in bitcoin price. Just a matter of time this bubble will burst.&nbsp;","listText":"Imo people are buying due to&nbsp;hype which lead to the huge gain in bitcoin price. Just a matter of time this bubble will burst.&nbsp;","text":"Imo people are buying due to hype which lead to the huge gain in bitcoin price. Just a matter of time this bubble will burst.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/379744655","repostId":"1182497750","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}