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Donovon
2021-04-19
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Donovon
2021-06-04
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Donovon
2021-05-18
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Donovon
2021-06-08
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Donovon
2021-06-05
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U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>
Donovon
2021-04-18
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Donovon
2021-03-24
Time to buy the dip?
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Donovon
2021-06-11
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Donovon
2021-05-12
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Donovon
2021-05-07
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Square gets a bitcoin boost with revenue up 266%<blockquote>Square 的比特币增长,收入增长 266%</blockquote>
去老虎APP查看更多动态
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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/169231588","repostId":"1122785578","repostType":4,"repost":{"id":"1122785578","kind":"news","pubTimestamp":1623836629,"share":"https://www.laohunote.com/m/news/1122785578?lang=zh_CN&edition=full","pubTime":"2021-06-16 17:43","market":"us","language":"en","title":"Is Arrival Becoming A Short Squeeze Target? WallStreetBets Post Sends Shares Soaring<blockquote>到达是否正在成为空头挤压目标?华尔街投注帖子导致股价飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122785578","media":"benzinga","summary":"Arrival SA(NASDAQ:ARVL) shares are up over 11% in Wednesday's pre-market regular session after closi","content":"<p><div> Arrival SA(NASDAQ:ARVL) shares are up over 11% in Wednesday's pre-market regular session after closing nearly 6% higher in the regular session a day prior. The surge comes in the aftermath of a poston...</p><p><blockquote><div>Arrival SA(纳斯达克股票代码:ARVL)股价在周三盘前常规交易中上涨超过 11%,此前一天的常规交易中收盘上涨近 6%。激增发生在一个帖子之后……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21581910/is-arrival-becoming-a-short-squeeze-target-wallstreetbets-post-sends-shares-soaring\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21581910/is-arrival-becoming-a-short-squeeze-target-wallstreetbets-post-sends-shares-soaring\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Is Arrival Becoming A Short Squeeze Target? WallStreetBets Post Sends Shares Soaring<blockquote>到达是否正在成为空头挤压目标?华尔街投注帖子导致股价飙升</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\">\nIs Arrival Becoming A Short Squeeze Target? WallStreetBets Post Sends Shares Soaring<blockquote>到达是否正在成为空头挤压目标?华尔街投注帖子导致股价飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-16 17:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Arrival SA(NASDAQ:ARVL) shares are up over 11% in Wednesday's pre-market regular session after closing nearly 6% higher in the regular session a day prior. The surge comes in the aftermath of a poston...</p><p><blockquote><div>Arrival SA(纳斯达克股票代码:ARVL)股价在周三盘前常规交易中上涨超过 11%,此前一天的常规交易中收盘上涨近 6%。激增发生在一个帖子之后……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21581910/is-arrival-becoming-a-short-squeeze-target-wallstreetbets-post-sends-shares-soaring\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21581910/is-arrival-becoming-a-short-squeeze-target-wallstreetbets-post-sends-shares-soaring\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21581910/is-arrival-becoming-a-short-squeeze-target-wallstreetbets-post-sends-shares-soaring\">benzinga</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":{"GME":"游戏驿站","CLNE":"Clean Energy Fuels Corp"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21581910/is-arrival-becoming-a-short-squeeze-target-wallstreetbets-post-sends-shares-soaring","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122785578","content_text":"Arrival SA(NASDAQ:ARVL) shares are up over 11% in Wednesday's pre-market regular session after closing nearly 6% higher in the regular session a day prior. The surge comes in the aftermath of a poston Reddit investor forum r/WallStreetBets discussed short positions in the electric vehicle company.\nWhat Happened:The post by user Trancify pointed out that there are 9.62 million registered shares shorted while Arrival has a float of 51.7 million.\nTrancify noted that the 9.62 million shorted number did not include Failure to Delivers (FTD) or “Naked Shorts”, which the poster said amounted to 1 million shares — citing Fintel data.\nFurther, the post pointed out the discrepancy between the number of shares available for shorting and the actual number shorted.\nWhy It Matters:The poster hinted that someone has been buying or shorting 14,000 Arrival contracts per day and the open interest is reset each day implying the options are being exercised.\n“Short interest on $ARVL is massive, and interested parties seem to be betting on a PIPE unlock soon. They are paying over 100% for their borrow fee and could be forced to cover if the stock gains upward momentum. They appear to be manipulating the price and buying time through options contracts,” the post stated.\nWallStreetBets is best-known for short squeezes in stocks like GameStop Corp(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC).\nOn Tuesday, Arrival attracted 133 mentions on WallStreetBets. At press time,the most discussed names were Clean Energy Fuels Corp(NASDAQ:CLNE), AMC, and ContextLogic Inc(NASDAQ:WISH).","news_type":1,"symbols_score_info":{"CLNE":0.9,"ARVL":0.9,"GME":0.9,"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":2996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184508301,"gmtCreate":1623717658503,"gmtModify":1631888939451,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184508301","repostId":"1186461856","repostType":4,"isVote":1,"tweetType":1,"viewCount":3590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186755889,"gmtCreate":1623544203241,"gmtModify":1631888939449,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186755889","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","kind":"news","pubTimestamp":1623537503,"share":"https://www.laohunote.com/m/news/1185020128?lang=zh_CN&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme 股票飙升 1,000%,领跑这两只顶级小盘股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p><p><blockquote>游戏驿站可能是 SPDR S&P 600 小盘股价值的最大持股,但这并不是该 ETF 击败成长型股票的唯一原因。</blockquote></p><p> The $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p><p><blockquote>这只价值 42 亿美元的价值基金追踪标准普尔小型股 600 价值指数 (SLYV),该指数由基于账面市盈率、市盈率和销售率的最强价值特征的股票组成。截至周四收盘,SLYV 今年上涨了 32%。</blockquote></p><p> That more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p><p><blockquote>这比其成长型股票 SPDR S&P 600 Small Cap Growth (SLYG) 的回报率增加了一倍多,后者上涨了 15%。SLYG 跟踪的指数包括基于销售增长、盈利对价格和势头的变化而具有最强增长特征的股票。</blockquote></p><p> Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.</p><p><blockquote>回到 SLYV,金融业占该行业权重最大,占资产的 24%。工业约占17%,非必需消费品15%,房地产10%。信息技术紧随其后,占8%,材料、能源和医疗保健各占6%。消费品、公用事业和通信服务等较小的头寸占其余头寸。</blockquote></p><p> SPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.</p><p><blockquote>SPDR S&P 600 小盘股价值位居 IBD ETF 领先地位,但 SPDR S&P 600 小盘股增长并非如此。</blockquote></p><p> <b>GameStop Stock Leads</b></p><p><blockquote><b>游戏驿站股票领先</b></blockquote></p><p> <b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p><p><blockquote><b>游戏驿站</b>(GME),<b>梅西百货</b>(米),<b>PDC能源</b>(PDCE),<b>Resideo技术公司</b>(雷齐)和<b>联合银行</b>(BKU)是截至周三的前五大持股。</blockquote></p><p> <b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath & Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p><p><blockquote><b>太平洋卓越银行</b>(PPBI),<b>床浴及其他</b>(BBBY),<b>美国银行</b>(ABCB),<b>第一个夏威夷人</b>(FHB)和<b>洞察企业</b>(NSIT)跻身前10名。</blockquote></p><p> GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p><p><blockquote>游戏驿站今年经历了很大的波动。今年早些时候,在 Reddit/WallStreetBets crowd.GME 引发的空头挤压反弹中,该股飙升约 2,500%。随后,GME 股票从 1 月 28 日的高点暴跌 92%,跌至 2 月中旬的低点。随后在接下来的三周内飙升了 805%,在接下来的两周内下降了 66%。</blockquote></p><p> Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p><p><blockquote>此后,股价一直相对低迷,直到周四暴跌 27%。即便如此,截至周四收盘,游戏驿站股价今年迄今已上涨 1,070%。</blockquote></p><p> Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p><p><blockquote>GME 会夸大 SLYV 的业绩吗?当然,考虑到其四位数的增益。但看看 SLYG 的投资组合很有趣。游戏驿站股票也是成长型股票 ETF 中持有量最大的股票,尽管前 10 名中的其他股票差异很大。</blockquote></p><p> <b>Second Meme Stock In Top 10</b></p><p><blockquote><b>前 10 名中的第二只模因股票</b></blockquote></p><p> PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p><p><blockquote>PDC Energy 上涨 130%,在前 10 名中涨幅第二大。这家总部位于科罗拉多州的石油和天然气勘探公司的相对实力评级为 97,这意味着它在所有股票中排名前 3%。其相对强弱线处于 52 周高点,这是一个看涨信号。</blockquote></p><p> Bed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p><p><blockquote>另一只模因股票 Bed Bath & Beyond 今年上涨了 78%。1 月份,股价飙升超过 200%,出现了一系列两位数的剧烈波动。BBBY 股票随后回吐了大部分涨幅。</blockquote></p><p> But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.</p><p><blockquote>但这家家居用品零售商似乎又回到了 WallStreetBets 讨论组的视线中。6 月 2 日,Bed Bath & Beyond 飙升 62%,然后在接下来的交易日暴跌 28%。</blockquote></p><p> The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.</p><p><blockquote>前 10 名股票的其余表现也优于大盘。梅西百货今年迄今已上涨 68%,而 Resideo、Pacific Premier 和 Ameris 的股价均上涨超过 40%。涨幅最低的银行控股公司 First Hawaiian 上涨了 20%。截至周四收盘,标普500上涨 13%。</blockquote></p><p> SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.</p><p><blockquote>根据 MarketSmithChart 分析,SLYV 仍处于带手柄的 acup 的潜在买入区间,为 87.29。 SLYV 和 SLYG 收取 0.15% 的费用率。</blockquote></p><p></p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme 股票飙升 1,000%,领跑这两只顶级小盘股</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme 股票飙升 1,000%,领跑这两只顶级小盘股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-06-13 06:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p><p><blockquote>游戏驿站可能是 SPDR S&P 600 小盘股价值的最大持股,但这并不是该 ETF 击败成长型股票的唯一原因。</blockquote></p><p> The $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p><p><blockquote>这只价值 42 亿美元的价值基金追踪标准普尔小型股 600 价值指数 (SLYV),该指数由基于账面市盈率、市盈率和销售率的最强价值特征的股票组成。截至周四收盘,SLYV 今年上涨了 32%。</blockquote></p><p> That more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p><p><blockquote>这比其成长型股票 SPDR S&P 600 Small Cap Growth (SLYG) 的回报率增加了一倍多,后者上涨了 15%。SLYG 跟踪的指数包括基于销售增长、盈利对价格和势头的变化而具有最强增长特征的股票。</blockquote></p><p> Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.</p><p><blockquote>回到 SLYV,金融业占该行业权重最大,占资产的 24%。工业约占17%,非必需消费品15%,房地产10%。信息技术紧随其后,占8%,材料、能源和医疗保健各占6%。消费品、公用事业和通信服务等较小的头寸占其余头寸。</blockquote></p><p> SPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.</p><p><blockquote>SPDR S&P 600 小盘股价值位居 IBD ETF 领先地位,但 SPDR S&P 600 小盘股增长并非如此。</blockquote></p><p> <b>GameStop Stock Leads</b></p><p><blockquote><b>游戏驿站股票领先</b></blockquote></p><p> <b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p><p><blockquote><b>游戏驿站</b>(GME),<b>梅西百货</b>(米),<b>PDC能源</b>(PDCE),<b>Resideo技术公司</b>(雷齐)和<b>联合银行</b>(BKU)是截至周三的前五大持股。</blockquote></p><p> <b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath & Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p><p><blockquote><b>太平洋卓越银行</b>(PPBI),<b>床浴及其他</b>(BBBY),<b>美国银行</b>(ABCB),<b>第一个夏威夷人</b>(FHB)和<b>洞察企业</b>(NSIT)跻身前10名。</blockquote></p><p> GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p><p><blockquote>游戏驿站今年经历了很大的波动。今年早些时候,在 Reddit/WallStreetBets crowd.GME 引发的空头挤压反弹中,该股飙升约 2,500%。随后,GME 股票从 1 月 28 日的高点暴跌 92%,跌至 2 月中旬的低点。随后在接下来的三周内飙升了 805%,在接下来的两周内下降了 66%。</blockquote></p><p> Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p><p><blockquote>此后,股价一直相对低迷,直到周四暴跌 27%。即便如此,截至周四收盘,游戏驿站股价今年迄今已上涨 1,070%。</blockquote></p><p> Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p><p><blockquote>GME 会夸大 SLYV 的业绩吗?当然,考虑到其四位数的增益。但看看 SLYG 的投资组合很有趣。游戏驿站股票也是成长型股票 ETF 中持有量最大的股票,尽管前 10 名中的其他股票差异很大。</blockquote></p><p> <b>Second Meme Stock In Top 10</b></p><p><blockquote><b>前 10 名中的第二只模因股票</b></blockquote></p><p> PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p><p><blockquote>PDC Energy 上涨 130%,在前 10 名中涨幅第二大。这家总部位于科罗拉多州的石油和天然气勘探公司的相对实力评级为 97,这意味着它在所有股票中排名前 3%。其相对强弱线处于 52 周高点,这是一个看涨信号。</blockquote></p><p> Bed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p><p><blockquote>另一只模因股票 Bed Bath & Beyond 今年上涨了 78%。1 月份,股价飙升超过 200%,出现了一系列两位数的剧烈波动。BBBY 股票随后回吐了大部分涨幅。</blockquote></p><p> But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.</p><p><blockquote>但这家家居用品零售商似乎又回到了 WallStreetBets 讨论组的视线中。6 月 2 日,Bed Bath & Beyond 飙升 62%,然后在接下来的交易日暴跌 28%。</blockquote></p><p> The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.</p><p><blockquote>前 10 名股票的其余表现也优于大盘。梅西百货今年迄今已上涨 68%,而 Resideo、Pacific Premier 和 Ameris 的股价均上涨超过 40%。涨幅最低的银行控股公司 First Hawaiian 上涨了 20%。截至周四收盘,标普500上涨 13%。</blockquote></p><p> SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.</p><p><blockquote>根据 MarketSmithChart 分析,SLYV 仍处于带手柄的 acup 的潜在买入区间,为 87.29。 SLYV 和 SLYG 收取 0.15% 的费用率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">investors</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":{"PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1,"symbols_score_info":{"PDCE":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181137433,"gmtCreate":1623377868822,"gmtModify":1631888939455,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/181137433","repostId":"1147547408","repostType":4,"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189566254,"gmtCreate":1623282196278,"gmtModify":1631888939455,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189566254","repostId":"1145830147","repostType":4,"isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180163022,"gmtCreate":1623195176266,"gmtModify":1631888939457,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment","listText":"Pls comment","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/180163022","repostId":"1109039533","repostType":4,"isVote":1,"tweetType":1,"viewCount":3850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117051860,"gmtCreate":1623111134550,"gmtModify":1631888939460,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/117051860","repostId":"2141342255","repostType":4,"isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115540392,"gmtCreate":1623024428816,"gmtModify":1631891743050,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115540392","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115013092,"gmtCreate":1622940552016,"gmtModify":1631891743060,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115013092","repostId":"1148130971","repostType":4,"repost":{"id":"1148130971","kind":"news","pubTimestamp":1622866524,"share":"https://www.laohunote.com/m/news/1148130971?lang=zh_CN&edition=full","pubTime":"2021-06-05 12:15","market":"us","language":"en","title":"Can NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗?我们认为这是一个“何时”而不是“如果”的问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148130971","media":"seekingalpha","summary":"NIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.We believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.NIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fas","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>NIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.</li> <li>The company's innovative approach and overseas expansion strategy, combined with the growing market sentiment on global electrification and automation are expected to boost the company's valuation.</li> <li>We believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b31b2f189fa181e941126674e0b4c0b\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Drew Angerer/Getty Images News via Getty Images</span></p><p><blockquote><ul><li>蔚来汽车的股价在过去一年中飙升了 816% 以上,在 3 月初成长型股票抛售之前,于 2 月初达到近 62 美元的峰值。</li><li>公司的创新方法和海外扩张战略,加上全球电气化和自动化市场情绪不断增长,预计将提升公司估值。</li><li>我们相信,随着自动驾驶成为现实,全球电动汽车销量持续增长,蔚来汽车的股价到 2025 年将飙升至 160 美元以上。</li></ul><p class=\"t-img-caption\"><span>摄影:Drew Angerer/Getty Images 新闻来自 Getty Images</span></p></blockquote></p><p> Despite it being a local Chinese electric vehicle (“EV”) brand that has only recently started its overseas expansion into Europe, NIO(NYSE:NIO)has already garnered significant international attention amidst avid investors within the EV sector in recent years. It has only been three short years since NIO made its first deliveries in mid-2018, yet many are already wondering whether its share price can reach similar heights as an industry leader, Tesla’s(NASDAQ:TSLA). Albeit a little farfetched given Tesla is currently trading at more than $600 per share with a market cap of more than $600 billion, we do believe NIO has promising potential to break $100 per share before 2025. Even Wall Street Analysts remain optimistic about the company’s future by assigning a price target of close to $60, which represents upward potential of more than 35% based on the last traded share price of $42.34 (June 1st).</p><p><blockquote>尽管蔚来(纽约证券交易所股票代码:NIO)是一个中国本土电动汽车(“EV”)品牌,最近才开始向欧洲进行海外扩张,但近年来,它已经在电动汽车领域的狂热投资者中获得了极大的国际关注。自蔚来在 2018 年年中首次交付以来,只有短短三年时间,但许多人已经在猜测其股价能否达到与行业领导者特斯拉(纳斯达克股票代码:TSLA)类似的高度。尽管考虑到特斯拉目前的交易价格超过每股 600 美元,市值超过 6000 亿美元,这有点牵强,但我们确实相信蔚来在 2025 年之前有潜力突破每股 100 美元。就连华尔街分析师也对该公司的未来保持乐观,他们将目标价定为接近 60 美元,根据最新交易股价 42.34 美元(6 月 1 日)计算,该公司的上涨潜力超过 35%。</blockquote></p><p> Founded in 2014, NIO has sold and delivered more than 100,000 vehicles in China to date. The company boasts a fleet of five emission-free, fully battery-powered models, ranging from sports cars to luxury sedans and full-size SUVs. In addition to their vehicles, NIO is also known for their significant progress achieved in innovative technology, including state-of-the-art battery solutions, artificial intelligence, and autonomous driving. The company has also recently turned their global expansion plans into reality, with the first overseas NIO store to open in Oslo, Norway in Q3 2021. We believe that reaching a share price of $100 is no longer a question of “if”, but instead, “when”.</p><p><blockquote>蔚来成立于2014年,迄今已在华销售和交付超过10万辆汽车。该公司拥有五款零排放、全电池供电的车型,从跑车到豪华轿车和全尺寸 SUV。除了汽车之外,蔚来还因其在创新技术方面取得的重大进展而闻名,包括最先进的电池解决方案、人工智能和自动驾驶。该公司最近还将其全球扩张计划变为现实,第一家海外蔚来商店将于2021年第三季度在挪威奥斯陆开业。我们认为,股价达到 100 美元不再是 “是否 ”的问题,而是 “何时 ”的问题。</blockquote></p><p> <b>A Trailblazer in Innovative Technology</b></p><p><blockquote><b>创新技术的开拓者</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9fd877602d5604bc3a69593badfdf\" tg-width=\"640\" tg-height=\"262\"><span>Source:ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ir.nio.com</span></p></blockquote></p><p> NIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fast and convenient solution to concerns over the typically limited travel range of EVs. Similar to a gas station, Power Swap is a battery swapping station that can swap a dead battery out for a fully charged one in under three minutes; a fully charged battery enables a NIO vehicle to travel up to 435 miles, which is more than double of the 181-mile average travel range of electric vehicles currently available on the market. NIO owners have the option to subscribe to the“Battery as a Service” (“BaaS”)package, which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal needs. The company currently offers a standard 75 kWh battery which enables a travel range of up to 310 miles on a full charge, and an enhanced 100 kWh battery which enables a travel range of up to 435 miles on a full charge; both are available for NIO owners to choose from on a month-to-month basis under BaaS. To date, there are more than 226 battery swapping stations across China, with more on the way following a recent strategic partnership agreement between NIO and Sinopec. NIO’s vehicles are also compatible with local competitor XPeng’s(NYSE:XPEV)1,140 vehicle charging stations available across 164 cities in China, which further enhances its existing network of charging infrastructure in place for NIO owners.</p><p><blockquote>蔚来一直表现出令人不安的创新者的特征。该品牌因其在电池更换技术 “Power Swap ”方面的突破而广为人知,该技术为蔚来车主提供了一种快速便捷的解决方案,以解决电动汽车通常行驶里程有限的问题。类似于加油站,Power Swap是一种电池交换站,可以在三分钟内将没电的电池换成充满电的电池;充满电的电池可使蔚来汽车行驶435英里,是目前市场上电动汽车181英里平均行驶里程的两倍多。蔚来车主可选择订阅「电池即服务」(「BaaS」)套餐,这是一项按月订阅服务,可根据个人需求为蔚来车主提供灵活的电池升级选择。该公司目前提供标准的 75 kWh 电池,充满电后可行驶 310 英里;以及增强型 100 kWh 电池,充满电后可行驶 435 英里;在BaaS下,两者都可供蔚来所有者按月选择。迄今为止,全国已有超过226个换电站,随着蔚来和中石化最近签署战略合作伙伴协议,更多的换电站正在建设中。蔚来的汽车还兼容本地竞争对手小鹏汽车(纽约证券交易所股票代码:XPEV)在中国 164 个城市的 1140 个汽车充电站,这进一步增强了其为蔚来车主提供的现有充电基础设施网络。</blockquote></p><p> In addition to the developed network of infrastructure needed to sustain NIO EVs in the long run, the company has also been working diligently on perfecting their autonomous driving and AI technology in order to remain competitive in the broader EV and tech space. NIO has already been performing testing on its autonomous driving systems since 2016, with their first testing on public roads in Beijing performed in 2018. The company’s commitment to the future of passenger transportation is also proven through their development of EVE, the brand’s concept car for autonomous driving which encompasses a luxurious, comfortable and safe experience powered by NIO’s NOMI AI, the world’s first in-vehicle artificial intelligence.</p><p><blockquote>除了长期维持蔚来电动汽车所需的发达基础设施网络外,该公司还一直在努力完善其自动驾驶和人工智能技术,以便在更广泛的电动汽车和科技领域保持竞争力。蔚来自2016年以来一直在对其自动驾驶系统进行测试,2018年在北京公共道路上进行了首次测试。该公司对客运未来的承诺也体现在他们开发的 EVE 上,这是该品牌的自动驾驶概念车,由蔚来的 NOMI AI(全球首个车载人工智能)提供豪华、舒适和安全的体验。</blockquote></p><p></p><p> To further enhance their progress in autonomous driving technology, NIO has recently partnered with Mobileye – an Intel-owned(NASDAQ:INTC)company known for developing the “EyeQ chip” currently used by more than 27 car manufacturers for their assisted-driving technologies – to develop and commercialize driving automation that does not require human interaction (i.e. “level 4” autonomous driving). Their collaboration is expected to accelerate NIO’s launch of the “Autonomous Driving as a Service” (“ADaaS”) package, which is a monthly subscription for their autonomous driving technology, “NIO Autonomous Driving” (“NAD”). However, similar to Tesla’s “Full Self-Driving” package, the NAD technology that is expected to launch in 2022 does not yet make NIO vehicles capable of driving without human intervention, but it does catapult NIO to a comparable spot with industry leader Tesla in the race towards level 4 autonomous driving. NIO owners will have the option to subscribe to ADaaS for a monthly subscription fee of RMB 680. With more than 102,000 NIO vehicles on the road today, the new subscription package is expected to generate incremental annual sales of RMB 840 million ($132 million); the additional revenue stream is valued at approximately RMB 10 billion ($1.6 billion) upon the service’s inception, assuming an average vehicle life of 12 years with most existing NIO owners signing up.</p><p><blockquote>为了进一步推进其在自动驾驶技术方面的进展,蔚来最近与英特尔旗下(纳斯达克股票代码:INTC)公司 Mobileye 合作,开发不需要人工交互的驾驶自动化(即 “4 级 ”自动驾驶)并将其商业化。他们的合作有望加速蔚来推出 “自动驾驶即服务 ”(ADaaS)套餐,该套餐是其自动驾驶技术 “蔚来自动驾驶 ”(NAD)的月度订阅。然而,与特斯拉的 “全自动驾驶 ”套件类似,预计将于 2022 年推出的 NAD 技术尚未使蔚来汽车能够在没有人工干预的情况下驾驶,但它确实将蔚来推向了与行业领导者特斯拉不相上下的位置。蔚来用户可以选择订阅ADaaS,每月订阅费为人民币680元。目前上路的蔚来汽车超过 102,000 辆,新的订阅套餐预计将带来 8.4 亿元人民币(1.32 亿美元)的增量年销售额;假设大多数现有蔚来车主都注册了这项服务,那么在这项服务推出时,额外的收入来源估计约为 100 亿元人民币(16 亿美元)。</blockquote></p><p> NIO’s continuous developments in autonomous driving technology are expected to benefit the company and its shareholders greatly in the near future. By 2025, the global autonomous cars market will become one of the fastest growing and most highly demanded segments with an estimated value of $1.6 trillion. A 6% share of this market would add a valuation of at least $100 billion to NIO’s existing $67 billion market cap, boosting its per unit share value to more than $100. Considering NIO is currently one of the very few fully electric automakers to have achieved tangible results within the autonomous driving scene, and is actively growing its overseas sales, we are confident that the company is capable of capturing more than 6% of the said market share, and achieve a per unit share price of more than $100 by 2025 with ease. Combined with the global shift in consumer preference towards electrification and automation, we are projecting vehicle sales of approximately 300,000 units by FY 2025, which will yield total revenues of approximately RMB 140 billion ($22 billion).</p><p><blockquote>蔚来在自动驾驶技术方面的持续发展有望在不久的将来使公司及其股东受益匪浅。到2025年,全球自动驾驶汽车市场将成为增长最快、需求量最大的细分市场之一,估计价值达1.6万亿美元。如果占据该市场 6% 的份额,蔚来现有 670 亿美元的市值将至少增加 1000 亿美元,使其每股价值超过 100 美元。考虑到蔚来是目前极少数在自动驾驶领域取得切实成果的纯电动汽车制造商之一,并且正在积极增长海外销量,我们有信心该公司有能力占领上述6%以上的市场份额,并轻松实现到2025年每股价格超过100美元。结合全球消费者偏好向电气化和自动化的转变,我们预计到 2025 财年汽车销量将达到约 300,000 辆,总收入将达到约 1,400 亿元人民币(220 亿美元)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6c800a04e6df92802f6893d214eecdd\" tg-width=\"640\" tg-height=\"213\"><span>Source: Author, with data from our internal forecasts (NIO_-_Forecasted_Financial_Information.pdf).</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部预测(NIO_-_Forecasted_Financial_Information.pdf)。</span></p></blockquote></p><p> <b>Global Expansion</b></p><p><blockquote><b>全球扩张</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537449f8f7ee9c736b48c1776cbb7259\" tg-width=\"640\" tg-height=\"249\"><span>Source: ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ir.nio.com</span></p></blockquote></p><p> Another catalyst that will propel NIO’s share price beyond $100 is their ongoing overseas expansion efforts. NIO has been transparent about their intentions to expand globally, especially in the U.S. and Europe, as part of their plans in becoming an industry leader. NIO will be opening its first overseas sales and service centre in Oslo, Norway in September. The brand’s footprint in Norway will further expand in 2022 with four more NIO stores to open in Bergen, Stavanger, Trondheim and Kristiansand. In addition to its direct sales and service centres, NIO will also be introducing a full charging map for Europe, starting with four NIO Power Swap stations in Norway to provide new NIO owners with the convenience and range that the brand builds its success on. NIO’s flagship SUV, the ES8, which currently retails at a starting price of approximately US$67,000, will be the first model introduced in the European market, with the brand’s newest full-size sedan, the ET7, to follow in 2022.</p><p><blockquote>推动蔚来股价突破 100 美元的另一个催化剂是他们正在进行的海外扩张努力。蔚来一直透露其全球扩张的意图,尤其是在美国和欧洲,作为其成为行业领导者计划的一部分。蔚来将于9月在挪威奥斯陆开设其首个海外销售和服务中心。2022 年,该品牌在挪威的足迹将进一步扩大,蔚来将在卑尔根、斯塔万格、特隆赫姆和克里斯蒂安桑开设四家门店。除了直销和服务中心外,蔚来还将为欧洲推出完整的充电地图,首先是挪威的四个蔚来换电站,为蔚来的新车主提供该品牌赖以取得成功的便利和续航里程。蔚来的旗舰 SUV ES8 目前的起售价约为 6.7 万美元,将是首款引入欧洲市场的车型,随后该品牌最新的全尺寸轿车 ET7 将于 2022 年推出。</blockquote></p><p> With a proven sales track record in China’s luxury EV market, and specs comparable to the globally recognized Tesla, there is no reason for NIO to not succeed overseas. As mentioned in earlier sections, NIO’s vehicles have a driving range of up to 435 miles on a full charge, making it a desirable choice for potential European and American car owners looking for a reliable companion to accompany them on daily commutes to long road trips. The NIO exterior and interior designs are also modern, luxurious, and comparable to those preferred by the European and North American population. Combined with a diverse product line and price range, NIO is equipped to take on the increasing demands for EVs on a global scale.</p><p><blockquote>蔚来在中国豪华电动汽车市场拥有良好的销售记录,其规格可与全球知名的特斯拉相媲美,因此没有理由不在海外取得成功。如前所述,蔚来车辆充满电后的续航里程可达 435 英里,对于那些正在寻找可靠伴侣陪伴他们进行日常通勤和长途旅行的欧美潜在车主来说,这是一个理想的选择。蔚来的外观和内饰设计也是现代、豪华的,可与欧洲和北美人口的偏好相媲美。结合多样化的产品线和价格范围,蔚来有能力满足全球范围内对电动汽车日益增长的需求。</blockquote></p><p> <b>NIO’s Historical Performance</b></p><p><blockquote><b>蔚来的历史表现</b></blockquote></p><p></p><p> Just a little more than a year ago, NIO’s share price hit an all-time low at under $2 amidst liquidity troubles despite continued vehicle sales. In mid-2020, the municipal government of Hefei, China came to NIO’s rescue with a capital injection of RMB 7 billion (approximately $1 billion). The arrangement resulted in the creation of “NIO China”, which serves as the operating entity that holds all of NIO’s core businesses and assets; NIO currently holds a 90.36% ownership interest in NIO China, while the “Hefei Strategic Investors” consortium holds the remainder 9.64%. The partnership became the company’s lifeline; the additional capital brought forth significant improvements to the company’s operations and vehicle sales, which were reflected in their strong financial performance and upward trend in share price in the summer of 2020. By the end of 2020’s second quarter, NIO’s share price rebounded by almost 20% on average after posting a 171% quarter-over-quarter increase in total revenues. The company’s share price more than tripled in 2020’s third quarter, averaging $15.40, and continued to climb towards its fourth quarter average of $38.70. By the end of the latest quarter ended March 31st, 2021, NIO’s share price averaged $50.97, and peaked at almost $62 in February which is more than 10x its IPO price in 2018. The company holds a market cap of more than $67 billion today, outgrowing its mere $1 billion market cap when it made its debut on the NYSE.</p><p><blockquote>就在一年多前,尽管汽车销售仍在继续,但由于流动性问题,蔚来的股价还是创下了不到 2 美元的历史新低。2020 年年中,中国合肥市政府出手相救,注资 70 亿元人民币(约合 10 亿美元)。该安排导致“蔚来中国”成立,作为持有蔚来所有核心业务和资产的运营实体;蔚来目前持有蔚来中国 90.36% 的股权,“合肥战略投资者”财团持有剩余 9.64% 的股权。这种合作关系成为公司的生命线;额外的资本为公司的运营和汽车销售带来了显著改善,这反映在公司强劲的财务业绩和 2020 年夏季股价的上升趋势上。到 2020 年第二季度末,蔚来的股价平均反弹了近 20%,总收入环比增长了 171%。该公司股价在 2020 年第三季度上涨了两倍多,平均达到 15.40 美元,并继续攀升至第四季度的平均水平 38.70 美元。截至 2021 年 3 月 31 日的最新季度末,蔚来的平均股价为 50.97 美元,2 月份达到近 62 美元的峰值,是其 2018 年 IPO 价格的 10 倍多。如今,该公司的市值超过 670 亿美元,超过了在纽约证券交易所首次亮相时的 10 亿美元市值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75a1d7edb18c1762028ba54f617e1982\" tg-width=\"640\" tg-height=\"250\"><span>Source: Author, with data from ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自ir.nio.com</span></p></blockquote></p><p> NIO’s fundamentals have also shown nothing but steady improvements since its share price peaked earlier this year before the growth stock sell-off in late February. Deliveries in 2021 have continued to accelerate exponentially, with first quarter deliveries of more than 20,000 vehicles, representing almost 50% of total deliveries made in 2020. The company continues to exhibit a promising outlook with more than 7,100 vehicles delivered in April, representing an increase of more than 125% year-over-year. NIO has also maintained positive cash flows from operating activities for the first quarter of 2021, thanks to the higher deliveries and effective cost-management measures which have amped up their gross profit margin to 19.5%, comparable with industry leaders like Tesla whose first quarter gross margins were 21%. As aforementioned, we are forecasting vehicle sales of close to 300,000 units by FY 2025, which translates to approximately RMB 140 billion ($22 billion) in total revenues ($18.60 per share). Our vehicle sales forecast for FY 2025 is further corroborated by the recently renewed manufacturing agreement with joint venturer “Jianghuai Automobile Group” (“JAC”), which increases the current annual production capacity of 100,000 units to 240,000 units; the ongoing construction of “NeoPark” in Hefei, China is also expected to add annual production capacity of 1 million units, which further supports our positive outlook on NIO’s continued commitment to grow its business. Considering industry peer Tesla’s current P/S ratio of 16.43x with approximately $42 billion in annual revenues (annualization of $10.389 billion in first quarter revenues), the same proportion applied to NIO’s forecasted FY 2025 total revenues is expected to yield a P/S ratio of 8.7x, resulting in a share price of more than $160.</p><p><blockquote>自今年早些时候股价在 2 月底成长型股票抛售之前达到顶峰以来,蔚来的基本面也一直在稳步改善。2021年的交付量继续呈指数级加速,第一季度交付量超过20,000辆,占2020年总交付量的近50%。该公司继续展现出光明的前景,4 月份交付了超过 7,100 辆汽车,同比增长超过 125%。蔚来在2021年第一季度还保持了经营活动的正现金流,这得益于更高的交付量和有效的成本管理措施,使其毛利率提高到19.5%,与特斯拉等行业领导者相当第一季度毛利率为21%。如上所述,我们预计到 2025 财年汽车销量将接近 300,000 辆,相当于总收入约为 1,400 亿元人民币(220 亿美元)(每股 18.60 美元)。近期与合营企业「江淮汽车集团」(「江淮汽车集团」)重续的制造协议进一步证实了我们对2025财年的整车销售预测,该协议将目前的年产能由100,000辆增加至240,000辆;目前正在合肥兴建的「NeoPark」预计年产能将增加100万台,进一步支持我们对蔚来继续致力于发展业务的积极前景。考虑到行业同行特斯拉目前的市盈率为 16.43 倍,年收入约为 420 亿美元(第一季度收入年化为 103.89 亿美元),同样的比例应用于蔚来预测的 2025 财年总收入,预计市盈率将达到 8.7 倍,股价将超过 160 美元。</blockquote></p><p> <b>NIO vs. LI and XPEV</b></p><p><blockquote><b>蔚来与李和 XPEV</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8fa939f92be448d1f427a6ac4bfb25\" tg-width=\"640\" tg-height=\"352\"><span>Source: Finviz</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Finviz</span></p></blockquote></p><p> We have also compared NIO’s current P/S ratio to its domestic peers to gauge the timeline in which NIO’s share price will exceed $100. NIO currently trades at a P/S ratio of approximately 14.88x, while domestic industry peers, Li Auto(NASDAQ:LI)and XPEV, currently trade at a P/S ratio of 14.46x and 21.31x, respectively.</p><p><blockquote>我们还将蔚来目前的市盈率与国内同行进行了比较,以确定蔚来股价超过 100 美元的时间表。蔚来目前的市盈率约为14.88倍,而国内行业同行理想汽车(纳斯达克股票代码:LI)和XPEV目前的市盈率分别为14.46倍和21.31倍。</blockquote></p><p></p><p> Considering NIO’s technology, revenues, global footprint, and cash flows are stronger than LI’s and XPEV’s, the former deserves to be traded at a much higher multiple than the latter two. Even if NIO reaches a P/S ratio of 18.1x (mid-point to XPEV's), it will drive the company’s current share price up to $51.50, which represents an upside potential of 22% based on the last traded share price of $42.34 (June 1st). And based on our forecasted revenues for FY 2025 for NIO of RMB 140 billion ($22 billion), or $18.60 per share, even a multiple half of the 18.1x would be more than sufficient to bring NIO's share price beyond $160 by 2025; we believe the trading multiple is achievable for NIO given the cash from operations and technological advancements achieved by then would place them on a trajectory of continued long-term growth within the EV industry, which is expected to continue into 2030 and beyond when the brand's level 4 autonomous driving technology development is complete and commercialized.</p><p><blockquote>考虑到蔚来的技术、收入、全球足迹和现金流都强于李和XPEV,前者的交易倍数应该远高于后两者。即使蔚来的市盈率达到 18.1 倍(XPEV 的中点),也将推动该公司目前的股价升至 51.50 美元,根据最新交易股价 42.34 美元(6 月 1 日)计算,这意味着 22% 的上涨潜力。根据我们对蔚来 2025 财年收入的预测为 1400 亿元人民币(220 亿美元),即每股 18.60 美元,即使是 18.1 倍的一半也足以让蔚来的股价在 2025 年突破 160 美元;我们相信,蔚来的交易倍数是可以实现的,因为运营现金和届时实现的技术进步将使他们在电动汽车行业走上持续长期增长的轨道,预计这种增长将持续到 2030 年及以后品牌的 4 级自动驾驶技术开发完成并商业化。</blockquote></p><p> <b>Business Risks and Challenges</b></p><p><blockquote><b>业务风险与挑战</b></blockquote></p><p> As mentioned in one of my previous articles on NIO, the “Holding Foreign Companies Accountable Act” (“HFCA Act”) remains one of the most significant impending threats to the company’s share price. Currently, public accounting firms in China are non-compliant with PCAOB inspection rules required by the SEC, and the enactment of the HFCA Act in December 2020 requires that these public accounting firms comply with PCAOB inspection requests within three years of the enactment date; otherwise, all public companies audited by said firms will be subject to risks of de-listing. NIO is currently audited by PricewaterhouseCoopers Zhong Tian LLP, which is on PCAOB’s denied-access list. The potential threat of being delisted from the NYSE could be a deterrence factor to investors and ultimately hemorrhage NIO’s share price in the long run if Chinese authorities and the PCAOB cannot reach an agreement on conducting inspections soon.</p><p><blockquote>正如我在之前一篇关于蔚来的文章中提到的,《外国公司问责法》(“Holding Foreign Companies Accountable Act”)仍然是公司股价面临的最重大威胁之一。目前,中国的公共会计师事务所不符合SEC要求的PCAOB检查规则,2020年12月HFCA法案的颁布要求这些公共会计师事务所在颁布之日起三年内遵守PCAOB检查要求;否则,上述公司审计的所有上市公司都将面临退市风险。蔚来目前正在接受普华永道中天会计师事务所(PricewaterhouseCoopers Zhong Tian LLP)的审计,该事务所已被列入 PCAOB 的拒绝准入名单。如果中国当局和 PCAOB 不能尽快就进行检查达成协议,从纽约证券交易所退市的潜在威胁可能会对投资者起到威慑作用,并最终导致蔚来股价长期下跌。</blockquote></p><p> Another imminent challenge to NIO’s business is the ongoing global chip supply shortage. As the automotive industry becomes more dependent on chips to manage every function of their vehicles, the gap between automaker demands and chip manufacturer supplies is widened. NIO was no exception to the impacts of the ongoing chip supply crisis – in March 2021, NIO halted their production activity at the JAC-NIO manufacturing plant for five working days in order to adjust their production levels. However, the company continues to effectively navigate through the situation as proven through their increasing number of deliveries month-over-month; in NIO’s latest delivery update press release for April, the company has continued to keep up with market demand with more than 7,100 vehicle deliveries made, representing a 125% year-over-year growth.</p><p><blockquote>蔚来业务面临的另一个迫在眉睫的挑战是全球芯片供应持续短缺。随着汽车行业越来越依赖芯片来管理车辆的各项功能,汽车制造商的需求和芯片制造商的供应之间的差距正在扩大。蔚来也不例外,受到持续芯片供应危机的影响——2021年3月,蔚来停止了江淮蔚来制造工厂的生产活动五个工作日,以调整生产水平。然而,该公司继续有效地应对这种情况,正如他们逐月增加的交付数量所证明的那样;在蔚来最新发布的 4 月份交付更新新闻稿中,该公司继续满足市场需求,交付了 7100 多辆汽车,同比增长 125%。</blockquote></p><p> Competition within the EV sector has also ramped up in recent years. Consumer attitude towards EVs has changed drastically in the past decade due to rising concerns over climate change met with price parity between traditional petrol-fueled vehicles and EVs. The entry barrier for emerging EV makers has also lowered significantly as car battery solutions become more accessible through third-party OEMs; new entrants are now keener on participating in the profitable opportunity within the growing EV sector as initial investments become more reasonable than it was for Tesla in 2003 when EVs were still just a concept to many. In addition to new entrants, traditional petrol-fueled automakers like Ford(NYSE:F)have also started to incorporate fully battery-powered vehicles into their fleet in order to meet evolving consumer demands and remain competitive within the automotive industry. However, we believe NIO possesses the brand, customer experience, production strategy, talent and business model (further analyzedhere) needed to remain successful within the new competitive landscape in the long run.</p><p><blockquote>近年来,电动汽车领域的竞争也愈演愈烈。由于对气候变化的担忧日益加剧,加上传统汽油动力汽车和电动汽车之间的价格平价,消费者对电动汽车的态度在过去十年中发生了巨大变化。随着第三方原始设备制造商更容易获得汽车电池解决方案,新兴电动汽车制造商的准入门槛也显着降低;新进入者现在更热衷于参与不断增长的电动汽车行业的盈利机会,因为初始投资变得比 2003 年特斯拉更加合理,当时电动汽车对许多人来说仍然只是一个概念。除了新进入者之外,福特(纽约证券交易所股票代码:F)等传统汽油燃料汽车制造商也开始将全电池驱动汽车纳入其车队,以满足不断变化的消费者需求并在汽车行业保持竞争力。然而,我们相信蔚来拥有在新的竞争格局中长期取得成功所需的品牌、客户体验、生产战略、人才和商业模式(在此进一步分析)。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> NIO has already established a strong brand presence within the domestic Chinese market, which is currently one of the fastest growing EV markets, representing more than 40% of global EV sales in 2020. Combined with their proven ability to produce quality EVs, construct innovative charging infrastructure, achieve breakthrough progress in the development of autonomous driving technology, and execute their overseas expansion strategy, NIO is effectively narrowing the gap between them and Tesla within the EV sector on a global scale. We are confident that the next five years will be a transformational era for the EV and tech company due to increasing demands for electrification and automation within the automotive industry, which NIO has already proven to excel in. The value of its continued achievements will be reflected in its share price in no time, making them a worthy stock pick for those looking to profit off of the impending age of green transition and automation.</p><p><blockquote>蔚来已经在中国国内市场建立了强大的品牌形象,中国国内市场是目前增长最快的电动汽车市场之一,2020年占全球电动汽车销量的40%以上。结合他们在生产优质电动汽车、建设创新充电基础设施、在自动驾驶技术开发方面取得突破性进展以及执行海外扩张战略方面的成熟能力,蔚来正在有效地缩小他们与特斯拉在全球范围内电动汽车领域的差距。我们相信,由于汽车行业对电气化和自动化的需求不断增长,未来五年将是这家电动汽车和科技公司的转型时代,而蔚来已经证明在这方面表现出色。其持续成就的价值将很快反映在其股价上,对于那些希望从即将到来的绿色转型和自动化时代中获利的人来说,它们是一个值得选择的股票。</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>Can NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗?我们认为这是一个“何时”而不是“如果”的问题</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\">\nCan NIO Stock Reach $100? We Think It's A Matter Of 'When' Not 'If'<blockquote>蔚来股票能达到100美元吗?我们认为这是一个“何时”而不是“如果”的问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-05 12:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>NIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.</li> <li>The company's innovative approach and overseas expansion strategy, combined with the growing market sentiment on global electrification and automation are expected to boost the company's valuation.</li> <li>We believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b31b2f189fa181e941126674e0b4c0b\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Drew Angerer/Getty Images News via Getty Images</span></p><p><blockquote><ul><li>蔚来汽车的股价在过去一年中飙升了 816% 以上,在 3 月初成长型股票抛售之前,于 2 月初达到近 62 美元的峰值。</li><li>公司的创新方法和海外扩张战略,加上全球电气化和自动化市场情绪不断增长,预计将提升公司估值。</li><li>我们相信,随着自动驾驶成为现实,全球电动汽车销量持续增长,蔚来汽车的股价到 2025 年将飙升至 160 美元以上。</li></ul><p class=\"t-img-caption\"><span>摄影:Drew Angerer/Getty Images 新闻来自 Getty Images</span></p></blockquote></p><p> Despite it being a local Chinese electric vehicle (“EV”) brand that has only recently started its overseas expansion into Europe, NIO(NYSE:NIO)has already garnered significant international attention amidst avid investors within the EV sector in recent years. It has only been three short years since NIO made its first deliveries in mid-2018, yet many are already wondering whether its share price can reach similar heights as an industry leader, Tesla’s(NASDAQ:TSLA). Albeit a little farfetched given Tesla is currently trading at more than $600 per share with a market cap of more than $600 billion, we do believe NIO has promising potential to break $100 per share before 2025. Even Wall Street Analysts remain optimistic about the company’s future by assigning a price target of close to $60, which represents upward potential of more than 35% based on the last traded share price of $42.34 (June 1st).</p><p><blockquote>尽管蔚来(纽约证券交易所股票代码:NIO)是一个中国本土电动汽车(“EV”)品牌,最近才开始向欧洲进行海外扩张,但近年来,它已经在电动汽车领域的狂热投资者中获得了极大的国际关注。自蔚来在 2018 年年中首次交付以来,只有短短三年时间,但许多人已经在猜测其股价能否达到与行业领导者特斯拉(纳斯达克股票代码:TSLA)类似的高度。尽管考虑到特斯拉目前的交易价格超过每股 600 美元,市值超过 6000 亿美元,这有点牵强,但我们确实相信蔚来在 2025 年之前有潜力突破每股 100 美元。就连华尔街分析师也对该公司的未来保持乐观,他们将目标价定为接近 60 美元,根据最新交易股价 42.34 美元(6 月 1 日)计算,该公司的上涨潜力超过 35%。</blockquote></p><p> Founded in 2014, NIO has sold and delivered more than 100,000 vehicles in China to date. The company boasts a fleet of five emission-free, fully battery-powered models, ranging from sports cars to luxury sedans and full-size SUVs. In addition to their vehicles, NIO is also known for their significant progress achieved in innovative technology, including state-of-the-art battery solutions, artificial intelligence, and autonomous driving. The company has also recently turned their global expansion plans into reality, with the first overseas NIO store to open in Oslo, Norway in Q3 2021. We believe that reaching a share price of $100 is no longer a question of “if”, but instead, “when”.</p><p><blockquote>蔚来成立于2014年,迄今已在华销售和交付超过10万辆汽车。该公司拥有五款零排放、全电池供电的车型,从跑车到豪华轿车和全尺寸 SUV。除了汽车之外,蔚来还因其在创新技术方面取得的重大进展而闻名,包括最先进的电池解决方案、人工智能和自动驾驶。该公司最近还将其全球扩张计划变为现实,第一家海外蔚来商店将于2021年第三季度在挪威奥斯陆开业。我们认为,股价达到 100 美元不再是 “是否 ”的问题,而是 “何时 ”的问题。</blockquote></p><p> <b>A Trailblazer in Innovative Technology</b></p><p><blockquote><b>创新技术的开拓者</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9fd877602d5604bc3a69593badfdf\" tg-width=\"640\" tg-height=\"262\"><span>Source:ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ir.nio.com</span></p></blockquote></p><p> NIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fast and convenient solution to concerns over the typically limited travel range of EVs. Similar to a gas station, Power Swap is a battery swapping station that can swap a dead battery out for a fully charged one in under three minutes; a fully charged battery enables a NIO vehicle to travel up to 435 miles, which is more than double of the 181-mile average travel range of electric vehicles currently available on the market. NIO owners have the option to subscribe to the“Battery as a Service” (“BaaS”)package, which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal needs. The company currently offers a standard 75 kWh battery which enables a travel range of up to 310 miles on a full charge, and an enhanced 100 kWh battery which enables a travel range of up to 435 miles on a full charge; both are available for NIO owners to choose from on a month-to-month basis under BaaS. To date, there are more than 226 battery swapping stations across China, with more on the way following a recent strategic partnership agreement between NIO and Sinopec. NIO’s vehicles are also compatible with local competitor XPeng’s(NYSE:XPEV)1,140 vehicle charging stations available across 164 cities in China, which further enhances its existing network of charging infrastructure in place for NIO owners.</p><p><blockquote>蔚来一直表现出令人不安的创新者的特征。该品牌因其在电池更换技术 “Power Swap ”方面的突破而广为人知,该技术为蔚来车主提供了一种快速便捷的解决方案,以解决电动汽车通常行驶里程有限的问题。类似于加油站,Power Swap是一种电池交换站,可以在三分钟内将没电的电池换成充满电的电池;充满电的电池可使蔚来汽车行驶435英里,是目前市场上电动汽车181英里平均行驶里程的两倍多。蔚来车主可选择订阅「电池即服务」(「BaaS」)套餐,这是一项按月订阅服务,可根据个人需求为蔚来车主提供灵活的电池升级选择。该公司目前提供标准的 75 kWh 电池,充满电后可行驶 310 英里;以及增强型 100 kWh 电池,充满电后可行驶 435 英里;在BaaS下,两者都可供蔚来所有者按月选择。迄今为止,全国已有超过226个换电站,随着蔚来和中石化最近签署战略合作伙伴协议,更多的换电站正在建设中。蔚来的汽车还兼容本地竞争对手小鹏汽车(纽约证券交易所股票代码:XPEV)在中国 164 个城市的 1140 个汽车充电站,这进一步增强了其为蔚来车主提供的现有充电基础设施网络。</blockquote></p><p> In addition to the developed network of infrastructure needed to sustain NIO EVs in the long run, the company has also been working diligently on perfecting their autonomous driving and AI technology in order to remain competitive in the broader EV and tech space. NIO has already been performing testing on its autonomous driving systems since 2016, with their first testing on public roads in Beijing performed in 2018. The company’s commitment to the future of passenger transportation is also proven through their development of EVE, the brand’s concept car for autonomous driving which encompasses a luxurious, comfortable and safe experience powered by NIO’s NOMI AI, the world’s first in-vehicle artificial intelligence.</p><p><blockquote>除了长期维持蔚来电动汽车所需的发达基础设施网络外,该公司还一直在努力完善其自动驾驶和人工智能技术,以便在更广泛的电动汽车和科技领域保持竞争力。蔚来自2016年以来一直在对其自动驾驶系统进行测试,2018年在北京公共道路上进行了首次测试。该公司对客运未来的承诺也体现在他们开发的 EVE 上,这是该品牌的自动驾驶概念车,由蔚来的 NOMI AI(全球首个车载人工智能)提供豪华、舒适和安全的体验。</blockquote></p><p></p><p> To further enhance their progress in autonomous driving technology, NIO has recently partnered with Mobileye – an Intel-owned(NASDAQ:INTC)company known for developing the “EyeQ chip” currently used by more than 27 car manufacturers for their assisted-driving technologies – to develop and commercialize driving automation that does not require human interaction (i.e. “level 4” autonomous driving). Their collaboration is expected to accelerate NIO’s launch of the “Autonomous Driving as a Service” (“ADaaS”) package, which is a monthly subscription for their autonomous driving technology, “NIO Autonomous Driving” (“NAD”). However, similar to Tesla’s “Full Self-Driving” package, the NAD technology that is expected to launch in 2022 does not yet make NIO vehicles capable of driving without human intervention, but it does catapult NIO to a comparable spot with industry leader Tesla in the race towards level 4 autonomous driving. NIO owners will have the option to subscribe to ADaaS for a monthly subscription fee of RMB 680. With more than 102,000 NIO vehicles on the road today, the new subscription package is expected to generate incremental annual sales of RMB 840 million ($132 million); the additional revenue stream is valued at approximately RMB 10 billion ($1.6 billion) upon the service’s inception, assuming an average vehicle life of 12 years with most existing NIO owners signing up.</p><p><blockquote>为了进一步推进其在自动驾驶技术方面的进展,蔚来最近与英特尔旗下(纳斯达克股票代码:INTC)公司 Mobileye 合作,开发不需要人工交互的驾驶自动化(即 “4 级 ”自动驾驶)并将其商业化。他们的合作有望加速蔚来推出 “自动驾驶即服务 ”(ADaaS)套餐,该套餐是其自动驾驶技术 “蔚来自动驾驶 ”(NAD)的月度订阅。然而,与特斯拉的 “全自动驾驶 ”套件类似,预计将于 2022 年推出的 NAD 技术尚未使蔚来汽车能够在没有人工干预的情况下驾驶,但它确实将蔚来推向了与行业领导者特斯拉不相上下的位置。蔚来用户可以选择订阅ADaaS,每月订阅费为人民币680元。目前上路的蔚来汽车超过 102,000 辆,新的订阅套餐预计将带来 8.4 亿元人民币(1.32 亿美元)的增量年销售额;假设大多数现有蔚来车主都注册了这项服务,那么在这项服务推出时,额外的收入来源估计约为 100 亿元人民币(16 亿美元)。</blockquote></p><p> NIO’s continuous developments in autonomous driving technology are expected to benefit the company and its shareholders greatly in the near future. By 2025, the global autonomous cars market will become one of the fastest growing and most highly demanded segments with an estimated value of $1.6 trillion. A 6% share of this market would add a valuation of at least $100 billion to NIO’s existing $67 billion market cap, boosting its per unit share value to more than $100. Considering NIO is currently one of the very few fully electric automakers to have achieved tangible results within the autonomous driving scene, and is actively growing its overseas sales, we are confident that the company is capable of capturing more than 6% of the said market share, and achieve a per unit share price of more than $100 by 2025 with ease. Combined with the global shift in consumer preference towards electrification and automation, we are projecting vehicle sales of approximately 300,000 units by FY 2025, which will yield total revenues of approximately RMB 140 billion ($22 billion).</p><p><blockquote>蔚来在自动驾驶技术方面的持续发展有望在不久的将来使公司及其股东受益匪浅。到2025年,全球自动驾驶汽车市场将成为增长最快、需求量最大的细分市场之一,估计价值达1.6万亿美元。如果占据该市场 6% 的份额,蔚来现有 670 亿美元的市值将至少增加 1000 亿美元,使其每股价值超过 100 美元。考虑到蔚来是目前极少数在自动驾驶领域取得切实成果的纯电动汽车制造商之一,并且正在积极增长海外销量,我们有信心该公司有能力占领上述6%以上的市场份额,并轻松实现到2025年每股价格超过100美元。结合全球消费者偏好向电气化和自动化的转变,我们预计到 2025 财年汽车销量将达到约 300,000 辆,总收入将达到约 1,400 亿元人民币(220 亿美元)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6c800a04e6df92802f6893d214eecdd\" tg-width=\"640\" tg-height=\"213\"><span>Source: Author, with data from our internal forecasts (NIO_-_Forecasted_Financial_Information.pdf).</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自我们的内部预测(NIO_-_Forecasted_Financial_Information.pdf)。</span></p></blockquote></p><p> <b>Global Expansion</b></p><p><blockquote><b>全球扩张</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537449f8f7ee9c736b48c1776cbb7259\" tg-width=\"640\" tg-height=\"249\"><span>Source: ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:ir.nio.com</span></p></blockquote></p><p> Another catalyst that will propel NIO’s share price beyond $100 is their ongoing overseas expansion efforts. NIO has been transparent about their intentions to expand globally, especially in the U.S. and Europe, as part of their plans in becoming an industry leader. NIO will be opening its first overseas sales and service centre in Oslo, Norway in September. The brand’s footprint in Norway will further expand in 2022 with four more NIO stores to open in Bergen, Stavanger, Trondheim and Kristiansand. In addition to its direct sales and service centres, NIO will also be introducing a full charging map for Europe, starting with four NIO Power Swap stations in Norway to provide new NIO owners with the convenience and range that the brand builds its success on. NIO’s flagship SUV, the ES8, which currently retails at a starting price of approximately US$67,000, will be the first model introduced in the European market, with the brand’s newest full-size sedan, the ET7, to follow in 2022.</p><p><blockquote>推动蔚来股价突破 100 美元的另一个催化剂是他们正在进行的海外扩张努力。蔚来一直透露其全球扩张的意图,尤其是在美国和欧洲,作为其成为行业领导者计划的一部分。蔚来将于9月在挪威奥斯陆开设其首个海外销售和服务中心。2022 年,该品牌在挪威的足迹将进一步扩大,蔚来将在卑尔根、斯塔万格、特隆赫姆和克里斯蒂安桑开设四家门店。除了直销和服务中心外,蔚来还将为欧洲推出完整的充电地图,首先是挪威的四个蔚来换电站,为蔚来的新车主提供该品牌赖以取得成功的便利和续航里程。蔚来的旗舰 SUV ES8 目前的起售价约为 6.7 万美元,将是首款引入欧洲市场的车型,随后该品牌最新的全尺寸轿车 ET7 将于 2022 年推出。</blockquote></p><p> With a proven sales track record in China’s luxury EV market, and specs comparable to the globally recognized Tesla, there is no reason for NIO to not succeed overseas. As mentioned in earlier sections, NIO’s vehicles have a driving range of up to 435 miles on a full charge, making it a desirable choice for potential European and American car owners looking for a reliable companion to accompany them on daily commutes to long road trips. The NIO exterior and interior designs are also modern, luxurious, and comparable to those preferred by the European and North American population. Combined with a diverse product line and price range, NIO is equipped to take on the increasing demands for EVs on a global scale.</p><p><blockquote>蔚来在中国豪华电动汽车市场拥有良好的销售记录,其规格可与全球知名的特斯拉相媲美,因此没有理由不在海外取得成功。如前所述,蔚来车辆充满电后的续航里程可达 435 英里,对于那些正在寻找可靠伴侣陪伴他们进行日常通勤和长途旅行的欧美潜在车主来说,这是一个理想的选择。蔚来的外观和内饰设计也是现代、豪华的,可与欧洲和北美人口的偏好相媲美。结合多样化的产品线和价格范围,蔚来有能力满足全球范围内对电动汽车日益增长的需求。</blockquote></p><p> <b>NIO’s Historical Performance</b></p><p><blockquote><b>蔚来的历史表现</b></blockquote></p><p></p><p> Just a little more than a year ago, NIO’s share price hit an all-time low at under $2 amidst liquidity troubles despite continued vehicle sales. In mid-2020, the municipal government of Hefei, China came to NIO’s rescue with a capital injection of RMB 7 billion (approximately $1 billion). The arrangement resulted in the creation of “NIO China”, which serves as the operating entity that holds all of NIO’s core businesses and assets; NIO currently holds a 90.36% ownership interest in NIO China, while the “Hefei Strategic Investors” consortium holds the remainder 9.64%. The partnership became the company’s lifeline; the additional capital brought forth significant improvements to the company’s operations and vehicle sales, which were reflected in their strong financial performance and upward trend in share price in the summer of 2020. By the end of 2020’s second quarter, NIO’s share price rebounded by almost 20% on average after posting a 171% quarter-over-quarter increase in total revenues. The company’s share price more than tripled in 2020’s third quarter, averaging $15.40, and continued to climb towards its fourth quarter average of $38.70. By the end of the latest quarter ended March 31st, 2021, NIO’s share price averaged $50.97, and peaked at almost $62 in February which is more than 10x its IPO price in 2018. The company holds a market cap of more than $67 billion today, outgrowing its mere $1 billion market cap when it made its debut on the NYSE.</p><p><blockquote>就在一年多前,尽管汽车销售仍在继续,但由于流动性问题,蔚来的股价还是创下了不到 2 美元的历史新低。2020 年年中,中国合肥市政府出手相救,注资 70 亿元人民币(约合 10 亿美元)。该安排导致“蔚来中国”成立,作为持有蔚来所有核心业务和资产的运营实体;蔚来目前持有蔚来中国 90.36% 的股权,“合肥战略投资者”财团持有剩余 9.64% 的股权。这种合作关系成为公司的生命线;额外的资本为公司的运营和汽车销售带来了显著改善,这反映在公司强劲的财务业绩和 2020 年夏季股价的上升趋势上。到 2020 年第二季度末,蔚来的股价平均反弹了近 20%,总收入环比增长了 171%。该公司股价在 2020 年第三季度上涨了两倍多,平均达到 15.40 美元,并继续攀升至第四季度的平均水平 38.70 美元。截至 2021 年 3 月 31 日的最新季度末,蔚来的平均股价为 50.97 美元,2 月份达到近 62 美元的峰值,是其 2018 年 IPO 价格的 10 倍多。如今,该公司的市值超过 670 亿美元,超过了在纽约证券交易所首次亮相时的 10 亿美元市值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75a1d7edb18c1762028ba54f617e1982\" tg-width=\"640\" tg-height=\"250\"><span>Source: Author, with data from ir.nio.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:作者,数据来自ir.nio.com</span></p></blockquote></p><p> NIO’s fundamentals have also shown nothing but steady improvements since its share price peaked earlier this year before the growth stock sell-off in late February. Deliveries in 2021 have continued to accelerate exponentially, with first quarter deliveries of more than 20,000 vehicles, representing almost 50% of total deliveries made in 2020. The company continues to exhibit a promising outlook with more than 7,100 vehicles delivered in April, representing an increase of more than 125% year-over-year. NIO has also maintained positive cash flows from operating activities for the first quarter of 2021, thanks to the higher deliveries and effective cost-management measures which have amped up their gross profit margin to 19.5%, comparable with industry leaders like Tesla whose first quarter gross margins were 21%. As aforementioned, we are forecasting vehicle sales of close to 300,000 units by FY 2025, which translates to approximately RMB 140 billion ($22 billion) in total revenues ($18.60 per share). Our vehicle sales forecast for FY 2025 is further corroborated by the recently renewed manufacturing agreement with joint venturer “Jianghuai Automobile Group” (“JAC”), which increases the current annual production capacity of 100,000 units to 240,000 units; the ongoing construction of “NeoPark” in Hefei, China is also expected to add annual production capacity of 1 million units, which further supports our positive outlook on NIO’s continued commitment to grow its business. Considering industry peer Tesla’s current P/S ratio of 16.43x with approximately $42 billion in annual revenues (annualization of $10.389 billion in first quarter revenues), the same proportion applied to NIO’s forecasted FY 2025 total revenues is expected to yield a P/S ratio of 8.7x, resulting in a share price of more than $160.</p><p><blockquote>自今年早些时候股价在 2 月底成长型股票抛售之前达到顶峰以来,蔚来的基本面也一直在稳步改善。2021年的交付量继续呈指数级加速,第一季度交付量超过20,000辆,占2020年总交付量的近50%。该公司继续展现出光明的前景,4 月份交付了超过 7,100 辆汽车,同比增长超过 125%。蔚来在2021年第一季度还保持了经营活动的正现金流,这得益于更高的交付量和有效的成本管理措施,使其毛利率提高到19.5%,与特斯拉等行业领导者相当第一季度毛利率为21%。如上所述,我们预计到 2025 财年汽车销量将接近 300,000 辆,相当于总收入约为 1,400 亿元人民币(220 亿美元)(每股 18.60 美元)。近期与合营企业「江淮汽车集团」(「江淮汽车集团」)重续的制造协议进一步证实了我们对2025财年的整车销售预测,该协议将目前的年产能由100,000辆增加至240,000辆;目前正在合肥兴建的「NeoPark」预计年产能将增加100万台,进一步支持我们对蔚来继续致力于发展业务的积极前景。考虑到行业同行特斯拉目前的市盈率为 16.43 倍,年收入约为 420 亿美元(第一季度收入年化为 103.89 亿美元),同样的比例应用于蔚来预测的 2025 财年总收入,预计市盈率将达到 8.7 倍,股价将超过 160 美元。</blockquote></p><p> <b>NIO vs. LI and XPEV</b></p><p><blockquote><b>蔚来与李和 XPEV</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8fa939f92be448d1f427a6ac4bfb25\" tg-width=\"640\" tg-height=\"352\"><span>Source: Finviz</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Finviz</span></p></blockquote></p><p> We have also compared NIO’s current P/S ratio to its domestic peers to gauge the timeline in which NIO’s share price will exceed $100. NIO currently trades at a P/S ratio of approximately 14.88x, while domestic industry peers, Li Auto(NASDAQ:LI)and XPEV, currently trade at a P/S ratio of 14.46x and 21.31x, respectively.</p><p><blockquote>我们还将蔚来目前的市盈率与国内同行进行了比较,以确定蔚来股价超过 100 美元的时间表。蔚来目前的市盈率约为14.88倍,而国内行业同行理想汽车(纳斯达克股票代码:LI)和XPEV目前的市盈率分别为14.46倍和21.31倍。</blockquote></p><p></p><p> Considering NIO’s technology, revenues, global footprint, and cash flows are stronger than LI’s and XPEV’s, the former deserves to be traded at a much higher multiple than the latter two. Even if NIO reaches a P/S ratio of 18.1x (mid-point to XPEV's), it will drive the company’s current share price up to $51.50, which represents an upside potential of 22% based on the last traded share price of $42.34 (June 1st). And based on our forecasted revenues for FY 2025 for NIO of RMB 140 billion ($22 billion), or $18.60 per share, even a multiple half of the 18.1x would be more than sufficient to bring NIO's share price beyond $160 by 2025; we believe the trading multiple is achievable for NIO given the cash from operations and technological advancements achieved by then would place them on a trajectory of continued long-term growth within the EV industry, which is expected to continue into 2030 and beyond when the brand's level 4 autonomous driving technology development is complete and commercialized.</p><p><blockquote>考虑到蔚来的技术、收入、全球足迹和现金流都强于李和XPEV,前者的交易倍数应该远高于后两者。即使蔚来的市盈率达到 18.1 倍(XPEV 的中点),也将推动该公司目前的股价升至 51.50 美元,根据最新交易股价 42.34 美元(6 月 1 日)计算,这意味着 22% 的上涨潜力。根据我们对蔚来 2025 财年收入的预测为 1400 亿元人民币(220 亿美元),即每股 18.60 美元,即使是 18.1 倍的一半也足以让蔚来的股价在 2025 年突破 160 美元;我们相信,蔚来的交易倍数是可以实现的,因为运营现金和届时实现的技术进步将使他们在电动汽车行业走上持续长期增长的轨道,预计这种增长将持续到 2030 年及以后品牌的 4 级自动驾驶技术开发完成并商业化。</blockquote></p><p> <b>Business Risks and Challenges</b></p><p><blockquote><b>业务风险与挑战</b></blockquote></p><p> As mentioned in one of my previous articles on NIO, the “Holding Foreign Companies Accountable Act” (“HFCA Act”) remains one of the most significant impending threats to the company’s share price. Currently, public accounting firms in China are non-compliant with PCAOB inspection rules required by the SEC, and the enactment of the HFCA Act in December 2020 requires that these public accounting firms comply with PCAOB inspection requests within three years of the enactment date; otherwise, all public companies audited by said firms will be subject to risks of de-listing. NIO is currently audited by PricewaterhouseCoopers Zhong Tian LLP, which is on PCAOB’s denied-access list. The potential threat of being delisted from the NYSE could be a deterrence factor to investors and ultimately hemorrhage NIO’s share price in the long run if Chinese authorities and the PCAOB cannot reach an agreement on conducting inspections soon.</p><p><blockquote>正如我在之前一篇关于蔚来的文章中提到的,《外国公司问责法》(“Holding Foreign Companies Accountable Act”)仍然是公司股价面临的最重大威胁之一。目前,中国的公共会计师事务所不符合SEC要求的PCAOB检查规则,2020年12月HFCA法案的颁布要求这些公共会计师事务所在颁布之日起三年内遵守PCAOB检查要求;否则,上述公司审计的所有上市公司都将面临退市风险。蔚来目前正在接受普华永道中天会计师事务所(PricewaterhouseCoopers Zhong Tian LLP)的审计,该事务所已被列入 PCAOB 的拒绝准入名单。如果中国当局和 PCAOB 不能尽快就进行检查达成协议,从纽约证券交易所退市的潜在威胁可能会对投资者起到威慑作用,并最终导致蔚来股价长期下跌。</blockquote></p><p> Another imminent challenge to NIO’s business is the ongoing global chip supply shortage. As the automotive industry becomes more dependent on chips to manage every function of their vehicles, the gap between automaker demands and chip manufacturer supplies is widened. NIO was no exception to the impacts of the ongoing chip supply crisis – in March 2021, NIO halted their production activity at the JAC-NIO manufacturing plant for five working days in order to adjust their production levels. However, the company continues to effectively navigate through the situation as proven through their increasing number of deliveries month-over-month; in NIO’s latest delivery update press release for April, the company has continued to keep up with market demand with more than 7,100 vehicle deliveries made, representing a 125% year-over-year growth.</p><p><blockquote>蔚来业务面临的另一个迫在眉睫的挑战是全球芯片供应持续短缺。随着汽车行业越来越依赖芯片来管理车辆的各项功能,汽车制造商的需求和芯片制造商的供应之间的差距正在扩大。蔚来也不例外,受到持续芯片供应危机的影响——2021年3月,蔚来停止了江淮蔚来制造工厂的生产活动五个工作日,以调整生产水平。然而,该公司继续有效地应对这种情况,正如他们逐月增加的交付数量所证明的那样;在蔚来最新发布的 4 月份交付更新新闻稿中,该公司继续满足市场需求,交付了 7100 多辆汽车,同比增长 125%。</blockquote></p><p> Competition within the EV sector has also ramped up in recent years. Consumer attitude towards EVs has changed drastically in the past decade due to rising concerns over climate change met with price parity between traditional petrol-fueled vehicles and EVs. The entry barrier for emerging EV makers has also lowered significantly as car battery solutions become more accessible through third-party OEMs; new entrants are now keener on participating in the profitable opportunity within the growing EV sector as initial investments become more reasonable than it was for Tesla in 2003 when EVs were still just a concept to many. In addition to new entrants, traditional petrol-fueled automakers like Ford(NYSE:F)have also started to incorporate fully battery-powered vehicles into their fleet in order to meet evolving consumer demands and remain competitive within the automotive industry. However, we believe NIO possesses the brand, customer experience, production strategy, talent and business model (further analyzedhere) needed to remain successful within the new competitive landscape in the long run.</p><p><blockquote>近年来,电动汽车领域的竞争也愈演愈烈。由于对气候变化的担忧日益加剧,加上传统汽油动力汽车和电动汽车之间的价格平价,消费者对电动汽车的态度在过去十年中发生了巨大变化。随着第三方原始设备制造商更容易获得汽车电池解决方案,新兴电动汽车制造商的准入门槛也显着降低;新进入者现在更热衷于参与不断增长的电动汽车行业的盈利机会,因为初始投资变得比 2003 年特斯拉更加合理,当时电动汽车对许多人来说仍然只是一个概念。除了新进入者之外,福特(纽约证券交易所股票代码:F)等传统汽油燃料汽车制造商也开始将全电池驱动汽车纳入其车队,以满足不断变化的消费者需求并在汽车行业保持竞争力。然而,我们相信蔚来拥有在新的竞争格局中长期取得成功所需的品牌、客户体验、生产战略、人才和商业模式(在此进一步分析)。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> NIO has already established a strong brand presence within the domestic Chinese market, which is currently one of the fastest growing EV markets, representing more than 40% of global EV sales in 2020. Combined with their proven ability to produce quality EVs, construct innovative charging infrastructure, achieve breakthrough progress in the development of autonomous driving technology, and execute their overseas expansion strategy, NIO is effectively narrowing the gap between them and Tesla within the EV sector on a global scale. We are confident that the next five years will be a transformational era for the EV and tech company due to increasing demands for electrification and automation within the automotive industry, which NIO has already proven to excel in. The value of its continued achievements will be reflected in its share price in no time, making them a worthy stock pick for those looking to profit off of the impending age of green transition and automation.</p><p><blockquote>蔚来已经在中国国内市场建立了强大的品牌形象,中国国内市场是目前增长最快的电动汽车市场之一,2020年占全球电动汽车销量的40%以上。结合他们在生产优质电动汽车、建设创新充电基础设施、在自动驾驶技术开发方面取得突破性进展以及执行海外扩张战略方面的成熟能力,蔚来正在有效地缩小他们与特斯拉在全球范围内电动汽车领域的差距。我们相信,由于汽车行业对电气化和自动化的需求不断增长,未来五年将是这家电动汽车和科技公司的转型时代,而蔚来已经证明在这方面表现出色。其持续成就的价值将很快反映在其股价上,对于那些希望从即将到来的绿色转型和自动化时代中获利的人来说,它们是一个值得选择的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4432901-nio-stock-reach-100\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4432901-nio-stock-reach-100","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148130971","content_text":"Summary\n\nNIO's share price has soared by more than 816% in the past year, peaking at almost $62 in early February before the growth stock sell-off in early March.\nThe company's innovative approach and overseas expansion strategy, combined with the growing market sentiment on global electrification and automation are expected to boost the company's valuation.\nWe believe NIO's share price will soar beyond $160 by 2025 as global EV sales continue to ramp up with autonomous driving becoming a reality.\n\nPhoto by Drew Angerer/Getty Images News via Getty Images\nDespite it being a local Chinese electric vehicle (“EV”) brand that has only recently started its overseas expansion into Europe, NIO(NYSE:NIO)has already garnered significant international attention amidst avid investors within the EV sector in recent years. It has only been three short years since NIO made its first deliveries in mid-2018, yet many are already wondering whether its share price can reach similar heights as an industry leader, Tesla’s(NASDAQ:TSLA). Albeit a little farfetched given Tesla is currently trading at more than $600 per share with a market cap of more than $600 billion, we do believe NIO has promising potential to break $100 per share before 2025. Even Wall Street Analysts remain optimistic about the company’s future by assigning a price target of close to $60, which represents upward potential of more than 35% based on the last traded share price of $42.34 (June 1st).\nFounded in 2014, NIO has sold and delivered more than 100,000 vehicles in China to date. The company boasts a fleet of five emission-free, fully battery-powered models, ranging from sports cars to luxury sedans and full-size SUVs. In addition to their vehicles, NIO is also known for their significant progress achieved in innovative technology, including state-of-the-art battery solutions, artificial intelligence, and autonomous driving. The company has also recently turned their global expansion plans into reality, with the first overseas NIO store to open in Oslo, Norway in Q3 2021. We believe that reaching a share price of $100 is no longer a question of “if”, but instead, “when”.\nA Trailblazer in Innovative Technology\nSource:ir.nio.com\nNIO has continuously exhibited characteristics of an unsettling innovator. The brand is widely known for their breakthrough in battery swapping technology, “Power Swap”, which provides NIO owners with a fast and convenient solution to concerns over the typically limited travel range of EVs. Similar to a gas station, Power Swap is a battery swapping station that can swap a dead battery out for a fully charged one in under three minutes; a fully charged battery enables a NIO vehicle to travel up to 435 miles, which is more than double of the 181-mile average travel range of electric vehicles currently available on the market. NIO owners have the option to subscribe to the“Battery as a Service” (“BaaS”)package, which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal needs. The company currently offers a standard 75 kWh battery which enables a travel range of up to 310 miles on a full charge, and an enhanced 100 kWh battery which enables a travel range of up to 435 miles on a full charge; both are available for NIO owners to choose from on a month-to-month basis under BaaS. To date, there are more than 226 battery swapping stations across China, with more on the way following a recent strategic partnership agreement between NIO and Sinopec. NIO’s vehicles are also compatible with local competitor XPeng’s(NYSE:XPEV)1,140 vehicle charging stations available across 164 cities in China, which further enhances its existing network of charging infrastructure in place for NIO owners.\nIn addition to the developed network of infrastructure needed to sustain NIO EVs in the long run, the company has also been working diligently on perfecting their autonomous driving and AI technology in order to remain competitive in the broader EV and tech space. NIO has already been performing testing on its autonomous driving systems since 2016, with their first testing on public roads in Beijing performed in 2018. The company’s commitment to the future of passenger transportation is also proven through their development of EVE, the brand’s concept car for autonomous driving which encompasses a luxurious, comfortable and safe experience powered by NIO’s NOMI AI, the world’s first in-vehicle artificial intelligence.\nTo further enhance their progress in autonomous driving technology, NIO has recently partnered with Mobileye – an Intel-owned(NASDAQ:INTC)company known for developing the “EyeQ chip” currently used by more than 27 car manufacturers for their assisted-driving technologies – to develop and commercialize driving automation that does not require human interaction (i.e. “level 4” autonomous driving). Their collaboration is expected to accelerate NIO’s launch of the “Autonomous Driving as a Service” (“ADaaS”) package, which is a monthly subscription for their autonomous driving technology, “NIO Autonomous Driving” (“NAD”). However, similar to Tesla’s “Full Self-Driving” package, the NAD technology that is expected to launch in 2022 does not yet make NIO vehicles capable of driving without human intervention, but it does catapult NIO to a comparable spot with industry leader Tesla in the race towards level 4 autonomous driving. NIO owners will have the option to subscribe to ADaaS for a monthly subscription fee of RMB 680. With more than 102,000 NIO vehicles on the road today, the new subscription package is expected to generate incremental annual sales of RMB 840 million ($132 million); the additional revenue stream is valued at approximately RMB 10 billion ($1.6 billion) upon the service’s inception, assuming an average vehicle life of 12 years with most existing NIO owners signing up.\nNIO’s continuous developments in autonomous driving technology are expected to benefit the company and its shareholders greatly in the near future. By 2025, the global autonomous cars market will become one of the fastest growing and most highly demanded segments with an estimated value of $1.6 trillion. A 6% share of this market would add a valuation of at least $100 billion to NIO’s existing $67 billion market cap, boosting its per unit share value to more than $100. Considering NIO is currently one of the very few fully electric automakers to have achieved tangible results within the autonomous driving scene, and is actively growing its overseas sales, we are confident that the company is capable of capturing more than 6% of the said market share, and achieve a per unit share price of more than $100 by 2025 with ease. Combined with the global shift in consumer preference towards electrification and automation, we are projecting vehicle sales of approximately 300,000 units by FY 2025, which will yield total revenues of approximately RMB 140 billion ($22 billion).\nSource: Author, with data from our internal forecasts (NIO_-_Forecasted_Financial_Information.pdf).\nGlobal Expansion\nSource: ir.nio.com\nAnother catalyst that will propel NIO’s share price beyond $100 is their ongoing overseas expansion efforts. NIO has been transparent about their intentions to expand globally, especially in the U.S. and Europe, as part of their plans in becoming an industry leader. NIO will be opening its first overseas sales and service centre in Oslo, Norway in September. The brand’s footprint in Norway will further expand in 2022 with four more NIO stores to open in Bergen, Stavanger, Trondheim and Kristiansand. In addition to its direct sales and service centres, NIO will also be introducing a full charging map for Europe, starting with four NIO Power Swap stations in Norway to provide new NIO owners with the convenience and range that the brand builds its success on. NIO’s flagship SUV, the ES8, which currently retails at a starting price of approximately US$67,000, will be the first model introduced in the European market, with the brand’s newest full-size sedan, the ET7, to follow in 2022.\nWith a proven sales track record in China’s luxury EV market, and specs comparable to the globally recognized Tesla, there is no reason for NIO to not succeed overseas. As mentioned in earlier sections, NIO’s vehicles have a driving range of up to 435 miles on a full charge, making it a desirable choice for potential European and American car owners looking for a reliable companion to accompany them on daily commutes to long road trips. The NIO exterior and interior designs are also modern, luxurious, and comparable to those preferred by the European and North American population. Combined with a diverse product line and price range, NIO is equipped to take on the increasing demands for EVs on a global scale.\nNIO’s Historical Performance\nJust a little more than a year ago, NIO’s share price hit an all-time low at under $2 amidst liquidity troubles despite continued vehicle sales. In mid-2020, the municipal government of Hefei, China came to NIO’s rescue with a capital injection of RMB 7 billion (approximately $1 billion). The arrangement resulted in the creation of “NIO China”, which serves as the operating entity that holds all of NIO’s core businesses and assets; NIO currently holds a 90.36% ownership interest in NIO China, while the “Hefei Strategic Investors” consortium holds the remainder 9.64%. The partnership became the company’s lifeline; the additional capital brought forth significant improvements to the company’s operations and vehicle sales, which were reflected in their strong financial performance and upward trend in share price in the summer of 2020. By the end of 2020’s second quarter, NIO’s share price rebounded by almost 20% on average after posting a 171% quarter-over-quarter increase in total revenues. The company’s share price more than tripled in 2020’s third quarter, averaging $15.40, and continued to climb towards its fourth quarter average of $38.70. By the end of the latest quarter ended March 31st, 2021, NIO’s share price averaged $50.97, and peaked at almost $62 in February which is more than 10x its IPO price in 2018. The company holds a market cap of more than $67 billion today, outgrowing its mere $1 billion market cap when it made its debut on the NYSE.\nSource: Author, with data from ir.nio.com\nNIO’s fundamentals have also shown nothing but steady improvements since its share price peaked earlier this year before the growth stock sell-off in late February. Deliveries in 2021 have continued to accelerate exponentially, with first quarter deliveries of more than 20,000 vehicles, representing almost 50% of total deliveries made in 2020. The company continues to exhibit a promising outlook with more than 7,100 vehicles delivered in April, representing an increase of more than 125% year-over-year. NIO has also maintained positive cash flows from operating activities for the first quarter of 2021, thanks to the higher deliveries and effective cost-management measures which have amped up their gross profit margin to 19.5%, comparable with industry leaders like Tesla whose first quarter gross margins were 21%. As aforementioned, we are forecasting vehicle sales of close to 300,000 units by FY 2025, which translates to approximately RMB 140 billion ($22 billion) in total revenues ($18.60 per share). Our vehicle sales forecast for FY 2025 is further corroborated by the recently renewed manufacturing agreement with joint venturer “Jianghuai Automobile Group” (“JAC”), which increases the current annual production capacity of 100,000 units to 240,000 units; the ongoing construction of “NeoPark” in Hefei, China is also expected to add annual production capacity of 1 million units, which further supports our positive outlook on NIO’s continued commitment to grow its business. Considering industry peer Tesla’s current P/S ratio of 16.43x with approximately $42 billion in annual revenues (annualization of $10.389 billion in first quarter revenues), the same proportion applied to NIO’s forecasted FY 2025 total revenues is expected to yield a P/S ratio of 8.7x, resulting in a share price of more than $160.\nNIO vs. LI and XPEV\nSource: Finviz\nWe have also compared NIO’s current P/S ratio to its domestic peers to gauge the timeline in which NIO’s share price will exceed $100. NIO currently trades at a P/S ratio of approximately 14.88x, while domestic industry peers, Li Auto(NASDAQ:LI)and XPEV, currently trade at a P/S ratio of 14.46x and 21.31x, respectively.\nConsidering NIO’s technology, revenues, global footprint, and cash flows are stronger than LI’s and XPEV’s, the former deserves to be traded at a much higher multiple than the latter two. Even if NIO reaches a P/S ratio of 18.1x (mid-point to XPEV's), it will drive the company’s current share price up to $51.50, which represents an upside potential of 22% based on the last traded share price of $42.34 (June 1st). And based on our forecasted revenues for FY 2025 for NIO of RMB 140 billion ($22 billion), or $18.60 per share, even a multiple half of the 18.1x would be more than sufficient to bring NIO's share price beyond $160 by 2025; we believe the trading multiple is achievable for NIO given the cash from operations and technological advancements achieved by then would place them on a trajectory of continued long-term growth within the EV industry, which is expected to continue into 2030 and beyond when the brand's level 4 autonomous driving technology development is complete and commercialized.\nBusiness Risks and Challenges\nAs mentioned in one of my previous articles on NIO, the “Holding Foreign Companies Accountable Act” (“HFCA Act”) remains one of the most significant impending threats to the company’s share price. Currently, public accounting firms in China are non-compliant with PCAOB inspection rules required by the SEC, and the enactment of the HFCA Act in December 2020 requires that these public accounting firms comply with PCAOB inspection requests within three years of the enactment date; otherwise, all public companies audited by said firms will be subject to risks of de-listing. NIO is currently audited by PricewaterhouseCoopers Zhong Tian LLP, which is on PCAOB’s denied-access list. The potential threat of being delisted from the NYSE could be a deterrence factor to investors and ultimately hemorrhage NIO’s share price in the long run if Chinese authorities and the PCAOB cannot reach an agreement on conducting inspections soon.\nAnother imminent challenge to NIO’s business is the ongoing global chip supply shortage. As the automotive industry becomes more dependent on chips to manage every function of their vehicles, the gap between automaker demands and chip manufacturer supplies is widened. NIO was no exception to the impacts of the ongoing chip supply crisis – in March 2021, NIO halted their production activity at the JAC-NIO manufacturing plant for five working days in order to adjust their production levels. However, the company continues to effectively navigate through the situation as proven through their increasing number of deliveries month-over-month; in NIO’s latest delivery update press release for April, the company has continued to keep up with market demand with more than 7,100 vehicle deliveries made, representing a 125% year-over-year growth.\nCompetition within the EV sector has also ramped up in recent years. Consumer attitude towards EVs has changed drastically in the past decade due to rising concerns over climate change met with price parity between traditional petrol-fueled vehicles and EVs. The entry barrier for emerging EV makers has also lowered significantly as car battery solutions become more accessible through third-party OEMs; new entrants are now keener on participating in the profitable opportunity within the growing EV sector as initial investments become more reasonable than it was for Tesla in 2003 when EVs were still just a concept to many. In addition to new entrants, traditional petrol-fueled automakers like Ford(NYSE:F)have also started to incorporate fully battery-powered vehicles into their fleet in order to meet evolving consumer demands and remain competitive within the automotive industry. However, we believe NIO possesses the brand, customer experience, production strategy, talent and business model (further analyzedhere) needed to remain successful within the new competitive landscape in the long run.\nConclusion\nNIO has already established a strong brand presence within the domestic Chinese market, which is currently one of the fastest growing EV markets, representing more than 40% of global EV sales in 2020. Combined with their proven ability to produce quality EVs, construct innovative charging infrastructure, achieve breakthrough progress in the development of autonomous driving technology, and execute their overseas expansion strategy, NIO is effectively narrowing the gap between them and Tesla within the EV sector on a global scale. We are confident that the next five years will be a transformational era for the EV and tech company due to increasing demands for electrification and automation within the automotive industry, which NIO has already proven to excel in. The value of its continued achievements will be reflected in its share price in no time, making them a worthy stock pick for those looking to profit off of the impending age of green transition and automation.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112832026,"gmtCreate":1622859471165,"gmtModify":1631891743073,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/112832026","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohunote.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta 发展迅速,其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,根据MAUs,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示,它已经建立了美国最大的门诊心理健康平台之一,截至2021年3月31日,在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值,但该公司仍表现出增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>(任务)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利且增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据,通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利,为 1,000 多名客户提供服务,到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年,该市场在过去一年中有超过 58,000 名买家进行了购买,平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查,多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日,文艺复兴IPO指数年初至今下跌6.0%,而标普500上涨11.6%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%,而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta 发展迅速,其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,根据MAUs,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示,它已经建立了美国最大的门诊心理健康平台之一,截至2021年3月31日,在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值,但该公司仍表现出增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>(任务)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利且增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据,通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利,为 1,000 多名客户提供服务,到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年,该市场在过去一年中有超过 58,000 名买家进行了购买,平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查,多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日,文艺复兴IPO指数年初至今下跌6.0%,而标普500上涨11.6%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%,而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</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":{"MNDY":"Monday.com Ltd.","DIBS":"1stdibs.com Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BZ":"BOSS直聘","TASK":"TaskUs Inc.","ZME":"掌门教育",".SPX":"S&P 500 Index","MQ":"Marqeta, Inc.","ZETA":"Zeta Global Holdings Corp.","LFST":"LifeStance Health Group, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"ZETA":0.9,"MQ":0.9,"LFST":0.9,"ZME":0.9,"MNDY":0.9,"DIBS":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9,"TASK":0.9,"BZ":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118770847,"gmtCreate":1622763935689,"gmtModify":1631891743090,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/118770847","repostId":"1182667134","repostType":4,"isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111781793,"gmtCreate":1622699574112,"gmtModify":1631891743100,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/111781793","repostId":"1146528217","repostType":4,"repost":{"id":"1146528217","kind":"news","pubTimestamp":1622695494,"share":"https://www.laohunote.com/m/news/1146528217?lang=zh_CN&edition=full","pubTime":"2021-06-03 12:44","market":"hk","language":"en","title":"Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146528217","media":"The motley fool","summary":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoinhas emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDI","content":"<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会,可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&P 500</b>'s returns of 11.84% in the same time frame.</p><p><blockquote><b>狗狗币</b>(加密货币:DOGE)已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%,远远领先于基准,这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而,投资者也应该考虑狗狗币的高波动性。在过去的一个月里,狗狗币从0.74美元的历史高点下跌了50%以上(所以,是的,一度上涨了14,000%以上)。这种加密货币没有任何资产支持,在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制,这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反,<b>英伟达</b>(纳斯达克股票代码:NVDA)<b>技能</b>(纽约证券交易所代码:SKLZ),以及<b>巨石控股</b>(场外交易代码:JUSHF)从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术,那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续,但在 2022 财年第一季度(截至 5 月 2 日),英伟达仍公布了出色的业绩。收入同比增长 84%,达到 56.6 亿美元,稀释每股收益 (EPS) 飙升 106%,达到 3.03 美元。第一季度,游戏收入同比增长106%,达到27.6亿美元,数据中心收入同比增长79%,达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者,9 月份推出了 GeForce RTX 30 系列 GPU,进一步巩固了这一地位。从那时起,GeForce在游戏行业引发了大规模的GPU升级周期,学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上,RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>(纳斯达克股票代码:AMD)(“独立GPU”是指与中央处理单元或CPU分开的GPU。)随后,该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求,他们正在建设基础设施,为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元(CPU),即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍,可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下,尽管英伟达的预期市盈率超过 40.8 倍,但溢价估值似乎是合理的。即使在这些高水平上,投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股,开盘价为 17.89 美元,2 月份最高达到 46.30 美元,然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关,包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而,Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台,然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度(截至3月31日),Skillz的月活跃用户同比增长3.8%至270万,付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度,并指出一旦用户开始付费,他们就会长期留在公司。虽然Skillz目前只专注于付费用户,但Paradise的信中指出,计划探索其他货币化方法,如“非侵入性广告”和“其他行业和体验的游戏化”,以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度,Skillz 的收入同比增长 92%,达到 8400 万美元,高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是,本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入,但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度,此举预计将使其潜在市场增长 65%。在此背景下,Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍,但仍然相当昂贵,特别是考虑到它无利可图。然而,该公司坚定地押注于移动游戏市场的增长潜力,该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%,现金余额为 6.13 亿美元,债务为零,为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上,这是有充分理由的。虽然它是美国较小的国家之一。大麻公司,该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营,包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房,并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争,这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者,预计到 2023 年,该市场将带来 15 亿美元的收入,这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化,这是2022年选举前的一个主要话题,巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房,该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元,完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一,允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻,这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度(截至3月31日),巨石的收入环比增长29%,达到4170万美元。该公司还拥有强大的资产负债表,拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下,巨石可能会成为对散户投资者有吸引力的投资。</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>Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</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\">\nIgnore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-06-03 12:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会,可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&P 500</b>'s returns of 11.84% in the same time frame.</p><p><blockquote><b>狗狗币</b>(加密货币:DOGE)已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%,远远领先于基准,这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而,投资者也应该考虑狗狗币的高波动性。在过去的一个月里,狗狗币从0.74美元的历史高点下跌了50%以上(所以,是的,一度上涨了14,000%以上)。这种加密货币没有任何资产支持,在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制,这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反,<b>英伟达</b>(纳斯达克股票代码:NVDA)<b>技能</b>(纽约证券交易所代码:SKLZ),以及<b>巨石控股</b>(场外交易代码:JUSHF)从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术,那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续,但在 2022 财年第一季度(截至 5 月 2 日),英伟达仍公布了出色的业绩。收入同比增长 84%,达到 56.6 亿美元,稀释每股收益 (EPS) 飙升 106%,达到 3.03 美元。第一季度,游戏收入同比增长106%,达到27.6亿美元,数据中心收入同比增长79%,达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者,9 月份推出了 GeForce RTX 30 系列 GPU,进一步巩固了这一地位。从那时起,GeForce在游戏行业引发了大规模的GPU升级周期,学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上,RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>(纳斯达克股票代码:AMD)(“独立GPU”是指与中央处理单元或CPU分开的GPU。)随后,该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求,他们正在建设基础设施,为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元(CPU),即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍,可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下,尽管英伟达的预期市盈率超过 40.8 倍,但溢价估值似乎是合理的。即使在这些高水平上,投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股,开盘价为 17.89 美元,2 月份最高达到 46.30 美元,然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关,包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而,Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台,然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度(截至3月31日),Skillz的月活跃用户同比增长3.8%至270万,付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度,并指出一旦用户开始付费,他们就会长期留在公司。虽然Skillz目前只专注于付费用户,但Paradise的信中指出,计划探索其他货币化方法,如“非侵入性广告”和“其他行业和体验的游戏化”,以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度,Skillz 的收入同比增长 92%,达到 8400 万美元,高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是,本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入,但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度,此举预计将使其潜在市场增长 65%。在此背景下,Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍,但仍然相当昂贵,特别是考虑到它无利可图。然而,该公司坚定地押注于移动游戏市场的增长潜力,该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%,现金余额为 6.13 亿美元,债务为零,为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上,这是有充分理由的。虽然它是美国较小的国家之一。大麻公司,该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营,包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房,并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争,这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者,预计到 2023 年,该市场将带来 15 亿美元的收入,这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化,这是2022年选举前的一个主要话题,巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房,该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元,完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一,允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻,这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度(截至3月31日),巨石的收入环比增长29%,达到4170万美元。该公司还拥有强大的资产负债表,拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下,巨石可能会成为对散户投资者有吸引力的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/\">The 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":{"JUSHF":"Jushi Holdings Inc.","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146528217","content_text":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoin(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDIA(NASDAQ:NVDA),Skillz(NYSE:SKLZ), andJushi Holdings(OTC:JUSHF)can prove much better portfolio holdings in the long run.1. NVIDIAIf you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market fromAdvanced Micro Devices(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.2. SkillzMobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.3. Jushi HoldingsShares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.","news_type":1,"symbols_score_info":{"JUSHF":0.9,"NVDA":0.9,"AMD":0.9,"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113956195,"gmtCreate":1622591942017,"gmtModify":1631891743110,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113956195","repostId":"2140491365","repostType":4,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119159327,"gmtCreate":1622529708669,"gmtModify":1631891743125,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/119159327","repostId":"1182311628","repostType":4,"repost":{"id":"1182311628","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622529664,"share":"https://www.laohunote.com/m/news/1182311628?lang=zh_CN&edition=full","pubTime":"2021-06-01 14:41","market":"us","language":"en","title":"AMD Scores Tesla As A Customer: What You Need To Know<blockquote>AMD 将特斯拉评为客户:您需要了解的信息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182311628","media":"Benzinga Earnings","summary":"Advanced Micro Devices Inc. has confirmed that infotainment systems in the newly updated Tesla Inc. ","content":"<p><b>Advanced Micro Devices Inc.</b> has confirmed that infotainment systems in the newly updated <b>Tesla Inc.</b> Model S and Model X vehicles will use its processors and graphics chips.</p><p><blockquote><b>先进微设备公司。</b>已确认最新更新的信息娱乐系统<b>特斯拉公司。</b>Model S 和 Model X 车辆将使用其处理器和图形芯片。</blockquote></p><p> <b>What Happened</b>: The infotainment systems in the two vehicles will be powered by an AMD Ryzen Embedded APU and an AMD RDNA 2 architecture-based GPU that enables AAA gaming, AMD announced at Computex 2021 on Monday.</p><p><blockquote><b>发生了什么事</b>AMD 周一在 Computex 2021 上宣布,这两款车辆中的信息娱乐系统将由 AMD Ryzen 嵌入式 APU 和基于 AMD RDNA 2 架构的 GPU 提供支持,可实现 AAA 游戏。</blockquote></p><p> <b>Why It Matters:</b>The newly refreshed Model S and X vehicles will bring several enhancements, including the 17-inch landscape touchscreen upfront and an 8-inch secondary display for passengers in the back.</p><p><blockquote><b>为什么重要:</b>新更新的 Model S 和 X 车辆将带来多项增强功能,包括前面的 17 英寸横向触摸屏和后面供乘客使用的 8 英寸辅助显示屏。</blockquote></p><p> It was speculated in February that Tesla may use AMD GPU in the new Model S and X vehicles for gaming. The new gaming computer will have 10 teraflops of gaming power, which is on par with the new PlayStation 5.</p><p><blockquote>2月份有人猜测,特斯拉可能会在新款Model S和X车辆中使用AMD GPU进行游戏。新的游戏电脑将拥有10万亿次浮点运算的游戏能力,与新的PlayStation 5不相上下。</blockquote></p><p> Tesla CEO Elon Musk had claimed in January that the new infotainment systems in the Model S and X would be able to play \"Cyberpunk 2077,\" a game that was released last year and requires a powerful system to run.</p><p><blockquote>特斯拉首席执行官Elon Musk在1月份声称,Model S和X中的新信息娱乐系统将能够玩“赛博朋克2077”,这是一款去年发布的游戏,需要一个强大的系统来运行。</blockquote></p><p> AMD supplies the chips found in prominent game consoles such as <b>Sony Group Corp.’s</b> PlayStation and <b>Microsoft Corp.’s</b> Xbox. The majority of the company’s sales are in the personal computer and data center markets via CPUs and GPUs.</p><p><blockquote>AMD 提供知名游戏机中的芯片,例如<b>索尼集团</b>游戏机和<b>微软公司</b>Xbox。该公司的大部分销售都是通过 CPU 和 GPU 在个人电脑和数据中心市场进行的。</blockquote></p><p> AMD’s confirmation that it has gained Tesla as a customer comes after it was reported in May that the chipmaker recorded its highest ever market share gain in the server market against rival <b>Intel Corp</b>. in fifteen years.</p><p><blockquote>AMD 确认其作为客户获得了特斯拉,此前有报道称,这家芯片制造商在服务器市场创下了有史以来最高的市场份额增长。<b>英特尔公司</b>十五年后。</blockquote></p><p> <b>Price Action</b>: AMD shares closed 2.1% higher on Friday at $80.08, while Tesla shares closed 0.9% lower on the same day at $625.22.</p><p><blockquote><b>价格行为</b>: AMD 股价周五收盘上涨 2.1%,至 80.08 美元,而特斯拉股价当天收盘下跌 0.9%,至 625.22 美元。</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>AMD Scores Tesla As A Customer: What You Need To Know<blockquote>AMD 将特斯拉评为客户:您需要了解的信息</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Scores Tesla As A Customer: What You Need To Know<blockquote>AMD 将特斯拉评为客户:您需要了解的信息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-06-01 14:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Advanced Micro Devices Inc.</b> has confirmed that infotainment systems in the newly updated <b>Tesla Inc.</b> Model S and Model X vehicles will use its processors and graphics chips.</p><p><blockquote><b>先进微设备公司。</b>已确认最新更新的信息娱乐系统<b>特斯拉公司。</b>Model S 和 Model X 车辆将使用其处理器和图形芯片。</blockquote></p><p> <b>What Happened</b>: The infotainment systems in the two vehicles will be powered by an AMD Ryzen Embedded APU and an AMD RDNA 2 architecture-based GPU that enables AAA gaming, AMD announced at Computex 2021 on Monday.</p><p><blockquote><b>发生了什么事</b>AMD 周一在 Computex 2021 上宣布,这两款车辆中的信息娱乐系统将由 AMD Ryzen 嵌入式 APU 和基于 AMD RDNA 2 架构的 GPU 提供支持,可实现 AAA 游戏。</blockquote></p><p> <b>Why It Matters:</b>The newly refreshed Model S and X vehicles will bring several enhancements, including the 17-inch landscape touchscreen upfront and an 8-inch secondary display for passengers in the back.</p><p><blockquote><b>为什么重要:</b>新更新的 Model S 和 X 车辆将带来多项增强功能,包括前面的 17 英寸横向触摸屏和后面供乘客使用的 8 英寸辅助显示屏。</blockquote></p><p> It was speculated in February that Tesla may use AMD GPU in the new Model S and X vehicles for gaming. The new gaming computer will have 10 teraflops of gaming power, which is on par with the new PlayStation 5.</p><p><blockquote>2月份有人猜测,特斯拉可能会在新款Model S和X车辆中使用AMD GPU进行游戏。新的游戏电脑将拥有10万亿次浮点运算的游戏能力,与新的PlayStation 5不相上下。</blockquote></p><p> Tesla CEO Elon Musk had claimed in January that the new infotainment systems in the Model S and X would be able to play \"Cyberpunk 2077,\" a game that was released last year and requires a powerful system to run.</p><p><blockquote>特斯拉首席执行官Elon Musk在1月份声称,Model S和X中的新信息娱乐系统将能够玩“赛博朋克2077”,这是一款去年发布的游戏,需要一个强大的系统来运行。</blockquote></p><p> AMD supplies the chips found in prominent game consoles such as <b>Sony Group Corp.’s</b> PlayStation and <b>Microsoft Corp.’s</b> Xbox. The majority of the company’s sales are in the personal computer and data center markets via CPUs and GPUs.</p><p><blockquote>AMD 提供知名游戏机中的芯片,例如<b>索尼集团</b>游戏机和<b>微软公司</b>Xbox。该公司的大部分销售都是通过 CPU 和 GPU 在个人电脑和数据中心市场进行的。</blockquote></p><p> AMD’s confirmation that it has gained Tesla as a customer comes after it was reported in May that the chipmaker recorded its highest ever market share gain in the server market against rival <b>Intel Corp</b>. in fifteen years.</p><p><blockquote>AMD 确认其作为客户获得了特斯拉,此前有报道称,这家芯片制造商在服务器市场创下了有史以来最高的市场份额增长。<b>英特尔公司</b>十五年后。</blockquote></p><p> <b>Price Action</b>: AMD shares closed 2.1% higher on Friday at $80.08, while Tesla shares closed 0.9% lower on the same day at $625.22.</p><p><blockquote><b>价格行为</b>: AMD 股价周五收盘上涨 2.1%,至 80.08 美元,而特斯拉股价当天收盘下跌 0.9%,至 625.22 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182311628","content_text":"Advanced Micro Devices Inc. has confirmed that infotainment systems in the newly updated Tesla Inc. Model S and Model X vehicles will use its processors and graphics chips.\nWhat Happened: The infotainment systems in the two vehicles will be powered by an AMD Ryzen Embedded APU and an AMD RDNA 2 architecture-based GPU that enables AAA gaming, AMD announced at Computex 2021 on Monday.\nWhy It Matters:The newly refreshed Model S and X vehicles will bring several enhancements, including the 17-inch landscape touchscreen upfront and an 8-inch secondary display for passengers in the back.\nIt was speculated in February that Tesla may use AMD GPU in the new Model S and X vehicles for gaming. The new gaming computer will have 10 teraflops of gaming power, which is on par with the new PlayStation 5.\nTesla CEO Elon Musk had claimed in January that the new infotainment systems in the Model S and X would be able to play \"Cyberpunk 2077,\" a game that was released last year and requires a powerful system to run.\nAMD supplies the chips found in prominent game consoles such as Sony Group Corp.’s PlayStation and Microsoft Corp.’s Xbox. The majority of the company’s sales are in the personal computer and data center markets via CPUs and GPUs.\nAMD’s confirmation that it has gained Tesla as a customer comes after it was reported in May that the chipmaker recorded its highest ever market share gain in the server market against rival Intel Corp. in fifteen years.\nPrice Action: AMD shares closed 2.1% higher on Friday at $80.08, while Tesla shares closed 0.9% lower on the same day at $625.22.","news_type":1,"symbols_score_info":{"AMD":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110094331,"gmtCreate":1622415788923,"gmtModify":1631891743139,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563067678826056","idStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment ","listText":"Pls comment ","text":"Pls 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/112832026","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohunote.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta 发展迅速,其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,根据MAUs,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示,它已经建立了美国最大的门诊心理健康平台之一,截至2021年3月31日,在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值,但该公司仍表现出增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>(任务)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利且增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据,通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利,为 1,000 多名客户提供服务,到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年,该市场在过去一年中有超过 58,000 名买家进行了购买,平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查,多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日,文艺复兴IPO指数年初至今下跌6.0%,而标普500上涨11.6%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%,而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta 发展迅速,其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,根据MAUs,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示,它已经建立了美国最大的门诊心理健康平台之一,截至2021年3月31日,在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值,但该公司仍表现出增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>(任务)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利且增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据,通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利,为 1,000 多名客户提供服务,到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年,该市场在过去一年中有超过 58,000 名买家进行了购买,平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查,多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日,文艺复兴IPO指数年初至今下跌6.0%,而标普500上涨11.6%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%,而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</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":{"MNDY":"Monday.com Ltd.","DIBS":"1stdibs.com Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BZ":"BOSS直聘","TASK":"TaskUs Inc.","ZME":"掌门教育",".SPX":"S&P 500 Index","MQ":"Marqeta, Inc.","ZETA":"Zeta Global Holdings Corp.","LFST":"LifeStance Health Group, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"ZETA":0.9,"MQ":0.9,"LFST":0.9,"ZME":0.9,"MNDY":0.9,"DIBS":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9,"TASK":0.9,"BZ":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379163950,"gmtCreate":1618707112370,"gmtModify":1634291370763,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563067678826056","authorIdStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Comment and like pls ","listText":"Comment and like pls ","text":"Comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/379163950","repostId":"1156411249","repostType":4,"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351005044,"gmtCreate":1616543542588,"gmtModify":1634525316768,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563067678826056","authorIdStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Time to buy the dip? ","listText":"Time to buy the dip? ","text":"Time to buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/351005044","repostId":"2121484299","repostType":4,"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577722120895602","authorId":"3577722120895602","name":"DZJ1976","avatar":"https://static.tigerbbs.com/f0cb3bd8146604a31cbb6b27cf53752e","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577722120895602","authorIdStr":"3577722120895602"},"content":"Hey I have the same first name :). Dangerous time for GameStop shareholders, I pared down substantially at 225 and banked a decent profit. Just going to watch it for a while now...all the best.","text":"Hey I have the same first name :). Dangerous time for GameStop shareholders, I pared down substantially at 225 and banked a decent profit. Just going to watch it for a while now...all the best.","html":"Hey I have the same first name :). Dangerous time for GameStop shareholders, I pared down substantially at 225 and banked a decent profit. Just going to watch it for a while now...all the best."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181137433,"gmtCreate":1623377868822,"gmtModify":1631888939455,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563067678826056","authorIdStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/181137433","repostId":"1147547408","repostType":4,"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193879644,"gmtCreate":1620781796088,"gmtModify":1634196369419,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563067678826056","authorIdStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Please like and comment ","listText":"Please like and comment ","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/193879644","repostId":"2134698127","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104000502,"gmtCreate":1620343550806,"gmtModify":1634205996454,"author":{"id":"3563067678826056","authorId":"3563067678826056","name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563067678826056","authorIdStr":"3563067678826056"},"themes":[],"title":"","htmlText":"Pls comment and like ","listText":"Pls comment and like ","text":"Pls comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/104000502","repostId":"1123939866","repostType":4,"repost":{"id":"1123939866","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":1620342830,"share":"https://www.laohunote.com/m/news/1123939866?lang=zh_CN&edition=full","pubTime":"2021-05-07 07:13","market":"hk","language":"en","title":"Square gets a bitcoin boost with revenue up 266%<blockquote>Square 的比特币增长,收入增长 266%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123939866","media":"Tiger Newspress","summary":"Square shares rose as much as 6% in after-hours trading Thursday after the company reported fiscal f","content":"<p>Square shares rose as much as 6% in after-hours trading Thursday after the company reported fiscal first-quarter earnings that blew past Wall Street's expectations.<img src=\"https://static.tigerbbs.com/cf038ea81aa7f2f8ad95bf04e9d86fc9\" tg-width=\"702\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p><p><blockquote>Square 公布第一财季收益超出华尔街预期,周四盘后交易中股价上涨 6%。</blockquote></p><p>Here's how the company did:</p><p><blockquote>公司是这样做的:</blockquote></p><p><ul><li><b>Earnings per share:</b>41 cents, adjusted, vs. 16 cents expected in a Refinitiv survey of analysts</li></ul><ul><li><b>Revenue:</b>$5.06 billion vs. $3.36 billion expected by Refinitiv</li></ul><img src=\"https://static.tigerbbs.com/91be60df3686c86a419c071c067ea8d8\" tg-width=\"772\" tg-height=\"686\" referrerpolicy=\"no-referrer\">First-quarter revenue rose to $5.06 billion, up 266% year over year, largely thanks to gains in bitcoin revenue. Net income for the quarter was $39 million.</p><p><blockquote><ul><li><b>每股盈利:</b>调整后为 41 美分,而 Refinitiv 分析师调查预期为 16 美分</li></ul><ul><li><b>收入:</b>50.6 亿美元,而路孚特预计为 33.6 亿美元</li></ul>第一季度收入升至 50.6 亿美元,同比增长 266%,这主要得益于比特币收入的增长。该季度净利润为 3900 万美元。</blockquote></p><p>Gross profit grew 79% year over year to $964 million in the quarter that ended Mar. 31, according to a statement.</p><p><blockquote>根据一份声明,截至 3 月 31 日的季度,毛利润同比增长 79%,达到 9.64 亿美元。</blockquote></p><p>Cash App gross profit came in at $495 million, up 171% year over year. In March, Square's peer-to-peer competitor to Venmo began offering customers the ability to instantly send bitcoin for free.</p><p><blockquote>Cash App 毛利润为 4.95 亿美元,同比增长 171%。今年 3 月,Square 与 Venmo 的点对点竞争对手开始向客户提供即时免费发送比特币的功能。</blockquote></p><p>Square reported $3.5 billion in bitcoin revenue, up 11 times year over year. But bitcoin gross profit was only $75 million, or approximately 2% of revenue.</p><p><blockquote>Square 公布比特币收入为 35 亿美元,同比增长 11 倍。但比特币的毛利润只有7500万美元,约占收入的2%。</blockquote></p><p>On the company's earnings call, CEO Jack Dorsey said Square sees bitcoin as the internet's potential to have a native currency, and the company wants to \"further that as much as we can.\"</p><p><blockquote>在公司财报看涨期权上,首席执行官 Jack Dorsey 表示,Square 将比特币视为互联网拥有原生货币的潜力,公司希望“尽可能地推进这一目标”。</blockquote></p><p>\"Our focus, first and foremost, is on enabling ... bitcoin to be the native currency,\" said Dorsey. \"It removes a bunch of friction for our business. And we believe fully that it creates more opportunities for economic empowerment around the world.\"</p><p><blockquote>“我们的重点首先是让……比特币成为本币,”多尔西说。“它为我们的业务消除了许多摩擦。我们完全相信,它为世界各地的经济赋权创造了更多机会。”</blockquote></p><p>Beyond offering users the ability to buy and sell bitcoin in the Cash App, the company also launched the Cryptocurrency Open Patent Alliance, or COPA, which is an open-source foundation for crypto patents to protect the community.</p><p><blockquote>除了为用户提供在Cash应用程序中买卖比特币的能力外,该公司还推出了加密货币开放专利联盟(COPA),这是一个保护社区的加密专利开源基金会。</blockquote></p><p>Square itself bought $50 million worth of bitcoin in October and an additional $170 million worth of bitcoin in February. The company said that as of March 31, it had lost $20 million on its bitcoin investment for the quarter, though the fair value of its investment was $472 million, based on observable market prices.</p><p><blockquote>Square 本身在 10 月份收购了价值 5000 万美元的比特币,并在 2 月份又收购了价值 1.7 亿美元的比特币。该公司表示,截至 3 月 31 日,该季度比特币投资损失了 2000 万美元,尽管根据可观察的市场价格,该投资的公允价值为 4.72 亿美元。</blockquote></p><p>With respect to guidance, the company expects gross profit to grow by more than 135% year over year for its seller ecosystem and by approximately 130% year over year for its Cash App, in April.</p><p><blockquote>在指导方面,该公司预计 4 月份其卖家生态系统的毛利润将同比增长 135% 以上,其现金应用程序的毛利润将同比增长约 130%。</blockquote></p><p>CFO Amrita Ahuja said the company expected year-over-year gross profit growth rates to moderate from April to the remainder of the second quarter, as growth comparisons get tougher in May and June.</p><p><blockquote>首席财务官 Amrita Ahuja 表示,随着 5 月和 6 月的增长比较变得更加艰难,公司预计从 4 月到第二季度剩余时间,毛利润同比增长率将放缓。</blockquote></p><p>\"We believe our customers had greater spending power from government funds, which drove an uplift in inflows in March,\" said Ahuja. \"We have since seen a normalization with inflows down 16% in April, compared to March.\"</p><p><blockquote>阿胡贾表示:“我们相信,我们的客户从政府资金中拥有更大的消费能力,这推动了 3 月份资金流入的增加。”“此后,我们看到了正常化,与 3 月份相比,4 月份的流入量下降了 16%。”</blockquote></p><p>Excluding the after-hours move, Square stock has risen about 2.3% since the start of the year, while theNasdaqis up about 5.8% over the same period.</p><p><blockquote>排除盘后走势,Square 股价自今年年初以来已上涨约 2.3%,而纳斯达克指数同期上涨约 5.8%。</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>Square gets a bitcoin boost with revenue up 266%<blockquote>Square 的比特币增长,收入增长 266%</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; 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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\">\nSquare gets a bitcoin boost with revenue up 266%<blockquote>Square 的比特币增长,收入增长 266%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-07 07:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Square shares rose as much as 6% in after-hours trading Thursday after the company reported fiscal first-quarter earnings that blew past Wall Street's expectations.<img src=\"https://static.tigerbbs.com/cf038ea81aa7f2f8ad95bf04e9d86fc9\" tg-width=\"702\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p><p><blockquote>Square 公布第一财季收益超出华尔街预期,周四盘后交易中股价上涨 6%。</blockquote></p><p>Here's how the company did:</p><p><blockquote>公司是这样做的:</blockquote></p><p><ul><li><b>Earnings per share:</b>41 cents, adjusted, vs. 16 cents expected in a Refinitiv survey of analysts</li></ul><ul><li><b>Revenue:</b>$5.06 billion vs. $3.36 billion expected by Refinitiv</li></ul><img src=\"https://static.tigerbbs.com/91be60df3686c86a419c071c067ea8d8\" tg-width=\"772\" tg-height=\"686\" referrerpolicy=\"no-referrer\">First-quarter revenue rose to $5.06 billion, up 266% year over year, largely thanks to gains in bitcoin revenue. Net income for the quarter was $39 million.</p><p><blockquote><ul><li><b>每股盈利:</b>调整后为 41 美分,而 Refinitiv 分析师调查预期为 16 美分</li></ul><ul><li><b>收入:</b>50.6 亿美元,而路孚特预计为 33.6 亿美元</li></ul>第一季度收入升至 50.6 亿美元,同比增长 266%,这主要得益于比特币收入的增长。该季度净利润为 3900 万美元。</blockquote></p><p>Gross profit grew 79% year over year to $964 million in the quarter that ended Mar. 31, according to a statement.</p><p><blockquote>根据一份声明,截至 3 月 31 日的季度,毛利润同比增长 79%,达到 9.64 亿美元。</blockquote></p><p>Cash App gross profit came in at $495 million, up 171% year over year. In March, Square's peer-to-peer competitor to Venmo began offering customers the ability to instantly send bitcoin for free.</p><p><blockquote>Cash App 毛利润为 4.95 亿美元,同比增长 171%。今年 3 月,Square 与 Venmo 的点对点竞争对手开始向客户提供即时免费发送比特币的功能。</blockquote></p><p>Square reported $3.5 billion in bitcoin revenue, up 11 times year over year. But bitcoin gross profit was only $75 million, or approximately 2% of revenue.</p><p><blockquote>Square 公布比特币收入为 35 亿美元,同比增长 11 倍。但比特币的毛利润只有7500万美元,约占收入的2%。</blockquote></p><p>On the company's earnings call, CEO Jack Dorsey said Square sees bitcoin as the internet's potential to have a native currency, and the company wants to \"further that as much as we can.\"</p><p><blockquote>在公司财报看涨期权上,首席执行官 Jack Dorsey 表示,Square 将比特币视为互联网拥有原生货币的潜力,公司希望“尽可能地推进这一目标”。</blockquote></p><p>\"Our focus, first and foremost, is on enabling ... bitcoin to be the native currency,\" said Dorsey. \"It removes a bunch of friction for our business. And we believe fully that it creates more opportunities for economic empowerment around the world.\"</p><p><blockquote>“我们的重点首先是让……比特币成为本币,”多尔西说。“它为我们的业务消除了许多摩擦。我们完全相信,它为世界各地的经济赋权创造了更多机会。”</blockquote></p><p>Beyond offering users the ability to buy and sell bitcoin in the Cash App, the company also launched the Cryptocurrency Open Patent Alliance, or COPA, which is an open-source foundation for crypto patents to protect the community.</p><p><blockquote>除了为用户提供在Cash应用程序中买卖比特币的能力外,该公司还推出了加密货币开放专利联盟(COPA),这是一个保护社区的加密专利开源基金会。</blockquote></p><p>Square itself bought $50 million worth of bitcoin in October and an additional $170 million worth of bitcoin in February. The company said that as of March 31, it had lost $20 million on its bitcoin investment for the quarter, though the fair value of its investment was $472 million, based on observable market prices.</p><p><blockquote>Square 本身在 10 月份收购了价值 5000 万美元的比特币,并在 2 月份又收购了价值 1.7 亿美元的比特币。该公司表示,截至 3 月 31 日,该季度比特币投资损失了 2000 万美元,尽管根据可观察的市场价格,该投资的公允价值为 4.72 亿美元。</blockquote></p><p>With respect to guidance, the company expects gross profit to grow by more than 135% year over year for its seller ecosystem and by approximately 130% year over year for its Cash App, in April.</p><p><blockquote>在指导方面,该公司预计 4 月份其卖家生态系统的毛利润将同比增长 135% 以上,其现金应用程序的毛利润将同比增长约 130%。</blockquote></p><p>CFO Amrita Ahuja said the company expected year-over-year gross profit growth rates to moderate from April to the remainder of the second quarter, as growth comparisons get tougher in May and June.</p><p><blockquote>首席财务官 Amrita Ahuja 表示,随着 5 月和 6 月的增长比较变得更加艰难,公司预计从 4 月到第二季度剩余时间,毛利润同比增长率将放缓。</blockquote></p><p>\"We believe our customers had greater spending power from government funds, which drove an uplift in inflows in March,\" said Ahuja. \"We have since seen a normalization with inflows down 16% in April, compared to March.\"</p><p><blockquote>阿胡贾表示:“我们相信,我们的客户从政府资金中拥有更大的消费能力,这推动了 3 月份资金流入的增加。”“此后,我们看到了正常化,与 3 月份相比,4 月份的流入量下降了 16%。”</blockquote></p><p>Excluding the after-hours move, Square stock has risen about 2.3% since the start of the year, while theNasdaqis up about 5.8% over the same period.</p><p><blockquote>排除盘后走势,Square 股价自今年年初以来已上涨约 2.3%,而纳斯达克指数同期上涨约 5.8%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123939866","content_text":"Square shares rose as much as 6% in after-hours trading Thursday after the company reported fiscal first-quarter earnings that blew past Wall Street's expectations.Here's how the company did:Earnings per share:41 cents, adjusted, vs. 16 cents expected in a Refinitiv survey of analystsRevenue:$5.06 billion vs. $3.36 billion expected by RefinitivFirst-quarter revenue rose to $5.06 billion, up 266% year over year, largely thanks to gains in bitcoin revenue. Net income for the quarter was $39 million.Gross profit grew 79% year over year to $964 million in the quarter that ended Mar. 31, according to a statement.Cash App gross profit came in at $495 million, up 171% year over year. In March, Square's peer-to-peer competitor to Venmo began offering customers the ability to instantly send bitcoin for free.Square reported $3.5 billion in bitcoin revenue, up 11 times year over year. But bitcoin gross profit was only $75 million, or approximately 2% of revenue.On the company's earnings call, CEO Jack Dorsey said Square sees bitcoin as the internet's potential to have a native currency, and the company wants to \"further that as much as we can.\"\"Our focus, first and foremost, is on enabling ... bitcoin to be the native currency,\" said Dorsey. \"It removes a bunch of friction for our business. And we believe fully that it creates more opportunities for economic empowerment around the world.\"Beyond offering users the ability to buy and sell bitcoin in the Cash App, the company also launched the Cryptocurrency Open Patent Alliance, or COPA, which is an open-source foundation for crypto patents to protect the community.Square itself bought $50 million worth of bitcoin in October and an additional $170 million worth of bitcoin in February. The company said that as of March 31, it had lost $20 million on its bitcoin investment for the quarter, though the fair value of its investment was $472 million, based on observable market prices.With respect to guidance, the company expects gross profit to grow by more than 135% year over year for its seller ecosystem and by approximately 130% year over year for its Cash App, in April.CFO Amrita Ahuja said the company expected year-over-year gross profit growth rates to moderate from April to the remainder of the second quarter, as growth comparisons get tougher in May and June.\"We believe our customers had greater spending power from government funds, which drove an uplift in inflows in March,\" said Ahuja. \"We have since seen a normalization with inflows down 16% in April, compared to March.\"Excluding the after-hours move, Square stock has risen about 2.3% since the start of the year, while theNasdaqis up about 5.8% over the same period.","news_type":1,"symbols_score_info":{"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}